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Salesforce NP-Con-101 Exam Syllabus Topics:

SectionWeightObjectives
Analytics5%- Reporting and Insights
  • 1. Salesforce reporting for nonprofits
    • 2. Campaign tracking and engagement measurement
      Solution Design20%- Architecture Design
      • 1. Design scalable nonprofit data models
        • 2. Align solutions to nonprofit business requirements
          Integration and Data Management15%- Data Handling
          • 1. Data import and migration strategies
            • 2. Data quality and deduplication concepts
              Domain Expertise20%- Nonprofit Solution Identification
              • 1. Marketing and engagement solutions
                • 2. Trailhead, AppExchange, and Community resources
                  • 3. Program and volunteer management solutions
                    • 4. Fundraising and donor management solutions
                      Implementation Strategies and Best Practices- Project Delivery
                      • 1. Risk identification and mitigation
                        • 2. Consulting best practices for nonprofit implementations
                          - NPSP Configuration and Setup
                          • 1. Install and configure Nonprofit Success Pack
                            • 2. Household Account Model implementation

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                              Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q230-Q235):

                              NEW QUESTION # 230
                              A nonprofit plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records.
                              How can the consultant change the configuration to meet this requirement?

                              Answer: D

                              Explanation:
                              https://trailhead.salesforce.com/en/content/learn/modules/program-management-with-nonprofit-cloud/manage-nonprofit-programs-with-salesforce?trail_id=manage-programs-with-nonprofit-cloud To allow case managers to create and edit service delivery records in the Program Management Module (PMM), you should assign the appropriate permissions through Permission Sets. Permission Sets provide a way to grant specific permissions to users without changing their profiles, making it easier to manage access to certain functionalities.
                              Steps:
                              Create a Permission Set:
                              Navigate to Setup -> Permission Sets.
                              Click "New" to create a new permission set.
                              Grant Permissions:
                              In the new permission set, go to Object Settings.
                              Find and select "Service Deliveries."
                              Grant "Create" and "Edit" permissions.
                              Assign the Permission Set:
                              Assign the newly created permission set to the case managers who need access to create and edit service delivery records.
                              Salesforce Nonprofit Success Pack Documentation
                              Salesforce Trailhead: Permission Sets


                              NEW QUESTION # 231
                              The event manager for a nonprofit organization periodically imports a cleaned, structured list of event registrations. Now should the consultant set up the TDTM Trigger Handlers?

                              Answer: D

                              Explanation:
                              https://powerofus.force.com/s/article/NPSP-Disable-Trigger-Handlers#ariaid-title3 When periodically importing a structured list of event registrations, it is crucial to ensure that the process is efficient and does not trigger unnecessary automation. Disabling TDTM (Table-Driven Trigger Management) for specific users is a recommended approach.
                              TDTM Overview:
                              TDTM allows for managing and controlling the execution of triggers in NPSP.
                              It provides flexibility to disable specific triggers or exclude certain users from trigger execution during bulk data imports.
                              Disabling TDTM for Specific Users:
                              By disabling TDTM for specific users, the import process can be streamlined without triggering unnecessary automation.
                              This approach ensures that data imports are efficient and reduces the risk of hitting system limits or performance issues.
                              Steps to Implement:
                              Navigate to NPSP Settings -> System Tools -> TDTM.
                              Add the usernames of the users who will be performing the imports to the "Usernames to Exclude" field.
                              Save the changes to ensure that TDTM triggers are disabled for these users during the import process.
                              Benefits:
                              Efficiency: Reduces the load on the system during bulk imports, ensuring faster and more reliable data processing.
                              Control: Maintains control over which triggers are executed, preventing unintended automation from affecting the imported data.
                              Additional Considerations:
                              Ensure that other necessary validations and processes are manually checked or re-enabled after the import if needed.
                              Monitor the data import process to ensure that it completes successfully without triggering unnecessary automation.
                              CertGod Nonprofit Cloud Consultant study guide: "Disable TDTM for specific users"【22:18†source】.


                              NEW QUESTION # 232
                              A nonprofit wants to run an enrollment report for its education classes.
                              Which Program Management Module object should the consultant use to build the report?

                              Answer: C

                              Explanation:
                              To run an enrollment report for education classes in Salesforce using the Program Management Module (PMM), the "Program Engagement" object is the most appropriate. Here are the steps to create such a report:
                              Understand Program Engagements:
                              Program Engagements track the relationship between a participant (Contact) and the program (Program) they are enrolled in. This object captures key details like enrollment status, start and end dates, and related services.
                              Create a Custom Report Type:
                              Navigate to Setup > Report Types.
                              Click "New Custom Report Type."
                              Select "Program Engagement" as the primary object.
                              Define the relationships with related objects such as Contacts and Programs.
                              Build the Enrollment Report:
                              Go to the Reports tab and click "New Report."
                              Select the custom report type you just created.
                              Add relevant fields such as Participant Name (Contact), Program Name, Enrollment Status, Start Date, and End Date.
                              Apply filters to narrow down the report to specific classes or time periods as needed.
                              Customize and Save the Report:
                              Group the report by Program Name or Participant Name to get a clear view of enrollments.
                              Add summary fields to count enrollments or calculate averages if needed.
                              Save and run the report to view the enrollment data.
                              Salesforce Program Management Module Documentation: Detailed instructions on setting up and using PMM for managing programs and engagements. Salesforce PMM Documentation.


                              NEW QUESTION # 233
                              A nonprofit using NPSP receives funding it uses to award grants to national and local arts organizations. The nonprofit wants to track the funds it receives and allocates.
                              What should a consultant recommend to the nonprofit-?

                              Answer: A

                              Explanation:
                              For tracking funds received and allocated for grants, the Outbound Funds Module is the best solution. Here's how to configure it:
                              Install the Outbound Funds Module:
                              Go to the AppExchange and search for the "Outbound Funds Module."
                              Click "Get It Now" and follow the installation instructions to add the module to your Salesforce org.
                              Configure Funding Programs and Grants:
                              Navigate to the "Funding Programs" tab to set up different programs that receive funds.
                              Create "Funding Requests" for organizations applying for grants and track the status and details of each request.
                              Track Funds:
                              Use "Funding Allocations" to track how funds are distributed to various grants. Each allocation record should specify the amount, date, and purpose of the funds.
                              Reporting:
                              Use standard and custom reports to track the inflow and outflow of funds, ensuring transparency and accountability in grant management.
                              Salesforce Outbound Funds Module Documentation
                              Salesforce Nonprofit Success Pack (NPSP) Resources
                              Salesforce Trailhead: Manage Programs and Funding


                              NEW QUESTION # 234
                              A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments.
                              What should the consultant do to correctly match the Payments to the Opportunities?

                              Answer: A

                              Explanation:
                              When migrating historic donation records into a nonprofit's Salesforce org where many of these donations were paid in multiple installments, it is important to ensure that the Payments are correctly matched to the Opportunities. The correct approach involves using the "Do Not Automatically Create Payment" field:
                              Check the Do Not Automatically Create Payment Field:
                              When importing historic donations, check the "Do Not Automatically Create Payment" field on the Opportunities.
                              This prevents Salesforce from automatically creating Payments for these Opportunities, which allows you to manually enter the correct Payments that match the historic installment records.
                              Manually Create Payments:
                              After importing the Opportunities with the "Do Not Automatically Create Payment" field checked, manually create Payment records that correspond to each installment.
                              Ensure each Payment is correctly associated with the corresponding Opportunity.
                              Validation:
                              Validate the imported data to ensure all Payments are correctly matched with the Opportunities.
                              This method ensures that the historic donation records with multiple installments are accurately represented in Salesforce.
                              Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Payments and Opportunities.
                              Salesforce Help: Data Import Guidelines.


                              NEW QUESTION # 235
                              ......

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