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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation Strategies and Best Practices | - NPSP Configuration and Setup
| |
| Topic 2: Solution Design | 20% | - Architecture Design
|
| Topic 3: Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Topic 4: Integration and Data Management | 15% | - Data Handling
|
| Topic 5: Analytics | 5% | - Reporting and Insights
|
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NEW QUESTION # 58
A nonprofit organization has a lot of donors who give recurring donations. Some donors like to have their recurring donations by three times per year. What should the consultant advise?
Answer: A
Explanation:
For donors who prefer to have their recurring donations three times per year, follow these steps to create a custom installment period in NPSP:
Navigate to NPSP Settings:
Go to the App Launcher and search for "NPSP Settings".
Access Recurring Donations Settings:
In NPSP Settings, click on "Donations".
Select "Recurring Donations".
Create a Custom Installment Period:
Click on "Custom Installments".
Add a new custom installment period named "Tri-Yearly" or any other preferred name.
Define the specific details for this installment period, such as frequency and dates.
Add to Installment Picklist:
Ensure the new custom installment period is added to the Recurring Donation installment picklist.
Update existing recurring donations as needed to use the new installment period.
This customization allows the organization to accommodate donors who prefer tri-yearly installments.
Salesforce NPSP Documentation: Recurring Donations
Salesforce Trailhead: Recurring Donations in NPSP
NEW QUESTION # 59
A nonprofit needs to clean up large amounts of Contact address data from its street canvassing and telemarketing operations on a monthly basis.
What should the consultant use to standardize addresses in NPSP?
Answer: D
Explanation:
To standardize addresses in NPSP, especially when dealing with large amounts of Contact address data from street canvassing and telemarketing operations, the consultant should use Address Verification:
Enable Address Verification:
In Salesforce, navigate to the NPSP Settings.
Under "Address Management," enable Address Verification.
Configure the Address Verification settings according to the needs of the nonprofit.
Use Address Verification Service:
Utilize the integrated Address Verification service to standardize and validate addresses.
The service checks addresses against a reliable database, ensuring they are accurate and properly formatted.
Batch Processing:
For large amounts of data, set up batch processing to regularly verify and standardize addresses.
This can be scheduled to run monthly or as needed to keep the address data clean and accurate.
Review and Correct:
After verification, review any addresses flagged as incorrect or incomplete and make necessary corrections.
Using Address Verification helps ensure the nonprofit's address data is accurate and standardized, improving the quality of their data management.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Address Management Salesforce Help: Configuring Address Verification
NEW QUESTION # 60
The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total.
How can this be accomplished with NPSP using Account records for the grant making institution?
Answer: D
Explanation:
To track grant lifecycles using the Nonprofit Success Pack (NPSP), you can utilize a combination of Opportunities, Payments, Deliverables, and Activities. Here's how you can set this up:
Opportunities for Grants:
Create an Opportunity record for each grant.
Use custom fields or record types to distinguish grants from other types of Opportunities.
Payments:
Use the Payments object to track actual disbursements for each grant.
Associate Payments with the corresponding Opportunity.
Deliverables for Applications and Deadlines:
Create Deliverables (a custom object or use Tasks/Activities) to track grant applications and reporting deadlines.
Link Deliverables to the Opportunity record.
Activities for Action Assignments:
Use Tasks or Events to assign actions to staff members.
These activities can be associated with the Opportunity to keep everything organized.
By using these elements, you can have a comprehensive view of each grant's lifecycle, from application to final reporting, including all associated payments and staff actions.
"Grant Management in Salesforce" from Salesforce Help: Grant Management
"Using NPSP for Grant Management" from Salesforce.org: Grant Management with NPSP
NEW QUESTION # 61
A nonprofit is implementing Salesforce for program management. The nonprofit wants to measure user adoption after go-live.
What are two metrics the nonprofit can use to measure user adoption'
Choose 2 answers
Answer: B,D
Explanation:
To measure user adoption after the go-live of Salesforce for program management, the nonprofit can track the following metrics:
Number of Account and Contact Records Created (B):
This metric indicates how actively users are adding new data into the system, reflecting their engagement and usage of Salesforce for managing accounts and contacts.
Percentage of Staff Logging In Weekly (C):
This metric provides insight into how consistently staff members are using Salesforce. High login rates suggest good user adoption, while low rates may indicate a need for additional training or support.
Steps to Measure:
Create Reports:
Use Salesforce reports to track the number of Account and Contact records created over the past 30 days.
Set up a report to monitor user login frequency and calculate the percentage of staff logging in weekly.
Monitor and Analyze:
Regularly review these reports to assess user adoption and identify any areas needing improvement.
Salesforce Adoption Dashboards
Salesforce Trailhead: Measure Salesforce Adoption
NEW QUESTION # 62
A nonprofit organization uses Customizable Rollups and has a large volume of Recurring Donation Allocations for a specific fund. The system administrator notices a scheduled skew job, but does not remember scheduling it. What should the consultant advise the system administrator to do?
Answer: D
Explanation:
When the system administrator notices a scheduled skew job but does not remember scheduling it, the best course of action is to view the Setup Audit Trail. This will help determine the origin and purpose of the job. Here's how to do it:
Navigate to Setup:
Click on the gear icon in the top right corner of Salesforce.
Select "Setup".
Access the Setup Audit Trail:
In the Quick Find box, type "Setup Audit Trail".
Click on "View Setup Audit Trail".
Review the Audit Trail:
The Setup Audit Trail logs changes made to your Salesforce configuration, including scheduled jobs.
Look for entries related to the creation or modification of scheduled jobs.
Identify who created the job, when it was created, and any additional details provided in the log.
Determine Next Steps:
Based on the information found in the audit trail, decide whether the job is necessary.
If the job is not needed, it can be deleted. If it is essential, ensure that it is documented and understood.
Salesforce Documentation: Monitor Setup Changes
Salesforce Trailhead: Monitor Changes in Your Org
NEW QUESTION # 63
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