Grant Lifecycle
Spend your program team's time on the grants that matter: complete applications, eligible applicants, reviewers assigned and reports tracked.
The fit.
- Cloud
- Nonprofit Cloud (Agentforce Nonprofit) with Grantmaking
- Packs
- Nonprofit Edition
- Who it’s for
- Foundations, community funders, government and corporate grantmakers running programs in Nonprofit Cloud Grantmaking
- Typical go-live
- 3–5 weeks
- Runs as
- Agentforce agent in your org
Built to order in your org. Not a template.
Fixed price, USD
- Simple
- $6,500
- Standard
- $11,500
- Complex
- Fixed quote after the Readiness Assessment.
What needs to change.
Every intake cycle, program officers open hundreds of applications to find the missing budget, the unsigned attestation or the applicant that was never eligible. Reviewer assignment happens in a spreadsheet. After awards go out, interim reports and disbursement milestones slip because nobody is watching the dates.
What it does.
- Checks every new application for completeness against your program's checklist: required answers, documents, budget, attestations
- Pre-screens eligibility against your program criteria (geography, registration status, budget size, focus area) and explains each result. It recommends; your staff decide
- Suggests reviewers based on expertise, workload and conflicts of interest, then assigns once you approve
- Drafts reminders for staff approval before reports and milestones are due, and flags overdue ones
- Summarizes awards and disbursements: what's been paid, what's scheduled, what's on hold and why
- Answers questions like "which grants in the Youth program have overdue reports?" in plain language
Price.
Prices in USD. Simple and Standard are fixed scope. Complex is scoped after the assessment.
| Tier | Your org looks like | Arkeforce price (USD) |
|---|---|---|
| Simple | 1–2 programs, one application form, simple eligibility, email reminders | $6,500 |
| Standard | 3–6 programs, staged review, conflict-of-interest checks, grantee portal | $11,500 |
| Complex | Many programs, both application models in use, multi-stage panels, complex disbursement schedules | $14,500 to $22,500Typical range. Fixed quote after the Readiness Assessment. |
- What you pay Salesforce
- Agentforce entitlements and Flex Credits, billed by Salesforce
- What you pay anyone else
- Nothing for this agent.
- What you pay Arkeforce
- The tier price above, fixed before we start.
Outcomes we target.
| Outcome | How we measure it | Typical 90-day target, tracked with you |
|---|---|---|
| Faster intake triage | Staff time from submission to "ready for review" | −40 to −60% |
| Fewer incomplete applications reaching review | Applications sent back after review starts | −50% |
| Faster reviewer assignment | Days from "ready for review" to all reviewers assigned | From days to under 1 day |
| Fewer late reports | Reports overdue more than 30 days | −30% |
Targets are targets, not measured results or guarantees. Tracked with you during the 30-day support window and under a retainer after that.
Sample exchange.
Illustrative examples, not results from a client engagement.
You:How's the Spring Community Fund intake looking?
Agent:142 applications. 97 complete, 31 missing items (mostly the board list), 14 flagged as possibly ineligible: 9 outside the service area, 5 over the budget cap. Want the list of missing items to send to applicants?
You:Assign reviewers to the 97 complete ones.
Agent:Proposed: 3 reviewers each, balanced to about 24 per person. I skipped Dana for 4 applications where she's listed on the applicant's board. Confirm and I'll create the assignments.
You:Decline the 14 ineligible ones.
Agent:I can't make funding decisions. I've marked them 'eligibility review' for a program officer, with the reason for each.
Built for your org.
- We set it up around your programs, your eligibility rules, your review stages and your report schedule. It uses your terms ("Letters of Inquiry", "Cohort 2027") and works with whichever Nonprofit Cloud grantmaking setup you run. Staff only see the applications and awards their access allows.
Installed as a package in your org, source visible to your admin.
Scheduled checks use no Flex Credits. Chat actions can consume Flex Credits. Agentforce testing, including sandbox tests, can consume requests and credits. We confirm metering against your licences.
Compared with what’s already out there.
| Option | What it covers | When it may be enough |
|---|---|---|
| Native Agentforce | Nonprofit Cloud Grantmaking provides the grant data model; Applicant and Grantee Support Agent answers applicant questions on an Experience Cloud site.Source · 2026-10-28 | Your priority is applicant self-service and your internal intake process already works. |
| Salesforce in Claude | Coverage for this workflow has not been verified. Other teams are scoped case by case.Source · 2026-10-28 | Check the job, access and scope against your org. |
| AgentExchange | No equivalent listing verified on 2026-10-28. We check the current catalogue during the assessment.Source · 2026-10-28 | Check the job, access and scope against your org. |
| Arkeforce | Spend your program team's time on the grants that matter: complete applications, eligible applicants, reviewers assigned and reports tracked. | |
Verified on 2026-10-28. Availability and licensing can change; we confirm them for your org.
What’s included.
- Discovery of your programs and grantmaking setup, with a written fit report
- Configuration of checklists, eligibility rules, reviewer pools and reminder schedules
- Sandbox testing with past application cycles, including adversarial tests
- A report-only first cycle week (checks and summaries live, no assignments or reminders sent)
- Program staff and admin training
- 30 days of post-launch support
Prerequisites.
- Nonprofit Cloud with Grantmaking enabled and in use (applications, awards and requirements in Salesforce)
- Enterprise, Performance or Unlimited Edition with Salesforce Foundations or an Agentforce 1 Edition; required add-ons depend on the actions used.
- Agentforce enabled with Employee agents, and entitlements for chat actions (scheduled checks use no Flex Credits)
- Program criteria written down clearly enough to check against
- Optional: Experience Cloud grantee portal, Slack
Retainer (optional, monthly).
Tuning, threshold changes and re-checks after Salesforce releases come out of your retainer hours.
- Essentials $1,000/mo with 3 hours
- Growth $3,000/mo with 10 hours
- Partner $5,500/mo with 20 hours plus one integration per quarter
Retainer prices in USD.
Trust and safety.
- Never approves, declines or funds an application: decisions stay with your staff and board
- Never sends anything to applicants or grantees, or assigns reviewers, without staff approval
- Applicant-submitted text is treated as information only and can't instruct the agent
- Respects each user's existing Salesforce permissions
Start with the job.
Tell us what needs to happen and where it gets stuck. We’ll check the fit and agree the scope before anything is built.
Not sure yet? Explore the Readiness Assessment →