You can use the Volunteer Hours record to track the details of a volunteer's time, including whether the volunteer actually showed up. Volunteer Hours allow you to track volunteers at different points in the process, from prospect to confirmed to completed (or, hopefully not, no-show). Note
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 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.
How do I search for volunteers?
On the Find Volunteers page, you can search using the volunteer-specific custom fields: Volunteer Status, Volunteer Availability, and Volunteer Skills. You can also expand the search criteria to include more contact fields.
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.
How do you keep track of volunteers?
Some organizations opt for manual volunteer hour logs while others prefer more automated volunteer hour tracking. Manual volunteer hour logs are cost-effective and quick to put into practice. Just print or copy your sheet, bring it to your volunteer event, and have volunteers record their hours.
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 you manage a group of volunteers?
It should:Focus on the volunteer as a person.Create an environment where volunteers can express themselves.Reassure where necessary.Ensure the volunteer feels that their work is valued.Alert you to possible changes or personal issues affecting the volunteer.Provide an opportunity for both positive and negative feedback.More items...
Can Salesforce track volunteer hours?
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 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
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 create a volunteer management plan?
Follow These Six Steps to Build a Strong Volunteer Management PlanStep 1: Set Your Goals. ... Step 2: Recruit Smarter. ... Step 3: Do This to Set Yourself Apart. ... Step 4: Engagement is Key. ... Step 5: Create a Communications Plan. ... Step 6: Report Your Success.
How many volunteers can one person manage?
Getting Serious about Staff/Volunteer Ratios Nationally, CASA has developed a standard for adequate supervision: no more than 30 volunteers should be assigned to one full-time supervisor, and a smaller ratio is preferred.
What steps can you take to manage volunteers effectively?
To engage volunteer time and talent effectively, nonprofits need a solid volunteer management strategy in place. Successful volunteer management starts with a focus on the right tactics that include active volunteer recruitment, strategic placement, relevant training, proper supervision, and meaningful recognition.
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 Data Does VS4 track?
However, in this case, Contacts represents your individual volunteers and Campaigns represents your individual volunteer events or initiatives. One thing to note is that even though V4S uses these Standard Objects, new fields have been added within these objects that allow you to track information specific to volunteer management. Below are listed the Objects VS4 includes along with a sample of the fields and information you can track on each one.
What can you do with this information?
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.
How do You Get V4S?
Volunteer management systems like V4S allow you to keep your volunteers engaged and supported but also allow you to have a well connected, efficient and impactful organization. The time that your volunteers donate to your organization is often just as valuable as a monetary donation. So making sure you have systems in place that give you the ability to understand who your volunteers are will help keep your volunteers engaged, happy, valued and proud that they are making a difference (which is why they chose to volunteer for you in the first place).
How does V4S work?
In addition to allowing volunteer sign-up through your website, V4S also lets you setup Personal Volunteer Sites. These sites provide volunteers with their own online page where they can view their volunteer data, manage their personal information such as availability and skill sets, and sign up for jobs. They can also see a snapshot of their recent volunteer history including the dates they volunteered and for what jobs, their total volunteer hours given, upcoming scheduled jobs and log their hours for current volunteer jobs. Furthermore, you can publish information to these sites that shows your volunteers how they rank in comparison to others with your organization based on the overall time they have given.
What is shift calendar?
Shift Calendar: custom calendar that displays both available and closed shifts by campaign or display a calendar of jobs and shifts on your organization’s website and allow volunteers to sign up via the website
What is volunteer work?
They help with fundraising, events, administrative tasks, offer professional skills (to name a few) and most importantly they help spread awareness for the mission of your organization. They are advocates of your cause, help spread awareness and also help recruit new volunteers or donors through their personal and professional networks.
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.
How to measure volunteer satisfaction?
Do they feel overwhelmed? Are you making the most of their skills? An easy way to measure this satisfaction is through creating and analyzing volunteer satisfaction surveys. SurveyMonkey has a great template with some suggested questions to get you started.
Does Reading Partners have Salesforce?
Specifically, Reading Partners is now able to identify gaps in tutor recruitment and proactively drive action back into Salesforce through activity management such as Tasks and Chatter. This allowed Reading Partners to realign their recruitment focus with the locations that need it the most. They are also able to focus on the outcome and impact metrics that correlate their volunteer impact to their program success. With Einstein Analytics, they know if they recruit enough tutors or not, by location.
Does Einstein Analytics have chatter?
With Einstein Analytics, they know if they recruit enough tutors or not, by location. With Einstein Analytics, Reading Partners can also utilize Chatter to share dashboards to a wide audience, making data easy to understand. The dashboards are easy to customize and can even be branded in company logo and colors.
How to recruit and retain volunteers?
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 to the volunteer site. And then after managing to find your way there and donating an afternoon of your precious time, you never receive a thank you for your efforts. You probably wouldn’t be highly motivated to volunteer for that organization again.
How to update volunteer availability?
To update a contact’s availability, double-click the Volunteer Availability field and edit it to select the appropriate values. Dianna selects Weekdays and Mornings.
How to edit picklist values in Salesforce?
You can edit picklist values in Setup by selecting Fields and Relationships on the Contact page in the Object Manager. For detailed instructions, see the V4S Installation & Configuration Guide (available on the Volunteers for Salesforce Documentation page listed in the Resources section).
How many volunteers does Earthcorps have?
EarthCorps makes good use of all these V4S volunteer management features. EarthCorps has over 10,000 participants a year who volunteer in the local Seattle parks, pulling invasive weeds or spreading mulch over newly planted areas. EarthCorps wants their volunteers to have a great experience and come back to help again and again. Can you imagine if they had to email directions or send thank you’s to each of their 10,000 volunteers individually? That would be more than a full-time staff person’s time, not to mention tedious and error-prone.
What is V4S field?
V4S provides custom fields on the contact object to track a volunteer’s skills, availability, and status. These fields are conveniently grouped in a Volunteer Information section on the contact record.
Does Salesforce have a volunteer?
Fortunately, Volunteers for Salesforce takes the headache out of volunteer management . With V4S, you can automate custom emails to volunteers when they sign up for a shift or complete one. V4S also provides handy reports and dashboards that show you what your volunteers are doing and highlight where you need extra help. You can also search for—and find—volunteers with specific skills.
Is volunteering a full time job?
Even for a small organization, staying on top of volunteer management can be close to a full-time job. And when your organization is like EarthCorps and runs multiple events with thousands of volunteers, managing thank you’s, providing timely information to your volunteers, and finding volunteers with specific skills can be a daunting task.
How does V4S work?
V4S works on the principle that, first and foremost, volunteers who sign up on the website receive email acknowledgments immediately.) Hours: 3. Click Assign. Dianna has completed the process of signing Peter up for the Cheasty Greenspace job in V4S.
Does Cheasty Greenspace need volunteers?
And she needs volunteers available on a particular day.
Can you use your own organization's data to assign a volunteer to the job of your choice?
If you haven’t entered the same campaign, job, and shift information as Dianna, you can use your own organization’s data and assign the volunteer to the job of your choice. In the Volunteers section, select the checkbox for your chosen volunteers. Dianna selects Peter.
