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Overview of the Amp Impact Grant
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Management Plugin
The Amp Impact Grant Applications and Reviews Module enables Organizations to implement the Grant Application process. With this extension, Amp Impact can be used to manage the full Grant Lifecycle. Organizations can announce the funding opportunity by publishing a call for proposal, allow grant applicants to submit an application, review the applications, award grant, and monitor the grant. Management Plugin is an extension to Amp Impact that enables the setup and configuration of functionality to manage the grant application and review process and, ultimately, the grant reporting process.
Some key features that are included in the Grant Management Plugin are:
New objects and additional fields on existing Amp Impact objects.
Processes and Flows (Automation) to manage application intake and review.
Grantee Portal Experience Site template for grant reporting.
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Please note that Amp Impact Grant Applications and Reviews Module should be used as extension of the Amp Impact. Amp Impact (v1.25, Delphinus or beyond) should be installed in the org before installing Amp Impact Grant Applications and Reviews Module. To learn more about Installation/ Setup steps required for Amp Impact, please refer to the Amp Impact Installation Guide. |
In this installation guide, system administrators will learn how to:
Install Amp Impact Grant Applications and Reviews Module
Customize the extension to meet their specific use case
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📝 To learn about how to submit an application and report on grants, please refer to the Grant Applicant User Guide and Amp Impact Grantee Reporting User Guide. 👷 To learn about how grantmaking organizations manage the grant application process, please refer to the Grant Coordinator User Guide. 🔍 To learn about how reviewers access and review applications, please refer to the Grant Reviewer User Guidebefore installing Amp Impact Grant Applications and Reviews Module. |
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Install Amp Impact Grant Applications and Reviews Module
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Install the Amp Impact Grant Applications into a developer environment or sandbox using the installation link provided belowby Vera Solutions.
Select which users you wish to install the package for (learn more here).
Click "'Install"'.
Configure user, security, and app settings as required for your specific use - case (see the “Configuration” section in the Amp Impact Installation Guidelearn more here).
Perform your current use cases in the sandbox and ensure that they are operating as expected.
When you are ready to deploy to production, use the installation link belowprovided by Vera Solutions.
Update your custom settings in Production as these will not "'carry over" ' from your sandbox.
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Admin Note: If My Domain ‘My Domain’ has already been set up, replace “test” or “login” 'test' or 'login' in the installation links with the specific domain for the org. |
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System Administration and Setup
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Admin Note: Enabling Communities ‘Enabling Communities’ should be done prior to installing the Amp Impact Grant Applications and Reviews into Management Plugin in a sandbox or production environment. |
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In order to use the Community Template for Grant Applicants, Communities will need to be enabled in system setup.
Open Setup‘Setup’.
Use the Quick Find search to find and open Communities Settings‘Communities Settings’.
Select the Enable communities ‘Enable Communities’ checkbox.
In the Domain Name ‘Domain Name’ field enter your domain name.
Click Check Availability‘Check Availability’.
Click Save‘Save’.
Click OK ‘OK’ in the confirmation message.
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For Lightning pages in the Amp Impact Grant Applications and Reviews Module to correctly display the Path component, Path must be enabled in the Salesforce org. System Admins can enable Path by following these steps:
Open Setup‘Setup’.
Use the Quick Find search to find and open Path Settings‘Path Settings’.
Click the Enable ‘Enable’ button.
Edit the Paths as needed:
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Go to the Setup Quick Search box, and enter “Permission Sets”'Permission Sets'.
Click on the permission set labeled Amp Grants Module Admin.
Click on ‘Manage Assignments’.
Click on ‘Add Assignments’.
Select the user(s) for whom this permission set should be assigned and click on assign.
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Admin Note: The Amp Grant Management Admin permission set does not contain permissions to either the Project Role or Organization Role objects, as there is a Salesforce limitation in which permission sets in managed packages cannot provide access to custom objects that are “detail” 'detail' to standard Salesforce objects in a master-detail relationship. To provide access to either of these objects, create a new permission set (or modify an existing unmanaged permission set) and add both the object and field permissions manually through Object Settings. Assign this new permission set to any users who require access to Project Role and Organization Role. |
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Go to the Setup Quick Search box, and enter “Permission Sets”'Permission Sets'.
Click on the permission set labeled Amp Grant Management Community.
Click on ‘Manage Assignments’.
Click on ‘Add Assignments’.
Select the user(s) for whom this permission set should be assigned and click on assign.
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Navigate to Setup > Permission Sets.
Clone the packaged permission set.
Based on the user profile, edit the permission set by removing any permissions that are unnecessary for the user to use the Amp Impact Grant Managements Module or adding permissions to custom objects/fields.
Once the permission set has been customized per the user profile, assign the permission set to the relevant user(s) by clicking “Manage Assignments”'Manage Assignments'.
If specific permission requirements are determined during configuration (e.g., restriction of certain edit privileges), System Admin may need to modify/clone this permission set or modify user permissions on an individual profile level to achieve these requirements.
Additionally, certain permission and sharing setups (i.e., restricting “create” 'create' access for certain objects for some user groups, make individual tabs available but not the entire app) may require the System Admin to make additional changes to existing user permissions & record sharing setup leveraging the standard Salesforce platform security & sharing features.
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Admin Note: The Amp Impact main package also contains record types on the ampi__Question__c and ampi__Submission__c objects. To see guidelines on assigning those record types to profiles, please review the Set Up Submissions section in the Amp Impact Installation GuideRefer to the Submissions: Customization Options page for more details. |
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Customize User Interface
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Admin Note: For more details on how to customize labels and tabs in Amp Impact, please refer to visit the Customizing Terminology and Labels section in the Amp Impact Installation Guide page. |
Update Page Layouts
Update Call for Proposals Page Layout per Business Process (Required)
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Page layouts for standard Salesforce objects and packaged Amp Impact objects cannot be updated by the Grant Applications and Reviews Module. The following page layout updates must be made manually:
Object API Name | Update |
Account | Add ampgm__Stakeholder_Type__c to the page layout |
Contact | Add ampgm__Designated_Reviewer__c to the page layout |
ampi__Organization_Role__c | Add ampgm__Stakeholder_Role__c to the page layout |
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Application Layout: Assign this page layout to the Application record type and any profile of users who will be creating, filling out, or reviewing grant applications.
Grant Layout: Assign this page layout to the Grant record type and any profile of users who will be tracking the progress of the grant, submitting regular grant reports, or monitoring a grant’s financials.
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On the Project object, scroll to the Page Layouts and click the Page ‘Page Layout AssignmentAssignment’ button to customize which page layout is displayed to which user profile and record type.
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Admin Note: The Amp Impact main package also contains page layouts for the ampi__Question__c and ampi__Submission__c objects, which need to be assigned to record types. To see guidelines on assigning those page layouts to record types, please review the Set Up Submissions section in the Amp Impact Installation GuideRefer to the Submissions: Customization Options page for more details. |
Activate Lightning Pages (Required)
The Amp Impact Grant Applications and Reviews Module includes several Lightning pages in the package:
Lightning Page API Name | Function | Related Object API Name | Example User |
Application | Enables the user to fill out, monitor, submit, or review all aspects of the grant application process. | ampi__Project__c (Application RecordType) | Grant Applicant |
Application_Review | Enables the user to fill out and submit a review of a concept note or application. | ampgm__xx_Application_Review__c | External Application Reviewer |
Call_for_Proposal_Record_Page | Enables the user to set up and manage a call for proposals, and to monitor the concept notes and applications submitted for a particular call for proposals. | ampgm__xx_Call_For_Proposals__c | Grant Coordinator |
Concept_Note_Record | Enables the user to fill out, monitor, submit, or review all aspects of the concept note process. | ampgm__xx_Concept_Note__c | Grant Applicant |
Grant | Enables the user to track progress, submit regular reports, and monitor financials throughout a grant’s life cycle. | ampi__Project__c (Grant RecordType) | Grantee |
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To display any of the Lightning pages, you will need to adjust the Activation settings either on your custom Lightning pages by removing them as the org or app default, or on the Amp Lightning pages by setting them as the app/profile defaults. You can access the Activation settings in the Lightning App Builder.
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Admin Note: The Amp Impact main package also contains several Lightning Pages for ampi__Submission__c, which are required to use the Grant Applications and Reviews Module. To see guidelines on assigning those Lightning Pages to record types and profiles, please review the Set Up Submissions section in the Amp Impact Installation Guide: Customization Options section. |
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Customize Reports
Report Charts for Review Scores
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To configure the filters in report charts, follow the steps below:
Navigate to the Call ‘Call For Proposal Proposal’ record.
Click on the Review Status ‘Review Status’ tab.
Click on “Edit Page” 'Edit Page' option in the Setup.
Click on the Report Chart component in the Lightning App Builder.
Click on the “Filter By” 'Filter By' to specify the current Call For Proposal record.
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Repeat this process for Report Charts on the Review Score tabs on Concept Note record and Application record.
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Customize Email Automation
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Note that any customizations to these templates can be made directly in the CSV or in the the system.
Email Alerts
To send each of the Classic Email Templates, two Email Alerts have been created:
Email Alert API Name | Function | Customization Required |
ampgm__Application_Review_submission_reminder | This email alert sends an email to the Reviewer Contact on the Application review record using email template ampgm__Application_Review_Review_not_submitted. It is called by the process ampgm__Notify_Reviewer_to_Submit | N/A |
ampgm__Notify_Accounting_Team_to_Initiate_Disbursement | This email alert sends an email to the accounting team using email template ampgm__Disbursement_Initiation_Notification. It is called by the process ampgm__Disbursement_Send_Email_To_Accounting_Team | Create a public group |
'Accounting Team' consisting of Users/ Roles belonging to the accounting team and add that group to the Selected Recipients. |
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Customize Process Automation
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The following flows are included in the module:
Flow API Name | Function |
ampgm__Auto_Setup_Application_Flow | This flow creates related Implementation Plan, Budget, Application Review, Child Application Review Submission, Child Application Submission, Project Geographic Area, Reporting Period and Project Thematic Area(s) for the new Application. This is called from the process ampgm__Auto_Setup_Application when an Application is created, and from the process ampgm__Concept_Note_Auto_Setup_Concept_Note when a Concept Note is approved.ⓘ Admin Note: Please note that a Project Geographic Area is created for the Country selected by the Grant Applicant while creating the Concept Note or Application. If the Grant Applicant hasn’t selected a Country, a Global Project Geographic Area is created. Also, a Life of Project Reporting Period is created when the Application record is created. This can be customised by cloning and updating the flow as per organization’s use case. |
ampgm__Auto_Setup_Application_Review | This flow sets up the related Application Review record and its child Submission record. This is called by the process ampgm__Auto_Setup_Application when an Application is submitted |
ampgm__Auto_Setup_Concept_Note_Review | This flow sets up the related Application Review record and its child Application Review Submission record. It’s called by the process ampgm__Concept_Note_Auto_Setup_Concept_Note when a Concept Note is submitted. |
ampgm__Update_Application_To_Grant | This flow updates the Application record type to a Grant record type. This is called by the process ampgm__Auto_Setup_Application when an Application is approved |
The flows have been enabled as a template, and hence if you want to edit it to meet your organization’s specific use case, you can clone the flow, make the required changes in the cloned flow, and activate the cloned flow.
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The following processes are included in the module:
Process API Name | Function |
ampgm__Auto_Setup_Application | This process sets up the new Application with related records, creates an Application Review and updates the Date Submitted when the Application is submitted and updates the record type to Grant when Application is approved |
ampgm__Concept_Note_Auto_Setup_Concept_Note | This process sets up the new Concept Note with narrative reporting, creates an Application Review and when the Application is submitted and creates a new Application when Concept Note is approved |
ampgm__Submit_Related_Records | This process updates the related Concept Note or Application Review record to submitted when the narrative report on those records is submitted |
ampgm__Disbursement_Send_Email_To_Accounting_Team | This process sends an email to accounting team with Disbursement details when a Disbursement record is Approved |
ampgm__Notify_Reviewer_to_Submit | This process informs the application Reviewer to submit the Application Review by sending an email 3 days before the Review Due Date |
The process builders have been enabled as a template, and hence if you want to edit it to meet your organization’s specific use case, you can clone the process, make the required changes in the cloned process, and activate the cloned process.
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The following Quick Actions are included in the module:
Object API Name | Quick Action API Name | Function |
ampgm__xx_Call_For_ Proposals__c | ampgm__Start_Application | Launches an Application (ampi__Project__c record) from the Call for Proposals page. Auto-populates the primary contact field based on the details of the user launching the Application. |
ampgm__xx_Call_For_ Proposals__c | ampgm__Start_Concept_ Note | Launches a Concept Note (ampgm__xx_Concept_Note__c record) from the Call for Proposals page. Auto-populates the primary contact field based on the details of the user launching the Application. |
ampgm__xx__Concept_ Note__c | ampgm__Create_Narrative_Report_On_Concept_Note | Generates a Submission (ampi__Submission__c record) when a Concept Note is created. This is referenced in the Process ampgm__Concept_Note_Auto_Setup_Concept_Note. |
ampgm__xx__Concept_ Note__c | ampgm__Start_Application_From_Concept_Note | Generates an Application (ampi__Project__c record) when a Concept Note is approved. This is referenced in the Process ampgm__Concept_Note_Auto_Setup_Concept_Note. |
Since these actions are packaged, they cannot be directly updated. To customize these actions, first copy the action (note that Salesforce does not allow for cloning Actions, so this must be done manually by creating a new action), make the required changes in the new action, and replace the packaged action on the relevant page layout(s) with the new action.
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Setup Submissions
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To learn more details about how to set up Submissions in the org, please Also refer to the Set Up Submissions section of the Amp Impact Installation Guide Submissions: Customization Options page for more details. |
Create Custom Setting Records
The Grant Applications and Reviews Module introduces three out-of-the-box relationship fields on the ampi__Submission__c object. In order to use the SubmissionResponseForm that has been added to the Lightning Pages of those parent objects, Submission Relationship custom setting Custom Setting records for each of these relationships need to be created:
Name (Parent Object API Name) | Child Relationship Field Name (on ampi__Submission__c) |
ampi__Project__c | ampgm__Project__c |
ampgm__xx_Application_Review__c | ampgm__Application_Review__c |
ampgm__xx_Concept_Note__c | ampgm__Concept_Note__c |
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Go to Custom Settings in Setup.
Click “Manage” 'Manage' next to Submission Relationship.
Click the “New” 'New' button.
Fill out the Name ‘Name’ field with the API name of the parent object.
Fill out the Child Relationship Field Name field with the API name of the relationship field on ampi__Submission__c.
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Setup Grantee
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Create a New Community
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Click on New Community
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Choose ‘Grant Applicant Community Template’
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Click on ‘Get Started’
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Enter a Name and URL
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Portal (Experience Site)
Once a new Digital Experience has been created, follow the steps below at a minimum to set up the Application and Review module.
Setup Navigation Menu
Click on Navigation Menu
Click on the Edit Default Navigation
Add a Menu Item with the Name as “My Accounts”'My Accounts'
Specify the Type as “Salesforce Object”'Salesforce Object'
Specify the Object Type as “Accounts”'Accounts'
Add a Menu Item with the Name as “My 'My Call For Proposals”Proposals'
Specify the Type as “Salesforce Object”'Salesforce Object'
Specify the Object Type as “Call 'Call For Proposal”Proposal'
Add a Menu Item with the Name as “My 'My Concept Notes”Notes'
Specify the Type as “Salesforce Object”'Salesforce Object'
Specify the Object Type as “Concept Note”'Concept Note'
Add a Menu Item with the Name as “My Applications”'My Applications'
Specify the Type as “Salesforce Object”'Salesforce Object'
Specify the Object Type as “Application'Application/Grant”Grant'
Choose the default list view as “My Applications”'My Applications'
Add a Menu Item with the Name as “Grant Reports”'Grant Reports'
Specify the Type as “Salesforce Object”'Salesforce Object'
Specify the Object Type as “Application'Application/Grant”Grant'
Choose the default list view as “My Grants”'My Grants'
Save the Menu
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To follow the steps above, please make sure that the list views ‘My Applications’ and ‘My Grants’ exist for Application/Grant (ampi__Project__c) object. |
Setup Pages for Application and Grant Record Type
.Navigate to the ‘Pages’ section in the top bar.
Navigate to the Application/Grant object page.
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Navigate to the Page Properties of Custom Object Record Detail/ ApplicationGrant Record Detail.
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Add a Page variation for the Application Record page.
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Navigate to the Page Variation tab.
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Click on ‘New Page Variation’ button.
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Select ApplicationGrant Detail_Application.
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Click on
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'Next’
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Enter Application in Name Field.
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Click on 'Create
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Repeat the process to create page variation for the Grant Record page
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Navigate to the Page Properties of Custom Object Record Detail/ ApplicationGrant Record Detail
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Navigate to the Page Variation tab
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Click on ‘New Page Variation’ button
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Select ApplicationGrant Detail_Grant
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Click on Next
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Enter Grant in Name Field
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Click on Create
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Assign page variation ‘Application’ to Record Type ‘Application’
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Navigate to the Page Variation tab
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Click on list menu dropdown next to Application page variation, and click on Assign
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Click on ‘New Audience’ button
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Specify the Audience name as ‘Application Record Type’
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Expand the Advanced chevron
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Select the Record Type as ‘Application/Grant’, Operator as ‘Equals’, and Value as ‘Application’
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Click on ‘Save & Assign’ button
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Repeat the process to assign page variation ‘Grant’ to Record Type ‘Grant’
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Navigate to the Page Variation tab
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Click on list menu dropdown next to Grant page variation, and click on Assign
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Click on ‘New Audience’ button
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Specify the Audience name as ‘Grant Record Type’
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Expand the Advanced chevron
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Select the Record Type as ‘Application/Grant’, Operator as ‘Equals’, and Value as ‘Grant’
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Click on ‘Save & Assign’ button
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The concept note detail page should be setup out of the box, but If the correct lightning community page is not being displayed for Concept Notes, please follow the same process as for Application/Grants to create a new page variation based on lightning community page ‘Concept Note Applicant Concept Note’ and assign it as the default page variation for Custom Object Record Detail/ Concept Note Detail page. |
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These steps are an example to create a sharing set for the Grant Applicant profile, enabling users with that profile to have read/write access to Concept Notes, and Applications, Grants on which they are the primary contact. Please read here for more information about Sharing Sets. Sharing Rules can also be used to provide this level of access, depending on the organization’s use case. |
Go to Setup.
Type “Communities Settings” 'Communities Settings' in Quick Find and click the result.
In the Sharing Sets related list, click “New”'New'.
Label: Amp Impact Grant Applicant
API Name: Amp_Impact_Grant_Applicant
Selected Profiles: [Select the Profile created for Grant Applicants]
Selected Objects: Concept Note
Click Set Up in the Configure Access table.
Grant access where the User.Contact matches Target Concept Note.ampgm__Grant_Applicant_Primary_Contact__c
Access Level: Read/Write
Click Update.
Click Save.
Repeat the process for Application/Grant
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When an Application record is created, a related Project Geographic Area is also created based on the selection made in the Country picklist by the grant applicant while creating the Application/Concept Note. If a Geographic Area with the same name doesn’t exist in the org, then a new Geographic Area record is created too. To avoid duplicate data to be created, we recommend importing this spreadsheet via Dataloader review the guidelines for creating Geographic Area records in bulk. It contains the Geographic Area records corresponding to the Country picklist on the Application/Grant object.
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