Configure Object and Field Permissions in Public Access Settings

The last step in configuring data access is making sure your Site's public access settings give permission to read, create, and edit the dozen or so objects that Volunteers for Salesforce needs to do its job.

Note The following steps assume you're using the Enhanced Profile User Interface. If you're using the Original Profile Interface, the path to these settings and the actions you take are slightly different.

1. On the Site Detail page, click Public Access Settings.
2. On the Volunteers Profile page, click Object Settings.
   
3. For each of these standard objects, edit object permissions and field permissions.
   • Accounts
   • Campaigns
   • Contacts
   • Documents
   • Leads
   1. Click the object name, then click Edit.
   2. In the Object Permissions section, enable Read and Create permissions for the object.
      
   3. In the Field Permissions section, look for all volunteer-related fields (all have "volunteer" in the field name) and enable Read and Edit permissions.

      For example, these are some of the Volunteer fields on the Contact object.

      
   4. Save your changes and repeat for each object listed above.
4. On the Object Settings page, click Volunteer Hours.
5. Click Edit. In the Object Permissions section, enable Read and Create permissions for the object. In the Field Permissions section, enable Read and Edit permissions for all volunteer-related fields.
6. Save your changes.
7. For each of these custom objects, enable Read permissions and field permissions:
   • Job Recurrence Schedules
   • Volunteer Jobs
   • Volunteer Recurrence Schedules
   • Volunteer Shifts
   • Households—Required if you're using the Household object in the Nonprofit Success Pack or in a custom configuration. If you're not sure, go ahead and enable the permission. It won't hurt anything.
   1. On the Object Settings page, click the object name, then click Edit.
   2. In the Object Permissions section, enable the Read permission for the object.
   3. In the Field Permissions section, enable Read and Edit permissions for all volunteer-related fields.
   4. Save your changes and repeat for each object listed above.

That's it! You've done painstaking work to get access and permissions squared away. The good news is that this part of configuration is a one-time process. You're done with data access configuration unless you later add custom fields to Contact or any of the Volunteers objects. In that case, don't forget to come back to the Volunteers Profile to set Read and Create field permissions.