Applications

An Application object and external facing Application form is not a part of the Outbound Funds package yet. While we continue to prioritize and determine the future roadmap of the package, we have provided a list of possible application tools, considerations for selecting a tool, and some configuration suggestions.

Application Tool Options

• FormAssembly (or other Salesforce AppExchange Survey products)
• Survey Software with Salesforce Integrations (e.g., Survey Gizmo)
• SurveyMonkey Apply
• Fluid Review by SurveyMonkey
• EASY Application Solution (open source from Salesforce.org; connects with a community)
• Salesforce Community (see Portal documentation)
• Visualforce Pages

Considerations for Selecting a Tool

1. Budget - each tool has a different pricing structure. Balance your needs with your budget.
2. External Accessibility Needs - do you need a portal solution or do you need a form solution?
3. What functionality do you need?
   1. Connection to Salesforce (to create records and map fields)
   2. Design Flexibility - how flexible is the form design?

Configuration Suggestions

1. If you already have an existing form/application tool,
   1. Create a Lookup on the existing Application object to Funding Request.
   2. Add the Application Related List to Funding Request Page Layout(s).
   3. Use Process Builder to create a process that will create a Funding Request record when an application is submitted.
2. If you do not have an existing/application tool,
   1. Create an Application object to store responses to application questions.
   2. Create a Loookup on the Application object to Funding Request.
   3. Add the Application Related List to Funding Request Page Layout(s).
   4. Use Process Builder to create a process that will create a Funding Request record when an application is submitted.

FormAssembly: Recommended Configuration

EASY: Recommended Configuration