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Trailhead

Manage Volunteers for Nonprofits

Salesforce via Trailhead

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Overview

Use Volunteers for Salesforce to manage volunteer events, communicate through your website, and report on participation.
  • Learn how to improve your organization's volunteer management with V4S.
  • Use Volunteers for Salesforce to register volunteers for one-time and recurring events.
  • Foster volunteer engagement by connecting Volunteers for Salesforce with your website.
  • Connect with skilled volunteers and track their work in Volunteers for Salesforce.

Syllabus

  • Volunteers for Salesforce (V4S): Quick Look
    • Explore the Benefits of Using V4S
  • Volunteer Registration in V4S
    • Get Started with Volunteer Registration
    • Create Volunteer Jobs
    • Create Job Shifts and Assign Volunteers
    • Set Up a Campaign with Recurring Events
    • Create Jobs and Shifts for Recurring Events
  • Website Integration for Volunteer Management with V4S
    • Get Started with Website Integration
    • Configure Data Access for Your Site
    • Finish Setup and Test Your Site
    • Sign Up Volunteers Through Your Website
    • Customize Pages and Hand Off Your Website Integration
  • Volunteer Management in V4S
    • Get Started with Volunteer Management
    • Find the Right Volunteers
    • Manage Email and Report on Volunteer Participation

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