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A nonprofit has significant staff turnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit.How should the consultant meet the requirement?
A. Run and view the Setup Audit Trail.
B. Complete all field descriptions.
C. Run the Schema Builder.
D. Create a field history report.
A nonprofit has implemented Program Management Module to satisfy the reporting requirements of a new grant. The funder expects to see a report that segmen&s servicesaccording to location. Which object will allow the nonprofit to satisfy the reporting requirements?
A. Program
B. Service
C. Program Engagement
D. Program Cohort
A nonprofit runs a large scholarship program for high-school graduates. It wants to use Salesforce to help with accepting external scholarship applications,reviewing processes,and tracking requirements. Which two solutions should the consultant recommend to meet this requirement? Choose 2 answers
A. NPSP Opportunities with GAU Allocation
B. Web-to-lead form
C. Experience Cloud
D. Outbound Funds Module
A data administrator at a small nonprofit has 3 profile that allows them to Read, Create, Edit, and Delete on all objects. The staffmember receives an error when attempting tomerge three duplicate contacts. What should the consultant recommend to resolve this issue?
A. Tell the staff member to select only two instead of three contacts when using Contact Merge.
B. Make the staff membera system admin.
C. Create a Permission Set with Modify All on Contacts and Accounts and assign it to the staff member.
D. Tell the staff member to merge Contacts from the View Duplicates component.
A nonprofit sends direct mail appeals via a third-party mail house. The nonprofit pulls a report from NPSP to send to the mail house with address information for each constituentwho should receive an appeal. Some constituents prefer to receive mail at an address other than their primary household address. How should a consultant access a list of those who do not reside at their household mailing address?
A. Create a custom report type for Addresses and a filter for Address Override = True.
B. Create a Contacts and Accounts report and add a filter for Address Override = True.
C. Create a Contacts and Accounts report and add a filter for Primary Address Type - Other.
D. Create a Campaign and run the Household Mailing List report.
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 plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records. How can the consultant change the configuration to meet this requirement?
A. Permission Sets
B. Sharing Rules
C. License Type
D. Role Hierarchy
A nationally federated nonprofit is implementing a single Salesforce org to provide shared fundraising services to its four regional affiliates. Each affiliate and the national nonprofitmust see only its own donor data. Which Salesforce feature would enable this level of record access?
A. Divisions
B. Record Types
C. Role Hierarchy
D. Criteria-based sharing
A nonprofit organization has white papers, case studies, and impact reports on itswebsite. The organization wants to track website visitors who download those assets. Once tracked,the organization wants to pursue the visitor as a constituent. Which solution should be considered?
A. Affiliation record
B. Relationship record
C. NPSP Settings
D. Opportunity Settings
A consultant is assisting a nonprofit in its data integration and mapping between two systems. The consultant is unsure when a particular field was added to NPSP.Where can the consultant find the NPSP version number for the field in question?
A. Schema Builder
B. NPSP package details
C. Custom field definition detail
D. NPSPData Dictionary