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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 15% | - Rollup Summary Fields - Custom Report Types - Success Metrics Definition - Reports and Dashboards for Nonprofits - Nonprofit Reporting Templates |
| Topic 2: Solution Design and Implementation | 20% | - Requirements Gathering - NPSP Best Practices - Data Migration Strategies - User Adoption and Training Planning - Integration with External Systems - Customization vs Configuration Decisions |
| Topic 3: NPSP Configuration and Development | 25% | - Affiliations Configuration - NPSP Settings and Preferences - Data Model Design for Nonprofits - Contacts and Households - Account Model Configuration - Relationships Management |
| Topic 4: Constituent Management | 20% | - Segmentations and Campaigns - Relationships and Groupings - Affiliations and Memberships - Contact and Organization Records - Household Management |
| Topic 5: Donations and Fundraising Management | 20% | - Grant Management - Donation Management - Donations Batch Processing - Recurring Donations (Recurring GAU) - Payment Methods and Processing - Opportunity and GAU Configuration |
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NEW QUESTION # 220
A nonprofit organization has a new system administrator who has just taken over managing its existing Salesforce organization and wants to know which data maintenance practices should be used.
Which two data hygiene practices should a consultant recommend? Choose 2 answers
Answer: B,D
Explanation:
To ensure data hygiene and maintenance in Salesforce, it's essential to follow best practices that help in keeping the data clean and organized. Here are the detailed steps:
Organize Reports into Appropriate Folders:
Navigate to the Reports tab.
Create folders for different types of reports (e.g., Fundraising, Program Management).
Move existing reports into these folders for better organization.
Run Health Check:
Navigate to Setup.
In the Quick Find box, type "Health Check".
Run the Health Check to evaluate your org's security settings against Salesforce security baseline.
Review the findings and follow the recommendations to improve data security and compliance.
"Organize Reports and Dashboards" from Salesforce Help: Organize Reports
"Salesforce Health Check" from Salesforce Help: Health Check
NEW QUESTION # 221
A nonprofit fundraiser notices that some of the NPSP calculated donation summary fields on the Contact and Account records are displaying incorrect values when compared to the donations recorded for each donor.
What are three items the consultant should review to troubleshoot the issue?
Choose 3 answers
Answer: B,C,E
Explanation:
To troubleshoot incorrect values in the NPSP calculated donation summary fields on Contact and Account records, the consultant should review the following:
Customizable Rollups:
Verify the settings and configuration of Customizable Rollups in NPSP. Incorrect configurations or mappings can lead to inaccurate summary values.
Ensure that the rollups are set up correctly to calculate totals based on the desired criteria.
Opportunity Stages:
Check the Opportunity stages to ensure they are correctly defined and assigned. Only certain stages (e.g., "Closed Won") should be included in donation summaries.
Misconfigured or incorrect stages can result in inaccurate summary calculations.
NPSP Health Check:
Run the NPSP Health Check to identify any potential configuration issues or data integrity problems.
The Health Check provides insights and recommendations to address common issues within NPSP.
Salesforce Nonprofit Success Pack Documentation on Customizable Rollups Salesforce Opportunity Stages Configuration Guide NPSP Health Check Documentation
NEW QUESTION # 222
A nonprofit uses Volunteers for Salesforce. The nonprofit has volunteers who work the same schedule every week. The volunteer manager wants to avoid asking these ongoing volunteers to sign up for the same shift every time.
How should the consultant configure Salesforce to meet the requirement?
Answer: A
Explanation:
To configure Salesforce to handle recurring volunteer schedules, the Volunteer Recurrence Schedules feature in Volunteers for Salesforce (V4S) is the ideal solution. Here's a step-by-step guide:
Install Volunteers for Salesforce: If not already installed, you need to install the Volunteers for Salesforce package from the Salesforce AppExchange.
Navigate to Volunteer Jobs: Go to the Volunteers tab and create or select a Volunteer Job that requires a recurring schedule.
Set Up Volunteer Recurrence Schedules:
In the Volunteer Job record, find the "Recurrence Schedules" related list.
Click "New Volunteer Recurrence Schedule."
Define the recurrence pattern, such as weekly, and specify the start and end times for the volunteer shifts.
Assign Volunteers to Recurrence Schedules:
Once the recurrence schedule is created, assign volunteers to this schedule.
Volunteers assigned to a recurrence schedule will automatically be registered for the specified shifts without the need to sign up repeatedly.
Review and Manage:
Periodically review the schedules to ensure they align with any changes in volunteer availability or job requirements.
By using Volunteer Recurrence Schedules, the nonprofit can efficiently manage volunteers who work on a regular basis without needing them to sign up for each shift manually. This feature ensures that the volunteer management process is streamlined and volunteers have a consistent schedule.
Salesforce Volunteers for Salesforce Documentation: This official documentation provides detailed instructions on setting up and managing volunteer schedules. Salesforce V4S Documentation.
NEW QUESTION # 223
A nonprofit has significant staff turnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit.
How should the consultant meet the requirement?
Answer: D
Explanation:
https://trailhead.salesforce.com/content/learn/modules/data_modeling/schema_builder To ensure that new system admins understand the purpose of Salesforce field customizations, the following steps should be taken:
Complete All Field Descriptions:
For every custom field created in Salesforce, ensure that the "Description" field is filled out comprehensively.
Go to Salesforce Setup.
Navigate to the Object Manager and select the object that has custom fields.
For each custom field, click on "Edit" and provide a detailed description that explains the field's purpose, usage, and any important notes regarding its functionality.
Save the changes.
Document Customizations:
Maintain comprehensive documentation of all custom fields, including their descriptions, data types, and any validation rules associated with them.
Use a shared document or a dedicated Salesforce documentation tool to keep this information accessible and up-to-date.
Training and Onboarding:
Create a training module or onboarding program for new system admins that includes an overview of key customizations.
Use Trailhead modules to supplement learning about field management and customization best practices.
Utilize Salesforce Resources:
Encourage new admins to use Salesforce's Schema Builder to get a visual overview of the data model, which can help them understand how different fields and objects are interconnected.
Leverage the Setup Audit Trail to review any changes made to field customizations and understand their history.
By ensuring that all field descriptions are complete and providing thorough documentation, new system admins will have a clear understanding of the customizations, helping them manage and maintain the Salesforce instance more effectively.
Salesforce documentation on field customization and descriptions
CertGod Nonprofit Cloud Consultant guide
V
NEW QUESTION # 224
A nonprofit wants to track various funds in Salesforce to report on its restricted donations. Which NPSP feature should the consultant recommend?
Answer: D
Explanation:
To track various funds and report on restricted donations, General Accounting Units (GAUs) in NPSP should be used. Here's a step-by-step guide:
Set Up General Accounting Units (GAUs):
Navigate to the App Launcher and search for "General Accounting Units".
Create GAUs:
Create new GAU records for each fund you need to track.
Provide names and descriptions that clearly identify each fund.
Link GAUs to Donations:
When creating or updating an Opportunity (donation), scroll to the GAU Allocations section.
Allocate the donation amount to the relevant GAU(s). This ensures that each donation is correctly attributed to the specific fund.
Run Reports on GAU Allocations:
Create reports that include GAU Allocation data to see how funds are being utilized and to ensure that restricted donations are tracked correctly.
Automate Allocations (Optional):
Use NPSP settings to define default GAU allocations for specific types of donations to automate this process.
By using GAUs, the nonprofit can effectively manage and report on restricted funds, ensuring compliance and transparency.
Salesforce NPSP Documentation: General Accounting Units (GAUs)
Salesforce Trailhead: Nonprofit Success Pack (NPSP) Overview
NEW QUESTION # 225
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