Slaesforce FAQ

can volunteer track their information on salesforce

by Easter Stracke II Published 2 years ago Updated 2 years ago
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Volunteers for Salesforce helps organizations manage volunteer events and people. From managing volunteers, jobs, shifts, and hours, this product allows nonprofits to track and report on all of the data as well as allow public signups on a website.

Why volunteers for Salesforce (V4s)?

And when your organization is like our (fictional) nonprofit No More Homelessness (NMH)—which runs multiple events with hundreds of volunteers—managing thank you messages, providing timely information to your volunteers, and finding volunteers with specific skills can be a daunting task. Fortunately, Volunteers for Salesforce (V4S) can help.

How does Salesforce use artificial intelligence to improve volunteerism?

Einstein, Salesforce’s artificial intelligence layer, serves up volunteering and donating opportunities directly to employees based on their skills, preferences, location, and activity on the platform. Employees aren’t limited to skills they already have, though.

How do I track a volunteer’s skills and availability?

V4S includes custom fields on the Contact object to track a volunteer’s skills, availability, and status. These fields are grouped in the Volunteer Information section on the contact record layout. This section also contains an important field called Volunteer Auto-Reminder Email Opt Out.

Is your organization ready to assist with your Salesforce skills?

However, not every organization that you want to assist with your Salesforce skills will be ready for you. Right now, many organizations are simply looking for donations so they can continue to deliver their critical services during this time.

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What is volunteer for Salesforce?

Volunteers for Salesforce (V4S) is a tool to help you manage your organization's volunteering program, events, and people. V4S handles many common Volunteer management processes such as: Managing Volunteer jobs that an organization needs filled.

How do I track Npsp volunteers?

0:123:06Demo: Volunteer management with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSalesforce can help you automate these time-consuming processes. So you can better track jobs andMoreSalesforce can help you automate these time-consuming processes. So you can better track jobs and volunteers enable sign ups and analyze. And report on the success of your volunteer.

What information should you collect from volunteers?

Age, education level, income, and occupation are a few examples of key information that can help you learn more about your volunteers. If you think these questions are too personal, consider coming up with ranges for each category and/or making this information optional.

How do I enter volunteer hours in Salesforce?

ImportantOn the Shift Calendar, click a Shift. ... On the Shift detail page, click the Related tab.On the Volunteer Hours related list, click Mass Edit Volunteer Hours. ... In the first row, enter a Contact's name. ... Enter a status for the volunteer. ... Click Save. ... Choose the Job or Shift whose hours you want to edit.More items...•

How many nonprofits use Salesforce?

40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.

How do I add volunteers to Salesforce?

Make Volunteers for Salesforce Part of Your WebsiteIntroduction.Decide Which Pages to Add to Your Website.Website Integration—A Tag Team Event.Set Up Your Salesforce Site.Activate Your Site.Test Load the V4S Signup Page on Your Site.

How do you manage volunteer data?

But with the right volunteer management strategy, you'll find yourself engaging with supporters in more valuable ways, creating the foundation for long term support to grow your program over time.Collect the necessary volunteer data.Integrate your nonprofit system.Make decisions backed by data.Show impact to supporters.

How do I create a volunteer database?

How to Build an Amazing Volunteer Database for Now & Future...Leverage ongoing staff & volunteers who you already have. ... Harvest from your list of past volunteers. ... Partner with organizations of a similar cause. ... Talk to your sponsors. ... Reach out to local organizations. ... Social media outreach.

How do you organize a volunteer database?

Here are four best practices for organizing volunteers in 2021.Create Volunteer Profiles. Data should be the driving force behind your nonprofit's strategy. ... Create Realistic Goals. ... Create Landing Pages that Appeal to Groups. ... Create an Organized Reward and Recognition Program. ... Organizing Volunteers in 2021: Takeaways.

What function does a campaign record serve in V4S?

1What function does a campaign record serve in V4S? A. It's the top-level record that contains all of the volunteer job and shift records.

How can I volunteer at a Florida State Park?

To see park-specific position listings, visit the Volunteer Portal and select “Opportunities” at the top of the page. Search for “Campground Host” or “Park Resident Volunteer” to see available positions. Right now, parks are looking to fill positions in 2021 and 2022. Inquire early!

Is the Peace Corps?

The Peace Corps is an independent agency and program of the United States government that trains and deploys volunteers to provide international development assistance....Peace Corps.Agency overviewFormedMarch 1, 1961JurisdictionUnited States GovernmentHeadquartersWashington, D.C.Annual budgetUS$410.5 million (FY 2020)3 more rows

Why do you need to run a volunteer report?

Having the ability to run reports on your volunteer programs and events provides significant value to your organization. It allows you to understand which of your efforts are providing the greatest return and which ones are generating the most interest among volunteers. This is helpful for two reasons. One, it allows your team to focus on the events or programs that deliver maximum impact and two, gives you insight into why a specific event attracted a big volunteer turnout. It also gives you the information that your team needs to let your volunteers know what the direct impact has been of their contributions on the organization. This is crucial because the quickest way to lose volunteers is by wasting their time and not being able to show them the impact their contributions have had.

What is Salesforce V4S?

V4S is an application for volunteer management that has helped transform many nonprofit organizations worldwide. It has been designed to help you manage all aspects of your organization’s volunteer management needs from initial volunteer sign-up to reporting on volunteer hours. Not only does it help with the management of your volunteers needs but it also helps you to effectively manage your relationships with these individual volunteers and the organizations that they represent. Relationships are key to ensuring your volunteers stay engaged with your organization and V4S not only helps you stay connected to your volunteers but connected in a personalized way.

Why is V4S important?

The volunteer profile becomes extremely valuable because it allows you to personalize your communications with your volunteers based on certain information. For example, you notice that a volunteer has committed a lot of hours to your organization this year and you want to send them a thank you email or have a Director personally call them to give thanks. Maybe you want to get in touch with those volunteers that have not been active or haven’t volunteered in a given year. V4S allows you to quickly identify these volunteers that need nurturing and re-engagement. By tracking your volunteers skills, interests, and qualifications not only does it make it easier for your organization to find volunteers for a specific job but it also allows you to offer and match volunteers with jobs that will utilize their skill sets.

Connect to Your Volunteers in a Whole New Way

A key element in recruiting and retaining good volunteers is helping them feel connected to your organization and showing appreciation for the work they do on your behalf.

Volunteer Information

NMH runs a few food programs, and it’s always looking for volunteers who know their way around a kitchen. But which volunteers love to cook? And who is available?

Enter Key Volunteer Information

NMH integrated its V4S pages with its website so volunteers can sign up for shifts on their own. Although most of the data entry is done by the volunteers themselves, occasionally, someone on staff has to manually update a volunteer contact record.

Can a non profit undo a mistake?

Nonprofits often don’t have the resources to “undo” any mistakes that you might make during your volunteering engagement, even if it’s completely unintentional. At the very least, if you lack experience, then make sure to partner up with a mentor who can help guide you. Let’s dive into some useful resources:

Can you volunteer too much bandwidth?

Also, engaging with a volunteer may require too much bandwidth from the organization you’d like to work with, so make sure that your help is directed to the right place — if they are in financial peril, then I suggest donating your funds rather than your skills, for now. Volunteering your time and talent is one of the most impactful ways ...

Volunteers for Salesforce (V4S): Quick Look

Learn how to improve your organization's volunteer management with V4S.

Volunteer Registration in V4S

Use Volunteers for Salesforce to register volunteers for one-time and recurring events.

Website Integration for Volunteer Management with V4S

Foster volunteer engagement by connecting Volunteers for Salesforce with your website.

Volunteer Management in V4S

Connect with skilled volunteers and track their work in Volunteers for Salesforce.

Measuring the Impact of Volunteers to Drive Outcomes

What impact do volunteers have on nonprofits? Currently, output numbers are easy to find, but outcomes and impact can be more challenging. In a survey released by the US Bureau of Labor Statistics, 25%, or roughly 62 million Americans, engage in volunteering – that accounts for 7.8 billion hours, worth about $184 billion.

Einstein Analytics: Using Technology to Identify Volunteer Impact

Sadly, only 55% of organizations are assessing the impact of volunteers. But for one data-driven organization, turning to technology to better asses their volunteer output helped them bridge the gap between correlating their program outcomes and the impact their volunteers were making.

Reflect on Your Metric Objectives

Ask the right questions to get the data you need to report on program outcomes and impacts. Think about:

The ROI of Volunteers: Example Metrics

Feeling flummoxed by how to measure your outcomes and impact? Once you’ve identified which success metrics are important to your organization, you can start quantifying the impact of your volunteers.

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Learning Objectives

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After completing this unit, you’ll be able to: 1. Use Volunteers for Salesforce (V4S) to improve volunteer management. 2. Record volunteers’ skills, availability, and status in Salesforce.
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Connect to Your Volunteers in A Whole New Way

  • A key element in recruiting and retaining good volunteers is helping them feel connected to your organization and showing appreciation for the work they do on your behalf. Imagine volunteering for an event and not receiving information on how to get there. Then, after managing to find your way to the event and contributing your time and talent, you never receive a thank you message. …
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Volunteer Information

  • NMH runs a few food programs, and it’s always looking for volunteers who know their way around a kitchen. But which volunteers love to cook? And who is available? V4S includes custom fields on the Contact object to track a volunteer’s skills, availability, and status. These fields are grouped in the Volunteer Information section on the contact record layout. If you don’t see these fields on y…
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Enter Key Volunteer Information

  • NMH integrated its V4S pages with its website so volunteers can sign up for shifts on their own. Although most of the data entry is done by the volunteers themselves, occasionally, someone on staff has to manually update a volunteer contact record. One of NMH’s long-time volunteers, Peter Delauranti, called to tell NMH’s volunteer coordinator, Enoch Allen, that he recently completed a …
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Resources

  1. Documentation:Track and Identify Your Volunteers
  2. Documentation:Volunteers for Salesforce (V4S) Documentation
  3. Salesforce Help: Page Layouts
  4. Salesforce Help:Add or Edit Picklist Values
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