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

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.

To create a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund" GAU and adds filters to show only the gifts connected to the "Annual Campaign," the consultant should use the "GAU Allocations with Opportunity" report type. This report type allows for filtering on both Opportunity and GAU Allocation fields.

Steps to Create the Report:

Select Report Type:

Go to the Reports tab and create a new report using the "GAU Allocations with Opportunity" report type.

Add Filters:

Filter on the Opportunity object for the Primary Campaign Source = "Annual Campaign."

Filter on the GAU Allocation object for General Accounting Unit = "General Fund."

Customize Report:

Add the necessary fields from both the Opportunity and GAU Allocation objects to the report layout.

Save and run the report to view the desired data.

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.

For a large nonprofit organization functioning like a for-profit corporation and needing to manage Leads and track its Opportunity pipeline:

Salesforce Account Model without NPSP: This model is suitable as it aligns with for-profit business processes, focusing on managing business accounts, leads, and opportunities. The Household Account Model in NPSP is more suited for organizations managing individual donors, which is not applicable here.

Using the standard Salesforce Account Model allows the organization to leverage Salesforce’s CRM capabilities tailored for B2B interactions.

Enhanced Recurring Donations in NPSP allows nonprofits to manage recurring donations more flexibly, including making one-time adjustments to the donation amounts. This feature provides a robust way to handle scenarios where donors want to change their regular giving amounts temporarily.

Steps to Implement:

Enable Enhanced Recurring Donations:

Navigate to NPSP Settings -> Donations -> Recurring Donations.

Enable Enhanced Recurring Donations.

Set Up Recurring Donations:

Create a Recurring Donation record for the donor, specifying the regular donation amount and schedule.

Use the Enhanced Recurring Donations feature to adjust the schedule and amounts as needed.

When setting up a sandbox strategy for a nonprofit implementation project involving two major development initiatives, it is essential to use separate sandboxes for different purposes. The key purposes include Quality Assurance, Staging, and Development. Here’s why:

Quality Assurance (QA):

QA sandboxes are used to test new features and functionalities to ensure they work as expected.

This environment helps identify and fix bugs before the changes are moved to production.

Staging:

A staging sandbox is a replica of the production environment.

It is used for final testing and validation of new features, configurations, and data migrations.

Ensures that everything works correctly in an environment that closely mimics production.

Development:

Development sandboxes are used by developers to build and test new features.

Each developer can have their own sandbox to avoid conflicts with others’ work.

Using separate sandboxes for these purposes ensures a clear and organized development process, reduces the risk of conflicts, and helps maintain a stable production environment.

Salesforce Documentation: Sandbox Types and Templates

Salesforce Trailhead: Developing in Sandboxes

To track grants, scholarships, and training programs in Salesforce for a nonprofit, you should use a combination of the Program Management Module (PMM), Outbound Funds Module (OFM), and Education Data Architecture (EDA). Here's how to set it up:

Track Grants with PMM:

Use the Program Management Module to manage the grants your nonprofit receives.

Create Program records for each grant and link them to the related donor accounts.

Track details such as grant amount, application status, and reporting requirements using custom fields or standard fields in PMM.

Track Scholarships with OFM:

Install and configure the Outbound Funds Module to manage scholarships.

Create Funding Programs for different types of scholarships.

Use the Funding Requests object to track individual scholarship applications and awards, linking them to the recipients (Contacts).

Track Training Programs with EDA:

Implement the Education Data Architecture to manage training programs.

Create Program records for each training program.

Use the Course Connections object to link participants (Contacts) to the training programs and track their progress.

Integrate and Report:

Use Salesforce's reporting tools to create integrated reports across these modules.

For example, you can create a report that shows the total grants received, scholarships awarded, and participants enrolled in training programs.

Salesforce Program Management Module Documentation: PMM Documentation.

Salesforce Outbound Funds Module Documentation: OFM Documentation.

Salesforce Education Data Architecture Documentation: EDA Documentation.

If the nightly NPSP batch jobs are taking significantly longer to complete, the system admin should consider the following factors:

A New Standard Roll-Up Summary Field Was Added to an Object:

Adding new roll-up summary fields can increase the processing time for batch jobs.

These fields require calculations that aggregate data, which can slow down batch processing, especially if they are based on high-volume objects.

A New Customizable Rollup Was Added in NPSP Settings:

Customizable rollups allow for complex aggregations and summaries across various objects.

Adding new rollups increases the processing workload for nightly batch jobs, leading to longer completion times.

Review and optimize the rollup settings to balance performance with data aggregation needs.

By considering these factors, the system admin can identify and address the root causes of increased batch job processing times.

Salesforce NPSP Documentation: Customizable Rollups

Salesforce Documentation: Roll-Up Summary Fields

To address the VP of development's needs:

Review Existing Dashboard: Start by reviewing the existing components on the NPSP Development Forecasting dashboard. This provides a high-level view of the current giving pipeline.

Create Additional Reports: Develop new reports to track program metrics and compare them to donor histories. These new reports should capture the necessary program data.

Edit Dashboard: Modify the existing dashboard to include the new components that reflect the additional program data and metrics.

This approach leverages the existing infrastructure and enhances it to meet the organization's specific needs.

To track grant lifecycles using the Nonprofit Success Pack (NPSP), including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments, the consultant should model the components as follows:

Payments = Opportunities with Payments:

Use the Opportunities object in Salesforce to track each grant awarded.

For each Opportunity, create related Payment records to track individual disbursements or installments of the grant amount.

Applications = Deliverables:

Utilize the Deliverables object to track the application process for grants.

Create Deliverable records to capture key details such as submission deadlines, requirements, and statuses.

Reporting Deadlines = Deliverables:

Similar to applications, use the Deliverables object to track reporting deadlines.

Create Deliverable records for each required report, specifying due dates and completion statuses.

Actions = Activities:

Use the Activities object to assign tasks and actions to staff members.

Create Task records for actions related to the grant, such as follow-ups, meetings, and communications.

This configuration ensures that all aspects of the grant lifecycle are tracked effectively within Salesforce, leveraging NPSP's capabilities to manage opportunities, payments, deliverables, and activities.

Salesforce Nonprofit Success Pack Documentation: Detailed instructions on using Opportunities, Payments, Deliverables, and Activities in NPSP.

Salesforce Help Documentation: Opportunities, Activities, Payments, Deliverables.

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