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| Section | Weight | Objectives |
|---|---|---|
| Solution Design | 20% | - Architecture Design
|
| Analytics | 5% | - Reporting and Insights
|
| Integration and Data Management | 15% | - Data Handling
|
| Implementation Strategies and Best Practices | - Project Delivery
| |
| Domain Expertise | 20% | - Nonprofit Solution Identification
|
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問題 #150
A nonprofit wants to predict the likelihood of a contact recurring donor.
What should the consultant recommend to meet
答案：D
解題說明：
To predict the likelihood of a contact becoming a recurring donor, the consultant should implement Einstein for Nonprofits. Here's how:
Enable Einstein for Nonprofits:
Ensure that Einstein Analytics and Discovery are enabled in the Salesforce org.
Navigate to the Einstein for Nonprofits setup and configure the necessary settings.
Configure Prediction Models:
Use Einstein Prediction Builder to create a custom prediction model.
Define the criteria and data points that indicate a high likelihood of recurring donations, such as past donation behavior, engagement levels, and demographic information.
Train and Deploy the Model:
Train the prediction model using historical data.
Deploy the model to start predicting which contacts are likely to become recurring donors.
Utilize Predictions in Fundraising Strategies:
Fundraisers can use the predictions to prioritize outreach and engagement efforts.
Customize communication and engagement plans for high-potential recurring donors.
Einstein for Nonprofits leverages AI and machine learning to provide insights and predictive analytics, helping nonprofits make data-driven decisions to enhance donor engagement and fundraising efforts.
Salesforce Einstein for Nonprofits: Einstein for Nonprofits.
Salesforce Einstein Prediction Builder Guide: Prediction Builder.
問題 #151
A nonprofit organization uses Customizable Rollups and has a large volume of Recurring Donation Allocations for a specific fund. The system administrator notices a scheduled skew job, but does not remember scheduling it. What should the consultant advise the system administrator to do?
答案：D
解題說明：
When the system administrator notices a scheduled skew job but does not remember scheduling it, the best course of action is to view the Setup Audit Trail. This will help determine the origin and purpose of the job. Here's how to do it:
Navigate to Setup:
Click on the gear icon in the top right corner of Salesforce.
Select "Setup".
Access the Setup Audit Trail:
In the Quick Find box, type "Setup Audit Trail".
Click on "View Setup Audit Trail".
Review the Audit Trail:
The Setup Audit Trail logs changes made to your Salesforce configuration, including scheduled jobs.
Look for entries related to the creation or modification of scheduled jobs.
Identify who created the job, when it was created, and any additional details provided in the log.
Determine Next Steps:
Based on the information found in the audit trail, decide whether the job is necessary.
If the job is not needed, it can be deleted. If it is essential, ensure that it is documented and understood.
Salesforce Documentation: Monitor Setup Changes
Salesforce Trailhead: Monitor Changes in Your Org
問題 #152
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
答案：B,D
解題說明：
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
問題 #153
A development director wants to compare year over year donation information on a weekly basis for the last five years in order to see giving trends via a bar chart. The director asks the consultant if reporting snapshots would work.
What should the consultant advise about the limitations of reporting snapshots?
答案：D
解題說明：
https://sfdo-docs.s3-us-west-2.amazonaws.com/npsp_reports.pdf
Reporting snapshots in Salesforce allow you to capture and store data at specific intervals, providing a way to track changes over time. However, they do not work retroactively, meaning you cannot use them to capture historical data before the snapshot was created. The snapshots only start capturing data from the point they are set up moving forward.
To address the development director's request, the consultant should consider alternative methods, such as creating reports with historical data that has already been captured or using a different tool that can analyze historical data for trends.
Salesforce Help: Create Reporting Snapshots to Report on Historical Data Salesforce Trailhead: Reporting Snapshots
問題 #154
A nonprofit created a custom Opportunity Name for all In-kind gifts.
Which two considerations should the consultant discuss with the nonprofit?
Choose 2 answers
答案：A,B
解題說明：
When a nonprofit creates a custom Opportunity Name for all in-kind gifts, it is important to understand how this change impacts existing and new Opportunity records. The Refresh All Opportunity Names utility can be used to update the names of existing Opportunities to match the new naming convention. Additionally, the custom Opportunity Name Format will only apply to new Opportunities that match the specified record type.
Steps:
Update the Opportunity Name Format settings to reflect the new naming convention for in-kind gifts.
Use the Refresh All Opportunity Names utility to apply the new naming convention to existing Opportunities. This ensures consistency across all records.
Inform users that the new naming convention will only be automatically applied to new Opportunities created with the matching record type going forward.
Monitor the changes and verify that the updated names meet the nonprofit's requirements.
CertGod Nonprofit Cloud Consultant Guide: Provides guidance on updating Opportunity names and using utilities for bulk updates.
Salesforce Documentation on Opportunity Name Formats: Details the steps for configuring and applying custom naming conventions.
問題 #155
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