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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: NPSP Configuration and Development | 25% | - Affiliations Configuration - Account Model Configuration - NPSP Settings and Preferences - Data Model Design for Nonprofits - Relationships Management - Contacts and Households |
| Topic 2: Constituent Management | 20% | - Affiliations and Memberships - Segmentations and Campaigns - Household Management - Contact and Organization Records - Relationships and Groupings |
| Topic 3: Donations and Fundraising Management | 20% | - Recurring Donations (Recurring GAU) - Grant Management - Donation Management - Payment Methods and Processing - Donations Batch Processing - Opportunity and GAU Configuration |
| Topic 4: Solution Design and Implementation | 20% | - NPSP Best Practices - Integration with External Systems - Data Migration Strategies - Requirements Gathering - User Adoption and Training Planning - Customization vs Configuration Decisions |
| Topic 5: Analytics and Reporting | 15% | - Success Metrics Definition - Rollup Summary Fields - Custom Report Types - Nonprofit Reporting Templates - Reports and Dashboards for Nonprofits |
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NEW QUESTION # 170
A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.
What should the consultant advise to capture this in Salesforce?
Answer: B
Explanation:
To capture information for grants and easily access previous grant details, the following setup can be used in Salesforce:
Previous Grant/Gift Opportunity Lookup Field:
Add a lookup field on the Opportunity object called "Previous Grant/Gift Opportunity".
When creating a new grant Opportunity, fill in this field with the previous grant's Opportunity record.
Is Grant Renewal Checkbox:
Add a checkbox field on the Opportunity object called "Is Grant Renewal".
Check this box for Opportunities that are renewals of previous grants.
Grant Tracking and Reporting:
This setup allows easy tracking of grant renewals and provides a straightforward way to report on grants and their renewals.
Use reports and dashboards to summarize and analyze grant data, including renewals.
By linking each renewal grant to the original grant Opportunity, you maintain a clear record of the grant history, making it easy to access previous grant information and analyze grant renewals.
"Grant Management Best Practices" from Salesforce Help: Grant Management
"Nonprofit Success Pack Grant Management" from Salesforce.org: NPSP Grant Management
NEW QUESTION # 171
A nonprofit receives grants so it can offer scholarships to students who attend the nonprofit*s community training programs.
Answer: C
Explanation:
To track grants, scholarships, and training programs in Salesforce for a nonprofit, you should use a combination of the Program Management Module (PMM), Outbound Funds Module (OFM), and Education Data Architecture (EDA). Here's how to set it up:
Track Grants with PMM:
Use the Program Management Module to manage the grants your nonprofit receives.
Create Program records for each grant and link them to the related donor accounts.
Track details such as grant amount, application status, and reporting requirements using custom fields or standard fields in PMM.
Track Scholarships with OFM:
Install and configure the Outbound Funds Module to manage scholarships.
Create Funding Programs for different types of scholarships.
Use the Funding Requests object to track individual scholarship applications and awards, linking them to the recipients (Contacts).
Track Training Programs with EDA:
Implement the Education Data Architecture to manage training programs.
Create Program records for each training program.
Use the Course Connections object to link participants (Contacts) to the training programs and track their progress.
Integrate and Report:
Use Salesforce's reporting tools to create integrated reports across these modules.
For example, you can create a report that shows the total grants received, scholarships awarded, and participants enrolled in training programs.
Salesforce Program Management Module Documentation: PMM Documentation.
Salesforce Outbound Funds Module Documentation: OFM Documentation.
Salesforce Education Data Architecture Documentation: EDA Documentation.
NEW QUESTION # 172
A nonprofit runs a workforce development program for its clients. Job seekers contact the nonprofit via phone, web, and email. The nonprofit wants to track each engagement separately from start to finish. The nonprofit needs to assign job seekers to case managers.
What solution should the consultant propose?
Answer: B
Explanation:
For tracking job seeker engagements and assigning them to case managers:
Enable web-to-case: This allows job seekers to submit inquiries via web forms, which automatically create cases in Salesforce.
Customize cases: Modify the case object to track specific engagement details from start to finish.
Assignment rules: Set up rules to automatically assign cases (job seekers) to appropriate case managers based on predefined criteria (e.g., job seeker's needs, case manager's workload).
This solution provides a structured way to handle multiple engagement channels (phone, web, email) and ensures that each job seeker is assigned a case manager for personalized support.
Salesforce Help: Setting Up Web-to-Case
Salesforce Trailhead: Service Cloud for Nonprofits
NEW QUESTION # 173
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: A
Explanation:
To ensure a subset of org users can fully access the government-issued personal identification number stored in an encrypted field on Contact records, the consultant should enable the "View Encrypted Data" system permission on a Permission Set:
View Encrypted Data System Permission:
This permission allows users to view the full unmasked value of encrypted fields.
It is necessary for users who need to access sensitive data stored in encrypted fields.
Steps to Enable the Permission:
Create or update a Permission Set in Salesforce.
Enable the "View Encrypted Data" permission in the System Permissions section of the Permission Set.
Assign the Permission Set to the appropriate subset of users who require access to the encrypted data.
Security Considerations:
Ensure that only trusted and authorized users are granted this permission due to the sensitive nature of the data.
Regularly review and audit Permission Set assignments to maintain security and compliance.
By enabling the "View Encrypted Data" permission, the nonprofit ensures that authorized users can access sensitive data as needed for their roles.
Salesforce Help: View Encrypted Data Permission
Salesforce Security Documentation
NEW QUESTION # 174
i. A Salesforce admin changes an Engagement Plan Template as requested by the development team. The development manager expects to see the changes reflected on an existing Engagement Plan using that Template on a campaign.
Why is the development manager unable to see the Template changes?
Answer: D
Explanation:
Changes to Engagement Plan Templates in Salesforce only affect newly created Engagement Plans. Here's why:
Template Changes Application:
When an Engagement Plan Template is modified, the changes are not retroactively applied to existing Engagement Plans. Only new plans created after the modification will reflect the changes.
Create New Engagement Plans:
For the development manager to see the changes, new Engagement Plans need to be created using the updated template. Existing plans will retain the configuration they had at the time of creation.
Communicate Changes:
Inform relevant stakeholders about this behavior to manage expectations and plan accordingly. Consider cloning existing Engagement Plans if updates are necessary, applying the new template configurations.
Review Documentation:
Refer to Salesforce documentation on Engagement Plans for detailed information on how templates and plan instances work.
Salesforce Engagement Plan Documentation
Salesforce Nonprofit Success Pack (NPSP) Resources
Salesforce Trailhead: Configure Nonprofit Success Pack Engagement Plans
NEW QUESTION # 175
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