PatronManager Help

Setting up Volunteers for Salesforce

Updated on

Use this link to share with your colleagues:

Setting up Volunteers for Salesforce: https://help.pm.leapevent.tech/a/1041504

Volunteers for Salesforce is a free app developed by a third-party developer, which you can add to your PatronManager account. The advantages of using it are numerous, but the setup can be challenging. In this webinar, we’ll discuss some of the trickier parts of the setup, including email notifications, webform permissions and Personal Sites. 


You’ll get the most from this session if you have already installed the app in PatronManager, and are ready to configure volunteer web signups. 

Since this is a third-party app, we don't provide technical support for Volunteers for Salesforce. Which is why this webinar rounds up two special guests to share their knowledge with you: 

  • Caroline Renard, Independent Consultant, Salesforce MVP and long-time Volunteers for Salesforce user, who has worked with a number of PatronManager organizations to configure this app

We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.  

Recorded June 2018

Previous Article Webinar: Improve Patron Relationships with the Power of Mogli SMS - June 2019
Still Need Help? Continue to the Client Community