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| Section | Weight | Objectives |
|---|---|---|
| Analytics | 5% | - Reporting and Insights
|
| Implementation Strategies and Best Practices | - Project Delivery
| |
| Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Solution Design | 20% | - Architecture Design
|
| Integration and Data Management | 15% | - Data Handling
|
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NEW QUESTION # 259
A consultant is setting up a governance framework as part of a nonprofit organization implementation.
Which three elements should be included in a Salesforce-recommended governance structure? Choose 3 answers
Answer: B,C,E
Explanation:
A Salesforce-recommended governance structure for nonprofit organizations ensures the implementation runs smoothly and effectively. It typically includes the following elements:
Release Management: This ensures that changes are systematically planned, tested, and deployed. It involves managing how new features and updates are rolled out to avoid disruption and ensure smooth transitions.
Rules of Engagement: These define how different stakeholders will interact with the system and with each other. It includes protocols and guidelines for communication, decision-making, and responsibilities.
Center of Excellence (CoE): This is a dedicated team or a hub of experts that provides leadership, best practices, research, support, and training. A CoE helps ensure that the organization is leveraging Salesforce effectively and efficiently.
Salesforce Nonprofit Cloud Implementation Guide
Salesforce Trailhead: Governance Framework
NEW QUESTION # 260
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 # 261
A nonprofit realizes that the target deployment date is concurrent with a Salesforce major seasonal release window.
Which two steps should the nonprofit take when finalizing the plan for the new feature in production?
Choose 2 answers
Answer: C,D
Explanation:
When finalizing the plan for new features during a Salesforce major seasonal release window:
Verify Sandbox Release:
Check if the sandbox is on the same release as production to ensure consistency. Navigate to Setup -> Company Information in both environments to verify the release versions.
Review Sandbox Preview Instructions:
Salesforce provides sandbox preview instructions before a major release. Review these instructions to understand the new features and changes. Go to the Salesforce Release Readiness & Feature Adoption group on the Trailblazer Community for the latest updates.
Prepare Change Sets:
Create and validate change sets in the sandbox environment. Ensure all components are tested and ready for deployment after the production instance is upgraded.
Monitor Release Window:
Keep track of the Salesforce release window schedule to plan the deployment timing accordingly. Avoid deploying changes during the release window to prevent conflicts or unexpected issues.
Salesforce Release Readiness & Feature Adoption Documentation
Salesforce Sandbox Preview Instructions
Salesforce Trailblazer Community for Release Updates
NEW QUESTION # 262
The admin at a nonprofit is implementing Salesforce Shield in its org to enable field platform encryption.
What are three NPSP considerations when implementing Shield Platform Encryption?
Choose 3 answers
Answer: A,B,E
Explanation:
When implementing Salesforce Shield Platform Encryption with NPSP, there are several key considerations:
Role Name Field on Partial Soft Credit Object:
If the Role Name field on the NPSP Partial Soft Credit object is encrypted, the nightly Soft Credit rollups will fail. This is because the rollup process relies on accessing this field, and encryption can interfere with its functionality.
MergeContacts List Button:
The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted. The merging process requires access to the Contact Name to identify and merge records accurately, which encryption can prevent.
Custom Unique Id Matching:
NPSP Data Import cannot perform Custom Unique Id matching on Accounts and Contacts if the field used for matching is encrypted. This limitation arises because the encryption prevents the import process from accurately comparing and matching the encrypted values.
These considerations highlight the impact of encryption on certain NPSP functionalities, and it is important to plan accordingly when implementing Shield Platform Encryption.
Salesforce Shield Platform Encryption Documentation
Nonprofit Success Pack (NPSP) Documentation on Data Import and Soft Credits
NEW QUESTION # 263
A nonprofit has a membership program it wants to manage in Salesforce.
What are two items the consultant needs to configure so the membership rollups in NPSP work properly?
Answer: A,B
Explanation:
To ensure that the membership rollups in NPSP (Nonprofit Success Pack) work properly for managing a membership program, the consultant needs to configure the following items:
Select the membership record type for membership rollups:
This involves defining which Opportunity record types are used for membership donations. This configuration allows the NPSP to properly identify and roll up membership donations.
Create an Opportunity record type for memberships:
Opportunity record types allow different types of opportunities (such as donations, memberships, etc.) to be tracked and managed separately. Creating a specific Opportunity record type for memberships ensures that these are properly categorized and can be used in rollup calculations.
NEW QUESTION # 264
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