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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Constituent Management | 20% | - Segmentations and Campaigns - Relationships and Groupings - Affiliations and Memberships - Contact and Organization Records - Household Management |
| Topic 2: NPSP Configuration and Development | 25% | - Account Model Configuration - Affiliations Configuration - NPSP Settings and Preferences - Relationships Management - Data Model Design for Nonprofits - Contacts and Households |
| Topic 3: Donations and Fundraising Management | 20% | - Donation Management - Recurring Donations (Recurring GAU) - Donations Batch Processing - Grant Management - Opportunity and GAU Configuration - Payment Methods and Processing |
| Topic 4: Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - NPSP Best Practices - Requirements Gathering - Integration with External Systems - Data Migration Strategies - User Adoption and Training Planning |
| Topic 5: Analytics and Reporting | 15% | - Rollup Summary Fields - Success Metrics Definition - Custom Report Types - Reports and Dashboards for Nonprofits - Nonprofit Reporting Templates |
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NEW QUESTION # 147
A case manager wants to assign a group of services to a client.
What should the consultant ensure is configured prior to the case manager using the Case Plan Wizard?
Answer: D
Explanation:
To ensure a case manager can assign a group of services to a client using the Case Plan Wizard, the following configuration is required:
Program with Goals and Action Item Templates:
A program in Salesforce should be configured with defined goals and action item templates.
Goals represent the objectives for the client, and action item templates provide the specific tasks or services that need to be delivered.
Steps to Configure:
Navigate to the Program Management Module in Salesforce.
Create or update the program to include the relevant goals that outline the objectives for the clients.
Define action item templates that detail the services or tasks that will help achieve these goals.
Using the Case Plan Wizard:
The Case Plan Wizard utilizes these predefined goals and action item templates to create a structured case plan for the client.
The case manager can select the appropriate goals and action items from the templates during the case plan creation process.
By having a program with goals and action item templates configured, the nonprofit ensures that case managers can efficiently assign and manage services for their clients.
Salesforce Help: Program Management Module
Nonprofit Success Pack (NPSP) Documentation: Configuring Goals and Action Items
NEW QUESTION # 148
A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?
Answer: B
Explanation:
If the Check/Reference Number field is not visible in the report builder, the consultant should check if there is a custom field named "Check/Reference Number" on the Payments object. Here's how to proceed:
Verify Custom Fields on Payments Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Look for a custom field named "Check/Reference Number".
Ensure Field is Included in Report Type:
Go to the Report Builder.
Verify that the report type being used includes the Payments object.
If the report type does not include Payments, create or use a report type that does.
Add Field to Report Layout:
In the Report Builder, ensure the "Check/Reference Number" field is added to the report layout.
Drag and drop the field into the columns of your report.
By ensuring that the custom field is present on the Payments object and included in the report type, the development associate can successfully add the Check/Reference Number to their report.
Salesforce Documentation: Custom Fields
Salesforce Trailhead: Create Reports with the Report Builder
NEW QUESTION # 149
A nonprofit is using NPSP with the default account model and settings. A user creates and saves a new Contact leaving the Account Name blank.
How does NPSP handle the Account?
Answer: C
Explanation:
When using NPSP (Nonprofit Success Pack) with the default account model and a new Contact is created without specifying an Account Name, NPSP automatically creates an Account with a household name.
Default Account Model in NPSP:
NPSP typically uses the Household Account Model by default.
This model groups individuals into households, making it easier to manage and report on donor families.
Automatic Account Creation:
If a Contact is created without an Account Name, NPSP automatically generates a Household Account.
The name of the Household Account is usually derived from the Contact's last name, formatted as "The [LastName] Household." Process:
Step 1: A user creates a new Contact record, leaving the Account Name field blank.
Step 2: Upon saving the Contact, NPSP checks for an existing Household Account.
Step 3: If no Household Account exists, NPSP creates a new Household Account using the Contact's last name.
Benefits:
Organization: Ensures that all Contacts are associated with an Account, maintaining data integrity.
Reporting: Facilitates household-level reporting and analytics.
CertGod Nonprofit Cloud Consultant study guide: "An Account is created with a household name".
NEW QUESTION # 150
A nonprofit is implementing Salesforce for program management. The nonprofit wants to measure user adoption after go-live.
What are two metrics the nonprofit can use to measure user adoption'
Choose 2 answers
Answer: A,B
Explanation:
To measure user adoption after the go-live of Salesforce for program management, the nonprofit can track the following metrics:
Number of Account and Contact Records Created (B):
This metric indicates how actively users are adding new data into the system, reflecting their engagement and usage of Salesforce for managing accounts and contacts.
Percentage of Staff Logging In Weekly (C):
This metric provides insight into how consistently staff members are using Salesforce. High login rates suggest good user adoption, while low rates may indicate a need for additional training or support.
Steps to Measure:
Create Reports:
Use Salesforce reports to track the number of Account and Contact records created over the past 30 days.
Set up a report to monitor user login frequency and calculate the percentage of staff logging in weekly.
Monitor and Analyze:
Regularly review these reports to assess user adoption and identify any areas needing improvement.
Salesforce Adoption Dashboards
Salesforce Trailhead: Measure Salesforce Adoption
NEW QUESTION # 151
A user has reported an error when trying to merge two contacts using NPSP Contact Merge tab.
Which two issues are the likely cause of the problem?
Choose 2 answers
Answer: A,B
Explanation:
(https://trailhead.salesforce.com/en/content/learn/modules/contact-and-account-settings-in-nonprofit-success-pack/merge-duplicate-contacts-and-accounts-npsp) When encountering errors while trying to merge contacts using the NPSP Contact Merge tab, the following issues are likely causes:
Delete Access to Contacts:
The user needs to have delete access to the contacts being merged. Without the necessary permissions, the user will not be able to complete the merge operation.
Ensure that the user's profile or permission set includes delete permissions on the Contact object.
Unique External ID:
If a unique external ID is retained from the non-master contact, it can cause conflicts during the merge process. The system expects unique external IDs to remain unique, and retaining an ID from a record that is being merged (and effectively deleted) can create issues.
Salesforce Nonprofit Success Pack Documentation
Salesforce Merge Contact Permissions Guide
NEW QUESTION # 152
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