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| Section | Weight | Objectives |
|---|---|---|
| Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Implementation Strategies and Best Practices | - Project Delivery
| |
| Integration and Data Management | 15% | - Data Handling
|
| Analytics | 5% | - Reporting and Insights
|
| Solution Design | 20% | - Architecture Design
|
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NEW QUESTION # 39
A finance associate needs to track specific funds associated with gifts from individuals and organizations. Gifts may be received as either single amounts associated with one or more funds, and totals by fund will need to be reported on for reconciliation with a finance system.
How should the consultant accomplish this with NPSP?
Answer: A
Explanation:
To track specific funds associated with gifts from individuals and organizations in NPSP, the consultant should create General Accounting Unit (GAU) records for each of the funds and associate them with the Opportunity by GAU Allocation record amounts.
Steps:
Log in to Salesforce: Access the Salesforce org with NPSP installed.
Create GAU Records:
Navigate to the App Launcher and search for "General Accounting Units".
Click "New" to create a new GAU record for each fund.
Fill in the necessary details such as GAU Name, Description, and any other relevant information.
Save the GAU records.
Associate GAUs with Opportunities:
Navigate to the Opportunity related to the donation.
In the Opportunity record, find the "GAU Allocations" related list.
Click "New" to create a new GAU Allocation.
Select the appropriate GAU record from the lookup field.
Enter the allocation amount and any other necessary details.
Save the GAU Allocation record.
Reporting: Use standard or custom reports to track and report on GAU Allocations for reconciliation with the finance system.
CertGod Nonprofit Cloud Consultant Guide
NEW QUESTION # 40
A nonprofit organization provides case management to its clients. There is a requirement for a score to be automatically assigned to each client based on several factors such as age, income and number of health conditions. The nonprofit also wants to automate the creation and assignment of follow up tasks related to the client.
Which combination of functions should the consultant recommend?
Answer: A
Explanation:
For a nonprofit organization providing case management and requiring automatic scoring of clients based on various factors like age, income, and health conditions, along with automating the creation and assignment of follow-up tasks, the best combination of functions is Engagement Plans and Levels.
Engagement Plans: These are used to automate the creation of tasks and follow-up activities based on predefined templates. This feature ensures that specific tasks are generated and assigned to relevant staff members as soon as certain criteria are met.
Steps to Set Up Engagement Plans:
Navigate to the "Engagement Plans" tab in NPSP.
Create a new Engagement Plan Template, defining the tasks and follow-ups that should be created.
Specify the conditions under which this Engagement Plan should be triggered (e.g., a new client intake).
Assign the Engagement Plan to the appropriate client records.
Levels: These are used to categorize clients (or any other records) based on numeric values or other criteria. In this case, Levels can be used to automatically assign a score to each client based on their age, income, and health conditions.
Steps to Set Up Levels:
Navigate to NPSP Settings > Levels.
Create a new Level, specifying the criteria for each level (e.g., age range, income bracket, number of health conditions).
Define the actions that should be triggered when a client reaches a specific level.
By using Engagement Plans and Levels, the nonprofit can automate both the scoring of clients and the creation of follow-up tasks, ensuring a streamlined case management process.
CertGod Nonprofit Cloud Consultant Guide:
NEW QUESTION # 41
A community foundation administers a scholarship fund that awards multiple scholarships a year. The foundation wants to use Nonprofit Cloud to track and review applications and record the scholarship recipients, award amounts, and dates.
What should a consultant recommend to meet the requirement?
Answer: A
Explanation:
For tracking and reviewing scholarship applications and recording scholarship recipients, award amounts, and dates, the consultant should recommend setting up the Outbound Funds Module. This module is designed for managing funds that are disbursed, such as grants and scholarships. By connecting the Funding Request to Contacts for the recipient, the nonprofit can effectively manage and track all related information in a structured and organized manner.
Salesforce Outbound Funds Module Documentation
Salesforce Nonprofit Cloud Consultant Study Guide
NEW QUESTION # 42
The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile.
What should the consultant do?
Answer: D
Explanation:
To track nested campaigns effectively, Salesforce Campaign Hierarchies can be utilized. Here are the steps to set this up:
Create Parent Campaign:
Create the top-level parent Campaign called "Friends of the Organization".
Create Sub-Campaigns:
Create sub-campaigns under the parent campaign for each hierarchical level: FY19, Capital Campaign, Annual Fund, Digital Donations, and Mobile.
Link each sub-campaign to its parent campaign using the Parent Campaign lookup field.
Configure Campaign Hierarchy Settings:
Ensure the Campaign Hierarchy settings are configured to allow for the desired depth of nested campaigns.
Track Campaign Performance:
Use Campaign Hierarchy reports to track the performance of each campaign within the hierarchy.
Analyze metrics such as total donations, engagement, and conversion rates at each level.
By creating a structured Campaign Hierarchy, the nonprofit can effectively track and manage complex campaign structures, gaining insights into performance at each level of the hierarchy.
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Campaign Management
NEW QUESTION # 43
A nonprofit organization is interested in a CRM that manages its constituents and has an integrated email marketing tool with built-in scoring and engagement tracking.
Which solution should the consultant recommend?
Answer: D
Explanation:
For a nonprofit organization looking for a CRM with an integrated email marketing tool that includes built-in scoring and engagement tracking, the recommended solution is:
NPSP (Nonprofit Success Pack): This provides the CRM functionality to manage constituents.
Marketing Cloud: This offers advanced email marketing capabilities, including automation, scoring, and engagement tracking.
Marketing Cloud is designed to handle complex marketing needs and integrates seamlessly with NPSP to provide a comprehensive solution for nonprofits.
Salesforce Nonprofit Success Pack Documentation
Salesforce Marketing Cloud Overview
NEW QUESTION # 44
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