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| Section | Weight | Objectives |
|---|---|---|
| Solution Design | 32% | - Process automation and workflow design - Data model design and architecture - Integration with other Salesforce products - Security and access control design - Align solutions with nonprofit business needs |
| Nonprofit Implementation Strategy | 11% | - Solution scalability and maintainability - Change management and adoption strategies - Implementation lifecycle and project planning - Stakeholder engagement and requirements gathering |
| Nonprofit Cloud Feature Configuration | 35% | - Fundraising management and donor tracking - Outcome measurement and reporting - Grantmaking and award management - Program and service delivery management - Data processing and rollup configuration - Engagement and communication tools |
| Nonprofit Cloud Setup | 22% | - Data import and migration strategies - Organization-wide settings - User management and permissions - Platform configuration and setup |
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NEW QUESTION # 67
A nonprofit organization provides case management to its clients. There is a requirement for a score to be automatically assigned to each client based on several factors such as age, income and number of health conditions. The nonprofit also wants to automate the creation and assignment of follow up tasks related to the client.
Which combination of functions should the consultant recommend?
Answer: D
Explanation:
For a nonprofit organization providing case management and requiring automatic scoring of clients based on various factors like age, income, and health conditions, along with automating the creation and assignment of follow-up tasks, the best combination of functions is Engagement Plans and Levels.
* Engagement Plans: These are used to automate the creation of tasks and follow-up activities based on predefined templates. This feature ensures that specific tasks are generated and assigned to relevant staff members as soon as certain criteria are met.
Steps to Set Up Engagement Plans:
* Navigate to the "Engagement Plans" tab in NPSP.
* Create a new Engagement Plan Template, defining the tasks and follow-ups that should be created.
* Specify the conditions under which this Engagement Plan should be triggered (e.g., a new client intake).
* Assign the Engagement Plan to the appropriate client records.
* Levels: These are used to categorize clients (or any other records) based on numeric values or other criteria. In this case, Levels can be used to automatically assign a score to each client based on their age, income, and health conditions.
Steps to Set Up Levels:
* Navigate to NPSP Settings > Levels.
* Create a new Level, specifying the criteria for each level (e.g., age range, income bracket, number of health conditions).
* Define the actions that should be triggered when a client reaches a specific level.
By using Engagement Plans and Levels, the nonprofit can automate both the scoring of clients and the creation of follow-up tasks, ensuring a streamlined case management process.
References:
CertGod Nonprofit Cloud Consultant Guide:
NEW QUESTION # 68
A nationally federated nonprofit is implementing a single Salesforce org to provide shared fundraising services to its four regional affiliates. Each affiliate and the national nonprofit must see only its own donor data.
Which Salesforce feature would enable this level of record access?
Answer: D
Explanation:
To provide each affiliate and the national nonprofit the ability to see only its own donor data in a single Salesforce org, the consultant should use Criteria-based Sharing. Here's why:
* Criteria-based Sharing:
* This feature allows for defining sharing rules based on specific criteria, such as record ownership or certain field values.
* By setting up criteria-based sharing rules, each affiliate and the national nonprofit can be restricted to viewing only the records that meet the specified criteria, such as records tagged with their specific region or affiliate identifier.
Salesforce Sharing and Visibility Guide
Salesforce Criteria-based Sharing Rules Documentation
NEW QUESTION # 69
A nonprofit customer is concerned about its users having their Salesforce usernames and passwords compromised. Which Salesforce security feature should the consultant recommend?
Answer: B
Explanation:
To enhance the security of Salesforce usernames and passwords and prevent them from being compromised, setting up two-factor authentication (2FA) is the recommended approach. Here's how to implement it:
* Enable Two-Factor Authentication for the Org:
* Navigate to Setup.
* In the Quick Find box, type "Two-Factor Authentication" and select it.
* Enable 2FA at the organization level.
* Assign 2FA to User Profiles:
* Go to the user profiles that require 2FA.
* Under the profile settings, enable the requirement for two-factor authentication.
* Configure 2FA Methods:
* Allow users to register their preferred authentication method (e.g., Salesforce Authenticator app, SMS, email, or third-party authenticator apps).
* Ensure users set up their 2FA methods through their personal settings.
* User Training and Support:
* Provide training materials and support to help users understand and set up 2FA.
* Offer assistance for troubleshooting common issues during the setup process.
* Monitor and Enforce:
* Use Salesforce's monitoring tools to ensure compliance with 2FA requirements.
* Regularly review and update security policies to maintain a high level of security.
Implementing two-factor authentication significantly reduces the risk of account compromise by adding an extra layer of security beyond just usernames and passwords.
"Setting Up Two-Factor Authentication" from Salesforce Help: Two-Factor Authentication
"Salesforce Authenticator" from Salesforce Help: Salesforce Authenticator
NEW QUESTION # 70
A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anything related to the Person Account model. What should the consultant advise?
Answer: B
Explanation:
To transition from Person Accounts to the Household Account model in NPSP and avoid interacting with Person Accounts, the recommended approach is to migrate to a new Salesforce NPSP org. Here's how:
* Apply for a New Salesforce NPSP Org:
* Contact Salesforce to apply for a new NPSP org.
* Ensure the organization qualifies for the NPSP and request the necessary licenses.
* Request License Transfer:
* Work with Salesforce support to transfer existing licenses from the current org to the new NPSP org.
* Export Data from Current Org:
* Export all Person Account data, including Contacts, Accounts, Opportunities, and any other relevant records.
* Use Salesforce Data Loader or another export tool to ensure a complete data export.
* Prepare Data for Import:
* Clean and prepare the exported data for import into the new org.
* Map Person Account data to the appropriate fields in the Household Account model.
* Import Data into New NPSP Org:
* Use the NPSP Data Importer or Data Loader to import the cleaned data into the new org.
* Ensure that all relationships and references are correctly mapped and maintained during the import process.
This method ensures a clean transition to the Household Account model without the complications of dealing with Person Accounts in the original org.
Salesforce NPSP Documentation: Account Models
Salesforce Trailhead: Data Import Strategies
NEW QUESTION # 71
An admin at a nonprofit using NPSP finds that the donation totals on a handful of donor's records are not showing the right totals.
How should the consultant troubleshoot this?
Answer: C
Explanation:
When donation totals on donor records are not showing correctly in NPSP, one common issue is that the Customizable Rollups might be configured incorrectly. Specifically, it's crucial to verify that the correct target custom field is chosen for the rollup calculations.
Steps to Troubleshoot:
* Check Customizable Rollups Settings:
* Navigate to NPSP Settings -> Donations -> Customizable Rollups.
* Review the rollup configurations to ensure that the correct fields are selected as targets for the rollup calculations.
* Verify Target Fields:
* Confirm that the fields where the totals should appear are correctly mapped in the rollup settings.
* Ensure there are no discrepancies or misconfigurations that might cause incorrect calculations.
* Review Opportunity Primary Contact:
* While the primary contact verification is less likely to affect donation totals directly, it's good practice to check that the opportunities are correctly associated with the primary contacts.
References:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Configure Customizable Rollups in NPSP
NEW QUESTION # 72
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