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

When implementing Salesforce Shield Platform Encryption with NPSP, there are several key considerations:

Role Name Field on Partial Soft Credit Object:

If the Role Name field on the NPSP Partial Soft Credit object is encrypted, the nightly Soft Credit rollups will fail. This is because the rollup process relies on accessing this field, and encryption can interfere with its functionality.

MergeContacts List Button:

The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted. The merging process requires access to the Contact Name to identify and merge records accurately, which encryption can prevent.

Custom Unique Id Matching:

NPSP Data Import cannot perform Custom Unique Id matching on Accounts and Contacts if the field used for matching is encrypted. This limitation arises because the encryption prevents the import process from accurately comparing and matching the encrypted values.

These considerations highlight the impact of encryption on certain NPSP functionalities, and it is important to plan accordingly when implementing Shield Platform Encryption.

References:

Salesforce Shield Platform Encryption Documentation

Nonprofit Success Pack (NPSP) Documentation on Data Import and Soft Credits

To exclude gala attendees from the report that identifies individual donors who have yet to make a gift toward the Annual Fund Campaign this year, a cross filter should be added to the report. Cross filters allow you to filter records based on related objects, such as excluding contacts who are campaign members of the gala event.

Steps:

Go to Reports and create a new report or edit an existing report on donors.

Add a cross filter to the report by clicking on the "Filters" pane and selecting "Add Cross Filter."

Set the cross filter to exclude Contacts who are Campaign Members of the specific gala campaign.

Save and run the report to ensure it correctly excludes gala attendees.

References:

Nonprofit Cloud Reporting Guide: Explains how to use cross filters to refine report data based on related objects​​.

Salesforce Help: Detailed steps on creating and using cross filters in reports.

Salesforce recommends using V2MOM (Vision, Values, Methods, Obstacles, and Measures) with customers in the requirements-gathering phase of a project to achieve organizational alignment. Here’s how V2MOM helps:

Vision:

Define what you want to achieve. This provides a clear direction for the project.

Values:

Identify what is important about the vision and why it matters. This aligns the project goals with the organization's core values.

Methods:

Outline the steps to achieve the vision. This ensures everyone understands the approach and processes to be followed.

Obstacles:

Recognize potential challenges and how to address them. This prepares the team to handle issues proactively.

Measures:

Determine how success will be measured. This provides clear criteria for evaluating progress and outcomes.

Using V2MOM ensures that all stakeholders are aligned with the project’s goals, values, methods, challenges, and success metrics, fostering a unified approach to project execution.

References:

Salesforce V2MOM Framework: Marc Benioff’s V2MOM

Salesforce Trailhead: Define Your Vision with V2MOM

The PMM has two main objects — Programs and Services — and several objects that connect those objects together with contacts and household accounts

In the Program Management Module (PMM), the objects that are directly connected to objects in Nonprofit Cloud Case Management are:

Case:

Cases in Nonprofit Cloud Case Management are used to track client issues and support needs.

They can be directly related to program participants and services provided, allowing for comprehensive case management.

Service Delivery:

Service Deliveries represent the specific services provided to clients, such as counseling sessions, classes, or other forms of assistance.

They are essential for tracking the outcomes and effectiveness of the nonprofit's programs and are directly connected to case management processes.

References:

Salesforce Nonprofit Cloud Case Management Guide

Salesforce Program Management Module (PMM) Documentation

Customizable Rollups in NPSP provide a flexible way to manage rollup calculations for donations and other records. However, once Customizable Rollups are enabled, the action is irreversible. This means you cannot revert to the standard rollup settings after enabling Customizable Rollups.

Steps to Enable:

Enable Customizable Rollups:

Navigate to NPSP Settings -> Donations -> Customizable Rollups.

Enable the Customizable Rollups feature.

Configure Rollups:

Set up the necessary rollup rules and configurations to match the nonprofit's data tracking and reporting needs.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Configure Customizable Rollups in NPSP

In the NPSP Data Import Template, the Account fields should contain:

Household-related data:

This data includes information pertinent to the household of the contacts, such as household name and address. Household-related data is crucial for managing and segmenting contacts within the NPSP.

To ensure that case managers gather all required information when qualifying new beneficiaries, Salesforce Flow is the most effective automation tool:

Create a Flow:

In Salesforce Setup, navigate to "Flow Builder" and create a new Flow.

Choose a "Screen Flow" to guide users through the data entry process.

Design the Flow:

Add screens to the Flow that contain fields for all the required information. Use validation rules to ensure required fields are completed before proceeding to the next screen.

Use logic elements like decisions and assignments to handle conditional data collection based on previous inputs.

Deploy the Flow:

Embed the Flow on the Lightning Record Page for case managers to use when qualifying new beneficiaries.

Ensure the Flow is easily accessible and part of the standard workflow for case managers.

Training and Support:

Provide training for case managers on how to use the Flow.

Monitor usage and collect feedback to make any necessary adjustments.

Salesforce Flow provides a guided, interactive way to ensure all required information is collected consistently.

References:

Salesforce Documentation: Flow Builder Guide

Trailhead Module: Automate Your Business Processes with Lightning Flow

When loading a large volume of data, such as 5 million donation history records, into Salesforce, it is essential to temporarily disable TDTM (Trigger Handler Framework) to ensure the data load is successful. TDTM triggers can slow down or interrupt the data load process due to the large volume of records being processed.

Steps:

Go to Setup > Custom Metadata Types.

Select "Trigger Handlers."

For each trigger handler, uncheck the "Active" checkbox to temporarily disable it.

Perform the data load using Data Loader or another data import tool.

Once the data load is complete, re-enable the TDTM Trigger Handlers by checking the "Active" checkbox for each trigger handler.

References:

CertGod Nonprofit Cloud Consultant Guide: Advises on the importance of managing TDTM triggers during large data loads​​.

Salesforce Documentation on TDTM: Provides instructions on managing and disabling TDTM triggers.

https://powerofus.force.com/s/article/NPSP-BP-Getting -Started-Program-Management#week4

When migrating client and program data to the Program Management Module (PMM) in NPSP, it is important to use the appropriate tools for data import and deduplication to ensure data integrity and avoid duplication. The NPSP Data Importer is specifically designed for importing client information, including deduplication against existing records. The Data Import Wizard can be used for uploading program data, which may not require the same level of deduplication as client data.

Steps:

Prepare the client data, ensuring all necessary fields are included and formatted correctly.

Use the NPSP Data Importer to upload the client information, which includes built-in deduplication features to match against existing records.

Prepare the program data similarly, ensuring proper formatting and completeness.

Use the Data Import Wizard to upload the program data. This tool is suitable for handling bulk data uploads and does not inherently include deduplication, which is less critical for program data compared to client data.

References:

CertGod Nonprofit Cloud Consultant Guide: Discusses best practices for data migration and the tools available in NPSP for importing and deduplicating data​​.

Salesforce Documentation on NPSP Data Importer and Data Import Wizard: Provides detailed instructions on using these tools for data import.

Before using Advanced Mapping in NPSP, it is necessary to enable and deploy My Domain. My Domain is a prerequisite for using several Salesforce features, including Advanced Mapping, as it allows you to customize your Salesforce org's URL, and it enhances security by creating a unique subdomain for your Salesforce org.

Steps to Enable My Domain:

Navigate to Setup:

Go to Setup -> My Domain.

Register My Domain:

Enter your preferred domain name and check its availability.

Register the domain and wait for the confirmation email.

Deploy My Domain:

After registration, deploy the domain to users and ensure it is active.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Help: My Domain

https://www.craftsmantech.com/2019/11/14/npsp-data-import-advanced-mapping/