A Public Sector Organization (PSO) is seeking to improve how they manage us community grants and would like to introduce a new portal to allow…

To successfully implement the Salesforce Grants Management package and an accompanying portal, specific prerequisites must be met. The Grants Management application is built exclusively for the Lightning Experience, necessitating the migration of internal users from Salesforce Classic. Chatter is a core requirement for the application's collaborative features and record feeds to function correctly. For the external portal, where grant applicants will manage their applications, Customer Community Plus licenses are required. These licenses provide the necessary object access and advanced sharing capabilities for grantseekers to interact with their specific funding request records within the portal.

A. Customer Community Licenses: This license type is insufficient. The Grants Management portal requires the advanced sharing and object access capabilities provided by the Customer Community Plus license to function as designed.

C. Enable Web-to-Lead: This feature is used for capturing marketing leads from a website into the Lead object. The Grants Management intake process uses a dedicated portal and custom objects, not the standard Web-to-Lead functionality.

1. Salesforce Help, Public Sector Solutions Documentation, "Set Up Grants Management": This document explicitly lists the prerequisites for installing and using the Grants Management package.

Reference for Answer D (Lightning Experience): Under the "Prerequisites for Grants Management" section, it states, "Grants Management is available in Lightning Experience only."

Reference for Answer B (Enable Chatter): In the same "Prerequisites for Grants Management" section, a required step is to "Enable Chatter."

2. Salesforce Help, Public Sector Solutions Documentation, "Set Up a Portal for Grantseekers": This guide details the requirements for creating the external-facing portal for applicants.

Reference for Answer E (Customer Community Plus Licenses): In the "Assign Permissions and a License to Grantseekers" subsection, the instructions state, "Then assign them a Customer Community Plus license." This confirms the specific license type needed for external users.