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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics | 5% | - Reporting and Insights
|
| Topic 2: Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Topic 3: Solution Design | 20% | - Architecture Design
|
| Topic 4: Integration and Data Management | 15% | - Data Handling
|
| Topic 5: Implementation Strategies and Best Practices | - NPSP Configuration and Setup
|
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NEW QUESTION # 168
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 # 169
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.
Salesforce Reporting Guide
Salesforce Campaign Management Guide
NEW QUESTION # 170
How should a consultant install NPSP in an existing Salesforce organization?
Answer: B
Explanation:
The most efficient way to install NPSP in an existing Salesforce organization is to use the NPSP Installer. Here's how to do it:
Access the NPSP Installer Page:
Go to the NPSP Installer page: NPSP Installer
This page provides the latest version of NPSP and installation instructions.
Initiate the Installation:
Click on the installation link for the latest NPSP version.
Log in to your Salesforce org where you want to install NPSP.
Follow the Installation Wizard:
Follow the prompts in the installation wizard to complete the installation.
Choose the appropriate options based on your organization's needs (e.g., data model selection, configurations).
Complete Post-Install Instructions:
After installation, follow the post-install instructions provided in the documentation. This might include configuring NPSP settings, setting up users, and data import processes.
By following these steps, you can ensure that NPSP is correctly installed and configured in your Salesforce organization.
"Installing NPSP" from Salesforce.org: Installing NPSP
"Post-Install Configuration" from Salesforce Help: Post-Install Configuration
NEW QUESTION # 171
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: B
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.
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 # 172
A nonprofit organization created a custom Opportunity name for all organization donations.
Which two considerations should the consultant discuss with the organization? Choose 2 answers
Answer: C,D
Explanation:
When a nonprofit organization creates a custom Opportunity name for all organization donations, the consultant should discuss the following considerations:
Using the "Refresh Name" Action (B):
The organization should use the "Refresh Name" action to change existing Opportunities to the new naming convention. This action ensures that the custom naming convention is applied correctly.
Navigate to the Opportunity record.
Click on the "Refresh Name" button to update the Opportunity name according to the new naming convention.
Using the "Refresh All Opportunity Names" Button in Bulk Data Processes (C):
For bulk updates, the organization should use the "Refresh All Opportunity Names" button available in Bulk Data Processes.
Go to NPSP Settings.
Under Bulk Data Processes, find the "Refresh All Opportunity Names" button.
Click on it to update all existing Opportunities to the new naming convention in bulk.
These methods ensure that the custom naming convention is applied consistently across all existing Opportunity records, maintaining data integrity and consistency within the Salesforce org.
NEW QUESTION # 173
......
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