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            Volunteer Management

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            Volunteer Management

            Use Volunteer Management to streamline program management, enhance the volunteer experience, track hours, and report metrics. In Experience Cloud create a portal to post opportunities and let volunteers browse, search, and sign up for volunteer opportunities.

            Required Editions

            Available in: Lightning Experience
            Available with: Enterprise, Unlimited and Developer Editions where Volunteer Management is enabled.
            • Volunteer Management Editions and Permissions
              Review the supported products and editions for Volunteer Management. Then learn about how your product handles permissions and how to assign them.
            • Set Up Volunteer Management
              Configure user permissions and set up Volunteer Management.
            • Enable and Configure Features for Volunteer Management
              Set up the components and tools that give you deeper insight into your volunteer data and provide robust automation around volunteer management processes.
            • Configure Volunteer Details
              To better match volunteers to positions in Volunteer Management, configure their location availability, competencies, and examination results. Make this information easy to find by adding it to the Person Account page layout.
            • Volunteer Initiatives
              Quickly set up and manage volunteer initiatives, so that volunteers can help your organization reach its goals. Initiatives are staffed by volunteer jobs with specified shifts. After you create volunteer initiatives with the job positions and shifts that serve it, use matching criteria to find the most qualified and appropriate volunteer to fill the shift.
            • Volunteer Assignments
              Assignments in Volunteer Management streamline volunteer scheduling to maximize your initiatives’ impacts. Efficiently schedule volunteers so that you have adequate volunteer coverage while minimizing administrative burdens. With flexible assignment options, volunteer managers can easily assign volunteers to shifts, track hours, and align activities with organizational goals.
            • Volunteer Management Agent
              Efficiently manage volunteer shifts and initiatives, reducing administrative tasks and improving engagement. Access the Shift Capacity and Coverage topic in the Agent Builder to identify unfilled shifts and find suitable volunteers to fill them.
             
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