totallymajor / grant-management-program

Grant Application System for Kids

This project is designed to create a grant application system for kids, restricted to Pennsylvania residents, using Salesforce Nonprofit Cloud with Grants Management. The system will include a Lightning Web Component (LWC) application form, automated notifications, secure data handling compliant with COPPA, batch processing, and progress tracking.

Table of Contents

• Background
• Requirements
• Architecture
• Implementation
• Milestones
• Gathering Results
• License

Background

The purpose of this project is to create a grant application platform for kids who wish to apply for funding to support their lemonade stands. This platform will ensure compliance with regulatory rules and provide a seamless experience for applicants and administrators.

Requirements

1. A form for kids to apply for grants, restricted to Pennsylvania residents, created using Lightning Web Components (LWC).
2. Using Salesforce Nonprofit Cloud with Grants Management.
3. Automated notifications sent to kids upon grant approval.
4. Compliance with any regulatory rules applicable to online interactions with children (e.g., COPPA in the U.S.).
5. A batch class scheduled in Salesforce to update the status of over 200 contacts/accounts at the end of the summer program to reflect completion.
6. Application mapping to specific fund.
7. A login system for kids to post updates about their lemonade stands, integrated into Salesforce, with enhanced security measures to protect children's privacy and data.
8. A grant progress component to track and display the status of grant usage and project milestones within Salesforce.
9. A dashboard within Salesforce for Sally and Sam to monitor the status and success of funded lemonade stands.
10. Feedback mechanism for kids to provide updates and receive guidance, fully integrated into the Salesforce system, ensuring secure and compliant data handling.

Architecture

Component Diagram

The system is built using Salesforce Nonprofit Cloud and includes the following components:

• LWC Application Form: Captures application data, performs inline validation, and handles secure data submission.
• Grant Management Integration: Links application data to the Grants Management module.
• Automated Notifications: Sends status updates to applicants.
• Batch Apex Class: Updates contact/account status at the end of the summer program.
• Security and Compliance Mechanisms: Ensures secure data handling and compliance with COPPA.
• Feedback and Progress Tracking: Allows kids to submit updates and track grant usage.
• Admin Dashboard: Provides real-time monitoring and analytics for administrators.

Implementation

1. Setup Salesforce Environment

   • Configure Salesforce Nonprofit Cloud.
   • Install and configure the Grants Management module.

2. Develop LWC Application Form

   • Create the LWC form for grant applications.
   • Implement JavaScript validation for eligibility checks.
   • Develop Apex controllers for backend processing and data submission.

3. Integrate Grant Management

   • Link the application form data to the Grants Management module.
   • Ensure proper mapping of applications to specific funds.

4. Automate Notifications

   • Use Salesforce Process Builder or Flow to set up automated notifications for application status updates.

5. Implement Batch Apex Class

   • Develop a batch Apex class to update contact/account status at the end of the summer program.

6. Enhance Security and Compliance

   • Implement field-level security and encrypted sessions.
   • Set up secure authentication methods and compliance checks.

7. Build Feedback and Progress Tracking Components

   • Create components for feedback submission and progress tracking.
   • Integrate these components into the Salesforce environment.

8. Develop Admin Dashboard

   • Use Salesforce’s analytics tools to create a dashboard for monitoring grant status and success.

Milestones

1. Initial Setup and Configuration

   • Complete Salesforce environment setup and configuration.

2. LWC Form Development

   • Develop and test the LWC application form.

3. Integration and Automation

   • Integrate with the Grants Management module and automate notifications.

4. Security Implementation

   • Implement security and compliance measures.

5. Feedback and Progress Tracking

   • Develop and test feedback and progress tracking components.

6. Admin Dashboard

   • Create and refine the admin dashboard.

Gathering Results

After deployment, the system will be evaluated based on:

• Compliance with requirements.
• User feedback from applicants and administrators.
• Performance metrics such as application processing time and notification accuracy.

License

This project is licensed under the MIT License - see the LICENSE file for details.