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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Donations and Fundraising Management | 20% | - Grant Management - Recurring Donations (Recurring GAU) - Payment Methods and Processing - Opportunity and GAU Configuration - Donations Batch Processing - Donation Management |
| Topic 2: Analytics and Reporting | 15% | - Rollup Summary Fields - Nonprofit Reporting Templates - Reports and Dashboards for Nonprofits - Success Metrics Definition - Custom Report Types |
| Topic 3: NPSP Configuration and Development | 25% | - NPSP Settings and Preferences - Contacts and Households - Account Model Configuration - Affiliations Configuration - Data Model Design for Nonprofits - Relationships Management |
| Topic 4: Constituent Management | 20% | - Relationships and Groupings - Affiliations and Memberships - Household Management - Segmentations and Campaigns - Contact and Organization Records |
| Topic 5: Solution Design and Implementation | 20% | - NPSP Best Practices - Customization vs Configuration Decisions - User Adoption and Training Planning - Data Migration Strategies - Requirements Gathering - Integration with External Systems |
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NEW QUESTION # 33
A nonprofit using NPSP wants to track fundraising, courses, and training participation in Salesforce.
What should the consultant discuss with the nonprofit?
Answer: A
Explanation:
The Program Management Module (PMM) in Salesforce is designed to help nonprofits manage their programs and services, including tracking participation in courses and training. PMM provides the necessary tools and features to capture and report on the various activities and outcomes associated with the programs run by the nonprofit.
Key Features:
Service Delivery Tracking: PMM allows for detailed tracking of services provided, including courses and training sessions.
Customizable Program Management: Nonprofits can configure PMM to meet their specific needs for managing programs and tracking participant engagement.
Steps to Implement PMM:
Install PMM:
Go to the Salesforce AppExchange and install the Program Management Module.
Set Up Programs and Services:
Define programs and related services within PMM to reflect the courses and training offerings.
Track Participation:
Use the PMM features to log and manage participant data, track attendance, and monitor outcomes.
Salesforce Program Management Module Documentation
Salesforce Trailhead: Program Management for Nonprofits
Note: While the Education Data Architecture (EDA) is tailored for educational institutions and managing student data, it is not specifically designed for nonprofits focusing on fundraising and program management like NPSP and PMM. Therefore, PMM is the more appropriate solution for tracking courses and training participation alongside fundraising activities in a nonprofit context.
NEW QUESTION # 34
A nonprofit admin notices the nightly NPSP batch jobs are suddenly taking significantly longer to complete than they did a month earlier.
What are two factors the consultant should tell the system admin to consider?
Choose 2 answers
Answer: C,D
Explanation:
If the nightly NPSP batch jobs are taking significantly longer to complete, the system admin should consider the following factors:
A New Standard Roll-Up Summary Field Was Added to an Object:
Adding new roll-up summary fields can increase the processing time for batch jobs.
These fields require calculations that aggregate data, which can slow down batch processing, especially if they are based on high-volume objects.
A New Customizable Rollup Was Added in NPSP Settings:
Customizable rollups allow for complex aggregations and summaries across various objects.
Adding new rollups increases the processing workload for nightly batch jobs, leading to longer completion times.
Review and optimize the rollup settings to balance performance with data aggregation needs.
By considering these factors, the system admin can identify and address the root causes of increased batch job processing times.
Salesforce NPSP Documentation: Customizable Rollups
Salesforce Documentation: Roll-Up Summary Fields
NEW QUESTION # 35
A nonprofit is getting ready to go live with its Nonprofit Cloud implementation.
Which two sandbox configuration options can the consultant create to ensure effective user acceptance testing and training?
Choose 2 answers
Answer: B,D
Explanation:
To ensure effective user acceptance testing and training before going live with its Nonprofit Cloud implementation, a nonprofit can use the following sandbox configuration options:
Partial Data Sandbox:
This sandbox type includes a subset of the production data, which is useful for testing with realistic data without the need for a full copy of the production environment. It provides a balance between data availability and cost.
Full Data Sandbox:
This sandbox is a complete copy of the production environment, including all data and metadata. It is ideal for thorough testing and training, as it replicates the production environment exactly. This ensures that users are trained on an environment that mirrors the live system.
NEW QUESTION # 36
Which two scenarios should be included in a Salesforce-recommended V2MOM?
Answer: B,D
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.
CertGod Nonprofit Cloud Consultant study guide: "Vision and Metrics are essential components of a Salesforce-recommended V2MOM"【22:5†source】.
NEW QUESTION # 37
A nonprofit using NPSP performs m-person case management for new and existing clients in the field. When case managers return to the office, they need to enter over 100 contacts from a spreadsheet, and then create a Case for each.
What should the consultant recommend to meet the requirement?
Answer: A
Explanation:
For entering a large number of contacts from a spreadsheet and creating related cases for each contact, the NPSP Data Importer is the best tool. It allows for configuring upserts (updates or inserts) for Contacts and linking them to related records such as Cases.
Steps:
Prepare the spreadsheet with the necessary data for Contacts and Cases, ensuring all required fields are included.
Open the NPSP Data Importer in Salesforce.
Map the fields in the spreadsheet to the appropriate Salesforce fields for Contacts and Cases.
Configure the importer to upsert Contacts and create related Cases based on the spreadsheet data.
Run the import process and verify the data in Salesforce to ensure all Contacts and Cases are correctly created and linked.
CertGod Nonprofit Cloud Consultant Guide: Describes the use of the NPSP Data Importer for bulk data operations and linking related records Salesforce Documentation on NPSP Data Importer: Provides instructions on setting up and using the Data Importer for complex data migrations.
NEW QUESTION # 38
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