Nonprofit-Cloud-Consultant Premium Exam Questions

To allow staff to use other applications without leaving Salesforce, implementing Salesforce Canvas is the recommended solution:

Salesforce Canvas:

Salesforce Canvas allows you to embed external applications directly within Salesforce

To ensure information appears on both the Opportunity and Payment records without entering it twice, the following steps should be taken:

Create Custom Fields on the Payment Object:

Identify the fields that need to be shared between the Opportunity and Payment records.

Go to the Payment object in Salesforce and create custom fields that match those on the Opportunity object.

Create Payment Mappings in NPSP Settings:

Navigate to NPSP Settings.

Go to the “Donations” section and find “Payment Mappings.”

Set up mappings to link Opportunity fields to the corresponding Payment fields.

This ensures that when an Opportunity is created or updated, the relevant data is automatically copied to the Payment record.

By creating custom fields and setting up payment mappings, the required information will be synchronized between Opportunity and Payment records, eliminating the need for duplicate data entry.

References:

Salesforce Nonprofit Success Pack (NPSP) documentation on Payment Mappings

CertGod Nonprofit Cloud Consultant guide​

Salesforce recommends using V2MOM (Vision, Values, Methods, Obstacles, and Measures) with customers in the requirements-gathering phase of a project to achieve organizational alignment. Here’s how V2MOM helps:

Vision:

Define what you want to achieve. This provides a clear direction for the project.

Values:

Identify what is important about the vision and why it matters. This aligns the project goals with the organization's core values.

Methods:

Outline the steps to achieve the vision. This ensures everyone understands the approach and processes to be followed.

Obstacles:

Recognize potential challenges and how to address them. This prepares the team to handle issues proactively.

Measures:

Determine how success will be measured. This provides clear criteria for evaluating progress and outcomes.

Using V2MOM ensures that all stakeholders are aligned with the project’s goals, values, methods, challenges, and success metrics, fostering a unified approach to project execution.

References:

Salesforce V2MOM Framework: Marc Benioff’s V2MOM

Salesforce Trailhead: Define Your Vision with V2MOM

When using NPSP (Nonprofit Success Pack) with the default account model and a new Contact is created without specifying an Account Name, NPSP automatically creates an Account with a household name.

Default Account Model in NPSP:

NPSP typically uses the Household Account Model by default.

This model groups individuals into households, making it easier to manage and report on donor families.

Automatic Account Creation:

If a Contact is created without an Account Name, NPSP automatically generates a Household Account.

The name of the Household Account is usually derived from the Contact’s last name, formatted as "The [LastName] Household."

Process:

Step 1: A user creates a new Contact record, leaving the Account Name field blank.

Step 2: Upon saving the Contact, NPSP checks for an existing Household Account.

Step 3: If no Household Account exists, NPSP creates a new Household Account using the Contact’s last name.

Benefits:

Organization: Ensures that all Contacts are associated with an Account, maintaining data integrity.

Reporting: Facilitates household-level reporting and analytics.

References:

CertGod Nonprofit Cloud Consultant study guide: "An Account is created with a household name"​​.