- In Salesforce, click the App Launcher ( ) in the navigation bar, and choose the Volunteers app.
- Click the Campaigns tab, and then click New.
- Select the Volunteer Campaign record type.
- Click Next.
- Enter your volunteer campaign name. EarthCorps calls their annual gala REVIVE.
- Select the Active option. If you don’t select this option, the campaign doesn’t display on the Shift Calendar or on your website.
- The following fields are used mostly for filtering and reporting on your campaigns. ...
- From the Volunteer Website Time Zone drop-down list, select the time zone where the event is occurring. EarthCorps is located in Seattle, so Dianna selects America/Los Angeles.
- Enter the start and end dates for your event. Dianna needs about a month to plan REVIVE, so she sets September 9, 2016 as the start date. ...
- Click Save. The Campaign Detail page appears.
Full Answer
How to become a volunteer in Salesforce (V4s)?
Complete the Volunteers for Salesforce (V4S): Quick Look badge, which gives you an overview of V4S and its features. Complete the Volunteer Registration in V4S badge, which provides the basics of managing V4S records and assigning volunteers to volunteer shifts.
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 can you manage your volunteers with V4s?
You can automate custom emails to volunteers when they sign up or complete a shift. V4S also provides handy reports and dashboards that show you the outputs generated by the volunteers’ efforts and highlight where you may need extra help. Let’s follow along to see how NMH uses all of these tools to manage its volunteers.
How do volunteers sign up for shifts on their own?
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.
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Why is data important for volunteer management?
Data is an important part of any long term volunteer management and engagement strategy. Tracking key data points over a period of time will allow you to properly evaluate your progress and help you stay on track to meet your goals.
What is the importance of keeping track of volunteer data?
Keeping track of important volunteer data like skills, qualifications, certifications, and training information is essential to make sure you are leveraging your volunteers to make the biggest positive impact possible.
What can a volunteer manager do?
A volunteer manager can create a marketing campaign to try and convert members and donors into volunteers. This is a great option because these individuals are already dedicated to your organization’s mission and actively participating in other ways.
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.
How many nights does Salesforce take?
It takes much more than one night to plan and execute a one-night event. You can track all your planning and preparation time in Salesforce, so for the start date, choose the date when you start working on the event.
What is V4S for EarthCorps?
EarthCorps is a long-time user of V4S. V4S helps with all EarthCorps’ volunteer management needs, from processing the 10,000 volunteers per year who help restore local area parks, to recruiting office and fundraising event volunteers.
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.
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 ...
What is Salesforce.org?
Salesforce.org puts Salesforce technology into the hands of nonprofit and educational institutions working to make the world a better place. We believe that technology is the most powerful equalizer of our time and our ultimate goal is to help nonprofit and educational institutions accelerate their impact using Salesforce technology. Our product donation program and discounted pricing model provides equal access to change-making organizations of all sizes.
Who is the lead solution engineer for Salesforce?
David Everitt, Lead Solution Engineer, Salesforce: “The biggest contribution you can make to a nonprofit is to use your Salesforce skills. There aren't many who can do what you can do with Salesforce.”
Do no harm to volunteer?
Do No Harm. Volunteering your time and talent is one of the most impactful ways to give back. However, it’s critical for you to commit to doing no harm before you start a pro bono project with a nonprofit or educational institution. In other words, don’t be a pro bono villain!
Learning Objectives
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. …
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…
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, Enoc...
Resources
- Documentation:Track and Identify Your Volunteers
- Documentation:Volunteers for Salesforce (V4S) Documentation
- Salesforce Help: Page Layouts
- Salesforce Help:Add or Edit Picklist Values
Learning Objectives
Gearing Up For The Big Event
- Volunteers for Salesforce (V4S) can help with any volunteer management need. At the (fictional) nonprofit No More Homelessness (NMH), the immediate need is to recruit and track volunteers for its biggest fundraising event of the year. NMH uses V4S to staff hotline volunteers, the food pantry, and other ongoing program needs, too, but the big fundraising event is right around the c…
Structure Your Volunteer Records
- Like any great event, NMH's Welcome Home gala begins with planning. At a high level, the staff knows they need volunteers for the following positions and time slots. Creating this list might seem simple, but it may be the most crucial part of planning. It’s at this moment that NMH must decide how to structure its volunteer data in Salesforce, using campaigns, volunteer jobs, and vo…
Set Up The Campaign
- Now that we know how we want to structure the records for our event, let’s create the campaign in V4S. The campaign record is the top level of our structure, and data from all of the related volunteer jobs and shifts rolls up to this record. 1. In Salesforce, find and select Volunteers from the App Launcher (). 2. Click the Campaignstab. 3. Click N...
Resources
- Trailhead: Volunteers for Salesforce: Quick Look
- Documentation: Volunteers for Salesforce (V4S) Documentation
- Documentation: Plan a One-Time Event
- Documentation:Create a Campaign