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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Constituent Engagement | 8% | - Explain strategies for constituent engagement
|
| Topic 2: Fundraising | 20% | - Configure and implement fundraising features
|
| Topic 3: Program and Service Delivery | 15% | - Configure and implement program management
|
| Topic 4: Analytics and Reporting | 15% | - Explain reporting and dashboard strategies
|
| Topic 5: Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
|
| Topic 6: Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
|
| Topic 7: Domain Expertise | 10% | - Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
|
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NEW QUESTION # 128
A nonprofit plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records.
How can the consultant change the configuration to meet this requirement?
Answer: D
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/program-management-with-nonprofit-cloud/manage- nonprofit-programs-with-salesforce?trail_id=manage-programs-with-nonprofit-cloud To allow case managers to create and edit service delivery records in the Program Management Module (PMM), you should assign the appropriate permissions through Permission Sets. Permission Sets provide a way to grant specific permissions to users without changing their profiles, making it easier to manage access to certain functionalities.
Steps:
* Create a Permission Set:
* Navigate to Setup -> Permission Sets.
* Click "New" to create a new permission set.
* Grant Permissions:
* In the new permission set, go to Object Settings.
* Find and select "Service Deliveries."
* Grant "Create" and "Edit" permissions.
* Assign the Permission Set:
* Assign the newly created permission set to the case managers who need access to create and edit service delivery records.
References:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Permission Sets
NEW QUESTION # 129
A consultant wants to test out new Nonprofit Cloud features coming out in the upcoming Salesforce release in their customs..
Which action must the consultant take to do this?
Answer: D
NEW QUESTION # 130
A nonprofit processed a donation, and then the donor asked the nonprofit to also credit their spouse on that gift.
Assuming standard NP5P configuration, what should a consultant recommend to satisfy this request?
Answer: C
Explanation:
https://powerofus.force.com/s/article/NPSP-Configure-Automated-Soft-Credits#ariaid-title6 To automatically credit the spouse for a donation in NPSP, the consultant should recommend enabling Automatic Soft Credit for household members in the NPSP settings. This setting ensures that any donation made by a household member is automatically soft credited to other members of the household.
Steps to Enable:
Navigate to NPSP Settings:
Go to Setup -> NPSP Settings.
Enable Automatic Soft Credits:
Under Donations -> Soft Credits, enable the option for Automatic Soft Credit for Household Members.
Verify Soft Credits:
Check the Opportunity records to ensure that soft credits are correctly applied to household members.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Manage Soft Credits in Nonprofit Success Pack (NPSP) Top of Form Bottom of Form
NEW QUESTION # 131
How can a gift officer determine if an acknowledgment letter was sent for a donation?
Answer: B
Explanation:
To determine if an acknowledgment letter was sent for a donation, the best approach is to check the
"Acknowledgement Status" picklist value on the Opportunity object. Here's how you can do it:
* Navigate to the Opportunity Object:
* Go to the App Launcher and find Opportunities.
* Add the Acknowledgement Status Field:
* Ensure that the "Acknowledgement Status" field is included in the Opportunity page layout.
* Navigate to Setup.
* In the Object Manager, select Opportunity.
* Go to Page Layouts and add the "Acknowledgement Status" field to the relevant layout if it is not already there.
* Review the Acknowledgement Status:
* Open the Opportunity record for the donation in question.
* Look for the "Acknowledgement Status" field to see if it indicates that the acknowledgment letter has been sent.
* Automate Tracking (Optional):
* Use workflows or Process Builder to update the "Acknowledgement Status" automatically when certain conditions are met, such as when a task related to sending an acknowledgment letter is marked complete.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Acknowledgments Salesforce Trailhead: Opportunities and Donations
NEW QUESTION # 132
A nonprofit is loading 5 million donation history records into Salesforce from a payment processing system.
What should the consultant do to ensure the data load Is successful?
Answer: D
Explanation:
When loading a large volume of data, such as 5 million donation history records, into Salesforce, it is essential to temporarily disable TDTM (Trigger Handler Framework) to ensure the data load is successful. TDTM triggers can slow down or interrupt the data load process due to the large volume of records being processed.
Steps:
Go to Setup > Custom Metadata Types.
Select "Trigger Handlers."
For each trigger handler, uncheck the "Active" checkbox to temporarily disable it.
Perform the data load using Data Loader or another data import tool.
Once the data load is complete, re-enable the TDTM Trigger Handlers by checking the "Active" checkbox for each trigger handler.
Reference:
CertGod Nonprofit Cloud Consultant Guide: Advises on the importance of managing TDTM triggers during large data loads.
Salesforce Documentation on TDTM: Provides instructions on managing and disabling TDTM triggers.
NEW QUESTION # 133
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