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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Domain Expertise | 10% | - Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
|
| Topic 2: Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
|
| Topic 3: Marketing and Engagement | 12% | - Design and implement engagement strategies
|
| Topic 4: Program and Service Delivery | 15% | - Explain the data model for programs
|
| Topic 5: Fundraising | 20% | - Explain the data model and functionality for fundraising
|
| Topic 6: Constituent Engagement | 8% | - Configure and implement constituent management
|
| Topic 7: Analytics and Reporting | 15% | - Configure and implement reports and dashboards
|
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NEW QUESTION # 93
A nonprofit organization has white papers, case studies, and impact reports on its website. The organization wants to track website visitors who download those assets. Once tracked, the organization wants to pursue the visitor as a constituent. Which solution should be considered?
Answer: C
Explanation:
To track website visitors who download white papers, case studies, and impact reports, and subsequently pursue them as constituents, Pardot is the recommended solution. Pardot provides robust marketing automation features that can effectively manage and nurture leads. Here's how to set it up:
* Install Pardot:
* Purchase Pardot and install it in your Salesforce org.
* Configure Pardot Tracking:
* Add Pardot tracking code to your website.
* This code will track visitor behavior, including downloads of white papers, case studies, and impact reports.
* Create Pardot Forms and Landing Pages:
* Use Pardot to create forms and landing pages for visitors to fill out before they can download the assets.
* These forms will capture visitor information and automatically create a prospect in Pardot.
* Set Up Automation Rules:
* Create automation rules in Pardot to add prospects to specific lists based on their behavior.
* For example, create a rule to add a prospect to a "White Paper Download" list if they download a white paper.
* Sync Pardot with Salesforce:
* Ensure that Pardot is integrated with Salesforce to sync prospects as leads or contacts.
* Use Salesforce campaigns to track these leads and monitor their progress.
* Nurture Leads:
* Use Pardot's email marketing and nurturing capabilities to engage with these leads.
* Track their interactions and score them based on their engagement to prioritize follow-ups.
By using Pardot, the nonprofit can efficiently track and engage website visitors, converting them into valuable constituents.
Salesforce Pardot Documentation: Pardot Tracking Code
Salesforce Trailhead: Marketing Automation with Pardot
NEW QUESTION # 94
A consultant is tasked with implementing NPSP for a UK-based nonprofit. One of their requirements is to localize the US-focused labels of some NPSP fields, such as replacing all references to Organization with Organisation. What should the consultant do to meet the requirement?
Answer: A
Explanation:
NPSP is a Managed Package. In Salesforce, you cannot simply go into Setup and change the labels of fields that are part of a managed package because those fields are "locked" to protect the package's integrity and ability to receive updates.
The Solution: Translation Workbench:
* Overriding Labels: To change "Organization" to "Organisation" (the UK spelling), the consultant must use the Translation Workbench. Even though both are English, Salesforce treats English (UK) and English (US) as different locales.
* Override Feature: Within the Translation Workbench, there is an "Override" section specifically for managed packages. The consultant selects the Nonprofit Success Pack package, chooses the object (e.
g., Account or GAU), and then enters the "New Label" for the specific field.
* Global Impact: This change is reflected across the entire user interface, including reports, list views, and page layouts, without actually modifying the underlying code of the managed package.
Why other options are incorrect:
* Reword in Setup (Option A): This works for custom fields you created, but it is blocked for fields starting with the npsp__ prefix.
* Language Settings (Option B): Activating English (UK) will change standard Salesforce labels (like
"Zip Code" to "Postcode"), but it does not automatically "UK-ize" the custom labels defined inside the NPSP managed package.
* Support Case (Option C): Salesforce support does not perform UI label customization for individual customers.
NEW QUESTION # 95
A nonprofit wants to predict the likelihood of a contact recurring donor.
What should the consultant recommend to meet
Answer: A
Explanation:
To predict the likelihood of a contact becoming a recurring donor, the consultant should implement Einstein for Nonprofits. Here's how:
* Enable Einstein for Nonprofits:
* Ensure that Einstein Analytics and Discovery are enabled in the Salesforce org.
* Navigate to the Einstein for Nonprofits setup and configure the necessary settings.
* Configure Prediction Models:
* Use Einstein Prediction Builder to create a custom prediction model.
* Define the criteria and data points that indicate a high likelihood of recurring donations, such as past donation behavior, engagement levels, and demographic information.
* Train and Deploy the Model:
* Train the prediction model using historical data.
* Deploy the model to start predicting which contacts are likely to become recurring donors.
* Utilize Predictions in Fundraising Strategies:
* Fundraisers can use the predictions to prioritize outreach and engagement efforts.
* Customize communication and engagement plans for high-potential recurring donors.
Einstein for Nonprofits leverages AI and machine learning to provide insights and predictive analytics, helping nonprofits make data-driven decisions to enhance donor engagement and fundraising efforts.
Salesforce Einstein for Nonprofits: Einstein for Nonprofits.
Salesforce Einstein Prediction Builder Guide: Prediction Builder.
NEW QUESTION # 96
A nonprofit plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records.
How can the consultant change the configuration to meet this requirement?
Answer: D
Explanation:
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 # 97
A nonprofit organization wants to add any donor who gives to its Capital Fund to the Capital Campaign. Which two steps should be taken to accomplish this?
Answer: A,B
Explanation:
To automatically add donors who give to the Capital Fund to the Capital Campaign:
Enable Automatic Campaign Member Management in NPSP Settings: This feature allows automatic management of Campaign Members based on criteria defined in NPSP settings.
Populate the Primary Campaign Source Field on the Opportunity Record: By setting the Primary Campaign Source on the Opportunity record, donors can be automatically added to the associated Campaign.
These steps ensure that any donor contributing to the Capital Fund is automatically linked to the Capital Campaign, streamlining the process and ensuring accurate tracking.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Managing Campaigns in NPSP
NEW QUESTION # 98
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