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| Section | Objectives |
|---|---|
| Reporting and Insights | - Outcome measurement and analytics - Reports and dashboards for nonprofit KPIs |
| Program Management | - Program lifecycle management - Program and service delivery tracking |
| Fundraising and Donations | - Campaign and fundraising tracking - Donation management and gift processing |
| Case and Service Management | - Case management for client services - Service delivery workflows |
| Constituent Management | - Account and contact data model for nonprofit organizations - Constituent engagement and segmentation |
| Data Management and Security | - Data model design and governance - Security, access, and compliance |
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NEW QUESTION # 154
A nonprofit processed a donation, and then the donor asked the nonprofit to also credit their spouse on that gift.
Assuming standard NP5P configuration, what should a consultant recommend to satisfy this request?
Answer: D
Explanation:
https://powerofus.force.com/s/article/NPSP-Configure-Automated-Soft-Credits#ariaid-title6
NEW QUESTION # 155
An Administrator at an organization has set up Program Management in Nonprofit Cloud. The organization wants users to be able to group participants into Program Cohorts. The Administrator turns on the Program Cohort feature im Setup, but users still cannot see the Program Cohorts object.
Which permission set should the Administrator assign to the users?
Answer: C
NEW QUESTION # 156
A nonprofit sends direct mail appeals via a third-party mail house. The nonprofit pulls a report from NPSP to send to the mail house with address information for each constituent who should receive an appeal. Some constituents prefer to receive mail at an address other than their primary household address.
How should a consultant access a list of those who do not reside at their household mailing address?
Answer: D
Explanation:
https://powerofus.force.com/s/article/NPSP-Override-the-Default-Address-for-a-Contact To access a list of constituents who do not reside at their household mailing address, you should create a report with the following steps:
* Create a New Report:
* Navigate to the Reports tab in Salesforce.
* Click on "New Report."
* Select Report Type:
* Choose "Contacts & Accounts" as the report type.
* Add Filters:
* Add a filter for "Address Override" and set it to "True."
* This filter will include only those constituents whose mailing address is overridden to a different address than their primary household address.
* Customize Report Columns:
* Include relevant columns such as Contact Name, Household Name, and Address details in your report.
* Run and Save the Report:
* Run the report to ensure it captures the correct data.
* Save the report for future use and sharing with the mail house.
By filtering the Contacts and Accounts report for Address Override = True, you can easily access and export a list of constituents who prefer to receive mail at a different address.
References:
Salesforce documentation on creating and customizing reports.
Nonprofit Success Pack (NPSP) documentation on Address Management and Overrides.
NEW QUESTION # 157
A nonprofit wants to implement an external email platform that integrates with Salesforce. The integration will record every email sent to a subscriber, as well as which recipients open the email, click a link, or unsubscribe.
Which two storage considerations should the consultant take into account before recommending an email platform?
Choose 2 answers
Answer: B,D
Explanation:
When integrating an external email platform with Salesforce, it's important to consider storage implications and retention policies. Here are the steps to take into account these considerations:
Evaluate Storage Requirements:
Campaign Member records are used to track email interactions within Salesforce. These records typically consume less storage compared to creating a custom object for the same purpose.
Custom objects can lead to higher storage usage, especially if tracking detailed interaction data.
Retention Policies:
Understand the email platform's data retention policies. Some platforms allow you to specify how long subscriber activity data (such as opens, clicks, and unsubscribes) should be retained.
Configure the retention settings to align with your organization's data retention policies and compliance requirements.
Integration Setup:
Set up the integration to ensure that Campaign Members are created or updated with each email interaction.
Use the external email platform's API to push data into Salesforce, ensuring that Campaign Members are updated in real-time or through scheduled syncs.
Monitor and Optimize:
Regularly monitor storage usage in Salesforce and optimize data retention settings to balance between having sufficient historical data and managing storage costs.
Reference:
Salesforce Storage Usage Best Practices: Detailed best practices for managing storage in Salesforce. Salesforce Help.
Email Platform Integration Guides: Specific guides for integrating popular email platforms with Salesforce (e.g., Mailchimp, Pardot).
NEW QUESTION # 158
A user creating Opportunities wants to avoid manually entering information twice in order to have it appear on both the Opportunity record and the Payment record. Which two steps should be taken to set this up?
Answer: A,C
Explanation:
To avoid manually entering information twice and ensure it appears on both the Opportunity record and the Payment record, follow these steps:
Create Payment Mappings in NPSP Settings:
Navigate to NPSP Settings.
Go to "Donations" and select "Payment Mappings".
Create mappings to ensure that relevant fields from the Opportunity record are automatically populated in the Payment record.
Create Custom Fields on the Payment Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Create custom fields that correspond to the Opportunity fields you want to map.
Ensure the field types match those on the Opportunity object to facilitate accurate data transfer.
These steps automate the data transfer between Opportunities and Payments, reducing manual entry and ensuring consistency across records.
Reference:
Salesforce NPSP Documentation: Payment Mappings
Salesforce Trailhead: Custom Fields
NEW QUESTION # 159
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