Profile
You can customize your profile to personalize your Philanthropy Cloud experience. Tap Profileto edit your profile.
Personalized recommendations display on your Philanthropy Cloud Featuredpage based on the skills and causes you select in your profile, as well as based on your location and engagement history.
Your giving and volunteering history tells the story of your philanthropic impact to date, allowing you to view the details of your supported organizations and past events. You can manage upcoming opportunities and recurring events from your profile.
You can also log volunteer time from your profile, as well as view your upcoming volunteer opportunities.
Your personal details can be viewed and edited as required.
Note: If you are a Philanthropy Cloud Champion, you are able to coordinate volunteering events for your organization. Your Champion status is indicated by a badge on your profile. If you have questions about this role, please contact your administrator.
My Image
Personalize your profile by updating your profile image. You can change your profile image at any time by tapping your profile picture.
To update your profile image:
- Tap Profile, then tap your profile picture.
- Tap Take Photo to take a photo or Choose Photo to choose or modify an image file. The optimal size for an image is 160 pixels wide with a maximum file size of 10 MB. Acceptable image formats are .jpg, .gif, and .png. Philanthropy Cloud automatically scales and pads your image. .
My Details
Your personal details can be viewed and edited in your profile.
Note: If you are a Philanthropy Cloud Champion for your organization, your Champion status is indicated by a special icon on your profile. If you have questions about this role, please contact your administrator.
To edit your personal details:
Tap Profile.
Navigate to the Personal Details and tap My Details.
Edit your personal details as required and tap Save.
My Causes
You can select the causes that are important to you in the My Causes section of your profile.
Personalized recommendations display on your Philanthropy Cloud Featured page based on the skills and causes you select in your profile, as well as your location and engagement history.
The heart icon tracks how many causes you have selected.
To select causes that are important to you:
Tap Profile.
Navigate to Personal Details and tap My Causes.
Select a cause by tapping the item. To deselect an item, tap the item again. A running total of your selected causes appears beside the heart icon.
Select all of the causes that you are passionate about.
Tap Save.
My Skills
Everyone is good at something, and you can share your superpowers with others when you volunteer. You can select the skills that you can offer to volunteer opportunities in the My Skills section of your profile.
Personalized recommendations display on your Philanthropy Cloud Featured page based on the skills and causes you select in your profile, as well as your location and engagement history.
When you select a volunteer opportunity to see its full details and to sign up, matched skills from your profile are indicated in the list of relevant or requested skills for the opportunity, if applicable.
To select you skills:
Tap Profile.
Navigate to Personal Details and tap My Skills.
Select the skills you can offer to volunteer opportunities. You can search for and select the appropriate skills by typing the first few letters.
Tap on as many checkboxes as you like and tap Save.
Remove a skill by tapping on the selection and tap Save.
My Donations
You can view and manage your donation history in the My Donations section of your profile.
You can download a tax receipt for a credit card donation by selecting Receipt.
You can easily donate to a cause or organization again by selecting Donate Again.
To view your donation history:
Tap Profile.
Navigate to Personal Details and tap My Donations to view all donations including one-time and recurringdonations.
Select a donation to view and manage its details.
To download a tax receipt for a credit card donation, select Receipt.
To view the full details for a particular donation, select the campaign, nonprofit, or impact fund.
To donate to a cause or organization again, select Donate Again.
To cancel a recurring donation, select Cancel Recurrence.
My Volunteering
You can view and manage your upcoming volunteer opportunities, as well as the details of your volunteering history in the My Volunteering section of your profile.
You can log time for a volunteer opportunity by selecting Log Time.
Upcoming Volunteer Opportunities
You can view and manage your upcoming volunteer opportunities in the Upcoming volunteer opportunities screen of My Volunteering.
To view your upcoming volunteer opportunities:
Tap Profile.
Navigate to Personal Details and tap My Volunteering.
Tap Upcomingto see the list of volunteer opportunities you selected.
Select a particular volunteer opportunity to view the full details.
Tap My Shifts to view details for a shift-based volunteer opportunity. Tap Edit to add or remove shifts from the calendar and then tap Update.
To cancel your sign up, tap Cancel Shift.
To log time for a volunteer opportunity, tap Log Time.
Past Volunteer Opportunities
You can view and manage your volunteering history in the Pastvolunteer opportunities screen of My Volunteering.
You can log time manually for your flexible volunteer opportunities, as well as for any other volunteering that you do by selecting Log Time. You can also edit the logged time for your volunteer opportunities as required.
To view your volunteering history:
Tap Profile.
Navigate to Personal Details and tap My Volunteering.
Select Past and tap View Details to see details of a volunteer opportunity.
To edit a logged time entry, tap Edit Time.
To delete a logged time entry, tap Delete Volunteer Time.
To log time for a volunteer opportunity, tap Log Time.
Sync to Calendar
You can synchronize your volunteer shifts to the default calendar. If Sync to Calendar is enabled, shifts are added or removed from your calendar when you sign up or cancel shifts.
To sync to calendar:
Tap Profile.
Navigate to Personal Details and then to Calendar Settings.
Simply toggle to enable or disable the functionality to sync to calendar. You may be asked to grant access to the calendar, if you haven’t done so already.
Log Time
Volunteer time is logged automatically for most volunteer opportunities that you sign up using Philanthropy Cloud. However, you must log time manually for your flexible volunteer opportunities, as well as for any other volunteering that you do.
Flexible opportunities enable you to volunteer according to your schedule. You can coordinate with the organizer to arrange your volunteer time. Once you have volunteered, you can log time for your flexible volunteer opportunities in Log Time from either the Featured page or from My Volunteering.
You can also log time for your other one-time and recurring volunteer opportunities.
To log your volunteer time:
Navigate to Log Time from either the Featuredpage or from My Volunteering.
Enter details about the volunteer opportunity.
Enter the place, time and duration of your volunteering.
Enter a short description of the activity.
Tap Log Time.
To edit the logged time for a volunteer opportunity, navigate to My Volunteering. Locate the appropriate opportunity and tap Edit Time to edit its details.
To delete a logged time entry, select Delete Volunteer Time.
Help & Support
Have a question? We're here to help!
Documentation- Tap Documentation to access Philanthropy Cloud documentationwhere you can view and search for information about the mobile app.
Contact Support - Tap Contact Support to access the Philanthropy Cloud Support Site, where you can contact support for help with the application.
Give Feedback- Tap Give Feedback to share your suggestions or opinions on the Philanthropy Cloud Feedback Portal.
Privacy Policy - Tap Privacy Policy to access the Salesforce privacy policy.
Log Out
Saying goodbye is never easy, but we hope to see you again soon.
To log out of the mobile app:
Tap Profile.
Scroll down and tap Log Out.