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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 15% | - Nonprofit Reporting Templates - Success Metrics Definition - Custom Report Types - Rollup Summary Fields - Reports and Dashboards for Nonprofits |
| Topic 2: NPSP Configuration and Development | 25% | - Data Model Design for Nonprofits - Account Model Configuration - Relationships Management - Affiliations Configuration - Contacts and Households - NPSP Settings and Preferences |
| Topic 3: Constituent Management | 20% | - Household Management - Affiliations and Memberships - Segmentations and Campaigns - Contact and Organization Records - Relationships and Groupings |
| Topic 4: Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - Requirements Gathering - Integration with External Systems - NPSP Best Practices - Data Migration Strategies - User Adoption and Training Planning |
| Topic 5: Donations and Fundraising Management | 20% | - Donation Management - Opportunity and GAU Configuration - Grant Management - Payment Methods and Processing - Recurring Donations (Recurring GAU) - Donations Batch Processing |
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NEW QUESTION # 183
A nonprofit organization needs to frequently import membership renewal data and daily donation data and needs a different configuration for each.
Which tool should the consultant recommend?
Answer: B
Explanation:
For frequently importing membership renewal data and daily donation data with different configurations, the NPSP Data Importer is the most suitable tool. Here's how to set it up:
Prepare Data Files:
Ensure you have separate data files for membership renewals and daily donations.
Format each file according to the required fields for the NPSP Data Importer.
Access NPSP Data Importer:
Go to the App Launcher.
Search for and open "NPSP Data Importer".
Configure Import Settings:
For membership renewals, configure the data mappings specific to membership fields (e.g., membership type, renewal date).
For daily donations, configure the data mappings for donation-related fields (e.g., donation amount, donor information).
Save Import Mappings:
Save each configuration as a template in the NPSP Data Importer.
Name the templates clearly (e.g., "Membership Renewals Import", "Daily Donations Import").
Import Data:
Upload the respective data files to the NPSP Data Importer.
Select the appropriate template for each import process.
Run the import process, ensuring data is correctly mapped and imported.
Verify and Clean Up:
Verify the imported data for accuracy.
Use the NPSP tools to manage any duplicates or discrepancies.
The NPSP Data Importer provides flexibility and efficiency for handling different types of data imports with tailored configurations.
"NPSP Data Importer" from Salesforce Help: NPSP Data Importer
"Managing Data Imports with NPSP" from Salesforce.org: Data Import Management
NEW QUESTION # 184
A consultant wants to test out new Nonprofit Cloud features coming out in the upcoming Salesforce release in their customs..
Which action must the consultant take to do this?
Answer: B
Explanation:
To test new Nonprofit Cloud features coming out in the upcoming Salesforce release, follow these steps:
Identify the Sandbox Preview Period:
Salesforce announces preview periods before major releases. Check the Salesforce release calendar for the dates.
Refresh a Preview Instance Sandbox:
During the sandbox preview period, refresh one of your sandboxes. Ensure that you refresh an existing sandbox that is on a preview instance, or create a new sandbox if needed.
Verify the Sandbox Instance:
Make sure your sandbox is on a preview instance. Salesforce typically migrates sandboxes to preview instances for testing new features.
Test New Features:
Once the sandbox is refreshed, you can start testing the new Nonprofit Cloud features that will be included in the upcoming release.
Use the Release Notes and documentation provided by Salesforce to guide your testing.
This process allows you to evaluate new features before they are available in your production environment, ensuring a smooth transition and allowing time to address any potential issues.
Salesforce Sandbox Preview Guide: Sandbox Preview Instructions.
NEW QUESTION # 185
A nonprofit wants to deploy Nonprofit Cloud Case Management into its production org.
Which two prerequisites should be considered prior to installing Case Management?
Choose 2 answers
Answer: A,C
Explanation:
Before installing Nonprofit Cloud Case Management into its production org, a nonprofit should consider the following prerequisites:
Enable My Domain:
My Domain is required for many Salesforce features, including those in Nonprofit Cloud Case Management.
Enabling My Domain allows customization of the Salesforce URL, enhances security, and is a prerequisite for some Salesforce features.
Ensure Appropriate Licenses Are Provisioned:
Nonprofit Cloud Case Management requires specific licenses to be available in the org.
Ensuring that the appropriate licenses are provisioned is crucial for enabling users to access the features and functionalities of Case Management.
Salesforce Nonprofit Cloud Case Management Installation Guide
Salesforce My Domain Documentation
NEW QUESTION # 186
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 # 187
A nonprofit realizes that the target deployment date is concurrent with a Salesforce major seasonal release window.
Which two steps should the nonprofit take when finalizing the plan for the new feature in production?
Choose 2 answers
Answer: A,B
Explanation:
When finalizing the plan for new features during a Salesforce major seasonal release window:
Verify Sandbox Release:
Check if the sandbox is on the same release as production to ensure consistency. Navigate to Setup -> Company Information in both environments to verify the release versions.
Review Sandbox Preview Instructions:
Salesforce provides sandbox preview instructions before a major release. Review these instructions to understand the new features and changes. Go to the Salesforce Release Readiness & Feature Adoption group on the Trailblazer Community for the latest updates.
Prepare Change Sets:
Create and validate change sets in the sandbox environment. Ensure all components are tested and ready for deployment after the production instance is upgraded.
Monitor Release Window:
Keep track of the Salesforce release window schedule to plan the deployment timing accordingly. Avoid deploying changes during the release window to prevent conflicts or unexpected issues.
Salesforce Release Readiness & Feature Adoption Documentation
Salesforce Sandbox Preview Instructions
Salesforce Trailblazer Community for Release Updates
NEW QUESTION # 188
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