Questions and Answers
A nonprofit has high staff turnover in several key roles that use Salesforce. Which two standard Salesforce tools can quickly help new staff use Salesforce with only a Sales or Service Cloud license? (Choose 2 answers)
A user creating Opportunities wants information that appears on the Opportunity record to appear on the Payment record without having to enter it twice. Which two steps should the consultant take to meet this requirement? (Choose 2 answers)
A nonprofit is using Nonprofit Cloud Case Management. Case managers need to share the initial, midterm, and final client assessments; updates or notes on the client, and pertinent alerts about the client with other staff within the nonprofit who also provide services to the client. Which two approaches should a consultant recommend to meet the requirement? (Choose 2 answers)
Sharing rules and Chatter
What should the consultant recommend to track connections between donors and corporations?
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How should the gift entry person give credit to each of the employees for the matched gift?
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Which tool should the consultant recommend to a nonprofit that wants to communicate with similar organizations about how they are using a third-party app?
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When a system admin for a nonprofit tries to import data into the NPSP Data Import Object, the error message "The matching field you chose (Record ID) is not mapped and is required for an Update and Insert operation" appears. What are two actions the system admin can take to resolve the error? (Choose 2 answers)
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Match the following features with their functionalities:
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The nonprofit should avoid visually identifying a subset of clients using NPSP features.
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What should the consultant discuss with the nonprofit that needs to track client goals?
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A volunteer coordinator wants to record the completed hours for all volunteers who participated in a recent shift. What should the consultant recommend to save data entry time?
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What is the default record type for profiles of any user who converts leads?
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How can the consultant resolve the error faced by a staff member merging duplicate contacts?
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Which object should the nonprofit use to meet the reporting requirements for segmenting services according to location?
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What recommendation should the consultant make for integrating an event management system with Salesforce?
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Which two sandbox configuration options can be created for effective user acceptance testing and training?
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What solution should be recommended for a failed corporate matching gift entry?
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Which option should be recommended for sending an event cancellation notice to 150 Salesforce contacts?
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What could cause a missing accounts after using NPSP Contact Merge?
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What is a likely issue if API call limit errors occur during integration to production?
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Which action must the consultant take to test new Nonprofit Cloud features?
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How should a nonprofit configure soft credits for tribute gifts?
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What set of solutions should be implemented for scholarships linked to grants?
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What might cause the Mailing Street address field to be blank after using the Data Import Wizard?
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What question should a consultant ask first to a nonprofit hiring for marketing automation?
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Which two updates may occur after a gift is matched to an existing record using donation matching?
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What does the consultant need to configure to allow volunteers to update their contact information?
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How should the consultant adjust the TDTM Trigger Handlers for bulk imports of event registrations?
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Which three permissions should be added to a permission set for gift entry processing?
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What should a consultant do before installing Volunteers for Salesforce?
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What should the consultant review to troubleshoot incorrect NPSP calculated donation summary fields?
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Which feature should the consultant use to record the most recent Opportunity close date on Contact records?
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A Household Account can be deleted if it has closed/won donations associated with it.
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What three reasons can emphasize the value of governance to a nonprofit's leadership?
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Which two initial steps should a consultant discuss with the nonprofit? (Select 2 answers)
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What are three elements impacted by change that cause risk? (Select 3 answers)
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On which object should the consultant create the custom 'Gender' field?
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Which training resource should the consultant recommend for the nonprofit staff?
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Which action should the consultant take to resolve governor limit errors?
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Which two prerequisites should be considered prior to installing Case Management? (Select 2 answers)
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Where can the consultant find the NPSP version number for the field in question?
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Which account model should the consultant recommend for the nonprofit?
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What should the consultant advise if the Check/Reference Number field is missing in Report Builder?
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What does a consultant need to enable and deploy before using Advanced Mapping in NPSP?
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What are two considerations the nonprofit should take into account before converting to Enhanced Recurring Donations? (Select 2 answers)
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Which feature should the consultant recommend for tracking grant-related information?
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What should the consultant do to ensure the data load is successful for 5 million donation history records?
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How should a consultant meet the requirement for visibility of a subset of Service Delivery records?
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Which tool should the consultant use to evaluate whether the nonprofit is compliant with Salesforce best practices for data security?
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Which two solutions should the consultant recommend to meet the requirement of accepting external scholarship applications?
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What is the correct order for uploading the donors' employment information?
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How should a consultant meet the requirement to track all donations that go to a designated fund?
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How should the non-profit close out the remaining Payments in Non-profit Success Pack?
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Which two features should the consultant use to meet the requirement for recording credits for a corporation and its employees in matching gifts?
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What should the consultant use to standardize addresses in NPSP?
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How should a consultant filter a report on Membership End Date for memberships expiring in exactly 30 days?
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Which solution should a consultant recommend for managing sponsored content associated with a nonprofit's Facebook presence?
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Which two issues are likely causes of an error when merging two contacts using NPSP Contact Merge tab?
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Which report should the consultant implement to show Opportunity and GAU custom field data for gifts to the 'General Fund' GAU?
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Which two solutions should a consultant recommend to track advocacy messages sent to elected officials?
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Where should the consultant look to see if an issue with NPSP is possibly related to a bug?
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What are two change management strategies the consultant should recommend for ensuring long-term success and adoption of the Salesforce solution?
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What is likely causing a 500 server error during mapping with Advanced Mapping?
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Which report chart type should a consultant recommend for analyzing new volunteer numbers quarterly?
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Which solution should the consultant recommend for sending SMS messages for advocacy calls to action?
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What are two reasons a project team must define goals for a Salesforce implementation?
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How should the consultant model payments, applications, reporting deadlines, and actions in NPSP for the grant-seeking institution?
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What are three NPSP considerations when implementing Shield Platform Encryption?
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What is a likely reason for the Job Error related to Total Gifts for at least one contact being incorrect?
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How should a nonprofit obtain Marketing Cloud Engagement for Nonprofits Package?
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Which tool should the consultant use to import a spreadsheet holding 100,000 records?
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What should a consultant recommend to the nonprofit to track the funds it receives and allocates?
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What two steps should the consultant take before loading a large volume of data?
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What should the consultant recommend to retain legacy donation appeal source codes as historical data?
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What type of org should the consultant recommend for testing new features with their own data?
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How should the consultant configure the security settings for background check fields?
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What should the consultant do to correctly match Payments to Opportunities when migrating historic donation records?
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What are two considerations when migrating a large volume of contacts, accounts, and address records into NPSP?
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How should the development director track grant lifecycles using NPSP?
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Which API will load data in the most efficient manner for approximately 3 million records?
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What two considerations about a trial available on the Salesforce.org website should a consultant keep in mind?
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Which steps should a developer take to create a custom Apex class in the TDTM framework?
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What should the consultant advise when receiving an error message about reaching governor limits for a batch job?
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Which standard report type should the consultant recommend for displaying donors who made gifts of $200 or more and are campaign members?
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What two metrics can be used to measure user adoption after a nonprofit implements Salesforce for program management?
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What important consideration should the consultant discuss with the project team for a go-live date before a Salesforce release?
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What should the consultant recommend to record regular donations while accommodating one-time adjustments?
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What should the consultant recommend to ensure a contractor cannot access sensitive data?
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What should be done to credit a business associate for a donation made to a nonprofit?
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What should the consultant consider when setting up the process for importing Contacts from CSV files into Salesforce Campaigns regularly?
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What should the consultant advise about using Customizable Rollups in NPSP?
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Which data tool should the consultant use to upload 150,000 contacts and their related donations into a nonprofit's NPSP org?
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Which marketing automation tool should a consultant recommend for segmenting and targeting supporters?
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Which option should a consultant recommend for sending event cancellation notices to 150 Salesforce contacts?
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What NPSP feature should the consultant discuss due to increased data storage requirements?
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Study Notes
Non-Profit Scholarship Program Requirements
- Utilize Salesforce for managing scholarship applications, review processes, and requirement tracking.
- Recommended solutions: Web-to-lead form and Experience Cloud for application submissions and process visibility.
Data Upload Process for Donors' Employment Information
- Correct sequencing for data upload: Upsert Organisational Accounts first, then export IDs to upsert Contacts with 'Primary Affiliation'.
Tracking Donations for Designated Fund
- Essential approach: Create GAU Allocation records for the designated fund to ensure proper tracking within NPSP.
Closing Payments for Unfulfilled Pledge
- To manage incomplete payments after donor request: Use the "Write Off Payments" function on the Payments related list.
Handling Matching Gifts from Corporations
- Necessary features to apply: Partial soft credits for employees and account soft credit for the corporation to ensure proper attribution of donations.
Standardizing Contact Address Data
- Recommended tool for data cleanup: NPSP Data Importer for efficient address standardization from canvassing and telemarketing efforts.
Membership Expiry Reporting
- Filter report criteria: Set Membership End Date to equal NEXT 30 DAYS for accurate identification of upcoming expirations.
Management of Sponsored Content on Facebook
- Solution recommendation for social engagement: Social Studio for comprehensive management of Facebook-sponsored content initiatives.
Contact Merge Errors in NPSP
- Potential causes for merge failures: Contacts need to be in the same household, or there may be issues with unique external IDs remaining in non-master contacts.
Opportunity Reporting for Grants
- For analyzing grants linked to specific GAUs, implement a report type connecting Opportunity and GAU custom field data with necessary filters on Campaign and GAU.
Advocacy Message Tracking for Nonprofits
- Solutions for managing advocacy communications: Organizing messages into Campaigns with contacts as members and using an online advocacy platform from the AppExchange for integration.
Investigating NPSP Issues Linked to Salesforce Releases
- Recommended investigative steps: Review Known Issues page for potential bugs following the latest Salesforce deployment.
Change Management Strategies for Salesforce Implementation
- Key strategies for successful adoption: Offer live demos and clearly communicate the benefits of using Salesforce.
Common Errors in Advanced Mapping
- 500 server errors often result from modifications or deletions of mapped fields or unsupported field types in mappings.
Quarterly Tracking of New Volunteers
- Recommended report chart type: Line chart to visualize quarterly trends in new volunteer numbers effectively.
SMS Messaging for Advocacy Calls
- Ideal solution for SMS outreach: Choose a third-party AppExchange app that supports segmentation and messaging capabilities directly.
Defining Project Goals in a Nonprofit Setting
- Importance of setting goals: Goals clarify the project's purpose and provide a mechanism to measure outcomes and results effectively.
Major Donor Cultivation Actions
- Establishing a structured process: Create an Engagement Plan Template in NPSP to organize actions related to donor cultivation.
Scholarship Fund Management in Nonprofits
- For managing scholarship applications and tracking awards: Use Nonprofit Cloud to record applications, recipients, and associated details.
Considerations for Salesforce Shield Platform Encryption
- Key points for implementing Shield: NPSP Data Import may face limitations with custom unique ID matching; encryption of specific fields may hinder functionality or rollups.
Common Errors in Salesforce Job Updates
- Job errors stemming from invalid options often arise from field validation mismatches during record updates in Nonprofit settings.
Importing Large Donor Data Sets
- Suggested tool for efficient migration of extensive donor data: Data Loader for handling large volumes of records effectively.
Marketing Automation Tool Recommendation
- For segmenting and targeting supporters over time: Email Studio is suitable for creating and managing email campaigns within Salesforce.
Event Notifications to Contacts
- Optimal method for informing numerous contacts about cancellations: Use Send List Email for bulk communication without additional email tools.
NPSP Data Storage Considerations
- Increased data storage implications should lead to discussions about Customizable Rollups due to their higher data storage requirements.
Resolving Visibility Issues Post-Deployment
- For resolving missing fields after a release: Validate permissions and check field accessibility within user profiles.
Enhancing User Training for Salesforce
- Tools to improve staff onboarding for Salesforce usage: In-App Guidance and Path offer practical help for new users.
Client Goals and Action Tracking for Nonprofits
- Discussion focus: Evaluate whether Program Management Module alone meets client goal tracking or if Case Management is necessary.
Automation Between Opportunity and Payment Records
- To reduce manual data entry: Implement Payment Mappings in NPSP settings along with custom fields for shared data.
Client Tracking Configuration in Nonprofits
- Visual simplification of Contact records should avoid exposing sensitive subsets, ensuring privacy compliance.
Tracking Connections Between Donors and Corporations
- A suggested NPSP feature for this necessity: Utilize Account Affiliation records to establish relationships between entities and donors.### Gift Entry and Donor Credit
- For matching gifts from multiple employees, each employee should be recorded with a soft credit in the system to acknowledge their contribution.
Volunteer Coordination and Data Entry
- Use batch processing tools in Volunteers for Salesforce to record volunteer hours efficiently and minimize manual data entry.
User Account Management
- Disable or temporarily suspend the login of users on sabbatical, ensuring access control and security.
Campaign Member Automation
- Recommend automating status changes for Campaign Members in response to received donations to streamline tracking.
Case Management in Nonprofit Cloud
- Use Data Import Wizard or configure NPSP Data Importer to streamline the import of contacts and link them to appropriate Cases.
Service Delivery Management
- Case managers should have permission to create and edit service delivery records within the Program Management Module (PMM).
Permission Sets for Case Management
- Ensure users have the relevant Permission Sets, such as "NPSP Case Management User" and related access roles to manage case implementations effectively.
DML Exception Notifications
- Detailed DML Exception notifications can be viewed in the debug logs or system monitoring tools available in the Salesforce environment.
Third-Party App Communication
- Recommend utilizing community forums or Salesforce Trailblazer Community resources for discussions on third-party app usage.
Accounting Subledger Implementation
- Consider implementing features such as Skinny Tables and Custom Indexing for enhanced performance when migrating large donations data.
NPSP Installation
- Evaluate existing Salesforce org configurations to determine the best approach for installing NPSP to meet nonprofit needs.
Fundraising Training Resources
- Recommend online training modules or localized training sessions focusing on NPSP functionality to ensure staff are competent.
Grant Tracking Utilities
- Use customized Opportunity objects to track grant details, including deadlines and activity completion for better operational oversight.
Data Query Solutions
- Implement Salesforce Connect or External Objects for querying data across multiple platforms efficiently.
TDTM Benefits
- Discuss enhancement in management scalability and simplified trigger interaction when employing Table-Driven Trigger Management.
Custom Opportunity Naming
- Discuss implications for reporting and data analysis when using custom Opportunity Names for in-kind donations.
Program Management Module Utilization
- Use the appropriate set of objects to track program operations and enrollment status in a structured manner for reporting purposes.
Data Security for Contractors
- Limit contractor access to sensitive data within sandboxes to ensure compliance and protect personally identifiable information (PII).
Release Notes Access
- Check Salesforce documentation and community forums for comprehensive release notes related to open-source products.
Donation Total Troubleshooting
- Investigate the calculation methods and linkages for records to rectify discrepancies in donation totals for nonprofit contacts.
Campaign Update Automation
- Use process automation tools to keep the newsletter campaign list updated with new eligible donors automatically.
CSV Import Error Resolution
- Map the required fields correctly and ensure the correct matching fields are included to overcome data import errors.
Nonprofit Case Management Collaboration
- Promote the use of shared notes and alerts features within the Nonprofit Cloud Case Management system.
Client Goal Tracking Discussions
- Discuss the potential need for enhanced functionalities when considering the integration of Program Management Module and Case Management.
NPSP Shield Encryption Considerations
- Address implications on data access and functionality when implementing Shield Platform Encryption in the NPSP context.
Data Migration Strategy
- Implement data deduplication and mapping processes to streamline the migration of client data into the Program Management Module.
Integration Continuity Strategy
- Establish robust monitoring and error handling procedures to safeguard against interruptions between external platforms and Salesforce.
Year-on-Year Reporting Solutions
- Create custom reports that record and compare giving patterns over specified time frames leveraging Salesforce reporting functionality.
Selling Products Efficiently
- Recommend the use of eCommerce platforms integrated with Salesforce for seamless selling of research papers and certifications.
NPSP Credit Handling
- Clearly define hard and soft credits within NPSP to ensure accurate tracking of donations, including employer matching contributions.
Apex Limit Adjustment
- Increase the governor limits in the Salesforce environment to resolve data loading issues encountered due to API call limits.
Reporting Snapshot Limitations
- Clarify the constraints of using reporting snapshots, especially regarding data updates and historical data availability.
External Data Visibility Solutions
- Recommend Salesforce Connect for integrating and viewing member data in real time while adhering to data governance.
Relationship Record Display Issues
- Investigate the setting configurations that govern the display of translated Relationship picklist values for accuracy.
Predictive Analytics for Donorship
- Use analytical tools built within Salesforce for predicting the likelihood of contacts becoming recurring donors.
Implementation Evaluation Tools
- Utilize gap analysis tools or stakeholder interviews to assess readiness and requirements for embarking on a new implementation project.
NPSP Default Account Handling
- Understand how NPSP manages Contacts without associated Accounts within its default structure, usually defaulting to a Household structure.
Volunteer Skill Search
- Use advanced filtering options within Volunteers for Salesforce to find volunteers with specific skills available for shifts.
Consequences of Deleting Household Accounts
- Review system impacts, including orphaned records or loss of associated data, before deleting any Household Account.
Donor Split Gift Solutions
- Introduce split gift functionality within the donation records to support donors wanting their contributions to be divided among multiple funds.
Map Representation of Active Sites
- Employ tools like Salesforce Maps or external GIS software to visually represent volunteer sites on a public map.
Field Customization Accessibility
- Create comprehensive documentation and training materials to help new system admins understand existing Salesforce customizations.
Lean Governance Framework Importance
- Establish key processes that allow for risk assessment, compliance monitoring, and effective project rollouts within nonprofit organizations.
Data Transfer Methods for Accounting
- Explore various data integration methods such as API-based integration, batch data transfers, or real-time synchronization options for smooth data flow.
Bulk Data Import Tools
- Use the Data Loader or third-party ETL tools for bulk importing extensive records, especially important for historical data loads.
Error Troubleshooting in NPSP
- Review field mappings and available data schema to resolve issues related to invalid fields when uploading data.
Batch Processing for Donations
- Encourage the use of custom batch processing configurations to standardize input for different donation types.
Salesforce Platform Updates
- Stay informed through Salesforce release notes and training materials for the latest features and best practices optimization.
Fundraiser Task Management
- Implement task management features within Salesforce to allow fundraisers to track and manage their donation solicitations effectively.
Direct Mail Address Selection
- Develop report filters that identify constituents with alternate mailing addresses for effective direct mail address selection.
Person Account Removal Considerations
- Understand the implications of removing Person Account configurations when installing NPSP to avoid data integrity issues.
NPSP Compatibility with Person Accounts
- Set the correct record types and permissions to ensure seamless functionality between NPSP and existing Person Accounts setups.
Duplicate Record Merging Permissions
- Adjust permissions or provide additional access to staff involved in merging duplicate contacts within the system.
Reporting for Grant Compliance
- Utilize the correct object structures in Salesforce to align with funder reporting requirements focusing on service segmentation.
Integration Management for Events
- Employ automated integration solutions that facilitate data flow between the event management system and Salesforce for event tracking.
Sandbox Configuration for Training
- Set up relevant sandbox configurations tailored for user acceptance testing and training prior to going live with Salesforce.
Corporate Matching Gift Resolution
- Implement functionality in NPSP that allows for retroactively indicating and linking donations to corresponding matching gifts.
Event Notification Management
- Use Salesforce email functionality to send event notifications while tracking bounce rates and communication history directly in the system.
Household Account Changes Monitoring
- Regularly audit and verify changes in Household Accounts post-merge to track organizational history accurately and prevent loss of important records.
API Usage and Integration Management
- Understand the differences in API limits and functionalities when transitioning from sandbox to production environments to avoid system errors.
Testing Nonprofit Cloud New Features
- Leverage sandbox environments or preview organizations to test new features before full deployment in production.
Soft Credit Configuration for Tribute Gifts
- Advise on setting up automated soft credit configurations specifically designed for tribute gifts within NPSP for improved tracking.
Student Scholarship Management Tools
- Utilize relevant Salesforce objects tailored for grants and scholarships to track student participation in community training programs.
Data Import Issues Post-Upload
- Diagnose possible issues in data mapping and standardization if fields remain blank post CSV upload in NPSP Data Importer.
Marketing Automation Inquiry
- Initiate discussions by asking nonprofits to clarify their goals and desired outcomes from the marketing automation implementation.
Data Update on Existing Opportunities
- Understand the possible updates that occur to existing donation records in context with matching gifts during the import process.### Nonprofit Salesforce Configurations
- Nonprofits using Volunteers for Salesforce require configurations to allow volunteers to update their contact information.
- Implementation projects must prioritize change management, emphasizing its value for smooth transitions.
- When importing event registrations, consultants should adjust TDTM Trigger Handlers for efficiency with large data sets.
User Permissions and Access
- To delegate authority for gift entry, three essential permissions must be added to a specific permission set.
- Permission settings must be carefully managed to ensure minimal access for users while performing necessary tasks.
Data Management and Importing
- Nonprofits should utilize a single file to import contact and donation data efficiently, ensuring related records are created correctly.
- Advanced Mapping is crucial for regular data imports, requiring specific considerations to maintain data integrity.
Reporting and Analytics
- Reports are essential for tracking donations and donor responses to campaigns, highlighting the importance of accurate record-keeping.
- Nonprofits often need tailored reports that exclude specific groups, like gala attendees, to avoid soliciting unwanted individuals.
Fundraising and Donations
- It’s essential to properly record hard credits for donations while soft crediting associated board members.
- Recommendations for tracking previous grants help nonprofits quickly access needed historical information for continuity.
Communication and Engagement
- Nonprofits should automate email notifications and reminders for renewals, leveraging different templates based on prior engagement metrics.
- Salesforce offers integrated email platforms that capture engagement metrics like clicks and opens, enhancing communication strategies.
System Performance and Maintenance
- Nonprofits should be aware of system performance metrics, like batch job completion times, to ensure operational efficiency.
- Regular assessments of data import processes, including pausing to investigate performance issues, can help maintain system integrity.
Compliance and Security
- Nonprofits must maintain data security, particularly regarding personally identifiable information, and set appropriate permissions accordingly.
- Utilizing tools for data security assessments ensures compliance with Salesforce best practices.
Implementation and Best Practices
- Proper training for system admins is vital to prepare them for updates and new releases in the Nonprofit Cloud.
- Effective user stories should focus on specific goals and the desired outcomes for each project stage.
Case Management and Services
- The implementation of the Nonprofit Cloud Case Management module requires specific prerequisites to ensure smooth functionality.
- Configuring a Case Plan Wizard is necessary to assign multiple services effectively to clients.
Storage and Data Limitations
- Nonprofits must navigate data limits and skew issues, especially when dealing with large volumes of records during migration or importation processes.
- Understanding storage limits and field management is fundamental to preventing governor limit errors in complex scenarios.
Audience Engagement Strategies
- Nonprofits can leverage direct mail appeals to track engagement efficiently and ensure proper donation categorization.
- Ensuring that fundraising efforts align with established goals while tracking key performance indicators fosters greater accountability and success.
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Description
Test your knowledge of using Salesforce for non-profit scholarship programs with this NPSP Set-1 quiz. The questions cover various solutions and best practices for managing external applications and tracking donor information effectively.