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| Section | Weight | Objectives |
|---|---|---|
| Integration and Data Management | 15% | - Data Handling
|
| Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Analytics | 5% | - Reporting and Insights
|
| Implementation Strategies and Best Practices | - NPSP Configuration and Setup
| |
| Solution Design | 20% | - Architecture Design
|
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NEW QUESTION # 37
A nonprofit organization has been informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists. Which action should the nonprofit organization take on the donor's contact record?
Answer: A
Explanation:
To ensure that a deceased donor no longer appears on any mailing lists, the appropriate action is to select the Deceased field on the donor's Contact record.
Deceased Field:
Salesforce provides a specific field to mark a Contact as deceased.
This field is designed to handle the scenario of deceased Contacts appropriately within the system.
Steps to Mark Contact as Deceased:
Navigate to the Contact record of the deceased donor.
Find the Deceased checkbox field and select it.
Save the record.
Impact of Selecting the Deceased Field:
Once marked as deceased, the Contact will automatically be excluded from future mailing lists and communications.
This helps maintain respectful and accurate communication practices.
Other Considerations:
Do Not Email, Do Not Contact, and Email Opt Out Fields: While these fields prevent specific types of communications, they do not address the status of the Contact as being deceased, which is important for accurate records and reporting.
Deleting Contact Record: Deleting the Contact record is not recommended as it removes historical donation data and other important information that may be needed for reporting and compliance purposes.
CertGod Nonprofit Cloud Consultant study guide: "Select the Deceased field"γ22:2β sourceγ.
NEW QUESTION # 38
Which two sections should be included in a Salesforce-recommended V2MOM? Choose 2 answers
Answer: A,B
Explanation:
A Salesforce-recommended V2MOM includes key components that guide an organization's strategic planning and execution. The two sections that should be included are:
Vision:
This section defines what you want to achieve. It sets the overall direction and purpose of the plan. For example, "Increase donor engagement and retention by 20% over the next fiscal year." Metrics:
This section includes the measures of success. Metrics help track progress and determine if the vision and goals are being met. For example, "Track the number of new donors, donor retention rate, and total donations received." Including these sections ensures that the organization has a clear direction (Vision) and a way to measure success (Metrics), which are critical for strategic planning and execution.
"V2MOM: Vision, Values, Methods, Obstacles, and Measures" from Salesforce Blog: V2MOM Framework
NEW QUESTION # 39
A nonprofit organization wants to manage its social media presence by being able to listen to what constituents are saying about the organization on social media, measure its impact, and manage it from a mobile app. What should the consultant recommend?
Answer: C
Explanation:
For managing social media presence, listening to constituents, measuring impact, and managing activities from a mobile app, Salesforce's Social Studio is the recommended tool.
Social Studio Overview:
Social Studio is a powerful social media management tool within Salesforce.
It provides capabilities for social listening, publishing, engagement, and analytics across multiple social media platforms.
Features and Capabilities:
Social Listening:
Monitor social media channels for mentions, comments, and conversations about the organization.
Identify trends and sentiment to understand constituent engagement and feedback.
Publishing:
Schedule and publish content across multiple social media platforms.
Manage social media campaigns and track their performance.
Engagement:
Interact with constituents directly from the platform.
Manage responses and engage with the audience in real-time.
Analytics:
Measure the impact of social media activities.
Use dashboards and reports to gain insights into engagement, reach, and sentiment.
Mobile App Management:
Social Studio includes a mobile app that allows users to manage social media activities on the go.
This ensures that social media management is not limited to the desktop and can be handled efficiently from anywhere.
Implementation:
Set up Social Studio within the Salesforce environment.
Configure social media accounts and start tracking and managing social media activities.
CertGod Nonprofit Cloud Consultant study guide: "Social Studio".
NEW QUESTION # 40
A nonprofit using NPSP receives funding it uses to award grants to national and local arts organizations. The nonprofit wants to track the funds it receives and allocates.
What should a consultant recommend to the nonprofit-?
Answer: A
Explanation:
For tracking funds received and allocated for grants, the Outbound Funds Module is the best solution. Here's how to configure it:
Install the Outbound Funds Module:
Go to the AppExchange and search for the "Outbound Funds Module."
Click "Get It Now" and follow the installation instructions to add the module to your Salesforce org.
Configure Funding Programs and Grants:
Navigate to the "Funding Programs" tab to set up different programs that receive funds.
Create "Funding Requests" for organizations applying for grants and track the status and details of each request.
Track Funds:
Use "Funding Allocations" to track how funds are distributed to various grants. Each allocation record should specify the amount, date, and purpose of the funds.
Reporting:
Use standard and custom reports to track the inflow and outflow of funds, ensuring transparency and accountability in grant management.
Salesforce Outbound Funds Module Documentation
Salesforce Nonprofit Success Pack (NPSP) Resources
Salesforce Trailhead: Manage Programs and Funding
NEW QUESTION # 41
Which function of the application development lifecycle does establishing a Center of Excellence address?
Answer: A
Explanation:
Establishing a Center of Excellence (CoE) addresses the governance function of the application development lifecycle. A CoE provides leadership, best practices, and oversight to ensure consistent and effective use of Salesforce across the organization:
Governance: Ensures that there are clear policies, standards, and guidelines for managing and using Salesforce.
Best Practices: The CoE promotes best practices for development, deployment, and ongoing management of Salesforce applications.
By focusing on governance, a CoE helps maintain the integrity, quality, and strategic alignment of Salesforce initiatives within the nonprofit.
Salesforce Governance Framework Documentation
Salesforce Trailhead: Center of Excellence
NEW QUESTION # 42
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