Overview
The Goodworld platform integrates with Salesforce to facilitate seamless volunteer management, tracking, and reporting through the Salesforce Nonprofit Success Pack (NPSP) and Volunteers for Salesforce (V4S). This integration enables organizations to manage volunteer activities, shifts, and job roles while maintaining accurate records within Salesforce.
Key Salesforce Objects Used in Integration
The integration leverages the following core Salesforce objects:
Contact – Represents individuals (volunteers) engaging with the organization.
Custom Registration Object – Stores volunteer registration details linked to contacts.
V4S Volunteer Hour – Tracks hours volunteered by individuals.
V4S Volunteer Shift – Represents specific time slots within volunteer jobs.
V4S Volunteer Job – Defines volunteer roles and tasks within an event.
Salesforce Campaigns – Organizes and tracks volunteer activities as part of larger initiatives.
Integration Mapping Example
The following example illustrates how Goodworld data is mapped into Salesforce for a volunteer event.
Event Hierarchy Mapping
Salesforce campaigns are structured hierarchically to organize volunteer opportunities.
Salesforce Campaign Type | Example Name | Details |
Parent Campaign (Main Event) | 2024 Day of Caring | The overarching volunteer event. |
Child Campaign (Sub-event) | Park Clean Up | A specific activity within the event. |
Volunteer Job | Landscaping | A specific task or role under a sub-event. |
Volunteer Shift | Landscaping 5-6 | A time slot for the job (e.g., 5:00–6:00 PM shift). |
Volunteer Registration Flow
When a volunteer registers through Goodworld, the following data points are mapped to Salesforce:
Goodworld Data | Salesforce Object | Field Mapping |
Volunteer Name | Contact | Name |
Contact | ||
Phone | Contact | Phone |
Address | Contact | Mailing Address |
Volunteer Shift | V4S Volunteer Shift | Name, Start Time, End Time |
Volunteer Job | V4S Volunteer Job | Name, Date |
Event Name | Salesforce Campaign | Campaign Name |
Quantity (volunteers booked) | Product Transaction | Quantity |
Paid Status | Product Transaction | Paid (True/False) |
Example Registration Entry
A volunteer, Jane Doe, registers for a landscaping shift within the "Park Clean Up" event.
Field | Example Value |
Person Name | Jane Doe |
Event Name | 2024 Day of Caring |
Sub-event Name | Park Clean Up |
Volunteer Job | Landscaping |
Volunteer Shift | Landscaping 5-6 |
Shift Date | 6/24/2024 |
Start Time | 5:00 PM |
End Time | 6:00 PM |
Quantity | 4 |
Total Cost | $0.00 |
Paid Status | True |
Benefits of the Integration
Automated Data Sync: Goodworld automatically updates Salesforce with volunteer registration, shifts, and participation records.
Event Organization: Structured campaigns allow for efficient tracking and reporting.
Seamless Reporting: Nonprofits can analyze volunteer engagement through Salesforce reports.
Scalability: Supports multiple events, shifts, and job roles.