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[General] How to Prepare For NP-Con-101 Salesforce Certified Nonprofit Success Pack Consul

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【General】 How to Prepare For NP-Con-101 Salesforce Certified Nonprofit Success Pack Consul

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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q242-Q247):NEW QUESTION # 242
A nonprofit fundraiser notices that some of the NPSP calculated donation summary fields on the Contact and Account records are displaying incorrect values when compared to the donations recorded for each donor.
What are three items the consultant should review to troubleshoot the issue?
Choose 3 answers
  • A. Salesforce Optimizer report
  • B. Campaign Hierarchy
  • C. Customizable Rollups
  • D. Opportunity Stages
  • E. NPSP Health Check
Answer: C,D,E
Explanation:
To troubleshoot incorrect values in the NPSP calculated donation summary fields on Contact and Account records, the consultant should review the following:
Customizable Rollups:
Verify the settings and configuration of Customizable Rollups in NPSP. Incorrect configurations or mappings can lead to inaccurate summary values.
Ensure that the rollups are set up correctly to calculate totals based on the desired criteria.
Opportunity Stages:
Check the Opportunity stages to ensure they are correctly defined and assigned. Only certain stages (e.g., "Closed Won") should be included in donation summaries.
Misconfigured or incorrect stages can result in inaccurate summary calculations.
NPSP Health Check:
Run the NPSP Health Check to identify any potential configuration issues or data integrity problems.
The Health Check provides insights and recommendations to address common issues within NPSP.
Salesforce Nonprofit Success Pack Documentation on Customizable Rollups Salesforce Opportunity Stages Configuration Guide NPSP Health Check Documentation

NEW QUESTION # 243
A nonprofit needs to send automated renewal emails on a 30/60/90/180-day cadence. Each email template needs to be different based on the members' website visits.
Which solution should a consultant recommend?
  • A. Apex
  • B. Pardot
  • C. Workflow
  • D. Flow
Answer: B
Explanation:
To send automated renewal emails on a 30/60/90/180-day cadence with different email templates based on members' website visits, Pardot is the recommended solution:
Pardot for Email Automation:
Pardot is Salesforce's B2B marketing automation solution that can handle complex email automation requirements.
It allows you to create automated email campaigns based on specific triggers and criteria, such as website visits and renewal dates.
Setting Up Pardot Automation:
Create dynamic lists in Pardot that segment members based on their renewal dates (30/60/90/180 days).
Design and create different email templates for each segment.
Use Pardot's Engagement Studio to build automated workflows that send the appropriate email template to each segment based on the criteria.
Tracking and Reporting:
Pardot provides detailed tracking and reporting on email engagement, allowing you to monitor the effectiveness of your renewal campaigns.
Using Pardot, the nonprofit can create personalized and timely renewal emails, improving member engagement and renewal rates.
Salesforce Pardot Documentation
Trailhead: Automate Marketing to Businesses with Pardot

NEW QUESTION # 244
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. Web-to-Case
  • B. Digital Engagement
  • C. Experience Cloud
  • D. Einstein Bots
Answer: B
Explanation:
To provide support for clients through a real-time chat interface with a staff member, a consultant should recommend Digital Engagement.
Digital Engagement:
Salesforce Digital Engagement allows nonprofits to connect with their clients in real-time through various digital channels, including chat, messaging apps, and social media.
It integrates with Service Cloud to provide a seamless experience for both clients and support staff, enabling real-time interactions and efficient case management.
Benefits of Digital Engagement:
Provides a unified platform for managing multiple communication channels.
Enhances client experience by offering immediate support through live chat.
Facilitates better tracking and resolution of client issues with integrated case management.

NEW QUESTION # 245
A nonprofit runs a large scholarship program for high-school graduates. It wants to use Salesforce to help with accepting external scholarship applications, reviewing processes, and tracking requirements.
Which two solutions should the consultant recommend to meet this requirement?
Choose 2 answers
  • A. NPSP Opportunities with GAU Allocation
  • B. Experience Cloud
  • C. Web-to-lead form
  • D. Outbound Funds Module
Answer: B,D
Explanation:
To help a nonprofit run a large scholarship program using Salesforce for accepting external scholarship applications, reviewing processes, and tracking requirements, the following solutions are recommended:
Experience Cloud:
Experience Cloud allows the nonprofit to create a community or portal where external applicants can submit their scholarship applications.
It provides a user-friendly interface for applicants and reviewers to interact with the application process.
Steps to Implement Experience Cloud:
Set up an Experience Cloud site and customize it to match the nonprofit's branding.
Create forms and pages for application submission.
Enable user roles and permissions to control access for applicants and reviewers.
Outbound Funds Module:
The Outbound Funds Module (OFM) is specifically designed to manage the distribution of funds, such as scholarships.
It allows for tracking applications, managing review processes, and ensuring compliance with scholarship requirements.
Steps to Implement Outbound Funds Module:
Install and configure the Outbound Funds Module from the AppExchange.
Set up funding programs, grant types, and application criteria.
Use OFM's built-in features to manage the review and approval workflows.
These solutions provide a comprehensive and integrated approach to managing the scholarship program within Salesforce.
Salesforce Experience Cloud Documentation
Salesforce AppExchange: Outbound Funds Module
Nonprofit Success Pack (NPSP) Documentation

NEW QUESTION # 246
A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anything related to the Person Account model. What should the consultant advise?
  • A. Export all Person Account data, then create a help ticket asking Salesforce to uninstall Person Accounts, then install NPSP and reimport the data
  • B. Extract the Person Account data, uninstall Person Accounts, install NPSP and reimport the data.
  • C. Install NPSP in its Salesforce org and set the account model to Household Accounts and the record type to Person Accounts
  • D. Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance
Answer: D
Explanation:
To transition from Person Accounts to the Household Account model in NPSP and avoid interacting with Person Accounts, the recommended approach is to migrate to a new Salesforce NPSP org. Here's how:
Apply for a New Salesforce NPSP Org:
Contact Salesforce to apply for a new NPSP org.
Ensure the organization qualifies for the NPSP and request the necessary licenses.
Request License Transfer:
Work with Salesforce support to transfer existing licenses from the current org to the new NPSP org.
Export Data from Current Org:
Export all Person Account data, including Contacts, Accounts, Opportunities, and any other relevant records.
Use Salesforce Data Loader or another export tool to ensure a complete data export.
Prepare Data for Import:
Clean and prepare the exported data for import into the new org.
Map Person Account data to the appropriate fields in the Household Account model.
Import Data into New NPSP Org:
Use the NPSP Data Importer or Data Loader to import the cleaned data into the new org.
Ensure that all relationships and references are correctly mapped and maintained during the import process.
This method ensures a clean transition to the Household Account model without the complications of dealing with Person Accounts in the original org.
Salesforce NPSP Documentation: Account Models
Salesforce Trailhead: Data Import Strategies

NEW QUESTION # 247
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