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NEW QUESTION # 27
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: B,D
NEW QUESTION # 28
The admin at a nonprofit wants to delegate authority to two specific users to process gift entries.
Which three permissions should the consultant add to a permission set so the users can perform this work with only the necessary level of access?
Choose 3 answers
Answer: A,D,E
Explanation:
To delegate authority to specific users for processing gift entries, the consultant should add the following permissions to a permission set:
Grant visibility to the Gift Entry tab:
This permission ensures that users can access the Gift Entry tab where they can process and manage gift entries.
Grant create, edit, and delete access to all required objects and fields:
Users need full CRUD (Create, Read, Update, Delete) access to objects and fields related to gift processing such as Donations, Payments, and any custom fields or objects involved in the gift entry process.
This level of access is essential for users to accurately record, update, and manage gift entries.
Grant access to BDI_BatchOverride and BDI_DataImport Visualforce pages:
These Visualforce pages are part of the Batch Data Import (BDI) functionality in NPSP, which is used for batch processing of gift entries.
Access to these pages allows users to override batch data and perform data imports necessary for processing gifts.
Reference:
Salesforce documentation on Gift Entry permissions: Gift Entry Permissions
NEW QUESTION # 29
A nonprofit organization wants the ability to provide refunds for donations, but when a Gift Refund record is created, the original Gift Transaction record is not updated to Fully Refunded.
What should the organization do next?
Answer: A
NEW QUESTION # 30
A nonprofit organization needs to send a mailing to all clients to invite them to an informational session on its workforce development program. The organization wants to track who it was sent to and who responded. The organization is using the NPSP with the Household Account Model. What should a consultant advise them to do to accomplish this in Salesforce?
Answer: B
Explanation:
To send a mailing to all clients and track who was sent the invitation and who responded, you should use Campaigns in NPSP. Here's how to set it up:
Create a Campaign:
Navigate to the Campaigns tab.
Click "New Campaign" and fill out the necessary details such as Campaign Name (e.g., "Workforce Development Program Invite").
Filter List View for Clients:
Go to the Contacts tab.
Create a new list view or filter an existing one to include only clients. This might include adding filters for criteria that identify clients, such as specific Account Record Types or custom fields.
Add Contacts to Campaign:
Select all the clients in the list view.
Use the "Add to Campaign" button to add these Contacts to the previously created Campaign.
Track Responses:
After sending the invitations, track responses by updating the Campaign Member Status. This can be done manually or through an automated process if you have integrated email tracking.
Create a Campaign Report:
Go to the Reports tab.
Create a new report using the "Campaigns with Campaign Members" report type.
Filter the report to show the specific Campaign and the statuses of the Campaign Members (e.g., "Sent", "Responded").
This process ensures that the nonprofit can track who the invitations were sent to and who has responded, providing a clear view of the engagement for the workforce development program.
Reference:
"Campaign Management in NPSP" from Salesforce Help: Campaign Management
"Creating and Managing Campaigns" from Salesforce.org: Campaigns Guide
NEW QUESTION # 31
A nonprofit runs a large scholarship program for high-school graduates. It wants to use Salesforce to help with accepting external scholarship applications, reviewing processes, and tracking requirements.
Which two solutions should the consultant recommend to meet this requirement?
Choose 2 answers
Answer: A,C
NEW QUESTION # 32
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