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| Section | Weight | Objectives |
|---|---|---|
| Integration and Data Management | 15% | - Data Handling
|
| Solution Design | 20% | - Architecture Design
|
| Implementation Strategies and Best Practices | - Project Delivery
| |
| Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Analytics | 5% | - Reporting and Insights
|
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NEW QUESTION # 183
A nonprofit plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records.
How can the consultant change the configuration to meet this requirement?
Answer: C
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/program-management-with-nonprofit-cloud/manage-nonprofit-programs-with-salesforce?trail_id=manage-programs-with-nonprofit-cloud To allow case managers to create and edit service delivery records in the Program Management Module (PMM), you should assign the appropriate permissions through Permission Sets. Permission Sets provide a way to grant specific permissions to users without changing their profiles, making it easier to manage access to certain functionalities.
Steps:
Create a Permission Set:
Navigate to Setup -> Permission Sets.
Click "New" to create a new permission set.
Grant Permissions:
In the new permission set, go to Object Settings.
Find and select "Service Deliveries."
Grant "Create" and "Edit" permissions.
Assign the Permission Set:
Assign the newly created permission set to the case managers who need access to create and edit service delivery records.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Permission Sets
NEW QUESTION # 184
Which two objects in the Program Management Module are directly connected to objects in Nonprofit Cloud Case Management?
Choose 2 answers
Answer: B,D
Explanation:
The PMM has two main objects -Programs and Services- and several objects that connect those objects together with contacts and household accounts In the Program Management Module (PMM), the objects that are directly connected to objects in Nonprofit Cloud Case Management are:
Case:
Cases in Nonprofit Cloud Case Management are used to track client issues and support needs.
They can be directly related to program participants and services provided, allowing for comprehensive case management.
Service Delivery:
Service Deliveries represent the specific services provided to clients, such as counseling sessions, classes, or other forms of assistance.
They are essential for tracking the outcomes and effectiveness of the nonprofit's programs and are directly connected to case management processes.
Salesforce Nonprofit Cloud Case Management Guide
Salesforce Program Management Module (PMM) Documentation
NEW QUESTION # 185
A consultant is importing a number of new individual gifts from a recent fundraising event for a non-profit that is using NPSP. It is very important that donors receive credit for these new donations. Where is the automatic Opportunity Contact Role hard credit value configured for this scenario?
Answer: D
Explanation:
To ensure that donors receive credit for new donations, the automatic Opportunity Contact Role hard credit value should be configured in NPSP Settings. Here's how to do it:
Navigate to NPSP Settings:
Go to the App Launcher and search for "NPSP Settings".
Access Donations Settings:
Under NPSP Settings, select "Donations".
Click on "Opportunity Contact Roles".
Configure Default Contact Role:
Set the default Contact Role for Opportunities to ensure that the primary donor is automatically assigned the correct role.
This role typically is "Primary Donor" or "Donor".
Verify and Save:
Ensure that the configuration is correct and save the changes.
This setup ensures that when new donations are imported or entered, the primary donor receives the appropriate hard credit automatically, maintaining accurate donor credit records.
Salesforce NPSP Documentation: Opportunity Contact Roles
Salesforce Trailhead: Manage Donations in NPSP
NEW QUESTION # 186
A nonprofit using Case Management wants to avoid visually identifying a subset of clients.
How should a consultant configure the view of Contact records to meet the requirement?
Answer: C
Explanation:
To configure the view of Contact records to avoid visually identifying a subset of clients, the consultant should set the component visibility for the Client Photo Component:
Navigate to Lightning App Builder:
In Salesforce Setup, go to "Lightning App Builder."
Select the Lightning Record Page for Contacts that you wish to modify.
Configure Component Visibility:
Locate the Client Photo Component on the page.
Click on the component to open its properties.
Set Component Visibility Rules:
In the properties panel, set visibility rules for the Client Photo Component.
Define criteria to control when the component is visible. For instance, you can use field values or user profiles to determine visibility.
Save and activate the changes.
Test and Deploy:
Test the Lightning Record Page to ensure the visibility rules work as expected.
Deploy the updated page to users.
By setting the component visibility for the Client Photo Component, you can ensure that the subset of clients is not visually identified, meeting the nonprofit's requirements.
Salesforce Documentation: Lightning App Builder
Trailhead Module: Build and Customize Lightning Experience Pages
NEW QUESTION # 187
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?
Answer: A
Explanation:
Before upgrading from version 2 to version 3 of NPSP, the consultant should:
Run NPSP Health Check: This tool identifies potential issues in the current NPSP configuration, including deprecated fields, custom objects, and other configurations that might cause problems during the upgrade.
Running NPSP Health Check ensures that the upgrade process goes smoothly by addressing any issues beforehand.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Upgrading NPSP
NEW QUESTION # 188
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