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| Section | Weight | Objectives |
|---|---|---|
| Nonprofit Cloud Setup | 22% | - Platform configuration and setup - Organization-wide settings - Data import and migration strategies - User management and permissions |
| Nonprofit Implementation Strategy | 11% | - Solution scalability and maintainability - Stakeholder engagement and requirements gathering - Implementation lifecycle and project planning - Change management and adoption strategies |
| Solution Design | 32% | - Security and access control design - Integration with other Salesforce products - Data model design and architecture - Process automation and workflow design - Align solutions with nonprofit business needs |
| Nonprofit Cloud Feature Configuration | 35% | - Engagement and communication tools - Data processing and rollup configuration - Outcome measurement and reporting - Fundraising management and donor tracking - Grantmaking and award management - Program and service delivery management |
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NEW QUESTION # 34
A nonprofit has its organization-wide sharing settings for all objects set to Private and is using Program Management Module to track Service Deliveries. A subset of Service Delivery records should be visible to selected staff.
How should a consultant meet this requirement?
Answer: D
Explanation:
To ensure that a subset of Service Delivery records are visible to selected staff while maintaining private sharing settings, you should use criteria-based sharing rules:
* Navigate to Sharing Settings:
* Go to Setup in Salesforce.
* Enter "Sharing Settings" in the Quick Find box and select it.
* Create a Criteria-Based Sharing Rule:
* In the Sharing Settings, locate the object for which you want to create the sharing rule (e.g., Service Deliveries).
* Create a new sharing rule and select "Based on Criteria" as the rule type.
* Define the criteria that records must meet to be shared (e.g., specific fields or values that identify the subset of records).
* Specify the users or roles that should have access to these records and define the level of access (Read/Write).
* Save and Apply the Rule:
* Save the sharing rule and ensure it is activated.
* Verify that the selected staff have the appropriate access to the records as defined by the rule.
By using criteria-based sharing rules, you can selectively grant access to specific records without compromising the overall privacy settings of the organization.
References:
Salesforce Help: Setting Up Sharing Rules
Nonprofit Success Pack (NPSP) Documentation on Sharing and Security Settings
NEW QUESTION # 35
How often are updates to the NPSP pushed to production orgs?
Answer: D
NEW QUESTION # 36
An admin at a nonprofit using NPSP finds that the donation totals on a handful of donor's records are not showing the right totals.
How should the consultant troubleshoot this?
Answer: D
Explanation:
When donation totals on donor records are not showing correctly in NPSP, one common issue is that the Customizable Rollups might be configured incorrectly. Specifically, it's crucial to verify that the correct target custom field is chosen for the rollup calculations.
Steps to Troubleshoot:
* Check Customizable Rollups Settings:
* Navigate to NPSP Settings -> Donations -> Customizable Rollups.
* Review the rollup configurations to ensure that the correct fields are selected as targets for the rollup calculations.
* Verify Target Fields:
* Confirm that the fields where the totals should appear are correctly mapped in the rollup settings.
* Ensure there are no discrepancies or misconfigurations that might cause incorrect calculations.
* Review Opportunity Primary Contact:
* While the primary contact verification is less likely to affect donation totals directly, it's good practice to check that the opportunities are correctly associated with the primary contacts.
References:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Configure Customizable Rollups in NPSP
NEW QUESTION # 37
A nonprofit has asked a consultant to configure Lightning Record Pages to optimize the user interface.
Which two resources should the consultant use to ensure the nonprofit staff are up to date on the latest Salesforce platform features and best practices?
Choose 2 answers
Answer: A,C
NEW QUESTION # 38
A nonprofit realizes that the target deployment date is concurrent with a Salesforce major seasonal release window.
Which two steps should the nonprofit take when finalizing the plan for the new feature in production?
Choose 2 answers
Answer: A,D
Explanation:
When finalizing the plan for new features during a Salesforce major seasonal release window:
* Verify Sandbox Release:
* Check if the sandbox is on the same release as production to ensure consistency. Navigate to Setup -> Company Information in both environments to verify the release versions.
* Review Sandbox Preview Instructions:
* Salesforce provides sandbox preview instructions before a major release. Review these instructions to understand the new features and changes. Go to the Salesforce Release Readiness
& Feature Adoption group on the Trailblazer Community for the latest updates.
* Prepare Change Sets:
* Create and validate change sets in the sandbox environment. Ensure all components are tested and ready for deployment after the production instance is upgraded.
* Monitor Release Window:
* Keep track of the Salesforce release window schedule to plan the deployment timing accordingly.
Avoid deploying changes during the release window to prevent conflicts or unexpected issues.
References:
Salesforce Release Readiness & Feature Adoption Documentation
Salesforce Sandbox Preview Instructions
Salesforce Trailblazer Community for Release Updates
NEW QUESTION # 39
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