After the event, we need to wrap up the Salesforce Event Task with a light-touch update:
- Mark the task Complete
- Record the actual volunteer headcount
- Add brief VEA notes (no-shows/walk-ins, highlights/issues, follow-ups)
This quick closeout preserves context for the next visit and gives Volunteer and Corporate/High Engagement teams a clear record to reference.
From the Group's Account Page in Salesforce.
1. Click the Event Task Name.
2. Click Mark Complete.
3. Click the pencil icon by Comments.
4. Enter the number of volunteers who attended.
5. Enter any VEA Notes.
6. Click Save.
The task has been updated and completed.