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 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 does the volunteer management process work in the event industry?
V4S handles many common Volunteer management processes such as: Tracking hours a volunteer works, hours against specific volunteer shifts, and hours and jobs for a specific event Tracking the skills volunteers have and matching volunteers to jobs by skills and availability
What types of opportunities are available in Salesforce Philanthropy Cloud?
All types of opportunities are available in Philanthropy Cloud. 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.
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How do I volunteer for Salesforce?
There are several places you can go to find organizations that are looking for Salesforce volunteer assistance:Catchafire.Taproot Foundation.VolunteerMatch.All for Good.Your local Nonprofit and Education Trailblazer Community Groups.Your local community!
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...•
Is volunteers for Salesforce free?
Volunteers for Salesforce is an open-source product provided by Salesforce.org. We support installations of the Volunteers for Salesforce managed package. We don't support unmanaged installations of this product. This application was created by David Habib of DJH Consulting, and offered free to all non profits.
Can Salesforce track volunteers?
0:123:06Demo: Volunteer management with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipCan be challenging for many organizations. Salesforce can help you automate these time-consumingMoreCan be challenging for many organizations. Salesforce 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
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 the Salesforce pro bono?
Salesforce.org Pro Bono Service Program Our Pro Bono Program aims to match Nonprofits and Educational institutions with Salesforce professionals to maximize their Salesforce implementation and transform their organization. All nonprofit organizations with a live instance (not a trial) of Salesforce can apply.
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 is Salesforce 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.
What is Salesforce PMM?
Program Management Module (PMM) is a standard framework for NGOs to track Programs, Services, Constituents' or Cohorts' Program Engagements and Service Delivery and extract meaningful outputs data. It is free and open source and integrates with NPSP.
What is case management in Salesforce?
As described in Service Cloud Introduction session, Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually.
Complete the Salesforce.org Product Trails
If you’re planning to volunteer with a nonprofit, then you’ll want to understand exactly how the Nonprofit Cloud works, and how it’s different from “standard” Salesforce.
Listen to the Jason Wurtz episode of the Salesforce Admins Podcast
This is a podcast that I recorded with Jason Wurtz, Pro Bono Marketing Manager at Salesforce, where he discusses his personal journey and gives a ton of useful guidance for volunteers looking to give back to the ecosystem. Give this a listen before embarking on your volunteering.
Find an organization that needs your skills
There are several places you can go to find organizations that are looking for Salesforce volunteer assistance:
Create the First Job
Now it’s time to move to the next level down in your structure—the jobs. Before you get started, jot down the jobs that you need for your event. Here again are the EarthCorps jobs for REVIVE.
Create More Jobs
Because you want to create another job for the same event, the easiest thing is to clone the Setup Crew job and then change the details.
Review the Jobs You Created
Now let’s look at your Campaign Detail page to see the jobs that you created.
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.
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 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.
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.
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