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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Donations and Fundraising Management | 20% | - Grant Management - Donations Batch Processing - Payment Methods and Processing - Donation Management - Recurring Donations (Recurring GAU) - Opportunity and GAU Configuration |
| Topic 2: Constituent Management | 20% | - Affiliations and Memberships - Contact and Organization Records - Relationships and Groupings - Segmentations and Campaigns - Household Management |
| Topic 3: Analytics and Reporting | 15% | - Nonprofit Reporting Templates - Rollup Summary Fields - Custom Report Types - Reports and Dashboards for Nonprofits - Success Metrics Definition |
| Topic 4: NPSP Configuration and Development | 25% | - Contacts and Households - Account Model Configuration - Affiliations Configuration - NPSP Settings and Preferences - Relationships Management - Data Model Design for Nonprofits |
| Topic 5: Solution Design and Implementation | 20% | - User Adoption and Training Planning - Customization vs Configuration Decisions - Data Migration Strategies - Requirements Gathering - NPSP Best Practices - Integration with External Systems |
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NEW QUESTION # 108
A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.
What should the consultant advise to capture this in Salesforce?
Answer: A
Explanation:
To capture information for grants and easily access previous grant details, the following setup can be used in Salesforce:
Previous Grant/Gift Opportunity Lookup Field:
Add a lookup field on the Opportunity object called "Previous Grant/Gift Opportunity".
When creating a new grant Opportunity, fill in this field with the previous grant's Opportunity record.
Is Grant Renewal Checkbox:
Add a checkbox field on the Opportunity object called "Is Grant Renewal".
Check this box for Opportunities that are renewals of previous grants.
Grant Tracking and Reporting:
This setup allows easy tracking of grant renewals and provides a straightforward way to report on grants and their renewals.
Use reports and dashboards to summarize and analyze grant data, including renewals.
By linking each renewal grant to the original grant Opportunity, you maintain a clear record of the grant history, making it easy to access previous grant information and analyze grant renewals.
"Grant Management Best Practices" from Salesforce Help: Grant Management
"Nonprofit Success Pack Grant Management" from Salesforce.org: NPSP Grant Management
NEW QUESTION # 109
A nonprofit wants to record which services are provided to families. The nonprofit just installed the Program Management Module.
How should the consultant configure the Program Management Module?
Answer: B
Explanation:
To configure the Program Management Module (PMM) to record services provided to families, follow these steps:
Create Program Engagement Records:
Navigate to the "Program Engagements" tab.
Click "New" to create a new Program Engagement record.
Fill in the necessary details, ensuring to select the head of the household for the "Contact" field. This links the engagement to the primary contact within the family.
Select the Program:
In the Program Engagement record, select the relevant program that the family is engaged in. This helps in categorizing the services under specific programs.
Specify the Services:
Use the "Service Deliveries" related list to add services provided to the family. Click "New Service Delivery" and select the appropriate service. This ensures each service provided is tracked and recorded against the Program Engagement.
Salesforce Nonprofit Cloud Consultant Study Guide
Salesforce Program Management Module Documentation
Salesforce NPSP (Nonprofit Success Pack) Resources
NEW QUESTION # 110
A nonprofit receives many tribute gifts and wants to ensure that the person being honored by the gift consistently receives the proper soft credit.
How should the consultant advise them to configure this in NPSP?
Answer: C
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/set-up-soft-credits-npsp
https://trailhead.salesforce.com/en/content/learn/modules/donation-soft-credit-management-with-nonprofit-success-pack/create-and-manage-soft-credits To ensure that the person being honored by a tribute gift consistently receives the proper soft credit, the nonprofit should set up Automatic Opportunity Contact Roles in NPSP and configure the Honoree role. This automation ensures that the honoree is always credited appropriately without manual intervention.
Steps:
Navigate to NPSP Settings > Donations > Automatic Opportunity Contact Roles.
Add a new Contact Role with the role type "Honoree."
Set the role to be automatically assigned to Opportunities that meet the criteria for tribute gifts.
Test the configuration by creating a new tribute gift and verifying that the Honoree Contact Role is correctly assigned.
Train staff on how to use the new setup to ensure consistency in data entry.
CertGod Nonprofit Cloud Consultant Guide: Advises on configuring Automatic Opportunity Contact Roles for managing soft credits in tribute gifts.
Salesforce Documentation on NPSP Automatic Opportunity Contact Roles: Provides instructions on setting up and managing contact roles for Opportunities.
NEW QUESTION # 111
A nonprofit wants to deploy Nonprofit Cloud Case Management into its production org.
Which two prerequisites should be considered prior to installing Case Management?
Choose 2 answers
Answer: B,C
Explanation:
Before installing Nonprofit Cloud Case Management into its production org, a nonprofit should consider the following prerequisites:
Enable My Domain:
My Domain is required for many Salesforce features, including those in Nonprofit Cloud Case Management.
Enabling My Domain allows customization of the Salesforce URL, enhances security, and is a prerequisite for some Salesforce features.
Ensure Appropriate Licenses Are Provisioned:
Nonprofit Cloud Case Management requires specific licenses to be available in the org.
Ensuring that the appropriate licenses are provisioned is crucial for enabling users to access the features and functionalities of Case Management.
Salesforce Nonprofit Cloud Case Management Installation Guide
Salesforce My Domain Documentation
NEW QUESTION # 112
A nonprofit conducts background checks on all prospective volunteers. Only the volunteer manager and executive director should be able to access the fields related to background checks on the Contact object.
How should the consultant configure the security settings?
Answer: D
Explanation:
To restrict access to fields related to background checks on the Contact object so that only the volunteer manager and executive director can access them, the consultant should:
Create a Permission Set:
A permission set is a collection of settings and permissions that gives users access to various tools and functions.
Creating a permission set that includes access to the specific fields related to background checks allows for precise control over who can view and edit these fields.
Grant Field-Level Security:
Within the permission set, set field-level security to ensure only the specified users can view and edit the background check fields.
This ensures that sensitive information is only accessible to authorized personnel.
Assign the Permission Set:
Assign the permission set to the volunteer manager and executive director.
This approach provides flexibility and security, ensuring that only the designated users have the necessary access without altering the overall role hierarchy or creating unnecessary sharing rules.
Salesforce documentation on Permission Sets: Permission Sets
These solutions ensure efficient and secure handling of data and permissions within the Salesforce Nonprofit Cloud.
NEW QUESTION # 113
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