In Salesforce, find and select Volunteers from the App Launcher (). Click the Campaigns tab. Click New. Select the Volunteer Campaign record type if prompted to choose.
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 do I add volunteer skills to my contact list?
On the contact record, click the pencil icon () next to the Volunteer Skills field. Move the skills you want to include from the Available list to the Chosen list by highlighting the skills and clicking the arrow pointing to the right ( ). Enoch highlights Food Safety and moves it to the Chosen list.
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.
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.
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 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 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 coordinate volunteers?
8 Steps to Organize Volunteers to Maximize ImpactUnderstand Their Passions.Keep Volunteer Profiles.List Out All Possible Activities.Set Tasks.Set Goals.Form Groups.Have a Designated Volunteer Area.Know Your Role.More items...•
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? 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.
What is V4S in 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 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...
What are the duties of a volunteer coordinator?
Volunteer Coordinator duties and responsibilitiesSource and recruit volunteers using different recruiting various techniques.Collect information on qualifications and skills.Arrange for training when needed.Manage schedules for everyday activities.Assign responsibilities as appropriate.More items...
What makes a good volunteer coordinator?
People think leaders need to be strong, determined, results-oriented, and have most of the answers, but in fact, volunteer coordination involves team-oriented planning, having an open mind, and being a trustworthy partner. Make no mistake — effective volunteer coordination requires strong leadership skills.
Is being a volunteer coordinator hard?
Coordinating volunteers is one of the most important jobs done by schools, churches, children's sports leagues and non-profits. When it's done well, these organizations run efficiently and accomplish their missions. But acting as a volunteer coordinator is no easy task.
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.
Sign Up Volunteers
Now that we have our Volunteers for Salesforce (V4S) site set up, let’s test our sign-up form by signing up for a volunteer shift.
Verify the Volunteer Email
One last thing to check: the automated email that thanks your volunteer for signing up. If you used your own email in testing the sign-up page, look in your inbox now. You should have received something like this.
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.
Keep Your Information Safe
So, you’ve found a Salesforce expert to help your organization through a pro bono engagement — congratulations! Pro bono volunteers can be an invaluable resource in helping you optimize Salesforce. Now, you might be wondering: “What do they need access to — and how do I ensure this is not a security risk?”
Guide Your Project to Success
For the best long-term results, we recommend that your project volunteer works alongside you, not in isolation. Seize this opportunity and ask questions! You will benefit from their knowledge and expertise because they will teach you how to do what they’re doing as they’re doing it.
Create the Best Partnership
We all know how valuable a working relationship can be to creating the best results. Once you have found a volunteer for the project, the success of the project will come down to relationships. Click on a tip below to see more how-to’s for creating the best partnership with your volunteer.
Add a Little Human Touch
Kindness takes you everywhere, so thank your volunteer. If you’ve built in milestones throughout the project, you’ll have had some opportunities to remind them along the way how important they have been to your organization — but project completion is also a meaningful moment to appreciate the volunteer for giving their time and skills.
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, Enoch Allen, that he recently completed a …
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