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nonprofit-volunteer-management-records-create

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Use this skill to write Salesforce Nonprofit Cloud Volunteer Management (VM) records to an org once the user knows what to create, from a confirmed plan or a list of records: it reuses existing records by their Ids instead of duplicating them, asks for any missing required values, shows each object's records table for approval, inserts the records in dependency order, reads each write back, recovers from write errors, and reports every created Id. TRIGGER when a user wants to create, insert, import, or write VM records. DO NOT TRIGGER to decide what a program needs (use nonprofit-volunteer-management-structure-generate), to explain what a VM object or field is for (use nonprofit-volunteer-management-model-get), to enable Volunteer Management in an org, for per-person records (JobPositionAssignment, PersonLocationAvailability, PersonCompetency / PersonExamination, ConstituentRole), or for NPSP / Volunteers for Salesforce (V4S), which is unsupported.

skills/nonprofit-volunteer-management-records-create/SKILL.md

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Nov 6, 2026
License
Apache-2.0

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# Nonprofit Cloud Volunteer Management — Record Creation

This skill writes Volunteer Management records to an org: a Volunteer Initiative and the Locations, Positions, Job Positions, qualifications and Job Position Shifts under it. It checks the org for records it can reuse, fills each field from `references/field-guide.md`, shows the user one records table per object, and writes that object only after the user confirms its table. **Open every run by telling the user that this skill reads and writes their org, and that nothing is read or written without their yes.**

## Hard rules

- **Never delete records.** No delete, rollback or cleanup of any kind. If a write fails part-way, report what was created and what wasn't; never undo it.
- **Never act on NPSP or Volunteers for Salesforce (V4S).** That legacy package is unsupported here. Say so and stop.
- **No acronyms or internal labels in what the user sees.** Write out Volunteer Initiative, Job Position, Job Position Shift, Job Position Assignment, Position Qualification, Job Position Qualification, Data Processing Engine, and "out of the box". Never show internal step or section labels.
- **Writes need a yes per object.** Nothing is written until the user confirms that object's records table.

## Mechanism

Org calls go through the connection the session has: the headless-360 tools (`dispatch_readonly` for reads, `dispatch` for writes) or an authenticated Salesforce CLI. Both return the same results at API v67.0. Tell the user which one is in use. If neither is connected, stop and ask the user to connect one; never guess an org result. The exact call for each step, in both forms, is in `references/mcp-invocation.md`.