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| Section | Weight | Objectives |
|---|---|---|
| Constituent Engagement | 8% | - Explain strategies for constituent engagement
|
| Domain Expertise | 10% | - Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
|
| Program and Service Delivery | 15% | - Configure and implement program management
|
| Analytics and Reporting | 15% | - Configure and implement reports and dashboards
|
| Fundraising | 20% | - Configure and implement fundraising features
|
| Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
|
| Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
|
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NEW QUESTION # 69
A nonprofit organization receives a number of donations from Donor Advised Funds where the check is written by the financial institution that houses the Donor Advised Fund. What should the consultant recommend to ensure that the Donor Advised Fund receives credit for the donation?
Answer: A
Explanation:
To ensure that the Donor Advised Fund (DAF) receives credit for donations, using Account Soft Credits is the best approach. Here's how to set this up:
Navigate to NPSP Settings:
Go to Setup.
In the Quick Find box, type "NPSP Settings" and select it.
Configure Soft Credits:
In NPSP Settings, navigate to "Donations" -> "Soft Credits".
Ensure that soft credits are enabled for Accounts and Contacts.
Add Soft Credits on Opportunities:
When entering a donation, go to the Opportunity record.
Add a new soft credit for the DAF by selecting the appropriate Account (the financial institution housing the DAF).
Specify the role as "Donor Advised Fund" or similar.
Track and Report:
Use Opportunity reports to track soft credits and generate reports showing the contributions attributed to the DAF.
Using soft credits allows the organization to properly credit the DAF for donations without altering the primary donor records.
Reference:
"Managing Soft Credits in NPSP" from Salesforce Help: Soft Credits
"Tracking Donor-Advised Funds" from Salesforce.org: Donor-Advised Funds
NEW QUESTION # 70
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?
Answer: B
Explanation:
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.
Reference:
Salesforce Documentation: Monitor Setup Changes
Salesforce Trailhead: Monitor Changes in Your Org
NEW QUESTION # 71
A case manager wants to assign a group of services to a client.
What should the consultant ensure is configured prior to the case manager using the Case Plan Wizard?
Answer: D
Explanation:
To ensure a case manager can assign a group of services to a client using the Case Plan Wizard, the following configuration is required:
* Program with Goals and Action Item Templates:
* A program in Salesforce should be configured with defined goals and action item templates.
* Goals represent the objectives for the client, and action item templates provide the specific tasks or services that need to be delivered.
* Steps to Configure:
* Navigate to the Program Management Module in Salesforce.
* Create or update the program to include the relevant goals that outline the objectives for the clients.
* Define action item templates that detail the services or tasks that will help achieve these goals.
* Using the Case Plan Wizard:
* The Case Plan Wizard utilizes these predefined goals and action item templates to create a structured case plan for the client.
* The case manager can select the appropriate goals and action items from the templates during the case plan creation process.
By having a program with goals and action item templates configured, the nonprofit ensures that case managers can efficiently assign and manage services for their clients.
References:
Salesforce Help: Program Management Module
Nonprofit Success Pack (NPSP) Documentation: Configuring Goals and Action Items
NEW QUESTION # 72
A consultant is helping a nonprofit diagnose and address some issues they have with NPSP. The consultant sees the customer i$ hitting governor limit errors on a particular job.
Which action should the consultant take to resolve the issue?
Answer: A
Explanation:
When encountering governor limit errors on a particular job in NPSP, the consultant should decrease the batch size for that job. Here's why:
Batch Size:
Salesforce has strict governor limits to ensure efficient resource usage. When a batch job hits these limits, it often indicates that the batch size is too large.
Decreasing the batch size reduces the number of records processed in each batch execution, thereby minimizing the chances of hitting governor limits.
This approach helps in completing the job successfully without exceeding platform limits.
Reference:
Salesforce Batch Apex Documentation
Salesforce Governor Limits Guide
These solutions provide precise and effective steps to address common issues and configuration needs within the Salesforce Nonprofit Cloud environment.
NEW QUESTION # 73
A consultant is installing NPSP in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature in NPSP. Which action should a consultant take?
Answer: C
NEW QUESTION # 74
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