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

Answer : A

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.

Answer : A, D

When migrating a large volume of contacts, accounts, and address records into NPSP, the following considerations are important:

Managing Multiple Addresses:

NPSP allows for multiple addresses per contact or account, which can introduce additional complexity in managing and maintaining these records.

It is essential to have a clear strategy for handling primary, mailing, and other types of addresses to ensure data consistency and accuracy.

Data Storage Consumption:

Each address record consumes additional data storage in Salesforce.

Nonprofits should be aware of their data storage limits and plan accordingly to avoid running out of storage space.

Consider archiving old or inactive address records to manage storage usage efficiently.

These considerations help ensure a smooth data migration process and ongoing data management within NPSP.

Salesforce Help: Managing Addresses in NPSP

Nonprofit Success Pack (NPSP) Documentation: Data Management and Storage

Answer : A

To provide real-time insights into membership data stored in a proprietary system, the nonprofit should use Salesforce Connect to store this information in External Objects:

Salesforce Connect:

Salesforce Connect allows Salesforce to integrate with external data sources in real-time without the need to import the data into Salesforce.

It uses External Objects to represent the data from the external system, making it accessible within Salesforce like any other object.

Implementing Salesforce Connect:

Set up an external data source connection in Salesforce to the proprietary membership management system.

Define External Objects for the membership data, such as member status, renewal dates, and other relevant data points.

Create relationships between External Objects and standard Salesforce objects (e.g., Contacts, Accounts) to link donor and membership information.

Real-Time Insights:

Use reports and dashboards to display membership data alongside fundraising and program data.

Ensure that membership data is updated in real-time, providing accurate and timely insights.

By utilizing Salesforce Connect and External Objects, the nonprofit can achieve real-time visibility into its membership data without duplicating data storage.

Salesforce Connect Documentation

Trailhead Module: Integrate with External Data Sources Using Salesforce Connect

Answer : C, D

To help a nonprofit run a large scholarship program using Salesforce for accepting external scholarship applications, reviewing processes, and tracking requirements, the following solutions are recommended:

Experience Cloud:

Experience Cloud allows the nonprofit to create a community or portal where external applicants can submit their scholarship applications.

It provides a user-friendly interface for applicants and reviewers to interact with the application process.

Steps to Implement Experience Cloud:

Set up an Experience Cloud site and customize it to match the nonprofit's branding.

Create forms and pages for application submission.

Enable user roles and permissions to control access for applicants and reviewers.

Outbound Funds Module:

The Outbound Funds Module (OFM) is specifically designed to manage the distribution of funds, such as scholarships.

It allows for tracking applications, managing review processes, and ensuring compliance with scholarship requirements.

Steps to Implement Outbound Funds Module:

Install and configure the Outbound Funds Module from the AppExchange.

Set up funding programs, grant types, and application criteria.

Use OFM's built-in features to manage the review and approval workflows.

These solutions provide a comprehensive and integrated approach to managing the scholarship program within Salesforce.

Salesforce Experience Cloud Documentation

Salesforce AppExchange: Outbound Funds Module

Nonprofit Success Pack (NPSP) Documentation

Answer : B, C

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.

Salesforce Nonprofit Cloud Case Management Guide

Salesforce Program Management Module (PMM) Documentation

Answer : D

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.

Salesforce NPSP Data Dictionary Documentation

Salesforce Nonprofit Success Pack Release Notes

Answer : B, C

Before installing Nonprofit Cloud Case Management into its production org, a nonprofit should consider the following prerequisites:

Enable My Domain:

My Domain is required for many Salesforce features, including those in Nonprofit Cloud Case Management.

Enabling My Domain allows customization of the Salesforce URL, enhances security, and is a prerequisite for some Salesforce features.

Ensure Appropriate Licenses Are Provisioned:

Nonprofit Cloud Case Management requires specific licenses to be available in the org.

Ensuring that the appropriate licenses are provisioned is crucial for enabling users to access the features and functionalities of Case Management.

Salesforce Nonprofit Cloud Case Management Installation Guide

Salesforce My Domain Documentation