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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 15% | - Explain reporting and dashboard strategies
|
| Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
|
| Fundraising | 20% | - Configure and implement fundraising features
|
| Implementation Strategies and Best Practices | 20% | - Identify the appropriate solution for a given scenario
|
| Constituent Engagement | 8% | - Explain strategies for constituent engagement
|
| Domain Expertise | 10% | - Explain the nonprofit landscape and Salesforce solutions
|
| Program and Service Delivery | 15% | - Explain the data model for programs
|
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NEW QUESTION # 108
A nonprofit wants to record which services are provided to families. The nonprofit just installed the Program Management Module.
How should the consultant configure the Program Management Module?
Answer: C
Explanation:
To configure the Program Management Module (PMM) to record services provided to families, follow these steps:
Create Program Engagement Records:
Navigate to the "Program Engagements" tab.
Click "New" to create a new Program Engagement record.
Fill in the necessary details, ensuring to select the head of the household for the "Contact" field. This links the engagement to the primary contact within the family.
Select the Program:
In the Program Engagement record, select the relevant program that the family is engaged in. This helps in categorizing the services under specific programs.
Specify the Services:
Use the "Service Deliveries" related list to add services provided to the family. Click "New Service Delivery" and select the appropriate service. This ensures each service provided is tracked and recorded against the Program Engagement.
Reference:
Salesforce Nonprofit Cloud Consultant Study Guide
Salesforce Program Management Module Documentation
Salesforce NPSP (Nonprofit Success Pack) Resources
NEW QUESTION # 109
A nonprofit organization wants to use a multi-channel marketing tool for its email, social, and text messaging engagement. Which solution should the consultant recommend?
Answer: B
Explanation:
For a nonprofit organization seeking a multi-channel marketing tool that encompasses email, social media, and text messaging engagement, Salesforce Marketing Cloud is the recommended solution. Marketing Cloud provides comprehensive tools for creating, managing, and analyzing campaigns across multiple channels.
Email Marketing:
Design and send personalized emails to supporters.
Use Email Studio within Marketing Cloud for advanced email campaign management.
Social Media Engagement:
Utilize Social Studio to manage social media accounts, schedule posts, and analyze engagement.
Monitor social media conversations and engage with constituents.
Text Messaging:
Implement Mobile Studio for SMS and MMS campaigns.
Create and automate text messaging campaigns to reach supporters on their mobile devices.
Marketing Cloud's integration capabilities and robust analytics ensure that nonprofits can effectively track and optimize their multi-channel engagement efforts.
Reference:
CertGod Nonprofit Cloud Consultant Guide
NEW QUESTION # 110
In the NPSP Data Import Template, the Account fields should contain which two types of information?
Choose 2 answers
Answer: B,D
Explanation:
The NPSP Data Import Template is a "flat file" structure designed to populate multiple objects in the NPSP data model simultaneously. Because NPSP uses a "Household-centric" model but also supports corporate and foundation giving, the Account fields in the template serve a dual purpose depending on the record being imported.
* Business-related data (A): If the nonprofit is importing donations from a corporation, foundation, or local business, the "Account" fields in the template (such as Account Name, Account Phone, etc.) are used to create or match an Organization Account. This allows the consultant to track the entity's history and give them "Hard Credit" for their donations.
* Household-related data (B): If the nonprofit is importing individual donors, the Account fields are used to define the Household Account. For example, if the template specifies "The Smith Household" in an Account field, NPSP logic will use that data to name the household record it creates for the associated contacts.
* Address Logic (C): While addresses are part of an account, in the NPSP Data Importer, address data is typically handled by specific Address fields that NPSP then intelligently routes to the Household or the Contact record.
* Employer Logic (D): Tracking an employer is usually handled via Affiliations. While the employer is an Account, the template has specific "Home" vs. "Work" logic to handle these relationships separately from the primary account being created.
In summary, the Account columns in the CSV template are the landing spot for any data related to the
"Institutional" or "Household" entity that owns the donation or contains the contact.
NEW QUESTION # 111
A nonprofit wants to track various funds in Salesforce to report on its restricted donations. Which NPSP feature should the consultant recommend?
Answer: B
Explanation:
To track various funds and report on restricted donations, General Accounting Units (GAUs) in NPSP should be used. Here's a step-by-step guide:
Set Up General Accounting Units (GAUs):
Navigate to the App Launcher and search for "General Accounting Units".
Create GAUs:
Create new GAU records for each fund you need to track.
Provide names and descriptions that clearly identify each fund.
Link GAUs to Donations:
When creating or updating an Opportunity (donation), scroll to the GAU Allocations section.
Allocate the donation amount to the relevant GAU(s). This ensures that each donation is correctly attributed to the specific fund.
Run Reports on GAU Allocations:
Create reports that include GAU Allocation data to see how funds are being utilized and to ensure that restricted donations are tracked correctly.
Automate Allocations (Optional):
Use NPSP settings to define default GAU allocations for specific types of donations to automate this process.
By using GAUs, the nonprofit can effectively manage and report on restricted funds, ensuring compliance and transparency.
Reference:
Salesforce NPSP Documentation: General Accounting Units (GAUs)
Salesforce Trailhead: Nonprofit Success Pack (NPSP) Overview
NEW QUESTION # 112
A development associate receives a corporate matching gift and failed to indicate the original donation was supposed to be matched.
Which solution should the consultant recommend?
Answer: D
Explanation:
When a corporate matching gift is received and the original donation was not marked to be matched, you should use the "Find Matched Gifts" functionality:
* Navigate to Find Matched Gifts:
* Go to the donation record in Salesforce.
* Select "Find Matched Gifts" from the related options.
* Find More Gifts:
* Click on the "Find More Gifts" button to search for the original donation that matches the corporate gift.
* This tool helps to locate and link the matching gift to the original donation, ensuring both donations are accurately recorded and associated.
References:
Salesforce Nonprofit Success Pack (NPSP) Documentation
Salesforce Help: Managing Matched Gifts
NEW QUESTION # 113
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