Adding Staff and Volunteers to Events

Workers assigned to your event can be added to the event on the Organization Event record.  The person being assigned must have a contact record in Salesforce.  A user record, which is a record for logging into Salesforce, is not sufficient.

The Fee Paid field should be ignored, as it is not used for Staff & Volunteers.

The Event Responsibility field can be used to indicate duties of your staff and volunteers.  

To edit the Responsibilities picklist follow these steps:

1. Navigate to Setup and search for Object Manager, then locate the Contact Schedule Item object.
2. Click the Contact Schedule Item Label.
3. Scroll down to Custom Fields & Relationships and click the Primary Event Responsibility Field Label
4. Scroll down to the Picklist Value Set and add/edit the picklist values as needed.

Note: Be aware that the Responsibility picklist is used across all events.  Deleting or editing an existing Responsibility will impact all events.

Use the Status field to indicate a volunteer's attendance at the event.  The options in the drop down list are identical to event participants:

• Confirmed - the volunteer has confirmed that they will be at the event to assist
• Attended - The volunteer did assist at the event.
• Invited - the volunteer was asked to assist at the event, but has not yet confirmed
• Cancelled - the volunteer has indicated that s/he cannot attend.

Note: Persons listed in the Staff & Volunteers section will receive emails from the Staff Confirmation Email and Staff Reminder Email email templates.