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| Section | Weight | Objectives |
|---|---|---|
| Nonprofit Implementation Strategy | 11% | - Solution scalability and maintainability - Stakeholder engagement and requirements gathering - Implementation lifecycle and project planning - Change management and adoption strategies |
| Solution Design | 32% | - Security and access control design - Integration with other Salesforce products - Process automation and workflow design - Align solutions with nonprofit business needs - Data model design and architecture |
| Nonprofit Cloud Setup | 22% | - Organization-wide settings - User management and permissions - Data import and migration strategies - Platform configuration and setup |
| Nonprofit Cloud Feature Configuration | 35% | - Program and service delivery management - Outcome measurement and reporting - Fundraising management and donor tracking - Data processing and rollup configuration - Grantmaking and award management - Engagement and communication tools |
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NEW QUESTION # 142
A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofit has hired a consultant to upload data to the NPSP Affiliations object. What is the correct order for uploading the donors' employment information?
Answer: D
NEW QUESTION # 143
A nonprofit organization wants a report that compares giving at a consistent point in time from year to year.
Now should the consultant set this up?
Answer: C
Explanation:
To compare giving at consistent points in time from year to year, the best solution is to set up a Reporting Snapshot on Opportunities. A Reporting Snapshot allows you to capture data at specific points in time and then compare it across different periods. Here are the steps to set this up:
* Create the Report:
* Create a report on Opportunities that includes the relevant data you want to capture (e.g., donation amounts, dates).
* Ensure the report filters are set to capture data for the specific time frames you are interested in.
* Create a Custom Object:
* Create a custom object to store the snapshot data.
* Add fields to this custom object that correspond to the fields in your report.
* Set Up the Reporting Snapshot:
* Navigate to Setup.
* In the Quick Find box, type "Reporting Snapshots" and select "Reporting Snapshots".
* Click "New Reporting Snapshot".
* Name the snapshot and select the source report you created.
* Select the target object (the custom object you created).
* Map the fields from the report to the fields in the custom object.
* Schedule the Reporting Snapshot:
* Set up a schedule for when the snapshot should run (e.g., daily, weekly, monthly).
* Save and activate the schedule.
By capturing the data at regular intervals, you can generate historical reports that compare giving over different years at consistent points in time.
"Set Up Reporting Snapshots" from Salesforce Help: Reporting Snapshots
"Salesforce Reporting Snapshots for Nonprofits" from Salesforce.org: Salesforce.org Guide
NEW QUESTION # 144
A nonprofit organization is evaluating Nonprofit Cloud. Where can the organization see whether they qualify for nonprofit pricing and benefits from Salesforce?
Answer: C
Explanation:
For any organization beginning its journey with Salesforce, the first critical step in the Nonprofit Implementation Strategy is determining eligibility for discounted or donated technology. Salesforce consolidates these benefits under a specific initiative known as the Power of Us Program.1 The Power of Us Program pages serve as the primary portal for organizations to understand the specific legal and tax requirements needed to access the Nonprofit Cloud. According to Salesforce documentation, this program typically offers eligible nonprofits ten donated Enterprise Edition subscriptions and significant discounts on additional products, including the new Nonprofit Cloud (NPC) industry solution.2 Step-by-Step Qualification and Evaluation Process:
* Reviewing Eligibility: A consultant should direct the organization to the Power of Us portal to review the regional criteria. In the U.S., this usually requires 501(c)(3) status, while international organizations must provide equivalent tax-exempt documentation (such as an IRS Determination Letter or a Charity Commission record).3
* Trial and Application: Organizations are encouraged to start a 30-day Nonprofit Cloud trial.4 During this period, they log into the Power of Us portal using their Trailblazer ID to submit their formal application.5
* Verification: Salesforce's dedicated team reviews the uploaded documentation to verify that the organization's mission aligns with the program's philanthropic goals.
* License Provisioning: Once approved, the organization can view their specific "Power of Us" offers, including the "P10" (10 donated licenses) bundle.6 It is important to note that while Trailhead Academy offers learning paths and Salesforce Commons focuses on community-led open-source contributions, neither handles the financial or legal qualification for licensing.
The Power of Us Program is the official "front door" for the business and legal relationship between a nonprofit and Salesforce.
NEW QUESTION # 145
A nonprofit wants to send monthly project updates to donors who have given 10 or more times. The nonprofit wants to add new donors who meet this criteria to the newsletter campaign.
How should a consultant ensure the campaign stays current?
Answer: A
Explanation:
To ensure the campaign for monthly project updates to donors who have given 10 or more times stays current, the consultant should:
Create a Contact Report:
Create a report on the Contact object and include a filter to display only those contacts whose total number of gifts meets the criteria (10 or more).
This filter ensures that only the relevant donors are included in the report.
Run the Report Monthly:
Schedule or manually run the report each month to get the updated list of donors.
Use the "Add to Campaign" button to add the contacts from the report to the newsletter campaign, ensuring the campaign list stays current with donors who meet the criteria.
Reference:
Salesforce Reporting Guide
Salesforce Campaign Management Guide
NEW QUESTION # 146
A nonprofit realizes that the target deployment date is concurrent with a Salesforce major seasonal release window.
Which two steps should the nonprofit take when finalizing the plan for the new feature in production?
Choose 2 answers
Answer: B,D
NEW QUESTION # 147
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