Efficiently manage volunteer shifts and initiatives, reducing administrative tasks and
improving engagement. Access the Shift Capacity and Coverage topic in the Agent Builder to
identify unfilled shifts and find suitable volunteers to fill them.
Required Editions
| Available in: Lightning Experience |
| Available with: Enterprise, Unlimited and Developer Editions
with an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on
license, where Volunteer Management is enabled. Requires each user to have the
Agentforce or Einstein add-on to access the actions. |
With the Shift Capacity and Coverage topic, volunteer managers can use agents to identify
unfilled volunteer shifts. The Shift Capacity and Coverage topic contains the Find Unfilled Shifts and the Match Volunteers to Shifts actions.
- Volunteer Management Agent Considerations
To use Volunteer Management Agent, consider supported functionality, usage, limitations and allowances, limits, and other issues.
- Set Up the Volunteer Management Agent
The Volunteer Management Agent helps your team manage volunteer shift capacity and coverage. Configure the Shift Capacity and Coverage subagent to add those capabilities to an Agentforce Employee Agent.
- Use the Shift Capacity and Coverage Subagent
Use the Shift Capacity and Coverage subagent to find underfilled volunteer shifts, review open roles, and identify available volunteers who match those roles. Volunteer managers can access the agent from any page in the Nonprofit Cloud CRM.
