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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics | 5% | - Reporting and Insights
|
| Topic 2: Implementation Strategies and Best Practices | - NPSP Configuration and Setup
| |
| Topic 3: Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Topic 4: Solution Design | 20% | - Architecture Design
|
| Topic 5: Integration and Data Management | 15% | - Data Handling
|
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NEW QUESTION # 73
A nonprofit organization had enabled Person Accounts in its org and now wants to install NPSP. The nonprofit organization wants to completely remove all Person Account features. What should the nonprofit organization consider?
Answer: A
Explanation:
If a nonprofit organization has enabled Person Accounts in its Salesforce org and now wants to install NPSP while completely removing all Person Account features, the best approach is to apply for a new Salesforce organization and request a license transfer. Here's why and how to do it:
Apply for a New Salesforce Organization:
Create a new Salesforce instance without enabling Person Accounts.
This approach avoids the complexities and potential issues of removing Person Accounts from an existing instance.
Request a License Transfer:
Contact Salesforce support to request a transfer of licenses from the old org to the new one.
Provide the necessary details and justification for the transfer.
Install NPSP in the New Org:
Install the Nonprofit Success Pack (NPSP) in the new Salesforce org.
Follow the standard installation and post-installation steps to set up NPSP properly.
Migrate Data:
Plan and execute a data migration from the old org to the new org.
Use data import tools like Data Loader to transfer Contacts, Accounts, Opportunities, and other relevant data.
Ensure data integrity and mapping during the migration process.
By creating a new org and transferring the licenses, the organization can start fresh without the complexities of removing Person Accounts and ensure a smooth transition to using NPSP.
"Salesforce Nonprofit Success Pack Installation" from Salesforce Help: NPSP Installation
"Managing Person Accounts" from Salesforce Help: Person Accounts
NEW QUESTION # 74
The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile.
What should the consultant do?
Answer: A
Explanation:
To track nested campaigns effectively, Salesforce Campaign Hierarchies can be utilized. Here are the steps to set this up:
Create Parent Campaign:
Create the top-level parent Campaign called "Friends of the Organization".
Create Sub-Campaigns:
Create sub-campaigns under the parent campaign for each hierarchical level: FY19, Capital Campaign, Annual Fund, Digital Donations, and Mobile.
Link each sub-campaign to its parent campaign using the Parent Campaign lookup field.
Configure Campaign Hierarchy Settings:
Ensure the Campaign Hierarchy settings are configured to allow for the desired depth of nested campaigns.
Track Campaign Performance:
Use Campaign Hierarchy reports to track the performance of each campaign within the hierarchy.
Analyze metrics such as total donations, engagement, and conversion rates at each level.
By creating a structured Campaign Hierarchy, the nonprofit can effectively track and manage complex campaign structures, gaining insights into performance at each level of the hierarchy.
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Campaign Management
NEW QUESTION # 75
A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments.
What should the consultant do to correctly match the Payments to the Opportunities?
Answer: C
Explanation:
When migrating historic donation records into a nonprofit's Salesforce org where many of these donations were paid in multiple installments, it is important to ensure that the Payments are correctly matched to the Opportunities. The correct approach involves using the "Do Not Automatically Create Payment" field:
Check the Do Not Automatically Create Payment Field:
When importing historic donations, check the "Do Not Automatically Create Payment" field on the Opportunities.
This prevents Salesforce from automatically creating Payments for these Opportunities, which allows you to manually enter the correct Payments that match the historic installment records.
Manually Create Payments:
After importing the Opportunities with the "Do Not Automatically Create Payment" field checked, manually create Payment records that correspond to each installment.
Ensure each Payment is correctly associated with the corresponding Opportunity.
Validation:
Validate the imported data to ensure all Payments are correctly matched with the Opportunities.
This method ensures that the historic donation records with multiple installments are accurately represented in Salesforce.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Payments and Opportunities.
Salesforce Help: Data Import Guidelines.
NEW QUESTION # 76
A user at a nonprofit is trying to run a mailing list report on a campaign using the NPSP Household Mailing List button. They receive an error saying, "the data you are trying to access is unavailable." The button works as expected for the system administrator.
What should the consultant advise to troubleshoot the issue?
Answer: D
Explanation:
The error message "the data you are trying to access is unavailable" when running a mailing list report on a campaign using the NPSP Household Mailing List button likely indicates a permissions issue. Since the button works as expected for the system administrator, the issue is probably related to user permissions.
Apex Class Access (A): The most likely cause is that the user does not have access to the necessary Apex Class for Manage Households. Ensure that the user has the required permissions to access and execute this Apex Class.
Salesforce Nonprofit Success Pack Documentation
Salesforce Help: Manage Apex Classes and Permissions
NEW QUESTION # 77
A Household Account has Contacts with Affiliations, Relationships, and Closed/Won donations associated with it.
What is the outcome when a system admin attempts to delete this Household Account record?
Answer: B
Explanation:
When a system admin attempts to delete a Household Account record that has Contacts with Affiliations, Relationships, and Closed/Won donations associated with it, Salesforce will prevent the deletion and display an error message. Here's why:
Closed/Won Donations:
Salesforce prevents the deletion of records that have important related records, such as Closed/Won donations, to maintain data integrity.
Closed/Won Opportunities represent actual donations that are crucial for reporting and financial tracking. Deleting the associated Household Account would disrupt this data integrity.
Error Message:
Salesforce will display an error message indicating that the record cannot be deleted because of its associated Closed/Won donations. This safeguard ensures that critical financial data is preserved.
Salesforce Documentation on Record Deletion and Related Records
Salesforce NPSP Data Integrity and Protection Guide
NEW QUESTION # 78
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