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| Section | Weight | Objectives |
|---|---|---|
| Donations and Fundraising Management | 20% | - Payment Methods and Processing - Donation Management - Donations Batch Processing - Grant Management - Recurring Donations (Recurring GAU) - Opportunity and GAU Configuration |
| Analytics and Reporting | 15% | - Reports and Dashboards for Nonprofits - Success Metrics Definition - Nonprofit Reporting Templates - Custom Report Types - Rollup Summary Fields |
| NPSP Configuration and Development | 25% | - Affiliations Configuration - Relationships Management - NPSP Settings and Preferences - Contacts and Households - Data Model Design for Nonprofits - Account Model Configuration |
| Solution Design and Implementation | 20% | - Requirements Gathering - Data Migration Strategies - Integration with External Systems - Customization vs Configuration Decisions - NPSP Best Practices - User Adoption and Training Planning |
| Constituent Management | 20% | - Affiliations and Memberships - Segmentations and Campaigns - Relationships and Groupings - Contact and Organization Records - Household Management |
1. A system admin is trying to figure whether the nonprofit's internal release schedule conflicts with either Salesforce.com or Salesforce.org major releases.
What are two facts about Salesforce.org major releases the consultant could share with the admin?
Choose 2 answers
A) The Salesforce.org release schedule can be found on the Salesforce Trust website.
B) The Salesforce.org release schedule can be found on the SFDO Major Release Announcements group.
C) Salesforce.org major releases follow the same schedule as Salesforce.com releases.
D) Salesforce.org major releases arrive approximately one month after Salesforce.com releases.
2. A nonprofit wants its staff to spend most of their time in Salesforce. but the staff needs access to several other applications as well. The nonprofit wants a solution that allows staff to use other applications without leaving Salesforce.
How should the consultant integrate these applications?
A) Implement Salesforce Canvas
B) Configure External Objects
C) Implement Distributed Marketing
D) Configure External Data Sources
3. A nonprofit wants to run an enrollment report for its education classes.
Which Program Management Module object should the consultant use to build the report?
A) Service Delivery
B) Program Engagement
C) Service
D) Program Cohort
4. A gift officer is entering donations and wants to track that the donor responded to the most recent direct mail campaign.
Which feature should the consultant configure to record the donor's campaign response?
A) Custonwable Rollups
B) Sales Process
C) Automatic Campaign Member Management
D) Customizable Campaign Influence
5. A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project. What should a consultant recommend for the foundation to track progress?
A) Create a Campaign hierarchy for project and year.
B) Create reports with bucketing and filters.
C) Create a process that populates custom fields for each year and project on Opportunities.
D) Create a custom object for year and a custom object for project to track.
Solutions:
| Question # 1 Answer: B,D | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: C | Question # 5 Answer: A |
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