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| Section | Objectives |
|---|---|
| Case and Service Management | - Service delivery workflows - Case management for client services |
| Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
| Constituent Management | - Constituent engagement and segmentation - Account and contact data model for nonprofit organizations |
| Reporting and Insights | - Outcome measurement and analytics - Reports and dashboards for nonprofit KPIs |
| Data Management and Security | - Data model design and governance - Security, access, and compliance |
| Program Management | - Program and service delivery tracking - Program lifecycle management |
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NEW QUESTION # 100
A consultant began an implementation project with a nonprofit that is new to Salesforce. The nonprofit's leadership is hesitant to spend time at the beginning of the project on change management. What are three reasons the consultant can share to emphasize the value and importance of governance? (Choose 3)
Answer: A,D,E
Explanation:
Governance in a Salesforce project is the framework of rules and processes that ensure the system remains healthy, secure, and aligned with the mission. While leadership may view it as "bureaucracy," a consu1ltant must frame it as risk2 management.
Three Core Pillars of Governance Value:
* Security (E): Without governance, users might be granted broad permissions "to move fast," leading to data breaches or the exposure of sensitive donor/client information. Governance ensures a "Principle of Least Privilege" is maintained through a structured review of Permission Sets and Sharing Rules.
* Compliance (C): Nonprofits are subject to strict regulations (e.g., GDPR, HIPAA, or IRS audit requirements). Governance provides the documentation and audit trail needed to prove that the organization is handling data according to legal standards.
* Cost Savings (B): This is often the most persuasive argument for leadership. Poor governance leads to
"Technical Debt"-duplicate apps, messy data, and conflicting automations that require expensive consultant hours to fix later. By establishing a Change Control Board (CCB), the organization avoids wasting money on redundant tools or poorly designed features.
While Delivery Speed (D) and Interoperability (A) are benefits of a well-run project, they are often the result of good governance rather than the primary strategic reasons to implement it. Security, Compliance, and Cost Savings are the fundamental justifications for a nonprofit's long-term sustainability on the platform.
NEW QUESTION # 101
A nonprofit provides after-school programs to historically underserved youth. The nonprofit wants to track each program and the status of youth enrolled in the program.
Which set of objects within the Program Management Module should a consultant use to track the programs and enrollments?
Answer: C
Explanation:
https://trailhead.salesforce.com/content/learn/modules/program-management-with-nonprofit-cloud/manage- nonprofit-programs-with-salesforce To track each program and the status of youth enrolled in the program using the Program Management Module (PMM) in Salesforce, the consultant should use the "Programs" and "Program Engagements" objects.
Key Features:
* Programs: This object represents the various programs offered by the nonprofit. Each program can have multiple engagements and activities associated with it.
* Program Engagements: This object tracks the involvement of individuals (youth in this case) in specific programs. It allows the nonprofit to monitor the status and progress of each participant within the program.
Steps to Implement:
* Set Up Programs:
* Navigate to the Programs tab.
* Create records for each after-school program offered by the nonprofit.
* Track Engagements:
* Navigate to the Program Engagements tab.
* Create records for each youth enrolled in the programs, linking them to the appropriate program and tracking their status.
References:
Salesforce Program Management Module Documentation
Salesforce Trailhead: Program Management for Nonprofits
NEW QUESTION # 102
Salesforce recommends using V2MOM with customers in the requirements-gathering phase of a project.
What is the desired outcome?
Answer: A
Explanation:
Salesforce recommends using V2MOM (Vision, Values, Methods, Obstacles, and Measures) with customers in the requirements-gathering phase of a project to achieve organizational alignment. Here's how V2MOM helps:
* Vision:
* Define what you want to achieve. This provides a clear direction for the project.
* Values:
* Identify what is important about the vision and why it matters. This aligns the project goals with the organization's core values.
* Methods:
* Outline the steps to achieve the vision. This ensures everyone understands the approach and processes to be followed.
* Obstacles:
* Recognize potential challenges and how to address them. This prepares the team to handle issues proactively.
* Measures:
* Determine how success will be measured. This provides clear criteria for evaluating progress and outcomes.
Using V2MOM ensures that all stakeholders are aligned with the project's goals, values, methods, challenges, and success metrics, fostering a unified approach to project execution.
Salesforce V2MOM Framework: Marc Benioff's V2MOM
Salesforce Trailhead: Define Your Vision with V2MOM
NEW QUESTION # 103
A nonprofit wants to run an enrollment report for its education classes.
Which Program Management Module object should the consultant use to build the report?
Answer: B
Explanation:
To run an enrollment report for education classes in Salesforce using the Program Management Module (PMM), the "Program Engagement" object is the most appropriate. Here are the steps to create such a report:
Understand Program Engagements:
Program Engagements track the relationship between a participant (Contact) and the program (Program) they are enrolled in. This object captures key details like enrollment status, start and end dates, and related services.
Create a Custom Report Type:
Navigate to Setup > Report Types.
Click "New Custom Report Type."
Select "Program Engagement" as the primary object.
Define the relationships with related objects such as Contacts and Programs.
Build the Enrollment Report:
Go to the Reports tab and click "New Report."
Select the custom report type you just created.
Add relevant fields such as Participant Name (Contact), Program Name, Enrollment Status, Start Date, and End Date.
Apply filters to narrow down the report to specific classes or time periods as needed.
Customize and Save the Report:
Group the report by Program Name or Participant Name to get a clear view of enrollments.
Add summary fields to count enrollments or calculate averages if needed.
Save and run the report to view the enrollment data.
Reference:
Salesforce Program Management Module Documentation: Detailed instructions on setting up and using PMM for managing programs and engagements. Salesforce PMM Documentation.
NEW QUESTION # 104
A user has reported an error when trying to merge two contacts using NPSP Contact Merge tab.
Which two issues are the likely cause of the problem?
Choose 2 answers
Answer: A,D
Explanation:
(https://trailhead.salesforce.com/en/content/learn/modules/contact-and-account-settings-in-nonprofit-success- pack/merge-duplicate-contacts-and-accounts-npsp) When encountering errors while trying to merge contacts using the NPSP Contact Merge tab, the following issues are likely causes:
* Delete Access to Contacts:
* The user needs to have delete access to the contacts being merged. Without the necessary permissions, the user will not be able to complete the merge operation.
* Ensure that the user's profile or permission set includes delete permissions on the Contact object.
* Unique External ID:
* If a unique external ID is retained from the non-master contact, it can cause conflicts during the merge process. The system expects unique external IDs to remain unique, and retaining an ID from a record that is being merged (and effectively deleted) can create issues.
Salesforce Nonprofit Success Pack Documentation
Salesforce Merge Contact Permissions Guide
NEW QUESTION # 105
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