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| Section | Weight | Objectives |
|---|---|---|
| Donations and Fundraising Management | 20% | - Opportunity and GAU Configuration - Grant Management - Donation Management - Recurring Donations (Recurring GAU) - Payment Methods and Processing - Donations Batch Processing |
| Analytics and Reporting | 15% | - Nonprofit Reporting Templates - Success Metrics Definition - Reports and Dashboards for Nonprofits - Rollup Summary Fields - Custom Report Types |
| NPSP Configuration and Development | 25% | - Relationships Management - Account Model Configuration - Data Model Design for Nonprofits - Contacts and Households - Affiliations Configuration - NPSP Settings and Preferences |
| Constituent Management | 20% | - Contact and Organization Records - Affiliations and Memberships - Segmentations and Campaigns - Household Management - Relationships and Groupings |
| Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - User Adoption and Training Planning - Requirements Gathering - NPSP Best Practices - Data Migration Strategies - Integration with External Systems |
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NEW QUESTION # 99
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.
"Grant Management in Salesforce" from Salesforce Help: Grant Management
"Using NPSP for Grant Management" from Salesforce.org: Grant Management with NPSP
NEW QUESTION # 100
The vice president of development of a nonprofit organization wants to be able to review giving in the pipeline at a high level, and track the organization's process towards finding new potential donors. The VP also wants to track program metrics as compared to donor histories. What should the consultant advise?
Answer: C
Explanation:
To address the VP of development's needs:
Review Existing Dashboard: Start by reviewing the existing components on the NPSP Development Forecasting dashboard. This provides a high-level view of the current giving pipeline.
Create Additional Reports: Develop new reports to track program metrics and compare them to donor histories. These new reports should capture the necessary program data.
Edit Dashboard: Modify the existing dashboard to include the new components that reflect the additional program data and metrics.
This approach leverages the existing infrastructure and enhances it to meet the organization's specific needs.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Customizing Dashboards in NPSP
NEW QUESTION # 101
A user at a nonprofit is trying to run a mailing list report on a campaign using the NPSP Household Mailing List button. They receive an error saying, "the data you are trying to access is unavailable." The button works as expected for the system administrator.
What should the consultant advise to troubleshoot the issue?
Answer: D
Explanation:
The error message "the data you are trying to access is unavailable" when running a mailing list report on a campaign using the NPSP Household Mailing List button likely indicates a permissions issue. Since the button works as expected for the system administrator, the issue is probably related to user permissions.
Apex Class Access (A): The most likely cause is that the user does not have access to the necessary Apex Class for Manage Households. Ensure that the user has the required permissions to access and execute this Apex Class.
Salesforce Nonprofit Success Pack Documentation
Salesforce Help: Manage Apex Classes and Permissions
NEW QUESTION # 102
A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?
Answer: D
Explanation:
If the Check/Reference Number field is not visible in the report builder, the consultant should check if there is a custom field named "Check/Reference Number" on the Payments object. Here's how to proceed:
Verify Custom Fields on Payments Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Look for a custom field named "Check/Reference Number".
Ensure Field is Included in Report Type:
Go to the Report Builder.
Verify that the report type being used includes the Payments object.
If the report type does not include Payments, create or use a report type that does.
Add Field to Report Layout:
In the Report Builder, ensure the "Check/Reference Number" field is added to the report layout.
Drag and drop the field into the columns of your report.
By ensuring that the custom field is present on the Payments object and included in the report type, the development associate can successfully add the Check/Reference Number to their report.
Salesforce Documentation: Custom Fields
Salesforce Trailhead: Create Reports with the Report Builder
NEW QUESTION # 103
A nonprofit wants to convert from Legacy Recurring Donations to Enhanced Recurring Donations.
What are two considerations the nonprofit should take into account before making the switch?
Choose 2 answers
Answer: B,D
Explanation:
Before converting from Legacy Recurring Donations to Enhanced Recurring Donations, nonprofits should consider several factors to ensure a smooth transition. Enhanced Recurring Donations offer improved functionality but may introduce compatibility issues with existing integrations. Additionally, once the switch is made, reverting to Legacy Recurring Donations is not supported, which means careful planning and testing are essential.
Steps:
Review all existing integrations to ensure compatibility with Enhanced Recurring Donations.
Conduct thorough testing in a sandbox environment to identify any potential issues.
Inform stakeholders that reverting to Legacy Recurring Donations is not supported once the switch is made.
Plan for a phased rollout and provide training to users on the new features and processes.
CertGod Nonprofit Cloud Consultant Guide: Discusses considerations and steps for transitioning to Enhanced Recurring Donations.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Details the features and limitations of Enhanced Recurring Donations.
NEW QUESTION # 104
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