Volunteers for Salesforce (v4s) is an integrated application included in the Salesforce Nonprofit Success Pack (NPSP)

This application allows you to link:

  • Volunteers (also known in Salesforce v4s as “Contacts“)
  • Volunteer Roles (known in Salesforce v4s as “Jobs“)
  • Volunteer Shifts and
  • Volunteer Hours.
  • Within Projects (known in Salesforce v4s as “Campaigns” – similar to a “marketing campaign” where you’d be prospecting for Donors.  In this case, we are prospecting for/tracking Volunteers.

Salesforce offers exceptional “Trailhead” training without fees from Salesforce is exceptional.

Here’s the link to to the overview: Manage Volunteers for Nonprofits

As with any database, the key is to understand the structure.  Take a look at this PAGE – the 2nd picture is a link to a 1 minute video that provides a good introduction to Volunteers for Salesforce – V4S.

V4S-Hands Banner
Salesforce Logo pre-2017

My coaching for speeding up YouTube videos

Four Quick Tips for changing Youtube viewing settings 

1 min 43 second video

  1. Change the viewing speed to fit your needs - faster to review content; slower to watch more closely and take notes.
  2. Using the Number keys on your keypad to jump to that Percentage of the total video (5 for 50%)
  3. Dragging the slider at the bottom of the screen to preview the video and identify transitions
  4. Use Closed Captioning [CC] to understand words when watching at high speeds.

Initial Step

Navigating from the Salesforce Nonprofit Success Pack welcome page to the Volunteers for Salesforce page.

1:29 (1 min, 29 second) youtube video showing how to navigate within Salesforce’s Nonprofit Success Pack


Creating a Volunteer Campaign

(1:56 min youtube video) necessary because Volunteer Jobs (“roles”) must be associated with a Campaign.


Creating a Volunteer Job

(3:07 min youtube video) shows how to build a new Job and clone an existing Job.


Creating Volunteer Job Shifts

(4:42 min youtube video) 2 options for navigating to a Volunteer Job and creating and cloning Job Shifts.


Assigning Volunteers to Shifts

(4:51 min youtube video)  - using Shift Calendar and Mass Edit Volunteer Hours