After a group serves, affiliate each participant to the organizations Account in Salesforce. This links people to their employer/partner org so we can see relationships at a glance, support Corporate & High Engagement prospecting, and report on group reach and retention.
From the VolunteerHub Admin Portal.
Affiliated Members are pulled every Friday for the previous Friday - Thursday period.
Example: On Fri, Sep 5, 2025, we pull data for Aug 29 - Sep 4, 2025.
1. Click on the menu icon.
2. Click Reports.
3. Click Custom Reports.
4. Click Weekly Affiliations Report.
5. Click Date Range.
6. Select Custom Range.
7. Enter the Start Date for the report.
8. Enter the End Date for the report.
9. Click Apply.
8. Click the XLSC icon.
9. Open the downloaded Excel file.
10. Click Sort & Filter.
11. Select Custom Sort.
12. Select User Group Lineage.
13. Click OK.
14. Scroll down and select rows that are not Group Volunteers.
Group Volunteers will have affiliations of Church Affiliations, Community/Civic Affiliations, Corporate Affiliations, Non-Profit Partners, and School Affiliations.
15. Right click on the selected rows and select delete.
16. Select the User Group Lineage, User Group Reservation Slots Reserved, and Slots Used columns.
17. Right click on the selected fields and select Insert.
18. Label the new columns SF ID, Role, and Primary.
19. Locate the name of the first User Group.
20. Search Salesforce for the Group's Account.
21. Click on the correct Account.
22. Click into the url.
23. Select and copy the ID after Account/ and before /view.
24. Return to the Excel sheet.
25. Paste the ID next to each group member in the SF ID column.
26. If you know the Group Leader's Role at the organization, enter it.
27. Mark Yes for Primary on the Group Leader's Row.
28. Repeat the ID, Role, and Primary for all groups.
29. Scroll over to the Event ID column and change the label to VolunteerHub User Registration Unique ID.
30. Submit the spreadsheet to the Systems team for uploading to Salesforce through the IT Request form.