Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant Syllabus Exam Questions Answers

Salesforce Data Mask is the recommended solution to ensure the contractor is unable to access sensitive data in a full copy sandbox. Data Mask is designed to secure sensitive data in sandboxes by masking or obfuscating it, thereby preventing unauthorized access.

Salesforce Data Mask Overview:

Salesforce Data Mask allows you to obfuscate sensitive data in sandboxes, ensuring that real data is not exposed.

It provides various masking options, including anonymization, pseudonymization, and deletion.

Implementation Steps:

Install Salesforce Data Mask from the Salesforce AppExchange.

Configure the masking rules for the fields that contain sensitive information. You can choose the appropriate masking technique based on your needs (e.g., random characters, fixed characters, or deletion).

Apply the masking rules to the full copy sandbox where the contractor will be working.

Benefits of Using Data Mask:

Security: Ensures sensitive data is not exposed in non-production environments.

Compliance: Helps meet regulatory and compliance requirements by protecting personal and personally identifiable information.

Flexibility: Allows you to define specific rules for different types of data and fields.

References:

CertGod Nonprofit Cloud Consultant study guide: "Implement Salesforce Data Mask and mask the sensitive data"​​.

To provide each affiliate and the national nonprofit the ability to see only its own donor data in a single Salesforce org, the consultant should use Criteria-based Sharing. Here's why:

Criteria-based Sharing:

This feature allows for defining sharing rules based on specific criteria, such as record ownership or certain field values.

By setting up criteria-based sharing rules, each affiliate and the national nonprofit can be restricted to viewing only the records that meet the specified criteria, such as records tagged with their specific region or affiliate identifier.

References:

Salesforce Sharing and Visibility Guide

Salesforce Criteria-based Sharing Rules Documentation

To quickly deploy a solution that provides insights into corporate sponsorships, including pipeline value, number of opportunities, Pardot score, win/loss percentage, stage value, and a table of opportunities, the consultant should recommend B28 Marketing Analytics. Here’s why:

B28 Marketing Analytics:

This analytics solution is designed to provide deep insights into marketing performance, including detailed views of pipeline metrics and opportunity analysis.

It integrates with Salesforce and Pardot, offering out-of-the-box dashboards and reports that can be quickly deployed.

The tool enables the nonprofit to gain actionable insights into why certain sponsorships are closing or being lost, facilitating data-driven decision-making.

References:

Salesforce B28 Marketing Analytics Documentation

Salesforce Pardot Integration Guide

To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:

In-App Guidance (B):

This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.

myTrailhead (D):

myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.

Steps to Implement:

Set Up In-App Guidance:

Navigate to Setup -> In-App Guidance.

Create prompts and walkthroughs tailored to the nonprofit's processes.

Deploy myTrailhead:

Customize and publish training content on myTrailhead.

Encourage staff to complete the training modules to improve their Salesforce skills.

References:

Salesforce In-App Guidance Documentation

Salesforce myTrailhead Documentation