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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q166-Q171):

NEW QUESTION # 166
A consultant is using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household.
Which manual action will the consultant need to take after the Conversion Utility tool runs successfully?

Answer: D

Explanation:
After using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household, the consultant needs to manually select a Primary Contact for each Household Account. Here's the detailed process:
Run the Conversion Utility Tool:
Navigate to NPSP Settings.
Under the "Bulk Data Processes" section, find and run the Conversion Utility tool to convert One-to-One Accounts to Household Accounts.
Review Converted Records:
Once the Conversion Utility tool runs successfully, review the newly created Household Accounts.
Each Household Account should have the associated Contacts correctly linked.
Select a Primary Contact for Each Household:
Go to each new Household Account.
Manually select a Primary Contact from the list of related Contacts. This step is crucial as the Conversion Utility does not automatically set the Primary Contact.
The Primary Contact field is used in many NPSP features and reports, so ensuring it is correctly set is important.
By performing this manual action, you ensure that the data integrity and functionality within NPSP are maintained after the conversion.
Salesforce NPSP Documentation: Convert One-to-One Accounts to Household Accounts Salesforce Trailhead: Manage Households in NPSP


NEW QUESTION # 167
A nonprofit wants to record which services are provided to families. The nonprofit just installed the Program Management Module.
How should the consultant configure the Program Management Module?

Answer: B

Explanation:
To configure the Program Management Module (PMM) to record services provided to families, follow these steps:
Create Program Engagement Records:
Navigate to the "Program Engagements" tab.
Click "New" to create a new Program Engagement record.
Fill in the necessary details, ensuring to select the head of the household for the "Contact" field. This links the engagement to the primary contact within the family.
Select the Program:
In the Program Engagement record, select the relevant program that the family is engaged in. This helps in categorizing the services under specific programs.
Specify the Services:
Use the "Service Deliveries" related list to add services provided to the family. Click "New Service Delivery" and select the appropriate service. This ensures each service provided is tracked and recorded against the Program Engagement.
Salesforce Nonprofit Cloud Consultant Study Guide
Salesforce Program Management Module Documentation
Salesforce NPSP (Nonprofit Success Pack) Resources


NEW QUESTION # 168
A nonprofit organization wants a report that compares giving at a consistent point in time from year to year.
Now should the consultant set this up?

Answer: D

Explanation:
To compare giving at consistent points in time from year to year, the best solution is to set up a Reporting Snapshot on Opportunities. A Reporting Snapshot allows you to capture data at specific points in time and then compare it across different periods. Here are the steps to set this up:
Create the Report:
Create a report on Opportunities that includes the relevant data you want to capture (e.g., donation amounts, dates).
Ensure the report filters are set to capture data for the specific time frames you are interested in.
Create a Custom Object:
Create a custom object to store the snapshot data.
Add fields to this custom object that correspond to the fields in your report.
Set Up the Reporting Snapshot:
Navigate to Setup.
In the Quick Find box, type "Reporting Snapshots" and select "Reporting Snapshots".
Click "New Reporting Snapshot".
Name the snapshot and select the source report you created.
Select the target object (the custom object you created).
Map the fields from the report to the fields in the custom object.
Schedule the Reporting Snapshot:
Set up a schedule for when the snapshot should run (e.g., daily, weekly, monthly).
Save and activate the schedule.
By capturing the data at regular intervals, you can generate historical reports that compare giving over different years at consistent points in time.
"Set Up Reporting Snapshots" from Salesforce Help: Reporting Snapshots
"Salesforce Reporting Snapshots for Nonprofits" from Salesforce.org: Salesforce.org Guide


NEW QUESTION # 169
A nonprofit admin needs to import lists of Contacts into Salesforce Campaigns regularly from CSV files using the NPSP Data Import too.
What should the consultant consider when setting up this process for the nonprofit?
Choose 2 answers

Answer: C,D

Explanation:
When setting up the process for importing lists of Contacts into Salesforce Campaigns using the NPSP Data Import tool, it is essential to consider how Campaign Members are created and matched.
Key Considerations:
Automatic Campaign Member Creation (A):
The NPSP Data Import tool will automatically create Campaign Member records for the imported Contacts with the default Member Status. This helps streamline the process of adding members to campaigns.
Exact Name Matching (D):
Existing Campaigns in Salesforce are matched by exact Name. This means that the names in the CSV files must match the names of the Campaigns in Salesforce exactly for the import process to associate Contacts with the correct Campaigns.
Steps to Set Up:
Prepare CSV Files:
Ensure that the Campaign names in the CSV files exactly match the names of the Campaigns in Salesforce.
Include all necessary fields to map Contacts to Campaign Members.
Configure NPSP Data Import:
Navigate to NPSP Settings -> Data Import.
Ensure the settings align with the import requirements, including handling duplicates and respecting duplicate matching rules if enabled.
Perform Dry Run:
Use the NPSP Data Import Dry Run feature to validate the import configuration and ensure that the Campaign Member Status and other settings are correctly applied.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Import Data for Nonprofits


NEW QUESTION # 170
A system admin is trying to figure whether the nonprofit's internal release schedule conflicts with either Salesforce.com or Salesforce.org major releases.
What are two facts about Salesforce.org major releases the consultant could share with the admin?
Choose 2 answers

Answer: B,D

Explanation:
Salesforce.org major releases are typically scheduled to follow Salesforce.com releases by about one month. This staggered release schedule allows nonprofits to prepare for updates and ensures that they can address any potential conflicts with their internal release schedules. The Salesforce.org release schedule is available on the SFDO Major Release Announcements group, which provides detailed information on upcoming releases and related resources.
Steps:
Inform the system admin that Salesforce.org releases follow Salesforce.com releases by approximately one month.
Direct the system admin to the SFDO Major Release Announcements group for the latest release schedule information.
Encourage the admin to plan internal releases accordingly to avoid conflicts with major Salesforce updates.
Stay informed about upcoming releases and leverage available resources to ensure smooth transitions.
CertGod Nonprofit Cloud Consultant Guide: Provides information on the release schedules and where to find them.
Salesforce.org Major Release Announcements Group: Source for detailed release schedules and updates.


NEW QUESTION # 171
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