Free Salesforce Nonprofit-Cloud-Consultant Practice Exam with Questions & Answers | Set: 4

To segment constituents based on their one-time donations from the prior fiscal year, the nonprofit should use Customizable Rollups in NPSP:

Customizable Rollups:

Customizable Rollups in NPSP allow nonprofits to create custom rollup fields that aggregate data based on specific criteria, such as donation type and date range.

These rollups can be configured to include only one-time gifts received during the prior fiscal year.

Setting Up Rollups:

Navigate to NPSP Settings.

Go to "Donations" and then "Customizable Rollups."

Create a new rollup that sums one-time donations within the specified date range (the prior fiscal year).

Use this rollup field to segment and analyze constituents based on their donation history.

Reporting and Segmentation:

Use the rollup field in reports and list views to segment constituents and analyze their giving patterns.

References:

Salesforce Nonprofit Success Pack (NPSP) Documentation: Customizable Rollups

Salesforce Help: Creating and Managing Rollups

When a donor wants to split their gift between two scholarship funds, the consultant should recommend using GAU Allocations:

GAU Allocations:

General Accounting Unit (GAU) Allocations in NPSP (Nonprofit Success Pack) allow for the distribution of a single donation across multiple funds or purposes. This feature supports detailed tracking and reporting on how donations are allocated.

When a corporate matching gift is received and the original donation was not marked to be matched, you should use the "Find Matched Gifts" functionality:

Navigate to Find Matched Gifts:

Go to the donation record in Salesforce.

Select "Find Matched Gifts" from the related options.

Find More Gifts:

Click on the "Find More Gifts" button to search for the original donation that matches the corporate gift.

This tool helps to locate and link the matching gift to the original donation, ensuring both donations are accurately recorded and associated.

References:

Salesforce Nonprofit Success Pack (NPSP) Documentation

Salesforce Help: Managing Matched Gifts

To prepare for a new release of an open-source Nonprofit Cloud product, the system admin should check the following sources for release notes:

Nonprofit Hub Group in the Trailblazer Community:

The Trailblazer Community is a rich resource for Salesforce users, including non-profits. The Nonprofit Hub group frequently posts updates, discussions, and release notes related to Nonprofit Cloud products.

This group can be accessed by logging into the Trailblazer Community and searching for "Nonprofit Hub."

GitHub Repository Release Page:

For open-source products, the official GitHub repository is a primary source for release notes. The release page on GitHub will have detailed notes about new features, bug fixes, and enhancements.

To access, navigate to the product’s GitHub repository and click on the “Releases” tab.

References:

Trailblazer Community: Nonprofit Hub Group

GitHub: Product’s repository release page

https://trailhead.salesforce.com/content/learn/modules/data_modeling/schema_builder

To ensure that new system admins understand the purpose of Salesforce field customizations, the following steps should be taken:

Complete All Field Descriptions:

For every custom field created in Salesforce, ensure that the "Description" field is filled out comprehensively.

Go to Salesforce Setup.

Navigate to the Object Manager and select the object that has custom fields.

For each custom field, click on "Edit" and provide a detailed description that explains the field’s purpose, usage, and any important notes regarding its functionality.

Save the changes.

Document Customizations:

Maintain comprehensive documentation of all custom fields, including their descriptions, data types, and any validation rules associated with them.

Use a shared document or a dedicated Salesforce documentation tool to keep this information accessible and up-to-date.

Training and Onboarding:

Create a training module or onboarding program for new system admins that includes an overview of key customizations.

Use Trailhead modules to supplement learning about field management and customization best practices.

Utilize Salesforce Resources:

Encourage new admins to use Salesforce’s Schema Builder to get a visual overview of the data model, which can help them understand how different fields and objects are interconnected.

Leverage the Setup Audit Trail to review any changes made to field customizations and understand their history.

By ensuring that all field descriptions are complete and providing thorough documentation, new system admins will have a clear understanding of the customizations, helping them manage and maintain the Salesforce instance more effectively.

References:

Salesforce documentation on field customization and descriptions

CertGod Nonprofit Cloud Consultant guide​

V

To track website visitors who download white papers, case studies, and impact reports, and then pursue them as constituents, using Pardot is the most effective solution. Here’s how to set it up:

Install and Configure Pardot:

Purchase and install Pardot if not already done.

Configure Pardot settings to align with your nonprofit’s tracking and lead management needs.

Add Pardot Tracking Code to Website:

Implement Pardot tracking code on your website to monitor visitor behavior, including downloads.

Create Pardot Forms and Landing Pages:

Use Pardot to create forms and landing pages for asset downloads.

Capture visitor information (name, email, etc.) before allowing downloads.

Set Up Automation Rules:

Create automation rules in Pardot to add visitors who download assets to specific lists.

Assign these visitors a score to prioritize follow-up actions.

Sync with Salesforce:

Ensure that Pardot is integrated with Salesforce to sync leads or contacts.

Use Salesforce campaigns to manage and track these new constituents.

References:

Salesforce Pardot Documentation: Pardot Tracking Code

Salesforce Trailhead: Marketing Automation with Pardot

Before implementing the Accounting Subledger, review the following configurations:

Review Accounting Triggers:

Ensure that your Salesforce instance has the necessary triggers enabled to support the Accounting Subledger.

Go to Setup -> Triggers, and verify the status of triggers related to accounting functionalities.

Check Recurring Donations:

Navigate to NPSP Settings -> Recurring Donations.

Verify that the configuration aligns with the needs of the Accounting Subledger, ensuring proper allocation and tracking of recurring donations.

Payment Allocations:

Check the settings for payment allocations to ensure they are correctly mapped to the general ledger accounts used in your accounting system.

NPSP Settings:

Verify the overall NPSP settings to ensure there are no conflicts with the Accounting Subledger functionalities.

References:

Salesforce Accounting Subledger Documentation

Salesforce Nonprofit Success Pack (NPSP) Configuration Guide

Salesforce Trailhead: Configure Nonprofit Success Pack

To protect data and secure login credentials for external systems, the consultant should recommend using Named Credentials. Named Credentials simplify the management of authentication for external systems by storing login credentials securely within Salesforce. This approach reduces the risk of exposed credentials and ensures that data remains protected even if an employee is terminated.

Steps:

Configure Named Credentials in Salesforce for each external system.

Store the authentication details securely within Salesforce.

Use Named Credentials in Apex code and integrations to access external systems.

Regularly review and update Named Credentials as needed to maintain security.

References:

CertGod Nonprofit Cloud Consultant Guide: Discusses the use of Named Credentials for securing access to external systems​​.

Salesforce Documentation on Named Credentials: Provides setup and usage instructions.

For a nonprofit client inexperienced with Salesforce, the best training resource to recommend is Trail Tracker by Trailhead:

Trail Tracker by Trailhead:

Trail Tracker is a Salesforce app that integrates with Trailhead, allowing organizations to assign, track, and manage Trailhead training for their users.

It is specifically designed to help users learn Salesforce through guided, interactive learning paths.

Set Up Trail Tracker:

Install Trail Tracker from the Salesforce AppExchange.

Configure the app to align with your nonprofit’s training goals.

Assign Training Modules:

Identify the relevant NPSP fundraising training modules on Trailhead.

Use Trail Tracker to assign these modules to staff members.

Monitor Progress:

Use Trail Tracker dashboards to monitor the progress of staff members as they complete their training modules.

Provide additional support or resources as needed to ensure successful completion.

References:

Salesforce Trailhead and Trail Tracker documentation

CertGod Nonprofit Cloud Consultant guide​

To ensure that a deceased donor no longer appears on any mailing lists, the nonprofit organization should select the "Deceased" field on the donor's contact record. Here’s how to do it:

Navigate to the Contact Record:

Go to the Contacts tab in Salesforce.

Search for and open the donor’s contact record.

Select the Deceased Field:

Locate the "Deceased" checkbox on the contact record.

Check the box to mark the contact as deceased.

Verify Exclusion from Mailing Lists:

Ensure that automated workflows and processes exclude contacts marked as deceased from email and mailing lists.

Review and update any relevant segments or mailing lists to remove the deceased donor.

This action preserves the donor’s history in Salesforce while ensuring they are no longer included in future communications.

References:

Salesforce NPSP Documentation: Managing Contact Records

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics