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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
|
| Topic 2: Constituent Engagement | 8% | - Configure and implement constituent management
|
| Topic 3: Analytics and Reporting | 15% | - Configure and implement reports and dashboards
|
| Topic 4: Domain Expertise | 10% | - Explain the nonprofit landscape and Salesforce solutions
|
| Topic 5: Fundraising | 20% | - Explain the data model and functionality for fundraising
|
| Topic 6: Program and Service Delivery | 15% | - Explain the data model for programs
|
| Topic 7: Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
|
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NEW QUESTION # 46
A nonprofit organization is using a free trial of Nonprofit Cloud and engages with a consultant to do some custom configuration work. The consultant starts to gather requirements and look at the overall design. Which two things should the consultant know about the trial experiences available on the Salesforce.org website?
Answer: C,D
Explanation:
Understanding the trial experiences available on the Salesforce.org website is crucial for setting expectations and planning custom configuration work. Here's detailed information about the trial options:
* Available Trial Experiences:
* Lightning Enterprise: This option provides a standard Salesforce Lightning Enterprise edition, suitable for exploring core CRM capabilities.
* Lightning Enterprise + NPSP: This trial includes the Nonprofit Success Pack (NPSP) on top of the Lightning Enterprise edition, tailored specifically for nonprofit needs.
* Free Trial Period:
* The free trial period for Salesforce.org trials is 30 days. This provides enough time to explore features, gather requirements, and conduct initial custom configuration work.
* Why Not Other Options:
* Option A: While free licenses may be available for qualified customers, this is separate from the trial experience and not universally applicable.
* Option D: The trial orgs provided by Salesforce.org are typically not Developer Edition orgs but are configured to showcase the Enterprise capabilities with or without NPSP.
By knowing that the trial choices include Lightning Enterprise or Lightning Enterprise + NPSP and that the free trial period is for 30 days, the consultant can effectively plan and execute the initial phases of the project.
Salesforce.org Trial Experiences Information
Salesforce Nonprofit Success Pack (NPSP) Documentation
NEW QUESTION # 47
A nonprofit uses NPSP to manage its sustained giving program and plans to add Accounting Subledger.
Which configuration should the nonprofit review before the implementation?
Answer: D
Explanation:
Before implementing the Accounting Subledger, review the following configurations:
* Review Accounting Triggers:
* Ensure that your Salesforce instance has the necessary triggers enabled to support the Accounting Subledger.
* Go to Setup -> Triggers, and verify the status of triggers related to accounting functionalities.
* Check Recurring Donations:
* Navigate to NPSP Settings -> Recurring Donations.
* Verify that the configuration aligns with the needs of the Accounting Subledger, ensuring proper allocation and tracking of recurring donations.
* Payment Allocations:
* Check the settings for payment allocations to ensure they are correctly mapped to the general ledger accounts used in your accounting system.
* NPSP Settings:
* Verify the overall NPSP settings to ensure there are no conflicts with the Accounting Subledger functionalities.
References:
Salesforce Accounting Subledger Documentation
Salesforce Nonprofit Success Pack (NPSP) Configuration Guide
Salesforce Trailhead: Configure Nonprofit Success Pack
NEW QUESTION # 48
A nonprofit processed a donation, and then the donor asked the nonprofit to also credit their spouse on that gift.
Assuming standard NP5P configuration, what should a consultant recommend to satisfy this request?
Answer: A
Explanation:
https://powerofus.force.com/s/article/NPSP-Configure-Automated-Soft-Credits#ariaid-title6 To automatically credit the spouse for a donation in NPSP, the consultant should recommend enabling Automatic Soft Credit for household members in the NPSP settings. This setting ensures that any donation made by a household member is automatically soft credited to other members of the household.
Steps to Enable:
Navigate to NPSP Settings:
Go to Setup -> NPSP Settings.
Enable Automatic Soft Credits:
Under Donations -> Soft Credits, enable the option for Automatic Soft Credit for Household Members.
Verify Soft Credits:
Check the Opportunity records to ensure that soft credits are correctly applied to household members.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Manage Soft Credits in Nonprofit Success Pack (NPSP) Top of Form Bottom of Form
NEW QUESTION # 49
A nonprofit is moving from a legacy donor management system to NPSP. The nonprofit wants to retain the legacy system's 150 donation appeal source codes as historical data.
What should the consultant recommend?
Answer: C
Explanation:
https://www.plative.com/preparing-for-salesforce-data-migration-with-nonprofit-success-pack/
NEW QUESTION # 50
A consultant using CumulusCI has customized a nonprofit's org and wants them to validate these changes with the latest release of NPSP which will be pushed to production one week later.
What are two ways the consultant can deploy this for the nonprofit after the release is announced?
Choose 2 answers
Answer: B,C
Explanation:
When preparing for an upcoming NPSP release and wanting to validate customizations, the consultant can take the following approaches:
Test Customizations in an Updated Sandbox (A):
Update the sandbox to the latest release of NPSP.
Deploy the customizations to the updated sandbox and thoroughly test them to ensure compatibility with the new release.
Configure a Scratch Org with NPSP Dependency and Test Customizations (D):
Set up a new scratch org using Salesforce DX and include the NPSP dependency.
Deploy the customizations to the scratch org and test them to validate their functionality with the latest NPSP release.
Steps to Implement:
Update Sandbox:
Refresh the sandbox and ensure it is on the same version as the upcoming NPSP release.
Deploy and test the customizations in the sandbox environment.
Set Up Scratch Org:
Use Salesforce DX to create a scratch org with the necessary NPSP configurations.
Deploy the customizations to the scratch org and perform testing.
Reference:
Salesforce Developer Documentation on Sandboxes and Scratch Orgs
Salesforce Trailhead: Salesforce DX and Development Environments
NEW QUESTION # 51
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