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| Section | Weight | Objectives |
|---|---|---|
| NPSP Configuration and Development | 25% | - Affiliations Configuration - Contacts and Households - Data Model Design for Nonprofits - Account Model Configuration - NPSP Settings and Preferences - Relationships Management |
| Donations and Fundraising Management | 20% | - Payment Methods and Processing - Grant Management - Recurring Donations (Recurring GAU) - Donations Batch Processing - Donation Management - Opportunity and GAU Configuration |
| Constituent Management | 20% | - Affiliations and Memberships - Contact and Organization Records - Relationships and Groupings - Segmentations and Campaigns - Household Management |
| Analytics and Reporting | 15% | - Custom Report Types - Success Metrics Definition - Nonprofit Reporting Templates - Rollup Summary Fields - Reports and Dashboards for Nonprofits |
| Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - Requirements Gathering - Data Migration Strategies - User Adoption and Training Planning - Integration with External Systems - NPSP Best Practices |
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NEW QUESTION # 91
A consultant is setting up several integrations for a nonprofit.
What strategy could the consultant implement to help prevent interruptions between the integration and Salesforce?
Answer: B
Explanation:
To help prevent interruptions between integrations and Salesforce, creating a user account solely for integrations is a recommended strategy. Here's why and how to set it up:
Create a Dedicated Integration User:
Navigate to Setup > Users > Users.
Create a new user specifically for integration purposes.
Assign an appropriate profile with the necessary permissions for the integrations.
Benefits of a Dedicated Integration User:
Isolation of Permissions: The integration user can be given only the permissions required for the integrations, enhancing security.
Minimized Risk of Interruption: If individual user credentials are changed or users leave the organization, the integrations remain unaffected.
Audit and Monitoring: It is easier to monitor and audit integration activities when they are tied to a dedicated user account.
Set API Access for the Integration User:
Ensure that the profile assigned to the integration user has API access enabled.
Configure any necessary OAuth settings if using OAuth for authentication.
Test the Integration:
Use the integration user credentials to set up and test the integrations.
Ensure that the integrations are functioning correctly and that data is being transferred as expected.
By creating a dedicated integration user, you can ensure more stable and secure integration processes between Salesforce and other systems.
Salesforce Integration Best Practices: Integration Best Practices.
Salesforce User Management Guide: User Management.
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NEW QUESTION # 92
A development associate received a corporate matching gift that the original donor did not indicate was to be matched.
Which solution should the consultant recommend?
Answer: C
Explanation:
When a corporate matching gift is received and the original donor did not indicate that it was to be matched, the consultant should recommend using the "Find Matched Gifts" feature. This feature helps in identifying and linking the matching gift to the original donation:
Select Find Matched Gifts: This option is available within the Nonprofit Success Pack (NPSP) and is designed to help match donations.
Click on the Find More Gifts button: This button will allow the development associate to search for and match the original donation with the corporate matching gift.
This process ensures that all matched gifts are accurately recorded and credited appropriately.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Matching Gifts in NPSP
NEW QUESTION # 93
The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation. The development director wants a report to show who the solicitor is for each donor.
Which report type does the system admin need to use to create the requested report?
Answer: D
Explanation:
To create a report that shows who the solicitor is for each donor using automated soft credits, the system admin should use the "Opportunities with Partial Soft Credits and Contacts" report type. This report type allows the inclusion of soft credits and the related contacts, making it possible to track the solicitor for each donation.
Steps to Create the Report:
Choose the Report Type:
Navigate to the Reports tab and click "New Report."
Select the "Opportunities with Partial Soft Credits and Contacts" report type.
Customize the Report:
Add the necessary fields to display the solicitor, donor, and relevant opportunity information.
Use filters to refine the data as needed.
Save and Run the Report:
Save the report with an appropriate name and run it to view the results.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Create and Customize Reports
NEW QUESTION # 94
A nonprofit fundraiser notices that some of the NPSP calculated donation summary fields on the Contact and Account records are displaying incorrect values when compared to the donations recorded for each donor.
What are three items the consultant should review to troubleshoot the issue?
Choose 3 answers
Answer: A,C,E
Explanation:
To troubleshoot incorrect values in the NPSP calculated donation summary fields on Contact and Account records, the consultant should review the following:
Customizable Rollups:
Verify the settings and configuration of Customizable Rollups in NPSP. Incorrect configurations or mappings can lead to inaccurate summary values.
Ensure that the rollups are set up correctly to calculate totals based on the desired criteria.
Opportunity Stages:
Check the Opportunity stages to ensure they are correctly defined and assigned. Only certain stages (e.g., "Closed Won") should be included in donation summaries.
Misconfigured or incorrect stages can result in inaccurate summary calculations.
NPSP Health Check:
Run the NPSP Health Check to identify any potential configuration issues or data integrity problems.
The Health Check provides insights and recommendations to address common issues within NPSP.
Salesforce Nonprofit Success Pack Documentation on Customizable Rollups Salesforce Opportunity Stages Configuration Guide NPSP Health Check Documentation
NEW QUESTION # 95
A nonprofit is getting ready to go live with its Nonprofit Cloud implementation.
Which two sandbox configuration options can the consultant create to ensure effective user acceptance testing and training?
Choose 2 answers
Answer: C,D
Explanation:
To ensure effective user acceptance testing and training before going live with its Nonprofit Cloud implementation, a nonprofit can use the following sandbox configuration options:
Partial Data Sandbox:
This sandbox type includes a subset of the production data, which is useful for testing with realistic data without the need for a full copy of the production environment. It provides a balance between data availability and cost.
Full Data Sandbox:
This sandbox is a complete copy of the production environment, including all data and metadata. It is ideal for thorough testing and training, as it replicates the production environment exactly. This ensures that users are trained on an environment that mirrors the live system.
NEW QUESTION # 96
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