Pass the Salesforce Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant Questions and answers with CertsForce

Changes to Engagement Plan Templates in Salesforce only affect newly created Engagement Plans. Here’s why:

Template Changes Application:

When an Engagement Plan Template is modified, the changes are not retroactively applied to existing Engagement Plans. Only new plans created after the modification will reflect the changes.

Create New Engagement Plans:

For the development manager to see the changes, new Engagement Plans need to be created using the updated template. Existing plans will retain the configuration they had at the time of creation.

Communicate Changes:

Inform relevant stakeholders about this behavior to manage expectations and plan accordingly. Consider cloning existing Engagement Plans if updates are necessary, applying the new template configurations.

Review Documentation:

Refer to Salesforce documentation on Engagement Plans for detailed information on how templates and plan instances work.

To help the executive director understand the overall summary of individuals engaged with the organization across multiple channels, creating a Campaign Hierarchy is the most effective solution. Here’s how to do it:

Create Campaigns for Each Channel:

Navigate to the Campaigns tab.

Create separate Campaigns for donations, volunteer shifts, and event attendance.

Use meaningful names to easily identify the Campaigns.

Build the Campaign Hierarchy:

Within each Campaign, specify a parent Campaign if applicable to create a hierarchy.

For example, an overarching "Engagement 2024" Campaign can have child Campaigns for donations, volunteer shifts, and events.

Associate Campaign Members:

Add relevant individuals to each Campaign as Campaign Members.

Ensure that each Campaign Member record reflects the individual's engagement in that specific channel.

Reporting on Campaign Hierarchy:

Create reports to summarize engagement across the Campaign hierarchy.

Use filters and grouping to display the number of people associated with each type of engagement by channel.

This approach provides a clear and organized view of individual engagement across various activities, making it easy to track and report on overall engagement.

To pull a report showing all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email, the consultant should use the "Contacts with or without Relationships" custom report type:

Custom Report Type:

Create a custom report type for "Contacts with or without Relationships."

This report type allows you to include related records, such as relationships between students (Contacts) and their primary parent/guardian.

Include Relevant Fields:

In the report, include fields for the student (Contact Name), their primary parent/guardian (related Contact), and the parent/guardian's cell phone and email.

Use the Relationships object to link students to their primary parent/guardian.

Filters and Sorting:

Apply necessary filters to ensure only relevant records are included.

Sort and group the data as needed to provide a clear view of students and their primary parent/guardian information.

To ensure that the membership rollups in NPSP (Nonprofit Success Pack) work properly for managing a membership program, the consultant needs to configure the following items:

Select the membership record type for membership rollups:

This involves defining which Opportunity record types are used for membership donations. This configuration allows the NPSP to properly identify and roll up membership donations.

When the system administrator notices a scheduled skew job but does not remember scheduling it, the best course of action is to view the Setup Audit Trail. This will help determine the origin and purpose of the job. Here’s how to do it:

Navigate to Setup:

Click on the gear icon in the top right corner of Salesforce.

Select "Setup".

Access the Setup Audit Trail:

In the Quick Find box, type "Setup Audit Trail".

Click on "View Setup Audit Trail".

Review the Audit Trail:

The Setup Audit Trail logs changes made to your Salesforce configuration, including scheduled jobs.

Look for entries related to the creation or modification of scheduled jobs.

Identify who created the job, when it was created, and any additional details provided in the log.

Determine Next Steps:

Based on the information found in the audit trail, decide whether the job is necessary.

If the job is not needed, it can be deleted. If it is essential, ensure that it is documented and understood.

https://powerofus.force.com/s/article/NPSP-BP-Getting -Started-Program-Management#week4

When migrating client and program data to the Program Management Module (PMM) in NPSP, it is important to use the appropriate tools for data import and deduplication to ensure data integrity and avoid duplication. The NPSP Data Importer is specifically designed for importing client information, including deduplication against existing records. The Data Import Wizard can be used for uploading program data, which may not require the same level of deduplication as client data.

Steps:

Prepare the client data, ensuring all necessary fields are included and formatted correctly.

Use the NPSP Data Importer to upload the client information, which includes built-in deduplication features to match against existing records.

Prepare the program data similarly, ensuring proper formatting and completeness.

Use the Data Import Wizard to upload the program data. This tool is suitable for handling bulk data uploads and does not inherently include deduplication, which is less critical for program data compared to client data.

To locate NPSP release information, two key places are:

Power of Us Hub: This is a community for Salesforce.org customers, where they can access release notes, documentation, and discussions about NPSP updates.

GitHub Cumulus Releases: This repository contains detailed release information, including new features, bug fixes, and enhancements for NPSP.

These sources provide comprehensive and up-to-date information on NPSP releases.

https://www. salesforce.com/products/marketing-cloud/faq/

For managing multiple communication channels, creating personalized journeys, automating message triggers, and linking communications to donations, the combination of NPSP and Marketing Cloud is the best solution. Marketing Cloud offers robust capabilities for email marketing, social media, mobile messaging, and more, integrated with Salesforce for a unified view of constituent interactions.

Steps:

Implement NPSP to manage donor and constituent information within Salesforce.

Set up Marketing Cloud and connect it to Salesforce using the Marketing Cloud Connect integration.

Configure Marketing Cloud to create personalized journeys for constituents based on their interactions and engagement history.

Use Marketing Cloud's automation features to trigger messages and manage multi-channel communications.

Link communication activities in Marketing Cloud to donation records in NPSP to track the impact of marketing efforts on fundraising outcomes.

When receiving a System.DmlException notification, the detailed information about the error can be found in the Error Log.

Error Log Overview:

The Error Log captures detailed information about system errors, including DML exceptions.

It provides insights into what caused the error and helps in troubleshooting.

Accessing the Error Log:

Navigate to Setup in Salesforce.

Search for "Apex Jobs" or "Apex Exceptions" in the Quick Find box.

Review the entries to find the relevant System.DmlException details.

Using the Error Log for Troubleshooting:

Identify the Cause: The log provides specific error messages and stack traces that help identify the root cause of the issue.

Corrective Actions: Based on the error details, take corrective actions such as fixing data issues, adjusting code, or updating configurations.

Benefits of Using the Error Log:

Detailed Information: Offers comprehensive details about the error, making it easier to diagnose and resolve.

Efficiency: Reduces time spent on identifying and fixing issues by providing precise error information.

To track all donations that go to a specific, designated fund, the consultant should create a GAU Allocation record for the designated fund. Here’s how to set it up:

Create GAU Records:

Navigate to the App Launcher and search for "General Accounting Units".

Create a new GAU record for each designated fund.

Link Donations to GAUs:

When entering or importing donations (Opportunities), use the GAU Allocation section to allocate the donation amount to the relevant GAU.

Specify the amount or percentage of the donation that should be allocated to each GAU.

Set Up GAU Allocation:

In the Opportunity record, scroll to the GAU Allocations related list.

Click "New" to create a new GAU Allocation.

Select the appropriate GAU and enter the allocation amount.

Reporting on GAUs:

Create reports to track donations by GAU.

Use the GAU Allocation object in your report to filter and summarize donations by designated funds.

By using GAU Allocations, the nonprofit can effectively manage and report on restricted funds, ensuring that donations are tracked according to donor intent.