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NEW QUESTION # 69
A nonprofit uses Salesforce for fundraising and managing its educational programs. Its membership data is stored in a proprietary membership management system. The nonprofit wants real-time insights into whether its donors are members, their renewal dates, and other related data points. The membership data only needs to be viewed.
What should a consultant recommend to meet the requirement?
Answer: C
Explanation:
To provide real-time insights into membership data stored in a proprietary system, the nonprofit should use Salesforce Connect to store this information in External Objects:
Salesforce Connect:
Salesforce Connect allows Salesforce to integrate with external data sources in real-time without the need to import the data into Salesforce.
It uses External Objects to represent the data from the external system, making it accessible within Salesforce like any other object.
Implementing Salesforce Connect:
Set up an external data source connection in Salesforce to the proprietary membership management system.
Define External Objects for the membership data, such as member status, renewal dates, and other relevant data points.
Create relationships between External Objects and standard Salesforce objects (e.g., Contacts, Accounts) to link donor and membership information.
Real-Time Insights:
Use reports and dashboards to display membership data alongside fundraising and program data.
Ensure that membership data is updated in real-time, providing accurate and timely insights.
By utilizing Salesforce Connect and External Objects, the nonprofit can achieve real-time visibility into its membership data without duplicating data storage.
Reference:
Salesforce Connect Documentation
Trailhead Module: Integrate with External Data Sources Using Salesforce Connect
NEW QUESTION # 70
A development director wants to compare year over year donation information on a weekly basis for the last five years in order to see giving trends via a bar chart. The director asks the consultant if reporting snapshots would work.
What should the consultant advise about the limitations of reporting snapshots?
Answer: D
Explanation:
https://sfdo-docs.s3-us-west-2.amazonaws.com/npsp_reports.pdf
Reporting snapshots in Salesforce allow you to capture and store data at specific intervals, providing a way to track changes over time. However, they do not work retroactively, meaning you cannot use them to capture historical data before the snapshot was created. The snapshots only start capturing data from the point they are set up moving forward.
To address the development director's request, the consultant should consider alternative methods, such as creating reports with historical data that has already been captured or using a different tool that can analyze historical data for trends.
References:
Salesforce Help: Create Reporting Snapshots to Report on Historical Data Salesforce Trailhead: Reporting Snapshots
NEW QUESTION # 71
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 # 72
A nonprofit organization provides funding to partners that work directly with the community to provide one- on-one nutritional counseling. Each year, these partners apply for funding and indicate how they plan to spend any funds awarded.
The organization wants to be able to track planned and actual spending by the partners.
What should the organization use in Nonprofit Claud?
Answer: C
NEW QUESTION # 73
The admin at a nonprofit is implementing Salesforce Shield in its org to enable field platform encryption.
What are three NPSP considerations when implementing Shield Platform Encryption?
Choose 3 answers
Answer: A,B,D
Explanation:
When implementing Salesforce Shield Platform Encryption with NPSP, there are several key considerations:
* Role Name Field on Partial Soft Credit Object:
* If the Role Name field on the NPSP Partial Soft Credit object is encrypted, the nightly Soft Credit rollups will fail. This is because the rollup process relies on accessing this field, and encryption can interfere with its functionality.
* MergeContacts List Button:
* The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted. The merging process requires access to the Contact Name to identify and merge records accurately, which encryption can prevent.
* Custom Unique Id Matching:
* NPSP Data Import cannot perform Custom Unique Id matching on Accounts and Contacts if the field used for matching is encrypted. This limitation arises because the encryption prevents the import process from accurately comparing and matching the encrypted values.
These considerations highlight the impact of encryption on certain NPSP functionalities, and it is important to plan accordingly when implementing Shield Platform Encryption.
References:
Salesforce Shield Platform Encryption Documentation
Nonprofit Success Pack (NPSP) Documentation on Data Import and Soft Credits
NEW QUESTION # 74
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