Volaby integrates with Salesforce to keep your volunteer data in sync with your CRM.
Connecting Salesforce
Navigate to Admin Console > Integrations > Apps
Open the Salesforce setup
Sign in to your Salesforce account
Select the Salesforce account to sync with
The setup page shows your connection status, instance URL, and last updated timestamp.
Sync options
Add & Update Volunteers — new volunteers are added as Salesforce contacts, and updates (name, email, etc.) are pushed automatically.
Remove Volunteers — when a volunteer is retired in Volaby, they're removed from Salesforce.
Program Segments — contacts are segmented by program. When a volunteer joins or leaves a program, the segmentation in Salesforce updates to match.
Field mapping
Volaby always syncs First Name, Last Name, and Email. You can also enable:
Phone number
Date of Birth
Preferred Name (mapped to a custom Salesforce field)
About Me
For additional fields, use the custom field mapping UI to map Volaby fields to standard or custom Salesforce fields.