Use Volunteer Management to streamline program management, enhance the volunteer experience, track hours, and report metrics. In Experience Cloud, create a portal to post opportunities for volunteers to browse, search, and sign up for volunteer opportunities.
Required Editions
| Available in: Lightning Experience |
| Available with: Enterprise, Unlimited and Developer Editions where Volunteer Management is enabled. |
- Volunteer Management Editions and Permissions
Review the supported products and editions for Volunteer Management. Then learn about how your product handles permissions and how to assign them. - Use AI Tools for Volunteer Management
Set up, configure, and populate Volunteer Management by using headless operations with an AI agent. Work from the command line or another agent channel to manage volunteer programs without navigating the Salesforce UI. - Set Up Volunteer Management
Set up Volunteer Management for your organization. Assign permissions, turn on the feature, configure locations and operating hours, and set a default status for job position assignments. - Enable and Configure Features for Volunteer Management
Set up the components and tools that give you deeper insight into your volunteer data and provide automation around volunteer management processes. - 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. - Set Up Data Bundles for Volunteer Management
The Volunteer Management data bundle is a tool to quickly and easily map your Volunteer Management objects to data model objects in Data Cloud. After you’ve mapped your objects, you can take advantage of Data Cloud’s tools and analytics and combine your Salesforce data with additional data streams for a complete view of your organization’s stakeholders. - Volunteer Initiatives
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. - Volunteer Assignments
Assignments in Volunteer Management streamline volunteer scheduling to maximize your initiatives’ impacts. Efficiently schedule volunteers so that you have adequate volunteer coverage while minimizing administrative burdens. With flexible assignment options, volunteer managers can easily assign volunteers to shifts, track hours, and align activities with organizational goals. - Volunteer Management Agent
Efficiently manage volunteer shifts and initiatives, reducing administrative tasks and improving engagement. Access the Shift Capacity and Coverage topic in the Agent Builder to identify unfilled shifts and find suitable volunteers to fill them.