Post-Installation Required Tasks

Verify Picklist Values for the Volunteer Campaign Record Type

Volunteers for Salesforce adds a new Campaign record type, Volunteer Campaign, to distinguish volunteer opportunities from other types of outreach or marketing campaigns. Check the values and default values for Campaign picklist fields to make sure that users see appropriate choices when creating Volunteer Campaigns.

1. In Setup, click the Object Manager tab.
2. From the list of objects, select Campaign.
3. Click Record Types.
4. Click Volunteer Campaign.
5. In the Picklists Available for Editing section, click Edit next to each field, and make sure the Selected Values and Default values are appropriate. If you've added any custom picklist fields to the Campaign object, pay special attention to make sure they show up where you expect them to.

   Upgraders: If you're upgrading from an earlier version, Volunteer Website Time Zone is a new field in V4S. Make sure to select appropriate picklist values and a default value for the Volunteer Website Time Zone field.

Verify Picklist Values If You Use Contact Record Types

Volunteers for Salesforce adds custom picklist fields to the Contact object. On Contact page layouts, these fields must have appropriate values defined or else they display blank or disabled. If your org uses record types for Contact, check the picklist values for each record type to make sure that they're appropriate. If you don't use Contact record types, skip this task.

1. In Setup, click the Object Manager tab.
2. From the list of objects, select Contact.
3. Click Record Types.
4. For each record type listed:
   1. Click the record type label.
   2. In the Picklists Available for Editing section, click Edit next to these picklist fields, and make sure the Selected Values are appropriate.
      • Volunteer Availability
      • Volunteer Skills
      • Volunteer Status

Verify the App Logo, Tabs, and Profile Assignments

Review the Volunteers for Salesforce app's settings to verify that the Volunteers for Salesforce tabs and logo are displayed in the user interface, and that the app is visible to the appropriate user profiles.

1. From Setup, enter App Manager in the Quick Find box, then select App Manager.
2. In the list of apps, find Volunteers, then click , then click Edit.
3. Add a logo.
   1. Click Insert an Image.
      
   2. Change the File Location to Volunteers Documents.
   3. Click Volunteers Logo V3.
4. Move these tabs to the Selected Tabs list.
   • Volunteers Help
   • Volunteers Wizard
   • Volunteer Jobs
   • Shift Calendar
   • Find Volunteers

   Make your list of Selected Tabs look like this.

   
5. Lastly, check the Assign to Profiles section and make sure the app is Visible to all appropriate profiles. If you later create profiles for volunteers, volunteer coordinators, or other distinct roles, remember to update this visibility setting.
   
6. Save your changes.

Add Fields and Related Lists to Page Layouts

Volunteers for Salesforce adds custom fields to the Contact and Lead objects. Add these fields to the Contact and Lead page layouts. Also add Volunteer related lists to page layouts.

1. In Setup, click the Object Manager tab.
2. From the list of objects, select Contact.
3. Click Page Layouts.
4. Click one of the page layouts associated with a profile that needs access to volunteer information on Contacts.
5. With Fields selected in the left-hand palette, look for the Volunteer-related fields that you can add to your page layout.
   
   

   Tip Enter volunteer in the Quick Find box for a shortcut to view just the Volunteer fields.
   
6. Decide where you want to place the fields in the page layout. We recommend first creating a Volunteer Information section in the layout to contain the fields.
   1. From the first column of the fields list, drag Section to the page layout and drop it where you want the section.
      
   2. Give the section a name and click OK.
      
7. From the fields list, select all the Volunteer fields (Shift-click or Cmd-click to select multiple), then drag and drop them into the Volunteer Information section.

   Arrange them in a user-friendly order and you have something like this.

   
8. Back in the left-hand palette, select Related Lists, then look for these Volunteer related lists: Volunteer Hours and Volunteer Recurrence Schedules.
   
9. Drag and drop these related lists into the page layout, wherever you like.
   
10. Save your changes and exit the page layout editor.
11. Repeat these steps for any Contact layout associated with a profile that needs access to volunteer information on Contacts.
12. Back in the Object Manager, from the list of objects, select Lead.
13. Click Page Layouts.
14. Click one of the Lead layouts associated with a profile that needs access to volunteer information on Leads.
15. With Fields selected in the left-hand palette, look for the Volunteer-related fields that you can add to your page layout. As before, enter volunteer in the Quick Find box for a shortcut to view just the Volunteer fields.
    
16. Decide where you want to place the fields in the page layout. We recommend first creating a Volunteer Information section to contain the fields, just like you did for the Contact Layout.
17. From the fields list, drag and drop all the Volunteer fields into the Volunteer Information section. Arrange them in a user-friendly order and you have something like this.
    
18. Save your changes and exit the page layout editor.
19. Repeat these steps for any Lead layout associated with profiles that need access to volunteer information on Leads.

Add Custom Buttons and Related Lists to Page Layouts

Volunteers for Salesforce provides custom buttons for various features. Add these buttons to the Campaign, Job, and Shift page layouts. If you're upgrading from an earlier version, remember to make these required updates.

1. In Setup, click the Object Manager tab.
2. From the list of objects, select Campaign.
3. Click Page Layouts.
4. Click Volunteers Campaign Layout.
5. With Fields selected in the left-hand palette, verify that all of the Volunteer-related fields are grayed out, which means that they're already on your page layout.
   

   If any aren't grayed out, drag and drop them to the Volunteers section in the page layout.

6. Back in the left-hand palette, select Buttons, then look for these buttons: Mass Email Volunteers, Shift Calendar, Volunteer Roster, and Find Volunteers. If any aren't grayed out, drag and drop them into the Custom Buttons section.
   
7. Save your changes.
8. Now, repeat the same updates for the Volunteer Job Layout, along with verifying that Volunteer related lists are part of page layouts.
   1. In the Object Manager, from the list of objects, select Volunteer Job.
   2. Click Page Layouts.
   3. Click Volunteers Job Layout.
   4. Verify that all of the Volunteer-related fields are in your page layout. If any aren't, drag and drop them in the Volunteers section.
   5. Verify that these buttons are in the Custom Buttons section: Mass Email Volunteers, Shift Calendar, Volunteer Roster, and Find Volunteers. If any aren't, add them.
   6. Back in the left-hand palette, select Related Lists, then verify that these related lists are on the page layout: Job Recurrence Schedules, Volunteer Shifts, Volunteer Recurrence Schedules, and Volunteer Hours. If any aren't, add them.
   7. Click the wrench icon on the Volunteer Hours related list's tab.
      
   8. Select the fields you want displayed.
      
   9. Expand the Buttons section and verify that Mass Edit Volunteer Hours is one of the Selected Buttons.
      
      
   10. Click OK, then confirm the related list updates.
       
   11. Save your changes.
9. Lastly, repeat the same tasks for the Volunteer Shift Layout.
   1. In the Object Manager, from the list of objects, select Volunteer Shift.
   2. Click Page Layouts.
   3. Click Volunteer Shift Layout.
   4. Verify that the appropriate volunteer fields are on your page layout. If any aren't, drag and drop them in the Volunteer Information section.
   5. Verify that these buttons are in the Custom Buttons section: Mass Email Volunteers, Shift Calendar, Volunteer Roster, and Find Volunteers. If any aren't, add them.
   6. Back in the left-hand palette, select Related Lists, then verify that the Volunteer Hours related list is on the page layout.
   7. Click the wrench icon on the Volunteer Hours related list's tab.
      
   8. Select the fields you want displayed.
      
   9. Expand the Buttons section and verify that Mass Edit Volunteer Hours is one of the Selected Buttons.
   10. Click OK, then confirm the related list updates.
       
   11. Save your changes.

That's it. You're finished with the required post-installation tasks. Well done! Next up is feature configuration. Get the most out of V4S by tailoring the app to work the way your organization does.

Create a Volunteers for Salesforce Lightning App

If you're currently using the Volunteers for Salesforce Classic App, we recommend you create a Volunteers for Salesforce Lightning App.

You can learn more about Lightning apps here. You can also create multiple Lightning apps based on the needs of different groups of users. For example, your org could show a different version based on whether the user logging in is an Admin or a Volunteer Coordinator. With Lightning apps, you can:

• Choose which tabs to show and the order in which they appear

• Easily control who sees the apps, by choosing which profiles to assign the apps to

• Update colors and logos

1. Click , then click Setup.
2. Enter App in the Quick Find box, then click App Manager.

   You should see the Lightning Experience App Manager.

3. Click New Lightning App.
4. Enter the following information:
   • App Name: Volunteers
   • Developer Name (gets filled in automatically): Volunteers
   • Description: (Lightning Experience) Manage your volunteer processes.
   • Choose a logo. Here is the logo we use:

     

   • Primary Color Hex Value: #0070D2
5. Click Next.
6. On the App Options tab, select Standard Navigation.
7. Click Next.
8. On the Utility Items tab, click Next.
9. On the Navigation Items tab, add the following tabs to the Selected Items (in this order):
   • Volunteers Help
   • Home
   • Volunteers Wizard
   • Volunteer Jobs
   • Shift Calendar
   • Find Volunteers
   • Leads
   • Contacts
   • Campaigns
   • Reports
   • Dashboards
10. Click Next.
11. On the User Profiles tab, choose the appropriate profiles.
12. Click Save & Finish. You should now see the new Lightning app in the Lightning App Manager list.

    

    And see the new tile in the App Launcher.

    

    And when you click on the tile in the app launcher, you see the Volunteers Help tab.