From the Reports tab, click New Report. 2. Select the report type Campaigns with Contacts with Activities, then click Create.
Full Answer
What is volunteers for Salesforce (V4s)?
What is Volunteers for Salesforce (V4S)? 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:
How to create a Salesforce report?
1 How to Create a Salesforce Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click ... 2 Salesforce Report Features. 3 Scheduling a Salesforce Report. 4 Salesforce Custom Report Types. 5 Create Your First Report! More items
Is Salesforce reporting worth it?
Written By... Christine Marshall Christine is the Salesforce Evangelist at Salesforce Ben. She is a 6 x certified Salesforce MVP, a regular speaker at Salesforce events, and leads the Bristol Salesforce Admin group. Salesforce reporting is possibly the most valuable capability you have at your disposal.
How do I report on activities from campaign members?
Since the act of adding Activities to Contacts or Leads does not directly link them with the source Campaign, it is not possible to report on Activities from Campaign Members. To request this functionality for a future release, see Associate a Task with Lead and a Campaign on the IdeaExchange.
Can Salesforce track volunteers?
Event Management Volunteers for Salesforce provides tools for managing your organization's volunteering programs. Track who your volunteers are and the hours they have worked, manage all volunteer jobs and shifts, both ongoing, and for a specific event.
How do I log volunteer hours in Salesforce?
Record Hours for a Specific Job or ShiftGo to the Volunteer Job or volunteer Shift you want to enter hours for.Click the Related tab.On the Volunteer Hours related list, click Mass Edit Volunteer Hours.Change the Volunteer Job or Shift as needed. ... Enter the Contact name.More items...•
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.
What is volunteers 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 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 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 can V4S help you manage your volunteers?
V4S handles many of your common volunteer management tasks and needs, including:Recording volunteer work in a structured, organized way.Tracking volunteer hours and participation in specific shifts and events.Recording your volunteers' skills and matching them to volunteer jobs that could benefit from their talents.More items...
Which object tracks the dates times and number of volunteers needed for a specific job in V4S?
Volunteer ShiftV4S and Your Salesforce InstanceType of ObjectObject NameDescriptionStandardContactRepresents a volunteer.CampaignRepresents a volunteer event or initiative.CustomVolunteer JobTracks jobs to fill and skills needed.Volunteer ShiftTracks dates, times, and number of volunteers needed for a job.3 more rows•Dec 9, 2019
What is the nonprofit success pack?
The Nonprofit Success Pack (NPSP) is an app that sits on top of Salesforce Enterprise Edition. NPSP is preconfigured for nonprofits as an-easy-to-use fundraising and constituent management application, designed to make the daily life of nonprofits a little easier.
Types of Salesforce Reports
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How to Create a Salesforce Report
To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.
Report Charts
While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.
Salesforce Report Features
While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:
Scheduling a Salesforce Report
In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.
Salesforce Custom Report Types
In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.
Create Your First Report!
Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:
Workaround
1. Create a new Custom Report Type for Campaigns with Contacts with Activities 2. Create a new Custom Report Type for Campaigns with Leads with Activities 3. Create 2 new, separate reports using these report types.
1. Create a Custom Report Type for Campaigns with Contacts with Activities
1. From Setup, enter Report Types in the "Quick Find" box, then click Report Types .
2. Create a Custom Report Type for Campaigns with Leads with Activities
1. From Setup, enter Report Types in the "Quick Find" box, then click Report Types .
3. Create a 2 reports using each of the new Custom Report Types
1. From the Reports tab, click New Report. 2. Select the report type Campaigns with Contacts with Activities, then click Create. 3. Select a specific Campaign or select All Campaigns. 4. Click Add to add a filter. 5. Customize the report and remove or add columns and details you'd like to see on the report. 6. Run the report and Save. 7.
Learning Objectives
Volunteer Email Automation
- You want to make it easy for your volunteers to help out, so it’s critically important to get volunteers the information they need, when they need it. But managing all those emails is time consuming. Fortunately, Volunteers for Salesforce (V4S) has preconfigured email templates for all the typical volunteer messages. V4S also includes workflow rules that trigger sending emails at …
Manually Email Volunteers
- Automation is great, but sometimes you want to email volunteers on the fly. For example, NMH emails volunteers if an event is canceled, to provide additional information, or to remind them that their shift is coming up. V4S helps send all of these messages. Let’s follow along with Enoch as he emails his volunteers to let them know that their shift is coming up. Again, if you want to follo…
View Volunteer Reports and Dashboards
- V4S comes with reports and dashboards that provide all kinds of information about your volunteer programs. You can use these reports and dashboards to analyze volunteer trends and help you decide where to focus your volunteer efforts. V4S provides more than 25 different reports, including a list of available jobs, top volunteers, upcoming shifts, a...
Resources
- Documentation:Stay in Touch with Your Volunteers
- Salesforce Help: Email Templates in Salesforce Classic
- Salesforce Help: Workflow
- Documentation:Configure Email Notifications and Email Templates