Test and Review Configurations

Enter Some Test Data

What better way to celebrate your newly configured app than to enter some volunteer records and create a test campaign with jobs and a few shifts? This is a great time to do it because, if you continue on to the last part of Volunteers for Salesforce configuration (adding Volunteers for Salesforce pages to your website), having test data makes it easier to see how Volunteers for Salesforce content looks on your website.

We recommend creating these test records:

• A Contact
• A Campaign with a one-time Job and a few Shifts
• A Campaign with a Recurring Job and a few Recurring Shifts into the future
• Some completed hours for the Contact in both the one-time and recurring Jobs

For detailed instructions on creating Campaigns, Jobs, and Shifts, read up on how to plan a one-time event.

Review Volunteer Hours Workflow Rules

When entering hours, volunteers don't always fill in an End Date or a Planned Start Date & Time. If these fields are left empty, Volunteers for Salesforce uses workflow rules to automatically fill them in: the End Date is set to the Start Date that the volunteer entered, and the Planned Start Date & Time is set to the Shift's Start Date & Time.

Review the Volunteer Hours workflow rules. Then decide if you want to keep them as is, deactivate them, or clone them to edit the values.

1. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
2. Review these rules, deactivate unneeded ones, and clone any that require editing.
   • Volunteer Hours - Set End Date
   • Volunteer Hours - Set Planned Start Date & Time
   

   Note If you clone a rule, be sure to deactivate the original before you activate your new rule. Otherwise, you'll have dueling rules which could yield unexpected results.