Newly Released Salesforce Nonprofit-Cloud-Consultant Exam PDF

To track website visitors who download white papers, case studies, and impact reports, and subsequently pursue them as constituents, Pardot is the recommended solution. Pardot provides robust marketing automation features that can effectively manage and nurture leads. Here’s how to set it up:

Install Pardot:

Purchase Pardot and install it in your Salesforce org.

Configure Pardot Tracking:

Add Pardot tracking code to your website.

This code will track visitor behavior, including downloads of white papers, case studies, and impact reports.

Create Pardot Forms and Landing Pages:

Use Pardot to create forms and landing pages for visitors to fill out before they can download the assets.

These forms will capture visitor information and automatically create a prospect in Pardot.

Set Up Automation Rules:

Create automation rules in Pardot to add prospects to specific lists based on their behavior.

For example, create a rule to add a prospect to a "White Paper Download" list if they download a white paper.

Sync Pardot with Salesforce:

Ensure that Pardot is integrated with Salesforce to sync prospects as leads or contacts.

Use Salesforce campaigns to track these leads and monitor their progress.

Nurture Leads:

Use Pardot’s email marketing and nurturing capabilities to engage with these leads.

Track their interactions and score them based on their engagement to prioritize follow-ups.

By using Pardot, the nonprofit can efficiently track and engage website visitors, converting them into valuable constituents.

References:

Salesforce Pardot Documentation: Pardot Tracking Code

Salesforce Trailhead: Marketing Automation with Pardot

To ensure data hygiene and maintenance in Salesforce, it’s essential to follow best practices that help in keeping the data clean and organized. Here are the detailed steps:

Organize Reports into Appropriate Folders:

Navigate to the Reports tab.

Create folders for different types of reports (e.g., Fundraising, Program Management).

Move existing reports into these folders for better organization.

Run Health Check:

Navigate to Setup.

In the Quick Find box, type "Health Check".

Run the Health Check to evaluate your org’s security settings against Salesforce security baseline.

Review the findings and follow the recommendations to improve data security and compliance.

References:

"Organize Reports and Dashboards" from Salesforce Help: Organize Reports

"Salesforce Health Check" from Salesforce Help: Health Check

To ensure that the Donor Advised Fund (DAF) receives credit for donations, using Account Soft Credits is the best approach. Here’s how to set this up:

Navigate to NPSP Settings:

Go to Setup.

In the Quick Find box, type "NPSP Settings" and select it.

Configure Soft Credits:

In NPSP Settings, navigate to "Donations" -> "Soft Credits".

Ensure that soft credits are enabled for Accounts and Contacts.

Add Soft Credits on Opportunities:

When entering a donation, go to the Opportunity record.

Add a new soft credit for the DAF by selecting the appropriate Account (the financial institution housing the DAF).

Specify the role as "Donor Advised Fund" or similar.

Track and Report:

Use Opportunity reports to track soft credits and generate reports showing the contributions attributed to the DAF.

Using soft credits allows the organization to properly credit the DAF for donations without altering the primary donor records.

References:

"Managing Soft Credits in NPSP" from Salesforce Help: Soft Credits

"Tracking Donor-Advised Funds" from Salesforce.org: Donor-Advised Funds

For donors who prefer to have their recurring donations three times per year, follow these steps to create a custom installment period in NPSP:

Navigate to NPSP Settings:

Go to the App Launcher and search for "NPSP Settings".

Access Recurring Donations Settings:

In NPSP Settings, click on "Donations".

Select "Recurring Donations".

Create a Custom Installment Period:

Click on "Custom Installments".

Add a new custom installment period named "Tri-Yearly" or any other preferred name.

Define the specific details for this installment period, such as frequency and dates.

Add to Installment Picklist:

Ensure the new custom installment period is added to the Recurring Donation installment picklist.

Update existing recurring donations as needed to use the new installment period.

This customization allows the organization to accommodate donors who prefer tri-yearly installments.

References:

Salesforce NPSP Documentation: Recurring Donations

Salesforce Trailhead: Recurring Donations in NPSP