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| Section | Weight | Objectives |
|---|---|---|
| Nonprofit Cloud Setup | 22% | - User management and permissions - Platform configuration and setup - Organization-wide settings - Data import and migration strategies |
| Nonprofit Implementation Strategy | 11% | - Stakeholder engagement and requirements gathering - Change management and adoption strategies - Solution scalability and maintainability - Implementation lifecycle and project planning |
| Nonprofit Cloud Feature Configuration | 35% | - Outcome measurement and reporting - Engagement and communication tools - Grantmaking and award management - Data processing and rollup configuration - Fundraising management and donor tracking - Program and service delivery management |
| Solution Design | 32% | - Align solutions with nonprofit business needs - Data model design and architecture - Security and access control design - Process automation and workflow design - Integration with other Salesforce products |
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NEW QUESTION # 36
The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile.
What should the consultant do?
Answer: D
Explanation:
To track nested campaigns effectively, Salesforce Campaign Hierarchies can be utilized. Here are the steps to set this up:
Create Parent Campaign:
Create the top-level parent Campaign called "Friends of the Organization".
Create Sub-Campaigns:
Create sub-campaigns under the parent campaign for each hierarchical level: FY19, Capital Campaign, Annual Fund, Digital Donations, and Mobile.
Link each sub-campaign to its parent campaign using the Parent Campaign lookup field.
Configure Campaign Hierarchy Settings:
Ensure the Campaign Hierarchy settings are configured to allow for the desired depth of nested campaigns.
Track Campaign Performance:
Use Campaign Hierarchy reports to track the performance of each campaign within the hierarchy.
Analyze metrics such as total donations, engagement, and conversion rates at each level.
By creating a structured Campaign Hierarchy, the nonprofit can effectively track and manage complex campaign structures, gaining insights into performance at each level of the hierarchy.
Reference:
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Campaign Management
NEW QUESTION # 37
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: B
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.
Reference:
"Grant Management in Salesforce" from Salesforce Help: Grant Management
"Using NPSP for Grant Management" from Salesforce.org: Grant Management with NPSP
NEW QUESTION # 38
A consultant is using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household.
Which manual action will the consultant need to take after the Conversion Utility tool runs successfully?
Answer: A
NEW QUESTION # 39
A finance associate needs to track specific funds associated with gifts from individuals and organizations. Gifts may be received as either single amounts associated with one or more funds, and totals by fund will need to be reported on for reconciliation with a finance system.
How should the consultant accomplish this with NPSP?
Answer: A
Explanation:
To track specific funds associated with gifts from individuals and organizations in NPSP, the consultant should create General Accounting Unit (GAU) records for each of the funds and associate them with the Opportunity by GAU Allocation record amounts.
Steps:
Log in to Salesforce: Access the Salesforce org with NPSP installed.
Create GAU Records:
Navigate to the App Launcher and search for "General Accounting Units".
Click "New" to create a new GAU record for each fund.
Fill in the necessary details such as GAU Name, Description, and any other relevant information.
Save the GAU records.
Associate GAUs with Opportunities:
Navigate to the Opportunity related to the donation.
In the Opportunity record, find the "GAU Allocations" related list.
Click "New" to create a new GAU Allocation.
Select the appropriate GAU record from the lookup field.
Enter the allocation amount and any other necessary details.
Save the GAU Allocation record.
Reporting: Use standard or custom reports to track and report on GAU Allocations for reconciliation with the finance system.
Reference:
CertGod Nonprofit Cloud Consultant Guide
NEW QUESTION # 40
A major donor officer needs to capture wealth scoring to support individual cultivations.
How is this best represented in the NPSP?
Answer: A
NEW QUESTION # 41
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