After you create a position, create qualifications for that position to define the requirements that apply across all related job positions. Set qualifications to help you determine who's the right volunteer for the role.
Required Editions
| Available in: Lightning Experience |
| Available with: Enterprise, Unlimited, and Developer Editions where Volunteer Management is enabled. |
| User Permissions Needed | |
|---|---|
| To create position qualifications: | Manage Volunteer Data permission set |
Positions describe generic-type jobs, and you can relate them to more specific job positions. For example, an organization that offers tutoring services could have Virtual Tutor as a position and Algebra Virtual Tutor-Pacific Time as a related job position. Position qualifications describe the requirements for those generic-type jobs.
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From the Position Qualifications page, click New.
The New Position Qualification window opens.
- Select the position that this qualification is for, or create one.
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For the Qualification Reference Record, select either Competency
or Examination.
- To make the qualification standard a demonstrated competency, select Competency.
- To make the qualification standard an exam, select Examination.
Volunteer matching only uses competencies, not examinations. If the examination or competency doesn't exist, create one. -
If applicable, enter a qualification level, select a proficiency level, and enter a
description for the qualification.
To match volunteers to a position or job position, set a qualification level on both the position qualification and job position qualification. To help with matching, map qualification level integers to proficiency level dynamic values. Possible values include Beginner, Intermediate, Expert. Or, map qualification level integers to values such as Desired, Preferred, or Mandatory.
- Save your work.
You find the position qualification on the Position Qualification page. Salesforce automatically assigns an alphanumeric name to the new qualification.