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| Section | Objectives |
|---|---|
| Program Management | - Program and service delivery tracking - Program lifecycle management |
| Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
| Constituent Management | - Account and contact data model for nonprofit organizations - Constituent engagement and segmentation |
| Reporting and Insights | - Reports and dashboards for nonprofit KPIs - Outcome measurement and analytics |
| Case and Service Management | - Case management for client services - Service delivery workflows |
| Data Management and Security | - Security, access, and compliance - Data model design and governance |
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NEW QUESTION # 70
A nonprofit organization needs to report outcomes for each of its programs. The organization just finished defining and creating records for each of its Outcomes in Nonprofit Cloud. The organization wants to link the Outcome objects to its Programs and Benefits to see how they are doing. What should the organization use?
Answer: C
NEW QUESTION # 71
A nonprofit wants to send monthly project updates to donors who have given 10 or more times. The nonprofit wants to add new donors who meet this criteria to the newsletter campaign.
How should a consultant ensure the campaign stays current?
Answer: A
Explanation:
To ensure the campaign for monthly project updates to donors who have given 10 or more times stays current, the consultant should:
Create a Contact Report:
Create a report on the Contact object and include a filter to display only those contacts whose total number of gifts meets the criteria (10 or more).
This filter ensures that only the relevant donors are included in the report.
Run the Report Monthly:
Schedule or manually run the report each month to get the updated list of donors.
Use the "Add to Campaign" button to add the contacts from the report to the newsletter campaign, ensuring the campaign list stays current with donors who meet the criteria.
Reference:
Salesforce Reporting Guide
Salesforce Campaign Management Guide
NEW QUESTION # 72
What is a common cause of the NPSP upgrade failing when run in Production and there were no issues running it in the sandbox?
Answer: B
NEW QUESTION # 73
A nonprofit wants to deploy Nonprofit Cloud Case Management into its production org. Which two prerequisites should be considered prior to installing Case Management? (Choose 2)
Answer: C,D
Explanation:
Nonprofit Cloud Case Management (NCCM) is a managed package that extends the capabilities of Salesforce for human services. Like many high-end Salesforce industry solutions, it has specific technical and legal prerequisites that must be met before the installation can succeed.
Prerequisite 1: Provisioned Licenses (A):
NCCM is not a free, open-source tool like NPSP. It is a paid product that requires specific Permission Set Licenses (PSLs) to be provisioned in the org. A consultant must verify that the organization has purchased the necessary licenses through their Salesforce Account Executive. Without these licenses appearing in the
"Company Information" section of Setup, the managed package will not function, and users will not be able to access the custom Case Management objects like Goals, Action Items, or Case Plans.
Prerequisite 2: My Domain (C):
NCCM relies heavily on modern Lightning components and OmniStudio features to power its interactive interfaces (such as the Case Plan Wizard). Salesforce requires My Domain to be enabled and deployed in any org that uses custom Lightning components. My Domain adds a unique prefix to the Salesforce URL (e.g.,
https://my-nonprofit.my.salesforce.com), which is necessary for the secure rendering of these components.
Why other options are incorrect:
* Volunteers for Salesforce (Option B): This is a completely separate application for managing volunteer shifts and is not required for Case Management to function.
* Install NPSP (Option D): While NCCM is often used alongside NPSP, the modern Nonprofit Cloud Case Management package can technically run on a standard Salesforce platform without NPSP, provided the necessary licenses are in place.
NEW QUESTION # 74
A nonprofit has a large volume of contacts, accounts, and address records and wants to migrate all of its data into NPSP.
What are two considerations?
Choose 2 answers
Answer: C,D
Explanation:
When migrating a large volume of contacts, accounts, and address records into NPSP, the following considerations are important:
* Managing Multiple Addresses:
* NPSP allows for multiple addresses per contact or account, which can introduce additional complexity in managing and maintaining these records.
* It is essential to have a clear strategy for handling primary, mailing, and other types of addresses to ensure data consistency and accuracy.
* Data Storage Consumption:
* Each address record consumes additional data storage in Salesforce.
* Nonprofits should be aware of their data storage limits and plan accordingly to avoid running out of storage space.
* Consider archiving old or inactive address records to manage storage usage efficiently.
These considerations help ensure a smooth data migration process and ongoing data management within NPSP.
References:
Salesforce Help: Managing Addresses in NPSP
Nonprofit Success Pack (NPSP) Documentation: Data Management and Storage
NEW QUESTION # 75
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