---
schema_version: "1"
id: fc0339f51411b9a18726d683a3a9927552b37af389ad9f9bf693c52e03626ab5
title: Post-Installation Required Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/v4s_setup_post_install_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_post_install_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4a3ba1a0b8818a1d9990aca7f05cdf2ec94936be82ecabaccd49ebb99d5db19a
description: After you've installed the standalone version of Volunteers for Salesforce, take care of these required tasks to make Volunteers for Salesforce play nicely with Salesforce features such as picklists, profiles, and page layouts.
products:
  - Nonprofit
release: "264"
---
# Post-Installation Required Tasks

After you've installed the standalone version of Volunteers for Salesforce, take care of these required tasks to make Volunteers for Salesforce play nicely with Salesforce features such as picklists, profiles, and page layouts.

- **[Verify Picklist Values for the Volunteer Campaign Record Type](https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_post_install_tasks.htm&release=264.0.0&type=5)**  
    Volunteers for Salesforce adds a new Campaign record type, Volunteer Campaign, to distinguish volunteer opportunities from other types of outreach or marketing campaigns. Check the values and default values for Campaign picklist fields to make sure that users see appropriate choices when creating Volunteer Campaigns.
- **[Verify Picklist Values If You Use Contact Record Types](https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_post_install_tasks.htm&release=264.0.0&type=5)**  
    Volunteers for Salesforce adds custom picklist fields to the Contact object. On Contact page layouts, these fields must have appropriate values defined or else they display blank or disabled. If your org uses record types for Contact, check the picklist values for each record type to make sure that they're appropriate. If you don't use Contact record types, skip this task.
- **[Verify the App Logo, Tabs, and Profile Assignments](https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_post_install_tasks.htm&release=264.0.0&type=5)**  
    Review the Volunteers for Salesforce app's settings to verify that the Volunteers for Salesforce tabs and logo are displayed in the user interface, and that the app is visible to the appropriate user profiles.
- **[Add Fields and Related Lists to Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_post_install_tasks.htm&release=264.0.0&type=5)**  
    Volunteers for Salesforce adds custom fields to the Contact and Lead objects. Add these fields to the Contact and Lead page layouts. Also add Volunteer related lists to page layouts.
- **[Add Custom Buttons and Related Lists to Page Layouts](https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_post_install_tasks.htm&release=264.0.0&type=5)**  
    Volunteers for Salesforce provides custom buttons for various features. Add these buttons to the Campaign, Job, and Shift page layouts. If you're upgrading from an earlier version, remember to make these required updates.
- **[Create a Volunteers for Salesforce Lightning App](https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_post_install_tasks.htm&release=264.0.0&type=5)**  
    If you're currently using the Volunteers for Salesforce Classic App, we recommend you create a Volunteers for Salesforce Lightning App.

## Verify Picklist Values for the Volunteer Campaign Record Type

Volunteers for Salesforce adds a new Campaign record type, Volunteer Campaign, to distinguish volunteer opportunities from other types of outreach or marketing campaigns. Check the values and default values for Campaign picklist fields to make sure that users see appropriate choices when creating Volunteer Campaigns.

1. In Setup, click the **Object Manager** tab.
2. From the list of objects, select **Campaign**.
3. Click **Record Types**.
4. Click **Volunteer Campaign**.
5. In the Picklists Available for Editing section, click **Edit** next to each field, and make sure the Selected Values and Default values are appropriate. If you've added any custom picklist fields to the Campaign object, pay special attention to make sure they show up where you expect them to.
    
    **Upgraders:** If you're upgrading from an earlier version, Volunteer Website Time Zone is a new field in V4S. Make sure to select appropriate picklist values and a default value for the Volunteer Website Time Zone field.

## Verify Picklist Values If You Use Contact Record Types

Volunteers for Salesforce adds custom picklist fields to the Contact object. On Contact page layouts, these fields must have appropriate values defined or else they display blank or disabled. If your org uses record types for Contact, check the picklist values for each record type to make sure that they're appropriate. If you don't use Contact record types, skip this task.

1. In Setup, click the **Object Manager** tab.
2. From the list of objects, select **Contact**.
3. Click **Record Types**.
4. For each record type listed:
    1. Click the record type label.
    2. In the Picklists Available for Editing section, click **Edit** next to these picklist fields, and make sure the Selected Values are appropriate.
        - Volunteer Availability
        - Volunteer Skills
        - Volunteer Status

## Verify the App Logo, Tabs, and Profile Assignments

Review the Volunteers for Salesforce app's settings to verify that the Volunteers for Salesforce tabs and logo are displayed in the user interface, and that the app is visible to the appropriate user profiles.

1. From Setup, enter App Manager in the Quick Find box, then select **App Manager**.
2. In the list of apps, find Volunteers, then click ![Show more actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/resources-product/images/show_more_actions_icon.png), then click **Edit**.
3. Add a logo.
    1. Click **Insert an Image**.
        
        ![Choose a logo image](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/choose_logo.png)
    2. Change the File Location to **Volunteers Documents**.
    3. Click **Volunteers Logo V3**.
4. Move these tabs to the Selected Tabs list.
    
    - Volunteers Help
    - Volunteers Wizard
    - Volunteer Jobs
    - Shift Calendar
    - Find Volunteers
    
    Make your list of Selected Tabs look like this.
    
    ![A list of selected tabs for the app](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/app_selected_tabs.png)
5. Lastly, check the Assign to Profiles section and make sure the app is Visible to all appropriate profiles. If you later create profiles for volunteers, volunteer coordinators, or other distinct roles, remember to update this visibility setting.
    
    ![Profiles with access to app](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/app_profile_visibility.png)
6. **Save** your changes.

## Add Fields and Related Lists to Page Layouts

Volunteers for Salesforce adds custom fields to the Contact and Lead objects. Add these fields to the Contact and Lead page layouts. Also add Volunteer related lists to page layouts.

1. In Setup, click the **Object Manager** tab.
2. From the list of objects, select **Contact**.
3. Click **Page Layouts**.
4. Click one of the page layouts associated with a profile that needs access to volunteer information on Contacts.
5. With Fields selected in the left-hand palette, look for the Volunteer-related fields that you can add to your page layout.
    
    ![Contact page layout fields](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/contact_page_layout_fields.png)
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_tip.png)
    
    Tip Enter volunteer in the Quick Find box for a shortcut to view just the Volunteer fields.
    
    ![Search for volunteer fields to add to the page layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_fields_to_add_to_contact_layout.png)
6. Decide where you want to place the fields in the page layout. We recommend first creating a Volunteer Information section in the layout to contain the fields.
    1. From the first column of the fields list, drag Section to the page layout and drop it where you want the section.
        
        ![Section option on a page layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/page_layout_add_section.png)
    2. Give the section a name and click **OK**.
        
        ![Page layout section details](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/page_layout_section_details.png)
7. From the fields list, select all the Volunteer fields (Shift-click or Cmd-click to select multiple), then drag and drop them into the Volunteer Information section.
    
    Arrange them in a user-friendly order and you have something like this.
    
    ![Volunteer fields on the Contact page layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_fields_on_contact_layout.png)
8. Back in the left-hand palette, select **Related Lists**, then look for these Volunteer related lists: Volunteer Hours and Volunteer Recurrence Schedules.
    
    ![Volunteer related lists](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_related_lists_to_add_to_contact_layout.png)
9. Drag and drop these related lists into the page layout, wherever you like.
    
    ![Volunteer related lists on the Contact page layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_related_lists_on_contact_layout.png)
10. **Save** your changes and exit the page layout editor.
11. Repeat these steps for any Contact layout associated with a profile that needs access to volunteer information on Contacts.
12. Back in the Object Manager, from the list of objects, select **Lead**.
13. Click **Page Layouts**.
14. Click one of the Lead layouts associated with a profile that needs access to volunteer information on Leads.
15. With Fields selected in the left-hand palette, look for the Volunteer-related fields that you can add to your page layout. As before, enter volunteer in the Quick Find box for a shortcut to view just the Volunteer fields.
    
    ![Volunteer fields to add to Lead layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_fields_to_add_to_lead_layout.png)
16. Decide where you want to place the fields in the page layout. We recommend first creating a Volunteer Information section to contain the fields, just like you did for the Contact Layout.
17. From the fields list, drag and drop all the Volunteer fields into the Volunteer Information section. Arrange them in a user-friendly order and you have something like this.
    
    ![Volunteer fields on the Lead page layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_fields_on_lead_layout.png)
18. **Save** your changes and exit the page layout editor.
19. Repeat these steps for any Lead layout associated with profiles that need access to volunteer information on Leads.

## Add Custom Buttons and Related Lists to Page Layouts

Volunteers for Salesforce provides custom buttons for various features. Add these buttons to the Campaign, Job, and Shift page layouts. If you're upgrading from an earlier version, remember to make these required updates.

1. In Setup, click the **Object Manager** tab.
2. From the list of objects, select **Campaign**.
3. Click **Page Layouts**.
4. Click **Volunteers Campaign Layout**.
5. With Fields selected in the left-hand palette, verify that all of the Volunteer-related fields are grayed out, which means that they're already on your page layout.
    
    ![Volunteer fields grayed out on page layout, indicating that they were already added](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_fields_added_to_campaign_layout.png)
    
    If any aren't grayed out, drag and drop them to the Volunteers section in the page layout.
6. Back in the left-hand palette, select **Buttons**, then look for these buttons: Mass Email Volunteers, Shift Calendar, Volunteer Roster, and Find Volunteers. If any aren't grayed out, drag and drop them into the Custom Buttons section.
    
    ![Custom Buttons on the Campaign page layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/campaign_custom_buttons.png)
7. **Save** your changes.
8. Now, repeat the same updates for the Volunteer Job Layout, along with verifying that Volunteer related lists are part of page layouts.
    1. In the Object Manager, from the list of objects, select **Volunteer Job**.
    2. Click **Page Layouts**.
    3. Click **Volunteers Job Layout**.
    4. Verify that all of the Volunteer-related fields are in your page layout. If any aren't, drag and drop them in the Volunteers section.
    5. Verify that these buttons are in the Custom Buttons section: Mass Email Volunteers, Shift Calendar, Volunteer Roster, and Find Volunteers. If any aren't, add them.
    6. Back in the left-hand palette, select **Related Lists**, then verify that these related lists are on the page layout: Job Recurrence Schedules, Volunteer Shifts, Volunteer Recurrence Schedules, and Volunteer Hours. If any aren't, add them.
    7. Click the wrench icon on the Volunteer Hours related list's tab.
        
        ![Edit icon on the Volunteer Hours related list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/edit_vol_hours_related_list.png)
    8. Select the fields you want displayed.
        
        ![Fields displayed on the Volunteer Hours related list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_hours_related_list_fields.png)
    9. Expand the Buttons section and verify that Mass Edit Volunteer Hours is one of the Selected Buttons.
        
        ![Click the plus icon on the Buttons section to show buttons on related list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/related_list_buttons.png)
        
        ![Selected buttons on the related list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_hours_related_list_buttons.png)
    10. Click **OK**, then confirm the related list updates.
        
        ![Volunteer Hours related list with changes](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/vol_job_layout_vol_hours_related_list.png)
    11. **Save** your changes.
9. Lastly, repeat the same tasks for the Volunteer Shift Layout.
    1. In the Object Manager, from the list of objects, select **Volunteer Shift**.
    2. Click **Page Layouts**.
    3. Click **Volunteer Shift Layout**.
    4. Verify that the appropriate volunteer fields are on your page layout. If any aren't, drag and drop them in the Volunteer Information section.
    5. Verify that these buttons are in the Custom Buttons section: Mass Email Volunteers, Shift Calendar, Volunteer Roster, and Find Volunteers. If any aren't, add them.
    6. Back in the left-hand palette, select **Related Lists**, then verify that the Volunteer Hours related list is on the page layout.
    7. Click the wrench icon on the Volunteer Hours related list's tab.
        
        ![Edit icon on the Volunteer Hours related list](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/edit_vol_hours_related_list.png)
    8. Select the fields you want displayed.
        
        ![Selected fields on the Volunteer Hours related list on the Volunteer Shift layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteer_shift_selected_fields.png)
    9. Expand the Buttons section and verify that Mass Edit Volunteer Hours is one of the Selected Buttons.
    10. Click **OK**, then confirm the related list updates.
        
        ![Volunteer Hours related list on the Volunteer Shift layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/vol_shift_layout_vol_hours_related_list.png)
    11. **Save** your changes.

That's it. You're finished with the required post-installation tasks. Well done! Next up is feature configuration. Get the most out of V4S by tailoring the app to work the way your organization does.

## Create a Volunteers for Salesforce Lightning App

If you're currently using the Volunteers for Salesforce Classic App, we recommend you create a Volunteers for Salesforce Lightning App.

You can learn more about Lightning apps [here](https://help.salesforce.com/articleview?id=dev_apps_lightning.htm). You can also create multiple Lightning apps based on the needs of different groups of users. For example, your org could show a different version based on whether the user logging in is an Admin or a Volunteer Coordinator. With Lightning apps, you can:

- Choose which tabs to show and the order in which they appear
- Easily control who sees the apps, by choosing which profiles to assign the apps to
- Update colors and logos

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/setupgear.png), then click **Setup**.
2. Enter App in the Quick Find box, then click **App Manager**.
    
    You should see the Lightning Experience App Manager.
3. Click **New Lightning App**.
4. Enter the following information:
    - **App Name**: Volunteers
    - **Developer Name** (gets filled in automatically): Volunteers
    - **Description**: (Lightning Experience) Manage your volunteer processes.
    - **Choose a logo**. Here is the logo we use:
        
        ![Volunteers for Salesforce logo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/v4slogo.png)
    - **Primary Color Hex Value**: #0070D2
5. Click **Next**.
6. On the App Options tab, select **Standard Navigation**.
7. Click **Next**.
8. On the Utility Items tab, click **Next**.
9. On the Navigation Items tab, add the following tabs to the Selected Items (in this order):
    - Volunteers Help
    - Home
    - Volunteers Wizard
    - Volunteer Jobs
    - Shift Calendar
    - Find Volunteers
    - Leads
    - Contacts
    - Campaigns
    - Reports
    - Dashboards
10. Click **Next**.
11. On the User Profiles tab, choose the appropriate profiles.
12. Click **Save & Finish**. You should now see the new Lightning app in the Lightning App Manager list.
    
    ![Lightning Experience App Manager with Volunteers for Salesforce Lightning app](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/lightningexperienceappmanager.png)
    
    And see the new tile in the App Launcher.
    
    ![App Launcher with Volunteers for Salesforce Lightning app](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/applauncher.png)
    
    And when you click on the tile in the app launcher, you see the Volunteers Help tab.
    
    ![Volunteers Help tab](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/volunteershelp.png)