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Printable Salesforce Nonprofit-Cloud-Consultant PDF, Trustworthy Nonprofit-Cloud

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Printable Salesforce Nonprofit-Cloud-Consultant PDF, Trustworthy Nonprofit-Cloud

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q86-Q91):NEW QUESTION # 86
A nonprofit using NPSP performs m-person case management for new and existing clients in the field. When case managers return to the office, they need to enter over 100 contacts from a spreadsheet, and then create a Case for each.
What should the consultant recommend to meet the requirement?
  • A. Use Data Import Wizard to insert Contacts and related Cases.
  • B. Install Case Management to upsert Contacts and relate them to Cases.
  • C. Create a web-to-case form that case managers will use to record the contact details.
  • D. Configure NPSP Data Importer to upsert Contacts with related Cases.
Answer: D
Explanation:
For entering a large number of contacts from a spreadsheet and creating related cases for each contact, the NPSP Data Importer is the best tool. It allows for configuring upserts (updates or inserts) for Contacts and linking them to related records such as Cases.
Steps:
Prepare the spreadsheet with the necessary data for Contacts and Cases, ensuring all required fields are included.
Open the NPSP Data Importer in Salesforce.
Map the fields in the spreadsheet to the appropriate Salesforce fields for Contacts and Cases.
Configure the importer to upsert Contacts and create related Cases based on the spreadsheet data.
Run the import process and verify the data in Salesforce to ensure all Contacts and Cases are correctly created and linked.
Reference:
CertGod Nonprofit Cloud Consultant Guide: Describes the use of the NPSP Data Importer for bulk data operations and linking related records.
Salesforce Documentation on NPSP Data Importer: Provides instructions on setting up and using the Data Importer for complex data migrations.

NEW QUESTION # 87
A nonprofit has engaged a consultant to help export detailed accounting transactions to its existing external financial system using Accounting Subledger Starter Edition. The nonprofit requires export of all pledges when they are booked. Which solution should the consultant recommend?
  • A. Upgrade to Accounting Subledger Growth Edition.
  • B. Set "Pledged" stage to "Committed" in Stage to State Mapping.
  • C. Set "Pledged" stage to "Finalized" in Stage to State Mapping.
  • D. Use Flow to create Ledger Entries on Opportunity update.
Answer: B
Explanation:
Accounting Subledger (ASL) is designed to bridge the gap between Fundraising (Salesforce) and Finance (General Ledger). It uses a "Stage to State" mapping to determine when a fundraising record is ready to be processed as an accounting transaction.
In the Starter Edition of ASL, the system looks for specific "States" to trigger record creation:
* Committed: This state indicates that a donor has made a formal promise to give (a Pledge), but the cash has not necessarily been received yet. In accounting terms, this creates an Accounts Receivable entry.
* Finalized: This state usually indicates that the cash has been received and the transaction is closed.
The Solution for Pledges:
To meet the requirement of exporting pledges "when they are booked," the consultant must map the organization's "Pledged" Opportunity stage to the Committed Accounting State.
Step-by-Step Configuration:
* Navigate to Accounting Subledger Settings.
* Go to Stage to State Mapping.
* Locate the Pledged stage (or whatever custom stage the nonprofit uses for booked pledges).
* Map this stage to Committed.
* Save the settings and run the subledger job.
Once this mapping is in place, as soon as an Opportunity is moved to the "Pledged" stage, ASL will generate Ledger Entries that reflect the revenue as "Committed." These entries can then be exported to the external financial system to record the expected income on the organization's books.

NEW QUESTION # 88
A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model. What action should the consultant take?
  • A. Run the NPSP Health Check Tool
  • B. Run the Lightning Readiness Assessment
  • C. Run the Data Quality Analysis Dashboard
  • D. Run the Salesforce Optimizer
Answer: C
Explanation:
After migrating to a Nonprofit Success Pack (NPSP) Salesforce org, it's essential to ensure that all migrated Accounts are consistent with the chosen account model. The Data Quality Analysis Dashboard is a vital tool for this purpose.
* Data Quality Analysis Dashboard:
* This dashboard provides comprehensive insights into data quality across the org.
* It helps identify inconsistencies, missing data, and discrepancies in Account records.
* Steps to Ensure Consistency:
* Run the Data Quality Analysis Dashboard:
* Navigate to NPSP Settings and select the Data Quality Analysis Dashboard.
* Review the results to identify any Accounts that do not conform to the expected account model.
* Address Identified Issues:
* Correct any identified discrepancies by updating the Account records to align with the chosen model (e.g., Household Account Model).
* Regular Monitoring:
* Schedule regular runs of the Data Quality Analysis Dashboard to maintain data integrity over time.
* Benefits of Consistency:
* Ensures accurate reporting and analytics.
* Improves data integrity and usability across the organization.
* Facilitates better donor and constituent management.
* Complementary Tools:
* While the Data Quality Analysis Dashboard is primary, tools like the NPSP Health Check Tool and Salesforce Optimizer can provide additional insights into overall org health and performance.
References:
CertGod Nonprofit Cloud Consultant study guide: "Run the Data Quality Analysis Dashboard".

NEW QUESTION # 89
The VP of Development wants to track the nonprofit organization's six campaigns nested within each other:
Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile.
What should the consultant do?
  • A. Suggest consolidating at least one of the Campaigns so that it is within the Campaign Hierarchy limit.
  • B. Create a custom lookup field, "Related Campaign" on the Campaign object.
  • C. Suggest changing the order of the hierarchy.
  • D. Create a Campaign Hierarchy with the parent Campaign record as, "Friends of the Organization"
Answer: A

NEW QUESTION # 90
During requirements gathering with a nonprofit, the consultant discovers that the customer only works with individual contributors and volunteers (not companies or organizations). The consultant considers using Person Accounts with NPSP so that the customer can track its individual's as accounts. What is the best practice regarding Person Accounts?
  • A. Ensure that the Person Account record type is set as the default record type for the profile of the user who is converting the lead if the customer is planning to do lead conversion
  • B. Person Accounts should be tested in NPSP, and can be turned off if it does not work as intended
  • C. Person Accounts were not designed to work with NPSP, and is not supported for use with NPSP
  • D. Ensure the Person Account record type is selected as the Household record type in NPSP Settings
Answer: C
Explanation:
Person Accounts were not designed to work with the Nonprofit Success Pack (NPSP) and are not supported for use with NPSP. The best practice is to avoid using Person Accounts in NPSP. Here's why:
* Incompatibility with NPSP Features:
* NPSP is designed to use the Household Account model to manage individual donors and contacts.
* Person Accounts can conflict with NPSP's data model and features, such as customizable rollups and relationship management.
* Limited Support:
* Salesforce and the NPSP community provide limited support for Person Accounts within the NPSP context.
* Using Person Accounts may result in difficulties obtaining support and resolving issues that arise.
* Best Practices for Nonprofits:
* Nonprofits are encouraged to use the Household Account model to track individual contributors and volunteers.
* This model offers better integration with NPSP's built-in functionalities, such as donation tracking, engagement plans, and reporting.
* Data Model Alignment:
* Aligning with the Household Account model ensures data consistency and full utilization of NPSP features.
* It simplifies data management and reporting by adhering to the NPSP's standardized structure.
Salesforce NPSP Documentation: Account Models
Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

NEW QUESTION # 91
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