A development director wants to compare year over year donation information on a weekly basis for the last five years in order to see giving trends via a bar chart. The director asks the consultant if reporting snapshots would work. What should the consultant advise about the limitations of reporting snapshots?
A. Reporting snapshots can run on a monthly basis.
B. Reporting snapshots can display a line chart.
C. Reporting snapshots can show data for the past three years.
D. Reporting snapshots do NOT work retroactively.
A consultant began an implementation project with a nonprofit that is new to Salesforce. The nonprofit's leadership is hesitant to spend time at the beginning of the project on change management. What are three reasons the consultant can share to emphasize the value and importance of governance? Choose 3 answers
A. Cost savings
B. Compliance
C. Security
D. Technical Interoperability
E. Delivery Speed
A nonprofit has high staff turnover in several key roles that use Salesforce. The nonprofit needs to improve training and adoption of Salesforce to maximize the value of its investment. Which two standard Salesforce tools can quickly help new staff use Salesforce with only a Sales or Service Cloud license? Choose 2 answers
A. Einstein Bots
B. In-App Guidance
C. Path
D. myTrailhead
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. Customizable Rollups
B. Opportunity Stages
C. NPSP Health Check
D. Salesforce Optimizer report
E. Campaign Hierarchy
A nonprofit offers courses that grant teachers credit toward maintaining their teaching certification. Teachers can enroll in an annual cohort to complete the course modules together. The nonprofit needs to track the courses each teacher completes and the credits awarded to them.
Which solution should a consultant recommend?
A. Self-Service Portal
B. Program Management Module
C. Engagement Plans
D. Service Cloud
A nonprofit is looking for an integrated tool that manages more than one channel for personalized journeys, triggers messages automatically to create stronger relationships, and links communications to donations it has received. Which solution should the consultant recommend?
A. PSP and Experience Cloud
B. NPSP and Pardot
C. NPSP and Marketing Cloud
D. NPSP and Social Studio
A consultant needs to load a large volume of data for a nonprofit.
Which two steps should the consultant take before the data loads to speed up the process? Choose 2 answers
A. Add record owners to Role Hierarchy.
B. Defer Sharing Rule Calculation.
C. Disable related Apex classes in TDTM.
D. Recalculate Sharing Rules.
A donor has committed to give a consistent amount every month. The nonprofit wants to update the schedule to reflect one-time adjustments to this amount. What should the consultant recommend to record the regular donations correctly7
A. Implement Enhanced Recurring Donations.
B. Create scheduled Payments.
C. Create a process using Process Builder.
D. Clone Opportunities with Payments.
Which two objects in the Program Management Module are directly connected to objects in Nonprofit Cloud Case Management? Choose 2 answers
A. Client Alert
B. Case
C. Service Delivery
D. Program
A nonprofit organization has been informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists. Which action should the nonprofit organization take on the donor's contact record?
A. Select the Deceased field
B. Delete the values in the phone and email fields
C. Select the Do Not Email, Do Not Contact, and Email Opt Out fields
D. Delete the Contact record
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