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| Section | Objectives |
|---|---|
| Topic 1: Reporting and Insights | - Outcome measurement and analytics - Reports and dashboards for nonprofit KPIs |
| Topic 2: Case and Service Management | - Service delivery workflows - Case management for client services |
| Topic 3: Constituent Management | - Constituent engagement and segmentation - Account and contact data model for nonprofit organizations |
| Topic 4: Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
| Topic 5: Data Management and Security | - Data model design and governance - Security, access, and compliance |
| Topic 6: Program Management | - Program and service delivery tracking - Program lifecycle management |
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NEW QUESTION # 27
How can a gift officer determine if an acknowledgment letter was sent for a donation?
Answer: C
NEW QUESTION # 28
An admin at a nonprofit using NPSP finds that the donation totals on a handful of donor's records are not showing the right totals.
How should the consultant troubleshoot this?
Answer: C
Explanation:
When donation totals on donor records are not showing correctly in NPSP, one common issue is that the Customizable Rollups might be configured incorrectly. Specifically, it's crucial to verify that the correct target custom field is chosen for the rollup calculations.
Steps to Troubleshoot:
* Check Customizable Rollups Settings:
* Navigate to NPSP Settings -> Donations -> Customizable Rollups.
* Review the rollup configurations to ensure that the correct fields are selected as targets for the rollup calculations.
* Verify Target Fields:
* Confirm that the fields where the totals should appear are correctly mapped in the rollup settings.
* Ensure there are no discrepancies or misconfigurations that might cause incorrect calculations.
* Review Opportunity Primary Contact:
* While the primary contact verification is less likely to affect donation totals directly, it's good practice to check that the opportunities are correctly associated with the primary contacts.
References:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Configure Customizable Rollups in NPSP
NEW QUESTION # 29
A user creating Opportunities wants to avoid manually entering information twice in order to have it appear on both the Opportunity record and the Payment record. Which two steps should be taken to set this up?
Answer: A,C
Explanation:
To avoid manually entering information twice and ensure it appears on both the Opportunity record and the Payment record, follow these steps:
Create Payment Mappings in NPSP Settings:
Navigate to NPSP Settings.
Go to "Donations" and select "Payment Mappings".
Create mappings to ensure that relevant fields from the Opportunity record are automatically populated in the Payment record.
Create Custom Fields on the Payment Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Create custom fields that correspond to the Opportunity fields you want to map.
Ensure the field types match those on the Opportunity object to facilitate accurate data transfer.
These steps automate the data transfer between Opportunities and Payments, reducing manual entry and ensuring consistency across records.
Reference:
Salesforce NPSP Documentation: Payment Mappings
Salesforce Trailhead: Custom Fields
NEW QUESTION # 30
A consultant using CumulusCI has customized a nonprofit's org and wants them to validate these changes with the latest release of NPSP which will be pushed to production one week later.
What are two ways the consultant can deploy this for the nonprofit after the release is announced?
Choose 2 answers
Answer: B,C
Explanation:
When preparing for an upcoming NPSP release and wanting to validate customizations, the consultant can take the following approaches:
Test Customizations in an Updated Sandbox (A):
Update the sandbox to the latest release of NPSP.
Deploy the customizations to the updated sandbox and thoroughly test them to ensure compatibility with the new release.
Configure a Scratch Org with NPSP Dependency and Test Customizations (D):
Set up a new scratch org using Salesforce DX and include the NPSP dependency.
Deploy the customizations to the scratch org and test them to validate their functionality with the latest NPSP release.
Steps to Implement:
Update Sandbox:
Refresh the sandbox and ensure it is on the same version as the upcoming NPSP release.
Deploy and test the customizations in the sandbox environment.
Set Up Scratch Org:
Use Salesforce DX to create a scratch org with the necessary NPSP configurations.
Deploy the customizations to the scratch org and perform testing.
Reference:
Salesforce Developer Documentation on Sandboxes and Scratch Orgs
Salesforce Trailhead: Salesforce DX and Development Environments
NEW QUESTION # 31
An international nonprofit organization works across six different countries in Europe and Africa. The organization relies heavily on volunteers in each country to support its work and wants volunteers to be able to sign up for volunteer jobs on its website.
What is a consideration when setting up Volunteers for Salesforce given this context?
Answer: D
Explanation:
When setting up Volunteers for Salesforce in an international context, it's important to ensure that volunteer jobs and shifts reflect the local time zones accurately. Here's how to configure this:
* Navigate to Volunteers for Salesforce Settings:
* Go to Setup.
* Type "Volunteers for Salesforce" in the Quick Find box and select it.
* Configure Volunteer Jobs:
* Create Volunteer Jobs for each country.
* For each job, set the "Website Time Zone" field to the local time zone where the job will take place.
* Adjust Volunteer Shift Times:
* When creating volunteer shifts, ensure the start and end times are set according to the local time zone.
* Update Website Information:
* Inform volunteers about the time zone settings on the volunteer signup pages if necessary.
"Volunteers for Salesforce Setup Guide" from Salesforce Help: Volunteers for Salesforce
"Managing Volunteer Shifts and Jobs" from Salesforce.org: Volunteer Management
NEW QUESTION # 32
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