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| Section | Objectives |
|---|---|
| Topic 1: Reporting, Analytics, and Integration | - Integration Concepts
|
| Topic 2: Case Management and Service Delivery | - Service and Case Tracking
|
| Topic 3: Program and Service Management | - Program Lifecycle Management
|
| Topic 4: Nonprofit Cloud Fundamentals | - Salesforce Nonprofit Cloud Data Model
|
| Topic 5: Fundraising and Engagement | - Donor Management
|
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質問 # 68
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
正解：A、B
解説：
Deploying during a Salesforce Seasonal Release (Spring, Summer, or Winter) 1introduces technical risk. If a2 sandbox is on a different version than production, a consultant might build a feature that works in the sandbox but fails in production due to a change in the underlying platform logic.
Two Critical Steps for Alignment:
* Review Sandbox Preview Instructions (A): Every release has a "Preview Window." Salesforce provides specific instructions on how to ensure at least one of your sandboxes is upgraded to the next release before production. This allows the consultant to perform Regression Testing-checking that the custom nonprofit features still work perfectly on the new version of Salesforce.
* Verify Release Matching (D): Before a final deployment, it is a best practice to ensure the Sandbox and Production are on the same release version. If production is still on "Winter '25" but the sandbox has been upgraded to "Spring '26," you are testing in an environment that doesn't match the live system.
Alignment ensures "What You See Is What You Get."
Why other options are incorrect:
* Support Case (Option B): Salesforce generally does not allow you to "change the version" of a release for a specific org via a support case; you must follow the standard release schedule and sandbox refresh rules.
* Change Set Timing (Option C): You should avoid deploying a Change Set during the upgrade window itself, as the production instance may be intermittently unavailable or undergoing its own internal schema updates, leading to deployment failures.
質問 # 69
A nonprofit wants to run an enrollment report for its education classes. Which Program Management Module object should the consultant use to build the report?
正解：C
解説：
In the Salesforce Program Management Module (PMM), tracking the relationship between a person and a specific program is handled by the Program Engagement object. This object is the "enrollment" record that bridges the gap between a Contact (or Person Account) and a Program.
* Architecture of Enrollment: When a student signs up for an education class, they aren't just a name in a database; they are an "engaged" participant in a specific initiative. The Program Engagement record stores critical enrollment data, such as the Stage (Applied, Enrolled, Completed, Withdrawn), the Start Date, and the Role of the participant.
* Reporting Strategy: To build an enrollment report, the consultant uses the "Program Engagements with Contacts" or "Programs with Program Engagements" report types. This allows the organization to see exactly how many people are currently active in their classes.
* Contextual Objects: * Service (Option B): This represents the specific activity (e.g., "Math Tutoring") rather than the overall enrollment.
* Program Cohort (Option C): This is used to group engagements into segments (e.g., "Spring
2025 Class"), but it doesn't represent the individual's enrollment status itself.
* Service Delivery (Option D): This tracks the attendance or the actual provision of the service (e.
g., "John attended the class on Tuesday").
By centering the report on Program Engagements, the consultant ensures the nonprofit can track their
"Enrollment Pipeline"-identifying how many people move from application to successful completion of their education classes.
質問 # 70
An annual fund coordinator wants to create a report that identifies which individual donors have yet to make a gift toward the Annual Fund Campaign this year. It is important that the annual giving coordinator avoids soliciting any individuals who are attending an upcoming gala. The nonprofit uses Campaigns to track event attendance. What should a consultant add to the report to exclude gala attendees?
正解：B
解説：
This is a "Who Has NOT" reporting requirement, which is the primary use case for Cross Filters in Salesforce.
How to build this report:
* Base Report: Create a report of Contacts (or "Contacts with Opportunities").
* Annual Fund Filter: Set the standard report filters to show only those who have $0 in giving for the current year.
* The Exclusion (Cross Filter): Click the "Filters" dropdown and select Add Cross Filter.
* Configuration: * Set the filter to: Contacts WITHOUT Campaign Members.
* Add a sub-filter to the cross filter: Campaign Name EQUALS [Upcoming Gala Name].
* Result: The report will now list only people who are donors but are not currently registered for the Gala.
Why other options are incorrect:
* Filter Logic (Option A): This is used for "AND/OR" statements between existing fields (e.g., 1 AND (2 OR 3)). It cannot easily look "across" to the Campaign Member object to check for the absence of a record.
* Summary Formula (Option C) and Bucket Field (Option D): These are used for calculating or grouping data that is present in the report; they cannot be used to exclude records based on their relationship to other objects.
質問 # 71
Which two objects in the Program Management Module are directly connected to objects in Nonprofit Cloud Case Management?
Choose 2 answers
正解：B、C
解説：
The relationship between the Program Management Module (PMM) and Nonprofit Cloud Case Management (NCCM) is one of "broad service tracking" meeting "individualized care." While PMM provides the framework for what services an organization offers, NCCM provides the specific tools for caseworkers to manage a participant's journey.
Two objects serve as the primary "connectors" between these two modules:
* Program (C): In PMM, the Program object defines the high-level initiative (e.g., "Housing First"). In Case Management, the Case Plan is often directly linked to a Program. When a caseworker creates a Case Plan for a client, they select the Program that the plan supports. This ensures that the individual's goals and action items are contextualized within the organization's broader mission.
* Service Delivery (A): This is the functional link. PMM uses Service Deliveries to track when a service was provided. In NCCM, when a caseworker fulfills an Action Item that involves providing a specific service (like a "Counseling Session"), the system can automatically generate a Service Delivery record.
This allows the organization to see how specific case-managed activities contribute to overall program outputs.
Why other options are incorrect:
* Case (Option B): While NCCM uses the standard Salesforce Case object, it is a base platform object.
The specific PMM objects are designed to link to the program-centric logic, not just the generic case container.
* Client Alert (Option D): This is a specific feature of Case Management used to flag sensitive information (e.g., "Allergy" or "Safety Risk") on a contact record, but it does not have a direct architectural relationship with the PMM objects like Programs or Service Deliveries do.
質問 # 72
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?1
正解：C
解説：
In Salesforce, sensitive data like Social Security Numbers or Tax IDs is often protected using Classic Encryption or Shield Platform Encryption. When a field is encrypted, it appears as masked (e.g., XXXX- XX-1234) to most users, even if they have "Read" access to the Contact object.
To allow a specific subset of users (such as the HR Director or a high-level Compliance Officer) to see the actual, unmasked data, the View Encrypted Data system permission must be utilized.
Step-by-Step Implementation:
* Create a Permission Set: The consultant should create a specific Permission Set named "PII Access" or similar.
* Enable System Permission: Under the System Permissions section of the Permission Set, the consultant must locate and check the box for View Encrypted Data.
* Assign to Users: This Permission Set is then assigned only to the specific users who require access to the sensitive identification numbers.
* Security Principle: This follows the "Principle of Least Privilege." Users with this permission can see the data in plain text in reports, list views, and record pages, while all other users see the masked version.
Why other options are incorrect:
* View All Data (Option A): This is a very broad and dangerous permission that grants access to almost all data in the org, but even "View All Data" does not automatically unmask encrypted fields unless View Encrypted Data is also present.
* Manage Encryption Keys (Option B): This is a highly technical administrative permission for managing the security certificates and keys; it does not grant the ability to view field data.
* View All Contacts (Option D): This provides object-level visibility but respects field-level security and masking.
質問 # 73
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