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| Section | Weight | Objectives |
|---|---|---|
| Data Management and Quality | 15% | - Duplicate management and data cleaning
|
| Program and Service Delivery | 18% | - Case management and client services
|
| Reporting and Analytics | 5% | - NPSP-specific reports and dashboards
|
| Solution Design and Implementation | 20% | - Deployment and change management
|
| Fundraising and Donation Management | 22% | - Gift management and acknowledgement
|
| Nonprofit Success Pack Overview and Architecture | 15% | - NPSP settings and configuration framework
|
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NEW QUESTION # 215
A nonprofit considers risk mitigation to be vital to the success of its implementation project.
What are three elements impacted by change that cause risk?
Answer: D
Explanation:
https://trailhead.salesforce.com/content/learn/modules/project-risk-management-for-partners/identify-assess-address-risk In project management, the three elements impacted by change that cause risk are cost, quality, and time. These elements are often referred to as the project management triangle or triple constraint.
Elements Impacted by Change:
Cost: Changes can lead to increased project costs, affecting the budget and financial resources.
Quality: Changes can impact the quality of the project deliverables, potentially leading to rework or reduced standards.
Time: Changes can affect the project timeline, causing delays and extending the project schedule.
Steps for Risk Mitigation:
Identify Potential Risks:
Conduct a risk assessment to identify potential changes that could impact cost, quality, or time.
Develop Mitigation Strategies:
Create plans to mitigate identified risks, including contingency plans and resource allocations.
Monitor and Control:
Regularly monitor the project for changes and adjust plans as necessary to manage risks effectively.
Salesforce Project Management Best Practices
Salesforce Trailhead: Risk Management in Project Management
NEW QUESTION # 216
A nonprofit stores a government-issued personal identification number on each constituent's Contact record in an encrypted field.
What should a consultant enable on a Permission Set to ensure the personal identification number is fully accessible by a subset of org users'?
Answer: C
Explanation:
To ensure that a subset of users can fully access the government-issued personal identification numbers stored in encrypted fields on Contact records, you must enable the "View Encrypted Data" permission in a permission set. This permission allows users to see the actual encrypted data instead of a masked value.
Steps to Enable:
Create or Edit a Permission Set:
Navigate to Setup -> Permission Sets.
Create a new permission set or edit an existing one.
Enable View Encrypted Data:
In the permission set, go to System Permissions.
Enable the "View Encrypted Data" permission.
Assign Permission Set:
Assign the permission set to the appropriate users who need to access the encrypted data.
Salesforce Help: Encrypt Custom Fields
Salesforce Trailhead: Data Security and Encryption
NEW QUESTION # 217
A nonprofit receives a check that includes donations from several donors for a specific program the nonprofit runs.
Which two features should a consultant configure to track this gift?
Choose 2 answers
Answer: A,B
Explanation:
To track a check that includes donations from several donors for a specific program, the consultant should configure GAU Allocations and Partial Soft Credits in NPSP. Here's why:
GAU Allocations:
General Accounting Unit (GAU) Allocations are used to track how donations are allocated across different programs or funds.
This feature allows the nonprofit to specify which portion of the check is designated for the specific program, providing clear tracking and reporting.
Partial Soft Credits:
Partial Soft Credits can be used to attribute portions of a single donation to multiple donors.
This feature allows the nonprofit to recognize each donor for their contribution while keeping the accounting of the total donation intact.
Salesforce NPSP Documentation on GAU Allocations
Salesforce NPSP Documentation on Soft Credits
NEW QUESTION # 218
A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments.
What should the consultant do to correctly match the Payments to the Opportunities?
Answer: B
Explanation:
When migrating historic donation records into a nonprofit's Salesforce org where many of these donations were paid in multiple installments, it is important to ensure that the Payments are correctly matched to the Opportunities. The correct approach involves using the "Do Not Automatically Create Payment" field:
Check the Do Not Automatically Create Payment Field:
When importing historic donations, check the "Do Not Automatically Create Payment" field on the Opportunities.
This prevents Salesforce from automatically creating Payments for these Opportunities, which allows you to manually enter the correct Payments that match the historic installment records.
Manually Create Payments:
After importing the Opportunities with the "Do Not Automatically Create Payment" field checked, manually create Payment records that correspond to each installment.
Ensure each Payment is correctly associated with the corresponding Opportunity.
Validation:
Validate the imported data to ensure all Payments are correctly matched with the Opportunities.
This method ensures that the historic donation records with multiple installments are accurately represented in Salesforce.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Payments and Opportunities.
Salesforce Help: Data Import Guidelines.
NEW QUESTION # 219
A nonprofit runs a workforce development program for its clients. Job seekers contact the nonprofit via phone, web, and email. The nonprofit wants to track each engagement separately from start to finish. The nonprofit needs to assign job seekers to case managers.
What solution should the consultant propose?
Answer: A
Explanation:
For tracking job seeker engagements and assigning them to case managers:
Enable web-to-case: This allows job seekers to submit inquiries via web forms, which automatically create cases in Salesforce.
Customize cases: Modify the case object to track specific engagement details from start to finish.
Assignment rules: Set up rules to automatically assign cases (job seekers) to appropriate case managers based on predefined criteria (e.g., job seeker's needs, case manager's workload).
This solution provides a structured way to handle multiple engagement channels (phone, web, email) and ensures that each job seeker is assigned a case manager for personalized support.
Salesforce Help: Setting Up Web-to-Case
Salesforce Trailhead: Service Cloud for Nonprofits
NEW QUESTION # 220
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