Configure Volunteer Skills and Availability Picklists

The Volunteer Skills picklist provides sample skills that volunteers offer. The Volunteer Availability picklist offers sample time periods. Leads, Contacts, and Volunteer Jobs all make use of these picklists. Update the values to match your organization's unique volunteering profile and availability times.

For both the Lead and Contact objects, update picklist values for these fields, as needed:

• Volunteer Skills
• Volunteer Availability

As an example, we will show you how to update the Volunteer Skills picklist values.

1. In Setup, click the Object Manager tab.
2. From the list of objects, select the object that you're updating. For example, click Lead.
3. Click Fields & Relationships.
4. Click the field that you're updating. For example, click Volunteer Skills. (If you don't see this field, click View All to expand the field list, and page forward until it's visible.)
5. In the Values section, click Del to remove unused picklist values, and click New to add values. For example, we add two new skills, Food prep and Bartending, each on its own line.
   

   After saving your additions, they're added as Values for Volunteer Skills.

   

Important If you change values for Lead, remember to make the same changes for Contact (and vice versa) so that users see the same set of choices for both.

If you update Volunteer Skills picklist values for Lead or Contact, also update the corresponding values for the Skills Needed field on the Volunteer Job object.

1. In Setup, click the Object Manager tab.
2. From the list of objects, select Volunteer Job.
3. Click Fields & Relationships.
4. Click Skills Needed.
5. In the Picklist Values section, make the options match the Volunteer Skills options that you've specified for Leads and Contacts.
6. Save your changes.

Note You may be tempted to update the Days of Week and Weekly Occurrence fields on the Volunteer Recurrence Schedules and Job Recurrence Schedules to match the Volunteer Availability picklist. Do not update the Days of Week and Weekly Occurrence fields. The System Scheduler relies on the existing values in those fields to generate recurrence schedules properly.