A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.
What should the consultant advise to capture this in Salesforce?

Question

A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.

What should the consultant advise to capture this in Salesforce?

Jarod Simmons · Accepted Answer

Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the new grant and check the "Is Grant Renewal" field.

Jarod Simmons · Answer

Create a Campaign for the funder and add all Opportunities including the original grant and any renewal grants to the Campaign.

Jarod Simmons · Answer

Create a child Opportunity for the renewal grant from the original grant using the Renewal Grant Opportunity record type.

Jarod Simmons · Answer

Ensure that when naming the Opportunity for the renewal grant, "Renewal" is included in the name as well as the name of the funder.

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