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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - NPSP Best Practices - Data Migration Strategies - Requirements Gathering - Integration with External Systems - User Adoption and Training Planning |
| Topic 2: NPSP Configuration and Development | 25% | - NPSP Settings and Preferences - Relationships Management - Account Model Configuration - Data Model Design for Nonprofits - Affiliations Configuration - Contacts and Households |
| Topic 3: Donations and Fundraising Management | 20% | - Recurring Donations (Recurring GAU) - Donations Batch Processing - Payment Methods and Processing - Donation Management - Opportunity and GAU Configuration - Grant Management |
| Topic 4: Analytics and Reporting | 15% | - Rollup Summary Fields - Nonprofit Reporting Templates - Success Metrics Definition - Reports and Dashboards for Nonprofits - Custom Report Types |
| Topic 5: Constituent Management | 20% | - Contact and Organization Records - Relationships and Groupings - Household Management - Affiliations and Memberships - Segmentations and Campaigns |
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NEW QUESTION # 181
A nonprofit receives grants so it can offer scholarships to students who attend the nonprofit*s community training programs.
Answer: A
Explanation:
To track grants, scholarships, and training programs in Salesforce for a nonprofit, you should use a combination of the Program Management Module (PMM), Outbound Funds Module (OFM), and Education Data Architecture (EDA). Here's how to set it up:
Track Grants with PMM:
Use the Program Management Module to manage the grants your nonprofit receives.
Create Program records for each grant and link them to the related donor accounts.
Track details such as grant amount, application status, and reporting requirements using custom fields or standard fields in PMM.
Track Scholarships with OFM:
Install and configure the Outbound Funds Module to manage scholarships.
Create Funding Programs for different types of scholarships.
Use the Funding Requests object to track individual scholarship applications and awards, linking them to the recipients (Contacts).
Track Training Programs with EDA:
Implement the Education Data Architecture to manage training programs.
Create Program records for each training program.
Use the Course Connections object to link participants (Contacts) to the training programs and track their progress.
Integrate and Report:
Use Salesforce's reporting tools to create integrated reports across these modules.
For example, you can create a report that shows the total grants received, scholarships awarded, and participants enrolled in training programs.
Salesforce Program Management Module Documentation: PMM Documentation.
Salesforce Outbound Funds Module Documentation: OFM Documentation.
Salesforce Education Data Architecture Documentation: EDA Documentation.
NEW QUESTION # 182
A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anything related to the Person Account model. What should the consultant advise?
Answer: D
Explanation:
To transition from Person Accounts to the Household Account model in NPSP and avoid interacting with Person Accounts, the recommended approach is to migrate to a new Salesforce NPSP org. Here's how:
Apply for a New Salesforce NPSP Org:
Contact Salesforce to apply for a new NPSP org.
Ensure the organization qualifies for the NPSP and request the necessary licenses.
Request License Transfer:
Work with Salesforce support to transfer existing licenses from the current org to the new NPSP org.
Export Data from Current Org:
Export all Person Account data, including Contacts, Accounts, Opportunities, and any other relevant records.
Use Salesforce Data Loader or another export tool to ensure a complete data export.
Prepare Data for Import:
Clean and prepare the exported data for import into the new org.
Map Person Account data to the appropriate fields in the Household Account model.
Import Data into New NPSP Org:
Use the NPSP Data Importer or Data Loader to import the cleaned data into the new org.
Ensure that all relationships and references are correctly mapped and maintained during the import process.
This method ensures a clean transition to the Household Account model without the complications of dealing with Person Accounts in the original org.
Salesforce NPSP Documentation: Account Models
Salesforce Trailhead: Data Import Strategies
NEW QUESTION # 183
A nonprofit wants to collect information online about volunteers who are new to the nonprofit, including names and contact details, skill sets, and availability. The nonprofit already uses NPSP and Volunteers for Salesforce and wants to create a report with this information.
What are two ways the consultant can meet the requirement?
Choose 2 answers
Answer: A,D
Explanation:
To collect information online about new volunteers, including names, contact details, skill sets, and availability, and create a report with this information, the following solutions are recommended:
Collect Contact Information During Job Sign Up:
Use the Job Listings feature in Volunteers for Salesforce to capture volunteer information during the job sign-up process.
Ensure that the sign-up form includes fields for contact details, skill sets, and availability.
Steps to Set Up Job Listings:
Navigate to the Volunteers for Salesforce setup.
Configure job listings and ensure the sign-up forms capture all necessary information.
Add the Volunteer Sign Up Form to the Nonprofit's Website:
Create a Volunteer Sign Up form and embed it on the nonprofit's website.
Use the Volunteers for Salesforce Web-to-Volunteer feature to automatically capture and create records in Salesforce.
Steps to Set Up Web-to-Volunteer:
Go to Volunteers for Salesforce settings.
Set up the Web-to-Volunteer form with the required fields.
Embed the form on the nonprofit's website.
These methods ensure that all relevant volunteer information is captured and stored in Salesforce, allowing for easy reporting and management.
Volunteers for Salesforce Documentation
Salesforce Help: Setting Up Web-to-Volunteer Forms
Top of Form
Bottom of Form
NEW QUESTION # 184
The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year. There is a custom checkbox field on the Contact record to indicate board members.
How should the consultant create this report?
Answer: B
Explanation:
To create a report showing how much each board member has raised, you should:
Use the Opportunities report type: This allows you to capture all gift data.
Add a cross filter for Contacts with Board Member = TRUE: This filters the report to include only those contacts who are board members.
Summarize the Total Gifts this Year and Soft Credits this Year fields: This provides the total amounts for direct gifts and influenced gifts.
This method ensures that both direct contributions and soft credits (gifts influenced by board members) are included in the report.
Salesforce Help: Creating and Customizing Reports
Salesforce Trailhead: Reporting for Nonprofits
NEW QUESTION # 185
A nonprofit organization needs to send a mailing to all clients to invite them to an informational session on its workforce development program. The organization wants to track who it was sent to and who responded. The organization is using the NPSP with the Household Account Model. What should a consultant advise them to do to accomplish this in Salesforce?
Answer: B
Explanation:
To send a mailing to all clients and track who was sent the invitation and who responded, you should use Campaigns in NPSP. Here's how to set it up:
Create a Campaign:
Navigate to the Campaigns tab.
Click "New Campaign" and fill out the necessary details such as Campaign Name (e.g., "Workforce Development Program Invite").
Filter List View for Clients:
Go to the Contacts tab.
Create a new list view or filter an existing one to include only clients. This might include adding filters for criteria that identify clients, such as specific Account Record Types or custom fields.
Add Contacts to Campaign:
Select all the clients in the list view.
Use the "Add to Campaign" button to add these Contacts to the previously created Campaign.
Track Responses:
After sending the invitations, track responses by updating the Campaign Member Status. This can be done manually or through an automated process if you have integrated email tracking.
Create a Campaign Report:
Go to the Reports tab.
Create a new report using the "Campaigns with Campaign Members" report type.
Filter the report to show the specific Campaign and the statuses of the Campaign Members (e.g., "Sent", "Responded").
This process ensures that the nonprofit can track who the invitations were sent to and who has responded, providing a clear view of the engagement for the workforce development program.
"Campaign Management in NPSP" from Salesforce Help: Campaign Management
"Creating and Managing Campaigns" from Salesforce.org: Campaigns Guide
NEW QUESTION # 186
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