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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Nonprofit Cloud Setup | 22% | - Organization-wide settings - Data import and migration strategies - Platform configuration and setup - User management and permissions |
| Topic 2: Solution Design | 32% | - Integration with other Salesforce products - Align solutions with nonprofit business needs - Process automation and workflow design - Data model design and architecture - Security and access control design |
| Topic 3: Nonprofit Implementation Strategy | 11% | - Change management and adoption strategies - Implementation lifecycle and project planning - Solution scalability and maintainability - Stakeholder engagement and requirements gathering |
| Topic 4: Nonprofit Cloud Feature Configuration | 35% | - Fundraising management and donor tracking - Grantmaking and award management - Program and service delivery management - Data processing and rollup configuration - Outcome measurement and reporting - Engagement and communication tools |
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NEW QUESTION # 82
The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation. The development director wants a report to show who the solicitor is for each donor.
Which report type does the system admin need to use to create the requested report?
Answer: D
Explanation:
To create a report that shows who the solicitor is for each donor using automated soft credits, the system admin should use the "Opportunities with Partial Soft Credits and Contacts" report type. This report type allows the inclusion of soft credits and the related contacts, making it possible to track the solicitor for each donation.
Steps to Create the Report:
Choose the Report Type:
Navigate to the Reports tab and click "New Report."
Select the "Opportunities with Partial Soft Credits and Contacts" report type.
Customize the Report:
Add the necessary fields to display the solicitor, donor, and relevant opportunity information.
Use filters to refine the data as needed.
Save and Run the Report:
Save the report with an appropriate name and run it to view the results.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Create and Customize Reports
NEW QUESTION # 83
A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?
Answer: A
Explanation:
If the Check/Reference Number field is not visible in the report builder, the consultant should check if there is a custom field named "Check/Reference Number" on the Payments object. Here's how to proceed:
Verify Custom Fields on Payments Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Look for a custom field named "Check/Reference Number".
Ensure Field is Included in Report Type:
Go to the Report Builder.
Verify that the report type being used includes the Payments object.
If the report type does not include Payments, create or use a report type that does.
Add Field to Report Layout:
In the Report Builder, ensure the "Check/Reference Number" field is added to the report layout.
Drag and drop the field into the columns of your report.
By ensuring that the custom field is present on the Payments object and included in the report type, the development associate can successfully add the Check/Reference Number to their report.
Reference:
Salesforce Documentation: Custom Fields
Salesforce Trailhead: Create Reports with the Report Builder
NEW QUESTION # 84
A nonprofit needs more insight into why some corporate sponsorships are closing and why others are lost.
They want to evaluate information including pipeline value, number of opportunities. Pardot score, win/lost percentage, stage value, and a table of opportunities. The system admin wants to deploy a solution quickly.
Which solution should a consultant recommend?
Answer: D
NEW QUESTION # 85
A nonprofit organization is using a free trial of Nonprofit Cloud and engages with a consultant to do some custom configuration work. The consultant starts to gather requirements and look at the overall design. Which two things should the consultant know about the trial experiences available on the Salesforce.org website?
Answer: A,D
Explanation:
Understanding the trial experiences available on the Salesforce.org website is crucial for setting expectations and planning custom configuration work. Here's detailed information about the trial options:
* Available Trial Experiences:
* Lightning Enterprise: This option provides a standard Salesforce Lightning Enterprise edition, suitable for exploring core CRM capabilities.
* Lightning Enterprise + NPSP: This trial includes the Nonprofit Success Pack (NPSP) on top of the Lightning Enterprise edition, tailored specifically for nonprofit needs.
* Free Trial Period:
* The free trial period for Salesforce.org trials is 30 days. This provides enough time to explore features, gather requirements, and conduct initial custom configuration work.
* Why Not Other Options:
* Option A: While free licenses may be available for qualified customers, this is separate from the trial experience and not universally applicable.
* Option D: The trial orgs provided by Salesforce.org are typically not Developer Edition orgs but are configured to showcase the Enterprise capabilities with or without NPSP.
By knowing that the trial choices include Lightning Enterprise or Lightning Enterprise + NPSP and that the free trial period is for 30 days, the consultant can effectively plan and execute the initial phases of the project.
Salesforce.org Trial Experiences Information
Salesforce Nonprofit Success Pack (NPSP) Documentation
NEW QUESTION # 86
A nonprofit organization is evaluating Nonprofit Cloud. The organization has common focus areas, which are used to track programs, individuals, and grants to organize data across departments. Which Nonprofit Cloud feature can the organization use to organize the data in the same manner?
Answer: A
Explanation:
To organize data across different departments and objects using "focus areas" (e.g., "Youth Literacy,"
"Veterans Affairs," or "Sustainability"), a consultant should implement Interest Tags.
Interest Tags (built on the Salesforce Industry's Tagging framework) provide a flexible, "horizontal" way to categorize records regardless of their object type.
How to Implement Focus Areas with Interest Tags:
* Define Tag Categories: The consultant creates a Tag Category called "Focus Areas."
* Create Tags: Within that category, the consultant creates individual Interest Tags (e.g.,
"Environment," "Health," "Education").
* Cross-Object Application: Unlike a standard picklist which is tied to one object, Interest Tags can be added to almost any object in the Nonprofit Cloud. A consultant adds the "Interest Tags" component to:
* Programs: To show the focus of the service.
* Person Accounts: To show the interests of a donor or participant.
* Individual Applications: To show the focus of a grant request.
* Unified Reporting: Because all these records share the same tags, the organization can easily run a report to see "Everything related to Youth Literacy"-including the donors interested in it, the programs delivering it, and the grants funding it.
Why other options are incorrect:
* Data Pipelines (Option A): This is a tool for high-volume data transformation and aggregation, not for qualitative categorization.
* Compliant Data Sharing (Option C): This is a security feature for record-level visibility, not a data organization or tagging tool. Interest Tags are the architecturally correct choice for cross-departmental
"Focus Area" tracking.
NEW QUESTION # 87
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