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| Section | Objectives |
|---|---|
| Topic 1: Reporting and Insights | - Outcome measurement and analytics - Reports and dashboards for nonprofit KPIs |
| Topic 2: Constituent Management | - Account and contact data model for nonprofit organizations - Constituent engagement and segmentation |
| Topic 3: Program Management | - Program lifecycle management - Program and service delivery tracking |
| Topic 4: Data Management and Security | - Security, access, and compliance - Data model design and governance |
| Topic 5: Fundraising and Donations | - Donation management and gift processing - Campaign and fundraising tracking |
| Topic 6: Case and Service Management | - Case management for client services - Service delivery workflows |
>> Nonprofit-Cloud-Consultant認定デベロッパー <<
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質問 # 153
A consultant is setting up a governance framework as part of a nonprofit organization implementation.
Which three elements should be included in a Salesforce-recommended governance structure? Choose 3 answers
正解：A、B、D
解説：
A Salesforce-recommended governance structure for nonprofit organizations ensures the implementation runs smoothly and effectively. It typically includes the following elements:
* Release Management: This ensures that changes are systematically planned, tested, and deployed. It involves managing how new features and updates are rolled out to avoid disruption and ensure smooth transitions.
* Rules of Engagement: These define how different stakeholders will interact with the system and with each other. It includes protocols and guidelines for communication, decision-making, and responsibilities.
* Center of Excellence (CoE): This is a dedicated team or a hub of experts that provides leadership, best practices, research, support, and training. A CoE helps ensure that the organization is leveraging Salesforce effectively and efficiently.
References:
Salesforce Nonprofit Cloud Implementation Guide
Salesforce Trailhead: Governance Framework
質問 # 154
A nonprofit organization uses a vendor for direct mail, and receives a monthly spreadsheet from it with donor information, donation amounts, and the solicitation campaign that the donation was in response to.
How can this information can be entered and de-duplicated against existing individuals in the Nonprofit Success Pack (NPSP)?
正解：D
質問 # 155
A large nonprofit organization is a social enterprise that functions in many ways like a for-profit corporation.
The organization does mot accept individual donations, but mostly engages with corporations, sponsors, and vendors by selling its own products to further its mission. The organization needs to manage Leads and track its Opportunity pipeline. Which account model should the consultant recommend?
正解：A
解説：
For a large nonprofit organization functioning like a for-profit corporation and needing to manage Leads and track its Opportunity pipeline:
* Salesforce Account Model without NPSP: This model is suitable as it aligns with for-profit business processes, focusing on managing business accounts, leads, and opportunities. The Household Account Model in NPSP is more suited for organizations managing individual donors, which is not applicable here.
Using the standard Salesforce Account Model allows the organization to leverage Salesforce's CRM capabilities tailored for B2B interactions.
References:
Salesforce Account Model Documentation
Salesforce Trailhead: Managing Leads and Opportunities
質問 # 156
A nonprofit organization uses direct mail as one of its communication channels and wants to track mailing and seasonal addresses for its donors. What should be included in the solution?
正解：B
解説：
Managing complex constituent movement-such as "Snowbirds" who live in Florida for the winter and New York for the summer-is a classic nonprofit challenge. In the modern Nonprofit Cloud, the data model has shifted away from the simple "Mailing Address" fields on the Account/Contact toward the Contact Point Address (CPA) object.
How a Consultant Implements Seasonal Addresses:
* Contact Point Address Object: Instead of adding custom fields to the Person Account, the consultant uses the related Contact Point Address object. A single donor (Person Account) can have multiple CPA records (e.g., "Summer Home" and "Winter Home").
* Seasonal Fields: The CPA object includes standard fields specifically for this purpose: Seasonal Start Month/Day and Seasonal End Month/Day.
* Address Synchronization: When the current date falls within the "Winter" range, the Automatic Person Account Mailing Address Synchronization can ensure that the "Winter" address is marked as Is Primary, which then mirrors that address into the standard mailing fields on the Person Account record for use in direct mail exports.
* Usage Type: Each CPA record can be categorized using the Usage Type field (e.g., Home, Work, Temporary).
Using Multiple Contact Point Address records is the architecturally sound approach because it maintains a single "source of truth" for the person (one Person Account) while allowing for an unlimited history of geographic locations. Option A (Custom fields) is difficult to report on and scale, while Option B (Multiple records for the same person) causes data duplication and fragments the donor's giving history.
質問 # 157
A nonprofit wants to use Customizable Rollups in its NPSP org.
What should the consultant advise1?
正解：D
解説：
Explanation
https://powerofus.force.com/s/article/NPSP-Enable-Cust-Rollups
質問 # 158
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