Grants Management provides a dedicated Funding Request collaboration capability that allows applicants to invite other people to participate in completion of a Funding Request. Salesforce documents an Allow Funding Request Collaborators configuration specifically for this purpose.

A grantseeker can invite a collaborator using an email invitation containing a secure, time-sensitive link. After accepting the invitation, the collaborator can access the Funding Request according to the configured sharing model and assist with completing the application. Salesforce ' s Manage Collaborators component includes the automation needed to invite and manage collaborators and to control their Funding Request access. Salesforce also provides a sample Grants Management flow that sends Funding Request collaborator invitations and can be customized for organizational branding and communication requirements. This capability is preferable to handling collaboration through ordinary email because it keeps collaboration connected to the grant application, applies controlled access, and supports auditable application participation. A custom Requires Collaboration field provides no collaboration functionality, and an application feed is not the purpose-built mechanism for granting stakeholders controlled access to the Funding Request.

Study Guide References: Grants Management; Funding Request Collaboration; Invite Collaborators; Manage Collaborators; Grants Portal Sharing.