Security Improvements for Volunteers for Salesforce

By Jessie Rymph | October 27, 2019 | Nonprofit, Volunteer Management, Volunteering

Each year, hundreds of volunteers help Grand Canyon Trust survey springs, plant native grasses, and document grazing impacts at the Colorado Plateau.
Each year, hundreds of volunteers help Grand Canyon Trust survey springs, plant native grasses, and document grazing impacts at the Colorado Plateau.

Are you using Volunteers for Salesforce? Do your volunteers sign up for jobs or shifts online, or submit forms on your website? If so, now that the Winter ’20 release has gone live, you may want to make some small configuration changes. This process should take about 30 minutes, depending on how complex your sharing and security settings are.

This is not a requirement at this point and Volunteers for Salesforce will continue to run without these updates. However, in the future, we expect you will need to turn on the new Secure Guest User Record Access feature so we recommend you do it now.
Instructions:

  • Enable the Secure Guest User Record Access setting that is part of the Winter ’20 Release. From Setup, enter Sharing Settings in the Quick Find box, and select Sharing Settings. Select Secure guest user record access. New Salesforce customers automatically have this setting enabled. Salesforce Help document here.

  • Once Secure Guest User Record Access is enabled, go to Setup, search for Custom Settings, click on the Volunteers Settings label, then click Manage. If Custom Settings have not been set, click New. If Custom Settings have been set, click Edit. Select Grant Guest User Update Access. Then, save your changes.

  • Create Criteria Based Sharing Rules. For detailed instructions on setting up these Criteria Based Sharing Rules, go to Set Up and Configuration for Volunteers for Salesforce, the section called “Configure Data Access in Organization-Wide Sharing Defaults.” Follow the instructions up to the section “Activate Your Site.“

That’s it!

"The tools [volunteers] use vary between clipboards, data sheets, shovels, and screwdrivers," says the Grand Canyon Trust, but it all starts with a Volunteers for Salesforce sign up form at grandcanyontrust.org.

“The tools [volunteers] use vary between clipboards, data sheets, shovels, and screwdrivers,” says the Grand Canyon Trust, but it all starts with a Volunteers for Salesforce sign up form at grandcanyontrust.org.

Volunteers across Australia sign up online for shifts at McGrath Foundation events, which fund McGrath Breast Care Nurses supporting individuals and their families experiencing breast cancer.

Volunteers across Australia sign up online for shifts at McGrath Foundation events, which fund McGrath Breast Care Nurses supporting individuals and their families experiencing breast cancer.

Learn More

The reason behind all of this is increased security measures in the Winter ’20 release. Volunteers who sign up online are accessing your organization’s data without a log-in to Salesforce, and we want to make sure they continue to see only what they need to see. To learn more about the specific changes in V4S, please read this explanation.

Read all about the security settings in the Winter ’20 release notes.

Attend the Salesforce.org Winter ’20 webinar on November 5 to learn about other updates.

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