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| Section | Objectives |
|---|---|
| Topic 1: Reporting and Insights | - Outcome measurement and analytics - Reports and dashboards for nonprofit KPIs |
| Topic 2: Program Management | - Program and service delivery tracking - Program lifecycle management |
| Topic 3: Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
| Topic 4: Case and Service Management | - Service delivery workflows - Case management for client services |
| Topic 5: Constituent Management | - Account and contact data model for nonprofit organizations - Constituent engagement and segmentation |
| Topic 6: Data Management and Security | - Data model design and governance - Security, access, and compliance |
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NEW QUESTION # 16
A user creating Opportunities wants to avoid manually entering information twice in order to have it appear on both the Opportunity record and the Payment record. Which two steps should be taken to set this up?
Answer: A,C
Explanation:
To avoid manually entering information twice and ensure it appears on both the Opportunity record and the Payment record, follow these steps:
Create Payment Mappings in NPSP Settings:
Navigate to NPSP Settings.
Go to "Donations" and select "Payment Mappings".
Create mappings to ensure that relevant fields from the Opportunity record are automatically populated in the Payment record.
Create Custom Fields on the Payment Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Create custom fields that correspond to the Opportunity fields you want to map.
Ensure the field types match those on the Opportunity object to facilitate accurate data transfer.
These steps automate the data transfer between Opportunities and Payments, reducing manual entry and ensuring consistency across records.
Reference:
Salesforce NPSP Documentation: Payment Mappings
Salesforce Trailhead: Custom Fields
NEW QUESTION # 17
A large nonprofit organization is a social enterprise that functions in many ways like a for-profit corporation. The organization does mot accept individual donations, but mostly engages with corporations, sponsors, and vendors by selling its own products to further its mission. The organization needs to manage Leads and track its Opportunity pipeline. Which account model should the consultant recommend?
Answer: C
NEW QUESTION # 18
A nonprofit runs a workforce development program for its clients. Job seekers contact the nonprofit via phone, web, and email. The nonprofit wants to track each engagement separately from start to finish. The nonprofit needs to assign job seekers to case managers.
What solution should the consultant propose?
Answer: C
NEW QUESTION # 19
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: B
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 # 20
A data administrator at a small nonprofit has 3 profile that allows them to Read, Create, Edit, and Delete on all objects. The staff member receives an error when attempting to merge three duplicate contacts.
What should the consultant recommend to resolve this issue?
Answer: D
Explanation:
https://powerofus.force.com/s/article/NPSP-Merging-Contacts
When a staff member receives an error while attempting to merge duplicate contacts, it is often due to insufficient permissions. Creating a Permission Set with "Modify All" on Contacts and Accounts and assigning it to the staff member will grant the necessary permissions to perform merges. This Permission Set will override the default profile permissions and provide the required access to manage and merge contacts.
Steps:
Go to Setup > Permission Sets.
Click "New" to create a new Permission Set.
Name the Permission Set appropriately (e.g., "Contact Merge Permissions").
In the Permission Set, navigate to Object Settings.
Select Contacts and Accounts.
Check the "Modify All" checkbox for both objects.
Save the Permission Set.
Assign the Permission Set to the staff member by navigating to the user's profile and adding the Permission Set.
Reference:
CertGod Nonprofit Cloud Consultant Guide: Discusses the importance of appropriate permissions for merging records.
Salesforce Documentation on Permission Sets: Details the steps for creating and assigning Permission Sets.
NEW QUESTION # 21
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