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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 15% | - Nonprofit Reporting Templates - Success Metrics Definition - Rollup Summary Fields - Custom Report Types - Reports and Dashboards for Nonprofits |
| Topic 2: Donations and Fundraising Management | 20% | - Payment Methods and Processing - Donations Batch Processing - Opportunity and GAU Configuration - Grant Management - Donation Management - Recurring Donations (Recurring GAU) |
| Topic 3: Constituent Management | 20% | - Contact and Organization Records - Affiliations and Memberships - Household Management - Segmentations and Campaigns - Relationships and Groupings |
| Topic 4: Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - User Adoption and Training Planning - Data Migration Strategies - NPSP Best Practices - Integration with External Systems - Requirements Gathering |
| Topic 5: NPSP Configuration and Development | 25% | - NPSP Settings and Preferences - Account Model Configuration - Affiliations Configuration - Relationships Management - Data Model Design for Nonprofits - Contacts and Households |
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NEW QUESTION # 196
A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project. What should a consultant recommend for the foundation to track progress?
Answer: A
Explanation:
Creating a Campaign hierarchy is the most effective way to track funding for projects and monitor year-over-year goals in Salesforce. Campaign hierarchies allow for organizing campaigns in a structured manner, making it easy to roll up data and track progress across different levels. Here's how to set this up:
Create Parent Campaigns for Years:
For each year, create a parent campaign. For example, "2023 Projects" and "2024 Projects".
Create Sub-Campaigns for Projects:
Under each yearly parent campaign, create sub-campaigns for each project. For instance, "2023 Projects" can have sub-campaigns like "Project A", "Project B", etc.
Link Sub-Campaigns to Parent Campaigns:
Use the Parent Campaign lookup field to link each project campaign to its respective year campaign. This establishes the hierarchy.
Track Goals and Progress:
Use Campaign fields to set goals and track actual amounts. Fields like "Campaign Member Status", "Amount Raised", and custom fields can be used to track the funding and progress.
Use roll-up summary fields to aggregate data from sub-campaigns to parent campaigns.
Reporting and Dashboards:
Create reports and dashboards to monitor the progress of each project and year-over-year comparisons. Use the Campaign Hierarchy feature in reports to show aggregated data.
By setting up a Campaign hierarchy, the foundation can easily track the funding, manage goals, and compare progress year-over-year.
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Managing Campaigns
NEW QUESTION # 197
A major donor officer needs to capture wealth scoring to support individual cultivations.
How is this best represented in the NPSP?
Answer: A
Explanation:
To capture and analyze wealth scoring for donors in Salesforce, leveraging an AppExchange application is the most effective approach. These applications can provide comprehensive wealth data and insights to support donor cultivation efforts. Here's how to do it:
Identify Suitable AppExchange Applications:
Search the Salesforce AppExchange for wealth screening and donor prospecting tools (e.g., WealthEngine, DonorSearch).
Install the Application:
Follow the installation instructions provided by the selected application.
Ensure necessary permissions and configurations are set up.
Configure Wealth Scoring:
Set up the application to pull in wealth data for your donor contacts.
Use the provided features to rank and score donors based on their wealth data.
Integrate with NPSP:
Ensure the wealth data integrates with your existing NPSP setup.
Create reports and dashboards to visualize and analyze donor wealth information.
"WealthEngine for Salesforce" on AppExchange: WealthEngine
"DonorSearch for Salesforce" on AppExchange: DonorSearch
NEW QUESTION # 198
A nonprofit organization is interested in a CRM that manages its constituents and has an integrated email marketing tool with built-in scoring and engagement tracking.
Which solution should the consultant recommend?
Answer: A
Explanation:
For a nonprofit organization looking for a CRM with an integrated email marketing tool that includes built-in scoring and engagement tracking, the recommended solution is:
NPSP (Nonprofit Success Pack): This provides the CRM functionality to manage constituents.
Marketing Cloud: This offers advanced email marketing capabilities, including automation, scoring, and engagement tracking.
Marketing Cloud is designed to handle complex marketing needs and integrates seamlessly with NPSP to provide a comprehensive solution for nonprofits.
Salesforce Nonprofit Success Pack Documentation
Salesforce Marketing Cloud Overview
NEW QUESTION # 199
A nonprofit wants to integrate its existing proprietary event management system with Salesforce. The nonprofit wants to automatically send event and attendee data from its external system and create Campaigns and Campaign Members in Salesforce on a daily basis.
What should the consultant recommend?
Answer: C
Explanation:
To integrate an existing proprietary event management system with Salesforce and automatically send event and attendee data daily, the consultant should recommend using a middleware tool. Middleware tools facilitate the integration between different systems, enabling seamless data transfer and synchronization.
Key Benefits:
Automation: Middleware tools can automate data transfers, ensuring that event and attendee data is regularly updated in Salesforce.
Customization: Middleware solutions offer customizable integration workflows to meet specific business requirements.
Steps to Implement:
Select a Middleware Tool:
Choose a middleware tool that supports integration with both the proprietary event management system and Salesforce (e.g., MuleSoft, Zapier, or Dell Boomi).
Configure Integration:
Set up the integration workflows in the middleware tool to map data fields between the event management system and Salesforce.
Schedule the data transfers to occur daily, ensuring that event and attendee data is consistently updated.
Salesforce Integration Patterns and Best Practices
Middleware Tool Documentation (e.g., MuleSoft, Zapier, Dell Boomi)
NEW QUESTION # 200
A nonprofit organization wants the 15th of the month listed as the Close Date for all recurring donations and has selected the 15th in the Day of the Month picklist. In reviewing Recurring Donation Opportunities it is found that some of the Opportunities have close dates at the end of the month.
Which action should the consultant take to troubleshoot this issue?
Answer: A
Explanation:
When troubleshooting the issue of Recurring Donation Opportunities having close dates at the end of the month instead of the 15th, the consultant should check if the "Always use last day of the month" field is selected. This field setting overrides other close date settings and defaults the close date to the last day of the month.
Log in to Salesforce: Access the Salesforce org where NPSP is installed.
Navigate to NPSP Settings: Go to the App Launcher, search for "NPSP Settings", and select it.
Find Recurring Donations Settings:
In NPSP Settings, expand the "Donations" section.
Click on "Recurring Donations".
Check the "Always use last day of the month" Field:
Locate the "Always use last day of the month" setting.
Verify whether this checkbox is selected.
If selected, uncheck this option if you want the close date to follow the Day of the Month picklist value.
Save the Settings: Save any changes made and verify that new Recurring Donations reflect the correct close date.
By ensuring this field is not selected, the system will correctly use the 15th of the month as specified in the Day of the Month picklist.
NEW QUESTION # 201
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