Loading
Volunteers for Salesforce Managed Package
Índice de materias
Filtros (0)Agregar
Seleccionar filtros

          No hay resultados
          No hay resultados
          Estas son algunas sugerencias de búsqueda

          Compruebe la ortografía de sus palabras clave.
          Utilice términos de búsqueda más generales.
          Seleccione menos filtros para ampliar su búsqueda.

            Buscar en toda la Ayuda de Salesforce
            Buscar en toda la Ayuda de Salesforce
            Volunteers for Salesforce and Your Salesforce Instance

            You are here:

            1. Salesforce Help
            2. Docs
            3. Volunteers for Salesforce Managed Package (Volunteers for Salesforce)

            Volunteers for Salesforce and Your Salesforce Instance

            Volunteers for Salesforce uses some standard Salesforce objects—Contacts and Campaigns—to manage volunteers. Volunteers for Salesforce also introduces custom objects into your Salesforce org.

            Type of ObjectObject NameDescription
            Standard Contact Represents a volunteer.
            Campaign Represents a volunteer event or initiative.
            Custom Volunteer Job Tracks jobs to fill and skills needed.
            Volunteer Shift Tracks dates, times, and number of volunteers needed for a job.
            Volunteer Hours Tracks the hours a volunteer spends with your organization.
            Job Recurrence Schedule Sets up a series of recurring Shifts for a job.
            Volunteer Recurrence Schedule Sets up a recurring schedule for a specific volunteer on a specific job.

            This diagram shows how some of the V4S objects work together:

            Structure of how objects are used in V4S.
            Important
            Important The Volunteers for Salesforce articles assume that the Admin for your org performed all required setup. If you see differences in the way your instance looks, or you notice fields are missing, talk to your Admin and point them to that documentation.

            Getting Around in Volunteers for Salesforce

            You can find the Volunteers for Salesforce app in the App Launcher.

            1. Click the App Launcher ( App launcher icon ) at the end of the navigation bar in Salesforce.
            2. Click Volunteers.
              Volunteers in the App Launcher menu

            Within the Volunteers app, you see the Volunteers tabs.

            Tabs that show up in the Volunteers app
            • Volunteers Help—Go to the V4S Help page.
            • Volunteers Wizard—Create new Campaigns, Jobs, and Shifts.
            • Volunteer Jobs—Manage volunteer Jobs.
            • Shift Calendar—See all volunteer Shifts in a calendar view.
            • Find Volunteers—Filter volunteers to find the right one for the Job.

            New Fields Added to Standard Objects

            Contacts in Volunteers for Salesforce are used to track volunteers. It's important to have additional data on those Contacts that is specific to volunteer management.

            Volunteers for Salesforce introduces these new fields on Contacts:

            • Volunteer Status
            • Volunteer Skills
            • Volunteer Availability
            • Volunteer Hours
            • Volunteer Notes
            • Volunteer Organization
            • Volunteer Manager Notes
            • First Volunteer Date
            • Last Volunteer Date
            • Volunteer Last Web Signup Date
            • Volunteer Auto-Reminder Email Opt Out
            Volunteer fields on the Contact record

            Volunteers for Salesforce introduces these new fields on Campaigns:

            • Number of Volunteers
            • Volunteer Completed Hours
            • Volunteers Still Needed
            • Volunteer Jobs
            • Volunteer Shifts
            • Volunteer Website Time Zone
            Volunteer fields on a Campaign record
            Note
            Note These fields must be added to the appropriate page layouts by the Admin for your Salesforce org. For details, see Configure Fields in Volunteers for Salesforce.
             
            Cargando
            Salesforce Help | Article