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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Analytics and Reporting | 15% | - Configure and implement reports and dashboards
|
| Topic 2: Fundraising | 20% | - Configure and implement fundraising features
|
| Topic 3: Constituent Engagement | 8% | - Explain strategies for constituent engagement
|
| Topic 4: Domain Expertise | 10% | - Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
|
| Topic 5: Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
|
| Topic 6: Marketing and Engagement | 12% | - Design and implement engagement strategies
|
| Topic 7: Program and Service Delivery | 15% | - Configure and implement program management
|
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NEW QUESTION # 74
A development officer wants to integrate wealth scoring information into Salesforce.
Which solution should the consultant recommend?
Answer: A
Explanation:
To integrate wealth scoring information into Salesforce, the consultant should recommend using a third-party app from the AppExchange. Here's the process:
* Explore AppExchange:
* Visit the Salesforce AppExchange.
* Search for wealth scoring or donor prospecting applications.
* Evaluate Apps:
* Review the available apps that offer wealth scoring and donor analytics.
* Evaluate the features, customer reviews, and integration capabilities of each app.
* Select an App:
* Choose an app that best fits the nonprofit's requirements for wealth scoring integration.
* Popular options include apps like WealthEngine, DonorSearch, or iWave.
* Install and Configure the App:
* Install the selected app into the Salesforce org.
* Follow the configuration steps provided by the app to integrate wealth scoring data with Salesforce records.
* Map Wealth Scores to Salesforce Fields:
* Map the wealth scoring data fields to the appropriate fields on Salesforce objects, such as Contacts and Opportunities.
* Ensure the data is displayed where it is most useful for development officers and other users.
By using a third-party app from the AppExchange, the nonprofit can seamlessly integrate comprehensive wealth scoring information into Salesforce, enhancing their donor prospecting and engagement strategies.
Salesforce AppExchange: WealthEngine
Salesforce Documentation: Install Apps from AppExchange
NEW QUESTION # 75
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?
Answer: A
Explanation:
Before upgrading from version 2 to version 3 of NPSP, the consultant should:
Run NPSP Health Check: This tool identifies potential issues in the current NPSP configuration, including deprecated fields, custom objects, and other configurations that might cause problems during the upgrade.
Running NPSP Health Check ensures that the upgrade process goes smoothly by addressing any issues beforehand.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Upgrading NPSP
NEW QUESTION # 76
A nonprofit needs to send automated renewal emails on a 30/60/90/180-day cadence. Each email template needs to be different based on the members' website visits.
Which solution should a consultant recommend?
Answer: B
Explanation:
To send automated renewal emails on a 30/60/90/180-day cadence with different email templates based on members' website visits, Pardot is the recommended solution:
Pardot for Email Automation:
Pardot is Salesforce's B2B marketing automation solution that can handle complex email automation requirements.
It allows you to create automated email campaigns based on specific triggers and criteria, such as website visits and renewal dates.
Setting Up Pardot Automation:
Create dynamic lists in Pardot that segment members based on their renewal dates (30/60/90/180 days).
Design and create different email templates for each segment.
Use Pardot's Engagement Studio to build automated workflows that send the appropriate email template to each segment based on the criteria.
Tracking and Reporting:
Pardot provides detailed tracking and reporting on email engagement, allowing you to monitor the effectiveness of your renewal campaigns.
Using Pardot, the nonprofit can create personalized and timely renewal emails, improving member engagement and renewal rates.
Reference:
Salesforce Pardot Documentation
Trailhead: Automate Marketing to Businesses with Pardot
NEW QUESTION # 77
A nonprofit organization wants to integrate its event management system and Salesforce. The organization wants to automatically send event and event attendee data from its event management system and create Campaigns and Campaign Members in Salesforce on a daily basis. What should the consultant recommend?
Answer: B
NEW QUESTION # 78
A consultant is importing a number of new individual gifts from a recent fundraising event for a non-profit that is using NPSP. It is very important that donors receive credit for these new donations. Where is the automatic Opportunity Contact Role hard credit value configured for this scenario?
Answer: A
Explanation:
To ensure that donors receive credit for new donations, the automatic Opportunity Contact Role hard credit value should be configured in NPSP Settings. Here's how to do it:
Navigate to NPSP Settings:
Go to the App Launcher and search for "NPSP Settings".
Access Donations Settings:
Under NPSP Settings, select "Donations".
Click on "Opportunity Contact Roles".
Configure Default Contact Role:
Set the default Contact Role for Opportunities to ensure that the primary donor is automatically assigned the correct role.
This role typically is "Primary Donor" or "Donor".
Verify and Save:
Ensure that the configuration is correct and save the changes.
This setup ensures that when new donations are imported or entered, the primary donor receives the appropriate hard credit automatically, maintaining accurate donor credit records.
Reference:
Salesforce NPSP Documentation: Opportunity Contact Roles
Salesforce Trailhead: Manage Donations in NPSP
NEW QUESTION # 79
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