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| Section | Weight | Objectives |
|---|---|---|
| Constituent Management | 20% | - Household Management - Contact and Organization Records - Affiliations and Memberships - Segmentations and Campaigns - Relationships and Groupings |
| Analytics and Reporting | 15% | - Custom Report Types - Rollup Summary Fields - Reports and Dashboards for Nonprofits - Success Metrics Definition - Nonprofit Reporting Templates |
| Solution Design and Implementation | 20% | - Customization vs Configuration Decisions - Requirements Gathering - NPSP Best Practices - Data Migration Strategies - User Adoption and Training Planning - Integration with External Systems |
| NPSP Configuration and Development | 25% | - NPSP Settings and Preferences - Contacts and Households - Data Model Design for Nonprofits - Relationships Management - Account Model Configuration - Affiliations Configuration |
| Donations and Fundraising Management | 20% | - Recurring Donations (Recurring GAU) - Grant Management - Opportunity and GAU Configuration - Payment Methods and Processing - Donations Batch Processing - Donation Management |
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NEW QUESTION # 155
A nonprofit wants to send monthly project updates to donors who have given 10 or more times. The nonprofit wants to add new donors who meet this criteria to the newsletter campaign.
How should a consultant ensure the campaign stays current?
Answer: D
Explanation:
To ensure the campaign for monthly project updates to donors who have given 10 or more times stays current, the consultant should:
Create a Contact Report:
Create a report on the Contact object and include a filter to display only those contacts whose total number of gifts meets the criteria (10 or more).
This filter ensures that only the relevant donors are included in the report.
Run the Report Monthly:
Schedule or manually run the report each month to get the updated list of donors.
Use the "Add to Campaign" button to add the contacts from the report to the newsletter campaign, ensuring the campaign list stays current with donors who meet the criteria.
Salesforce Reporting Guide
Salesforce Campaign Management Guide
NEW QUESTION # 156
Salesforce recommends using V2MOM with customers in the requirements-gathering phase of a project. What is the desired outcome?
Answer: D
Explanation:
Salesforce recommends using V2MOM (Vision, Values, Methods, Obstacles, and Measures) with customers in the requirements-gathering phase of a project to achieve organizational alignment. Here's how V2MOM helps:
Vision:
Define what you want to achieve. This provides a clear direction for the project.
Values:
Identify what is important about the vision and why it matters. This aligns the project goals with the organization's core values.
Methods:
Outline the steps to achieve the vision. This ensures everyone understands the approach and processes to be followed.
Obstacles:
Recognize potential challenges and how to address them. This prepares the team to handle issues proactively.
Measures:
Determine how success will be measured. This provides clear criteria for evaluating progress and outcomes.
Using V2MOM ensures that all stakeholders are aligned with the project's goals, values, methods, challenges, and success metrics, fostering a unified approach to project execution.
Salesforce V2MOM Framework: Marc Benioff's V2MOM
Salesforce Trailhead: Define Your Vision with V2MOM
NEW QUESTION # 157
A nonprofit is implementing Accounting Subledger and wants to know how the data from Salesforce would be transferred to its accounting system.
Which three methods are possible?
Choose 3 answers
Answer: A,B,C
Explanation:
To transfer data from Salesforce to an accounting system using Accounting Subledger, nonprofits can use several methods. Here are three possible methods:
Integrate Salesforce with the Accounting System Using Middleware:
Middleware can act as a bridge between Salesforce and the accounting system, facilitating data transfer.
Tools like MuleSoft, Jitterbit, or Dell Boomi can be used to create integrations that sync data between Salesforce and the accounting system.
This method ensures real-time or near-real-time data synchronization, reducing manual data handling.
Export Data via Salesforce Reports to Upload to the Accounting System:
Salesforce allows the creation of detailed reports which can be exported in various formats (e.g., CSV, Excel).
These reports can be manually uploaded to the accounting system.
This method is suitable for organizations with fewer transactions or where real-time integration is not critical.
Develop a Custom Integration Solution:
For organizations with specific needs that are not met by standard middleware solutions, a custom integration can be developed.
This involves using Salesforce APIs (REST or SOAP) to programmatically extract data from Salesforce and load it into the accounting system.
Custom integrations provide flexibility but require more technical expertise and maintenance.
Salesforce Integration Patterns and Best Practices: Salesforce Integration Guide.
Salesforce Reporting and Exporting: Salesforce Reporting.
NEW QUESTION # 158
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: C
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 # 159
The requirements for a Salesforce implementation have been gathered, but there are teams with competing priorities and the overall project goals are undefined.
What are two reasons a project team must define goals?
Choose 2 answers
Answer: A,D
Explanation:
Defining goals is crucial for any project, including Salesforce implementations. Goals help ensure that the project has a clear direction and measurable outcomes. Here are the reasons:
Measure and Prove Results (B):
Setting clear goals allows the project team to measure progress and success. It provides a benchmark against which results can be compared, helping to demonstrate the project's impact and value.
Define a Clear Purpose (C):
Goals help articulate the purpose of the project, providing clarity and focus. This ensures that all team members understand the objectives and work towards a common aim, reducing confusion and aligning efforts.
Salesforce Project Management Best Practices
Salesforce Trailhead: Define Project Goals and Objectives
NEW QUESTION # 160
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