Configure Fields in Volunteers for Salesforce

Configure Fields on the Volunteers Wizard Page

The Volunteers Wizard displays a group of Campaign fields including Status, Type, and Start and End Dates. If you want users to fill out different standard or custom fields from the Campaign object, edit the VolunteersWizardFS field set that controls which fields the wizard displays.

1. Click , then click Setup.
2. Click the Object Manager tab.
3. In the list of objects, click Campaign.
4. Click Field Sets.
5. Click VolunteersWizardFS.
6. Review the field set contents and update fields as needed.
   • Add fields by dragging and dropping them into the In the Field Set box.
     

     Note The Volunteers Wizard page can display only Campaign fields. Add fields from that object only, even though the field set editor lets you drag fields from related objects.
   • Remove fields by hovering over the field and clicking the Delete icon.
   • Reorder fields by dragging and dropping.
   • Make fields required by hovering over the field and clicking the Tools icon.
7. Save your changes.

If you want to verify your changes, simply click the Volunteers Wizard tab in Volunteers for Salesforce.

Configure Fields on the Mass Edit Volunteer Hours Page

The Mass Edit Volunteer Hours page displays a group of Volunteer Hours fields including Hours Worked, Number of Volunteers, and Start Date. To let users fill out different standard or custom fields from the Volunteer Hours object, edit the MassEditVolunteerHours field set that controls which fields the page displays.

1. Click , then click Setup.
2. Click the Object Manager tab.
3. In the list of objects, click Volunteer Hours.
4. Click Field Sets.
5. Click MassEditVolunteerHours.
6. Review the field set contents and update fields as needed.
   • Add fields by dragging and dropping them into the In the Field Set box.
     

     Note The Mass Edit Volunteer Hours page can display only Volunteer Hours fields. Add fields from that object only, even though the field set editor lets you drag fields from related objects.
   • Remove fields by hovering over the field and clicking the Delete icon.
   • Reorder fields by dragging and dropping.
   • Make fields required by hovering over the field and clicking the Tools icon.
7. Save your changes.

If you want to verify your changes, navigate to the Volunteer Hours related list on a Volunteer Job or Volunteer Shift, then click Mass Edit Volunteer Hours.

Configure Fields on the Find Volunteers Page

The Find Volunteers page displays certain Contact fields in two places: the Criteria section, and in the table of found volunteers. To change what options users have in the Criteria section so they can search different standard or custom fields from the Contact object, edit the VolunteersFindCriteriaFS field set. To change the fields that users see in search results, edit the VolunteersFindFS field set.

Search criteria fields (1) are determined by the VolunteersFindCriteriaFS field set. Search results fields (2) are determined by the VolunteersFindFS field set.

Note If you're looking at the Find Volunteers page and the picklist fields are blank, it's likely that picklist values aren't specified for Contact record types. To configure those picklists, from Setup, go to the Record Types section for Contact, and edit the Picklists Available for Editing for all Contact record types.

1. Click , then click Setup.
2. Click the Object Manager tab.
3. In the list of objects, click Contact.
4. Click Field Sets.
5. Click VolunteersFindCriteriaFS.
6. Review the field set contents and update fields as needed.
   • Add fields by dragging and dropping them into the In the Field Set box.
     

     Note The Find Volunteers page can display only Contact fields. Add fields from that object only, even though the field set editor lets you drag fields from related objects.
   • Remove fields by hovering over the field and clicking the Delete icon.
   • Reorder fields by dragging and dropping.
   • Make fields required by hovering over the field and clicking the Tools icon.
7. Save your changes.
8. Repeat these steps for the VolunteersFindFS field set to change which fields are displayed in search results.