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

Updates to the Nonprofit Success Pack (NPSP) are pushed to production organizations once every two weeks. These frequent updates ensure that organizations using NPSP have access to the latest features, bug fixes, and improvements. Here’s what you need to know:

Regular Updates:

NPSP follows a bi-weekly release schedule, meaning updates are deployed approximately every two weeks.

Automatic Updates:

These updates are automatically pushed to production environments, requiring no manual intervention from administrators.

Release Notes:

Release notes for each update are published and can be accessed to understand the changes and new features included in each release.

Testing and Sandbox Environments:

It’s recommended to test updates in a sandbox environment before they are deployed to production, especially if customizations are in place.

Before embarking on a new implementation project, it is crucial to first identify the challenges the nonprofit is currently experiencing. This ensures that the new solution will address the specific needs and pain points of the organization. Understanding these challenges will guide the implementation strategy and help in configuring Salesforce to meet the nonprofit's goals effectively.

Steps:

Conduct stakeholder interviews to gather information on current processes and challenges.

Analyze the data collected to identify common themes and pain points.

Document the identified challenges and prioritize them based on their impact on the organization's mission and operations.

Use these insights to define the scope and objectives of the new implementation project.

To restrict access to fields related to background checks on the Contact object so that only the volunteer manager and executive director can access them, the consultant should:

Create a Permission Set:

A permission set is a collection of settings and permissions that gives users access to various tools and functions.

Creating a permission set that includes access to the specific fields related to background checks allows for precise control over who can view and edit these fields.

Grant Field-Level Security:

Within the permission set, set field-level security to ensure only the specified users can view and edit the background check fields.

This ensures that sensitive information is only accessible to authorized personnel.

Assign the Permission Set:

Assign the permission set to the volunteer manager and executive director.

This approach provides flexibility and security, ensuring that only the designated users have the necessary access without altering the overall role hierarchy or creating unnecessary sharing rules.

Salesforce Flows are ideal for guiding users through step-by-step processes, making them a perfect solution for triaging patients. By creating a flow, the nonprofit can ensure volunteers follow a consistent process, capture accurate data, and make immediate service decisions. Here’s how to set this up:

Design the Flow:

Open Flow Builder from Setup.

Create a new Screen Flow.

Add Screens and Inputs:

Add screens with input fields for the qualifying questions.

Use Decision elements to branch the flow based on the answers provided.

Capture Data:

Use Assignment elements to store input data in variables.

Save data to Salesforce records as needed (e.g., Case or Custom Object records).

Generate Decision Outcomes:

Based on the data captured, use Decision elements to determine eligibility.

Display the outcome on a final screen or update a record with the decision.

Test and Deploy:

Test the flow thoroughly in Sandbox.

Deploy the flow to production and embed it in the relevant Lightning pages.

To categorize donors into Gold, Silver, and Bronze based on the total gift amount for the year, the NPSP Levels feature should be utilized. This feature allows the organization to automatically categorize donors based on specified criteria.

Define Levels in NPSP:

Navigate to NPSP Settings > Levels.

Create three new Levels: Gold, Silver, and Bronze.

For each Level, specify the range of the total gift amount for the year. For example:

Gold: $10,000 and above

Silver: $5,000 to $9,999

Bronze: $1,000 to $4,999

Configure Level Criteria:

Set the criteria for each Level to be based on the "Total Gifts This Year" field.

Ensure the system is tracking the total gifts correctly by verifying the Customizable Rollups settings.

Assign Levels to Donors:

The system will automatically evaluate donors and assign them to the appropriate Level based on their total giving for the year.

This categorization can be used in reports, dashboards, and donor segmentation for targeted communication and recognition.

To allow volunteers to log their own hours in Volunteers for Salesforce, the consultant should propose setting up the Volunteers Personal Site or adding a Log Volunteer Hours section on the nonprofit’s website.

Volunteers Personal Site:

This site allows volunteers to log in and manage their hours directly within Salesforce.

Steps to Set Up:

Navigate to Setup > Sites.

Create a new site and configure it to use the Volunteers for Salesforce functionality.

Add the Volunteers Personal Site tab and configure the permissions.

Direct volunteers to use this site to log their hours.

Log Volunteer Hours Section on Website:

Create a section on the nonprofit’s website where volunteers can log their hours.

Steps to Set Up:

Design a web form that captures the volunteer's job or shift and the hours worked.

Use Salesforce Web-to-Case or Web-to-Lead to capture this data and create records in Salesforce.

Direct volunteers to this section to submit their hours.

Both solutions provide a user-friendly way for volunteers to log their hours without requiring manual entry by staff.

To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:

In-App Guidance (B):

This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.

myTrailhead (D):

myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.

Steps to Implement:

Set Up In-App Guidance:

Navigate to Setup -> In-App Guidance.

Create prompts and walkthroughs tailored to the nonprofit's processes.

Deploy myTrailhead:

Customize and publish training content on myTrailhead.

Encourage staff to complete the training modules to improve their Salesforce skills.

For a nonprofit trade association that sells research papers, certifications, and other products online to its existing members who are primarily universities and companies, Salesforce B2B Commerce is the most suitable solution:

Salesforce B2B Commerce:

Salesforce B2B Commerce is designed for business-to-business transactions, making it ideal for organizations that sell products and services to other businesses, such as universities and companies.

It provides features for managing complex pricing, bulk orders, and accounts, which are essential for a trade association dealing with institutional members.

Features and Benefits:

B2B Commerce offers personalized buying experiences, self-service portals for customers, and streamlined order management processes.

It integrates seamlessly with Salesforce CRM, allowing the nonprofit to manage member relationships, sales, and order histories within a single platform.

For frequently importing membership renewal data and daily donation data with different configurations, the NPSP Data Importer is the most suitable tool. Here’s how to set it up:

Prepare Data Files:

Ensure you have separate data files for membership renewals and daily donations.

Format each file according to the required fields for the NPSP Data Importer.

Access NPSP Data Importer:

Go to the App Launcher.

Search for and open "NPSP Data Importer".

Configure Import Settings:

For membership renewals, configure the data mappings specific to membership fields (e.g., membership type, renewal date).

For daily donations, configure the data mappings for donation-related fields (e.g., donation amount, donor information).

Save Import Mappings:

Save each configuration as a template in the NPSP Data Importer.

Name the templates clearly (e.g., "Membership Renewals Import", "Daily Donations Import").

Import Data:

Upload the respective data files to the NPSP Data Importer.

Select the appropriate template for each import process.

Run the import process, ensuring data is correctly mapped and imported.

Verify and Clean Up:

Verify the imported data for accuracy.

Use the NPSP tools to manage any duplicates or discrepancies.

The NPSP Data Importer provides flexibility and efficiency for handling different types of data imports with tailored configurations.

To meet the requirement of sharing client assessments, notes, and alerts among staff within the nonprofit using Nonprofit Cloud Case Management, the following approaches are recommended:

Create a Public Group:

Create a Public Group that includes all staff members who need access to the client information.

This group will be used to grant shared access to the relevant records.

Steps to Create a Public Group:

Go to Setup.

Enter "Public Groups" in the Quick Find box and select it.

Click "New Group" and add the necessary staff members.

Create Sharing Rules:

Set up sharing rules for the Assessments, Client Notes, and Client Alerts objects to share these records with the Public Group.

This ensures that any updates or new records created within these objects are automatically shared with the staff group.

Steps to Create Sharing Rules:

Go to Setup.

Enter "Sharing Settings" in the Quick Find box and select it.

Select the relevant object (e.g., Assessments).

Click "New" under Sharing Rules and define the criteria and target group (Public Group created earlier).

These steps ensure that relevant client information is shared with the appropriate staff, enhancing collaboration and service delivery.