NONPROFIT-CLOUD-CONSULTANT Practice Questions

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.

Reference: NGO_Ebook_CRMForGood_APAC_R3_jc.pdf, pages 7-8, details the use of Experience

Cloud for enhanced engagement and service delivery, indicating it as a suitable solution for creating

new web experiences for constituents.

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.

Reference:

"Set Up Reporting Snapshots" from Salesforce Help: Reporting Snapshots

"Salesforce Reporting Snapshots for Nonprofits" from Salesforce.org: Salesforce.org Guide

For a volunteer manager to search for volunteers with specific skills and availability using Volunteers

for Salesforce, the following steps can be advised:

Use the Find Volunteers Tab:

Click on the "Find Volunteers" tab in Salesforce.

Filter Criteria:

Fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the required values:

Volunteer Status: Select the appropriate status (e.g., Active, Available).

Volunteer Availability: Specify the dates and times the volunteer is available.

Volunteer Skills: Include landscaping or other required skills.

Hit Search:

Click on the "Search" button to retrieve the list of volunteers matching the criteria.

Review and Contact Volunteers:

Review the list of volunteers who meet the criteria.

Use the contact information provided to reach out to the suitable volunteers for the specific task.

This method leverages the built-in search functionalities in Volunteers for Salesforce, providing an

efficient way to find and manage volunteers based on specific needs.

Reference:

Volunteers for Salesforce Documentation: Finding and Managing Volunteers

Salesforce Trailhead: Volunteers for Salesforce

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.

When encountering an issue while configuring Nonprofit Cloud Case Management, the consultant

should first check Salesforce Help to see if it is a documented issue. Salesforce Help provides

extensive documentation, release notes, and known issues, making it a reliable source for

troubleshooting.

Steps to Check:

Salesforce Help:

Navigate to Salesforce Help & Training.

Search for the specific issue or error message.

Review any available documentation, known issues, and suggested resolutions.

Additional Resources:

If the issue is not documented in Salesforce Help, the consultant can also check the Trailblazer

Community for discussions and solutions provided by other users.

Reference:

Salesforce Help & Training

Salesforce Trailhead: Salesforce Help Resources

To create a report that shows who the solicitor is for each donor using automated soft credits, the

system admin should use the "Opportunities with Partial Soft Credits and Contacts" report type. This

report type allows the inclusion of soft credits and the related contacts, making it possible to track

the solicitor for each donation.

Steps to Create the Report:

Choose the Report Type:

Navigate to the Reports tab and click "New Report."

Select the "Opportunities with Partial Soft Credits and Contacts" report type.

Customize the Report:

Add the necessary fields to display the solicitor, donor, and relevant opportunity information.

Use filters to refine the data as needed.

Save and Run the Report:

Save the report with an appropriate name and run it to view the results.

Reference:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Create and Customize Reports

Customizable Rollups in NPSP provide a flexible way to manage rollup calculations for donations and

other records. However, once Customizable Rollups are enabled, the action is irreversible. This

means you cannot revert to the standard rollup settings after enabling Customizable Rollups.

Steps to Enable:

Enable Customizable Rollups:

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

Enable the Customizable Rollups feature.

Configure Rollups:

Set up the necessary rollup rules and configurations to match the nonprofit's data tracking and

reporting needs.

Reference:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Configure Customizable Rollups in NPSP

Establishing a Center of Excellence (CoE) addresses the governance function of the application

development lifecycle. A CoE provides leadership, best practices, and oversight to ensure consistent

and effective use of Salesforce across the organization:

Governance: Ensures that there are clear policies, standards, and guidelines for managing and using

Salesforce.

Best Practices: The CoE promotes best practices for development, deployment, and ongoing

management of Salesforce applications.

By focusing on governance, a CoE helps maintain the integrity, quality, and strategic alignment of

Salesforce initiatives within the nonprofit.

Reference:

Salesforce Governance Framework Documentation

Salesforce Trailhead: Center of Excellence

Using Case Hierarchy is the best way to relate Cases for the same client to each other in Salesforce.

This allows the organization to see the connection between various Cases and manage them

effectively. Here’s how to set it up:

Enable Case Hierarchy:

Ensure that the Case Hierarchy feature is enabled in your Salesforce org. This is typically enabled by

default.

Create Parent and Child Cases:

When creating or editing a Case, you can specify a parent Case using the "Parent Case" lookup field.

For each new Case related to the same client, select the main Case as the parent.

View Case Hierarchy:

On the Case record page, click on "View Hierarchy" to see all related Cases in a hierarchical view.

This allows you to easily track and manage all Cases related to a specific client.

By using Case Hierarchy, you can maintain a clear structure of all Cases related to a client and ensure

they are appropriately connected and managed.

Reference:

"Case Hierarchies" from Salesforce Help: Case Hierarchies

"Managing Cases in NPSP" from Salesforce.org: Case Management

To ensure that a subset of Service Delivery records are visible to selected staff while maintaining

private sharing settings, you should use criteria-based sharing rules:

Navigate to Sharing Settings:

Go to Setup in Salesforce.

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

Create a Criteria-Based Sharing Rule:

In the Sharing Settings, locate the object for which you want to create the sharing rule (e.g., Service

Deliveries).

Create a new sharing rule and select "Based on Criteria" as the rule type.

Define the criteria that records must meet to be shared (e.g., specific fields or values that identify the

subset of records).

Specify the users or roles that should have access to these records and define the level of access

(Read/Write).

Save and Apply the Rule:

Save the sharing rule and ensure it is activated.

Verify that the selected staff have the appropriate access to the records as defined by the rule.

By using criteria-based sharing rules, you can selectively grant access to specific records without

compromising the overall privacy settings of the organization.

Reference:

Salesforce Help: Setting Up Sharing Rules

Nonprofit Success Pack (NPSP) Documentation on Sharing and Security Settings