In Salesforce Nonprofit Cloud for Grantmaking, managing and reviewing financial data is streamlined through specialized Lightning components. When an applicant submits a proposal, they typically include a structured budget. To provide a user-friendly and comprehensive view of this data for internal reviewers, the consultant must use the Budget component.
The Budget component is a purpose-built UI element designed specifically for the Grantmaking data model. Unlike standard related lists, which only show records in a flat table format, the Budget component provides a hierarchical and aggregated view of the Budget, Budget Category, and Budget Category Value records. This allows a grant manager to see the total requested amount, the breakdown by category (e.g., Personnel, Travel, Equipment), and individual line items all in one place.
Step-by-Step Configuration:
Preparation: Ensure that the Individual Application record is correctly linked to a Budget record. In a typical flow, the application is the parent record.
App Builder: Navigate to the Individual Application record page in the Lightning App Builder.
Add Component: Search for the "Budget" component in the standard components list.
Placement: Drag and drop the component onto the page—usually in a prominent tab like "Financials" or "Budget Review."
Visibility: The component automatically detects the budget associated with the application. If multiple budgets exist, it can be configured to show the primary one.
Using the Budget component is the recommended best practice because it supports the Sequence Numbering of categories and provides a "Total" summary that is not available in a standard related list. This ensures that reviewers have a clear, formatted, and accurate financial picture of the grant request without having to navigate through multiple related records.
