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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Implementation Strategies and Best Practices | - NPSP Configuration and Setup
| |
| Topic 2: Domain Expertise | 20% | - Nonprofit Solution Identification
|
| Topic 3: Analytics | 5% | - Reporting and Insights
|
| Topic 4: Integration and Data Management | 15% | - Data Handling
|
| Topic 5: Solution Design | 20% | - Architecture Design
|
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NEW QUESTION # 34
A nonprofit wants a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund' GAU. The nonprofit wants to add filters so only the gifts connected to the 'Annual Campaign' are shown.
Which report should the consultant implement?
Answer: A
Explanation:
To create a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund" GAU and adds filters to show only the gifts connected to the "Annual Campaign," the consultant should use the "GAU Allocations with Opportunity" report type. This report type allows for filtering on both Opportunity and GAU Allocation fields.
Steps to Create the Report:
Select Report Type:
Go to the Reports tab and create a new report using the "GAU Allocations with Opportunity" report type.
Add Filters:
Filter on the Opportunity object for the Primary Campaign Source = "Annual Campaign." Filter on the GAU Allocation object for General Accounting Unit = "General Fund." Customize Report:
Add the necessary fields from both the Opportunity and GAU Allocation objects to the report layout.
Save and run the report to view the desired data.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Create and Customize Reports in Salesforce
NEW QUESTION # 35
A nonprofit uses NPSP to manage its sustained giving program and plans to add Accounting Subledger.
Which configuration should the nonprofit review before the implementation?
Answer: D
Explanation:
Before implementing the Accounting Subledger, review the following configurations:
Review Accounting Triggers:
Ensure that your Salesforce instance has the necessary triggers enabled to support the Accounting Subledger.
Go to Setup -> Triggers, and verify the status of triggers related to accounting functionalities.
Check Recurring Donations:
Navigate to NPSP Settings -> Recurring Donations.
Verify that the configuration aligns with the needs of the Accounting Subledger, ensuring proper allocation and tracking of recurring donations.
Payment Allocations:
Check the settings for payment allocations to ensure they are correctly mapped to the general ledger accounts used in your accounting system.
NPSP Settings:
Verify the overall NPSP settings to ensure there are no conflicts with the Accounting Subledger functionalities.
Salesforce Accounting Subledger Documentation
Salesforce Nonprofit Success Pack (NPSP) Configuration Guide
Salesforce Trailhead: Configure Nonprofit Success Pack
NEW QUESTION # 36
A nonprofit receives a check that includes donations from several donors for a specific program the nonprofit runs.
Which two features should a consultant configure to track this gift?
Choose 2 answers
Answer: A,C
Explanation:
To track a check that includes donations from several donors for a specific program, the consultant should configure GAU Allocations and Partial Soft Credits in NPSP. Here's why:
GAU Allocations:
General Accounting Unit (GAU) Allocations are used to track how donations are allocated across different programs or funds.
This feature allows the nonprofit to specify which portion of the check is designated for the specific program, providing clear tracking and reporting.
Partial Soft Credits:
Partial Soft Credits can be used to attribute portions of a single donation to multiple donors.
This feature allows the nonprofit to recognize each donor for their contribution while keeping the accounting of the total donation intact.
Salesforce NPSP Documentation on GAU Allocations
Salesforce NPSP Documentation on Soft Credits
NEW QUESTION # 37
The program manager of an after-school program wants to pull a report that shows all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email. The nonprofit is using NPSP.
Which custom report type should the consultant use to create the report?
Answer: C
Explanation:
To pull a report showing all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email, the consultant should use the "Contacts with or without Relationships" custom report type:
Custom Report Type:
Create a custom report type for "Contacts with or without Relationships." This report type allows you to include related records, such as relationships between students (Contacts) and their primary parent/guardian.
Include Relevant Fields:
In the report, include fields for the student (Contact Name), their primary parent/guardian (related Contact), and the parent/guardian's cell phone and email.
Use the Relationships object to link students to their primary parent/guardian.
Filters and Sorting:
Apply necessary filters to ensure only relevant records are included.
Sort and group the data as needed to provide a clear view of students and their primary parent/guardian information.
Salesforce Help: Custom Report Types
Nonprofit Success Pack (NPSP) Documentation: Managing Relationships
NEW QUESTION # 38
A nonprofit has a large volume of data across multiple objects in Salesforce and external databases. The nonprofit needs to quickly query data across its systems to get insights on any device about the impact it is having.
Which solution should the consultant recommend?
Answer: B
Explanation:
To quickly query data across multiple systems and get insights on any device about the impact the nonprofit is having, the consultant should recommend:
CRM Analytics (formerly known as Tableau CRM or Einstein Analytics):
CRM Analytics allows for advanced data analysis, visualization, and reporting. It can integrate data from multiple Salesforce objects and external sources, providing comprehensive insights across systems. It is designed to work seamlessly on various devices, ensuring accessibility and usability.
NEW QUESTION # 39
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