Nonprofit-Cloud-Consultant Premium Exam Questions

Enhanced Recurring Donations in NPSP allows nonprofits to manage recurring donations more flexibly, including making one-time adjustments to the donation amounts. This feature provides a robust way to handle scenarios where donors want to change their regular giving amounts temporarily.

Steps to Implement:

Enable Enhanced Recurring Donations:

Navigate to NPSP Settings -> Donations -> Recurring Donations.

Enable Enhanced Recurring Donations.

Set Up Recurring Donations:

Create a Recurring Donation record for the donor, specifying the regular donation amount and schedule.

Use the Enhanced Recurring Donations feature to adjust the schedule and amounts as needed.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Manage Recurring Donations in NPSP

A key process of the Lean Governance Framework recommended for ensuring compliance, assessing risk, and rolling out a successful implementation is the Software Development Lifecycle (SDLC).

Software Development Lifecycle (SDLC):

SDLC is a framework that defines the processes and stages involved in software development from initial planning through to deployment and maintenance.

Implementing SDLC as part of Lean Governance ensures that all software changes are thoroughly planned, tested, and reviewed, reducing the risk of errors and ensuring compliance with organizational standards.

When donation totals on donor records are not showing correctly in NPSP, one common issue is that the Customizable Rollups might be configured incorrectly. Specifically, it's crucial to verify that the correct target custom field is chosen for the rollup calculations.

Steps to Troubleshoot:

Check Customizable Rollups Settings:

Navigate to NPSP Settings -> Donations -> Customizable Rollups.

Review the rollup configurations to ensure that the correct fields are selected as targets for the rollup calculations.

Verify Target Fields:

Confirm that the fields where the totals should appear are correctly mapped in the rollup settings.

Ensure there are no discrepancies or misconfigurations that might cause incorrect calculations.

Review Opportunity Primary Contact:

While the primary contact verification is less likely to affect donation totals directly, it’s good practice to check that the opportunities are correctly associated with the primary contacts.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Configure Customizable Rollups in NPSP

Salesforce.org major releases are typically scheduled to follow Salesforce.com releases by about one month. This staggered release schedule allows nonprofits to prepare for updates and ensures that they can address any potential conflicts with their internal release schedules. The Salesforce.org release schedule is available on the SFDO Major Release Announcements group, which provides detailed information on upcoming releases and related resources.

Steps:

Inform the system admin that Salesforce.org releases follow Salesforce.com releases by approximately one month.

Direct the system admin to the SFDO Major Release Announcements group for the latest release schedule information.

Encourage the admin to plan internal releases accordingly to avoid conflicts with major Salesforce updates.

Stay informed about upcoming releases and leverage available resources to ensure smooth transitions.

References:

CertGod Nonprofit Cloud Consultant Guide: Provides information on the release schedules and where to find them​​.

Salesforce.org Major Release Announcements Group: Source for detailed release schedules and updates.