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| Section | Weight | Objectives |
|---|---|---|
| Implementation Strategies and Best Practices | 20% | - Identify the appropriate solution for a given scenario
|
| Constituent Engagement | 8% | - Explain strategies for constituent engagement
|
| Marketing and Engagement | 12% | - Design and implement engagement strategies
|
| Domain Expertise | 10% | - Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
|
| Analytics and Reporting | 15% | - Explain reporting and dashboard strategies
|
| Program and Service Delivery | 15% | - Configure and implement program management
|
| Fundraising | 20% | - Explain the data model and functionality for fundraising
|
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NEW QUESTION # 26
A user at a nonprofit is trying to run a mailing list report on a campaign using the NPSP Household Mailing List button. They receive an error saying, "the data you are trying to access is unavailable." The button works as expected for the system administrator. What should the consultant advise to troubleshoot the issue?
Answer: C
Explanation:
The Household Mailing List button in NPSP is a specialized feature that triggers a specific report template to deduplicate contacts by household. When a user receives an "unavailable" error for a report that works for an Admin, it is almost always a folder or report-level permission issue.
Troubleshooting the Permission:
* Report Storage: NPSP stores its standard report templates (including the one used by the mailing list button) in a specific folder, usually titled NPSP Campaign Reports or NPSP Household Reports.
* Folder Sharing: If this folder is a "Public" folder but the user's profile does not have the View Reports in Public Folders system permission, the user will be unable to see or run the report that the button is trying to call.
* The Error Message: The "data is unavailable" error is the standard Salesforce response when a user tries to access a report ID that resides in a folder they do not have the rights to see.
* The Fix: The consultant should check the user's Profile or Permission Set to ensure "View Reports in Public Folders" is checked, or ensure the specific folder is shared with the user's Role or Public Group.
Why other options are incorrect:
* Apex Access (Option D): While "Manage Households" is a feature, the mailing list button specifically calls a Report, not a custom Visualforce or Apex interface that requires specific class security.
* Campaign ID Filter (Option C): If the filter were locked, the report would still run; it would just show the wrong data or an error within the report, rather than a "data unavailable" message.
NEW QUESTION # 27
The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation.
The development director wants a report to show who the solicitor is for each donor. Which report type does the system admin need to use to create the requested report?
Answer: D
Explanation:
In NPSP, soft credits are fundamentally based on the Opportunity Contact Role (OCR) object. Even if
"Partial Soft Credits" are used for splitting a gift, the primary mechanism for attributing a "Solicitor" to a donation is assigning them a specific role on the Opportunity.
Reporting Logic:
* The Junction: The Opportunity Contact Role acts as the bridge between the Opportunity (the donation) and the Contact (the solicitor).
* Standard Report Type: The standard report type Opportunities with Contact Roles allows the user to see the donor (the Account) and all related contacts who have a role on that gift.
* Filtering: The Admin can filter this report by the "Role" field (e.g., Role EQUALS Solicitor). This surfaces exactly who the solicitor was for every donor's transaction.
Why other options are incorrect:
* Option D: Partial Soft Credits is a more complex object used when multiple people get different dollar amounts of credit for a single gift. For a standard report showing "who the solicitor is," the Contact Role is the simpler and more standard starting point.
* Option A: Relationships track person-to-person ties (like "Spouse" or "Coworker"), not who influenced a specific financial transaction.
* Option B: This focuses on the Household structure rather than the individual donation influence history.
NEW QUESTION # 28
A nonprofit using NPSP performs m-person case management for new and existing clients in the field. When case managers return to the office, they need to enter over 100 contacts from a spreadsheet, and then create a Case for each.
What should the consultant recommend to meet the requirement?
Answer: C
Explanation:
For entering a large number of contacts from a spreadsheet and creating related cases for each contact, the NPSP Data Importer is the best tool. It allows for configuring upserts (updates or inserts) for Contacts and linking them to related records such as Cases.
Steps:
* Prepare the spreadsheet with the necessary data for Contacts and Cases, ensuring all required fields are included.
* Open the NPSP Data Importer in Salesforce.
* Map the fields in the spreadsheet to the appropriate Salesforce fields for Contacts and Cases.
* Configure the importer to upsert Contacts and create related Cases based on the spreadsheet data.
* Run the import process and verify the data in Salesforce to ensure all Contacts and Cases are correctly created and linked.
References:
CertGod Nonprofit Cloud Consultant Guide: Describes the use of the NPSP Data Importer for bulk data operations and linking related records.
Salesforce Documentation on NPSP Data Importer: Provides instructions on setting up and using the Data Importer for complex data migrations.
NEW QUESTION # 29
A consultant is working on a data migration to NPSP that includes tens of millions of records across many objects. The migration needs to take place over a weekend to minimize system downtime.
What should the consultant recommend?
Answer: A
NEW QUESTION # 30
Which two objects in the Program Management Module are directly connected to objects in Nonprofit Cloud Case Management?
Choose 2 answers
Answer: B,D
Explanation:
The PMM has two main objects - Programs and Services - and several objects that connect those objects together with contacts and household accounts In the Program Management Module (PMM), the objects that are directly connected to objects in Nonprofit Cloud Case Management are:
Case:
Cases in Nonprofit Cloud Case Management are used to track client issues and support needs.
They can be directly related to program participants and services provided, allowing for comprehensive case management.
Service Delivery:
Service Deliveries represent the specific services provided to clients, such as counseling sessions, classes, or other forms of assistance.
They are essential for tracking the outcomes and effectiveness of the nonprofit's programs and are directly connected to case management processes.
Reference:
Salesforce Nonprofit Cloud Case Management Guide
Salesforce Program Management Module (PMM) Documentation
NEW QUESTION # 31
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