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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Nonprofit Cloud Feature Configuration | 35% | - Grantmaking and award management - Outcome measurement and reporting - Data processing and rollup configuration - Program and service delivery management - Engagement and communication tools - Fundraising management and donor tracking |
| Topic 2: Nonprofit Cloud Setup | 22% | - Data import and migration strategies - User management and permissions - Organization-wide settings - Platform configuration and setup |
| Topic 3: Solution Design | 32% | - Integration with other Salesforce products - Process automation and workflow design - Align solutions with nonprofit business needs - Data model design and architecture - Security and access control design |
| Topic 4: Nonprofit Implementation Strategy | 11% | - Change management and adoption strategies - Solution scalability and maintainability - Implementation lifecycle and project planning - Stakeholder engagement and requirements gathering |
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49. Frage
A nonprofit runs a large scholarship program for high-school graduates. It wants to use Salesforce to help with accepting external scholarship applications, reviewing processes, and tracking requirements.
Which two solutions should the consultant recommend to meet this requirement?
Choose 2 answers
Antwort: A,D
Begründung:
To help a nonprofit run a large scholarship program using Salesforce for accepting external scholarship applications, reviewing processes, and tracking requirements, the following solutions are recommended:
* Experience Cloud:
* Experience Cloud allows the nonprofit to create a community or portal where external applicants can submit their scholarship applications.
* It provides a user-friendly interface for applicants and reviewers to interact with the application process.
Steps to Implement Experience Cloud:
* Set up an Experience Cloud site and customize it to match the nonprofit's branding.
* Create forms and pages for application submission.
* Enable user roles and permissions to control access for applicants and reviewers.
* Outbound Funds Module:
* The Outbound Funds Module (OFM) is specifically designed to manage the distribution of funds, such as scholarships.
* It allows for tracking applications, managing review processes, and ensuring compliance with scholarship requirements.
Steps to Implement Outbound Funds Module:
* Install and configure the Outbound Funds Module from the AppExchange.
* Set up funding programs, grant types, and application criteria.
* Use OFM's built-in features to manage the review and approval workflows.
These solutions provide a comprehensive and integrated approach to managing the scholarship program within Salesforce.
References:
Salesforce Experience Cloud Documentation
Salesforce AppExchange: Outbound Funds Module
Nonprofit Success Pack (NPSP) Documentation
50. Frage
A nonprofit organization wants to record the most recent Opportunity close date on Contact records. The nonprofit organization expects the field on the Contact to be overwritten every time a new Opportunity meets the criteri a. Which feature should the consultant use to meet this requirement?
Antwort: D
51. Frage
Which two objects in the Program Management Module are directly connected to objects in Nonprofit Cloud Case Management?
Choose 2 answers
Antwort: A,B
Begründung:
The PMM has two main objects - Programs and Services - and several objects that connect those objects together with contacts and household accounts In the Program Management Module (PMM), the objects that are directly connected to objects in Nonprofit Cloud Case Management are:
* Case:
* Cases in Nonprofit Cloud Case Management are used to track client issues and support needs.
* They can be directly related to program participants and services provided, allowing for comprehensive case management.
* Service Delivery:
* Service Deliveries represent the specific services provided to clients, such as counseling sessions, classes, or other forms of assistance.
* They are essential for tracking the outcomes and effectiveness of the nonprofit's programs and are directly connected to case management processes.
Salesforce Nonprofit Cloud Case Management Guide
Salesforce Program Management Module (PMM) Documentation
52. Frage
A consultant creates 4 Data Processing Engine definition and activates the definition.
What should be used to schedule the definition?
Antwort: A
53. Frage
A nonprofit organization had enabled Person Accounts in its org and now wants to install NPSP. The nonprofit organization wants to completely remove all Person Account features. What should the nonprofit organization consider?
Antwort: D
Begründung:
If a nonprofit organization has enabled Person Accounts in its Salesforce org and now wants to install NPSP while completely removing all Person Account features, the best approach is to apply for a new Salesforce organization and request a license transfer. Here's why and how to do it:
Apply for a New Salesforce Organization:
Create a new Salesforce instance without enabling Person Accounts.
This approach avoids the complexities and potential issues of removing Person Accounts from an existing instance.
Request a License Transfer:
Contact Salesforce support to request a transfer of licenses from the old org to the new one.
Provide the necessary details and justification for the transfer.
Install NPSP in the New Org:
Install the Nonprofit Success Pack (NPSP) in the new Salesforce org.
Follow the standard installation and post-installation steps to set up NPSP properly.
Migrate Data:
Plan and execute a data migration from the old org to the new org.
Use data import tools like Data Loader to transfer Contacts, Accounts, Opportunities, and other relevant data.
Ensure data integrity and mapping during the migration process.
By creating a new org and transferring the licenses, the organization can start fresh without the complexities of removing Person Accounts and ensure a smooth transition to using NPSP.
Reference:
"Salesforce Nonprofit Success Pack Installation" from Salesforce Help: NPSP Installation
"Managing Person Accounts" from Salesforce Help: Person Accounts
54. Frage
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