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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Fundraising | 20% | - Configure and implement fundraising features
|
| Topic 2: Program and Service Delivery | 15% | - Configure and implement program management
|
| Topic 3: Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
|
| Topic 4: Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
|
| Topic 5: Constituent Engagement | 8% | - Configure and implement constituent management
|
| Topic 6: Domain Expertise | 10% | - Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
|
| Topic 7: Analytics and Reporting | 15% | - Explain reporting and dashboard strategies
|
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NEW QUESTION # 107
A nonprofit organization is using NPSP to manage its contacts and their families. What should the consultant recommend about adding other common connections such as siblings and deceased and divorced spouses?
Answer: A
NEW QUESTION # 108
A Salesforce admin changes an Engagement Plan Template as requested by the development team. The development manager expects to see the changes reflected on an existing Engagement Plan using that Template on a campaign. Why is the development manager unable to see the Template changes?
Answer: A
Explanation:
In NPSP, Engagement Plans are used to automate the creation of a set of tasks when a specific goal is identified (e.g., "Major Donor Stewardship"). It is critical to understand the relationship between the Template and the Instance.
The Logic of Decoupling:
* The Template: This is the "blueprint" that defines which tasks should be created, who should own them, and what their due dates are relative to the start date.
* The Engagement Plan (Instance): When a user applies a template to a Contact or Campaign, the system "explodes" the template and creates actual Task records and an Engagement Plan record.
* Persistence: Once those tasks are created, they become independent records. If an admin modifies the original Engagement Plan Template (e.g., adding a new task or changing a deadline), NPSP does not retroactively update existing tasks or plans that were already generated. This is intentional to prevent disrupting ongoing workflows or overwriting manual changes staff may have made to their active tasks.
* Result: Any modifications to the template will only be visible on new Engagement Plans created after the change was saved.
To update existing plans, the manager would have to delete the current Engagement Plan and re-apply the updated template, or manually add the new tasks to the current records.
NEW QUESTION # 109
A nonprofit organization is using Volunteers for Salesforce and wants its volunteers to be able to log their own volunteer hours.
Which two solutions should a consultant propose to meet this need? Choose 2 answers
Answer: C,D
Explanation:
To allow volunteers to log their own hours in Volunteers for Salesforce, the consultant should propose setting up the Volunteers Personal Site or adding a Log Volunteer Hours section on the nonprofit's website.
Volunteers Personal Site:
This site allows volunteers to log in and manage their hours directly within Salesforce.
Steps to Set Up:
Navigate to Setup > Sites.
Create a new site and configure it to use the Volunteers for Salesforce functionality.
Add the Volunteers Personal Site tab and configure the permissions.
Direct volunteers to use this site to log their hours.
Log Volunteer Hours Section on Website:
Create a section on the nonprofit's website where volunteers can log their hours.
Steps to Set Up:
Design a web form that captures the volunteer's job or shift and the hours worked.
Use Salesforce Web-to-Case or Web-to-Lead to capture this data and create records in Salesforce.
Direct volunteers to this section to submit their hours.
Both solutions provide a user-friendly way for volunteers to log their hours without requiring manual entry by staff.
NEW QUESTION # 110
The development director at a nonprofit needs to track grant lifecycles using NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments. How should the consultant model payments, applications, reporting deadlines, and actions in NPSP for the grant seeking institution?
Answer: B
Explanation:
Tracking the "Grant Seeking" process in NPSP requires a specific mapping of business requirements to the NPSP data model. Unlike "outbound" grantmaking, "inbound" grant seeking uses the Opportunity object as the primary record for each grant proposal.
Mapping the Lifecycle:
* Applications & Reporting Deadlines (Deliverables): In NPSP, the Deliverable object is specifically designed to track milestones associated with a grant Opportunity. An "Application Submission" is a deliverable (the first milestone), and "Mid-Year Report" or "Final Report" are subsequent deliverables with specific due dates. This allows the development director to see a calendar of all upcoming grant requirements.
* Payments (Opportunities with Payments): While the Opportunity tracks the total amount awarded, the Payment object in NPSP tracks the actual cash coming in. Since grants are often paid in multiple installments (multi-year grants), using the related Payments list is the standard way to reconcile the total award against what has actually been deposited in the bank.
* Actions (Activities): Standard Salesforce Activities (Tasks and Events) are used to track the day-to- day engagement steps, such as "Draft Narrative," "Call Program Officer," or "Review Budget." These are the "internal" actions assigned to staff members.
Why other options are incorrect:
* Option A: Recurring Donations are for open-ended, sustaining gifts (like monthly donors), not for specific fixed-amount grant awards with a set payment schedule.
* Option C: Using Activities for reporting deadlines is a poor practice because activities are easily deleted or closed without the formal tracking and field-level detail (like "Grantee Requirements") that the Deliverable object provides.
NEW QUESTION # 111
A consultant needs to load a large volume of data for a nonprofit.
Which two steps should the consultant take before the data loads to speed up the process?
Choose 2 answers
Answer: B,D
Explanation:
When loading a large volume of data for a nonprofit, the following steps can significantly speed up the process:
Defer Sharing Rule Calculation:
Defer the sharing rule calculations during the data load process. This prevents Salesforce from recalculating sharing rules for each record as it is loaded, which can slow down the process considerably.
After the data load is complete, you can manually trigger the sharing rule recalculations.
Steps to Defer Sharing Rule Calculation:
Go to Setup.
Enter "Defer Sharing Calculations" in the Quick Find box.
Enable the deferment option before starting the data load.
Disable Related Apex Classes in TDTM:
Temporarily disable Apex triggers and classes in the TDTM (Table Driven Trigger Management) framework to reduce processing overhead during the data load.
This ensures that the system doesn't execute complex Apex code for each record being loaded.
Steps to Disable Related Apex Classes in TDTM:
Go to NPSP Settings.
Navigate to TDTM (Table Driven Trigger Management).
Identify and disable the relevant triggers and classes temporarily.
These steps help streamline the data loading process by minimizing the processing and recalculations that Salesforce would otherwise perform on each record.
Reference:
Salesforce Help: Defer Sharing Rule Calculation
Nonprofit Success Pack (NPSP) Documentation: Managing TDTM Settings
NEW QUESTION # 112
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