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

Answer : A, B, C

To transfer data from Salesforce to an accounting system using Accounting Subledger, nonprofits can use several methods. Here are three possible methods:

Integrate Salesforce with the Accounting System Using Middleware:

Middleware can act as a bridge between Salesforce and the accounting system, facilitating data transfer.

Tools like MuleSoft, Jitterbit, or Dell Boomi can be used to create integrations that sync data between Salesforce and the accounting system.

This method ensures real-time or near-real-time data synchronization, reducing manual data handling.

Export Data via Salesforce Reports to Upload to the Accounting System:

Salesforce allows the creation of detailed reports which can be exported in various formats (e.g., CSV, Excel).

These reports can be manually uploaded to the accounting system.

This method is suitable for organizations with fewer transactions or where real-time integration is not critical.

Develop a Custom Integration Solution:

For organizations with specific needs that are not met by standard middleware solutions, a custom integration can be developed.

This involves using Salesforce APIs (REST or SOAP) to programmatically extract data from Salesforce and load it into the accounting system.

Custom integrations provide flexibility but require more technical expertise and maintenance.

Salesforce Integration Patterns and Best Practices: Salesforce Integration Guide.

Salesforce Reporting and Exporting: Salesforce Reporting.

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

To present active volunteer sites on a map that should be visible without logging in, the nonprofit can use Tableau Public. Here's why:

Tableau Public:

Tableau Public is a free platform that allows users to create and share interactive data visualizations online.

It supports publishing maps and other visualizations that can be accessed publicly without requiring login credentials.

This tool is ideal for sharing information like volunteer site locations with a broad audience.

Tableau Public Documentation

Salesforce and Tableau Integration Guide

Answer : D

To track all donations that go to a designated fund, the consultant should create a GAU Allocation record for the designated fund. Here's why:

GAU Allocation Record:

General Accounting Units (GAUs) are used in NPSP to allocate portions of donations to specific funds or purposes.

Creating a GAU Allocation record allows the nonprofit to specify the amount of each donation that should be allocated to the designated fund, ensuring accurate tracking and reporting.

Salesforce NPSP Documentation on General Accounting Units (GAUs)

Salesforce Nonprofit Success Pack GAU Allocation Guide