PatronManager Help

Introduction to Volunteers for Salesforce - October 2024

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Introduction to Volunteers for Salesforce: https://help.pm.leapevent.tech/a/1041506

Ready to get started? Check out our aptly named help tab article, So You Want to Get Started with Volunteers. Want more information about setting up Volunteers for Salesforce? Check out the recording of our June 2018 webinar called "Setting Up Volunteers for Salesforce" here.

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.  

FAQs

Does Volunteers for Salesforce have to be connected to PatronManager, or can we use it separately?

Volunteers for Salesforce is an app that lives inside your PatronManager account.

Does our volunteer manager need a PatronManager login?

Yes, anyone looking to use this app from an administrator perspective will need a Salesforce/PatronManager login.

Does this work with the Salesforce mobile app?

You can absolutely look at list views, dashboards, and volunteer records on the phone! Nothing is particularly optimized out of the box, so you'll want to adjust some page layouts, and we know at least one client built a quick action to mark volunteers as completed. But, it works, and it's not too bad. It's a lot like looking up Contacts or Donations, less like how tickets look on the Salesforce app.

Can a volunteer log in somewhere to see their shifts?

There's a function (sort of like PatronPortal) called "Volunteer Personal Sites" -- it takes a little bit more time to set up, but it allows volunteers to see their upcoming shifts, their statistics, and more.

Can we limit online sign-ups to only pre-approved volunteers?

One feature of the app is a Volunteer Personal Site which allows your approved volunteers to log in and sign up for shifts. You can also limit signups by hiding your signup pages behind a password protected page on your website.

Can we control how many and which shifts a volunteer signs up for?

The way most people tend to implement rules like this is requiring a volunteer manager to confirm the shifts. That way, the "online signup" is more just expressing interest/availability and the volunteer manager confirms it.

Is this useful for tracking hours even if we don't want volunteers to sign up online?

Yes! Some organizations use the app JUST to track hours afterward, and don't do any signups at all with it. Perhaps you just want to see how many hours of volunteering you had per season and per audience type, so you can talk about your volunteers to your board. The app is great for this.

Are volunteers tracked as Contacts in PatronManager, like our donors and ticket buyers?

Yes. Qualifying the volunteer will make them a Contact in the database, so you can track their volunteer activity alongside their tickets and donations!

If a volunteer needs to cancel a shift, can they trade with another volunteer?

In this case, you'd probably just have the volunteer email the volunteer manager with when they are canceling and who is taking the shift. Then, the Volunteer Manager can update it in the backend. There's no "shift swap" for the website.

Will "full" shifts disappear from the online calendar?

The shift will still be visible, but instead of having a "Sign up" link it will say "Full."

Can volunteers see who else has signed up for their shift?

You can show the number of filled spots by adjusting the URL parameters of your Job Listing. The app does not officially support adding the names of the folks who have already signed up, but it is possible to write their names into the Shift Description using Salesforce Flow. We'd only recommend doing this if you use Personal Sites or restrict access to your Shift listings, rather than publishing volunteer names on your public website. 

Another option, that SFSC Arts uses, is to include the names of other volunteers in an email response when someone cancels a Shift; the person who cancels is responsible for finding their replacement, and they have the names so they know who they can't ask to take their place!

What if a volunteer has trouble signing up for shifts online?

Your volunteers can still contact the Volunteer Manager the old fashioned way, but in our experience most volunteers enjoy the online option.

Can a volunteer sign up for recurring shifts, e.g. "every Tuesday afternoon in the office"?

Yes, there's a feature called the Volunteer Recurrence Schedule that does just that!

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