CERTIFIED TIA-942 DESIGN CONSULTANT
CTDC EXAM 2026 CERTIFICATION REVIEW
MANUAL
◉ Why can't some users create Volunteer records? Answer: If
Volunteers for Salesforce was installed without specifying Install for
All Users, then only the profile of the person who installed V4S has
access. If you haven't added data to V4S yet, uninstall and reinstall
the package. Be sure to choose Install for All Users this time.
If you have volunteer data in V4S that you need to preserve,
manually enable the following for each custom profile that needs
access (you can't modify these values on standard Salesforce
profiles).
◉ Why don't I see all the Volunteer Wizard fields? Answer: To see all
the Volunteer Wizard fields, you must have access to them. Make
sure your profile has access to the V4S application, its pages, and its
objects and fields.
◉ Why don't the Volunteer Sign Up and Job Listing pages work?
Answer: Setting up Salesforce Sites and adjusting all permissions for
the pages correctly can be tricky. You should carefully review the
Website section of the Volunteers for Salesforce Setup and
,Configuration Guide and ensure you followed the steps exactly as
written. Here's a list of common issues we've seen people run into:
When the package was installed, security wasn't granted to all users.
The Site was created, but wasn't activated.
You filled in the Default Web Address field when editing your Site,
but didn't account for it in the URL.
Your Site wasn't set up to work in an iFrame.
The permissions for your site weren't correctly set (in the Site's
Guest User Profile).
The Sharing Settings for the Campaign are set to Private.
The Volunteer objects are marked as In Development instead of
Deployed. This can happen if you're upgrading from a very old
version and forgot to deploy the package.
◉ Why do I see an Authorization Required error when I look at my
Sites pages or Personal Sites pages? Answer: If there is an issue
when a page loads, Salesforce displays its standard error page with
error information. Because Sites pages are running without a logged
in user, Salesforce won't display the standard error page and shows
the Authorization Required error instead. We recommend testing
your Sites pages while logged into your Salesforce instance so that
you see the appropriate underlying error.
, ◉ Web-to-Lead forms are your friend. They are a simple form that
can be embedded right on your website and they don't require any
custom field mapping. Answer: You can also use FormAssembly for
your more complex forms, which handles duplicates and multiple
object touches a bit better.
◉ To automatically create Campaign Members through an
Opportunity, you need to ensure that your org is set up to do so.
There are three settings in NPSP Settings that control this feature:
Answer: Automatic Campaign Member Management
Campaign Member Responded Status
Campaign Member Non Responded Status
◉ Optionally, enter a Campaign Member Responded Status. The
value entered is used as the default for ALL Campaign Members that
are automatically added or updated through Automatic Campaign
Member Management. If you leave this field blank, Salesforce uses
the first status marked as "Responded" in your list of Campaign
Member Statuses. If you enter a value that doesn't already exist in
your list of Statuses, it will be added to the list. Answer: Optionally,
enter a Campaign Member Non Responded Status. The value entered
is used as the default for ALL Campaign Members that are
automatically added or updated through Automatic Campaign
Member Management. If you leave this field blank, Salesforce uses
the first status that is NOT marked as "Responded" in your list of
Campaign Member Statuses. If you enter a value that doesn't already
exist in your list of Statuses, it will be added to the list.
CTDC EXAM 2026 CERTIFICATION REVIEW
MANUAL
◉ Why can't some users create Volunteer records? Answer: If
Volunteers for Salesforce was installed without specifying Install for
All Users, then only the profile of the person who installed V4S has
access. If you haven't added data to V4S yet, uninstall and reinstall
the package. Be sure to choose Install for All Users this time.
If you have volunteer data in V4S that you need to preserve,
manually enable the following for each custom profile that needs
access (you can't modify these values on standard Salesforce
profiles).
◉ Why don't I see all the Volunteer Wizard fields? Answer: To see all
the Volunteer Wizard fields, you must have access to them. Make
sure your profile has access to the V4S application, its pages, and its
objects and fields.
◉ Why don't the Volunteer Sign Up and Job Listing pages work?
Answer: Setting up Salesforce Sites and adjusting all permissions for
the pages correctly can be tricky. You should carefully review the
Website section of the Volunteers for Salesforce Setup and
,Configuration Guide and ensure you followed the steps exactly as
written. Here's a list of common issues we've seen people run into:
When the package was installed, security wasn't granted to all users.
The Site was created, but wasn't activated.
You filled in the Default Web Address field when editing your Site,
but didn't account for it in the URL.
Your Site wasn't set up to work in an iFrame.
The permissions for your site weren't correctly set (in the Site's
Guest User Profile).
The Sharing Settings for the Campaign are set to Private.
The Volunteer objects are marked as In Development instead of
Deployed. This can happen if you're upgrading from a very old
version and forgot to deploy the package.
◉ Why do I see an Authorization Required error when I look at my
Sites pages or Personal Sites pages? Answer: If there is an issue
when a page loads, Salesforce displays its standard error page with
error information. Because Sites pages are running without a logged
in user, Salesforce won't display the standard error page and shows
the Authorization Required error instead. We recommend testing
your Sites pages while logged into your Salesforce instance so that
you see the appropriate underlying error.
, ◉ Web-to-Lead forms are your friend. They are a simple form that
can be embedded right on your website and they don't require any
custom field mapping. Answer: You can also use FormAssembly for
your more complex forms, which handles duplicates and multiple
object touches a bit better.
◉ To automatically create Campaign Members through an
Opportunity, you need to ensure that your org is set up to do so.
There are three settings in NPSP Settings that control this feature:
Answer: Automatic Campaign Member Management
Campaign Member Responded Status
Campaign Member Non Responded Status
◉ Optionally, enter a Campaign Member Responded Status. The
value entered is used as the default for ALL Campaign Members that
are automatically added or updated through Automatic Campaign
Member Management. If you leave this field blank, Salesforce uses
the first status marked as "Responded" in your list of Campaign
Member Statuses. If you enter a value that doesn't already exist in
your list of Statuses, it will be added to the list. Answer: Optionally,
enter a Campaign Member Non Responded Status. The value entered
is used as the default for ALL Campaign Members that are
automatically added or updated through Automatic Campaign
Member Management. If you leave this field blank, Salesforce uses
the first status that is NOT marked as "Responded" in your list of
Campaign Member Statuses. If you enter a value that doesn't already
exist in your list of Statuses, it will be added to the list.
