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| Section | Weight | Objectives |
|---|---|---|
| Donations and Fundraising Management | 20% | - Donation Management - Donations Batch Processing - Opportunity and GAU Configuration - Grant Management - Recurring Donations (Recurring GAU) - Payment Methods and Processing |
| Solution Design and Implementation | 20% | - NPSP Best Practices - Requirements Gathering - Data Migration Strategies - User Adoption and Training Planning - Integration with External Systems - Customization vs Configuration Decisions |
| Constituent Management | 20% | - Segmentations and Campaigns - Affiliations and Memberships - Household Management - Contact and Organization Records - Relationships and Groupings |
| NPSP Configuration and Development | 25% | - Account Model Configuration - Affiliations Configuration - Relationships Management - Contacts and Households - Data Model Design for Nonprofits - NPSP Settings and Preferences |
| Analytics and Reporting | 15% | - Custom Report Types - Rollup Summary Fields - Reports and Dashboards for Nonprofits - Success Metrics Definition - Nonprofit Reporting Templates |
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NEW QUESTION # 139
A nonprofit conducts background checks on all prospective volunteers. Only the volunteer manager and executive director should be able to access the fields related to background checks on the Contact object.
How should the consultant configure the security settings?
Answer: D
Explanation:
To restrict access to fields related to background checks on the Contact object so that only the volunteer manager and executive director can access them, the consultant should:
Create a Permission Set:
A permission set is a collection of settings and permissions that gives users access to various tools and functions.
Creating a permission set that includes access to the specific fields related to background checks allows for precise control over who can view and edit these fields.
Grant Field-Level Security:
Within the permission set, set field-level security to ensure only the specified users can view and edit the background check fields.
This ensures that sensitive information is only accessible to authorized personnel.
Assign the Permission Set:
Assign the permission set to the volunteer manager and executive director.
This approach provides flexibility and security, ensuring that only the designated users have the necessary access without altering the overall role hierarchy or creating unnecessary sharing rules.
Salesforce documentation on Permission Sets: Permission Sets
These solutions ensure efficient and secure handling of data and permissions within the Salesforce Nonprofit Cloud.
NEW QUESTION # 140
Donations made by nonprofit volunteers are captured on a spreadsheet monthly. The nonprofit utilizes NPSP and Volunteers for Salesforce.
Which two NPSP Data Import features will streamline the import of these donations?
Choose 2 answers
Answer: B,D
Explanation:
To streamline the import of donations made by nonprofit volunteers using NPSP Data Import features, the following steps are recommended:
Create a Batch and Map Opportunity Primary Contact on First and Last Name:
When creating a data import batch, you can map the Opportunity Primary Contact based on the First and Last Name. This ensures that the donation is linked to the correct contact in Salesforce.
Create a Batch and Match Contact on First and Last Name:
During the import process, create a batch and use the matching criteria based on the Contact's First and Last Name. This helps in accurately matching the donations to the existing contacts in Salesforce, reducing duplicate records and maintaining data integrity.
Steps to Implement:
Navigate to NPSP Data Import.
Create a new Batch.
Map the fields appropriately, ensuring the Opportunity Primary Contact and Contact matching criteria are based on First and Last Name.
Validate the mapping and run the batch to import the donation data.
These features help automate and streamline the data import process, ensuring accurate and efficient data management.
Nonprofit Success Pack (NPSP) Documentation: Data Import
Salesforce Help: Managing Batches and Data Import
NEW QUESTION # 141
A nonprofit has asked a consultant to configure Lightning Record Pages to optimize the user interface.
Which two resources should the consultant use to ensure the nonprofit staff are up to date on the latest Salesforce platform features and best practices?
Choose 2 answers
Answer: A,C
Explanation:
To keep nonprofit staff up to date on the latest Salesforce platform features and best practices, the following resources are recommended:
Trailhead:
Trailhead is Salesforce's free, interactive learning platform. It offers modules, projects, and trails that cover new features, best practices, and hands-on activities to help users learn and apply Salesforce skills.
Regularly check Trailhead for new content related to Salesforce updates and best practices.
Power of Us Hub:
The Power of Us Hub is an online community specifically for Salesforce.org users, including nonprofits. It provides a wealth of resources, discussions, and updates about Nonprofit Cloud and related Salesforce features.
Join the Power of Us Hub to stay informed about new features, best practices, and upcoming releases.
Trailhead: trailhead.salesforce.com
Power of Us Hub: powerofus.force.com
NEW QUESTION # 142
A nonprofit organization is using Cases in Salesforce for case management with its clients. The nonprofit organization wants to relate Cases for the same client to each other. How should the consultant advise the organization?
Answer: A
Explanation:
Using Case Hierarchy is the best way to relate Cases for the same client to each other in Salesforce. This allows the organization to see the connection between various Cases and manage them effectively. Here's how to set it up:
Enable Case Hierarchy:
Ensure that the Case Hierarchy feature is enabled in your Salesforce org. This is typically enabled by default.
Create Parent and Child Cases:
When creating or editing a Case, you can specify a parent Case using the "Parent Case" lookup field.
For each new Case related to the same client, select the main Case as the parent.
View Case Hierarchy:
On the Case record page, click on "View Hierarchy" to see all related Cases in a hierarchical view.
This allows you to easily track and manage all Cases related to a specific client.
By using Case Hierarchy, you can maintain a clear structure of all Cases related to a client and ensure they are appropriately connected and managed.
"Case Hierarchies" from Salesforce Help: Case Hierarchies
"Managing Cases in NPSP" from Salesforce.org: Case Management
NEW QUESTION # 143
The vice president of development of a nonprofit organization wants to be able to review giving in the pipeline at a high level, and track the organization's process towards finding new potential donors. The VP also wants to track program metrics as compared to donor histories. What should the consultant advise?
Answer: D
Explanation:
To address the VP of development's needs:
Review Existing Dashboard: Start by reviewing the existing components on the NPSP Development Forecasting dashboard. This provides a high-level view of the current giving pipeline.
Create Additional Reports: Develop new reports to track program metrics and compare them to donor histories. These new reports should capture the necessary program data.
Edit Dashboard: Modify the existing dashboard to include the new components that reflect the additional program data and metrics.
This approach leverages the existing infrastructure and enhances it to meet the organization's specific needs.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Customizing Dashboards in NPSP
NEW QUESTION # 144
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