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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: NPSP Configuration and Development | 25% | - NPSP Settings and Preferences - Account Model Configuration - Contacts and Households - Data Model Design for Nonprofits - Affiliations Configuration - Relationships Management |
| Topic 2: Analytics and Reporting | 15% | - Rollup Summary Fields - Success Metrics Definition - Reports and Dashboards for Nonprofits - Custom Report Types - Nonprofit Reporting Templates |
| Topic 3: Donations and Fundraising Management | 20% | - Payment Methods and Processing - Donation Management - Opportunity and GAU Configuration - Donations Batch Processing - Grant Management - Recurring Donations (Recurring GAU) |
| Topic 4: Constituent Management | 20% | - Contact and Organization Records - Relationships and Groupings - Household Management - Affiliations and Memberships - Segmentations and Campaigns |
| Topic 5: Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - Requirements Gathering - Data Migration Strategies - Integration with External Systems - NPSP Best Practices - User Adoption and Training Planning |
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NEW QUESTION # 138
A nonprofit using NPSP wants to track all donations that go to a designated fund.
How should a consultant meet this requirement?
Answer: B
Explanation:
To track all donations that go to a designated fund, the consultant should create a GAU Allocation record for the designated fund. Here's why:
GAU Allocation Record:
General Accounting Units (GAUs) are used in NPSP to allocate portions of donations to specific funds or purposes.
Creating a GAU Allocation record allows the nonprofit to specify the amount of each donation that should be allocated to the designated fund, ensuring accurate tracking and reporting.
Salesforce NPSP Documentation on General Accounting Units (GAUs)
Salesforce Nonprofit Success Pack GAU Allocation Guide
NEW QUESTION # 139
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?
Answer: C
Explanation:
Before upgrading from version 2 to version 3 of NPSP, the consultant should:
Run NPSP Health Check: This tool identifies potential issues in the current NPSP configuration, including deprecated fields, custom objects, and other configurations that might cause problems during the upgrade.
Running NPSP Health Check ensures that the upgrade process goes smoothly by addressing any issues beforehand.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Upgrading NPSP
NEW QUESTION # 140
A nonprofit needs to track key information for grants it applies for and receives, such as deadline dates, activity completion dates, and descriptions. In addition, the nonprofit wants to track actions completed and view the next deadline date on the Opportunity.
Which feature should the consultant recommend?
Answer: C
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/nonprofit-success-pack-administration-basics/understand-the-npsp-data-model For nonprofits needing to track key information related to grants, such as deadline dates, activity completion dates, and descriptions, Deliverables within Salesforce are the recommended feature. Deliverables allow nonprofits to create and manage detailed records of grant-related activities, set deadlines, and monitor progress directly on the Opportunity object.
Steps:
Enable Deliverables in Salesforce.
Create Deliverable records to track grant-related tasks, deadlines, and activities.
Configure Deliverables to display the next deadline date on the Opportunity.
Use reports and dashboards to monitor the status and progress of grant-related activities.
CertGod Nonprofit Cloud Consultant Guide: Recommends using Deliverables for tracking detailed grant information and deadlines.
Salesforce Documentation on Deliverables: Provides setup instructions and usage guidelines.
NEW QUESTION # 141
A nonprofit's system admin has seen this error message multiple times:
Npsp,TDTMCContact:execution of AfterUpdate caused by : System,SObjectException:Invalid field gender_c Contect (npsp) How should the admin troubleshoot this?
Answer: A
Explanation:
To troubleshoot the error message "Npsp,TDTMCContact
of AfterUpdate caused by : System,SObjectException
field gender_c Contact (npsp)," the admin should:
Check for Invalid Values:
The error indicates that there might be invalid values in the gender field on Contact records.
Review the values in the gender field across the Contact records to ensure they conform to the expected values (e.g., Male, Female, Non-binary).
Steps to Verify and Correct Values:
Use Salesforce reports or data export tools to extract Contact records with gender values.
Check for any discrepancies or invalid entries.
Correct the invalid values by updating the records with appropriate values.
Review Field Mappings and Settings:
Ensure that any field mappings related to the gender field in Relationship settings or Reciprocal Relationships are correctly configured.
By ensuring the gender field values are valid, the admin can resolve the error and ensure smooth execution of the after-update trigger.
Salesforce Help: Managing Custom Fields
Nonprofit Success Pack (NPSP) Documentation: Relationship and Gender Field Settings
NEW QUESTION # 142
A nonprofit organization is using a free trial of Nonprofit Cloud and engages with a consultant to do some custom configuration work. The consultant starts to gather requirements and look at the overall design. Which two things should the consultant know about the trial experiences available on the Salesforce.org website?
Answer: B,D
Explanation:
Understanding the trial experiences available on the Salesforce.org website is crucial for setting expectations and planning custom configuration work. Here's detailed information about the trial options:
Available Trial Experiences:
Lightning Enterprise: This option provides a standard Salesforce Lightning Enterprise edition, suitable for exploring core CRM capabilities.
Lightning Enterprise + NPSP: This trial includes the Nonprofit Success Pack (NPSP) on top of the Lightning Enterprise edition, tailored specifically for nonprofit needs.
Free Trial Period:
The free trial period for Salesforce.org trials is 30 days. This provides enough time to explore features, gather requirements, and conduct initial custom configuration work.
Why Not Other Options:
Option A: While free licenses may be available for qualified customers, this is separate from the trial experience and not universally applicable.
Option D: The trial orgs provided by Salesforce.org are typically not Developer Edition orgs but are configured to showcase the Enterprise capabilities with or without NPSP.
By knowing that the trial choices include Lightning Enterprise or Lightning Enterprise + NPSP and that the free trial period is for 30 days, the consultant can effectively plan and execute the initial phases of the project.
Salesforce.org Trial Experiences Information
Salesforce Nonprofit Success Pack (NPSP) Documentation
NEW QUESTION # 143
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