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Volunteers for Salesforce Managed Package
Recurring Volunteers for Salesforce Event

Recurring Volunteers for Salesforce Event

Review the general steps for setting up recurring volunteer events. Then, create the event hierarchy, jobs, shifts, and schedules.

  • Plan a Recurring Event
    Learn about the steps for planning a recurring event in Volunteers for Salesforce.
  • Create a Campaign
    The Campaign is the top level of your recurring event structure.
  • Create an Ongoing Job
    When you have Jobs with multiple Shifts occurring in the future, you need an easy way to automate the creation of those Shifts. (It would be tedious to manually enter each one!) Volunteers for Salesforce' Job Recurrence Schedules do the work for you.
  • Schedule Recurring Shifts using Job Recurrence Schedules
    Job Recurrence Schedules provide an easy way to schedule multiple future Job shifts. You determine when and how often the shifts occur.
  • Sign Up a Recurring Volunteer using Volunteer Recurrence Schedules
    When you have ongoing Jobs (created using a Job Recurrence Schedule), you may be lucky enough to have dedicated volunteers who want to sign up for Shifts on a regular basis. You can use the Volunteers for Salesforce Volunteer Recurrence Schedule to easily set up a recurring schedule for a regular volunteer. You can specify when the schedule starts and ends, and which days of the week and month the volunteer wants to work.
 
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