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| Section | Objectives |
|---|---|
| Topic 1: Program Management | - Program and service delivery tracking - Program lifecycle management |
| Topic 2: Data Management and Security | - Data model design and governance - Security, access, and compliance |
| Topic 3: Case and Service Management | - Service delivery workflows - Case management for client services |
| Topic 4: Constituent Management | - Account and contact data model for nonprofit organizations - Constituent engagement and segmentation |
| Topic 5: Reporting and Insights | - Reports and dashboards for nonprofit KPIs - Outcome measurement and analytics |
| Topic 6: Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
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NEW QUESTION # 116
A nonprofit wants to make a substantial technology shift that will affect multiple teams and departments.
Which two initial steps should a consultant discuss with the nonprofit?
Choose 2 answers
Answer: B,C
Explanation:
When a nonprofit is making a substantial technology shift that will affect multiple teams and departments, the initial steps should include forming a powerful guiding coalition and establishing a sense of urgency. These steps are critical for successful change management.
* Form a powerful guiding coalition:
* This involves assembling a group with enough power and influence to lead the change effort and encourage collaboration across departments.
* Establish a sense of urgency:
* Creating a sense of urgency helps build the momentum needed for change by highlighting the importance and benefits of the technology shift to the entire organization.
Kotter's 8-Step Change Model
Salesforce Nonprofit Cloud Consultant Study Guide
NEW QUESTION # 117
A nonprofit has its organization-wide sharing settings for all objects set to Private and is using Program Management Module to track Service Deliveries. A subset of Service Delivery records should be visible to selected staff.
How should a consultant meet this requirement?
Answer: D
Explanation:
To ensure that a subset of Service Delivery records are visible to selected staff while maintaining private sharing settings, you should use criteria-based sharing rules:
* Navigate to Sharing Settings:
* Go to Setup in Salesforce.
* Enter "Sharing Settings" in the Quick Find box and select it.
* Create a Criteria-Based Sharing Rule:
* In the Sharing Settings, locate the object for which you want to create the sharing rule (e.g., Service Deliveries).
* Create a new sharing rule and select "Based on Criteria" as the rule type.
* Define the criteria that records must meet to be shared (e.g., specific fields or values that identify the subset of records).
* Specify the users or roles that should have access to these records and define the level of access (Read/Write).
* Save and Apply the Rule:
* Save the sharing rule and ensure it is activated.
* Verify that the selected staff have the appropriate access to the records as defined by the rule.
By using criteria-based sharing rules, you can selectively grant access to specific records without compromising the overall privacy settings of the organization.
References:
Salesforce Help: Setting Up Sharing Rules
Nonprofit Success Pack (NPSP) Documentation on Sharing and Security Settings
NEW QUESTION # 118
A nonprofit customer wants to have the status for a Campaign Member on a fundraising campaign automatically update when a donation is received from that Contact.
What should the consultant recommend?
Answer: C
NEW QUESTION # 119
A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments.
What should the consultant do to correctly match the Payments to the Opportunities?
Answer: D
Explanation:
When migrating historic donation records into a nonprofit's Salesforce org where many of these donations were paid in multiple installments, it is important to ensure that the Payments are correctly matched to the Opportunities. The correct approach involves using the "Do Not Automatically Create Payment" field:
Check the Do Not Automatically Create Payment Field:
When importing historic donations, check the "Do Not Automatically Create Payment" field on the Opportunities.
This prevents Salesforce from automatically creating Payments for these Opportunities, which allows you to manually enter the correct Payments that match the historic installment records.
Manually Create Payments:
After importing the Opportunities with the "Do Not Automatically Create Payment" field checked, manually create Payment records that correspond to each installment.
Ensure each Payment is correctly associated with the corresponding Opportunity.
Validation:
Validate the imported data to ensure all Payments are correctly matched with the Opportunities.
This method ensures that the historic donation records with multiple installments are accurately represented in Salesforce.
Reference:
Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Payments and Opportunities.
Salesforce Help: Data Import Guidelines.
NEW QUESTION # 120
A nonprofit wants to segment its constituents based on their donations from the prior fiscal year. The nonprofit wants to include only onetime gifts it received.
Which NPSP feature should the consultant use to meet this requirement?
Answer: A
Explanation:
To segment constituents based on their one-time donations from the prior fiscal year, the nonprofit should use Customizable Rollups in NPSP:
Customizable Rollups:
Customizable Rollups in NPSP allow nonprofits to create custom rollup fields that aggregate data based on specific criteria, such as donation type and date range.
These rollups can be configured to include only one-time gifts received during the prior fiscal year.
Setting Up Rollups:
Navigate to NPSP Settings.
Go to "Donations" and then "Customizable Rollups."
Create a new rollup that sums one-time donations within the specified date range (the prior fiscal year).
Use this rollup field to segment and analyze constituents based on their donation history.
Reporting and Segmentation:
Use the rollup field in reports and list views to segment constituents and analyze their giving patterns.
Reference:
Salesforce Nonprofit Success Pack (NPSP) Documentation: Customizable Rollups Salesforce Help: Creating and Managing Rollups
NEW QUESTION # 121
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