Use these skills to set up and configure Volunteer Management by using an AI agent.
Required Editions
| Available in: Lightning Experience |
| Available with: Enterprise, Unlimited, Developer, and Agentforce 1 Nonprofit editions with a Volunteer Management license. |
| Skill | Description | Availability | Sample Prompt |
|---|---|---|---|
| industries-volunteermanagementsettings-configure | Turns on the Volunteer Management module and assigns the Manage Volunteer Data permission set to admin and standard users. | Headless 360 MCP Server (Beta) | "Set up Volunteer Management for my org." |
| nonprofit-volunteer-management-model-get | Provides the agent with a reference model of the Volunteer Management object hierarchy. Encodes object purposes, object relationships, field-level security, and design principles such as "start simple." Maps how user intent translates to the correct objects and fields. All other Volunteer Management skills reference this one. | Headless 360 MCP Server (Beta) | "Help me understand how Volunteer Management objects relate to each other." |
| nonprofit-volunteer-management-structure-generate | Interviews you about your volunteer programs and classifies each program type. Asks about scheduling, roles, skill requirements, capacity, and locations. Recommends a record structure including whether you need a Volunteer Initiative hierarchy, reusable Position templates, shifts, and qualifications. Explains the trade-offs and waits for your confirmation before proceeding. | Headless 360 MCP Server (Beta) | "I have 3 volunteer programs with different scheduling. Help me structure them correctly." |
| nonprofit-volunteer-management-records-create | Creates and populates records based on your confirmed structure plan. Classifies fields by importance and identifies which fields are required. Provides guidance for each field before creating records with your input. Creates records in the correct dependency order. | Headless 360 MCP Server (Beta) | "Create the records for my weekly food distribution program." |
Skill Availability
All Volunteer Management skills are available through the Headless 360 MCP Server (Beta).
For Agentforce Vibes, skills load automatically when you authenticate. For Claude Code, install the Salesforce Development plugin to access skills through hosted MCP servers.
Objects Created
Depending on your program structure, the agent can create records for the these Volunteer Management objects.
- Competency: Skills or certifications that volunteers can hold, such as food safety certification or CPR training.
- Volunteer Initiative: A container for volunteer programs. Programs can be organized in a parent-child hierarchy for programs with multiple sub-programs.
- Position: A reusable template for volunteer roles that appear across multiple programs or locations, such as a Distribution Lead.
- Job Position: A specific role within a Volunteer Initiative, with defined capacity and optional qualification requirements.
- Job Position Shift: A time-bound assignment block within a Job Position, such as a Saturday 7 AM to 10 AM setup shift.
- Position Qualification / Job Position Qualification: Links a Competency to a Position or Job Position to define the qualifications volunteers need for that role.