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Salesforce for Volunteers

Anònim fa 12 anys • updated by schmittaf fa 12 anys • 1

Volunteers can sign up for opportunities online; we manage internally versus using the current Volunteer2 website.

Answer

Answer
Planned
schmittaf fa 12 anys

Margaret plans on working on this in January 2014.

Planned
schmittaf fa 12 anys
Planned
schmittaf fa 12 anys

Margaret plans on working on this in January. 

Answer
Planned
schmittaf fa 12 anys

Margaret plans on working on this in January 2014.

Margaret Fako fa 12 anys
Work so far: 
  1. Participated in vendor webinar in December
  2. Read through website and all demo videos on site
  3. Installed Volunteers for Salesforce into UAT
  4. read through users guide and worked through installation and configuration guide
  5. Created permission set for “volunteer management” & added to Jen’s user profile
  6. Created report to look for all current contact who have a volunteer squared ID
  7. Met with Jen regarding #’s 1-6
  8. Meeting with Jen 1/16. Plan is to meet weekly.

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