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| Section | Objectives |
|---|---|
| Case and Service Management | - Service delivery workflows - Case management for client services |
| Data Management and Security | - Data model design and governance - Security, access, and compliance |
| Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
| Reporting and Insights | - Outcome measurement and analytics - Reports and dashboards for nonprofit KPIs |
| Program Management | - Program lifecycle management - Program and service delivery tracking |
| Constituent Management | - Constituent engagement and segmentation - Account and contact data model for nonprofit organizations |
>> Nonprofit-Cloud-Consultant日本語版参考資料 <<
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質問 # 153
A nonprofit wants to present active volunteer sites on a map which should be visible without logging in.
Which tool would support this requirement?
正解:C
解説:
To present active volunteer sites on a map that should be visible without logging in, the nonprofit can use Tableau Public. Here's why:
* Tableau Public:
* Tableau Public is a free platform that allows users to create and share interactive data visualizations online.
* It supports publishing maps and other visualizations that can be accessed publicly without requiring login credentials.
* This tool is ideal for sharing information like volunteer site locations with a broad audience.
Tableau Public Documentation
Salesforce and Tableau Integration Guide
質問 # 154
A nationally federated nonprofit is implementing a single Salesforce org to provide shared fundraising services to its four regional affiliates. Each affiliate and the national nonprofit must see only its own donor data.
Which Salesforce feature would enable this level of record access?
正解:D
解説:
To provide each affiliate and the national nonprofit the ability to see only its own donor data in a single Salesforce org, the consultant should use Criteria-based Sharing. Here's why:
* Criteria-based Sharing:
* This feature allows for defining sharing rules based on specific criteria, such as record ownership or certain field values.
* By setting up criteria-based sharing rules, each affiliate and the national nonprofit can be restricted to viewing only the records that meet the specified criteria, such as records tagged with their specific region or affiliate identifier.
Salesforce Sharing and Visibility Guide
Salesforce Criteria-based Sharing Rules Documentation
質問 # 155
A nationally federated nonprofit is implementing a single Salesforce org to provide shared fundraising services to its four regional affiliates. Each affiliate and the national nonprofit must see only its own donor data.
Which Salesforce feature would enable this level of record access?
正解:B
解説:
(Role hierarchy)
https://trailhead.salesforce.com/en/content/learn/modules/data_security/data_security_records Role hierarchies ensure managers have access to the same records as their subordinates. Each role in the hierarchy represents a level of data access that a user or group of users needs.
質問 # 156
A nonprofit organization has engaged a consultant to implement NPSP and has a large membership program it wants to manage in Salesforce. Which two things does the consultant need to set up to ensure that the membership rollups in NPSP will work properly?
正解:A、B
質問 # 157
A nonprofit is moving from a legacy donor management system to NPSP. The nonprofit wants to retain the legacy system's 150 donation appeal source codes as historical data.
What should the consultant recommend?
正解:D
解説:
To retain the legacy system's 150 donation appeal source codes as historical data in NPSP, you should follow these steps:
* Create Campaigns for Each Legacy Source Code:
* Navigate to the Campaigns tab in Salesforce.
* Create a new Campaign for each of the 150 legacy source codes.
* Name the Campaigns according to the source codes for easy identification.
* Prepare Your Import Data:
* Ensure that your import data includes a column for Campaigns, where you can map each donation to the corresponding legacy source code Campaign.
* Import Contacts and Opportunities:
* Use the Data Import Wizard or Data Loader to import your Contacts and Opportunities.
* During the import process, map the source code field in your data to the appropriate Campaign in Salesforce.
* Relate Contacts and Opportunities to Campaigns:
* Ensure that each Contact and Opportunity record is related to the correct Campaign representing the legacy source code.
By organizing your legacy source codes into Campaigns and mapping your import data accordingly, you can effectively retain and manage historical donation appeal source codes in NPSP.
References:
Nonprofit Success Pack (NPSP) Data Import documentation.
Salesforce documentation on Campaigns and data import processes.
質問 # 158
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