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| Section | Weight | Objectives |
|---|---|---|
| Donations and Fundraising Management | 20% | - Payment Methods and Processing - Donations Batch Processing - Opportunity and GAU Configuration - Recurring Donations (Recurring GAU) - Grant Management - Donation Management |
| Solution Design and Implementation | 20% | - Integration with External Systems - Requirements Gathering - Data Migration Strategies - User Adoption and Training Planning - Customization vs Configuration Decisions - NPSP Best Practices |
| Analytics and Reporting | 15% | - Success Metrics Definition - Rollup Summary Fields - Reports and Dashboards for Nonprofits - Custom Report Types - Nonprofit Reporting Templates |
| Constituent Management | 20% | - Relationships and Groupings - Contact and Organization Records - Household Management - Affiliations and Memberships - Segmentations and Campaigns |
| NPSP Configuration and Development | 25% | - Contacts and Households - Account Model Configuration - Affiliations Configuration - NPSP Settings and Preferences - Data Model Design for Nonprofits - Relationships Management |
1. A nonprofit has purchased Accounting Subledger. Donations are imported from many sources and updated by staff frequently. The nonprofit wants to configure Accounting Subledger so only the appropriate records are created and available to be exported to finance.
How should the consultant configure Ledger Entries to limit the records exported to finance?
A) Configure a Sales Process.
B) Configure Path on Opportune
C) Configure report to filter by stage.
D) Configure Stage to State Mapping.
2. A consultant is setting up several integrations for a nonprofit.
What strategy could the consultant implement to help prevent interruptions between the integration and Salesforce?
A) Create the integration using the SOAP API with My Domain enabled.
B) Use the REST API with the REST Explorer to set up the integration.
C) Use the System Admin's user account for integrations.
D) Create a user account solely for integrations.
3. A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofit has hired a consultant to upload data to the NPSP Affiliations object. What is the correct order for uploading the donors' employment information?
A) Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information
B) Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field
C) Insert Affiliation records, export Contact records, export Account records, upsert Contact records
D) Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field
4. 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) Configure External Data Sources
B) Implement Salesforce Canvas
C) Configure External Objects
D) Implement Distributed Marketing
5. A nonprofit uses Salesforce for fundraising and now wants to provide support for clients through a real-time chat interface with a staff member.
What should the consultant recommended?
A) Digital Engagement
B) Experience Cloud
C) Web-to-Case
D) Einstein Bots
Solutions:
| Question # 1 Answer: D | Question # 2 Answer: D | Question # 3 Answer: A | Question # 4 Answer: B | Question # 5 Answer: A |
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