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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Topic 2: Solution Design | 20% | - Architecture Design
|
| Topic 3: Implementation Strategies and Best Practices | - Project Delivery
| |
| Topic 4: Analytics | 5% | - Reporting and Insights
|
| Topic 5: Integration and Data Management | 15% | - Data Handling
|
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NEW QUESTION # 77
In the NPSP Data Import Template, the Account fields should contain which two types of information?
Choose 2 answers
Answer: C,D
Explanation:
In the NPSP Data Import Template, the Account fields should contain:
Household-related data:
This data includes information pertinent to the household of the contacts, such as household name and address. Household-related data is crucial for managing and segmenting contacts within the NPSP.
Contact's employer-related data:
This data includes the employer's name and details, which helps in tracking affiliations and donations made by contacts through their employers. It is essential for managing donor relationships and corporate affiliations.
NEW QUESTION # 78
A nonprofit receives grants so it can offer scholarships to students who attend the nonprofit*s community training programs.
Answer: C
Explanation:
To track grants, scholarships, and training programs in Salesforce for a nonprofit, you should use a combination of the Program Management Module (PMM), Outbound Funds Module (OFM), and Education Data Architecture (EDA). Here's how to set it up:
Track Grants with PMM:
Use the Program Management Module to manage the grants your nonprofit receives.
Create Program records for each grant and link them to the related donor accounts.
Track details such as grant amount, application status, and reporting requirements using custom fields or standard fields in PMM.
Track Scholarships with OFM:
Install and configure the Outbound Funds Module to manage scholarships.
Create Funding Programs for different types of scholarships.
Use the Funding Requests object to track individual scholarship applications and awards, linking them to the recipients (Contacts).
Track Training Programs with EDA:
Implement the Education Data Architecture to manage training programs.
Create Program records for each training program.
Use the Course Connections object to link participants (Contacts) to the training programs and track their progress.
Integrate and Report:
Use Salesforce's reporting tools to create integrated reports across these modules.
For example, you can create a report that shows the total grants received, scholarships awarded, and participants enrolled in training programs.
Salesforce Program Management Module Documentation: PMM Documentation.
Salesforce Outbound Funds Module Documentation: OFM Documentation.
Salesforce Education Data Architecture Documentation: EDA Documentation.
NEW QUESTION # 79
The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total.
How can this be accomplished with NPSP using Account records for the grant making institution?
Answer: D
Explanation:
To track grant lifecycles using the Nonprofit Success Pack (NPSP), you can utilize a combination of Opportunities, Payments, Deliverables, and Activities. Here's how you can set this up:
Opportunities for Grants:
Create an Opportunity record for each grant.
Use custom fields or record types to distinguish grants from other types of Opportunities.
Payments:
Use the Payments object to track actual disbursements for each grant.
Associate Payments with the corresponding Opportunity.
Deliverables for Applications and Deadlines:
Create Deliverables (a custom object or use Tasks/Activities) to track grant applications and reporting deadlines.
Link Deliverables to the Opportunity record.
Activities for Action Assignments:
Use Tasks or Events to assign actions to staff members.
These activities can be associated with the Opportunity to keep everything organized.
By using these elements, you can have a comprehensive view of each grant's lifecycle, from application to final reporting, including all associated payments and staff actions.
"Grant Management in Salesforce" from Salesforce Help: Grant Management
"Using NPSP for Grant Management" from Salesforce.org: Grant Management with NPSP
NEW QUESTION # 80
A nonprofit wants to run an enrollment report for its education classes.
Which Program Management Module object should the consultant use to build the report?
Answer: C
Explanation:
To run an enrollment report for education classes in Salesforce using the Program Management Module (PMM), the "Program Engagement" object is the most appropriate. Here are the steps to create such a report:
Understand Program Engagements:
Program Engagements track the relationship between a participant (Contact) and the program (Program) they are enrolled in. This object captures key details like enrollment status, start and end dates, and related services.
Create a Custom Report Type:
Navigate to Setup > Report Types.
Click "New Custom Report Type."
Select "Program Engagement" as the primary object.
Define the relationships with related objects such as Contacts and Programs.
Build the Enrollment Report:
Go to the Reports tab and click "New Report."
Select the custom report type you just created.
Add relevant fields such as Participant Name (Contact), Program Name, Enrollment Status, Start Date, and End Date.
Apply filters to narrow down the report to specific classes or time periods as needed.
Customize and Save the Report:
Group the report by Program Name or Participant Name to get a clear view of enrollments.
Add summary fields to count enrollments or calculate averages if needed.
Save and run the report to view the enrollment data.
Salesforce Program Management Module Documentation: Detailed instructions on setting up and using PMM for managing programs and engagements. Salesforce PMM Documentation.
NEW QUESTION # 81
A nonprofit stores a government-issued personal identification number on each constituent's Contact record in an encrypted field.
What should a consultant enable on a Permission Set to ensure the personal identification number is fully accessible by a subset of org users'?
Answer: C
Explanation:
To ensure that a subset of users can fully access the government-issued personal identification numbers stored in encrypted fields on Contact records, you must enable the "View Encrypted Data" permission in a permission set. This permission allows users to see the actual encrypted data instead of a masked value.
Steps to Enable:
Create or Edit a Permission Set:
Navigate to Setup -> Permission Sets.
Create a new permission set or edit an existing one.
Enable View Encrypted Data:
In the permission set, go to System Permissions.
Enable the "View Encrypted Data" permission.
Assign Permission Set:
Assign the permission set to the appropriate users who need to access the encrypted data.
Salesforce Help: Encrypt Custom Fields
Salesforce Trailhead: Data Security and Encryption
NEW QUESTION # 82
......
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