Free Salesforce Nonprofit-Cloud-Consultant Practice Exam with Questions & Answers | Set: 3

https://powerofus.force.com/s/article/NPSP-TDTM-Overview

Table-Driven Trigger Management (TDTM) in the Salesforce Nonprofit Success Pack (NPSP) allows developers and administrators to manage Apex triggers in a more flexible and controlled manner. The benefits include:

Control the order in which the code executes (B): TDTM enables you to specify the order of execution for various triggers, ensuring that triggers run in the desired sequence.

Disable specific pieces of code (D): TDTM allows you to disable individual triggers or handler classes without modifying the actual code, which is useful for debugging or temporarily disabling functionality.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Manage Nonprofit Success Pack (NPSP) Table-Driven Trigger Management

To ensure that a subset of users can fully access the government-issued personal identification numbers stored in encrypted fields on Contact records, you must enable the "View Encrypted Data" permission in a permission set. This permission allows users to see the actual encrypted data instead of a masked value.

Steps to Enable:

Create or Edit a Permission Set:

Navigate to Setup -> Permission Sets.

Create a new permission set or edit an existing one.

Enable View Encrypted Data:

In the permission set, go to System Permissions.

Enable the "View Encrypted Data" permission.

Assign Permission Set:

Assign the permission set to the appropriate users who need to access the encrypted data.

References:

Salesforce Help: Encrypt Custom Fields

Salesforce Trailhead: Data Security and Encryption

For a data migration involving tens of millions of records to NPSP over a weekend, the Bulk API is recommended due to its ability to handle large volumes of data efficiently:

Prepare Data for Migration:

Ensure all data is cleaned and formatted correctly for import into Salesforce.

Segment the data into manageable batches to optimize the migration process.

Use Bulk API for Migration:

The Bulk API is designed for loading large data sets and operates asynchronously, allowing for high performance.

Create a Bulk API job to import the data.

Upload data batches and monitor the job status to ensure successful data import.

Minimize System Downtime:

Schedule the data migration to occur during a weekend to reduce the impact on users and minimize system downtime.

Inform stakeholders about the migration schedule and expected downtime.

Verify Data Integrity:

After the migration, run data integrity checks to ensure that all records have been accurately imported.

Compare source data with the imported data in Salesforce to verify completeness.

Using the Bulk API will ensure that the large volume of data is migrated efficiently within the limited timeframe, minimizing disruption to the organization’s operations.

References:

Salesforce documentation on using the Bulk API for data migration

CertGod Nonprofit Cloud Consultant guide​

To ensure full compliance with Salesforce best practices for data security, the consultant should use Salesforce Health Check. Here’s why:

Salesforce Health Check:

This tool provides a comprehensive security assessment of your Salesforce org by measuring its settings against the Salesforce recommended baseline.

It evaluates critical security settings such as password policies, session settings, and other security configurations.

Health Check provides a score and recommendations to improve the overall security posture of the org, making it a crucial tool for maintaining data security compliance.

References:

Salesforce Health Check Documentation

Salesforce Security Best Practices Guide

To search for volunteers with specific skills and availability using Volunteers for Salesforce:

Use the Find Volunteers Tab:

Navigate to the Volunteers for Salesforce application within Salesforce.

Click on the "Find Volunteers" tab.

Fill in the Volunteer Criteria:

In the search form, enter the desired values for Volunteer Status, Volunteer Availability, and Volunteer Skills.

For this scenario, enter "Landscaping" in the Volunteer Skills field and specify the desired availability timeframe in the Volunteer Availability field.

Execute the Search:

Click on the "Search" button to find volunteers that match the specified criteria.

Select Volunteers:

Review the list of volunteers returned by the search.

Select the volunteers that are available at the given time and have the required landscaping skills.

This method ensures that the volunteer manager can efficiently find and assign volunteers to shifts based on their skills and availability.

References:

Volunteers for Salesforce documentation on finding and managing volunteers

CertGod Nonprofit Cloud Consultant guide​

For a nonprofit that does a lot of mail appeals to donors and wants to ensure addresses are formatted correctly, the consultant should recommend:

NPSP Address Management:

NPSP Address Management helps ensure that addresses are standardized and formatted correctly. It includes tools and processes to manage and validate addresses, thus reducing errors in mailings and improving delivery rates.

https://powerofus.force.com/s/article/NPSP-Which-Version-Am-I-Using

When a consultant is unsure when a particular field was added to NPSP, they can find the NPSP version number for the field in the NPSP Data Dictionary. Here’s why:

NPSP Data Dictionary:

The NPSP Data Dictionary provides comprehensive details about all fields, objects, and components within the NPSP package.

It includes information on when fields were introduced, their data types, descriptions, and related objects, making it the best resource for tracking the history of specific fields.

References:

Salesforce NPSP Data Dictionary Documentation

Salesforce Nonprofit Success Pack Release Notes

To ensure the campaign for monthly project updates to donors who have given 10 or more times stays current, the consultant should:

Create a Contact Report:

Create a report on the Contact object and include a filter to display only those contacts whose total number of gifts meets the criteria (10 or more).

This filter ensures that only the relevant donors are included in the report.

Run the Report Monthly:

Schedule or manually run the report each month to get the updated list of donors.

Use the "Add to Campaign" button to add the contacts from the report to the newsletter campaign, ensuring the campaign list stays current with donors who meet the criteria.

References:

Salesforce Reporting Guide

Salesforce Campaign Management Guide

For entering a large number of contacts from a spreadsheet and creating related cases for each contact, the NPSP Data Importer is the best tool. It allows for configuring upserts (updates or inserts) for Contacts and linking them to related records such as Cases.

Steps:

Prepare the spreadsheet with the necessary data for Contacts and Cases, ensuring all required fields are included.

Open the NPSP Data Importer in Salesforce.

Map the fields in the spreadsheet to the appropriate Salesforce fields for Contacts and Cases.

Configure the importer to upsert Contacts and create related Cases based on the spreadsheet data.

Run the import process and verify the data in Salesforce to ensure all Contacts and Cases are correctly created and linked.

References:

CertGod Nonprofit Cloud Consultant Guide: Describes the use of the NPSP Data Importer for bulk data operations and linking related records​​.

Salesforce Documentation on NPSP Data Importer: Provides instructions on setting up and using the Data Importer for complex data migrations.

When an international nonprofit adds a translated Relationship picklist value but both Relationship records are displaying incorrectly, the likely cause is that the reciprocal relationship value is missing in the NPSP Settings tab.

Reciprocal Relationship Setup:

In NPSP (Nonprofit Success Pack), relationships between contacts often need to be reciprocal. For example, if Contact A is listed as "Parent" of Contact B, then Contact B should be automatically listed as "Child" of Contact A.