Salesforce Certified Nonprofit Success Pack Consultant (NP-Con-101) Exam Practice Test

Answer : C

To send a mailing to all clients and track who was sent the invitation and who responded, you should use Campaigns in NPSP. Here's how to set it up:

Create a Campaign:

Navigate to the Campaigns tab.

Click 'New Campaign' and fill out the necessary details such as Campaign Name (e.g., 'Workforce Development Program Invite').

Filter List View for Clients:

Go to the Contacts tab.

Create a new list view or filter an existing one to include only clients. This might include adding filters for criteria that identify clients, such as specific Account Record Types or custom fields.

Add Contacts to Campaign:

Select all the clients in the list view.

Use the 'Add to Campaign' button to add these Contacts to the previously created Campaign.

Track Responses:

After sending the invitations, track responses by updating the Campaign Member Status. This can be done manually or through an automated process if you have integrated email tracking.

Create a Campaign Report:

Go to the Reports tab.

Create a new report using the 'Campaigns with Campaign Members' report type.

Filter the report to show the specific Campaign and the statuses of the Campaign Members (e.g., 'Sent', 'Responded').

This process ensures that the nonprofit can track who the invitations were sent to and who has responded, providing a clear view of the engagement for the workforce development program.

'Campaign Management in NPSP' from Salesforce Help: Campaign Management

'Creating and Managing Campaigns' from Salesforce.org: Campaigns Guide

Answer : A

For a large nonprofit that functions like a for-profit corporation and tracks funding exclusively from corporations, the Standard Account Model without NPSP is the most suitable choice. This model allows the nonprofit to manage Leads and track its Opportunity pipeline effectively, focusing on corporate accounts.

Benefits of the Standard Account Model:

Simplicity: The Standard Account Model is straightforward and designed for organizations that do not need the additional features provided by NPSP.

Corporate Focus: It is well-suited for managing corporate accounts and opportunities without the additional complexities of individual or household account models.

Steps to Implement:

Set Up Standard Account Model:

Use the default Salesforce setup for Accounts, Contacts, Leads, and Opportunities.

Customize as Needed:

Customize the standard objects and fields to align with the nonprofit's specific requirements for tracking corporate funding.

Salesforce Standard Account Model Documentation

Salesforce Trailhead: Manage Accounts and Opportunities

Answer : C

When a nonprofit organization is informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists, the appropriate action is to select the 'Deceased' field on the donor's contact record. Here's how to do it:

Navigate to the Contact Record:

Go to the Contacts tab in Salesforce.

Search for the donor's contact record and open it.

Select the Deceased Field:

Locate the 'Deceased' checkbox on the contact record.

Check the box to mark the contact as deceased.

Additional Actions:

Ensure that any automated processes or workflows related to email and mailing lists exclude contacts marked as deceased.

Update any relevant lists or segments to remove the deceased donor from future communications.

Implications of Marking a Contact as Deceased:

The contact will no longer be included in email or direct mail campaigns.

The contact record is retained in Salesforce for historical and reporting purposes, preserving donation history and other relevant information.

Salesforce NPSP Documentation: Managing Contact Records

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

Answer : A, C

To track a check that includes donations from several donors for a specific program, the consultant should configure GAU Allocations and Partial Soft Credits in NPSP. Here's why:

GAU Allocations:

General Accounting Unit (GAU) Allocations are used to track how donations are allocated across different programs or funds.

This feature allows the nonprofit to specify which portion of the check is designated for the specific program, providing clear tracking and reporting.

Partial Soft Credits:

Partial Soft Credits can be used to attribute portions of a single donation to multiple donors.

This feature allows the nonprofit to recognize each donor for their contribution while keeping the accounting of the total donation intact.

Salesforce NPSP Documentation on GAU Allocations

Salesforce NPSP Documentation on Soft Credits

Answer : B

Integrating an external event management system with Salesforce can be efficiently achieved using a middleware tool. Middleware tools are designed to facilitate communication and data transfer between different systems, automating processes and ensuring data consistency.

Middleware Tools:

Middleware tools like Mulesoft, Dell Boomi, or Jitterbit are commonly used to integrate Salesforce with external systems.

They offer robust functionalities for data transformation, real-time integration, and scheduled data synchronization.

Integration Process:

Data Mapping: Define how data fields in the event management system correspond to Salesforce fields.

API Connectivity: Set up API connections between the event management system and Salesforce using the middleware tool.

Automation: Schedule daily data transfers to automatically send event and attendee data to Salesforce, creating Campaigns and Campaign Members.

Advantages:

Real-time Data Transfer: Ensure that data is updated in real-time or at scheduled intervals without manual intervention.

Data Consistency: Middleware tools help maintain data consistency and integrity across systems.

Scalability: Easily handle large volumes of data and complex integration requirements.

Implementation Steps:

Choose a middleware tool based on the organization's requirements and budget.

Configure the tool to connect to the event management system and Salesforce.

Map the data fields and set up the necessary transformations.

Test the integration thoroughly before going live.

CertGod Nonprofit Cloud Consultant study guide: 'Consider using a middleware tool to integrate the event management system with Salesforce'22:13source.

Answer : D

To ensure that case managers gather all required information when qualifying new beneficiaries, Salesforce Flow is the most effective automation tool:

Create a Flow:

In Salesforce Setup, navigate to 'Flow Builder' and create a new Flow.

Choose a 'Screen Flow' to guide users through the data entry process.

Design the Flow:

Add screens to the Flow that contain fields for all the required information. Use validation rules to ensure required fields are completed before proceeding to the next screen.

Use logic elements like decisions and assignments to handle conditional data collection based on previous inputs.

Deploy the Flow:

Embed the Flow on the Lightning Record Page for case managers to use when qualifying new beneficiaries.

Ensure the Flow is easily accessible and part of the standard workflow for case managers.

Training and Support:

Provide training for case managers on how to use the Flow.

Monitor usage and collect feedback to make any necessary adjustments.

Salesforce Flow provides a guided, interactive way to ensure all required information is collected consistently.

Salesforce Documentation: Flow Builder Guide

Trailhead Module: Automate Your Business Processes with Lightning Flow

Answer : A, C, E

Governance is critical in a Salesforce implementation project for several reasons:

Cost Savings:

Effective governance helps prevent costly mistakes and rework by ensuring that all project activities align with the overall objectives and best practices.

It also ensures efficient resource utilization and minimizes waste.

Security:

Governance frameworks include policies and procedures to safeguard data and ensure compliance with legal and regulatory requirements.

It ensures that proper security measures are in place to protect sensitive information, which is crucial for nonprofit organizations.

Delivery Speed:

With governance, there are clear roles, responsibilities, and processes which streamline decision-making and reduce delays.

It enables quicker resolution of issues and ensures that the project stays on track, leading to faster delivery.

Steps to Emphasize Governance:

Establish a governance committee that includes key stakeholders.

Define clear governance policies and procedures.

Regularly review and adjust the governance framework as needed to ensure continuous alignment with project goals.

By emphasizing these points, the consultant can highlight the importance of governance in ensuring the success of the Salesforce implementation.

Salesforce Governance Documentation

Trailhead Module: Salesforce Governance Basics