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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation Strategies and Best Practices | - Project Delivery
| |
| Topic 2: Integration and Data Management | 15% | - Data Handling
|
| Topic 3: Solution Design | 20% | - Architecture Design
|
| Topic 4: Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Topic 5: Analytics | 5% | - Reporting and Insights
|
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NEW QUESTION # 111
A large nonprofit is a social enterprise that functions like a for-profit corporation. The funding the nonprofit tracks in Salesforce only comes from corporations. The nonprofit needs to manage Leads and track its Opportunity pipeline.
Which account model should the consultant recommend'
Answer: D
Explanation:
For a large nonprofit that functions like a for-profit corporation and tracks funding exclusively from corporations, the Standard Account Model without NPSP is the most suitable choice. This model allows the nonprofit to manage Leads and track its Opportunity pipeline effectively, focusing on corporate accounts.
Benefits of the Standard Account Model:
Simplicity: The Standard Account Model is straightforward and designed for organizations that do not need the additional features provided by NPSP.
Corporate Focus: It is well-suited for managing corporate accounts and opportunities without the additional complexities of individual or household account models.
Steps to Implement:
Set Up Standard Account Model:
Use the default Salesforce setup for Accounts, Contacts, Leads, and Opportunities.
Customize as Needed:
Customize the standard objects and fields to align with the nonprofit's specific requirements for tracking corporate funding.
Salesforce Standard Account Model Documentation
Salesforce Trailhead: Manage Accounts and Opportunities
NEW QUESTION # 112
A nonprofit on Unlimited Edition uses direct mail extensively as a fundraising channel. The nonprofit wants to automate the search for duplicate contact records.
What should the consultant recommend implementing?
Answer: D
Explanation:
For a nonprofit using direct mail extensively and needing to automate the search for duplicate contact records, the consultant should recommend implementing Duplicate Jobs. Here's why:
Duplicate Jobs:
Duplicate Jobs allow organizations to run deduplication processes on a schedule, ensuring that the data remains clean and free from duplicates.
This feature can be configured to find and merge duplicate contacts based on predefined matching rules.
It helps maintain data quality by regularly identifying and managing duplicate records, which is essential for effective direct mail campaigns.
Salesforce Duplicate Management Documentation
Salesforce Nonprofit Success Pack Duplicate Management Guide
NEW QUESTION # 113
A nonprofit using NPSP wants to track fundraising, courses, and training participation in Salesforce.
What should the consultant discuss with the nonprofit?
Answer: B
Explanation:
The Program Management Module (PMM) in Salesforce is designed to help nonprofits manage their programs and services, including tracking participation in courses and training. PMM provides the necessary tools and features to capture and report on the various activities and outcomes associated with the programs run by the nonprofit.
Key Features:
Service Delivery Tracking: PMM allows for detailed tracking of services provided, including courses and training sessions.
Customizable Program Management: Nonprofits can configure PMM to meet their specific needs for managing programs and tracking participant engagement.
Steps to Implement PMM:
Install PMM:
Go to the Salesforce AppExchange and install the Program Management Module.
Set Up Programs and Services:
Define programs and related services within PMM to reflect the courses and training offerings.
Track Participation:
Use the PMM features to log and manage participant data, track attendance, and monitor outcomes.
Salesforce Program Management Module Documentation
Salesforce Trailhead: Program Management for Nonprofits
Note: While the Education Data Architecture (EDA) is tailored for educational institutions and managing student data, it is not specifically designed for nonprofits focusing on fundraising and program management like NPSP and PMM. Therefore, PMM is the more appropriate solution for tracking courses and training participation alongside fundraising activities in a nonprofit context.
NEW QUESTION # 114
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'?
Answer: C
Explanation:
To ensure that a subset of users can fully access the government-issued personal identification numbers stored in encrypted fields on Contact records, you must enable the "View Encrypted Data" permission in a permission set. This permission allows users to see the actual encrypted data instead of a masked value.
Steps to Enable:
Create or Edit a Permission Set:
Navigate to Setup -> Permission Sets.
Create a new permission set or edit an existing one.
Enable View Encrypted Data:
In the permission set, go to System Permissions.
Enable the "View Encrypted Data" permission.
Assign Permission Set:
Assign the permission set to the appropriate users who need to access the encrypted data.
Salesforce Help: Encrypt Custom Fields
Salesforce Trailhead: Data Security and Encryption
NEW QUESTION # 115
A nonprofit admin notices the nightly NPSP batch jobs are suddenly taking significantly longer to complete than they did a month earlier.
What are two factors the consultant should tell the system admin to consider?
Choose 2 answers
Answer: B,C
Explanation:
If the nightly NPSP batch jobs are taking significantly longer to complete, the system admin should consider the following factors:
A New Standard Roll-Up Summary Field Was Added to an Object:
Adding new roll-up summary fields can increase the processing time for batch jobs.
These fields require calculations that aggregate data, which can slow down batch processing, especially if they are based on high-volume objects.
A New Customizable Rollup Was Added in NPSP Settings:
Customizable rollups allow for complex aggregations and summaries across various objects.
Adding new rollups increases the processing workload for nightly batch jobs, leading to longer completion times.
Review and optimize the rollup settings to balance performance with data aggregation needs.
By considering these factors, the system admin can identify and address the root causes of increased batch job processing times.
Salesforce NPSP Documentation: Customizable Rollups
Salesforce Documentation: Roll-Up Summary Fields
NEW QUESTION # 116
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