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| Section | Objectives |
|---|---|
| Topic 1: Fundraising and Donations | - Donation management and gift processing - Campaign and fundraising tracking |
| Topic 2: Data Management and Security | - Data model design and governance - Security, access, and compliance |
| Topic 3: Constituent Management | - Constituent engagement and segmentation - Account and contact data model for nonprofit organizations |
| Topic 4: Case and Service Management | - Case management for client services - Service delivery workflows |
| Topic 5: Reporting and Insights | - Reports and dashboards for nonprofit KPIs - Outcome measurement and analytics |
| Topic 6: Program Management | - Program lifecycle management - Program and service delivery tracking |
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NEW QUESTION # 59
A nonprofit has a large volume of data across multiple objects in Salesforce and external databases. The nonprofit needs to quickly query data across its systems to get insights on any device about the impact it is having.
Which solution should the consultant recommend?
Answer: A
Explanation:
To quickly query data across multiple systems and get insights on any device about the impact the nonprofit is having, the consultant should recommend:
* CRM Analytics (formerly known as Tableau CRM or Einstein Analytics):
* CRM Analytics allows for advanced data analysis, visualization, and reporting. It can integrate data from multiple Salesforce objects and external sources, providing comprehensive insights across systems. It is designed to work seamlessly on various devices, ensuring accessibility and usability.
Reference: NGO_Ebook_CRMForGood_APAC_R3_jc.pdf, pages 7-8, details the use of advanced analytics tools in Salesforce to gather insights and track impact, making CRM Analytics a suitable recommendation for querying and analyzing large volumes of data across systems.
NEW QUESTION # 60
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.
Reference:
Salesforce Adoption Dashboards
Salesforce Trailhead: Measure Salesforce Adoption
NEW QUESTION # 61
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: B,C
NEW QUESTION # 62
A nonprofit organization wants a cost-effective solution to generate and send donation acknowledgements automatically to donors via email. Which Salesforce solution should the consultant recommend?
Answer: A
Explanation:
Install NPSP:
Ensure that NPSP is installed in your Salesforce instance. You can download it from the AppExchange or install it directly from the NPSP Installer page.
Configure Acknowledgement Settings:
Navigate to NPSP Settings.
Under "Donations," find the "Acknowledgements" settings.
Configure the settings to define when and how acknowledgements should be sent.
Set Up Email Templates:
Go to Setup > Classic Email Templates.
Create a new email template or modify an existing one to suit your acknowledgment needs.
Ensure the template includes merge fields to personalize the emails with donor information.
Create Automation with Process Builder:
Use Process Builder to automate the sending of acknowledgment emails.
Create a new process on the Opportunity object.
Set criteria to trigger the process when a new donation is recorded.
Add an action to send an email using the previously created template.
Testing:
Test the process by creating a test donation record and verifying that the acknowledgment email is sent automatically.
Monitoring and Refinement:
Monitor the process to ensure it is working correctly.
Refine the email templates and automation rules based on feedback and evolving needs.
By utilizing the NPSP, nonprofits can streamline their donation acknowledgment process, ensuring timely and personalized communications with donors, ultimately enhancing donor satisfaction and retention.
NEW QUESTION # 63
An Administrator at an organization has set up Program Management in Nonprofit Cloud. The organization wants users to be able to group participants into Program Cohorts. The Administrator turns on the Program Cohort feature im Setup, but users still cannot see the Program Cohorts object.
Which permission set should the Administrator assign to the users?
Answer: A
NEW QUESTION # 64
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