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| Section | Objectives |
|---|---|
| Topic 1: Case and Service Management | - Service delivery workflows - Case management for client services |
| Topic 2: Reporting and Insights | - Reports and dashboards for nonprofit KPIs - Outcome measurement and analytics |
| Topic 3: Data Management and Security | - Data model design and governance - Security, access, and compliance |
| Topic 4: Program Management | - Program and service delivery tracking - Program lifecycle management |
| Topic 5: Constituent Management | - Account and contact data model for nonprofit organizations - Constituent engagement and segmentation |
| Topic 6: Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
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NEW QUESTION # 18
A nonprofit wants to collect information online about volunteers who are new to the nonprofit, including names and contact details, skill sets, and availability. The nonprofit already uses NPSP and Volunteers for Salesforce and wants to create a report with this information.
What are two ways the consultant can meet the requirement?
Choose 2 answers
Answer: C,D
NEW QUESTION # 19
A nonprofit uses Volunteers for Salesforce. The nonprofit has volunteers who work the same schedule every week. The volunteer manager wants to avoid asking these ongoing volunteers to sign up for the same shift every time.
How should the consultant configure Salesforce to meet the requirement?
Answer: B
Explanation:
To configure Salesforce to handle recurring volunteer schedules, the Volunteer Recurrence Schedules feature in Volunteers for Salesforce (V4S) is the ideal solution. Here's a step-by-step guide:
Install Volunteers for Salesforce: If not already installed, you need to install the Volunteers for Salesforce package from the Salesforce AppExchange.
Navigate to Volunteer Jobs: Go to the Volunteers tab and create or select a Volunteer Job that requires a recurring schedule.
Set Up Volunteer Recurrence Schedules:
In the Volunteer Job record, find the "Recurrence Schedules" related list.
Click "New Volunteer Recurrence Schedule."
Define the recurrence pattern, such as weekly, and specify the start and end times for the volunteer shifts.
Assign Volunteers to Recurrence Schedules:
Once the recurrence schedule is created, assign volunteers to this schedule.
Volunteers assigned to a recurrence schedule will automatically be registered for the specified shifts without the need to sign up repeatedly.
Review and Manage:
Periodically review the schedules to ensure they align with any changes in volunteer availability or job requirements.
By using Volunteer Recurrence Schedules, the nonprofit can efficiently manage volunteers who work on a regular basis without needing them to sign up for each shift manually. This feature ensures that the volunteer management process is streamlined and volunteers have a consistent schedule.
Reference:
Salesforce Volunteers for Salesforce Documentation: This official documentation provides detailed instructions on setting up and managing volunteer schedules. Salesforce V4S Documentation.
NEW QUESTION # 20
A nonprofit organization is migrating from a standard Salesforce org to an NPSP org. It has a large volume of contacts. The nonprofit organization is considering using an Individual ("Bucket") account model. What are two considerations in this situation?
Answer: A,B
NEW QUESTION # 21
A nonprofit has implemented Program Management Module to satisfy the reporting requirements of a new grant. The funder expects to see a report that segmen&s services according to location.
Which object will allow the nonprofit to satisfy the reporting requirements?
Answer: D
Explanation:
https://powerofus.force.com/s/article/PMM-Overview
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
NEW QUESTION # 22
A nonprofit wants to record which services are provided to families. The nonprofit just installed the Program Management Module.
How should the consultant configure the Program Management Module?
Answer: A
Explanation:
To configure the Program Management Module (PMM) to record services provided to families, follow these steps:
Create Program Engagement Records:
Navigate to the "Program Engagements" tab.
Click "New" to create a new Program Engagement record.
Fill in the necessary details, ensuring to select the head of the household for the "Contact" field. This links the engagement to the primary contact within the family.
Select the Program:
In the Program Engagement record, select the relevant program that the family is engaged in. This helps in categorizing the services under specific programs.
Specify the Services:
Use the "Service Deliveries" related list to add services provided to the family. Click "New Service Delivery" and select the appropriate service. This ensures each service provided is tracked and recorded against the Program Engagement.
Reference:
Salesforce Nonprofit Cloud Consultant Study Guide
Salesforce Program Management Module Documentation
Salesforce NPSP (Nonprofit Success Pack) Resources
NEW QUESTION # 23
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