Nonprofit-Cloud-Consultant Exam Dumps - Salesforce Nonprofit Cloud Consultant Questions and Answers

https://powerofus.force.com/s/article/NPSP-Merging-Contacts

When using the NPSP Contact Merge functionality, any empty Household Accounts that do not have associated Contacts or Opportunities are automatically deleted. This is likely the cause of the reduction in the number of household accounts noticed by the system administrator.

Steps to Verify:

Check Merge Settings:

Review the settings and configuration of the NPSP Contact Merge process to understand its behavior regarding empty Household Accounts.

Review Audit Logs:

Check the Salesforce audit logs to see the details of the merge operations and confirm that empty Household Accounts were deleted.

Restore if Necessary:

If the deletion of empty Household Accounts was unintended, use data recovery options to restore any necessary records.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Merge Duplicate Records in Nonprofit Success Pack

https://trailhead.salesforce.com/en/content/learn/modules/campaign-management-with-nonprofit-success-pack/manage-campaign-responses

To track that a donor responded to the most recent direct mail campaign, the consultant should configure the Automatic Campaign Member Management feature. This feature in NPSP helps automatically manage Campaign Memberships based on related opportunities, streamlining the process of tracking campaign responses.

Steps to Configure:

Enable Automatic Campaign Member Management:

Navigate to NPSP Settings -> Donations -> Campaigns.

Enable Automatic Campaign Member Management.

Link Opportunities to Campaigns:

Ensure that when entering donations, the related Opportunity records are linked to the appropriate Campaigns.

This linkage will automatically update the Campaign Member records to reflect the donor’s response to the campaign.

Verify Campaign Membership:

Check the Campaign Member records to ensure that the donors are correctly marked as having responded to the campaign based on the linked Opportunities.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Track Campaign Responses with NPSP

To retain the legacy system's 150 donation appeal source codes as historical data in NPSP, you should follow these steps:

Create Campaigns for Each Legacy Source Code:

Navigate to the Campaigns tab in Salesforce.

Create a new Campaign for each of the 150 legacy source codes.

Name the Campaigns according to the source codes for easy identification.

Prepare Your Import Data:

Ensure that your import data includes a column for Campaigns, where you can map each donation to the corresponding legacy source code Campaign.

Import Contacts and Opportunities:

Use the Data Import Wizard or Data Loader to import your Contacts and Opportunities.

During the import process, map the source code field in your data to the appropriate Campaign in Salesforce.

Relate Contacts and Opportunities to Campaigns:

Ensure that each Contact and Opportunity record is related to the correct Campaign representing the legacy source code.

By organizing your legacy source codes into Campaigns and mapping your import data accordingly, you can effectively retain and manage historical donation appeal source codes in NPSP.

References:

Nonprofit Success Pack (NPSP) Data Import documentation.

Salesforce documentation on Campaigns and data import processes.

When using the Data Import Wizard with the NPSP Data Importer and noticing that the Mailing Street address field was missing on all records after import, one likely cause is incomplete data in the CSV file. Here’s a detailed explanation:

Check the CSV File:

Open the CSV file that was uploaded.

Verify if the Mailing Street address column contains complete and properly formatted data for all rows.

Ensure Completeness:

Ensure that there are no missing values or improperly formatted addresses in the Mailing Street column.

Even a single missing value can cause the entire column to be skipped during import.

Re-import Data:

Correct any incomplete or missing data in the CSV file.

Use the Data Import Wizard again to re-import the corrected file.

Verify Field Mappings:

During the import process, ensure that the Mailing Street field is correctly mapped to the appropriate Salesforce field.

By ensuring the completeness and correctness of the data in the CSV file, you can avoid issues where fields are missing after import.

References:

Salesforce Data Import Wizard Guide: Data Import Wizard.

When encountering an issue while configuring Nonprofit Cloud Case Management, the consultant should first check Salesforce Help to see if it is a documented issue. Salesforce Help provides extensive documentation, release notes, and known issues, making it a reliable source for troubleshooting.

Steps to Check:

Salesforce Help:

Navigate to Salesforce Help & Training.

Search for the specific issue or error message.

Review any available documentation, known issues, and suggested resolutions.

Additional Resources:

If the issue is not documented in Salesforce Help, the consultant can also check the Trailblazer Community for discussions and solutions provided by other users.

References:

Salesforce Help & Training

Salesforce Trailhead: Salesforce Help Resources

To configure Salesforce to handle recurring volunteer schedules, the Volunteer Recurrence Schedules feature in Volunteers for Salesforce (V4S) is the ideal solution. Here's a step-by-step guide:

Install Volunteers for Salesforce: If not already installed, you need to install the Volunteers for Salesforce package from the Salesforce AppExchange.

Navigate to Volunteer Jobs: Go to the Volunteers tab and create or select a Volunteer Job that requires a recurring schedule.

Set Up Volunteer Recurrence Schedules:

In the Volunteer Job record, find the "Recurrence Schedules" related list.

Click "New Volunteer Recurrence Schedule."

Define the recurrence pattern, such as weekly, and specify the start and end times for the volunteer shifts.

Assign Volunteers to Recurrence Schedules:

Once the recurrence schedule is created, assign volunteers to this schedule.

Volunteers assigned to a recurrence schedule will automatically be registered for the specified shifts without the need to sign up repeatedly.

Review and Manage:

Periodically review the schedules to ensure they align with any changes in volunteer availability or job requirements.

By using Volunteer Recurrence Schedules, the nonprofit can efficiently manage volunteers who work on a regular basis without needing them to sign up for each shift manually. This feature ensures that the volunteer management process is streamlined and volunteers have a consistent schedule.

References:

Salesforce Volunteers for Salesforce Documentation: This official documentation provides detailed instructions on setting up and managing volunteer schedules. Salesforce V4S Documentation.

To create a report of all memberships that will expire in exactly 30 days, the consultant should filter the report on Membership End Date using the condition "Membership End Date equals NEXT 30 DAYS and does not equal NEXT 29 DAYS." This ensures that the report includes only those memberships expiring exactly on the 30th day, excluding those that expire earlier or later.

References:

Salesforce Reporting and Dashboards Guide

Salesforce Nonprofit Cloud Consultant Study Guide

When preparing for an upcoming NPSP release and wanting to validate customizations, the consultant can take the following approaches:

Test Customizations in an Updated Sandbox (A):

Update the sandbox to the latest release of NPSP.

Deploy the customizations to the updated sandbox and thoroughly test them to ensure compatibility with the new release.

Configure a Scratch Org with NPSP Dependency and Test Customizations (D):

Set up a new scratch org using Salesforce DX and include the NPSP dependency.

Deploy the customizations to the scratch org and test them to validate their functionality with the latest NPSP release.

Steps to Implement:

Update Sandbox:

Refresh the sandbox and ensure it is on the same version as the upcoming NPSP release.

Deploy and test the customizations in the sandbox environment.

Set Up Scratch Org:

Use Salesforce DX to create a scratch org with the necessary NPSP configurations.

Deploy the customizations to the scratch org and perform testing.

References:

Salesforce Developer Documentation on Sandboxes and Scratch Orgs

Salesforce Trailhead: Salesforce DX and Development Environments

To allow volunteers to update their contact information on the nonprofit's website using Volunteers for Salesforce (V4S), follow these steps:

Access Setup:

Navigate to Setup in Salesforce.

Enable Guest User Permissions:

Go to Sites and Domains > Sites.

Click on the site label for your volunteer portal.

Click on Public Access Settings.

Under Field Permissions, make sure the necessary fields (like Contact fields) have the correct read and write permissions for the guest user profile.

Grant Guest Users Update Access:

Ensure that "Grant Guest Users Update Access" is checked. This setting allows guest users, typically those who access your site without logging in, to update certain fields like their contact information.

Test the Configuration:

As a volunteer, navigate to the relevant page on the nonprofit's website.

Test updating the contact information to ensure that the changes are correctly reflected in Salesforce.

This configuration allows volunteers to update their contact details directly from the website, ensuring that the information in Salesforce is always up-to-date.

References:

Salesforce Help Documentation: Sites and Public Access Settings.

When implementing Salesforce Shield Platform Encryption with NPSP, there are several key considerations:

Role Name Field on Partial Soft Credit Object:

If the Role Name field on the NPSP Partial Soft Credit object is encrypted, the nightly Soft Credit rollups will fail. This is because the rollup process relies on accessing this field, and encryption can interfere with its functionality.

MergeContacts List Button:

The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted. The merging process requires access to the Contact Name to identify and merge records accurately, which encryption can prevent.

Custom Unique Id Matching:

NPSP Data Import cannot perform Custom Unique Id matching on Accounts and Contacts if the field used for matching is encrypted. This limitation arises because the encryption prevents the import process from accurately comparing and matching the encrypted values.

These considerations highlight the impact of encryption on certain NPSP functionalities, and it is important to plan accordingly when implementing Shield Platform Encryption.

References:

Salesforce Shield Platform Encryption Documentation

Nonprofit Success Pack (NPSP) Documentation on Data Import and Soft Credits