Salesforce applications, such as the NPSP, are collections of objects and fields that help to organise the nonprofit’s individual aspects. The best thing about this particular Salesforce approach is that by building out the standard Salesforce data model, it organises data.
From the begin, we said that the Salesforce Nonprofit Success Pack is a perfect way to start customising your solution for Salesforce. It’s not an end-all-be-all app, though. You’ll want to look for a full fundraising solution that works for easy organisation of key metrics side-by-side with this data model, but we’ll cover this later in more detail.
Now here we see how we customize the volunteers:
Volunteers for Salesforce is a fantastic module that has a whole slate of super-useful features for managing a volunteer program at a nonprofit organization. If you manage your volunteering on Salesforce Nonprofit Cloud, chances are you’ve clicked on the Find Volunteers button when you’re managing sign-ups for a Volunteer Shift.
You might have clicked right back out again, thinking, ‘This looks good, but it doesn’t allow me to search for what I really want to search for.’ You do not track volunteer skills, for instance, or get your volunteers to set their availability on their personal website. So, how do you look for exactly what you want then?