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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Reporting and Analytics | 5% | - NPSP-specific reports and dashboards
|
| Topic 2: Nonprofit Success Pack Overview and Architecture | 15% | - NPSP settings and configuration framework
|
| Topic 3: Data Management and Quality | 15% | - Data import and export
|
| Topic 4: Solution Design and Implementation | 20% | - Deployment and change management
|
| Topic 5: Program and Service Delivery | 18% | - Program Management Module (PMM)
|
| Topic 6: Fundraising and Donation Management | 22% | - Donation and payment processing
|
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NEW QUESTION # 19
A nonprofit organization has engaged a consultant to implement NPSP and has a large membership program it wants to manage in Salesforce. Which two things does the consultant need to set up to ensure that the membership rollups in NPSP will work properly?
Answer: C,D
Explanation:
To ensure that the membership rollups in NPSP work properly, the following settings need to be configured:
Check that the Membership Record Type is Selected for Membership Rollups:
Go to NPSP Settings.
Navigate to "Settings" -> "Donations" -> "Customizable Rollups".
Ensure that the membership record type is selected and configured to be included in the rollups. This allows NPSP to aggregate membership data correctly.
Ensure there is an Opportunity Record Type Set Up for Memberships:
Navigate to Setup -> Object Manager -> Opportunity.
Ensure there is a specific record type for memberships (e.g., "Membership Opportunity").
Configure this record type with the necessary fields and settings specific to membership tracking.
By ensuring these configurations are in place, NPSP can properly roll up membership data and provide accurate metrics for the organization.
"Customizable Rollups in NPSP" from Salesforce Help: Customizable Rollups
"Setting Up Opportunity Record Types" from Salesforce.org: Opportunity Record Types
NEW QUESTION # 20
In the NPSP Data Import Template, the Account fields should contain which two types of information?
Choose 2 answers
Answer: A,C
Explanation:
In the NPSP Data Import Template, the Account fields should contain:
Household-related data:
This data includes information pertinent to the household of the contacts, such as household name and address. Household-related data is crucial for managing and segmenting contacts within the NPSP.
Contact's employer-related data:
This data includes the employer's name and details, which helps in tracking affiliations and donations made by contacts through their employers. It is essential for managing donor relationships and corporate affiliations.
NEW QUESTION # 21
A nonprofit plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records.
How can the consultant change the configuration to meet this requirement?
Answer: A
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/program-management-with-nonprofit-cloud/manage-nonprofit-programs-with-salesforce?trail_id=manage-programs-with-nonprofit-cloud To allow case managers to create and edit service delivery records in the Program Management Module (PMM), you should assign the appropriate permissions through Permission Sets. Permission Sets provide a way to grant specific permissions to users without changing their profiles, making it easier to manage access to certain functionalities.
Steps:
Create a Permission Set:
Navigate to Setup -> Permission Sets.
Click "New" to create a new permission set.
Grant Permissions:
In the new permission set, go to Object Settings.
Find and select "Service Deliveries."
Grant "Create" and "Edit" permissions.
Assign the Permission Set:
Assign the newly created permission set to the case managers who need access to create and edit service delivery records.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Permission Sets
NEW QUESTION # 22
A consultant is training a system admin to prepare for a new release of a particular open source Nonprofit Cloud product.
Where are two places the system admin should look for release notes on the product?
Choose 2 answers
Answer: A,B
Explanation:
To prepare for a new release of an open-source Nonprofit Cloud product, the system admin should check the following sources for release notes:
Nonprofit Hub Group in the Trailblazer Community:
The Trailblazer Community is a rich resource for Salesforce users, including non-profits. The Nonprofit Hub group frequently posts updates, discussions, and release notes related to Nonprofit Cloud products.
This group can be accessed by logging into the Trailblazer Community and searching for "Nonprofit Hub." GitHub Repository Release Page:
For open-source products, the official GitHub repository is a primary source for release notes. The release page on GitHub will have detailed notes about new features, bug fixes, and enhancements.
To access, navigate to the product's GitHub repository and click on the "Releases" tab.
Trailblazer Community: Nonprofit Hub Group
GitHub: Product's repository release page
NEW QUESTION # 23
A nonprofit organization has been informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists. Which action should the nonprofit organization take on the donor's contact record?
Answer: C
Explanation:
When a nonprofit organization is informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists, the appropriate action is to select the "Deceased" field on the donor's contact record. Here's how to do it:
Navigate to the Contact Record:
Go to the Contacts tab in Salesforce.
Search for the donor's contact record and open it.
Select the Deceased Field:
Locate the "Deceased" checkbox on the contact record.
Check the box to mark the contact as deceased.
Additional Actions:
Ensure that any automated processes or workflows related to email and mailing lists exclude contacts marked as deceased.
Update any relevant lists or segments to remove the deceased donor from future communications.
Implications of Marking a Contact as Deceased:
The contact will no longer be included in email or direct mail campaigns.
The contact record is retained in Salesforce for historical and reporting purposes, preserving donation history and other relevant information.
Salesforce NPSP Documentation: Managing Contact Records
Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics
NEW QUESTION # 24
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