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| Section | Weight | Objectives |
|---|---|---|
| Donations and Fundraising Management | 20% | - Grant Management - Recurring Donations (Recurring GAU) - Opportunity and GAU Configuration - Payment Methods and Processing - Donations Batch Processing - Donation Management |
| Solution Design and Implementation | 20% | - Requirements Gathering - Integration with External Systems - Data Migration Strategies - User Adoption and Training Planning - Customization vs Configuration Decisions - NPSP Best Practices |
| NPSP Configuration and Development | 25% | - Relationships Management - NPSP Settings and Preferences - Affiliations Configuration - Account Model Configuration - Data Model Design for Nonprofits - Contacts and Households |
| Analytics and Reporting | 15% | - Nonprofit Reporting Templates - Success Metrics Definition - Custom Report Types - Reports and Dashboards for Nonprofits - Rollup Summary Fields |
| Constituent Management | 20% | - Relationships and Groupings - Household Management - Contact and Organization Records - Segmentations and Campaigns - Affiliations and Memberships |
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NEW QUESTION # 80
The system administrator accidentally deletes the NPSP 00 - Error Processing job. What should the consultant recommend?
Answer: D
Explanation:
If the NPSP 00 - Error Processing job is accidentally deleted, you can recreate it using the NPSP settings. Here's how:
Access NPSP Settings:
Navigate to the App Launcher and search for "NPSP Settings".
Go to Bulk Data Processes:
In the NPSP Settings, find the "Bulk Data Processes" section.
Batch Process Settings:
Click on "Batch Process Settings".
Here, you can find options to recreate various batch jobs, including the NPSP 00 - Error Processing job.
Recreate the Job:
Follow the prompts to recreate the NPSP 00 - Error Processing job.
Save your settings.
By using the NPSP Settings to recreate the job, you ensure that the necessary error processing is back in place without needing to manually configure or contact support.
Salesforce NPSP Documentation: Batch Process Settings
Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics
NEW QUESTION # 81
A system admin used NPSP Contact Merge and notices the number of household accounts has changed from 12,345 to 12,300 and is concerned that accounts have been lost.
What is the likely cause for the missing accounts?
Answer: C
Explanation:
https://powerofus.force.com/s/article/NPSP-Merging-Contacts
When using the NPSP Contact Merge functionality, any empty Household Accounts that do not have associated Contacts or Opportunities are automatically deleted. This is likely the cause of the reduction in the number of household accounts noticed by the system administrator.
Steps to Verify:
Check Merge Settings:
Review the settings and configuration of the NPSP Contact Merge process to understand its behavior regarding empty Household Accounts.
Review Audit Logs:
Check the Salesforce audit logs to see the details of the merge operations and confirm that empty Household Accounts were deleted.
Restore if Necessary:
If the deletion of empty Household Accounts was unintended, use data recovery options to restore any necessary records.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Merge Duplicate Records in Nonprofit Success Pack
NEW QUESTION # 82
A development officer wants to integrate wealth scoring information into Salesforce.
Which solution should the consultant recommend?
Answer: C
Explanation:
To integrate wealth scoring information into Salesforce, the consultant should recommend using a third-party app from the AppExchange. Here's the process:
Explore AppExchange:
Visit the Salesforce AppExchange.
Search for wealth scoring or donor prospecting applications.
Evaluate Apps:
Review the available apps that offer wealth scoring and donor analytics.
Evaluate the features, customer reviews, and integration capabilities of each app.
Select an App:
Choose an app that best fits the nonprofit's requirements for wealth scoring integration.
Popular options include apps like WealthEngine, DonorSearch, or iWave.
Install and Configure the App:
Install the selected app into the Salesforce org.
Follow the configuration steps provided by the app to integrate wealth scoring data with Salesforce records.
Map Wealth Scores to Salesforce Fields:
Map the wealth scoring data fields to the appropriate fields on Salesforce objects, such as Contacts and Opportunities.
Ensure the data is displayed where it is most useful for development officers and other users.
By using a third-party app from the AppExchange, the nonprofit can seamlessly integrate comprehensive wealth scoring information into Salesforce, enhancing their donor prospecting and engagement strategies.
Salesforce AppExchange: WealthEngine
Salesforce Documentation: Install Apps from AppExchange
NEW QUESTION # 83
A nonprofit organization provides case management to its clients. There is a requirement for a score to be automatically assigned to each client based on several factors such as age, income and number of health conditions. The nonprofit also wants to automate the creation and assignment of follow up tasks related to the client.
Which combination of functions should the consultant recommend?
Answer: B
Explanation:
For a nonprofit organization providing case management and requiring automatic scoring of clients based on various factors like age, income, and health conditions, along with automating the creation and assignment of follow-up tasks, the best combination of functions is Engagement Plans and Levels.
Engagement Plans: These are used to automate the creation of tasks and follow-up activities based on predefined templates. This feature ensures that specific tasks are generated and assigned to relevant staff members as soon as certain criteria are met.
Steps to Set Up Engagement Plans:
Navigate to the "Engagement Plans" tab in NPSP.
Create a new Engagement Plan Template, defining the tasks and follow-ups that should be created.
Specify the conditions under which this Engagement Plan should be triggered (e.g., a new client intake).
Assign the Engagement Plan to the appropriate client records.
Levels: These are used to categorize clients (or any other records) based on numeric values or other criteria. In this case, Levels can be used to automatically assign a score to each client based on their age, income, and health conditions.
Steps to Set Up Levels:
Navigate to NPSP Settings > Levels.
Create a new Level, specifying the criteria for each level (e.g., age range, income bracket, number of health conditions).
Define the actions that should be triggered when a client reaches a specific level.
By using Engagement Plans and Levels, the nonprofit can automate both the scoring of clients and the creation of follow-up tasks, ensuring a streamlined case management process.
CertGod Nonprofit Cloud Consultant Guide:
NEW QUESTION # 84
A nonprofit organization wants to automatically generate an Opportunity whenever a Lead is converted.
What should the consultant do to meet this requirement?
Answer: C
Explanation:
To automatically generate an Opportunity whenever a Lead is converted in NPSP, the consultant should enable the "Create an Opportunity on Lead Convert" option in the NPSP Settings. This option ensures that an Opportunity is automatically created as part of the lead conversion process.
Navigate to NPSP Settings:
Go to the App Launcher, search for "NPSP Settings", and select it.
Enable Lead Conversion Setting:
In NPSP Settings, expand the "Leads" section.
Find the "Lead Conversion" settings.
Check the box for "Create an Opportunity on Lead Convert".
Save the settings.
This configuration streamlines the process, ensuring that Opportunities are consistently created during lead conversion, without requiring additional custom code or third-party applications.
CertGod Nonprofit Cloud Consultant Guide:
NEW QUESTION # 85
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