NPSP Set-1 Quiz

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)

Einstein Bots

In-App Guidance (correct)

Path (correct)

Sales Enablement

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)

Create custom fields on the Payment object.

Create lookup fields on the Payment object.

Create Payment Mappings in NPSP Settings. (correct)

Create custom automation on the Payment object. (correct)

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?

Relationships Signup and view all the answers

How should the gift entry person give credit to each of the employees for the matched gift?

Allocate the match amount to each employee's individual record. Signup and view all the answers

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?

Salesforce Communities Signup and view all the answers

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)

Map the Record ID field properly. Signup and view all the answers

Match the following features with their functionalities:

In-App Guidance = Helps users navigate the application Salesforce Connect = Integrates external data with Salesforce Chatter = Facilitates internal communication Data Import Wizard = Assists in importing data into Salesforce Signup and view all the answers

The nonprofit should avoid visually identifying a subset of clients using NPSP features.

False Signup and view all the answers

What should the consultant discuss with the nonprofit that needs to track client goals?

The potential benefits of implementing the Nonprofit Cloud Case Management. Signup and view all the answers

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?

Utilize a volunteer management tool. Signup and view all the answers

What is the default record type for profiles of any user who converts leads?

It is different than the Person Account record type. Signup and view all the answers

How can the consultant resolve the error faced by a staff member merging duplicate contacts?

The consultant should review the permissions or settings related to merging contacts. Signup and view all the answers

Which object should the nonprofit use to meet the reporting requirements for segmenting services according to location?

Program Management Module object. Signup and view all the answers

What recommendation should the consultant make for integrating an event management system with Salesforce?

Set up API integrations to send event and attendee data. Signup and view all the answers

Which two sandbox configuration options can be created for effective user acceptance testing and training?

Training Sandbox and Testing Sandbox. Signup and view all the answers

What solution should be recommended for a failed corporate matching gift entry?

Review and correct the matching gift process configuration. Signup and view all the answers

Which option should be recommended for sending an event cancellation notice to 150 Salesforce contacts?

Use Salesforce's built-in mass email features. Signup and view all the answers

What could cause a missing accounts after using NPSP Contact Merge?

The merging process may be configured to deduplicate records. Signup and view all the answers

What is a likely issue if API call limit errors occur during integration to production?

The production environment likely has a higher usage of API calls than the sandbox. Signup and view all the answers

Which action must the consultant take to test new Nonprofit Cloud features?

Set up a developer or testing environment with the latest features. Signup and view all the answers

How should a nonprofit configure soft credits for tribute gifts?

Set up automated soft credit processes within NPSP. Signup and view all the answers

What set of solutions should be implemented for scholarships linked to grants?

Utilize custom objects to track both grants and scholarships. Signup and view all the answers

What might cause the Mailing Street address field to be blank after using the Data Import Wizard?

Incorrect field mapping during the import process. Signup and view all the answers

What question should a consultant ask first to a nonprofit hiring for marketing automation?

What are your primary goals for the marketing automation efforts? Signup and view all the answers

Which two updates may occur after a gift is matched to an existing record using donation matching?

Update existing payment information and create a related opportunity. Signup and view all the answers

What does the consultant need to configure to allow volunteers to update their contact information?

Enable the Volunteers for Salesforce self-service update feature. Signup and view all the answers

How should the consultant adjust the TDTM Trigger Handlers for bulk imports of event registrations?

Optimize the configurations to handle large data loads efficiently. Signup and view all the answers

Which three permissions should be added to a permission set for gift entry processing?

Create, Edit, Delete permissions on gift records. Signup and view all the answers

What should a consultant do before installing Volunteers for Salesforce?

Ensure existing volunteer management processes are reviewed. Signup and view all the answers

What should the consultant review to troubleshoot incorrect NPSP calculated donation summary fields?

Review donation records, account settings, and calculation rules. Signup and view all the answers

Which feature should the consultant use to record the most recent Opportunity close date on Contact records?

Use a flow or process builder to update the field automatically. Signup and view all the answers

A Household Account can be deleted if it has closed/won donations associated with it.

False Signup and view all the answers

What three reasons can emphasize the value of governance to a nonprofit's leadership?

Ensures project alignment, enhances accountability, and improves communication. Signup and view all the answers

Which two initial steps should a consultant discuss with the nonprofit? (Select 2 answers)

Identify stakeholders Signup and view all the answers

What are three elements impacted by change that cause risk? (Select 3 answers)

Budget constraints Signup and view all the answers

On which object should the consultant create the custom 'Gender' field?

Contact Signup and view all the answers

Which training resource should the consultant recommend for the nonprofit staff?

Documentation Signup and view all the answers

Which action should the consultant take to resolve governor limit errors?

Optimize queries and batch jobs Signup and view all the answers

Which two prerequisites should be considered prior to installing Case Management? (Select 2 answers)

System requirements Signup and view all the answers

Where can the consultant find the NPSP version number for the field in question?

Setup Menu Signup and view all the answers

Which account model should the consultant recommend for the nonprofit?

B2B Model Signup and view all the answers

What should the consultant advise if the Check/Reference Number field is missing in Report Builder?

Check user permissions Signup and view all the answers

What does a consultant need to enable and deploy before using Advanced Mapping in NPSP?

Enhanced Packages Signup and view all the answers

What are two considerations the nonprofit should take into account before converting to Enhanced Recurring Donations? (Select 2 answers)

Migration strategy Signup and view all the answers

Which feature should the consultant recommend for tracking grant-related information?

Engagement Plans Signup and view all the answers

What should the consultant do to ensure the data load is successful for 5 million donation history records?

Batch the data load Signup and view all the answers

How should a consultant meet the requirement for visibility of a subset of Service Delivery records?

Sharing Rules Signup and view all the answers

Which tool should the consultant use to evaluate whether the nonprofit is compliant with Salesforce best practices for data security?

Health Check Signup and view all the answers

Which two solutions should the consultant recommend to meet the requirement of accepting external scholarship applications?

NPSP Opportunities with GAU Allocation Signup and view all the answers

What is the correct order for uploading the donors' employment information?

Upsert Organization Accounts, export Organization AccountID, upsert Contact record with Organization Account ID in the 'Primary Affiliation' field. Signup and view all the answers

How should a consultant meet the requirement to track all donations that go to a designated fund?

Create a General Accounting Unit record for the designated fund. Signup and view all the answers

How should the non-profit close out the remaining Payments in Non-profit Success Pack?

Select Write Off Payments on the Payments related list. Signup and view all the answers

Which two features should the consultant use to meet the requirement for recording credits for a corporation and its employees in matching gifts?

Account soft credit for the corporation Signup and view all the answers

What should the consultant use to standardize addresses in NPSP?

NPSP Data Importer Signup and view all the answers

How should a consultant filter a report on Membership End Date for memberships expiring in exactly 30 days?

Membership End Date equals NEXT 30 DAYS. Signup and view all the answers

Which solution should a consultant recommend for managing sponsored content associated with a nonprofit's Facebook presence?

Social Studio Signup and view all the answers

Which two issues are likely causes of an error when merging two contacts using NPSP Contact Merge tab?

The contacts must be in the same household to merge. Signup and view all the answers

Which report should the consultant implement to show Opportunity and GAU custom field data for gifts to the 'General Fund' GAU?

Opportunity report type with cross filter for Opportunities with GAU Allocations and filter on Opportunity object for the Primary Campaign Source = 'Annual Campaign' and on the GAU Allocations object for General Accounting Unit = 'General Fund' Signup and view all the answers

Which two solutions should a consultant recommend to track advocacy messages sent to elected officials?

Use an online advocacy platform from the AppExchange that syncs to Salesforce. Signup and view all the answers

Where should the consultant look to see if an issue with NPSP is possibly related to a bug?

Known Issues page Signup and view all the answers

What are two change management strategies the consultant should recommend for ensuring long-term success and adoption of the Salesforce solution?

Identify and communicate benefits. Signup and view all the answers

What is likely causing a 500 server error during mapping with Advanced Mapping?

An administrator modified or deleted a mapped field. Signup and view all the answers

Which report chart type should a consultant recommend for analyzing new volunteer numbers quarterly?

Line Signup and view all the answers

Which solution should the consultant recommend for sending SMS messages for advocacy calls to action?

Third party AppExchange app Signup and view all the answers

What are two reasons a project team must define goals for a Salesforce implementation?

Goals provide a way to measure and prove results. Signup and view all the answers

How should the consultant model payments, applications, reporting deadlines, and actions in NPSP for the grant-seeking institution?

Create an Engagement Plan Template. Signup and view all the answers

What are three NPSP considerations when implementing Shield Platform Encryption?

Fields on the NPSP Address object can be encrypted, but encryption is unavailable for address fields on the Account and Contact object. Signup and view all the answers

What is a likely reason for the Job Error related to Total Gifts for at least one contact being incorrect?

Invalid option in custom validation. Signup and view all the answers

How should a nonprofit obtain Marketing Cloud Engagement for Nonprofits Package?

Consult with Salesforce AppExchange or account representative. Signup and view all the answers

Which tool should the consultant use to import a spreadsheet holding 100,000 records?

Data Loader Signup and view all the answers

What should a consultant recommend to the nonprofit to track the funds it receives and allocates?

Utilize existing GAU Allocation structures. Signup and view all the answers

What two steps should the consultant take before loading a large volume of data?

Validate data for duplicates. Signup and view all the answers

What should the consultant recommend to retain legacy donation appeal source codes as historical data?

Create custom fields for old source codes. Signup and view all the answers

What type of org should the consultant recommend for testing new features with their own data?

Sandbox environment Signup and view all the answers

How should the consultant configure the security settings for background check fields?

All of the above Signup and view all the answers

What should the consultant do to correctly match Payments to Opportunities when migrating historic donation records?

Map Payment records to Opportunities using reference IDs. Signup and view all the answers

What are two considerations when migrating a large volume of contacts, accounts, and address records into NPSP?

Understand NPSP data model. Signup and view all the answers

How should the development director track grant lifecycles using NPSP?

Create a custom object for grant tracking. Signup and view all the answers

Which API will load data in the most efficient manner for approximately 3 million records?

Bulk API Signup and view all the answers

What two considerations about a trial available on the Salesforce.org website should a consultant keep in mind?

Limited functionality compared to full version. Signup and view all the answers

Which steps should a developer take to create a custom Apex class in the TDTM framework?

Follow the TDTM guidelines for creating classes. Signup and view all the answers

What should the consultant advise when receiving an error message about reaching governor limits for a batch job?

Optimize the batch process. Signup and view all the answers

Which standard report type should the consultant recommend for displaying donors who made gifts of $200 or more and are campaign members?

Customized Opportunity report type. Signup and view all the answers

What two metrics can be used to measure user adoption after a nonprofit implements Salesforce for program management?

Number of records created. Signup and view all the answers

What important consideration should the consultant discuss with the project team for a go-live date before a Salesforce release?

Plan for potential feature changes. Signup and view all the answers

What should the consultant recommend to record regular donations while accommodating one-time adjustments?

Use a Flexible Donation setting. Signup and view all the answers

What should the consultant recommend to ensure a contractor cannot access sensitive data?

Both A and B. Signup and view all the answers

What should be done to credit a business associate for a donation made to a nonprofit?

Create an Opportunity Contact Role for the business associate and set the role to Soft Credit. Signup and view all the answers

What should the consultant consider when setting up the process for importing Contacts from CSV files into Salesforce Campaigns regularly?

Respect Duplicate Rule Settings should be checked. Signup and view all the answers

What should the consultant advise about using Customizable Rollups in NPSP?

Once enabled, it is irreversible. Signup and view all the answers

Which data tool should the consultant use to upload 150,000 contacts and their related donations into a nonprofit's NPSP org?

Data Loader Signup and view all the answers

Which marketing automation tool should a consultant recommend for segmenting and targeting supporters?

Account Engagement Signup and view all the answers

Which option should a consultant recommend for sending event cancellation notices to 150 Salesforce contacts?

Send List Email Signup and view all the answers

What NPSP feature should the consultant discuss due to increased data storage requirements?

Enhanced Recurring Donations Signup and view all the answers

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.