1. General
  2. Idées
+1
Prévu

Salesforce for Volunteers

Anonyme il y a 12 ans • mis à jour par schmittaf il y a 12 ans • 1

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

Solution

Solution
Prévu
schmittaf il y a 12 ans

Margaret plans on working on this in January 2014.

Prévu
schmittaf il y a 12 ans
Prévu
schmittaf il y a 12 ans

Margaret plans on working on this in January. 

Solution
Prévu
schmittaf il y a 12 ans

Margaret plans on working on this in January 2014.

Margaret Fako il y a 12 ans
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.

Service d'assistance aux clients par UserEcho