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| Section | Weight | Objectives |
|---|---|---|
| Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
|
| Analytics and Reporting | 15% | - Configure and implement reports and dashboards
|
| Program and Service Delivery | 15% | - Configure and implement program management
|
| Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
|
| Domain Expertise | 10% | - Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
|
| Constituent Engagement | 8% | - Configure and implement constituent management
|
| Fundraising | 20% | - Explain the data model and functionality for fundraising
|
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NEW QUESTION # 93
A nonprofit receives many tribute gifts and wants to ensure that the person being honored by the gift consistently receives the proper soft credit.
How should the consultant advise them to configure this in NPSP?
Answer: C
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/set- up-soft-credits-npsp
https://trailhead.salesforce.com/en/content/learn/modules/donation-soft-credit-management-with-nonprofit- success-pack/create-and-manage-soft-credits To ensure that the person being honored by a tribute gift consistently receives the proper soft credit, the nonprofit should set up Automatic Opportunity Contact Roles in NPSP and configure the Honoree role. This automation ensures that the honoree is always credited appropriately without manual intervention.
Steps:
* Navigate to NPSP Settings > Donations > Automatic Opportunity Contact Roles.
* Add a new Contact Role with the role type "Honoree."
* Set the role to be automatically assigned to Opportunities that meet the criteria for tribute gifts.
* Test the configuration by creating a new tribute gift and verifying that the Honoree Contact Role is correctly assigned.
* Train staff on how to use the new setup to ensure consistency in data entry.
References:
CertGod Nonprofit Cloud Consultant Guide: Advises on configuring Automatic Opportunity Contact Roles for managing soft credits in tribute gifts.
Salesforce Documentation on NPSP Automatic Opportunity Contact Roles: Provides instructions on setting up and managing contact roles for Opportunities.
NEW QUESTION # 94
During the Build phase of a project, one line of business requests the addition of a new field that is essential for its business process. A different line of business objects to the request and says that this field is unnecessary and will result in duplicate data.
How should the consultant handle this?
Answer: B
Explanation:
When there is a conflict between business lines regarding the addition of a new field that one line of business deems essential and another objects to, the best approach is to use the established governance committee for discussion and resolution. This ensures a structured and balanced decision-making process.
Governance Committee:
The governance committee typically includes representatives from various departments and stakeholders.
They oversee and manage changes, ensuring alignment with organizational goals and policies.
Discussion and Resolution:
Present the conflicting requirements to the governance committee.
Facilitate a discussion to understand the needs and concerns of both business lines.
Evaluate the impact of adding the field versus the potential for duplicate data and other issues.
Decision Making:
The committee will make an informed decision based on the overall benefit to the organization.
This decision will be documented and communicated to all relevant parties.
By leveraging the governance committee, the consultant ensures that the decision is made transparently, with input from all stakeholders, and in alignment with organizational policies.
Reference:
CertGod Nonprofit Cloud Consultant Guide
NEW QUESTION # 95
Which two scenarios should be included in a Salesforce-recommended V2MOM?
Answer: A,C
Explanation:
V2MOM (Vision, Values, Methods, Obstacles, and Measures) is a framework used by Salesforce to align teams and ensure successful project outcomes. The recommended elements for a V2MOM include:
Vision:
Defines what you want to achieve.
It sets the direction and purpose of the project or initiative.
Example: "To increase donor engagement by 20% over the next fiscal year." Metrics (Measures):
Describes how you measure success.
Includes quantifiable indicators that help track progress toward the Vision.
Example: "Number of new donors acquired, donor retention rate, total funds raised." Values:
Although not explicitly listed as an answer option, values are an integral part of the V2MOM framework. They define what is important and guide the behaviors needed to achieve the Vision.
Methods:
Specifies the actions and steps needed to achieve the Vision.
Example: "Implement a new donor management system, conduct quarterly donor engagement surveys." Obstacles:
Identifies potential challenges and how to overcome them.
Example: "Limited staff resources, data migration issues."
Inclusion of Metrics and Vision:
Metrics and Vision are critical as they set the overall goal and how success will be measured, ensuring clarity and alignment across the team.
NEW QUESTION # 96
A nonprofit wants to use Customizable Rollups in its NPSP org.
What should the consultant advise1?
Answer: D
Explanation:
https://powerofus.force.com/s/article/NPSP-Enable-Cust-Rollups
NEW QUESTION # 97
How can a user differentiate between a Contact's Account and Primary Affiliation under the Household Account model?
Answer: C
Explanation:
Under the Household Account model in Salesforce NPSP, a Contact's Account represents where they live, essentially their Household. The Primary Affiliation, on the other hand, indicates where they work or are affiliated professionally.
* Household Account:
* This is used to group individuals living at the same address into a single account.
* All contacts associated with a Household share the same Account record, representing their home address and family unit.
* Primary Affiliation:
* This is a special relationship field in NPSP that links a Contact to an Organization or company where they work or have a significant relationship.
* It allows nonprofits to track where their constituents are employed or connected professionally, separate from their residential information.
References:
CertGod Nonprofit Cloud Consultant Guide
NEW QUESTION # 98
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