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.

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.

User Permissions Needed
To set up and use an AI agent for Nonprofit Cloud:	Manage Agentforce Employee Agents AND Manage AI Agents AND Manage Volunteer Data

User Permissions Needed

To set up and use an AI agent for Nonprofit Cloud:

Manage Agentforce Employee Agents

AND

Manage AI Agents

AND

Manage Volunteer Data

Make sure that Volunteer Management is enabled in your org.
For more information, see Set Up Volunteer Management.
Set Up Agentforce in your org.
- For Nonprofit Cloud, see Agentforce for Nonprofit Cloud Prerequisites.
- For Education Cloud, see Set Up Agentforce for Education Cloud.
Create an agent from the Agentforce Employee Agent template, or edit an existing agent that’s based on the Agentforce Employee Agent.
Add the Shift Capacity and Coverage subagent to the agent.
1. In Agent Builder, go to Topics.
2. Click New.
3. Click Add from Asset Library, and select the Shift Capacity and Coverage topic.