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Volunteers for Salesforce Features

Volunteers for Salesforce provides the tools to manage your volunteer program.  You are able to track who your volunteers are and the hours they have worked, all of your volunteer jobs, both ongoing, and for a specific event, and shifts for specific jobs.  Volunteers for Salesforce also provides several Sites pages that you can host in your website to allow people to tell you they want to be a volunteer, or to actually signup for a specific job (and shift).

Volunteer Jobs & Shifts

Track the volunteer jobs and, optionally, shifts your organization needs filled.  Jobs are associated with a Campaign in Salesforce and track information such as the skills needed and location.  Shifts are available for each job to track a specific time and the desired number of volunteers you want.

Job Calendar

Volunteer Time Recording

Track the hours your volunteers work to make recognition and end-of-year reporting a simple task.  Volunteer hours are tracked along with jobs and shifts for specific events or on an ongoing basis then summarized on your volunteer’s contact records.
Mass Edit Hours

Website Integration

We provide 4 different Sites pages that you can host in your website to smoothly manage your volunteer program.  The pages include 1) general volunteer signup, 2) displaying available jobs & shifts listings with signup, 3) a calendar of available jobs and shifts, and 4) a page for volunteers to record the hours they have worked for you.  Information about your volunteer positions are dynamically updated and signup information is put right into your Salesforce database with no extra work from you.

Volunteers Signup

Mass Email Volunteers

Stay in touch with your volunteers with built-in ability to email everyone on a job, shift, or campaign with a single action.  This feature makes it easy to send all the volunteers on a specific job or shift directions, waiver forms or to thank them for participating.  We also provide an automated way for emailing reminders about a volunteer’s upcoming job shift.

Mass Email Volunteers

Recurring Jobs & Volunteers

For cases where your volunteer job shift’s repeat there is functionality to make management of those positions easy and automatic.  You are also able to assign volunteers to automatically volunteer for a specific job at on a recurring schedule.

New Job Recurrence Schedule

Find Volunteers

We provide a page that allows you to dynamically search for volunteers using the criteria you specify, and then easily assign them to a Job or Shift.

Find Volunteers

Reporting & Dashboards

We provide a full set of reports and dashboards to help you manage and analyze your volunteer program.  With our system, it’s now easy to know who your most active volunteers are, and how many volunteers and hours you are benefiting from each year.

Volunteers dashboard

Language Localization

Provide your non-English speaking volunteers with signup forms in their language using our language localization feature. You can not only offer fully localizable web forms, but also fully localizable Salesforce pages for your volunteer coordinators. Includes French translation.

Customizable to Meet Specific Program Needs

Not only can you add as many fields as you need to the app to support you program you can incorporate those fields into the website integration and management screens.  This capability is made possible using Salesforce Field Sets.

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