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| Section | Objectives |
|---|---|
| Fundraising and Donations | - Donation management and gift processing - Campaign and fundraising tracking |
| Case and Service Management | - Case management for client services - Service delivery workflows |
| Program Management | - Program and service delivery tracking - Program lifecycle management |
| Reporting and Insights | - Reports and dashboards for nonprofit KPIs - Outcome measurement and analytics |
| Data Management and Security | - Data model design and governance - Security, access, and compliance |
| Constituent Management | - Account and contact data model for nonprofit organizations - Constituent engagement and segmentation |
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NEW QUESTION # 153
A development associate received a corporate matching gift that the original donor did not indicate was to be matched.
Which solution should the consultant recommend?
Answer: A
Explanation:
When a corporate matching gift is received and the original donor did not indicate that it was to be matched, the consultant should recommend using the "Find Matched Gifts" feature. This feature helps in identifying and linking the matching gift to the original donation:
Select Find Matched Gifts: This option is available within the Nonprofit Success Pack (NPSP) and is designed to help match donations.
Click on the Find More Gifts button: This button will allow the development associate to search for and match the original donation with the corporate matching gift.
This process ensures that all matched gifts are accurately recorded and credited appropriately.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Matching Gifts in NPSP
NEW QUESTION # 154
A nonprofit organization wants the 15th of the month listed as the Close Date for all recurring donations and has selected the 15th in the Day of the Month picklist. In reviewing Recurring Donation Opportunities it is found that some of the Opportunities have close dates at the end of the month.
Which action should the consultant take to troubleshoot this issue?
Answer: B
Explanation:
When troubleshooting the issue of Recurring Donation Opportunities having close dates at the end of the month instead of the 15th, the consultant should check if the "Always use last day of the month" field is selected. This field setting overrides other close date settings and defaults the close date to the last day of the month.
Log in to Salesforce: Access the Salesforce org where NPSP is installed.
Navigate to NPSP Settings: Go to the App Launcher, search for "NPSP Settings", and select it.
Find Recurring Donations Settings:
In NPSP Settings, expand the "Donations" section.
Click on "Recurring Donations".
Check the "Always use last day of the month" Field:
Locate the "Always use last day of the month" setting.
Verify whether this checkbox is selected.
If selected, uncheck this option if you want the close date to follow the Day of the Month picklist value.
Save the Settings: Save any changes made and verify that new Recurring Donations reflect the correct close date.
By ensuring this field is not selected, the system will correctly use the 15th of the month as specified in the Day of the Month picklist.
NEW QUESTION # 155
A nonprofit organization is using NPSP Data Importer for Contacts. The consultant has noticed that even though the mappings are correct, some of the Account records are not automatically being created. Which two things should the consultant check?
Answer: A,D
NEW QUESTION # 156
A nonprofit wants to track various funds in Salesforce to report on its restricted donations. Which NPSP feature should the consultant recommend?
Answer: B
NEW QUESTION # 157
The development director wants all users to only see Engagement Plans on Opportunity records for donations with an Amount greater than 10,000.
How should this be accomplished?
Answer: C
Explanation:
To ensure that users only see Engagement Plans on Opportunity records for donations with an Amount greater than 10,000, the consultant should use component visibility filters in Lightning. Here's the step-by-step process:
* Add the Related List - Single Lightning Component:
* On the Opportunity Lightning page, add the "Related List - Single" component and set it to display the Engagement Plans related list.
* Component Visibility Filter:
* Configure a visibility filter on the Related List component. Set the filter condition to check if the Opportunity Amount field is greater than 10,000.
* This ensures that the Engagement Plans related list only appears on Opportunities where the amount exceeds the specified threshold.
Salesforce Lightning App Builder Documentation
Salesforce Component Visibility Filters Guide
These solutions provide detailed steps and references to effectively configure and troubleshoot Salesforce Nonprofit Cloud settings and features.
NEW QUESTION # 158
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