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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 15% | - Nonprofit Reporting Templates - Custom Report Types - Rollup Summary Fields - Success Metrics Definition - Reports and Dashboards for Nonprofits |
| NPSP Configuration and Development | 25% | - Account Model Configuration - Contacts and Households - Relationships Management - Data Model Design for Nonprofits - Affiliations Configuration - NPSP Settings and Preferences |
| Donations and Fundraising Management | 20% | - Recurring Donations (Recurring GAU) - Donation Management - Opportunity and GAU Configuration - Donations Batch Processing - Grant Management - Payment Methods and Processing |
| Solution Design and Implementation | 20% | - Requirements Gathering - User Adoption and Training Planning - NPSP Best Practices - Data Migration Strategies - Customization vs Configuration Decisions - Integration with External Systems |
| Constituent Management | 20% | - Relationships and Groupings - Household Management - Segmentations and Campaigns - Contact and Organization Records - Affiliations and Memberships |
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問題 #65
A nonprofit needs a marketing automation tool. They want to segment and target supporters over time, based on the supporters' engagement and how they interact with the nonprofit's emails. The nonprofit needs to create emails using Lightning Email Templates.
Which marketing automation tool should a consultant recommend?
答案：D
解題說明：
https://www.salesforce.org/blog/how-nonprofits-can-use-pardot-for-moves-management/ To address the nonprofit's need for a marketing automation tool that allows for segmentation, targeting, and email creation using Lightning Email Templates:
Choose Pardot:
Pardot is Salesforce's marketing automation solution designed to handle sophisticated email marketing, segmentation, and engagement tracking.
Set Up Pardot:
Ensure Pardot is integrated with Salesforce.
Configure user permissions and roles in Pardot.
Connect Pardot to the Salesforce CRM to synchronize data between the two platforms.
Segment and Target Supporters:
Use Pardot's segmentation tools to create lists based on supporter engagement and interactions.
Set up dynamic lists that automatically update based on predefined criteria such as email opens, clicks, and website visits.
Create Emails with Lightning Email Templates:
Utilize Lightning Email Templates in Pardot to design and personalize emails.
Use drag-and-drop features to build responsive email templates without needing HTML knowledge.
Track Engagement:
Implement Pardot's engagement tracking to monitor how supporters interact with emails.
Use Pardot's scoring and grading system to prioritize leads based on their engagement and fit with your nonprofit's goals.
Analyze and Optimize:
Use Pardot's analytics and reporting tools to measure the effectiveness of your campaigns.
Continuously refine your segmentation and targeting strategies based on data insights to improve engagement and conversion rates.
By using Pardot, the nonprofit can effectively segment its audience, target them with personalized email campaigns, and track engagement over time, enhancing their overall marketing efforts.
Salesforce Pardot documentation on segmentation and email marketing
CertGod Nonprofit Cloud Consultant guide
問題 #66
Which two sections should be included in a Salesforce-recommended V2MOM? Choose 2 answers
答案：B,D
解題說明：
A Salesforce-recommended V2MOM includes key components that guide an organization's strategic planning and execution. The two sections that should be included are:
Vision:
This section defines what you want to achieve. It sets the overall direction and purpose of the plan. For example, "Increase donor engagement and retention by 20% over the next fiscal year." Metrics:
This section includes the measures of success. Metrics help track progress and determine if the vision and goals are being met. For example, "Track the number of new donors, donor retention rate, and total donations received." Including these sections ensures that the organization has a clear direction (Vision) and a way to measure success (Metrics), which are critical for strategic planning and execution.
"V2MOM: Vision, Values, Methods, Obstacles, and Measures" from Salesforce Blog: V2MOM Framework
問題 #67
i. A Salesforce admin changes an Engagement Plan Template as requested by the development team. The development manager expects to see the changes reflected on an existing Engagement Plan using that Template on a campaign.
Why is the development manager unable to see the Template changes?
答案：D
解題說明：
Changes to Engagement Plan Templates in Salesforce only affect newly created Engagement Plans. Here's why:
Template Changes Application:
When an Engagement Plan Template is modified, the changes are not retroactively applied to existing Engagement Plans. Only new plans created after the modification will reflect the changes.
Create New Engagement Plans:
For the development manager to see the changes, new Engagement Plans need to be created using the updated template. Existing plans will retain the configuration they had at the time of creation.
Communicate Changes:
Inform relevant stakeholders about this behavior to manage expectations and plan accordingly. Consider cloning existing Engagement Plans if updates are necessary, applying the new template configurations.
Review Documentation:
Refer to Salesforce documentation on Engagement Plans for detailed information on how templates and plan instances work.
Salesforce Engagement Plan Documentation
Salesforce Nonprofit Success Pack (NPSP) Resources
Salesforce Trailhead: Configure Nonprofit Success Pack Engagement Plans
問題 #68
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
答案：B,C
解題說明：
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
問題 #69
A development director needs to understand which organizations have given to the nonprofit in some year prior to the current, but have not contributed to the nonprofit in the current year. How should the consultant accomplish this task?
答案：D
解題說明：
To identify organizations that have donated to the nonprofit in some year prior to the current year but have not contributed in the current year, the NPSP SYBUNT (Some Year But Unfortunately Not This year) report can be customized. Here's how to do it:
Navigate to the NPSP SYBUNT Report:
Go to the Reports tab.
Find and open the NPSP SYBUNT report template.
Customize the Date Range:
Click on the "Filters" pane.
Adjust the date range filters to include donations from the desired prior years and exclude the current year.
Modify Report Criteria:
Ensure the report is filtering by Account to get the organization-level data.
Add additional filters if necessary to refine the report (e.g., specific campaign or donation types).
Run the Report:
Save and run the report to get a list of organizations that have donated in previous years but not in the current year.
By customizing the date range on the NPSP SYBUNT report for Accounts, you can easily identify and target these lapsed donors for re-engagement campaigns.
"Using NPSP Reports" from Salesforce Help: NPSP Reports
"SYBUNT and LYBUNT Reports in NPSP" from Salesforce.org: SYBUNT and LYBUNT
問題 #70
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