Loading
Volunteers for Salesforce Managed Package
Índice de materias
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
          Engage Volunteers on your Website

          Engage Volunteers on your Website

          This section assumes your Administrator integrated Volunteers for Salesforce with your website. And we sure hope they did! Using Volunteers for Salesforce with your website provides the opportunity for volunteers to visit your website and see a calendar of the Job and Shift offerings you entered in Volunteers for Salesforce. Not only can they see the calendar or a list of Job offerings, but they can sign up right from the page and that information will be saved in Volunteers for Salesforce.

          We're going to show examples of some of the most commonly used website pages. There are additional pages that may be enabled on your website. These pages are customizable, so they may look different than what you see here.

          If you're the Admin for your organization and want more information about setting up any of these website features, see Decide Which Pages to Add to Your Website.

          • View a Calendar with Job and Shift Listings
            Review the calendar view and actions that volunteers can take from your website.
          • View a Listing of Available Opportunities
            From this page, volunteers can click the signup link to sign up for a particular Shift.
          • Sign Up for a Job or Shift
            When a volunteer clicks a signup link on either the Job Calendar or Job listing page, they see this Volunteer Sign Up window. If the volunteer fills in the required information and clicks Sign Up, Volunteers for Salesforce will try to match the first name, last name, and email against your database to see if there is a matching Contact. If there is a matching Contact, Volunteers for Salesforce updates the Contact with information about the Shift and hours. If there isn't a matching Contact, Volunteers for Salesforce creates a new Contact record with the Volunteer Status set to New Sign Up.
          • Log Volunteer Hours
            From this page, a Volunteer can log hours for a Job or Shift they worked for your organization. They can select the specific Job and Shift, and report on any extra hours worked. If a Job doesn't have shifts, a Volunteer can log hours for any date range.
          • View a Personalized Volunteer Page
            From this page, a volunteer can see their Contact and Volunteer Information, upcoming Job Shifts, and Volunteer History. They can also click the Report your Volunteer Hours link at the top of the page to report extra hours.

          View a Calendar with Job and Shift Listings

          Review the calendar view and actions that volunteers can take from your website.

          Job and Shift listsings on a calendar view

          On this page, potential volunteers can click on a Shift to see details and sign up.

          Shift detail

          View a Listing of Available Opportunities

          From this page, volunteers can click the signup link to sign up for a particular Shift.

          Job listings on website
          Note
          Note Volunteers for Salesforce displays up to the first 200 Shifts by default. To see a set of 200 Shifts further into the future, you can filter based on Shift ID, number of months' worth of Shifts, number of days' worth of Shifts, or Date.

          Sign Up for a Job or Shift

          When a volunteer clicks a signup link on either the Job Calendar or Job listing page, they see this Volunteer Sign Up window. If the volunteer fills in the required information and clicks Sign Up, Volunteers for Salesforce will try to match the first name, last name, and email against your database to see if there is a matching Contact. If there is a matching Contact, Volunteers for Salesforce updates the Contact with information about the Shift and hours. If there isn't a matching Contact, Volunteers for Salesforce creates a new Contact record with the Volunteer Status set to New Sign Up.

          Signup form on the website

          V4S also sends two emails: one to the person to thank them for signing up, and one to the Volunteer Manager alerting them about the new signup.

          Note
          Note These emails are controlled by email templates and workflow rules that come prepackaged with V4S. If the emails aren't being sent, the templates or workflow rules may be disabled.

          Log Volunteer Hours

          From this page, a Volunteer can log hours for a Job or Shift they worked for your organization. They can select the specific Job and Shift, and report on any extra hours worked. If a Job doesn't have shifts, a Volunteer can log hours for any date range.

          Form to report volunteer hours on the website

          View a Personalized Volunteer Page

          From this page, a volunteer can see their Contact and Volunteer Information, upcoming Job Shifts, and Volunteer History. They can also click the Report your Volunteer Hours link at the top of the page to report extra hours.

          Personalized website page for a volunteer

          Whether in Sarah's community kitchen or at your organization's next event, we hope that showing volunteers their cumulative contributions over the days and weeks helps to inspire even higher levels of passion, commitment, and engagement.

          Volunteers in food service line
           
          Cargando
          Salesforce Help | Article