To collect information online about new volunteers, including names, contact details, skill sets, and availability, and create a report with this information, the following solutions are recommended:
Collect Contact Information During Job Sign Up:
Use the Job Listings feature in Volunteers for Salesforce to capture volunteer information during the job sign-up process.
Ensure that the sign-up form includes fields for contact details, skill sets, and availability.
Steps to Set Up Job Listings:
Navigate to the Volunteers for Salesforce setup.
Configure job listings and ensure the sign-up forms capture all necessary information.
Add the Volunteer Sign Up Form to the Nonprofit's Website:
Create a Volunteer Sign Up form and embed it on the nonprofit's website.
Use the Volunteers for Salesforce Web-to-Volunteer feature to automatically capture and create records in Salesforce.
Steps to Set Up Web-to-Volunteer:
Go to Volunteers for Salesforce settings.
Set up the Web-to-Volunteer form with the required fields.
Embed the form on the nonprofit's website.
These methods ensure that all relevant volunteer information is captured and stored in Salesforce, allowing for easy reporting and management.
Reference:
Volunteers for Salesforce Documentation
Salesforce Help: Setting Up Web-to-Volunteer Forms
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