Salesforce Nonprofit-Cloud-Consultant Exam With Confidence Using Practice Dumps

When a corporate matching gift is received and the original donation was not marked to be matched, you should use the "Find Matched Gifts" functionality:

Navigate to Find Matched Gifts:

Go to the donation record in Salesforce.

Select "Find Matched Gifts" from the related options.

Find More Gifts:

Click on the "Find More Gifts" button to search for the original donation that matches the corporate gift.

This tool helps to locate and link the matching gift to the original donation, ensuring both donations are accurately recorded and associated.

References:

Salesforce Nonprofit Success Pack (NPSP) Documentation

Salesforce Help: Managing Matched Gifts

To automatically generate an Opportunity whenever a Lead is converted in NPSP, the consultant should enable the "Create an Opportunity on Lead Convert" option in the NPSP Settings. This option ensures that an Opportunity is automatically created as part of the lead conversion process.

Navigate to NPSP Settings:

Go to the App Launcher, search for "NPSP Settings", and select it.

Enable Lead Conversion Setting:

In NPSP Settings, expand the "Leads" section.

Find the "Lead Conversion" settings.

Check the box for "Create an Opportunity on Lead Convert".

Save the settings.

This configuration streamlines the process, ensuring that Opportunities are consistently created during lead conversion, without requiring additional custom code or third-party applications.

References:

CertGod Nonprofit Cloud Consultant Guide:

Before embarking on a new implementation project, it is crucial to first identify the challenges the nonprofit is currently experiencing. This ensures that the new solution will address the specific needs and pain points of the organization. Understanding these challenges will guide the implementation strategy and help in configuring Salesforce to meet the nonprofit's goals effectively.

Steps:

Conduct stakeholder interviews to gather information on current processes and challenges.

Analyze the data collected to identify common themes and pain points.

Document the identified challenges and prioritize them based on their impact on the organization's mission and operations.

Use these insights to define the scope and objectives of the new implementation project.

References:

NGO Ebook CRM For Good: Emphasizes the importance of understanding current challenges before starting new projects​​.

Nonprofit Cloud Implementation Guide: Provides best practices for identifying and documenting challenges to inform implementation strategy.