Set up volunteers’ skills and availability, job scheduling, notifications, and other fields. Then, test your configuration to confirm that it suits your organization’s needs.
- Introduction
Simplify how you manage your volunteers. - Configure Volunteer Skills and Availability Picklists
The Volunteer Skills picklist provides sample skills that volunteers offer. The Volunteer Availability picklist offers sample time periods. Leads, Contacts, and Volunteer Jobs all make use of these picklists. Update the values to match your organization's unique volunteering profile and availability times. - Configure Scheduling of Recurring Jobs and Volunteers
Automatic scheduling of Jobs and volunteers into the future saves a ton of repetitive data entry. - Configure Email Notifications and Email Templates
Automatically send reminder, notification, and thank you emails to volunteers, using email templates together with workflow rules, which define rules like "send a reminder email to everyone signed up for a shift four days before the shift." - Configure Fields in Volunteers for Salesforce
Customize and configure fields in Volunteers for Salesforce to fit the needs of your organization. - Test and Review Configurations
Create test data to check your configuration and review the workflow rules to make sure they are what you need for your organization.