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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 15% | - Success Metrics Definition - Reports and Dashboards for Nonprofits - Custom Report Types - Rollup Summary Fields - Nonprofit Reporting Templates |
| Solution Design and Implementation | 20% | - Data Migration Strategies - Customization vs Configuration Decisions - NPSP Best Practices - User Adoption and Training Planning - Requirements Gathering - Integration with External Systems |
| Constituent Management | 20% | - Contact and Organization Records - Segmentations and Campaigns - Household Management - Relationships and Groupings - Affiliations and Memberships |
| Donations and Fundraising Management | 20% | - Payment Methods and Processing - Donations Batch Processing - Recurring Donations (Recurring GAU) - Donation Management - Opportunity and GAU Configuration - Grant Management |
| NPSP Configuration and Development | 25% | - Affiliations Configuration - Relationships Management - Data Model Design for Nonprofits - Contacts and Households - NPSP Settings and Preferences - Account Model Configuration |
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NEW QUESTION # 55
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: A,C
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 # 56
A user creating Opportunities Wants information to appear on both the Opportunity record and the Payment record without having to enter it twice.
Which two steps should the consultant take to meet this requirement?
Choose 2 answers
Answer: B,D
Explanation:
To ensure information appears on both the Opportunity and Payment records without entering it twice, the following steps should be taken:
Create Custom Fields on the Payment Object:
Identify the fields that need to be shared between the Opportunity and Payment records.
Go to the Payment object in Salesforce and create custom fields that match those on the Opportunity object.
Create Payment Mappings in NPSP Settings:
Navigate to NPSP Settings.
Go to the "Donations" section and find "Payment Mappings."
Set up mappings to link Opportunity fields to the corresponding Payment fields.
This ensures that when an Opportunity is created or updated, the relevant data is automatically copied to the Payment record.
By creating custom fields and setting up payment mappings, the required information will be synchronized between Opportunity and Payment records, eliminating the need for duplicate data entry.
Salesforce Nonprofit Success Pack (NPSP) documentation on Payment Mappings CertGod Nonprofit Cloud Consultant guide
NEW QUESTION # 57
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: D
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 # 58
A consultant is training a system admin to prepare for a new release of a particular open source Nonprofit Cloud product.
Where are two places the system admin should look for release notes on the product?
Choose 2 answers
Answer: A,C
Explanation:
To prepare for a new release of an open-source Nonprofit Cloud product, the system admin should check the following sources for release notes:
Nonprofit Hub Group in the Trailblazer Community:
The Trailblazer Community is a rich resource for Salesforce users, including non-profits. The Nonprofit Hub group frequently posts updates, discussions, and release notes related to Nonprofit Cloud products.
This group can be accessed by logging into the Trailblazer Community and searching for "Nonprofit Hub." GitHub Repository Release Page:
For open-source products, the official GitHub repository is a primary source for release notes. The release page on GitHub will have detailed notes about new features, bug fixes, and enhancements.
To access, navigate to the product's GitHub repository and click on the "Releases" tab.
Trailblazer Community: Nonprofit Hub Group
GitHub: Product's repository release page
NEW QUESTION # 59
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: B
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 # 60
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