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| Section | Weight | Objectives |
|---|---|---|
| Solution Design and Implementation | 20% | - Requirements Gathering - User Adoption and Training Planning - Integration with External Systems - Customization vs Configuration Decisions - Data Migration Strategies - NPSP Best Practices |
| Constituent Management | 20% | - Relationships and Groupings - Contact and Organization Records - Household Management - Segmentations and Campaigns - Affiliations and Memberships |
| Donations and Fundraising Management | 20% | - Opportunity and GAU Configuration - Donations Batch Processing - Payment Methods and Processing - Grant Management - Donation Management - Recurring Donations (Recurring GAU) |
| Analytics and Reporting | 15% | - Success Metrics Definition - Custom Report Types - Rollup Summary Fields - Reports and Dashboards for Nonprofits - Nonprofit Reporting Templates |
| NPSP Configuration and Development | 25% | - Affiliations Configuration - Data Model Design for Nonprofits - Account Model Configuration - Contacts and Households - NPSP Settings and Preferences - Relationships Management |
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NEW QUESTION # 145
A nonprofit using NPSP wants to track fundraising, courses, and training participation in Salesforce.
What should the consultant discuss with the nonprofit?
Answer: A
Explanation:
The Program Management Module (PMM) in Salesforce is designed to help nonprofits manage their programs and services, including tracking participation in courses and training. PMM provides the necessary tools and features to capture and report on the various activities and outcomes associated with the programs run by the nonprofit.
Key Features:
Service Delivery Tracking: PMM allows for detailed tracking of services provided, including courses and training sessions.
Customizable Program Management: Nonprofits can configure PMM to meet their specific needs for managing programs and tracking participant engagement.
Steps to Implement PMM:
Install PMM:
Go to the Salesforce AppExchange and install the Program Management Module.
Set Up Programs and Services:
Define programs and related services within PMM to reflect the courses and training offerings.
Track Participation:
Use the PMM features to log and manage participant data, track attendance, and monitor outcomes.
Salesforce Program Management Module Documentation
Salesforce Trailhead: Program Management for Nonprofits
Note: While the Education Data Architecture (EDA) is tailored for educational institutions and managing student data, it is not specifically designed for nonprofits focusing on fundraising and program management like NPSP and PMM. Therefore, PMM is the more appropriate solution for tracking courses and training participation alongside fundraising activities in a nonprofit context.
NEW QUESTION # 146
Donations made by nonprofit volunteers are captured on a spreadsheet monthly. The nonprofit utilizes NPSP and Volunteers for Salesforce.
Which two NPSP Data Import features will streamline the import of these donations?
Choose 2 answers
Answer: C,D
Explanation:
To streamline the import of donations made by nonprofit volunteers using NPSP Data Import features, the following steps are recommended:
Create a Batch and Map Opportunity Primary Contact on First and Last Name:
When creating a data import batch, you can map the Opportunity Primary Contact based on the First and Last Name. This ensures that the donation is linked to the correct contact in Salesforce.
Create a Batch and Match Contact on First and Last Name:
During the import process, create a batch and use the matching criteria based on the Contact's First and Last Name. This helps in accurately matching the donations to the existing contacts in Salesforce, reducing duplicate records and maintaining data integrity.
Steps to Implement:
Navigate to NPSP Data Import.
Create a new Batch.
Map the fields appropriately, ensuring the Opportunity Primary Contact and Contact matching criteria are based on First and Last Name.
Validate the mapping and run the batch to import the donation data.
These features help automate and streamline the data import process, ensuring accurate and efficient data management.
Nonprofit Success Pack (NPSP) Documentation: Data Import
Salesforce Help: Managing Batches and Data Import
NEW QUESTION # 147
A nonprofit wants to send messages to Contacts stored in NPSP based on their connections to the nonprofit's corporate funders.
Which object should be connected with Contacts in a report type to meet this requirement?
Answer: A
Explanation:
To send messages to Contacts stored in the Nonprofit Success Pack (NPSP) based on their connections to the nonprofit's corporate funders, use the Affiliations object. Here's how to set it up:
Understand Affiliations:
Affiliations in NPSP track the relationships between Contacts and Accounts. They can indicate if a Contact is associated with a corporate funder.
Set Up Affiliations:
Ensure that all Contacts have their Affiliation records properly set up, linking them to the appropriate corporate funder Accounts.
Create a Custom Report Type:
Navigate to Setup > Report Types.
Create a new custom report type with Affiliations as the primary object and Contacts as a related object.
Build the Report:
Go to the Reports tab and click "New Report."
Select the custom report type you created.
Add fields such as Contact Name, Affiliated Account Name, and any other relevant information.
Filter the report to include only those Contacts who have affiliations with corporate funders.
Send Messages:
Use the report to create a Campaign or a mailing list.
Use Salesforce or an integrated email platform to send targeted messages to the Contacts based on their corporate affiliations.
Salesforce Nonprofit Success Pack Documentation: Detailed instructions on managing Affiliations in NPSP. NPSP Documentation.
These steps and references ensure that the nonprofit can effectively use Salesforce to meet its operational requirements while maintaining best practices and leveraging the capabilities of the Nonprofit Cloud.
NEW QUESTION # 148
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: A
Explanation:
To track website visitors who download white papers, case studies, and impact reports, and then pursue them as constituents, using Pardot is the most effective solution. Here's how to set it up:
Install and Configure Pardot:
Purchase and install Pardot if not already done.
Configure Pardot settings to align with your nonprofit's tracking and lead management needs.
Add Pardot Tracking Code to Website:
Implement Pardot tracking code on your website to monitor visitor behavior, including downloads.
Create Pardot Forms and Landing Pages:
Use Pardot to create forms and landing pages for asset downloads.
Capture visitor information (name, email, etc.) before allowing downloads.
Set Up Automation Rules:
Create automation rules in Pardot to add visitors who download assets to specific lists.
Assign these visitors a score to prioritize follow-up actions.
Sync with Salesforce:
Ensure that Pardot is integrated with Salesforce to sync leads or contacts.
Use Salesforce campaigns to manage and track these new constituents.
Salesforce Pardot Documentation: Pardot Tracking Code
Salesforce Trailhead: Marketing Automation with Pardot
NEW QUESTION # 149
A donor donates $500 to a nonprofit that is matched by his employer. How are the hard credits and soft credits listed in NPSP?
Answer: D
Explanation:
In the Nonprofit Success Pack (NPSP), donations can be credited in two ways: hard credits and soft credits. Hard credits reflect direct donations, while soft credits are used to acknowledge indirect contributions, such as when a donor's employer matches a donation.
Hard Credits:
Hard credits represent the actual donor who made the donation.
In this scenario, the employer who matches the donation will receive a hard credit for the matched amount.
Soft Credits:
Soft credits are used to recognize individuals or entities who influenced or facilitated the donation but are not the direct donors.
The donor will receive a soft credit for the amount matched by their employer.
Scenario Application:
The donor made a donation of $500. This is a hard credit for the donor.
The employer matches this donation with another $500. The employer receives a hard credit for this matched amount.
The donor is acknowledged for facilitating the matched gift, thus receiving a soft credit of $500.
Implementation in NPSP:
To implement this, configure the Opportunity Contact Role to automatically assign soft credits to related contacts, such as employers matching donations.
Use the NPSP Settings to ensure that soft credit roles are correctly assigned and tracked.
CertGod Nonprofit Cloud Consultant study guide: "The donor has a soft credit of $500 and the employer has a hard credit of $500".
NEW QUESTION # 150
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