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Volunteers for Salesforce Managed Package
One-Time Volunteers for Salesforce Event

One-Time Volunteers for Salesforce Event

Review recommendations for planning one-time volunteer events, and then set up the event hierarchy, jobs, and shifts.

  • Plan a One-Time Event
    You can plan your one-time event as you wish, but we have some steps that we think will help.
  • Create a Campaign
    The Campaign is the top level of your volunteer structure. You can either create a Campaign manually or use the wizard.
  • Create Jobs
    Jobs represent the next level down in your structure. Before you start creating Jobs, it's a good idea to jot down exactly what Jobs and Shifts you need to fill.
  • Create Job Shifts
    If there are multiple dates or times when you need volunteers for a Job, you can set up Shifts so you can track which volunteers are coming when.
 
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Salesforce Help | Article