Review the supported products and editions for Volunteer Management. Then learn about how your product handles permissions and how to assign them.
Required Volunteer Management Permissions
To use Volunteer Management, Salesforce admins and users need the permission set. Typically, a Salesforce admin assigns a permission set or permission set group, which includes this user permission. Multiple products include this feature. The products and licenses in your Salesforce org determine which permission set or permissions set group is available.
Review the Volunteer Management permission sets.
| Permission Set | Available In These Products | Notes |
|---|---|---|
| Manage Volunteer Data |
|
This permission set gives access to the Volunteer Management permission set license, user permissions, and all objects and fields. |
| Manage Volunteer Work in Experience Cloud |
|
Assign this permission set to people who use Volunteer Management features in an Experience Cloud portal. |
| Volunteer Management in Experience Cloud Guest Access |
|
Create a customized muting permission set to allow guest users to sign up for volunteer opportunities with Volunteer Management in Experience Cloud. |
Don't see your product here? Contact your account executive for more information. To see what’s included in a permission set, click View Summary on the permission set’s detail page in Setup. Review your cloud’s documentation, too.
Customizing Permissions
If you customize this feature, such as adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the default permission set in addition to your custom permission sets and muting permission set. This approach makes sure that users always have the latest default permissions and is an alternative to cloning permission sets.
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