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| Section | Weight | Objectives |
|---|---|---|
| Data Management and Quality | 15% | - Data import and export
|
| Fundraising and Donation Management | 22% | - Donation and payment processing
|
| Nonprofit Success Pack Overview and Architecture | 15% | - NPSP core components and data model
|
| Reporting and Analytics | 5% | - NPSP-specific reports and dashboards
|
| Solution Design and Implementation | 20% | - Deployment and change management
|
| Program and Service Delivery | 18% | - Case management and client services
|
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問題 #234
A nonprofit receives a check that includes donations from several donors for a specific program the nonprofit runs.
Which two features should a consultant configure to track this gift?
Choose 2 answers
答案：A,C
解題說明：
To track a check that includes donations from several donors for a specific program, the consultant should configure GAU Allocations and Partial Soft Credits in NPSP. Here's why:
GAU Allocations:
General Accounting Unit (GAU) Allocations are used to track how donations are allocated across different programs or funds.
This feature allows the nonprofit to specify which portion of the check is designated for the specific program, providing clear tracking and reporting.
Partial Soft Credits:
Partial Soft Credits can be used to attribute portions of a single donation to multiple donors.
This feature allows the nonprofit to recognize each donor for their contribution while keeping the accounting of the total donation intact.
Salesforce NPSP Documentation on GAU Allocations
Salesforce NPSP Documentation on Soft Credits
問題 #235
A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model. What action should the consultant take?
答案：D
解題說明：
After migrating to a Nonprofit Success Pack (NPSP) Salesforce org, it's essential to ensure that all migrated Accounts are consistent with the chosen account model. The Data Quality Analysis Dashboard is a vital tool for this purpose.
Data Quality Analysis Dashboard:
This dashboard provides comprehensive insights into data quality across the org.
It helps identify inconsistencies, missing data, and discrepancies in Account records.
Steps to Ensure Consistency:
Run the Data Quality Analysis Dashboard:
Navigate to NPSP Settings and select the Data Quality Analysis Dashboard.
Review the results to identify any Accounts that do not conform to the expected account model.
Address Identified Issues:
Correct any identified discrepancies by updating the Account records to align with the chosen model (e.g., Household Account Model).
Regular Monitoring:
Schedule regular runs of the Data Quality Analysis Dashboard to maintain data integrity over time.
Benefits of Consistency:
Ensures accurate reporting and analytics.
Improves data integrity and usability across the organization.
Facilitates better donor and constituent management.
Complementary Tools:
While the Data Quality Analysis Dashboard is primary, tools like the NPSP Health Check Tool and Salesforce Optimizer can provide additional insights into overall org health and performance.
CertGod Nonprofit Cloud Consultant study guide: "Run the Data Quality Analysis Dashboard".
問題 #236
A nonprofit wants to use Customizable Rollups in its NPSP org.
What should the consultant advise1?
答案：B
解題說明：
Customizable Rollups in NPSP provide a flexible way to manage rollup calculations for donations and other records. However, once Customizable Rollups are enabled, the action is irreversible. This means you cannot revert to the standard rollup settings after enabling Customizable Rollups.
Steps to Enable:
Enable Customizable Rollups:
Navigate to NPSP Settings -> Donations -> Customizable Rollups.
Enable the Customizable Rollups feature.
Configure Rollups:
Set up the necessary rollup rules and configurations to match the nonprofit's data tracking and reporting needs.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Configure Customizable Rollups in NPSP
問題 #237
The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total.
How can this be accomplished with NPSP using Account records for the grant making institution?
答案：A
解題說明：
To track grant lifecycles using the Nonprofit Success Pack (NPSP), you can utilize a combination of Opportunities, Payments, Deliverables, and Activities. Here's how you can set this up:
Opportunities for Grants:
Create an Opportunity record for each grant.
Use custom fields or record types to distinguish grants from other types of Opportunities.
Payments:
Use the Payments object to track actual disbursements for each grant.
Associate Payments with the corresponding Opportunity.
Deliverables for Applications and Deadlines:
Create Deliverables (a custom object or use Tasks/Activities) to track grant applications and reporting deadlines.
Link Deliverables to the Opportunity record.
Activities for Action Assignments:
Use Tasks or Events to assign actions to staff members.
These activities can be associated with the Opportunity to keep everything organized.
By using these elements, you can have a comprehensive view of each grant's lifecycle, from application to final reporting, including all associated payments and staff actions.
"Grant Management in Salesforce" from Salesforce Help: Grant Management
"Using NPSP for Grant Management" from Salesforce.org: Grant Management with NPSP
問題 #238
A nonprofit wants to use Salesforce technology to train and test its employees on skills related to brand messaging, creating support cases for IT, and publishing online videos.
Which solution should the consultant recommend?
答案：B
解題說明：
myTrailhead is the best solution for a nonprofit organization that wants to train and test its employees on various skills such as brand messaging, creating support cases for IT, and publishing online videos. myTrailhead provides a customized learning experience that can be tailored to specific needs and allows for interactive and engaging training modules. This solution also includes testing capabilities to assess employee understanding and track progress over time.
Nonprofit Cloud Consultant Guide: myTrailhead is recommended for creating customized and engaging training modules that can be tracked and assessed over time.
問題 #239
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