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Which two scenarios should be included in a Salesforce-recommended V2MOM?
A. Virtues
B. Milestones
C. Metrics
D. Objectives
E. Vision
Answer: C,E
Explanation:
V2MOM (Vision, Values, Methods, Obstacles, and Measures) is a framework used by Salesforce to align teams and ensure successful project outcomes. The recommended elements for a V2MOM include:
Vision:
Defines what you want to achieve.
It sets the direction and purpose of the project or initiative.
Example: "To increase donor engagement by 20% over the next fiscal year." Metrics (Measures):
Describes how you measure success.
Includes quantifiable indicators that help track progress toward the Vision.
Example: "Number of new donors acquired, donor retention rate, total funds raised." Values:
Although not explicitly listed as an answer option, values are an integral part of the V2MOM framework. They define what is important and guide the behaviors needed to achieve the Vision.
Methods:
Specifies the actions and steps needed to achieve the Vision.
Example: "Implement a new donor management system, conduct quarterly donor engagement surveys." Obstacles:
Identifies potential challenges and how to overcome them.
Example: "Limited staff resources, data migration issues."
Inclusion of Metrics and Vision:
Metrics and Vision are critical as they set the overall goal and how success will be measured, ensuring clarity and alignment across the team.
CertGod Nonprofit Cloud Consultant study guide: "Vision and Metrics are essential components of a Salesforce-recommended V2MOM"¡¾22:5†source¡¿.
NEW QUESTION # 79
A large nonprofit is a social enterprise that functions like a for-profit corporation. The funding the nonprofit tracks in Salesforce only comes from corporations. The nonprofit needs to manage Leads and track its Opportunity pipeline.
Which account model should the consultant recommend'
A. Standard Account Model without NPSP
B. Individual Account Model in N9SP
C. One-to-One Account Model in NPSP
D. Person Account Model without NPSP
Answer: A
Explanation:
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
NEW QUESTION # 80
A donor has committed to give a consistent amount every month. The nonprofit wants to update the schedule to reflect one-time adjustments to this amount.
What should the consultant recommend to record the regular donations correctly7
A. Create scheduled Payments.
B. Clone Opportunities with Payments.
C. Implement Enhanced Recurring Donations.
D. Create a process using Process Builder.
Answer: C
Explanation:
Enhanced Recurring Donations in NPSP allows nonprofits to manage recurring donations more flexibly, including making one-time adjustments to the donation amounts. This feature provides a robust way to handle scenarios where donors want to change their regular giving amounts temporarily.
Steps to Implement:
Enable Enhanced Recurring Donations:
Navigate to NPSP Settings -> Donations -> Recurring Donations.
Enable Enhanced Recurring Donations.
Set Up Recurring Donations:
Create a Recurring Donation record for the donor, specifying the regular donation amount and schedule.
Use the Enhanced Recurring Donations feature to adjust the schedule and amounts as needed.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Manage Recurring Donations in NPSP
NEW QUESTION # 81
A nonprofit has asked a consultant to configure Lightning Record Pages to optimize the user interface.
Which two resources should the consultant use to ensure the nonprofit staff are up to date on the latest Salesforce platform features and best practices?
Choose 2 answers
A. Salesforce Help
B. Salesforce Known Issues
C. Power of Us Hub
D. Trailhead
Answer: C,D
Explanation:
To keep nonprofit staff up to date on the latest Salesforce platform features and best practices, the following resources are recommended:
Trailhead:
Trailhead is Salesforce's free, interactive learning platform. It offers modules, projects, and trails that cover new features, best practices, and hands-on activities to help users learn and apply Salesforce skills.
Regularly check Trailhead for new content related to Salesforce updates and best practices.
Power of Us Hub:
The Power of Us Hub is an online community specifically for Salesforce.org users, including nonprofits. It provides a wealth of resources, discussions, and updates about Nonprofit Cloud and related Salesforce features.
Join the Power of Us Hub to stay informed about new features, best practices, and upcoming releases.
Trailhead: trailhead.salesforce.com
Power of Us Hub: powerofus.force.com
NEW QUESTION # 82
A nonprofit admin notices that case managers are failing to gather required information when qualifying new beneficiaries for its programs.
Which Salesforce automation tool should the nonprofit use to collect the correct data?
A. Salesforce Flow
B. Workflow
C. Process Builder
D. Approval Process
Answer: A
Explanation:
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
NEW QUESTION # 83
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