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| Section | Weight | Objectives |
|---|---|---|
| NPSP Configuration and Development | 25% | - Relationships Management - Account Model Configuration - Data Model Design for Nonprofits - Affiliations Configuration - NPSP Settings and Preferences - Contacts and Households |
| Solution Design and Implementation | 20% | - Requirements Gathering - Data Migration Strategies - Integration with External Systems - User Adoption and Training Planning - NPSP Best Practices - Customization vs Configuration Decisions |
| Donations and Fundraising Management | 20% | - Donations Batch Processing - Opportunity and GAU Configuration - Grant Management - Donation Management - Payment Methods and Processing - Recurring Donations (Recurring GAU) |
| Analytics and Reporting | 15% | - Rollup Summary Fields - Nonprofit Reporting Templates - Success Metrics Definition - Reports and Dashboards for Nonprofits - Custom Report Types |
| Constituent Management | 20% | - Contact and Organization Records - Segmentations and Campaigns - Relationships and Groupings - Affiliations and Memberships - Household Management |
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NEW QUESTION # 221
A development associate received a corporate matching gift that the original donor did not indicate was to be matched.
Which solution should the consultant recommend?
Answer: A
Explanation:
When a corporate matching gift is received and the original donor did not indicate that it was to be matched, the consultant should recommend using the "Find Matched Gifts" feature. This feature helps in identifying and linking the matching gift to the original donation:
Select Find Matched Gifts: This option is available within the Nonprofit Success Pack (NPSP) and is designed to help match donations.
Click on the Find More Gifts button: This button will allow the development associate to search for and match the original donation with the corporate matching gift.
This process ensures that all matched gifts are accurately recorded and credited appropriately.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Matching Gifts in NPSP
NEW QUESTION # 222
A Household Account has Contacts with Recurring Donations, Relationships, and closed/won donations associated with it.
What happens when a system administrator attempts to delete this Household Account record?
Answer: C
Explanation:
When a system administrator attempts to delete a Household Account record that has Contacts with Recurring Donations, Relationships, and closed/won donations, Salesforce will display an error message due to the presence of closed/won donations associated with the Account record.
Log in to Salesforce: Access the Salesforce org where NPSP is installed.
Navigate to the Household Account:
Go to the Accounts tab and locate the Household Account record.
Attempt to Delete the Account:
Try to delete the Household Account record.
Salesforce will prevent the deletion and display an error message because there are closed/won donations linked to this Account.
Review Associated Records:
Check for closed/won Opportunities and other related records that are preventing deletion.
If necessary, consider reassigning or archiving these records instead of deleting the Household Account.
This safeguard ensures data integrity by preventing the loss of critical financial records.
NEW QUESTION # 223
A nonprofit using NPSP has just implemented the Program Management Module. The nonprofit wants to migrate its client and program data.
Which two steps should the consultant use to import and deduplicate the data against existing records?
Choose 2 answers
Answer: A,C
Explanation:
https://powerofus.force.com/s/article/NPSP-BP-Getting-Started-Program-Management#week4 When migrating client and program data to the Program Management Module (PMM) in NPSP, it is important to use the appropriate tools for data import and deduplication to ensure data integrity and avoid duplication. The NPSP Data Importer is specifically designed for importing client information, including deduplication against existing records. The Data Import Wizard can be used for uploading program data, which may not require the same level of deduplication as client data.
Steps:
Prepare the client data, ensuring all necessary fields are included and formatted correctly.
Use the NPSP Data Importer to upload the client information, which includes built-in deduplication features to match against existing records.
Prepare the program data similarly, ensuring proper formatting and completeness.
Use the Data Import Wizard to upload the program data. This tool is suitable for handling bulk data uploads and does not inherently include deduplication, which is less critical for program data compared to client data.
CertGod Nonprofit Cloud Consultant Guide: Discusses best practices for data migration and the tools available in NPSP for importing and deduplicating data.
Salesforce Documentation on NPSP Data Importer and Data Import Wizard: Provides detailed instructions on using these tools for data import.
NEW QUESTION # 224
A donor has committed to give a consistent amount every month. The nonprofit wants to update the schedule to reflect one-time adjustments to this amount.
What should the consultant recommend to record the regular donations correctly7
Answer: D
Explanation:
Enhanced Recurring Donations in NPSP allows nonprofits to manage recurring donations more flexibly, including making one-time adjustments to the donation amounts. This feature provides a robust way to handle scenarios where donors want to change their regular giving amounts temporarily.
Steps to Implement:
Enable Enhanced Recurring Donations:
Navigate to NPSP Settings -> Donations -> Recurring Donations.
Enable Enhanced Recurring Donations.
Set Up Recurring Donations:
Create a Recurring Donation record for the donor, specifying the regular donation amount and schedule.
Use the Enhanced Recurring Donations feature to adjust the schedule and amounts as needed.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Manage Recurring Donations in NPSP
NEW QUESTION # 225
The admin at a nonprofit is implementing Salesforce Shield in its org to enable field platform encryption.
What are three NPSP considerations when implementing Shield Platform Encryption?
Choose 3 answers
Answer: B,C,E
Explanation:
When implementing Salesforce Shield Platform Encryption with NPSP, there are several key considerations:
Role Name Field on Partial Soft Credit Object:
If the Role Name field on the NPSP Partial Soft Credit object is encrypted, the nightly Soft Credit rollups will fail. This is because the rollup process relies on accessing this field, and encryption can interfere with its functionality.
MergeContacts List Button:
The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted. The merging process requires access to the Contact Name to identify and merge records accurately, which encryption can prevent.
Custom Unique Id Matching:
NPSP Data Import cannot perform Custom Unique Id matching on Accounts and Contacts if the field used for matching is encrypted. This limitation arises because the encryption prevents the import process from accurately comparing and matching the encrypted values.
These considerations highlight the impact of encryption on certain NPSP functionalities, and it is important to plan accordingly when implementing Shield Platform Encryption.
Salesforce Shield Platform Encryption Documentation
Nonprofit Success Pack (NPSP) Documentation on Data Import and Soft Credits
NEW QUESTION # 226
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