Impact Stories

This page covers:

Overview of Impact Stories

Impact Stories enable users to capture narrative observations, learnings, or qualitative results in an unstructured manner, with the ability to include rich text, links, photos, and videos. This feature is available on the Project, Geographic Area, Thematic Area, and Reporting Period objects and can connect to other Salesforce objects.

Organizations may use Impact Stories to:

• Document narrative reports at the grant/project level

• Share internal learnings in a more narrative format

• Publish a narrative impact story on an external-facing Digital Experience portal or website (additional configuration required)

Open

Create an Impact Story

1. Navigate to the Project record that you want to create the Impact Story for and select the Impact Stories tab.

2. Click New on the 'Related Stories' related list.

Open

3. In the ‘New Impact Story’ popup, populate the Impact Story Name and Narrative fields, including rich text, links, photos, and videos, as necessary.

4. Relate the Impact Story to relevant Geographic Area(s), Thematic Area(s), and/or Reporting Period(s).

5. Click Save.