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| Section | Weight | Objectives |
|---|---|---|
| Solution Design and Implementation | 20% | - User Adoption and Training Planning - Integration with External Systems - Requirements Gathering - NPSP Best Practices - Data Migration Strategies - Customization vs Configuration Decisions |
| Analytics and Reporting | 15% | - Custom Report Types - Reports and Dashboards for Nonprofits - Success Metrics Definition - Nonprofit Reporting Templates - Rollup Summary Fields |
| NPSP Configuration and Development | 25% | - Data Model Design for Nonprofits - Contacts and Households - NPSP Settings and Preferences - Affiliations Configuration - Relationships Management - Account Model Configuration |
| Donations and Fundraising Management | 20% | - Payment Methods and Processing - Recurring Donations (Recurring GAU) - Grant Management - Donations Batch Processing - Donation Management - Opportunity and GAU Configuration |
| Constituent Management | 20% | - Affiliations and Memberships - Household Management - Contact and Organization Records - Segmentations and Campaigns - Relationships and Groupings |
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NEW QUESTION # 62
i. A Salesforce admin changes an Engagement Plan Template as requested by the development team. The development manager expects to see the changes reflected on an existing Engagement Plan using that Template on a campaign.
Why is the development manager unable to see the Template changes?
Answer: B
Explanation:
Changes to Engagement Plan Templates in Salesforce only affect newly created Engagement Plans. Here's why:
Template Changes Application:
When an Engagement Plan Template is modified, the changes are not retroactively applied to existing Engagement Plans. Only new plans created after the modification will reflect the changes.
Create New Engagement Plans:
For the development manager to see the changes, new Engagement Plans need to be created using the updated template. Existing plans will retain the configuration they had at the time of creation.
Communicate Changes:
Inform relevant stakeholders about this behavior to manage expectations and plan accordingly. Consider cloning existing Engagement Plans if updates are necessary, applying the new template configurations.
Review Documentation:
Refer to Salesforce documentation on Engagement Plans for detailed information on how templates and plan instances work.
Salesforce Engagement Plan Documentation
Salesforce Nonprofit Success Pack (NPSP) Resources
Salesforce Trailhead: Configure Nonprofit Success Pack Engagement Plans
NEW QUESTION # 63
A nonprofit organization wants to track all donations that go to a specific, designated fund. How should a consultant solution for this use case?
Answer: C
Explanation:
To track all donations that go to a specific, designated fund, the consultant should create a GAU Allocation record for the designated fund. Here's how to set it up:
Create GAU Records:
Navigate to the App Launcher and search for "General Accounting Units".
Create a new GAU record for each designated fund.
Link Donations to GAUs:
When entering or importing donations (Opportunities), use the GAU Allocation section to allocate the donation amount to the relevant GAU.
Specify the amount or percentage of the donation that should be allocated to each GAU.
Set Up GAU Allocation:
In the Opportunity record, scroll to the GAU Allocations related list.
Click "New" to create a new GAU Allocation.
Select the appropriate GAU and enter the allocation amount.
Reporting on GAUs:
Create reports to track donations by GAU.
Use the GAU Allocation object in your report to filter and summarize donations by designated funds.
By using GAU Allocations, the nonprofit can effectively manage and report on restricted funds, ensuring that donations are tracked according to donor intent.
Salesforce NPSP Documentation: General Accounting Units (GAUs)
Salesforce Trailhead: Manage General Accounting Units (GAUs)
NEW QUESTION # 64
A nonprofit stores a government-issued personal identification number on each constituent's Contact record in an encrypted field.
What should a consultant enable on a Permission Set to ensure the personal identification number is fully accessible by a subset of org users'?
Answer: D
Explanation:
To ensure that a subset of users can fully access the government-issued personal identification numbers stored in encrypted fields on Contact records, you must enable the "View Encrypted Data" permission in a permission set. This permission allows users to see the actual encrypted data instead of a masked value.
Steps to Enable:
Create or Edit a Permission Set:
Navigate to Setup -> Permission Sets.
Create a new permission set or edit an existing one.
Enable View Encrypted Data:
In the permission set, go to System Permissions.
Enable the "View Encrypted Data" permission.
Assign Permission Set:
Assign the permission set to the appropriate users who need to access the encrypted data.
Salesforce Help: Encrypt Custom Fields
Salesforce Trailhead: Data Security and Encryption
NEW QUESTION # 65
A nonprofit using NPSP wants to track all donations that go to a designated fund.
How should a consultant meet this requirement?
Answer: B
Explanation:
To track all donations that go to a designated fund, the consultant should create a GAU Allocation record for the designated fund. Here's why:
GAU Allocation Record:
General Accounting Units (GAUs) are used in NPSP to allocate portions of donations to specific funds or purposes.
Creating a GAU Allocation record allows the nonprofit to specify the amount of each donation that should be allocated to the designated fund, ensuring accurate tracking and reporting.
Salesforce NPSP Documentation on General Accounting Units (GAUs)
Salesforce Nonprofit Success Pack GAU Allocation Guide
NEW QUESTION # 66
A nonprofit's system admin has seen this error message multiple times:
Npsp,TDTMCContact:execution of AfterUpdate caused by : System,SObjectException:Invalid field gender_c Contect (npsp) How should the admin troubleshoot this?
Answer: D
Explanation:
To troubleshoot the error message "Npsp,TDTMCContact
of AfterUpdate caused by : System,SObjectException
field gender_c Contact (npsp)," the admin should:
Check for Invalid Values:
The error indicates that there might be invalid values in the gender field on Contact records.
Review the values in the gender field across the Contact records to ensure they conform to the expected values (e.g., Male, Female, Non-binary).
Steps to Verify and Correct Values:
Use Salesforce reports or data export tools to extract Contact records with gender values.
Check for any discrepancies or invalid entries.
Correct the invalid values by updating the records with appropriate values.
Review Field Mappings and Settings:
Ensure that any field mappings related to the gender field in Relationship settings or Reciprocal Relationships are correctly configured.
By ensuring the gender field values are valid, the admin can resolve the error and ensure smooth execution of the after-update trigger.
Salesforce Help: Managing Custom Fields
Nonprofit Success Pack (NPSP) Documentation: Relationship and Gender Field Settings
NEW QUESTION # 67
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