The Outbound Funds app is a community developed and maintained Open Source Commons project. It is a customizable foundation for managing funds awarded by your organization, like grants, scholarships or internal funding.
Links:
Winter '22 ☃️ ☕ 🎿
Important note about Funding Requests as of July 2019: If you were an early adopter of the Outbound Funds package, the Funding Request object had a master-detail relationship with Funding Program when you installed it. However, various members of the community requested that this relationship be changed to a lookup to provide more flexibility. This change was made generally available with package version 1.15 as of 7/11/2019. To learn about updating to version 1.15, see the Funding Request Object documentation.
THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
The Outbound Funds app is an open source customizable foundation for managing funds awarded by your organization, like grants, scholarships or internal funding.
This former Open Source Commons community app has been officially adopted by Salesforce.org but is still free and open source and will continue to be a big part of our Sprints. The core team of volunteers continue to work on the project regularly alongside Salesforce.org Engineers and Product Managers.
Community Team Goals:
- Support the community
- Develop new features as open source contributions to the Outbound Funds Module
- Provide feedback on new Outbound Funds Module features developed by the Salesforce.org product team
- Advise on Grants Management Package
Read the Community Team's V2MOM
Outbound Funds Module is vertical neutral and has use cases both in Nonprofit and Education.
https://powerofus.force.com/s/group/0F980000000CvlMCAS/outbound-funds-module-sfdo-product
| Full Name | Team Role | Github Username |
|---|---|---|
| Nick Lindberg | Group Leader | Nickers3 |
| Shari Carlson | Group Leader | sharicarlson13 |
| Bill Corkill | Group Leader | wcorkill |
| Gordon Lau | Team Member | |
| Emily Jakubiak | Team Member | |
| Junette Tan | Team Member/QA /Data Gen Project | |
| Thom Behrens | Team Member/ Developer | |
| Libby Ziemelis | Team Member | |
| Mark Adcock | Team Member | |
| Stan Reeser | Team Member |
- Shari Carlson
- Nick Lindberg
- Mark Jones
- Maida Rider
- Judy Otto
- Abby Morrow
- Cheri Lovell
- Heath Parks
Documentation
- Experience Cloud
- Experience site template - documentation is lacking
- https://powerofus.force.com/s/article/OFM-Documentation
- Account you have to create is confusing
- Small NPs - challenge to understand experience license needs
- Challenge - creating access to OFM at another license level 1/year and 4/year
- What license is needed?
- Application process
- Llama site
- Grantmaker template doesn't work as promised
- FormAssembly, FormStack, example
- Update old documentation - https://github.com/SalesforceFoundation/OutboundFundsModule/wiki#beyond-the-package
- Experience site template - documentation is lacking
- How to use specific objects
- Funding Program documentation
- Appears to be mandatory (but isn’t) this should be detailed
- How to set up
- Why not connected to GAU Expenditures
- Rollups etc.
- This is where a lot of questions come up when people are using for unique purposes
- Requirements
- Requirements after receive the grant - like impact
- Documentation says approved or closed
- Not clear that it is after grant is awarded to
- How explain that Requirements can be lots of different things
- Funding Program documentation
- Matrix of way people are using OFM
- There are many ways to use OFM
- What Licenses we need based on way we are using
- Expand on this https://powerofus.force.com/s/article/OFM-Using-Outbound-Funds-Module
- Example Competitive grant page
- What you need to do this
- Case study of someone who did this
- Example Competitive grant page
- Create a Template for case Study for each kind of use
- License Matrix
- Link to Community generated doc
- Paid, General language - reach out for pricing
- There are many ways to use OFM
- Create a shorten video Walk through of OFM
- Matrix/Case Studies of how people are using OFM
- Create survey to collect case studies: https://bit.ly/ofmcasestudy
- Create survey to collect issues/solutions: https://bit.ly/ofmissues
- Experience Cloud documentation updated
- Fundseeker Template: Configure Self-Reg
- General overview documentation updated -
- OBFM Get to Know the Data Model
https://github.com/SFDO-Community-Sprints/OutboundFundsModule/wiki/Past-Sprint-Summaries
See the Issues tab for ideas and ways to contribute in the future.