Salesforce Public Sector Solutions Exam 2025 (Part 6): Grants Management & Grantmaking | Deep Dive
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Salesforce Public Sector Solutions Exam 2025 (Part 6): Grants Management & Grantmaking | Deep Dive
2 768 просмотров · 2 г. назад
Cloud with Ryan - Salesforce Simplified
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2 768 просмотров · 2 г. назад
This is the sixth video in our nine-part series aimed at helping you prepare for the Salesforce Public Sector Solutions Accredited Professional Exam. Throughout this series, I'll provide exam preparation tips, study strategies, key focus areas, and insights into potential exam questions.
In this video, we'll cover the sixth Key Focus Area: PSS Data Models and Applications for Grants Management & Grantmaking. We will cover the Data Models and use cases and also dive into the following PSS Objects. By the end of this video, you’ll have a solid grasp of Salesforce's Grantmaking and Grants Management capabilities and how to leverage these tools for success in your certification exam and real-world applications.
1. Grants Management Managed Package Objects -
2. Grantmaking Program & Funding Award Objects - Program, Funding Opportunity, Application Timeline, Funding Award, Funding Disbursement, Funding Award Amendment, Funding Opportunity Participant, Funding Award Participant
3. Grantmaking Application Objects - Individual Application, Application Decision, Application Review, Individual Application Participant
4. Grantmaking Budget Management Objects - Budget, Budget Category, Budget Period, Budget Category Value, Budget Allocation, Budget Participant
#salesforce #publicsectorsolutions #salesforcecertification #grantmaking #grantsmanagement
⏱️⏱️ VIDEO CHAPTERS ⏱️⏱️
0:00 Introduction
1:02 Preparation Tips and Exam Focus Areas
3:51 Permission Sets and Licences
6:16 Grants Management Managed Package vs Grantmaking
17:20 Grants Management & Grantmaking Exam Outline
18:04 Grantmaking Solution Overview
32:10 Introduction to Grantmaking and Grants Management Data Model
48:40 Grantmaking Lifecycle, Implementation and Data Model Deep Dive
1:12:49 Grantseeker Application Flow
1:14:05 Using Business Rules Engine with Grantmaking
1:16:34 Using Actionable Relationship Centre with Grantmaking
1:19:51 Using Timeline with Grantmaking
1:21:52 Using OmniStudio Document Generation with Grantmaking
1:23:57 Grantmaking Budget Management
1:34:36 Manage Funding Request in Grants Management Managed Package
1:35:24 Experience Cloud Setup and Implementation for Grantmaking
1:42:25 Trailhead Modules Recommendations
1:44:19 Grantmaking Summary
2:06:18 Grantmaking and Grants Management Managed Package Data Model Deep Dive
2:14:16 Salesforce Grantmaking and Grants Management Documentation
2:17:30 Next Video - Employee Experience (Part 7/9)
🔗 🔗 Useful Links 🔗 🔗
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📄📄 Exam Notes & Study Resources 📄📄
✅325-Page PDF Notes → https://cloud-with-ryan-salesforce-si...
✅325-Page PDF + OneNote Bundle → https://cloud-with-ryan-salesforce-si...