Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant Exam Questions and Answers PDF

To send messages to Contacts stored in the Nonprofit Success Pack (NPSP) based on their connections to the nonprofit's corporate funders, use the Affiliations object. Here's how to set it up:

Understand Affiliations:

Affiliations in NPSP track the relationships between Contacts and Accounts. They can indicate if a Contact is associated with a corporate funder.

Set Up Affiliations:

Ensure that all Contacts have their Affiliation records properly set up, linking them to the appropriate corporate funder Accounts.

Create a Custom Report Type:

Navigate to Setup > Report Types.

Create a new custom report type with Affiliations as the primary object and Contacts as a related object.

Build the Report:

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

Select the custom report type you created.

Add fields such as Contact Name, Affiliated Account Name, and any other relevant information.

Filter the report to include only those Contacts who have affiliations with corporate funders.

Send Messages:

Use the report to create a Campaign or a mailing list.

Use Salesforce or an integrated email platform to send targeted messages to the Contacts based on their corporate affiliations.

References:

Salesforce Nonprofit Success Pack Documentation: Detailed instructions on managing Affiliations in NPSP. NPSP Documentation.

These steps and references ensure that the nonprofit can effectively use Salesforce to meet its operational requirements while maintaining best practices and leveraging the capabilities of the Nonprofit Cloud.

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

Before installing the Volunteers for Salesforce package, a consultant should:

Check that the nonprofit has the most recent NPSP release:

Ensure that the organization is running the latest version of the Nonprofit Success Pack (NPSP). This is crucial because newer releases might contain important updates and fixes that can impact the installation and functionality of Volunteers for Salesforce.

Reporting snapshots in Salesforce allow you to capture and store data at specific intervals, providing a way to track changes over time. However, they do not work retroactively, meaning you cannot use them to capture historical data before the snapshot was created. The snapshots only start capturing data from the point they are set up moving forward.

To address the development director's request, the consultant should consider alternative methods, such as creating reports with historical data that has already been captured or using a different tool that can analyze historical data for trends.

References:

Salesforce Help: Create Reporting Snapshots to Report on Historical Data

Salesforce Trailhead: Reporting Snapshots