1. General
  2. Ideen
+1
Geplant

Salesforce for Volunteers

Anonym vor 12 Jahren • aktualisiert von schmittaf vor 12 Jahren • 1

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

Antwort

Antwort
Geplant
schmittaf vor 12 Jahren

Margaret plans on working on this in January 2014.

Geplant
schmittaf vor 12 Jahren
Geplant
schmittaf vor 12 Jahren

Margaret plans on working on this in January. 

Antwort
Geplant
schmittaf vor 12 Jahren

Margaret plans on working on this in January 2014.

Margaret Fako vor 12 Jahren
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.

Customer support service by UserEcho