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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Fundraising | 20% | - Explain the data model and functionality for fundraising
|
| Topic 2: Constituent Engagement | 8% | - Explain strategies for constituent engagement
|
| Topic 3: Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
|
| Topic 4: Analytics and Reporting | 15% | - Configure and implement reports and dashboards
|
| Topic 5: Domain Expertise | 10% | - Explain the nonprofit landscape and Salesforce solutions
|
| Topic 6: Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
|
| Topic 7: Program and Service Delivery | 15% | - Explain the data model for programs
|
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NEW QUESTION # 43
A nonprofit is rolling out a new implementation of Salesforce and NPSP containing custom code. The project go-live date is a few days before a Salesforce release. The project team has proposed developing in a sandbox on a preview instance to review new features and then deploy to production prior to the release date.
Which important consideration should the consultant discuss with the project team?
Answer: D
NEW QUESTION # 44
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: B,D
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.
Reference:
Salesforce Adoption Dashboards
Salesforce Trailhead: Measure Salesforce Adoption
NEW QUESTION # 45
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: D
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 # 46
A nonprofit organization wants to automate some of its routine activities.
Which declarative Salesforce solution is designed for process automation?
Answer: A
NEW QUESTION # 47
A large non-profit organization needs to keep track of a vast network of donors in NPSP. The donors have their own complex relationships, where they may be related to many different Accounts. Which Salesforce object does Saleforce.org recommend using to address this complexity?
Answer: A
Explanation:
Salesforce.org recommends using the Affiliations object to address the complexity of tracking donors who have relationships with many different Accounts. The Affiliations object is designed to manage and represent the various roles and relationships that a Contact can have with multiple Accounts. This is especially useful for non-profit organizations that need to track complex and multifaceted relationships between donors and organizations.
* Understanding Affiliations in NPSP:
* Affiliations are used to track the various roles a Contact has with different Accounts.
* Each Affiliation record links a Contact to an Account, along with a Role and a Status.
* This allows organizations to manage and report on the different ways Contacts are connected to multiple Accounts.
* Setting Up Affiliations:
* In NPSP (Nonprofit Success Pack), navigate to the App Launcher and select "NPSP Settings."
* Under the Affiliations section, you can configure different settings related to Affiliations, such as default role values and Affiliation mappings.
* Creating and Managing Affiliations:
* When creating a new Contact or updating an existing one, you can add Affiliation records to link the Contact to various Accounts.
* Navigate to the Contact's detail page, and in the Affiliations related list, click "New Affiliation."
* Fill out the required fields such as Account, Role, and Status, then save the record.
* Using Affiliations for Reporting:
* Affiliations can be included in reports to analyze the relationships Contacts have with multiple Accounts.
* For example, you can create a report to show all Contacts and their respective roles in various organizations, which helps in understanding the network and influence of donors.
* Benefits of Using Affiliations:
* It provides a structured way to manage complex donor relationships.
* Enhances reporting capabilities by allowing detailed analysis of donor connections.
* Improves data accuracy by avoiding duplicate records and ensuring each Contact's relationships are properly tracked.
References:
CertGod Nonprofit Cloud Consultant study guide: "Which Salesforce object does Saleforce.org recommend using to address this complexity?" Salesforce Nonprofit Success Pack documentation on Affiliations: "Manage and represent the various roles and relationships that a Contact can have with multiple Accounts."
NEW QUESTION # 48
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