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| Section | Weight | Objectives |
|---|---|---|
| NPSP Configuration and Development | 25% | - Contacts and Households - Relationships Management - Affiliations Configuration - NPSP Settings and Preferences - Data Model Design for Nonprofits - Account Model Configuration |
| Analytics and Reporting | 15% | - Rollup Summary Fields - Custom Report Types - Reports and Dashboards for Nonprofits - Nonprofit Reporting Templates - Success Metrics Definition |
| Donations and Fundraising Management | 20% | - Payment Methods and Processing - Recurring Donations (Recurring GAU) - Donations Batch Processing - Opportunity and GAU Configuration - Grant Management - Donation Management |
| Solution Design and Implementation | 20% | - User Adoption and Training Planning - NPSP Best Practices - Data Migration Strategies - Integration with External Systems - Requirements Gathering - Customization vs Configuration Decisions |
| Constituent Management | 20% | - Affiliations and Memberships - Relationships and Groupings - Segmentations and Campaigns - Contact and Organization Records - Household Management |
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NEW QUESTION # 130
A nonprofit organization is using Cases in Salesforce for case management with its clients. The nonprofit organization wants to relate Cases for the same client to each other. How should the consultant advise the organization?
Answer: C
Explanation:
Using Case Hierarchy is the best way to relate Cases for the same client to each other in Salesforce. This allows the organization to see the connection between various Cases and manage them effectively. Here's how to set it up:
Enable Case Hierarchy:
Ensure that the Case Hierarchy feature is enabled in your Salesforce org. This is typically enabled by default.
Create Parent and Child Cases:
When creating or editing a Case, you can specify a parent Case using the "Parent Case" lookup field.
For each new Case related to the same client, select the main Case as the parent.
View Case Hierarchy:
On the Case record page, click on "View Hierarchy" to see all related Cases in a hierarchical view.
This allows you to easily track and manage all Cases related to a specific client.
By using Case Hierarchy, you can maintain a clear structure of all Cases related to a client and ensure they are appropriately connected and managed.
"Case Hierarchies" from Salesforce Help: Case Hierarchies
"Managing Cases in NPSP" from Salesforce.org: Case Management
NEW QUESTION # 131
Which two scenarios should be included in a Salesforce-recommended V2MOM?
Answer: C,D
Explanation:
V2MOM (Vision, Values, Methods, Obstacles, and Measures) is a framework used by Salesforce to align teams and ensure successful project outcomes. The recommended elements for a V2MOM include:
Vision:
Defines what you want to achieve.
It sets the direction and purpose of the project or initiative.
Example: "To increase donor engagement by 20% over the next fiscal year." Metrics (Measures):
Describes how you measure success.
Includes quantifiable indicators that help track progress toward the Vision.
Example: "Number of new donors acquired, donor retention rate, total funds raised." Values:
Although not explicitly listed as an answer option, values are an integral part of the V2MOM framework. They define what is important and guide the behaviors needed to achieve the Vision.
Methods:
Specifies the actions and steps needed to achieve the Vision.
Example: "Implement a new donor management system, conduct quarterly donor engagement surveys." Obstacles:
Identifies potential challenges and how to overcome them.
Example: "Limited staff resources, data migration issues."
Inclusion of Metrics and Vision:
Metrics and Vision are critical as they set the overall goal and how success will be measured, ensuring clarity and alignment across the team.
CertGod Nonprofit Cloud Consultant study guide: "Vision and Metrics are essential components of a Salesforce-recommended V2MOM"【22:5†source】.
NEW QUESTION # 132
The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile.
What should the consultant do?
Answer: A
Explanation:
To track nested campaigns effectively, Salesforce Campaign Hierarchies can be utilized. Here are the steps to set this up:
Create Parent Campaign:
Create the top-level parent Campaign called "Friends of the Organization".
Create Sub-Campaigns:
Create sub-campaigns under the parent campaign for each hierarchical level: FY19, Capital Campaign, Annual Fund, Digital Donations, and Mobile.
Link each sub-campaign to its parent campaign using the Parent Campaign lookup field.
Configure Campaign Hierarchy Settings:
Ensure the Campaign Hierarchy settings are configured to allow for the desired depth of nested campaigns.
Track Campaign Performance:
Use Campaign Hierarchy reports to track the performance of each campaign within the hierarchy.
Analyze metrics such as total donations, engagement, and conversion rates at each level.
By creating a structured Campaign Hierarchy, the nonprofit can effectively track and manage complex campaign structures, gaining insights into performance at each level of the hierarchy.
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Campaign Management
NEW QUESTION # 133
A system admin is trying to figure whether the nonprofit's internal release schedule conflicts with either Salesforce.com or Salesforce.org major releases.
What are two facts about Salesforce.org major releases the consultant could share with the admin?
Choose 2 answers
Answer: A,B
Explanation:
Salesforce.org major releases are typically scheduled to follow Salesforce.com releases by about one month. This staggered release schedule allows nonprofits to prepare for updates and ensures that they can address any potential conflicts with their internal release schedules. The Salesforce.org release schedule is available on the SFDO Major Release Announcements group, which provides detailed information on upcoming releases and related resources.
Steps:
Inform the system admin that Salesforce.org releases follow Salesforce.com releases by approximately one month.
Direct the system admin to the SFDO Major Release Announcements group for the latest release schedule information.
Encourage the admin to plan internal releases accordingly to avoid conflicts with major Salesforce updates.
Stay informed about upcoming releases and leverage available resources to ensure smooth transitions.
CertGod Nonprofit Cloud Consultant Guide: Provides information on the release schedules and where to find them.
Salesforce.org Major Release Announcements Group: Source for detailed release schedules and updates.
NEW QUESTION # 134
A nonprofit is implementing Salesforce for program management. The nonprofit wants to measure user adoption after go-live.
What are two metrics the nonprofit can use to measure user adoption'
Choose 2 answers
Answer: B,C
Explanation:
To measure user adoption after the go-live of Salesforce for program management, the nonprofit can track the following metrics:
Number of Account and Contact Records Created (B):
This metric indicates how actively users are adding new data into the system, reflecting their engagement and usage of Salesforce for managing accounts and contacts.
Percentage of Staff Logging In Weekly (C):
This metric provides insight into how consistently staff members are using Salesforce. High login rates suggest good user adoption, while low rates may indicate a need for additional training or support.
Steps to Measure:
Create Reports:
Use Salesforce reports to track the number of Account and Contact records created over the past 30 days.
Set up a report to monitor user login frequency and calculate the percentage of staff logging in weekly.
Monitor and Analyze:
Regularly review these reports to assess user adoption and identify any areas needing improvement.
Salesforce Adoption Dashboards
Salesforce Trailhead: Measure Salesforce Adoption
NEW QUESTION # 135
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