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| Section | Weight | Objectives |
|---|---|---|
| Analytics | 5% | - Reporting and Insights
|
| Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Solution Design | 20% | - Architecture Design
|
| Implementation Strategies and Best Practices | - Project Delivery
| |
| Integration and Data Management | 15% | - Data Handling
|
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NEW QUESTION # 159
A consultant using CumulusCI has customized a nonprofit's org and wants them to validate these changes with the latest release of NPSP which will be pushed to production one week later.
What are two ways the consultant can deploy this for the nonprofit after the release is announced?
Choose 2 answers
Answer: A,C
Explanation:
When preparing for an upcoming NPSP release and wanting to validate customizations, the consultant can take the following approaches:
Test Customizations in an Updated Sandbox (A):
Update the sandbox to the latest release of NPSP.
Deploy the customizations to the updated sandbox and thoroughly test them to ensure compatibility with the new release.
Configure a Scratch Org with NPSP Dependency and Test Customizations (D):
Set up a new scratch org using Salesforce DX and include the NPSP dependency.
Deploy the customizations to the scratch org and test them to validate their functionality with the latest NPSP release.
Steps to Implement:
Update Sandbox:
Refresh the sandbox and ensure it is on the same version as the upcoming NPSP release.
Deploy and test the customizations in the sandbox environment.
Set Up Scratch Org:
Use Salesforce DX to create a scratch org with the necessary NPSP configurations.
Deploy the customizations to the scratch org and perform testing.
Salesforce Developer Documentation on Sandboxes and Scratch Orgs
Salesforce Trailhead: Salesforce DX and Development Environments
NEW QUESTION # 160
A major donor officer needs to capture wealth scoring to support individual cultivations.
How is this best represented in the NPSP?
Answer: D
Explanation:
To capture and analyze wealth scoring for donors in Salesforce, leveraging an AppExchange application is the most effective approach. These applications can provide comprehensive wealth data and insights to support donor cultivation efforts. Here's how to do it:
Identify Suitable AppExchange Applications:
Search the Salesforce AppExchange for wealth screening and donor prospecting tools (e.g., WealthEngine, DonorSearch).
Install the Application:
Follow the installation instructions provided by the selected application.
Ensure necessary permissions and configurations are set up.
Configure Wealth Scoring:
Set up the application to pull in wealth data for your donor contacts.
Use the provided features to rank and score donors based on their wealth data.
Integrate with NPSP:
Ensure the wealth data integrates with your existing NPSP setup.
Create reports and dashboards to visualize and analyze donor wealth information.
"WealthEngine for Salesforce" on AppExchange: WealthEngine
"DonorSearch for Salesforce" on AppExchange: DonorSearch
NEW QUESTION # 161
A nonprofit organization has engaged a consultant to implement NPSP and has a large membership program it wants to manage in Salesforce. Which two things does the consultant need to set up to ensure that the membership rollups in NPSP will work properly?
Answer: B,D
Explanation:
To ensure that the membership rollups in NPSP work properly, the following settings need to be configured:
Check that the Membership Record Type is Selected for Membership Rollups:
Go to NPSP Settings.
Navigate to "Settings" -> "Donations" -> "Customizable Rollups".
Ensure that the membership record type is selected and configured to be included in the rollups. This allows NPSP to aggregate membership data correctly.
Ensure there is an Opportunity Record Type Set Up for Memberships:
Navigate to Setup -> Object Manager -> Opportunity.
Ensure there is a specific record type for memberships (e.g., "Membership Opportunity").
Configure this record type with the necessary fields and settings specific to membership tracking.
By ensuring these configurations are in place, NPSP can properly roll up membership data and provide accurate metrics for the organization.
"Customizable Rollups in NPSP" from Salesforce Help: Customizable Rollups
"Setting Up Opportunity Record Types" from Salesforce.org: Opportunity Record Types
NEW QUESTION # 162
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?
Answer: B
Explanation:
Before upgrading from version 2 to version 3 of NPSP, the consultant should:
Run NPSP Health Check: This tool identifies potential issues in the current NPSP configuration, including deprecated fields, custom objects, and other configurations that might cause problems during the upgrade.
Running NPSP Health Check ensures that the upgrade process goes smoothly by addressing any issues beforehand.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Upgrading NPSP
NEW QUESTION # 163
A development director needs to understand which organizations have given to the nonprofit in some year prior to the current, but have not contributed to the nonprofit in the current year. How should the consultant accomplish this task?
Answer: B
Explanation:
To identify organizations that have donated to the nonprofit in some year prior to the current year but have not contributed in the current year, the NPSP SYBUNT (Some Year But Unfortunately Not This year) report can be customized. Here's how to do it:
Navigate to the NPSP SYBUNT Report:
Go to the Reports tab.
Find and open the NPSP SYBUNT report template.
Customize the Date Range:
Click on the "Filters" pane.
Adjust the date range filters to include donations from the desired prior years and exclude the current year.
Modify Report Criteria:
Ensure the report is filtering by Account to get the organization-level data.
Add additional filters if necessary to refine the report (e.g., specific campaign or donation types).
Run the Report:
Save and run the report to get a list of organizations that have donated in previous years but not in the current year.
By customizing the date range on the NPSP SYBUNT report for Accounts, you can easily identify and target these lapsed donors for re-engagement campaigns.
"Using NPSP Reports" from Salesforce Help: NPSP Reports
"SYBUNT and LYBUNT Reports in NPSP" from Salesforce.org: SYBUNT and LYBUNT
NEW QUESTION # 164
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