Salesforce

Understanding the Geographic Areas Served Standard Field

« Go Back
Information
Understanding the Geographic Areas Served Standard Field
Understanding-the-Geographic-Areas-Served-Standard-Field
Details

Geographic Areas Served Standard Field overview

The Geographic Areas Served standard field allows organizations to collect structured information about the geographic locations that benefit from a grant-funded project. Grantseekers can enter one or more locations—along with an associated amount—within a grant request, making it easier to understand how funding is distributed across regions. 

This field supports consistent, standardized data entry by using predefined address components such as City, State, Zip Code, Country, and optional international currency information. Administrators choose which fields appear and whether they must be completed. After submission, reviewers can edit, add, or delete entries as needed, ensuring final records reflect accurate allocations. 

Each location added in the field is stored as an individual entry, allowing administrators to analyze, group, or visualize benefiting locations. These entries can be joined with other grant, organization, or request data to support a deeper understanding of your program’s geographic reach. 

The Geographic Areas Served field is currently available for both Grant Requests and Impact Reports. 

Key capabilities 

The Geographic Areas Served field provides the ability to: 

  • Capture one or more geographic locations for a single grant request
  • Assign amounts to each location independently
  • Configure required fields and visibility
  • Edit, add, or remove entries during request review
  • Use each location as an individual record in ad-hoc reporting and Insights
  • Support domestic and international address formats, including local currency fields 

These capabilities help administrators document benefiting areas consistently and prepare for reporting needs requiring geographic specificity. 

When to use this field 

This field is useful when organizations need to: 

  • Document the specific areas served by a funded project
  • Identify how much funding reaches each region
  • Standardize geographic data that will be used in reporting
  • Build visualizations or grouped reporting based on address-level information 

It is especially helpful for organizations with reporting needs requiring regional impact analysis or compliance with geographic reporting standards. 

 

Grantseeker view:

 

 

Administrator setup:

  

Reviewer view:

   

Grantee view (Impact Reports):

 

To continue learning about how to configure and use this field, explore the articles below.


Powered by