Quickly set up and manage volunteer initiatives, so that volunteers can help your
organization reach its goals. Initiatives are staffed by volunteer jobs with specified shifts.
After you create volunteer initiatives with the job positions and shifts that serve it, use
matching criteria to find the most qualified and appropriate volunteer to fill the shift.
Required Editions
| Available in: Lightning Experience |
| Available with: Enterprise, Unlimited and Developer Editions
where Volunteer Management is enabled. |
- Create Volunteer Initiatives
Set up initiatives for volunteers to help your organization accomplish its goals. Specify start and end dates, the number of volunteers needed, and the total number of volunteer hours to be filled.
- Create Positions
Create positions for your organization to delineate functional roles that are characterized by specific duties and responsibilities. You can also specify skills and qualifications that are required to hold the position. Positions can be used across multiple volunteer initiatives.
- Create Position Qualifications
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.
- Create Job Positions
After you create volunteer initiatives, create job positions that support those initiatives. Job positions are customized roles for working your initiatives with shifts and qualifications that help you match the perfect volunteers for the initiatives.
- Create Job Position Qualifications
After you create a job position, create qualifications to make sure that volunteers meet the requirements for the job position. Job position qualifications are additive and apply only to the specific job position. Set qualifications to help you determine who's the right volunteer for the job.
- Create Job Position Shifts
A job position shift is a specific work shift that’s associated with a job position or a related recurrence schedule. After developing a volunteer initiative and creating job positions for it, create work shifts that volunteers who meet the position qualifications can fill.
- Match Volunteers to Volunteer Initiative Job Positions and Shifts
Find volunteers by using smart matching criteria to search for the right volunteers for an initiative’s job position and job position shifts. The matching criteria include qualifications, shift or date-and-time range, location. Intelligently matched volunteers are the closest fit for the open shifts of a volunteer initiative and position.
