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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Donations and Fundraising Management | 20% | - Donations Batch Processing - Donation Management - Recurring Donations (Recurring GAU) - Payment Methods and Processing - Grant Management - Opportunity and GAU Configuration |
| Topic 2: NPSP Configuration and Development | 25% | - Contacts and Households - NPSP Settings and Preferences - Affiliations Configuration - Data Model Design for Nonprofits - Relationships Management - Account Model Configuration |
| Topic 3: Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - Integration with External Systems - Requirements Gathering - User Adoption and Training Planning - Data Migration Strategies - NPSP Best Practices |
| Topic 4: Analytics and Reporting | 15% | - Success Metrics Definition - Nonprofit Reporting Templates - Reports and Dashboards for Nonprofits - Rollup Summary Fields - Custom Report Types |
| Topic 5: Constituent Management | 20% | - Contact and Organization Records - Household Management - Segmentations and Campaigns - Relationships and Groupings - Affiliations and Memberships |
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NEW QUESTION # 213
A nonprofit considers risk mitigation to be vital to the success of its implementation project.
What are three elements impacted by change that cause risk?
Answer: A
Explanation:
https://trailhead.salesforce.com/content/learn/modules/project-risk-management-for-partners/identify-assess-address-risk In project management, the three elements impacted by change that cause risk are cost, quality, and time. These elements are often referred to as the project management triangle or triple constraint.
Elements Impacted by Change:
Cost: Changes can lead to increased project costs, affecting the budget and financial resources.
Quality: Changes can impact the quality of the project deliverables, potentially leading to rework or reduced standards.
Time: Changes can affect the project timeline, causing delays and extending the project schedule.
Steps for Risk Mitigation:
Identify Potential Risks:
Conduct a risk assessment to identify potential changes that could impact cost, quality, or time.
Develop Mitigation Strategies:
Create plans to mitigate identified risks, including contingency plans and resource allocations.
Monitor and Control:
Regularly monitor the project for changes and adjust plans as necessary to manage risks effectively.
Salesforce Project Management Best Practices
Salesforce Trailhead: Risk Management in Project Management
NEW QUESTION # 214
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: A
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 # 215
A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.
What should the consultant advise to capture this in Salesforce?
Answer: B
Explanation:
To capture information for grants and easily access previous grant details, the following setup can be used in Salesforce:
Previous Grant/Gift Opportunity Lookup Field:
Add a lookup field on the Opportunity object called "Previous Grant/Gift Opportunity".
When creating a new grant Opportunity, fill in this field with the previous grant's Opportunity record.
Is Grant Renewal Checkbox:
Add a checkbox field on the Opportunity object called "Is Grant Renewal".
Check this box for Opportunities that are renewals of previous grants.
Grant Tracking and Reporting:
This setup allows easy tracking of grant renewals and provides a straightforward way to report on grants and their renewals.
Use reports and dashboards to summarize and analyze grant data, including renewals.
By linking each renewal grant to the original grant Opportunity, you maintain a clear record of the grant history, making it easy to access previous grant information and analyze grant renewals.
"Grant Management Best Practices" from Salesforce Help: Grant Management
"Nonprofit Success Pack Grant Management" from Salesforce.org: NPSP Grant Management
NEW QUESTION # 216
A developer needs to create a custom Apex class in the TDTM framework. Which sets of steps should the developer take?
Answer: B
Explanation:
To create a custom Apex class in the TDTM (Table Driven Trigger Management) framework, follow these steps:
Create the Apex Class:
In Salesforce, go to Setup.
Navigate to "Apex Classes" under "Custom Code".
Click "New" and create your custom Apex class.
Ensure the class implements the TDTM framework correctly.
Create the Test Class:
Create a corresponding test class to ensure your Apex class functions as expected.
This is essential for maintaining code coverage and passing Salesforce deployment requirements.
Create a Trigger Handler Record:
Go to the TDTM Trigger Handlers tab.
Create a new Trigger Handler record and link it to your custom Apex class.
Define the order of execution and the object the trigger applies to.
These steps ensure that your custom Apex class is correctly integrated into the TDTM framework, maintaining organized and manageable trigger logic.
Salesforce NPSP Documentation: TDTM Overview
Salesforce Trailhead: Apex Basics & Database
NEW QUESTION # 217
The requirements for a Salesforce implementation have been gathered, but there are teams with competing priorities and the overall project goals are undefined.
What are two reasons a project team must define goals?
Choose 2 answers
Answer: A,B
Explanation:
Defining goals is crucial for any project, including Salesforce implementations. Goals help ensure that the project has a clear direction and measurable outcomes. Here are the reasons:
Measure and Prove Results (B):
Setting clear goals allows the project team to measure progress and success. It provides a benchmark against which results can be compared, helping to demonstrate the project's impact and value.
Define a Clear Purpose (C):
Goals help articulate the purpose of the project, providing clarity and focus. This ensures that all team members understand the objectives and work towards a common aim, reducing confusion and aligning efforts.
Salesforce Project Management Best Practices
Salesforce Trailhead: Define Project Goals and Objectives
NEW QUESTION # 218
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