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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Donations and Fundraising Management | 20% | - Payment Methods and Processing - Donation Management - Grant Management - Recurring Donations (Recurring GAU) - Donations Batch Processing - Opportunity and GAU Configuration |
| Topic 2: NPSP Configuration and Development | 25% | - NPSP Settings and Preferences - Data Model Design for Nonprofits - Relationships Management - Account Model Configuration - Affiliations Configuration - Contacts and Households |
| Topic 3: Analytics and Reporting | 15% | - Rollup Summary Fields - Reports and Dashboards for Nonprofits - Custom Report Types - Nonprofit Reporting Templates - Success Metrics Definition |
| Topic 4: Constituent Management | 20% | - Contact and Organization Records - Household Management - Relationships and Groupings - Segmentations and Campaigns - Affiliations and Memberships |
| Topic 5: Solution Design and Implementation | 20% | - User Adoption and Training Planning - NPSP Best Practices - Requirements Gathering - Data Migration Strategies - Integration with External Systems - Customization vs Configuration Decisions |
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NEW QUESTION # 130
Which two scenarios should be included in a Salesforce-recommended V2MOM?
Answer: A,E
Explanation:
V2MOM (Vision, Values, Methods, Obstacles, and Measures) is a framework used by Salesforce to align teams and ensure successful project outcomes. The recommended elements for a V2MOM include:
Vision:
Defines what you want to achieve.
It sets the direction and purpose of the project or initiative.
Example: "To increase donor engagement by 20% over the next fiscal year." Metrics (Measures):
Describes how you measure success.
Includes quantifiable indicators that help track progress toward the Vision.
Example: "Number of new donors acquired, donor retention rate, total funds raised." Values:
Although not explicitly listed as an answer option, values are an integral part of the V2MOM framework. They define what is important and guide the behaviors needed to achieve the Vision.
Methods:
Specifies the actions and steps needed to achieve the Vision.
Example: "Implement a new donor management system, conduct quarterly donor engagement surveys." Obstacles:
Identifies potential challenges and how to overcome them.
Example: "Limited staff resources, data migration issues."
Inclusion of Metrics and Vision:
Metrics and Vision are critical as they set the overall goal and how success will be measured, ensuring clarity and alignment across the team.
CertGod Nonprofit Cloud Consultant study guide: "Vision and Metrics are essential components of a Salesforce-recommended V2MOM"【22:5†source】.
NEW QUESTION # 131
A nonprofit organization needs an email marketing tool that will measure email engagement and evaluates the fit of prospective supporters. Which two factors should the consultant recommend?
Answer: A,D
Explanation:
For a nonprofit organization needing an email marketing tool to measure email engagement and evaluate prospective supporters:
Pardot Grading: This measures how well a prospect fits the ideal customer profile based on criteria such as job title, industry, and location.
Pardot Scoring: This tracks a prospect's engagement with marketing materials, assigning points based on interactions such as email opens, clicks, and form submissions.
Combining Pardot Grading and Scoring provides a comprehensive view of both the quality and engagement level of prospective supporters.
Salesforce Pardot Documentation
Salesforce Trailhead: Pardot Scoring and Grading
NEW QUESTION # 132
The program manager of an after-school program wants to pull a report that shows all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email. The nonprofit is using NPSP.
Which custom report type should the consultant use to create the report?
Answer: D
Explanation:
To pull a report showing all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email, the consultant should use the "Contacts with or without Relationships" custom report type:
Custom Report Type:
Create a custom report type for "Contacts with or without Relationships." This report type allows you to include related records, such as relationships between students (Contacts) and their primary parent/guardian.
Include Relevant Fields:
In the report, include fields for the student (Contact Name), their primary parent/guardian (related Contact), and the parent/guardian's cell phone and email.
Use the Relationships object to link students to their primary parent/guardian.
Filters and Sorting:
Apply necessary filters to ensure only relevant records are included.
Sort and group the data as needed to provide a clear view of students and their primary parent/guardian information.
Salesforce Help: Custom Report Types
Nonprofit Success Pack (NPSP) Documentation: Managing Relationships
NEW QUESTION # 133
A nonprofit wants to migrate millions of Contact records from a legacy system. Most records fail to import with the following error: "npsp.TDTM_Address: System.LimitException: Apex CPU time limit exceeded".
Which three actions could a consultant take to successfully import this data?
Choose 3 answers
Answer: A,B,C
Explanation:
When migrating millions of Contact records and encountering the error "npsp.TDTM_Address: System.LimitException: Apex CPU time limit exceeded," you can take the following actions:
Disable Automation:
Go to NPSP Settings.
Navigate to "TDTM" (Table Driven Trigger Management).
Disable all automation triggers temporarily to ensure they do not interfere with the data load process.
Load Address Object Separately:
Split the data load into two parts: first load Contacts without address data, then load address data separately.
This reduces the complexity and processing required for each batch.
Disable ADDR_Addresses_TDTM Handler:
In NPSP Settings, go to "Trigger Configuration."
Locate the 'ADDR_Addresses_TDTM' handler.
Disable this specific handler to prevent it from executing during the data import process.
Reduce Batch Size:
When using Data Loader or any import tool, set the batch size to a significantly lower number (e.g., 100 or 200 records per batch).
This helps in managing CPU limits and ensures smoother processing.
By following these steps, you can mitigate the Apex CPU time limit issue and successfully import large volumes of data into NPSP.
Salesforce documentation on managing Apex CPU time limits.
Nonprofit Success Pack (NPSP) documentation on Trigger Management and Data Import.
NEW QUESTION # 134
Donations made by nonprofit volunteers are captured on a spreadsheet monthly. The nonprofit utilizes NPSP and Volunteers for Salesforce.
Which two NPSP Data Import features will streamline the import of these donations?
Choose 2 answers
Answer: B,C
Explanation:
To streamline the import of donations made by nonprofit volunteers using NPSP Data Import features, the following steps are recommended:
Create a Batch and Map Opportunity Primary Contact on First and Last Name:
When creating a data import batch, you can map the Opportunity Primary Contact based on the First and Last Name. This ensures that the donation is linked to the correct contact in Salesforce.
Create a Batch and Match Contact on First and Last Name:
During the import process, create a batch and use the matching criteria based on the Contact's First and Last Name. This helps in accurately matching the donations to the existing contacts in Salesforce, reducing duplicate records and maintaining data integrity.
Steps to Implement:
Navigate to NPSP Data Import.
Create a new Batch.
Map the fields appropriately, ensuring the Opportunity Primary Contact and Contact matching criteria are based on First and Last Name.
Validate the mapping and run the batch to import the donation data.
These features help automate and streamline the data import process, ensuring accurate and efficient data management.
Nonprofit Success Pack (NPSP) Documentation: Data Import
Salesforce Help: Managing Batches and Data Import
NEW QUESTION # 135
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