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The Grants Content Kit stores and organizes grant proposal content in Salesforce, allowing grant writers to streamline applications starting with their best content.

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Grants Content Kit

Community-based organizations are often small and scrappy with limited time and resources. They need funding in order to continue to serve their communities and oftentimes secure that funding through grants. Global philanthropic funding related to climate change is minimal compared with the scale of the challenge and securing that funding is competitive. Grant writing is a long and tedious process that is often not a staffed position at a CBO. There is also a considerable amount of turnover at these smaller organizations which means institutional knowledge often leaves with that turnover. The staff member writing grants needs assistance crafting their message and telling their story in order to write winning grants and secure funding.

Solution Overview

The Grants Content Kit helps organizations write award-winning grants faster and more easily. Co-designed and developed by our Community of volunteers who participated in the Climate Justice Impact Lab, the Grants Content Kit was developed for community-based organizations focused on climate justice who struggle to tell their story and write winning grants. The kit stores and organizes grant proposal content in Salesforce, allowing grant writers to streamline applications starting with their best content.

Technical Design

UX Storyboard Prototype

GrantGuides Storyboard UX

Data Model

Grants app Data Model

Grant Preview/Export

Preview grant document is implemented using VisualForce page rendered as PDF that enables user to view and download a document.

This page GGW_GrantPreview implimented using standard APEX controller extension for the reason to use this page as custom action on Grant record page as well as stand alone VisualForce Tab.

The HTML/CSS styles for this page GGW_GrantPreview are managed as static resource. The CSS file is in a folder resources/css/ggw_grant_preview.css

Salesforce DX Project: Next Steps

The GrantsGuides is a Salesforce DX project that can deploy to a target org in 2 methods.

  1. Install as unlocked package: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8a000001B8vsAAC

  2. Deploy as metadata using scratch or developer org.

If you are a developer and want to customize or test-drive this app in a scratch org, this repo provides a helper script that allows for Quick Start. Follow bellow comands to set up a new scratch org.

$ git clone https:/Salesforce-org-Impact-Labs/GrantGuides.git

$ cd GrantGuides

$ scripts/dx/dxorg <org alias> <OPTIONAL: days for scratch org. Default 30>

After this script executes the new scratch org will be created from your DevHub and source code pushed to new org. At this point you are ready to test and build. Happy blazing new trails.

There are other usefull sfdx helper scripts can be found in scripts/dx directory:

  • dxtest <org alias> - Script to run all APEX unit tests on scratch org for this project
  • dxuser <org alias> - Create a QA/Test ser on scratch org

Now you have new org and this app deployed, what’s next? Here are some documentation resources to get you started if you are new to SFDX.

Post Installation requirements

Grants Content Kit app is using Topics to tag content, the target org needs to enable topics feature after installing this package. Enable topics for the org specific for object Content Block: API Name GGW_Content_Block__c How To Enable Topics for objects

How Do You Plan to Deploy Your Changes?

Do you want to deploy a set of changes, or create a self-contained application? Choose a development model.

Configure Your Salesforce DX Project

The sfdx-project.json file contains useful configuration information for your project. See Salesforce DX Project Configuration in the Salesforce DX Developer Guide for details about this file.

Read All About It

Questions and Community Support

Join the Grants Content Kit Trailblazer Group to post questions about the solution and collaborate with other members of the community to further build out the solution. The Grants Content Kit is a free and open source solution co-designed and developed by our community. This solution is not actively being supported or developed on by Salesforce Impact Labs.

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The Grants Content Kit stores and organizes grant proposal content in Salesforce, allowing grant writers to streamline applications starting with their best content.

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  • JavaScript 32.7%
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  • HTML 24.0%
  • CSS 9.9%
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