Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Nonprofit Cloud
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Volunteer Management

            You are here:

            1. Salesforce Help
            2. Docs
            3. Nonprofit Cloud

            Set Up Volunteer Management

            Configure user permissions and set up Volunteer Management.

            Required Editions

            Available in: Lightning Experience
            Available with: Enterprise, Unlimited and Developer Editions where Volunteer Management is enabled.
            User Permissions Needed
            To set up and use Volunteer Management: Manage Volunteer Data permission set

            Assign Volunteer Management Permission Sets

            Provide users with the access that they need to use Volunteer Management features.

            Before you set up Volunteer Management, enable Person Accounts.

            Note
            Note Person accounts were not built to work with Nonprofit Success Pack and therefore, are not supported for use with NPSP. If Person Accounts are not already enabled in your org, don't enable them. Once you turn on Person Accounts in your organization, you can't turn the feature off. See NPSP and Person Accounts in NPSP FAQ.
            1. Assign the Manage Volunteer Data permission set to your users.
            2. To access your Experience cloud site, assign users the Manage Volunteer Work in Experience Cloud permission set.
            3. To access your Experience Cloud site as a guest, assign the Volunteer Management in Experience Cloud Guest Access permission set.
            4. To set up and use Agentforce in Volunteer Management, assign the Use Volunteer Agent (beta) permission set.
            5. To make all fields across the objects readable by all users, set the organization-wide sharing settings default for Volunteer Management objects to Public Read Only. For greater access, set the default to Public Read/Write.

            Turn On and Set Up Volunteer Management

            To manage volunteers in Salesforce, turn on Volunteer Management and configure settings for locations, operating hours, and job position assignment.

            Note
            Note Try out Volunteer Management in a sandbox before turning it on in your Salesforce org. After you turn on Volunteer Management, you can't turn it off.
            1. From Setup, in the Quick Find box, enter Volunteer, and then select Volunteer Management Settings.
            2. Turn on Volunteer Management.
            3. Set up locations.
              1. From the Object Manager, on the Location object, add picklist values for the Location Type field.
              2. Save your changes.
              3. From the Locations page in Salesforce, click New.
              4. Provide the location Name, Location Type, and other details as necessary.
              5. To add an additional location, click Save & New, or click Save to complete your work.
            4. Set up operating hours.
              1. From the Operating Hours page in Salesforce, click New.
              2. Provide a name and a time zone for the new operating hours.
              3. To save additional operating hours, click Save & New, or click Save to complete your work.
            5. Set a default value for the Status field on the Job Position Assignment object.
              For example, select Upcoming, or In Progress as the default status for job position assignments.

            Create Locations

            To help users and volunteers better understand where opportunities are, create locations in Salesforce for your organization and initiatives.

            1. From the App Launcher, find and select Locations.
            2. Click New.
            3. Name the location.
            4. Select a Location Type.
            5. Provide other details of the location, such as a time zone, address, driving directions, a description, an external reference, and parent location.
            6. Save your work.
            7. Repeat this task for all of your locations.

            Create Competencies

            Define the skills needed for your initiatives so you can match the right volunteers to the right positions. Create competencies that meet the needs of the job positions that support your initiatives.

            1. From the App Launcher, find and select Competencies.
            2. Click New.
            3. Name the competency.
            4. Describe the competency.
            5. Save your work.
            6. Repeat this task for all of your competencies.

            Create Examinations

            Create examinations that qualify volunteers for licenses or permits that are required or preferred to work with your organization.

            1. From the App Launcher, find and select Examinations.
            2. Click New.
            3. Name the examination.
            4. Describe the examination.
            5. Save your work.
            6. Repeat this task for all examinations to license or permit volunteers.
             
            Loading
            Salesforce Help | Article