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| Section | Weight | Objectives |
|---|---|---|
| Solution Design and Implementation | 20% | - User Adoption and Training Planning - NPSP Best Practices - Customization vs Configuration Decisions - Integration with External Systems - Requirements Gathering - Data Migration Strategies |
| Analytics and Reporting | 15% | - Nonprofit Reporting Templates - Rollup Summary Fields - Custom Report Types - Success Metrics Definition - Reports and Dashboards for Nonprofits |
| Constituent Management | 20% | - Relationships and Groupings - Contact and Organization Records - Household Management - Affiliations and Memberships - Segmentations and Campaigns |
| NPSP Configuration and Development | 25% | - Affiliations Configuration - Data Model Design for Nonprofits - Account Model Configuration - Relationships Management - NPSP Settings and Preferences - Contacts and Households |
| Donations and Fundraising Management | 20% | - Payment Methods and Processing - Grant Management - Donation Management - Recurring Donations (Recurring GAU) - Opportunity and GAU Configuration - Donations Batch Processing |
この驚くほど高く受け入れられている試験に適合するには、NP-Con-101学習教材のような上位の実践教材で準備する必要があります。彼らは時間とお金の面で最良の選択です。この試験について決心している限り、その職業は疑う余地がないことを理解できます。そして、彼らの職業はNP-Con-101トレーニング準備で徹底的に表現されています。彼らはNP-Con-101試験の本当の知識をつかみ、忘れられない経験をするのに非常に役立ちます。この小さなメリットをお見逃しなく。
質問 # 78
A nonprofit wants to collect information online about volunteers who are new to the nonprofit, including names and contact details, skill sets, and availability. The nonprofit already uses NPSP and Volunteers for Salesforce and wants to create a report with this information.
What are two ways the consultant can meet the requirement?
Choose 2 answers
正解:B、D
解説:
To collect information online about new volunteers, including names, contact details, skill sets, and availability, and create a report with this information, the following solutions are recommended:
Collect Contact Information During Job Sign Up:
Use the Job Listings feature in Volunteers for Salesforce to capture volunteer information during the job sign-up process.
Ensure that the sign-up form includes fields for contact details, skill sets, and availability.
Steps to Set Up Job Listings:
Navigate to the Volunteers for Salesforce setup.
Configure job listings and ensure the sign-up forms capture all necessary information.
Add the Volunteer Sign Up Form to the Nonprofit's Website:
Create a Volunteer Sign Up form and embed it on the nonprofit's website.
Use the Volunteers for Salesforce Web-to-Volunteer feature to automatically capture and create records in Salesforce.
Steps to Set Up Web-to-Volunteer:
Go to Volunteers for Salesforce settings.
Set up the Web-to-Volunteer form with the required fields.
Embed the form on the nonprofit's website.
These methods ensure that all relevant volunteer information is captured and stored in Salesforce, allowing for easy reporting and management.
Volunteers for Salesforce Documentation
Salesforce Help: Setting Up Web-to-Volunteer Forms
Top of Form
Bottom of Form
質問 # 79
A member of the donation processing team wants to set up different batch data input configurations for different donation types.
Which feature should the consultant recommend to make processing different donation batches consistent?
正解:C
解説:
https://powerofus.force.com/s/article/NPSP-Configure-Gift-Entry
Gift Entry Templates in NPSP allow for the configuration of different batch data input settings for various types of donations. This feature ensures consistency and efficiency in processing different donation batches.
Steps:
Access the Gift Entry Templates in NPSP.
Create a new template for each type of donation batch that needs to be processed.
Configure the fields and layout for each template to match the specific data requirements of each donation type.
Save and publish the templates.
Use the templates when processing donation batches to ensure consistent data entry and processing.
CertGod Nonprofit Cloud Consultant Guide: Recommends using Gift Entry Templates for managing different donation types and ensuring consistent data processing.
Salesforce Documentation on Gift Entry Templates: Provides detailed instructions on creating and using Gift Entry Templates in NPSP.
質問 # 80
A fundraising associate needs to print mailing labels for the latest direct mail campaign to families who give to the nonprofit organization. The organization uses the Household Account model with Address Management.
Which object and address field should the associate use when building the report?
正解:C
解説:
For generating mailing labels for a direct mail campaign in Salesforce Nonprofit Cloud, it's essential to use the correct object and address field, especially when the organization employs the Household Account model with Address Management. Here's a detailed explanation:
Understanding Household Account Model:
The Household Account model in Salesforce Nonprofit Cloud groups related contacts under a single account, representing a household. This model helps nonprofits manage donor relationships effectively.
Scenario Explanation:
The fundraising associate needs to print mailing labels for families who give to the organization. The key is to pull the correct address for each family.
Steps to Build the Report:
Choose the Contact Object: In Salesforce, the Contact object holds individual donor details, including their addresses. When using the Household Account model, the address information is managed at the contact level.
Select the Mailing Address Field:
Navigate to Reports in Salesforce and create a new report based on the Contacts & Accounts report type.
Include the necessary fields such as Contact Name and Mailing Address.
Filter for Donors: Apply filters to ensure you are only including contacts who are donors. This can be based on donation history or related opportunities.
Format for Mailing Labels: Adjust the report format to ensure it can be used for mailing labels. This might involve creating a custom report format or exporting the data for use in an external mailing label tool.
Why Not Other Options:
Option A: Using the Account object and Billing Address is inappropriate because the Billing Address often pertains to the primary address for account records, which might not accurately reflect the household mailing address.
Option B: Contact's Other Address field is typically used for secondary addresses and not the primary mailing address.
Option C: Account's Shipping Address is also less relevant for mailing labels within the context of Household Account models where individual contact addresses are used.
By using the Contact object and the Mailing Address field, the fundraising associate can ensure that the mailing labels are accurate and reflect the correct addresses for each donor family.
Salesforce Nonprofit Cloud Documentation on Household Account Model
Salesforce Reports and Dashboards Guide
質問 # 81
A nonprofit has employed a contract developer for work involving objects that contain personal and personally identifiable information. The contractor is working in a full copy sandbox.
What should the consultant recommend to ensure the contractor is unable to access this sensitive data?
正解:A
解説:
https://trailhead.salesforce.com/en/content/learn/modules/salesforce-data-mask/understand-the-importance-of-data-privacy Salesforce Data Mask is the recommended solution to ensure the contractor is unable to access sensitive data in a full copy sandbox. Data Mask is designed to secure sensitive data in sandboxes by masking or obfuscating it, thereby preventing unauthorized access.
Salesforce Data Mask Overview:
Salesforce Data Mask allows you to obfuscate sensitive data in sandboxes, ensuring that real data is not exposed.
It provides various masking options, including anonymization, pseudonymization, and deletion.
Implementation Steps:
Install Salesforce Data Mask from the Salesforce AppExchange.
Configure the masking rules for the fields that contain sensitive information. You can choose the appropriate masking technique based on your needs (e.g., random characters, fixed characters, or deletion).
Apply the masking rules to the full copy sandbox where the contractor will be working.
Benefits of Using Data Mask:
Security: Ensures sensitive data is not exposed in non-production environments.
Compliance: Helps meet regulatory and compliance requirements by protecting personal and personally identifiable information.
Flexibility: Allows you to define specific rules for different types of data and fields.
CertGod Nonprofit Cloud Consultant study guide: "Implement Salesforce Data Mask and mask the sensitive data".
質問 # 82
A nonprofit wants to integrate its existing proprietary event management system with Salesforce. The nonprofit wants to automatically send event and attendee data from its external system and create Campaigns and Campaign Members in Salesforce on a daily basis.
What should the consultant recommend?
正解:B
解説:
To integrate an existing proprietary event management system with Salesforce and automatically send event and attendee data daily, the consultant should recommend using a middleware tool. Middleware tools facilitate the integration between different systems, enabling seamless data transfer and synchronization.
Key Benefits:
Automation: Middleware tools can automate data transfers, ensuring that event and attendee data is regularly updated in Salesforce.
Customization: Middleware solutions offer customizable integration workflows to meet specific business requirements.
Steps to Implement:
Select a Middleware Tool:
Choose a middleware tool that supports integration with both the proprietary event management system and Salesforce (e.g., MuleSoft, Zapier, or Dell Boomi).
Configure Integration:
Set up the integration workflows in the middleware tool to map data fields between the event management system and Salesforce.
Schedule the data transfers to occur daily, ensuring that event and attendee data is consistently updated.
Salesforce Integration Patterns and Best Practices
Middleware Tool Documentation (e.g., MuleSoft, Zapier, Dell Boomi)
質問 # 83
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