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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 15% | - Configure and implement reports and dashboards
|
| Fundraising | 20% | - Configure and implement fundraising features
|
| Program and Service Delivery | 15% | - Explain the data model for programs
|
| Marketing and Engagement | 12% | - Design and implement engagement strategies
|
| Implementation Strategies and Best Practices | 20% | - Identify the appropriate solution for a given scenario
|
| Constituent Engagement | 8% | - Configure and implement constituent management
|
| Domain Expertise | 10% | - Explain the nonprofit landscape and Salesforce solutions
|
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NEW QUESTION # 158
A nonprofit organization wants a report that compares giving at a consistent point in time from year to year.
Now should the consultant set this up?
Answer: C
NEW QUESTION # 159
A nonprofit admin notices the nightly NPSP batch jobs are suddenly taking significantly longer to complete than they did a month earlier.
What are two factors the consultant should tell the system admin to consider?
Choose 2 answers
Answer: A,C
Explanation:
If the nightly NPSP batch jobs are taking significantly longer to complete, the system admin should consider the following factors:
* A New Standard Roll-Up Summary Field Was Added to an Object:
* Adding new roll-up summary fields can increase the processing time for batch jobs.
* These fields require calculations that aggregate data, which can slow down batch processing, especially if they are based on high-volume objects.
* A New Customizable Rollup Was Added in NPSP Settings:
* Customizable rollups allow for complex aggregations and summaries across various objects.
* Adding new rollups increases the processing workload for nightly batch jobs, leading to longer completion times.
* Review and optimize the rollup settings to balance performance with data aggregation needs.
By considering these factors, the system admin can identify and address the root causes of increased batch job processing times.
Salesforce NPSP Documentation: Customizable Rollups
Salesforce Documentation: Roll-Up Summary Fields
NEW QUESTION # 160
A nonprofit has significant staff turnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit.
How should the consultant meet the requirement?
Answer: B
Explanation:
https://trailhead.salesforce.com/content/learn/modules/data_modeling/schema_builder To ensure that new system admins understand the purpose of Salesforce field customizations, the following steps should be taken:
* Complete All Field Descriptions:
* For every custom field created in Salesforce, ensure that the "Description" field is filled out comprehensively.
* Go to Salesforce Setup.
* Navigate to the Object Manager and select the object that has custom fields.
* For each custom field, click on "Edit" and provide a detailed description that explains the field's purpose, usage, and any important notes regarding its functionality.
* Save the changes.
* Document Customizations:
* Maintain comprehensive documentation of all custom fields, including their descriptions, data types, and any validation rules associated with them.
* Use a shared document or a dedicated Salesforce documentation tool to keep this information accessible and up-to-date.
* Training and Onboarding:
* Create a training module or onboarding program for new system admins that includes an overview of key customizations.
* Use Trailhead modules to supplement learning about field management and customization best practices.
* Utilize Salesforce Resources:
* Encourage new admins to use Salesforce's Schema Builder to get a visual overview of the data model, which can help them understand how different fields and objects are interconnected.
* Leverage the Setup Audit Trail to review any changes made to field customizations and understand their history.
By ensuring that all field descriptions are complete and providing thorough documentation, new system admins will have a clear understanding of the customizations, helping them manage and maintain the Salesforce instance more effectively.
References:
Salesforce documentation on field customization and descriptions
CertGod Nonprofit Cloud Consultant guide
V
NEW QUESTION # 161
A nonprofit organization has been using Salesforce without NPSP. The organization is now interested in the NPSP functionality and wants the consultant to recommend if NPSP should be used in the same Salesforce environment or if they should start over in a new environment.
Which tool should the consultant use to help evaluate and recommend the best course of action?
Answer: C
Explanation:
A https://www.freecram.com/question/Salesforce.Nonprofit-Cloud-Consultant.v2021-01-10.q37/a-nonprofit-organization-has-been-using-salesforce-without-npsp-the-organization-is-now-interested-in ((see in comments)
NEW QUESTION # 162
A nonprofit wants a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund' GAU. The nonprofit wants to add filters so only the gifts connected to the 'Annual Campaign' are shown.
Which report should the consultant implement?
Answer: B
Explanation:
To create a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund" GAU and adds filters to show only the gifts connected to the "Annual Campaign," the consultant should use the "GAU Allocations with Opportunity" report type. This report type allows for filtering on both Opportunity and GAU Allocation fields.
Steps to Create the Report:
Select Report Type:
Go to the Reports tab and create a new report using the "GAU Allocations with Opportunity" report type.
Add Filters:
Filter on the Opportunity object for the Primary Campaign Source = "Annual Campaign." Filter on the GAU Allocation object for General Accounting Unit = "General Fund." Customize Report:
Add the necessary fields from both the Opportunity and GAU Allocation objects to the report layout.
Save and run the report to view the desired data.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Create and Customize Reports in Salesforce
NEW QUESTION # 163
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