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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: NPSP Configuration and Development | 25% | - Account Model Configuration - Data Model Design for Nonprofits - Relationships Management - NPSP Settings and Preferences - Contacts and Households - Affiliations Configuration |
| Topic 2: Analytics and Reporting | 15% | - Custom Report Types - Rollup Summary Fields - Nonprofit Reporting Templates - Success Metrics Definition - Reports and Dashboards for Nonprofits |
| Topic 3: Donations and Fundraising Management | 20% | - Recurring Donations (Recurring GAU) - Donation Management - Grant Management - Payment Methods and Processing - Donations Batch Processing - Opportunity and GAU Configuration |
| Topic 4: Constituent Management | 20% | - Affiliations and Memberships - Relationships and Groupings - Contact and Organization Records - Segmentations and Campaigns - Household Management |
| Topic 5: Solution Design and Implementation | 20% | - Requirements Gathering - Data Migration Strategies - Customization vs Configuration Decisions - Integration with External Systems - User Adoption and Training Planning - NPSP Best Practices |
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NEW QUESTION # 205
A nonprofit using NPSP receives funding it uses to award grants to national and local arts organizations. The nonprofit wants to track the funds it receives and allocates.
What should a consultant recommend to the nonprofit-?
Answer: A
Explanation:
For tracking funds received and allocated for grants, the Outbound Funds Module is the best solution. Here's how to configure it:
Install the Outbound Funds Module:
Go to the AppExchange and search for the "Outbound Funds Module."
Click "Get It Now" and follow the installation instructions to add the module to your Salesforce org.
Configure Funding Programs and Grants:
Navigate to the "Funding Programs" tab to set up different programs that receive funds.
Create "Funding Requests" for organizations applying for grants and track the status and details of each request.
Track Funds:
Use "Funding Allocations" to track how funds are distributed to various grants. Each allocation record should specify the amount, date, and purpose of the funds.
Reporting:
Use standard and custom reports to track the inflow and outflow of funds, ensuring transparency and accountability in grant management.
Salesforce Outbound Funds Module Documentation
Salesforce Nonprofit Success Pack (NPSP) Resources
Salesforce Trailhead: Manage Programs and Funding
NEW QUESTION # 206
A nonprofit wants to use Volunteers for Salesforce for volunteer management. Which action should a consultant take before installing the package?
Answer: B,D
Explanation:
Before installing the Volunteers for Salesforce package, a consultant should:
Check that the nonprofit has the most recent NPSP release:
Ensure that the organization is running the latest version of the Nonprofit Success Pack (NPSP). This is crucial because newer releases might contain important updates and fixes that can impact the installation and functionality of Volunteers for Salesforce.
Compare usage of roll-up summary fields to limits:
Volunteers for Salesforce might add additional roll-up summary fields, which can potentially exceed Salesforce limits. It's important to review the current usage of roll-up summary fields and compare them to Salesforce limits to avoid any issues during or after the installation.
NEW QUESTION # 207
A nonprofit wants to manage incoming donations, and provide a portal for its constituents and staff members. The nonprofit also wants to create a new web experience for constituents.
Which solution should a consultant recommend?
Answer: A
Explanation:
To manage incoming donations, provide a portal for constituents and staff members, and create a new web experience for constituents, a consultant should recommend:
NPSP with Experience Cloud:
Experience Cloud (formerly known as Community Cloud) enables nonprofits to build branded portals for their constituents and staff. It facilitates creating a self-service portal, donation management, and community engagement all in one platform.
NEW QUESTION # 208
A consultant is training a system admin to prepare for a new release of a particular open source Nonprofit Cloud product.
Where are two places the system admin should look for release notes on the product?
Choose 2 answers
Answer: C,D
Explanation:
To prepare for a new release of an open-source Nonprofit Cloud product, the system admin should check the following sources for release notes:
Nonprofit Hub Group in the Trailblazer Community:
The Trailblazer Community is a rich resource for Salesforce users, including non-profits. The Nonprofit Hub group frequently posts updates, discussions, and release notes related to Nonprofit Cloud products.
This group can be accessed by logging into the Trailblazer Community and searching for "Nonprofit Hub." GitHub Repository Release Page:
For open-source products, the official GitHub repository is a primary source for release notes. The release page on GitHub will have detailed notes about new features, bug fixes, and enhancements.
To access, navigate to the product's GitHub repository and click on the "Releases" tab.
Trailblazer Community: Nonprofit Hub Group
GitHub: Product's repository release page
NEW QUESTION # 209
A nonprofit organization is interested in a CRM that manages its constituents and has an integrated email marketing tool with built-in scoring and engagement tracking.
Which solution should the consultant recommend?
Answer: C
Explanation:
For a nonprofit organization looking for a CRM with an integrated email marketing tool that includes built-in scoring and engagement tracking, the recommended solution is:
NPSP (Nonprofit Success Pack): This provides the CRM functionality to manage constituents.
Marketing Cloud: This offers advanced email marketing capabilities, including automation, scoring, and engagement tracking.
Marketing Cloud is designed to handle complex marketing needs and integrates seamlessly with NPSP to provide a comprehensive solution for nonprofits.
Salesforce Nonprofit Success Pack Documentation
Salesforce Marketing Cloud Overview
NEW QUESTION # 210
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