Free Practice Questions for Salesforce Nonprofit-Cloud-Consultant Exam

To meet the requirement of sharing client assessments, notes, and alerts among staff within the nonprofit using Nonprofit Cloud Case Management, the following approaches are recommended:

Create a Public Group:

Create a Public Group that includes all staff members who need access to the client information.

This group will be used to grant shared access to the relevant records.

Steps to Create a Public Group:

Go to Setup.

Enter "Public Groups" in the Quick Find box and select it.

Click "New Group" and add the necessary staff members.

Create Sharing Rules:

Set up sharing rules for the Assessments, Client Notes, and Client Alerts objects to share these records with the Public Group.

This ensures that any updates or new records created within these objects are automatically shared with the staff group.

Steps to Create Sharing Rules:

Go to Setup.

Enter "Sharing Settings" in the Quick Find box and select it.

Select the relevant object (e.g., Assessments).

Click "New" under Sharing Rules and define the criteria and target group (Public Group created earlier).

These steps ensure that relevant client information is shared with the appropriate staff, enhancing collaboration and service delivery.

https://powerofus.force.com/s/artic le/NPSP-Override-the-Default-Address-for-a-Contact

To access a list of constituents who do not reside at their household mailing address, you should create a report with the following steps:

Create a New Report:

Navigate to the Reports tab in Salesforce.

Click on "New Report."

Select Report Type:

Choose "Contacts & Accounts" as the report type.

Add Filters:

Add a filter for "Address Override" and set it to "True."

This filter will include only those constituents whose mailing address is overridden to a different address than their primary household address.

Customize Report Columns:

Include relevant columns such as Contact Name, Household Name, and Address details in your report.

Run and Save the Report:

Run the report to ensure it captures the correct data.

Save the report for future use and sharing with the mail house.

By filtering the Contacts and Accounts report for Address Override = True, you can easily access and export a list of constituents who prefer to receive mail at a different address.

For a nonprofit using direct mail extensively and needing to automate the search for duplicate contact records, the consultant should recommend implementing Duplicate Jobs. Here’s why:

Duplicate Jobs:

Duplicate Jobs allow organizations to run deduplication processes on a schedule, ensuring that the data remains clean and free from duplicates.

This feature can be configured to find and merge duplicate contacts based on predefined matching rules.

It helps maintain data quality by regularly identifying and managing duplicate records, which is essential for effective direct mail campaigns.

For suggesting new features in NPSP, the recommended resource is:

Power of Us Hub: This is a community platform specifically for Salesforce.org customers. It includes forums, idea exchanges, and collaboration spaces where nonprofit users can suggest and discuss new features for NPSP.

The Power of Us Hub is the central place for engaging with the Salesforce nonprofit community and influencing future product development.

https://powerofus.force.com/s/article/SFDO-BP-Pardot-Basics-for-Nonprofit-and-Education

The "Send List Email" feature in Salesforce is ideal for sending emails to multiple contacts directly from Salesforce without needing a separate email service provider. It also allows managing bounces, resending emails, and tracking email history on Contact records.

Send List Email Overview:

This feature enables users to send emails to a list of contacts, leads, or campaign members directly from Salesforce.

It supports email templates and provides tracking capabilities.

Steps to Use Send List Email:

Step 1: Navigate to the Contacts or Leads tab.

Step 2: Create a list view that includes the contacts you want to email.

Step 3: Select the "Send List Email" button.

Step 4: Choose an email template, compose the email, and send it.

Managing Bounces and Send History:

Bounces: Salesforce tracks email bounces, and you can view bounce details on the individual contact records.

Send History: The history of sent emails, including opens and clicks, is tracked and visible on the Contact records.

Benefits:

Integrated Solution: No need for external email service providers.

Efficiency: Quickly send emails to multiple recipients and manage communications directly within Salesforce.

Tracking: Monitor email performance and follow up as needed.

To ensure that a deceased donor no longer appears on any mailing lists, the appropriate action is to select the Deceased field on the donor's Contact record.

Deceased Field:

Salesforce provides a specific field to mark a Contact as deceased.

This field is designed to handle the scenario of deceased Contacts appropriately within the system.

Steps to Mark Contact as Deceased:

Navigate to the Contact record of the deceased donor.

Find the Deceased checkbox field and select it.

Save the record.

Impact of Selecting the Deceased Field:

Once marked as deceased, the Contact will automatically be excluded from future mailing lists and communications.

This helps maintain respectful and accurate communication practices.

Other Considerations:

Do Not Email, Do Not Contact, and Email Opt Out Fields: While these fields prevent specific types of communications, they do not address the status of the Contact as being deceased, which is important for accurate records and reporting.

Deleting Contact Record: Deleting the Contact record is not recommended as it removes historical donation data and other important information that may be needed for reporting and compliance purposes.

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.

To record the most recent Opportunity close date on Contact records and ensure the field is overwritten every time a new Opportunity meets the criteria, use NPSP Customizable Rollups:

NPSP Customizable Rollups: This feature allows users to define rollup fields that aggregate data from related objects (e.g., Opportunities) to a parent object (e.g., Contacts).

Most Recent Opportunity Close Date: Configure a rollup summary to track the most recent close date. This ensures the field on the Contact record is updated whenever a new Opportunity with a qualifying close date is added.

Using NPSP Customizable Rollups ensures the process is automated and tailored to nonprofit needs.

https://powerofus.force.com/s/article/NPSP-BP-Getting -Started-Program-Management#week4

When migrating client and program data to the Program Management Module (PMM) in NPSP, it is important to use the appropriate tools for data import and deduplication to ensure data integrity and avoid duplication. The NPSP Data Importer is specifically designed for importing client information, including deduplication against existing records. The Data Import Wizard can be used for uploading program data, which may not require the same level of deduplication as client data.

Steps:

Prepare the client data, ensuring all necessary fields are included and formatted correctly.

Use the NPSP Data Importer to upload the client information, which includes built-in deduplication features to match against existing records.

Prepare the program data similarly, ensuring proper formatting and completeness.

Use the Data Import Wizard to upload the program data. This tool is suitable for handling bulk data uploads and does not inherently include deduplication, which is less critical for program data compared to client data.

For loading a large volume of records, such as approximately 3 million records, into Salesforce, the Bulk API is the most efficient method. The Bulk API is designed to handle large data sets by processing records asynchronously in batches, which reduces the load on Salesforce servers and ensures efficient data transfer. This API is optimized for data loading and extraction, making it ideal for high-volume data operations.