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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Fundraising and Donation Management | 22% | - Gift management and acknowledgement
|
| Topic 2: Solution Design and Implementation | 20% | - Deployment and change management
|
| Topic 3: Program and Service Delivery | 18% | - Case management and client services
|
| Topic 4: Reporting and Analytics | 5% | - NPSP-specific reports and dashboards
|
| Topic 5: Nonprofit Success Pack Overview and Architecture | 15% | - NPSP core components and data model
|
| Topic 6: Data Management and Quality | 15% | - Duplicate management and data cleaning
|
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NEW QUESTION # 110
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: D
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 # 111
A consultant needs to load a large volume of data for a nonprofit.
Which two steps should the consultant take before the data loads to speed up the process?
Choose 2 answers
Answer: B,D
Explanation:
When loading a large volume of data for a nonprofit, the following steps can significantly speed up the process:
Defer Sharing Rule Calculation:
Defer the sharing rule calculations during the data load process. This prevents Salesforce from recalculating sharing rules for each record as it is loaded, which can slow down the process considerably.
After the data load is complete, you can manually trigger the sharing rule recalculations.
Steps to Defer Sharing Rule Calculation:
Go to Setup.
Enter "Defer Sharing Calculations" in the Quick Find box.
Enable the deferment option before starting the data load.
Disable Related Apex Classes in TDTM:
Temporarily disable Apex triggers and classes in the TDTM (Table Driven Trigger Management) framework to reduce processing overhead during the data load.
This ensures that the system doesn't execute complex Apex code for each record being loaded.
Steps to Disable Related Apex Classes in TDTM:
Go to NPSP Settings.
Navigate to TDTM (Table Driven Trigger Management).
Identify and disable the relevant triggers and classes temporarily.
These steps help streamline the data loading process by minimizing the processing and recalculations that Salesforce would otherwise perform on each record.
Salesforce Help: Defer Sharing Rule Calculation
Nonprofit Success Pack (NPSP) Documentation: Managing TDTM Settings
NEW QUESTION # 112
A development associate receives a corporate matching gift and failed to indicate the original donation was supposed to be matched.
Which solution should the consultant recommend?
Answer: D
Explanation:
When a corporate matching gift is received and the original donation was not marked to be matched, you should use the "Find Matched Gifts" functionality:
Navigate to Find Matched Gifts:
Go to the donation record in Salesforce.
Select "Find Matched Gifts" from the related options.
Find More Gifts:
Click on the "Find More Gifts" button to search for the original donation that matches the corporate gift.
This tool helps to locate and link the matching gift to the original donation, ensuring both donations are accurately recorded and associated.
Salesforce Nonprofit Success Pack (NPSP) Documentation
Salesforce Help: Managing Matched Gifts
NEW QUESTION # 113
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?
Answer: C
Explanation:
Before upgrading from version 2 to version 3 of NPSP, the consultant should:
Run NPSP Health Check: This tool identifies potential issues in the current NPSP configuration, including deprecated fields, custom objects, and other configurations that might cause problems during the upgrade.
Running NPSP Health Check ensures that the upgrade process goes smoothly by addressing any issues beforehand.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Upgrading NPSP
NEW QUESTION # 114
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: C,D
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.
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 # 115
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