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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation Strategies and Best Practices | - NPSP Configuration and Setup
| |
| Topic 2: Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Topic 3: Integration and Data Management | 15% | - Data Handling
|
| Topic 4: Analytics | 5% | - Reporting and Insights
|
| Topic 5: Solution Design | 20% | - Architecture Design
|
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NEW QUESTION # 106
A nonprofit has asked a consultant to configure Lightning Record Pages to optimize the user interface.
Which two resources should the consultant use to ensure the nonprofit staff are up to date on the latest Salesforce platform features and best practices?
Choose 2 answers
Answer: B,C
Explanation:
To keep nonprofit staff up to date on the latest Salesforce platform features and best practices, the following resources are recommended:
Trailhead:
Trailhead is Salesforce's free, interactive learning platform. It offers modules, projects, and trails that cover new features, best practices, and hands-on activities to help users learn and apply Salesforce skills.
Regularly check Trailhead for new content related to Salesforce updates and best practices.
Power of Us Hub:
The Power of Us Hub is an online community specifically for Salesforce.org users, including nonprofits. It provides a wealth of resources, discussions, and updates about Nonprofit Cloud and related Salesforce features.
Join the Power of Us Hub to stay informed about new features, best practices, and upcoming releases.
Trailhead: trailhead.salesforce.com
Power of Us Hub: powerofus.force.com
NEW QUESTION # 107
A nonprofit has high staff turnover in several key roles that use Salesforce. The nonprofit needs to improve training and adoption of Salesforce to maximize the value of its investment.
Which two standard Salesforce tools can quickly help new staff use Salesforce with only a Sales or Service Cloud license?
Choose 2 answers
Answer: A,B
Explanation:
To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:
In-App Guidance (B):
This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.
myTrailhead (D):
myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.
Steps to Implement:
Set Up In-App Guidance:
Navigate to Setup -> In-App Guidance.
Create prompts and walkthroughs tailored to the nonprofit's processes.
Deploy myTrailhead:
Customize and publish training content on myTrailhead.
Encourage staff to complete the training modules to improve their Salesforce skills.
Salesforce In-App Guidance Documentation
Salesforce myTrailhead Documentation
NEW QUESTION # 108
A nonprofit is using Nonprofit Cloud Case Management. Case managers need to share the initial, midterm, and final client assessments; updates or notes on the client; and pertinent alerts about the client with other staff within the nonprofit who also provide services to the client.
Which two approaches should a consultant recommend to meet the requirement?
Choose 2 answers
Answer: A,C
Explanation:
To meet the requirement of sharing client assessments, notes, and alerts among staff within the nonprofit using Nonprofit Cloud Case Management, the following approaches are recommended:
Create a Public Group:
Create a Public Group that includes all staff members who need access to the client information.
This group will be used to grant shared access to the relevant records.
Steps to Create a Public Group:
Go to Setup.
Enter "Public Groups" in the Quick Find box and select it.
Click "New Group" and add the necessary staff members.
Create Sharing Rules:
Set up sharing rules for the Assessments, Client Notes, and Client Alerts objects to share these records with the Public Group.
This ensures that any updates or new records created within these objects are automatically shared with the staff group.
Steps to Create Sharing Rules:
Go to Setup.
Enter "Sharing Settings" in the Quick Find box and select it.
Select the relevant object (e.g., Assessments).
Click "New" under Sharing Rules and define the criteria and target group (Public Group created earlier).
These steps ensure that relevant client information is shared with the appropriate staff, enhancing collaboration and service delivery.
Salesforce Help: Creating Public Groups
Salesforce Help: Defining Sharing Rules
NEW QUESTION # 109
Which two objects in the Program Management Module are directly connected to objects in Nonprofit Cloud Case Management?
Choose 2 answers
Answer: C,D
Explanation:
The PMM has two main objects -Programs and Services- and several objects that connect those objects together with contacts and household accounts In the Program Management Module (PMM), the objects that are directly connected to objects in Nonprofit Cloud Case Management are:
Case:
Cases in Nonprofit Cloud Case Management are used to track client issues and support needs.
They can be directly related to program participants and services provided, allowing for comprehensive case management.
Service Delivery:
Service Deliveries represent the specific services provided to clients, such as counseling sessions, classes, or other forms of assistance.
They are essential for tracking the outcomes and effectiveness of the nonprofit's programs and are directly connected to case management processes.
Salesforce Nonprofit Cloud Case Management Guide
Salesforce Program Management Module (PMM) Documentation
NEW QUESTION # 110
The event manager for a nonprofit organization periodically imports a cleaned, structured list of event registrations. Now should the consultant set up the TDTM Trigger Handlers?
Answer: A
Explanation:
https://powerofus.force.com/s/article/NPSP-Disable-Trigger-Handlers#ariaid-title3 When periodically importing a structured list of event registrations, it is crucial to ensure that the process is efficient and does not trigger unnecessary automation. Disabling TDTM (Table-Driven Trigger Management) for specific users is a recommended approach.
TDTM Overview:
TDTM allows for managing and controlling the execution of triggers in NPSP.
It provides flexibility to disable specific triggers or exclude certain users from trigger execution during bulk data imports.
Disabling TDTM for Specific Users:
By disabling TDTM for specific users, the import process can be streamlined without triggering unnecessary automation.
This approach ensures that data imports are efficient and reduces the risk of hitting system limits or performance issues.
Steps to Implement:
Navigate to NPSP Settings -> System Tools -> TDTM.
Add the usernames of the users who will be performing the imports to the "Usernames to Exclude" field.
Save the changes to ensure that TDTM triggers are disabled for these users during the import process.
Benefits:
Efficiency: Reduces the load on the system during bulk imports, ensuring faster and more reliable data processing.
Control: Maintains control over which triggers are executed, preventing unintended automation from affecting the imported data.
Additional Considerations:
Ensure that other necessary validations and processes are manually checked or re-enabled after the import if needed.
Monitor the data import process to ensure that it completes successfully without triggering unnecessary automation.
CertGod Nonprofit Cloud Consultant study guide: "Disable TDTM for specific users"【22:18†source】.
NEW QUESTION # 111
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