Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Strategic Grants GEM Portal connector
GEM Portal is your customised grants calendar
Overview
GEM Portal is a customised grants calendar of just the grants relevant to your organisation to apply for, for not for profits across Australia and New Zealand. Now you can push grants data from GEMS into Salesforce.
See How Strategic Grants GEM Portal connector Works
Synchronised Simplicity At the click of a button, simply and easily send Grant and Funder information from your GEM Portal grants calendar into Salesforce.
Locate the grant you are interested in, within your GEM Portal grants calendar. Click 'Sync to Salesforce'. The grant information is pushed into your Salesforce.
After you have synchronised, you can access our rich grants information within your Salesforce. Whenever our Research Team makes an update in GEM Portal, we will also update it automatically in your Salesforce.
Strategic Grants works with not for profits across Australia and New Zealand, delivering grants information direct to your desktop. . Link GEM Portal to Salesforce to push your grants data into Salesforce. Data is pushed into a Salesforce Custom Object. Your Salesforce Admin Team has full control, using Salesforce Flow, to push grants data into the appropriate locations across your Salesforce site.
Categories
- Business Needs
- Finance
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package