Click the Salesforce Sites URL for your site. To see the calendar page, append /GW_Volunteers__JobCalendar to the URL in the browser bar. This is the calendar view of NMH’s events for the month.
Full Answer
Where can I find organizations looking for Salesforce volunteer assistance?
There are several places you can go to find organizations that are looking for Salesforce volunteer assistance: Your local community! I bet you know of at least some nonprofit organizations in your area that you can reach out to.
How do I customize the volunteerssignupfs field set?
To customize the VolunteersSignupFS field set, on the Object Manager tab in Setup, click Contacts | Field Sets, then click VolunteersSignupFS. Refer to Configure Fields on the Volunteers Wizard Page for instructions on how to customize field sets.
Why is the 'volunteer organization' field's filter not working?
The 'Volunteer Organization' field's filter is not configured correctly. have configured exactly like above... While selecting the recordc type filter, please make sure that you are selecting the accont record type. and find the record type in look up.
How to enable fields in SharePoint?
To enable the fields, click Public Access Settings on the Site Detail page. Edit the profile to give access to the fields you want to include on the sign-up form. For more information about editing profiles, see the Data Security module (you can find the link in the Resources section).
Can you include a field in a V4S form?
Guess what—you can do all that with V4S. You can include any field on your sign-up form—standard or custom— that’s on the contact object or the volunteer hours object. That’s because the Volunteer Sign-Up form uses a handy feature called field sets.
Can Earthcorps call volunteers?
EarthCorps occasionally needs to call their volunteers on their mobile phones. Because Mobile Phone is a field on the contact, Dianna knows she can add it to the Volunteer Sign-Up Form. Let’s follow along as she adds the Mobile Phone field to the field set. 1.
Choose Between Two Versions of the Volunteer Signup Page
V4S offers two versions of the Volunteer Signup page, with the recommendation to use the newer, customizable one that creates Contacts (not Leads) from new general interest signups. The VolunteersSignupFS page is more flexible and simplifies your business process—skipping the step of converting a Lead to a Contact.
Customize Volunteer Signup Fields (VolunteersSignupFS only)
Customize the fields displayed in the Volunteer Signup page to capture the volunteer information you care about. For example, replace Business Phone with Mobile Phone, or make a minimalist signup form that asks for name and email only.
Specify Field Mappings for Converting Leads to Contacts
If you use a signup page that creates Leads from signups, then the Lead record gets converted to a Contact record some time later in the volunteer's lifecycle. Salesforce calls this process lead conversion. Let's define a simple one-to-one mapping of the volunteer fields to make sure information is copied cleanly from the Lead to the Contact.
Style the Volunteer Signup Form with CSS
The Volunteer Signup form page uses a cascading style sheet (CSS). V4S provides the VolunteersSignupCss.css file as a Document in Salesforce. Customize the CSS file with your own CSS styles so that the V4S part of the webpage matches the rest of your website's look and feel.
IFRAME Tag for the Volunteer Signup Page
Give your web developer this IFRAME tag so they can insert the Volunteer Signup page into your website. Use the appropriate format for HTTP sites or secure HTTPS sites.
Customizing the 'Find Volunteers' Tool
The great news is that it is very easy to tailor this tool! You can change the set of available search filters to (nearly) any field on your Contact records. One common scenario we find is that Volunteer Managers might want to search for all Contacts affiliated with a particular Organizations. To do this, we'll need to start tinkering...
Seeing the Results
Let's say I'm a Volunteer Manager and I'm looking to staff a Shift with volunteers from the ACME Corporation. All I now need to do is navigate to the Shift record, hit the Find Volunteers button, and search on Primary Affiliation.
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 ...
Learning Objectives
Customize Your Sign-Up Form
- Now for the finishing touches on your website integration. We’ve seen the fields that the sign-up form includes right out of the box: First Name, Last Name, Email, Business Phone, Home Phone, Organization, Mailing Address, and Number of Volunteers. But maybe you don’t care about Business Phone and want to remove that from the form. Or maybe you have a custom field on th…
Other V4S Pages
- In addition to the Volunteer Jobs Listing page and sign-up form, V4S includes other handy pages to support your volunteer efforts. Check them out. Each page is customizable. For details, see the V4S documentation linked in the Resources section. Enoch wants to see what his events look like on the calendar page, so let’s follow along as he previews that page. 1. From Setup, enter Sites i…
What to Hand Off to Your Web Developer
- You’ve done 95% of the work to integrate V4S with your website. You’ve created a site, configured the necessary permissions and access, tested your site, and customized your sign-up form. What’s left? Integrating the V4S pages with your website typically involves embedding your pages with an iframe. Don’t worry if you don’t know what an iframe is—your web developer does. Your …
Resources
- Documentation: Volunteers for Salesforce (V4S) Documentation
- Trailblazer Community Group: Volunteers for Salesforce (V4S) App
- Trailhead:Data Security