Salesforce Nonprofit Cloud Consultant Salesforce Certified Nonprofit Cloud Consultant Exam Practice Test

Answer : D

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.

Answer : D

When the consultant encounters API call limit errors after switching the integration from a sandbox to a production environment, the likely explanation is:

Different API Call Limits for Sandbox and Production Environments:

Salesforce environments have different API call limits based on the type of environment and the organization's Salesforce edition. Sandbox environments often have higher API call limits for testing purposes, while production environments have stricter limits to ensure performance and reliability.

Answer : D

To quickly query data across multiple systems and get insights on any device about the impact the nonprofit is having, the consultant should recommend:

CRM Analytics (formerly known as Tableau CRM or Einstein Analytics):

CRM Analytics allows for advanced data analysis, visualization, and reporting. It can integrate data from multiple Salesforce objects and external sources, providing comprehensive insights across systems. It is designed to work seamlessly on various devices, ensuring accessibility and usability.

Answer : A, D

To ensure effective user acceptance testing and training before going live with its Nonprofit Cloud implementation, a nonprofit can use the following sandbox configuration options:

Partial Data Sandbox:

This sandbox type includes a subset of the production data, which is useful for testing with realistic data without the need for a full copy of the production environment. It provides a balance between data availability and cost.

Full Data Sandbox:

This sandbox is a complete copy of the production environment, including all data and metadata. It is ideal for thorough testing and training, as it replicates the production environment exactly. This ensures that users are trained on an environment that mirrors the live system.

Answer : B

To test new Nonprofit Cloud features coming out in the upcoming Salesforce release, follow these steps:

Identify the Sandbox Preview Period:

Salesforce announces preview periods before major releases. Check the Salesforce release calendar for the dates.

Refresh a Preview Instance Sandbox:

During the sandbox preview period, refresh one of your sandboxes. Ensure that you refresh an existing sandbox that is on a preview instance, or create a new sandbox if needed.

Verify the Sandbox Instance:

Make sure your sandbox is on a preview instance. Salesforce typically migrates sandboxes to preview instances for testing new features.

Test New Features:

Once the sandbox is refreshed, you can start testing the new Nonprofit Cloud features that will be included in the upcoming release.

Use the Release Notes and documentation provided by Salesforce to guide your testing.

This process allows you to evaluate new features before they are available in your production environment, ensuring a smooth transition and allowing time to address any potential issues.

Salesforce Sandbox Preview Guide: Sandbox Preview Instructions.

Answer : B, C

When loading a large volume of data for a nonprofit, the following steps can significantly speed up the process:

Defer Sharing Rule Calculation:

Defer the sharing rule calculations during the data load process. This prevents Salesforce from recalculating sharing rules for each record as it is loaded, which can slow down the process considerably.

After the data load is complete, you can manually trigger the sharing rule recalculations.

Steps to Defer Sharing Rule Calculation:

Go to Setup.

Enter 'Defer Sharing Calculations' in the Quick Find box.

Enable the deferment option before starting the data load.

Disable Related Apex Classes in TDTM:

Temporarily disable Apex triggers and classes in the TDTM (Table Driven Trigger Management) framework to reduce processing overhead during the data load.

This ensures that the system doesn't execute complex Apex code for each record being loaded.

Steps to Disable Related Apex Classes in TDTM:

Go to NPSP Settings.

Navigate to TDTM (Table Driven Trigger Management).

Identify and disable the relevant triggers and classes temporarily.

These steps help streamline the data loading process by minimizing the processing and recalculations that Salesforce would otherwise perform on each record.

Salesforce Help: Defer Sharing Rule Calculation

Nonprofit Success Pack (NPSP) Documentation: Managing TDTM Settings

Answer : A

To ensure that users only see Engagement Plans on Opportunity records for donations with an Amount greater than 10,000, the consultant should use component visibility filters in Lightning. Here's the step-by-step process:

Add the Related List - Single Lightning Component:

On the Opportunity Lightning page, add the 'Related List - Single' component and set it to display the Engagement Plans related list.

Component Visibility Filter:

Configure a visibility filter on the Related List component. Set the filter condition to check if the Opportunity Amount field is greater than 10,000.

This ensures that the Engagement Plans related list only appears on Opportunities where the amount exceeds the specified threshold.

Salesforce Lightning App Builder Documentation

Salesforce Component Visibility Filters Guide

These solutions provide detailed steps and references to effectively configure and troubleshoot Salesforce Nonprofit Cloud settings and features.