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| Section | Objectives |
|---|---|
| Constituent Management | - Account and contact data model for nonprofit organizations - Constituent engagement and segmentation |
| Reporting and Insights | - Reports and dashboards for nonprofit KPIs - Outcome measurement and analytics |
| Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
| Data Management and Security | - Data model design and governance - Security, access, and compliance |
| Case and Service Management | - Case management for client services - Service delivery workflows |
| Program Management | - Program and service delivery tracking - Program lifecycle management |
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問題 #155
A Salesforce admin would like to report on data from Marketing Cloud using Salesforce reports. The organization's Marketing Cloud instance is using Marketing Cloud Connect. Tracking is enabled.
Which type of data is available for reporting using Salesforce reports?
答案：C
問題 #156
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?
答案：D
解題說明：
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.
問題 #157
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?1
答案：B
解題說明：
In Salesforce, sensitive data like Social Security Numbers or Tax IDs is often protected using Classic Encryption or Shield Platform Encryption. When a field is encrypted, it appears as masked (e.g., XXXX- XX-1234) to most users, even if they have "Read" access to the Contact object.
To allow a specific subset of users (such as the HR Director or a high-level Compliance Officer) to see the actual, unmasked data, the View Encrypted Data system permission must be utilized.
Step-by-Step Implementation:
* Create a Permission Set: The consultant should create a specific Permission Set named "PII Access" or similar.
* Enable System Permission: Under the System Permissions section of the Permission Set, the consultant must locate and check the box for View Encrypted Data.
* Assign to Users: This Permission Set is then assigned only to the specific users who require access to the sensitive identification numbers.
* Security Principle: This follows the "Principle of Least Privilege." Users with this permission can see the data in plain text in reports, list views, and record pages, while all other users see the masked version.
Why other options are incorrect:
* View All Data (Option A): This is a very broad and dangerous permission that grants access to almost all data in the org, but even "View All Data" does not automatically unmask encrypted fields unless View Encrypted Data is also present.
* Manage Encryption Keys (Option B): This is a highly technical administrative permission for managing the security certificates and keys; it does not grant the ability to view field data.
* View All Contacts (Option D): This provides object-level visibility but respects field-level security and masking.
問題 #158
A consultant is tasked with implementing NPSP for a UK-based nonprofit. One of their requirements is to localize the US-focused labels of some NPSP fields, such as replacing all references to Organization with Organisation.
What should the consultant do to meet the requirement?
答案：B
解題說明：
To localize the US-focused labels of some NPSP fields for a UK-based nonprofit, such as replacing "Organization" with "Organisation," the consultant should activate English (UK) in Language Settings. Here's why:
Activate English (UK):
Salesforce supports multiple languages and localizations, including English (UK), which provides localized labels for standard fields and objects.
By activating English (UK), the system will automatically use British English conventions, replacing US-centric terms with UK equivalents.
This is a straightforward and efficient method to localize field labels without the need for custom development or manual label changes.
Reference:
Salesforce Language Settings Documentation
Salesforce Localization and Translation Guide
問題 #159
A nonprofit organization is evaluating how its inbound revenue will map to Nonprofit Cloud. The organization's inbound grant and major donor stewardship processes are closely aligned.
What are components of both these processes that the organization would track in Salesforce?
答案：C
問題 #160
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