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| Section | Objectives |
|---|---|
| Program Management | - Program lifecycle management - Program and service delivery tracking |
| Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
| Reporting and Insights | - Reports and dashboards for nonprofit KPIs - Outcome measurement and analytics |
| Constituent Management | - Constituent engagement and segmentation - Account and contact data model for nonprofit organizations |
| Data Management and Security | - Security, access, and compliance - Data model design and governance |
| Case and Service Management | - Case management for client services - Service delivery workflows |
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NEW QUESTION # 120
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: D
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
Need to read about Honoree and Soft credit in detail
NEW QUESTION # 121
How should a consultant install NPSP in an existing Salesforce organization?
Answer: A
Explanation:
The most efficient way to install NPSP in an existing Salesforce organization is to use the NPSP Installer. Here's how to do it:
Access the NPSP Installer Page:
Go to the NPSP Installer page: NPSP Installer
This page provides the latest version of NPSP and installation instructions.
Initiate the Installation:
Click on the installation link for the latest NPSP version.
Log in to your Salesforce org where you want to install NPSP.
Follow the Installation Wizard:
Follow the prompts in the installation wizard to complete the installation.
Choose the appropriate options based on your organization's needs (e.g., data model selection, configurations).
Complete Post-Install Instructions:
After installation, follow the post-install instructions provided in the documentation. This might include configuring NPSP settings, setting up users, and data import processes.
By following these steps, you can ensure that NPSP is correctly installed and configured in your Salesforce organization.
Reference:
"Installing NPSP" from Salesforce.org: Installing NPSP
"Post-Install Configuration" from Salesforce Help: Post-Install Configuration
NEW QUESTION # 122
A nonprofit, who does a lot of mail appeals to donors, asks their consultant for the best solution to keep their constituents' addresses formatted properly to ensure the mail reaches them.
What should the consultant recommend?
Answer: B
NEW QUESTION # 123
A nonprofit is rolling out a new implementation of Salesforce and NPSP containing custom code. The project go-live date is a few days before a Salesforce release. The project team has proposed developing in a sandbox on a preview instance to review new features and then deploy to production prior to the release date.
Which important consideration should the consultant discuss with the project team?
Answer: A
Explanation:
When rolling out a new implementation of Salesforce and NPSP containing custom code, especially near a Salesforce release date, it's critical to consider the following points about using a preview sandbox:
API Version Differences:
The API version in the preview sandbox may differ from the production instance. This difference can cause inconsistencies or issues when deploying code developed or tested in the preview environment to the production environment.
It's essential to test the compatibility of your custom code and integrations with the new API version in the preview sandbox to ensure they work seamlessly once the Salesforce release is live in production.
Project Planning:
Ensure that any development or testing done in the preview sandbox accounts for potential changes introduced by the new release. Plan for additional testing post-release to verify everything functions as expected.
Deployment Strategy:
Develop a clear deployment strategy that includes thorough testing and validation in both the preview sandbox and a post-release production environment.
Reference:
Salesforce Release Notes
Salesforce Sandbox Preview Guide
NEW QUESTION # 124
A system admin is trying to figure whether the nonprofit's internal release schedule conflicts with either Salesforce.com or Salesforce.org major releases.
What are two facts about Salesforce.org major releases the consultant could share with the admin?
Choose 2 answers
Answer: A,C
Explanation:
Salesforce.org major releases are typically scheduled to follow Salesforce.com releases by about one month.
This staggered release schedule allows nonprofits to prepare for updates and ensures that they can address any potential conflicts with their internal release schedules. The Salesforce.org release schedule is available on the SFDO Major Release Announcements group, which provides detailed information on upcoming releases and related resources.
Steps:
* Inform the system admin that Salesforce.org releases follow Salesforce.com releases by approximately one month.
* Direct the system admin to the SFDO Major Release Announcements group for the latest release schedule information.
* Encourage the admin to plan internal releases accordingly to avoid conflicts with major Salesforce updates.
* Stay informed about upcoming releases and leverage available resources to ensure smooth transitions.
References:
CertGod Nonprofit Cloud Consultant Guide: Provides information on the release schedules and where to find them.
Salesforce.org Major Release Announcements Group: Source for detailed release schedules and updates.
NEW QUESTION # 125
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