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| Section | Weight | Objectives |
|---|---|---|
| Program and Service Delivery | 18% | - Program Management Module (PMM)
|
| Fundraising and Donation Management | 22% | - Donation and payment processing
|
| Nonprofit Success Pack Overview and Architecture | 15% | - NPSP settings and configuration framework
|
| Data Management and Quality | 15% | - Duplicate management and data cleaning
|
| Solution Design and Implementation | 20% | - Requirements gathering and solution design
|
| Reporting and Analytics | 5% | - NPSP-specific reports and dashboards
|
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NEW QUESTION # 178
A large nonprofit has chapters in multiple locations that want to operate under one central brand. The nonprofit wants the ability to customize user roles, processes, and messaging unique to each location.
Which two Salesforce tools include the ability to segment data and functionality using business units?
Choose 2 answers
Answer: B,C
Explanation:
Both Marketing Cloud and Pardot offer the capability to segment data and functionality using business units. This is particularly useful for large nonprofits with multiple chapters operating under a single brand but needing customized roles, processes, and messaging.
Marketing Cloud:
Business Units: Allows organizations to separate data, user permissions, and content based on different parts of the organization, such as chapters or departments. Each business unit can have its own data and customizations, enabling localized marketing while maintaining centralized control.
Pardot:
Business Units: Pardot Business Units enable marketing teams to partition data and customize marketing efforts for different segments within the organization. This ensures that each chapter can tailor its marketing automation processes to its specific needs while maintaining brand consistency.
Salesforce Marketing Cloud Documentation
Salesforce Pardot Documentation
Salesforce Trailhead: Get Started with Marketing Cloud Business Units
NEW QUESTION # 179
A nonprofit needs more insight into why some corporate sponsorships are closing and why others are lost. They want to evaluate information including pipeline value, number of opportunities. Pardot score, win/lost percentage, stage value, and a table of opportunities. The system admin wants to deploy a solution quickly.
Which solution should a consultant recommend?
Answer: C
Explanation:
To quickly deploy a solution that provides insights into corporate sponsorships, including pipeline value, number of opportunities, Pardot score, win/loss percentage, stage value, and a table of opportunities, the consultant should recommend B28 Marketing Analytics. Here's why:
B28 Marketing Analytics:
This analytics solution is designed to provide deep insights into marketing performance, including detailed views of pipeline metrics and opportunity analysis.
It integrates with Salesforce and Pardot, offering out-of-the-box dashboards and reports that can be quickly deployed.
The tool enables the nonprofit to gain actionable insights into why certain sponsorships are closing or being lost, facilitating data-driven decision-making.
Salesforce B28 Marketing Analytics Documentation
Salesforce Pardot Integration Guide
NEW QUESTION # 180
A nonprofit wants to convert from Legacy Recurring Donations to Enhanced Recurring Donations.
What are two considerations the nonprofit should take into account before making the switch?
Choose 2 answers
Answer: C,D
Explanation:
Before converting from Legacy Recurring Donations to Enhanced Recurring Donations, nonprofits should consider several factors to ensure a smooth transition. Enhanced Recurring Donations offer improved functionality but may introduce compatibility issues with existing integrations. Additionally, once the switch is made, reverting to Legacy Recurring Donations is not supported, which means careful planning and testing are essential.
Steps:
Review all existing integrations to ensure compatibility with Enhanced Recurring Donations.
Conduct thorough testing in a sandbox environment to identify any potential issues.
Inform stakeholders that reverting to Legacy Recurring Donations is not supported once the switch is made.
Plan for a phased rollout and provide training to users on the new features and processes.
CertGod Nonprofit Cloud Consultant Guide: Discusses considerations and steps for transitioning to Enhanced Recurring Donations.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Details the features and limitations of Enhanced Recurring Donations.
NEW QUESTION # 181
A nonprofit organization provides case management to its clients. There is a requirement for a score to be automatically assigned to each client based on several factors such as age, income and number of health conditions. The nonprofit also wants to automate the creation and assignment of follow up tasks related to the client.
Which combination of functions should the consultant recommend?
Answer: B
Explanation:
For a nonprofit organization providing case management and requiring automatic scoring of clients based on various factors like age, income, and health conditions, along with automating the creation and assignment of follow-up tasks, the best combination of functions is Engagement Plans and Levels.
Engagement Plans: These are used to automate the creation of tasks and follow-up activities based on predefined templates. This feature ensures that specific tasks are generated and assigned to relevant staff members as soon as certain criteria are met.
Steps to Set Up Engagement Plans:
Navigate to the "Engagement Plans" tab in NPSP.
Create a new Engagement Plan Template, defining the tasks and follow-ups that should be created.
Specify the conditions under which this Engagement Plan should be triggered (e.g., a new client intake).
Assign the Engagement Plan to the appropriate client records.
Levels: These are used to categorize clients (or any other records) based on numeric values or other criteria. In this case, Levels can be used to automatically assign a score to each client based on their age, income, and health conditions.
Steps to Set Up Levels:
Navigate to NPSP Settings > Levels.
Create a new Level, specifying the criteria for each level (e.g., age range, income bracket, number of health conditions).
Define the actions that should be triggered when a client reaches a specific level.
By using Engagement Plans and Levels, the nonprofit can automate both the scoring of clients and the creation of follow-up tasks, ensuring a streamlined case management process.
CertGod Nonprofit Cloud Consultant Guide:
NEW QUESTION # 182
A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?
Answer: A
Explanation:
If the Check/Reference Number field is not visible in the report builder, the consultant should check if there is a custom field named "Check/Reference Number" on the Payments object. Here's how to proceed:
Verify Custom Fields on Payments Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Look for a custom field named "Check/Reference Number".
Ensure Field is Included in Report Type:
Go to the Report Builder.
Verify that the report type being used includes the Payments object.
If the report type does not include Payments, create or use a report type that does.
Add Field to Report Layout:
In the Report Builder, ensure the "Check/Reference Number" field is added to the report layout.
Drag and drop the field into the columns of your report.
By ensuring that the custom field is present on the Payments object and included in the report type, the development associate can successfully add the Check/Reference Number to their report.
Salesforce Documentation: Custom Fields
Salesforce Trailhead: Create Reports with the Report Builder
NEW QUESTION # 183
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