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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Solution Design and Implementation | 20% | - NPSP Best Practices - Requirements Gathering - Integration with External Systems - Customization vs Configuration Decisions - User Adoption and Training Planning - Data Migration Strategies |
| Topic 2: NPSP Configuration and Development | 25% | - NPSP Settings and Preferences - Data Model Design for Nonprofits - Account Model Configuration - Contacts and Households - Affiliations Configuration - Relationships Management |
| Topic 3: Analytics and Reporting | 15% | - Reports and Dashboards for Nonprofits - Rollup Summary Fields - Success Metrics Definition - Nonprofit Reporting Templates - Custom Report Types |
| Topic 4: Constituent Management | 20% | - Relationships and Groupings - Household Management - Contact and Organization Records - Affiliations and Memberships - Segmentations and Campaigns |
| Topic 5: Donations and Fundraising Management | 20% | - Opportunity and GAU Configuration - Recurring Donations (Recurring GAU) - Donation Management - Donations Batch Processing - Grant Management - Payment Methods and Processing |
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NEW QUESTION # 151
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: A
Explanation:
To test new Nonprofit Cloud features coming out in the upcoming Salesforce release, follow these steps:
Identify the Sandbox Preview Period:
Salesforce announces preview periods before major releases. Check the Salesforce release calendar for the dates.
Refresh a Preview Instance Sandbox:
During the sandbox preview period, refresh one of your sandboxes. Ensure that you refresh an existing sandbox that is on a preview instance, or create a new sandbox if needed.
Verify the Sandbox Instance:
Make sure your sandbox is on a preview instance. Salesforce typically migrates sandboxes to preview instances for testing new features.
Test New Features:
Once the sandbox is refreshed, you can start testing the new Nonprofit Cloud features that will be included in the upcoming release.
Use the Release Notes and documentation provided by Salesforce to guide your testing.
This process allows you to evaluate new features before they are available in your production environment, ensuring a smooth transition and allowing time to address any potential issues.
Salesforce Sandbox Preview Guide: Sandbox Preview Instructions.
NEW QUESTION # 152
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.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Manage Soft Credits in Nonprofit Success Pack (NPSP) Top of Form Bottom of Form
NEW QUESTION # 153
A developer needs to create a custom Apex class in the TDTM framework. Which sets of steps should the developer take?
Answer: A
Explanation:
To create a custom Apex class in the TDTM (Table Driven Trigger Management) framework, follow these steps:
Create the Apex Class:
In Salesforce, go to Setup.
Navigate to "Apex Classes" under "Custom Code".
Click "New" and create your custom Apex class.
Ensure the class implements the TDTM framework correctly.
Create the Test Class:
Create a corresponding test class to ensure your Apex class functions as expected.
This is essential for maintaining code coverage and passing Salesforce deployment requirements.
Create a Trigger Handler Record:
Go to the TDTM Trigger Handlers tab.
Create a new Trigger Handler record and link it to your custom Apex class.
Define the order of execution and the object the trigger applies to.
These steps ensure that your custom Apex class is correctly integrated into the TDTM framework, maintaining organized and manageable trigger logic.
Salesforce NPSP Documentation: TDTM Overview
Salesforce Trailhead: Apex Basics & Database
NEW QUESTION # 154
The admin at a nonprofit wants to delegate authority to two specific users to process gift entries.
Which three permissions should the consultant add to a permission set so the users can perform this work with only the necessary level of access?
Choose 3 answers
Answer: A,C,D
Explanation:
To delegate authority to specific users for processing gift entries, the consultant should add the following permissions to a permission set:
Grant visibility to the Gift Entry tab:
This permission ensures that users can access the Gift Entry tab where they can process and manage gift entries.
Grant create, edit, and delete access to all required objects and fields:
Users need full CRUD (Create, Read, Update, Delete) access to objects and fields related to gift processing such as Donations, Payments, and any custom fields or objects involved in the gift entry process.
This level of access is essential for users to accurately record, update, and manage gift entries.
Grant access to BDI_BatchOverride and BDI_DataImport Visualforce pages:
These Visualforce pages are part of the Batch Data Import (BDI) functionality in NPSP, which is used for batch processing of gift entries.
Access to these pages allows users to override batch data and perform data imports necessary for processing gifts.
Salesforce documentation on Gift Entry permissions: Gift Entry Permissions
NEW QUESTION # 155
A nonprofit wants to use Volunteers for Salesforce for volunteer management. Which action should a consultant take before installing the package?
Answer: A,D
Explanation:
Before installing the Volunteers for Salesforce package, a consultant should:
Check that the nonprofit has the most recent NPSP release:
Ensure that the organization is running the latest version of the Nonprofit Success Pack (NPSP). This is crucial because newer releases might contain important updates and fixes that can impact the installation and functionality of Volunteers for Salesforce.
Compare usage of roll-up summary fields to limits:
Volunteers for Salesforce might add additional roll-up summary fields, which can potentially exceed Salesforce limits. It's important to review the current usage of roll-up summary fields and compare them to Salesforce limits to avoid any issues during or after the installation.
NEW QUESTION # 156
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