Changed Nonprofit-Cloud-Consultant Exam Questions

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.

References:

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

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

For a nonprofit organization providing case management and requiring automatic scoring of clients based on various factors like age, income, and health conditions, along with automating the creation and assignment of follow-up tasks, the best combination of functions is Engagement Plans and Levels.

Engagement Plans: These are used to automate the creation of tasks and follow-up activities based on predefined templates. This feature ensures that specific tasks are generated and assigned to relevant staff members as soon as certain criteria are met.

Steps to Set Up Engagement Plans:

Navigate to the "Engagement Plans" tab in NPSP.

Create a new Engagement Plan Template, defining the tasks and follow-ups that should be created.

Specify the conditions under which this Engagement Plan should be triggered (e.g., a new client intake).

Assign the Engagement Plan to the appropriate client records.

Levels: These are used to categorize clients (or any other records) based on numeric values or other criteria. In this case, Levels can be used to automatically assign a score to each client based on their age, income, and health conditions.

Steps to Set Up Levels:

Navigate to NPSP Settings > Levels.

Create a new Level, specifying the criteria for each level (e.g., age range, income bracket, number of health conditions).

Define the actions that should be triggered when a client reaches a specific level.

By using Engagement Plans and Levels, the nonprofit can automate both the scoring of clients and the creation of follow-up tasks, ensuring a streamlined case management process.

References:

CertGod Nonprofit Cloud Consultant Guide:

After migrating to a Nonprofit Success Pack (NPSP) Salesforce org, it's essential to ensure that all migrated Accounts are consistent with the chosen account model. The Data Quality Analysis Dashboard is a vital tool for this purpose.

Data Quality Analysis Dashboard:

This dashboard provides comprehensive insights into data quality across the org.

It helps identify inconsistencies, missing data, and discrepancies in Account records.

Steps to Ensure Consistency:

Run the Data Quality Analysis Dashboard:

Navigate to NPSP Settings and select the Data Quality Analysis Dashboard.

Review the results to identify any Accounts that do not conform to the expected account model.

Address Identified Issues:

Correct any identified discrepancies by updating the Account records to align with the chosen model (e.g., Household Account Model).

Regular Monitoring:

Schedule regular runs of the Data Quality Analysis Dashboard to maintain data integrity over time.

Benefits of Consistency:

Ensures accurate reporting and analytics.

Improves data integrity and usability across the organization.

Facilitates better donor and constituent management.

Complementary Tools:

While the Data Quality Analysis Dashboard is primary, tools like the NPSP Health Check Tool and Salesforce Optimizer can provide additional insights into overall org health and performance.

References:

CertGod Nonprofit Cloud Consultant study guide: "Run the Data Quality Analysis Dashboard"​​.

To find the NPSP version number for a specific field, the consultant should reference the NPSP Public Data Dictionary. This resource provides detailed information about the fields and features introduced in different versions of NPSP.

Access NPSP Public Data Dictionary:

Go to the Power of Us Hub or the Salesforce.org website.

Navigate to the NPSP documentation section.

Search for the Field:

Use the Data Dictionary to search for the specific field in question.

Review the information provided, including the version number when the field was introduced.

Verify Field Information:

Confirm the details about the field, including any associated metadata and historical changes.

Using the NPSP Public Data Dictionary ensures accurate information about the field's history and version details.