Salesforce’s New Grants Management Solution: Outbound Funds Module

In 2020, Salesforce announced the addition of a product called Outbound Funds Module (OFM) to their suite of offerings and it changed the landscape of grants management solutions. OFM is free and open source, and it customizes Salesforce for foundations and other...

Filling In the GAP: Support User Adoption with Outbound Funds Module

Outbound Funds Module (OFM) is a flexible, customizable product that helps foundations and grantmaking nonprofit organizations meet their philanthropic goals.   As foundations and nonprofits consider adopting OFM to manage their grantmaking efforts in Salesforce,...

Is Automation the Answer to All My Problems?

Automating work using technology sounds GREAT. And it can be! But it’s not always the right solution. Sometimes, it’s best to cross the stream where it’s shallowest.  What is process automation? Process automation is using technology (in this case, Salesforce) to...

What do dinner, process definition, and Salesforce have in common?

We often get asked how to prepare for a Salesforce project. One of the most critical preparation steps is defining key processes. But many of the processes we follow at work are things we do without thinking, like making a cup of tea– we don’t need instructions, we...

Outbound Funds Module is a Salesforce Grant Management Solution

We’re excited to share news of a huge accomplishment and new chapter for this community project: Outbound Funds is officially a Salesforce.org open-source product— the Outbound Funds Module!  If you’re not familiar with Outbound Funds, the first installment of this...