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Salesforce for Volunteers

Anonüümne 12 aastat tagasi • uuendaja schmittaf 12 aastat tagasi • 1

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

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schmittaf 12 aastat tagasi

Margaret plans on working on this in January 2014.

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schmittaf 12 aastat tagasi
Kavandatud
schmittaf 12 aastat tagasi

Margaret plans on working on this in January. 

Vasta
Kavandatud
schmittaf 12 aastat tagasi

Margaret plans on working on this in January 2014.

Margaret Fako 12 aastat tagasi
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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