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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q28-Q33):
NEW QUESTION # 28
A nonprofit using NPSP wants to track all donations that go to a designated fund.
How should a consultant meet this requirement?
Answer: C
Explanation:
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
NEW QUESTION # 29
A nonprofit has high staff turnover in several key roles that use Salesforce. The nonprofit needs to improve training and adoption of Salesforce to maximize the value of its investment.
Which two standard Salesforce tools can quickly help new staff use Salesforce with only a Sales or Service Cloud license?
Choose 2 answers
Answer: C,D
Explanation:
To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:
In-App Guidance (B):
This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.
myTrailhead (D):
myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.
Steps to Implement:
Set Up In-App Guidance:
Navigate to Setup -> In-App Guidance.
Create prompts and walkthroughs tailored to the nonprofit's processes.
Deploy myTrailhead:
Customize and publish training content on myTrailhead.
Encourage staff to complete the training modules to improve their Salesforce skills.
Salesforce In-App Guidance Documentation
Salesforce myTrailhead Documentation
NEW QUESTION # 30
A nonprofit wants to send an event cancellation notice to 150 Salesforce contacts without a separate email service provider. It wants to manage bounces, resend the notice as needed, and view the send history on the Contact record.
Which option should a consultant recommend to meet the requirements?
Answer: D
Explanation:
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.
CertGod Nonprofit Cloud Consultant study guide: "Send List Email".
NEW QUESTION # 31
The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile.
What should the consultant do?
Answer: C
Explanation:
To track nested campaigns effectively, Salesforce Campaign Hierarchies can be utilized. Here are the steps to set this up:
Create Parent Campaign:
Create the top-level parent Campaign called "Friends of the Organization".
Create Sub-Campaigns:
Create sub-campaigns under the parent campaign for each hierarchical level: FY19, Capital Campaign, Annual Fund, Digital Donations, and Mobile.
Link each sub-campaign to its parent campaign using the Parent Campaign lookup field.
Configure Campaign Hierarchy Settings:
Ensure the Campaign Hierarchy settings are configured to allow for the desired depth of nested campaigns.
Track Campaign Performance:
Use Campaign Hierarchy reports to track the performance of each campaign within the hierarchy.
Analyze metrics such as total donations, engagement, and conversion rates at each level.
By creating a structured Campaign Hierarchy, the nonprofit can effectively track and manage complex campaign structures, gaining insights into performance at each level of the hierarchy.
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Campaign Management
NEW QUESTION # 32
An international nonprofit added a translated Relationship picklist value, but both Relationship records are displaying incorrectly.
What is the cause of this issue?
Answer: B
Explanation:
When an international nonprofit adds a translated Relationship picklist value but both Relationship records are displaying incorrectly, the likely cause is that the reciprocal relationship value is missing in the NPSP Settings tab.
Reciprocal Relationship Setup:
In NPSP (Nonprofit Success Pack), relationships between contacts often need to be reciprocal. For example, if Contact A is listed as "Parent" of Contact B, then Contact B should be automatically listed as "Child" of Contact A.
Configuration in NPSP Settings:
The NPSP Settings tab allows administrators to define reciprocal relationship mappings. If these mappings are not correctly defined, relationships may not display as expected.
Ensure the reciprocal relationship is added and mapped correctly in the NPSP Settings under the Relationships section.
NEW QUESTION # 33
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