Free Salesforce Nonprofit-Cloud-Consultant Practice Exam with Questions & Answers | Set: 2

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

To compare giving at consistent points in time from year to year, the best solution is to set up a Reporting Snapshot on Opportunities. A Reporting Snapshot allows you to capture data at specific points in time and then compare it across different periods. Here are the steps to set this up:

Create the Report:

Create a report on Opportunities that includes the relevant data you want to capture (e.g., donation amounts, dates).

Ensure the report filters are set to capture data for the specific time frames you are interested in.

Create a Custom Object:

Create a custom object to store the snapshot data.

Add fields to this custom object that correspond to the fields in your report.

Set Up the Reporting Snapshot:

Navigate to Setup.

In the Quick Find box, type "Reporting Snapshots" and select "Reporting Snapshots".

Click "New Reporting Snapshot".

Name the snapshot and select the source report you created.

Select the target object (the custom object you created).

Map the fields from the report to the fields in the custom object.

Schedule the Reporting Snapshot:

Set up a schedule for when the snapshot should run (e.g., daily, weekly, monthly).

Save and activate the schedule.

By capturing the data at regular intervals, you can generate historical reports that compare giving over different years at consistent points in time.

"Set Up Reporting Snapshots" from Salesforce Help: Reporting Snapshots

"Salesforce Reporting Snapshots for Nonprofits" from Salesforce.org: Salesforce.org Guide

To predict the likelihood of a contact becoming a recurring donor, the consultant should implement Einstein for Nonprofits. Here's how:

Enable Einstein for Nonprofits:

Ensure that Einstein Analytics and Discovery are enabled in the Salesforce org.

Navigate to the Einstein for Nonprofits setup and configure the necessary settings.

Configure Prediction Models:

Use Einstein Prediction Builder to create a custom prediction model.

Define the criteria and data points that indicate a high likelihood of recurring donations, such as past donation behavior, engagement levels, and demographic information.

Train and Deploy the Model:

Train the prediction model using historical data.

Deploy the model to start predicting which contacts are likely to become recurring donors.

Utilize Predictions in Fundraising Strategies:

Fundraisers can use the predictions to prioritize outreach and engagement efforts.

Customize communication and engagement plans for high-potential recurring donors.

Einstein for Nonprofits leverages AI and machine learning to provide insights and predictive analytics, helping nonprofits make data-driven decisions to enhance donor engagement and fundraising efforts.

Salesforce Einstein for Nonprofits: Einstein for Nonprofits.

Salesforce Einstein Prediction Builder Guide: Prediction Builder.

To search for nonprofit user groups in a particular region or state, an admin should use the Trailblazer Community:

Access Trailblazer Community:

Go to the Trailblazer Community website: trailblazer.salesforce.com.

Search for User Groups:

Use the search functionality to look for user groups. You can enter keywords related to your region, state, or specific interests such as "nonprofit user groups."

You can also filter search results by location to find groups relevant to your area.

Join Relevant Groups:

Review the list of user groups and join the ones that are most relevant to your needs.

Engaging with these groups allows you to connect with other nonprofit Salesforce users, share best practices, and stay informed about local events and meetups.

The Trailblazer Community is a valuable resource for finding and connecting with regional nonprofit user groups.

To create a report showing how much each board member has raised, you should:

Use the Opportunities report type: This allows you to capture all gift data.

Add a cross filter for Contacts with Board Member = TRUE: This filters the report to include only those contacts who are board members.

Summarize the Total Gifts this Year and Soft Credits this Year fields: This provides the total amounts for direct gifts and influenced gifts.

This method ensures that both direct contributions and soft credits (gifts influenced by board members) are included in the report.

To run an enrollment report for education classes in Salesforce using the Program Management Module (PMM), the "Program Engagement" object is the most appropriate. Here are the steps to create such a report:

Understand Program Engagements:

Program Engagements track the relationship between a participant (Contact) and the program (Program) they are enrolled in. This object captures key details like enrollment status, start and end dates, and related services.

Create a Custom Report Type:

Navigate to Setup > Report Types.

Click "New Custom Report Type."

Select "Program Engagement" as the primary object.

Define the relationships with related objects such as Contacts and Programs.

Build the Enrollment Report:

Go to the Reports tab and click "New Report."

Select the custom report type you just created.

Add relevant fields such as Participant Name (Contact), Program Name, Enrollment Status, Start Date, and End Date.

Apply filters to narrow down the report to specific classes or time periods as needed.

Customize and Save the Report:

Group the report by Program Name or Participant Name to get a clear view of enrollments.

Add summary fields to count enrollments or calculate averages if needed.

Save and run the report to view the enrollment data.

Salesforce Program Management Module Documentation: Detailed instructions on setting up and using PMM for managing programs and engagements. Salesforce PMM Documentation.

https://powerofus.force.com/s/article/NPSP-Merging-Contacts

When using the NPSP Contact Merge functionality, any empty Household Accounts that do not have associated Contacts or Opportunities are automatically deleted. This is likely the cause of the reduction in the number of household accounts noticed by the system administrator.

Steps to Verify:

Check Merge Settings:

Review the settings and configuration of the NPSP Contact Merge process to understand its behavior regarding empty Household Accounts.

Review Audit Logs:

Check the Salesforce audit logs to see the details of the merge operations and confirm that empty Household Accounts were deleted.

Restore if Necessary:

If the deletion of empty Household Accounts was unintended, use data recovery options to restore any necessary records.

For a nonprofit organization providing case management and requiring automatic scoring of clients based on various factors like age, income, and health conditions, along with automating the creation and assignment of follow-up tasks, the best combination of functions is Engagement Plans and Levels.

Engagement Plans: These are used to automate the creation of tasks and follow-up activities based on predefined templates. This feature ensures that specific tasks are generated and assigned to relevant staff members as soon as certain criteria are met.

Steps to Set Up Engagement Plans:

Navigate to the "Engagement Plans" tab in NPSP.

Create a new Engagement Plan Template, defining the tasks and follow-ups that should be created.

Specify the conditions under which this Engagement Plan should be triggered (e.g., a new client intake).

Assign the Engagement Plan to the appropriate client records.

Levels: These are used to categorize clients (or any other records) based on numeric values or other criteria. In this case, Levels can be used to automatically assign a score to each client based on their age, income, and health conditions.

Steps to Set Up Levels:

Navigate to NPSP Settings > Levels.

Create a new Level, specifying the criteria for each level (e.g., age range, income bracket, number of health conditions).

Define the actions that should be triggered when a client reaches a specific level.

By using Engagement Plans and Levels, the nonprofit can automate both the scoring of clients and the creation of follow-up tasks, ensuring a streamlined case management process.

To track various funds and report on restricted donations, General Accounting Units (GAUs) in NPSP should be used. Here’s a step-by-step guide:

Set Up General Accounting Units (GAUs):

Navigate to the App Launcher and search for "General Accounting Units".

Create GAUs:

Create new GAU records for each fund you need to track.

Provide names and descriptions that clearly identify each fund.

Link GAUs to Donations:

When creating or updating an Opportunity (donation), scroll to the GAU Allocations section.

Allocate the donation amount to the relevant GAU(s). This ensures that each donation is correctly attributed to the specific fund.

Run Reports on GAU Allocations:

Create reports that include GAU Allocation data to see how funds are being utilized and to ensure that restricted donations are tracked correctly.

Automate Allocations (Optional):

Use NPSP settings to define default GAU allocations for specific types of donations to automate this process.

By using GAUs, the nonprofit can effectively manage and report on restricted funds, ensuring compliance and transparency.

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Overview

When troubleshooting the issue of Recurring Donation Opportunities having close dates at the end of the month instead of the 15th, the consultant should check if the "Always use last day of the month" field is selected. This field setting overrides other close date settings and defaults the close date to the last day of the month.

Log in to Salesforce: Access the Salesforce org where NPSP is installed.

Navigate to NPSP Settings: Go to the App Launcher, search for "NPSP Settings", and select it.

Find Recurring Donations Settings:

In NPSP Settings, expand the "Donations" section.

Click on "Recurring Donations".

Check the "Always use last day of the month" Field:

Locate the "Always use last day of the month" setting.

Verify whether this checkbox is selected.

If selected, uncheck this option if you want the close date to follow the Day of the Month picklist value.

Save the Settings: Save any changes made and verify that new Recurring Donations reflect the correct close date.

By ensuring this field is not selected, the system will correctly use the 15th of the month as specified in the Day of the Month picklist.