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Configure Volunteer Details

To better match volunteers to positions in Volunteer Management, configure their location availability and competencies. If you require examinations of your volunteers, add examination results. Make this information easy to find by adding it to the Person Account page layout.

Required Editions

Available in: Lightning Experience
Available with: Enterprise, Unlimited, and Developer Editions where Volunteer Management is enabled.
User Permissions Needed
To set up and use Volunteer Management: Manage Volunteer Data permission set

Before you begin to configure volunteer details, complete the Volunteer Management setup.

Add Person Location Availability

Add the availability of a person at specific locations of your organization or initiatives and use the information to help match volunteers to job positions.

Set up locations for your organization and initiatives. For more information, see Create Locations.

  1. From the App Launcher, search for person location and select Person Location Availabilities.
  2. Click New.
  3. In New Person Location Availability, find and select the account for whom you want to set their location availability.
  4. Select the location.
  5. If applicable, you can provide more specific information.
    1. Select the Usage Type.
      Volunteer Management is the default.
    2. Find and select the contact record.
    3. Find and select (or add) operating hours.
      If you add operating hours, add time slots as well. For more information, see Create Operating Hours with Time Slots.
  6. Save your work.

Add Person Competencies

To better match volunteers to your initiatives, add your volunteers’ competencies that they can use while volunteering with your organization. A Person Competency has to have a Qualification Level (QL) set to appear as a match to a volunteer search. Matching evaluates the QL, which is an integer. Matching doesn’t evaluate the Proficiency Level, which is a dynamic value, such as Beginner or Intermediate.

Create competencies that serve your organization’s mission and initiatives. For more information, see Create Competencies.

  1. From the App Launcher, search for person, and select Person Competencies.
  2. Click New.
  3. In New Person Competency, select the person’s proficiency level.
  4. Select an account or contact record for the person.
  5. Find and select the person’s competency.
  6. Add more competency details as appropriate.
    1. Add a qualification level.
    2. Add the date that your organization verified the competency.
    3. Add an effective start date for the competency.
    4. Add an effective end date for the competency.
    5. Add a summary of verification of the competency.
  7. Save your work.

Add Person Examinations

Add examinations that a person has completed that qualifies them for a license or permit needed to volunteer with your organization.

Create exams that qualify volunteers to fill certain positions. For more information, see Create Examinations.

  1. From the App Launcher, search for person, and select Person Examinations.
  2. Click New.
  3. In New Person Examination, find and select the exam the person took.
  4. Find and select the contact record for the person who took the exam.
  5. To include more information about the person’s exam success, complete these fields.
    1. Add an examination date and time.
    2. Add an effective date and time range for the exam.
    3. Add an account record for the person.
    4. Add the person’s exam score.
    5. Add the date and time that the exam was verified by your organization.
  6. Save your work.

Add Volunteer Details to the Person Account Page

Get details on your volunteers without leaving their Person Account pages. To see all of a volunteer’s information from their account page, add their location availability, competencies, and other relevant information to the related list.

  1. From Setup, go to Object Manager and open the Person Account page.
  2. Click Page Layouts.
  3. From the Person Account Layout component, scroll down and select Related Lists.
  4. Drag these volunteer details into the related lists sections.
    • Application Forms
    • Constituent Roles
    • Contact Profiles
    • Job Position Assignments
    • Person Competencies
    • Person Examinations
    • Person Location Availabilities
  5. Save your work.

The volunteer details appear on the person account page.