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

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https://help.salesforce.com/s/articleView?id=000358792 &type=1

When using Advanced Mapping for data imports in Salesforce Nonprofit Success Pack (NPSP), it is essential to understand that the target objects must be NPSP objects. Advanced Mapping is designed specifically to enhance the data import capabilities within NPSP by allowing detailed mapping configurations that align with NPSP's data model.

Key Considerations:

NPSP Specific: Advanced Mapping is tailored for NPSP objects, ensuring that data is correctly mapped and imported into the NPSP-specific fields and objects.

Enhanced Data Import: This feature allows for more precise data import, reducing the likelihood of errors and ensuring data integrity.

Steps for Using Advanced Mapping:

Navigate to NPSP Settings:

Go to NPSP Settings -> Data Import -> Advanced Mapping.

Configure Mapping:

Set up mappings between source data fields and target NPSP object fields.

Ensure that the target fields align with the NPSP data model requirements.

Perform Data Import:

Use the NPSP Data Importer to upload and import the data using the configured mappings.

When a donor wants to split their gift between two scholarship funds, the consultant should recommend using GAU Allocations:

GAU Allocations:

General Accounting Unit (GAU) Allocations in NPSP (Nonprofit Success Pack) allow for the distribution of a single donation across multiple funds or purposes. This feature supports detailed tracking and reporting on how donations are allocated.

To avoid manually entering information twice and ensure it appears on both the Opportunity record and the Payment record, follow these steps:

Create Payment Mappings in NPSP Settings:

Navigate to NPSP Settings.

Go to "Donations" and select "Payment Mappings".

Create mappings to ensure that relevant fields from the Opportunity record are automatically populated in the Payment record.

Create Custom Fields on the Payment Object:

Navigate to Setup.

In the Object Manager, select "Payment".

Click on "Fields & Relationships".

Create custom fields that correspond to the Opportunity fields you want to map.

Ensure the field types match those on the Opportunity object to facilitate accurate data transfer.

These steps automate the data transfer between Opportunities and Payments, reducing manual entry and ensuring consistency across records.

A runtime error during a Customizable Rollup operation often occurs if the target field has an active validation rule that prevents the update. Validation rules enforce specific criteria that records must meet before they can be saved, and if these criteria are not met during the rollup operation, an error will occur.

Steps to Troubleshoot:

Review Validation Rules:

Navigate to Setup -> Object Manager -> [Target Object] -> Validation Rules.

Review the validation rules on the target object to identify any that might conflict with the rollup operation.

Modify or Temporarily Disable Validation Rules:

If a validation rule is causing the error, consider modifying the rule to accommodate the rollup operation or temporarily disabling it during the data update process.

Check Rollup Configuration:

Ensure the Customizable Rollup settings are correctly configured and that no unnecessary constraints are in place.

In the Nonprofit Success Pack (NPSP), donations can be credited in two ways: hard credits and soft credits. Hard credits reflect direct donations, while soft credits are used to acknowledge indirect contributions, such as when a donor's employer matches a donation.

Hard Credits:

Hard credits represent the actual donor who made the donation.

In this scenario, the employer who matches the donation will receive a hard credit for the matched amount.

Soft Credits:

Soft credits are used to recognize individuals or entities who influenced or facilitated the donation but are not the direct donors.

The donor will receive a soft credit for the amount matched by their employer.

Scenario Application:

The donor made a donation of $500. This is a hard credit for the donor.

The employer matches this donation with another $500. The employer receives a hard credit for this matched amount.

The donor is acknowledged for facilitating the matched gift, thus receiving a soft credit of $500.

Implementation in NPSP:

To implement this, configure the Opportunity Contact Role to automatically assign soft credits to related contacts, such as employers matching donations.

Use the NPSP Settings to ensure that soft credit roles are correctly assigned and tracked.

To ensure that all child Opportunities contain the unique reference number from the Recurring Donation object and to prevent modifications after creation, follow these steps:

Create a Custom Text Field on the Opportunity Object:

Navigate to Setup.

In the Object Manager, select Opportunity.

Click on Fields & Relationships.

Create a new Text field (e.g., "Recurring Donation Reference Number").

Use NPSP Recurring Donation Custom Field Mappings:

Navigate to NPSP Settings.

Under "Donations", select "Recurring Donations".

Go to "Field Mappings".

Map the custom text field on the Recurring Donation object to the custom text field on the Opportunity object.

Ensure Field-Level Security:

Set the field-level security for the custom fields to ensure that they are only editable by the required profiles and read-only for others.

By following these steps, the unique reference number will be automatically populated and synchronized from the Recurring Donation object to all child Opportunities, and it will remain consistent for reconciliation purposes.

When donation totals on donor records are not showing correctly in NPSP, one common issue is that the Customizable Rollups might be configured incorrectly. Specifically, it's crucial to verify that the correct target custom field is chosen for the rollup calculations.

Steps to Troubleshoot:

Check Customizable Rollups Settings:

Navigate to NPSP Settings -> Donations -> Customizable Rollups.

Review the rollup configurations to ensure that the correct fields are selected as targets for the rollup calculations.

Verify Target Fields:

Confirm that the fields where the totals should appear are correctly mapped in the rollup settings.

Ensure there are no discrepancies or misconfigurations that might cause incorrect calculations.

Review Opportunity Primary Contact:

While the primary contact verification is less likely to affect donation totals directly, it’s good practice to check that the opportunities are correctly associated with the primary contacts.

To manage incoming donations, provide a portal for constituents and staff members, and create a new web experience for constituents, a consultant should recommend:

NPSP with Experience Cloud:

Experience Cloud (formerly known as Community Cloud) enables nonprofits to build branded portals for their constituents and staff. It facilitates creating a self-service portal, donation management, and community engagement all in one platform.

When migrating a large volume of donation and payment data into an NPSP org, the consultant should discuss the following considerations with the nonprofit organization:

Data Storage Limits:

Salesforce has data storage limits based on the type and edition of the Salesforce instance.

It is important to calculate the volume of data being imported and ensure it does not exceed the available storage.

If necessary, consider purchasing additional data storage or archiving old records to free up space.

Data Skew:

Data skew occurs when a large number of child records are associated with a single parent record.

This can impact performance and cause issues with sharing rules and data visibility.

Plan the data import to distribute records evenly and avoid creating data skew, particularly with high-volume objects like Contacts and Accounts.

By addressing these considerations, the nonprofit can ensure a smooth and efficient data migration process while maintaining optimal system performance and compliance with Salesforce limits.

To track website visitors who download white papers, case studies, and impact reports, and subsequently pursue them as constituents, Pardot is the recommended solution. Pardot provides robust marketing automation features that can effectively manage and nurture leads. Here’s how to set it up:

Install Pardot:

Purchase Pardot and install it in your Salesforce org.

Configure Pardot Tracking:

Add Pardot tracking code to your website.

This code will track visitor behavior, including downloads of white papers, case studies, and impact reports.

Create Pardot Forms and Landing Pages:

Use Pardot to create forms and landing pages for visitors to fill out before they can download the assets.

These forms will capture visitor information and automatically create a prospect in Pardot.

Set Up Automation Rules:

Create automation rules in Pardot to add prospects to specific lists based on their behavior.

For example, create a rule to add a prospect to a "White Paper Download" list if they download a white paper.

Sync Pardot with Salesforce:

Ensure that Pardot is integrated with Salesforce to sync prospects as leads or contacts.

Use Salesforce campaigns to track these leads and monitor their progress.

Nurture Leads:

Use Pardot’s email marketing and nurturing capabilities to engage with these leads.

Track their interactions and score them based on their engagement to prioritize follow-ups.

By using Pardot, the nonprofit can efficiently track and engage website visitors, converting them into valuable constituents.