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| Section | Weight | Objectives |
|---|---|---|
| Nonprofit Success Pack Overview and Architecture | 15% | - NPSP settings and configuration framework
|
| Data Management and Quality | 15% | - Data import and export
|
| Fundraising and Donation Management | 22% | - Donation and payment processing
|
| Solution Design and Implementation | 20% | - Deployment and change management
|
| Reporting and Analytics | 5% | - NPSP-specific reports and dashboards
|
| Program and Service Delivery | 18% | - Program Management Module (PMM)
|
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NEW QUESTION # 155
A nonprofit organization has been informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists. Which action should the nonprofit organization take on the donor's contact record?
Answer: C
Explanation:
When a nonprofit organization is informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists, the appropriate action is to select the "Deceased" field on the donor's contact record. Here's how to do it:
Navigate to the Contact Record:
Go to the Contacts tab in Salesforce.
Search for the donor's contact record and open it.
Select the Deceased Field:
Locate the "Deceased" checkbox on the contact record.
Check the box to mark the contact as deceased.
Additional Actions:
Ensure that any automated processes or workflows related to email and mailing lists exclude contacts marked as deceased.
Update any relevant lists or segments to remove the deceased donor from future communications.
Implications of Marking a Contact as Deceased:
The contact will no longer be included in email or direct mail campaigns.
The contact record is retained in Salesforce for historical and reporting purposes, preserving donation history and other relevant information.
Salesforce NPSP Documentation: Managing Contact Records
Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics
NEW QUESTION # 156
A consultant is setting up a governance framework as part of a nonprofit organization implementation.
Which three elements should be included in a Salesforce-recommended governance structure? Choose 3 answers
Answer: B,C,D
Explanation:
A Salesforce-recommended governance structure for nonprofit organizations ensures the implementation runs smoothly and effectively. It typically includes the following elements:
Release Management: This ensures that changes are systematically planned, tested, and deployed. It involves managing how new features and updates are rolled out to avoid disruption and ensure smooth transitions.
Rules of Engagement: These define how different stakeholders will interact with the system and with each other. It includes protocols and guidelines for communication, decision-making, and responsibilities.
Center of Excellence (CoE): This is a dedicated team or a hub of experts that provides leadership, best practices, research, support, and training. A CoE helps ensure that the organization is leveraging Salesforce effectively and efficiently.
Salesforce Nonprofit Cloud Implementation Guide
Salesforce Trailhead: Governance Framework
NEW QUESTION # 157
A nonprofit admin needs to import lists of Contacts into Salesforce Campaigns regularly from CSV files using the NPSP Data Import too\.
What should the consultant consider when setting up this process for the nonprofit?
Choose 2 answers
Answer: A,B
Explanation:
When setting up the process for importing lists of Contacts into Salesforce Campaigns using the NPSP Data Import tool, it is essential to consider how Campaign Members are created and matched.
Key Considerations:
Automatic Campaign Member Creation (A):
The NPSP Data Import tool will automatically create Campaign Member records for the imported Contacts with the default Member Status. This helps streamline the process of adding members to campaigns.
Exact Name Matching (D):
Existing Campaigns in Salesforce are matched by exact Name. This means that the names in the CSV files must match the names of the Campaigns in Salesforce exactly for the import process to associate Contacts with the correct Campaigns.
Steps to Set Up:
Prepare CSV Files:
Ensure that the Campaign names in the CSV files exactly match the names of the Campaigns in Salesforce.
Include all necessary fields to map Contacts to Campaign Members.
Configure NPSP Data Import:
Navigate to NPSP Settings -> Data Import.
Ensure the settings align with the import requirements, including handling duplicates and respecting duplicate matching rules if enabled.
Perform Dry Run:
Use the NPSP Data Import Dry Run feature to validate the import configuration and ensure that the Campaign Member Status and other settings are correctly applied.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Import Data for Nonprofits
NEW QUESTION # 158
A nonprofit receives a check that includes donations from several donors for a specific program the nonprofit runs.
Which two features should a consultant configure to track this gift?
Choose 2 answers
Answer: C,D
Explanation:
To track a check that includes donations from several donors for a specific program, the consultant should configure GAU Allocations and Partial Soft Credits in NPSP. Here's why:
GAU Allocations:
General Accounting Unit (GAU) Allocations are used to track how donations are allocated across different programs or funds.
This feature allows the nonprofit to specify which portion of the check is designated for the specific program, providing clear tracking and reporting.
Partial Soft Credits:
Partial Soft Credits can be used to attribute portions of a single donation to multiple donors.
This feature allows the nonprofit to recognize each donor for their contribution while keeping the accounting of the total donation intact.
Salesforce NPSP Documentation on GAU Allocations
Salesforce NPSP Documentation on Soft Credits
NEW QUESTION # 159
A nonprofit organization is using Volunteers for Salesforce and wants its volunteers to be able to log their own volunteer hours.
Which two solutions should a consultant propose to meet this need? Choose 2 answers
Answer: B,C
Explanation:
To allow volunteers to log their own hours in Volunteers for Salesforce, the consultant should propose setting up the Volunteers Personal Site or adding a Log Volunteer Hours section on the nonprofit's website.
Volunteers Personal Site:
This site allows volunteers to log in and manage their hours directly within Salesforce.
Steps to Set Up:
Navigate to Setup > Sites.
Create a new site and configure it to use the Volunteers for Salesforce functionality.
Add the Volunteers Personal Site tab and configure the permissions.
Direct volunteers to use this site to log their hours.
Log Volunteer Hours Section on Website:
Create a section on the nonprofit's website where volunteers can log their hours.
Steps to Set Up:
Design a web form that captures the volunteer's job or shift and the hours worked.
Use Salesforce Web-to-Case or Web-to-Lead to capture this data and create records in Salesforce.
Direct volunteers to this section to submit their hours.
Both solutions provide a user-friendly way for volunteers to log their hours without requiring manual entry by staff.
NEW QUESTION # 160
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