Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant (NPC) NP-Con-102 Questions and Answers

To locate NPSP release information, two key places are:

Power of Us Hub: This is a community for Salesforce.org customers, where they can access release notes, documentation, and discussions about NPSP updates.

GitHub Cumulus Releases: This repository contains detailed release information, including new features, bug fixes, and enhancements for NPSP.

These sources provide comprehensive and up-to-date information on NPSP releases.

Before importing a large volume of data into an NPSP org, it’s crucial to ensure data quality and optimize performance. Here are the steps:

Check if the Data is Clean, Structured, and in its Final Format:

Review the data to ensure it is free of duplicates, correctly formatted, and complete.

Clean data before importing to avoid data quality issues.

Disable Certain Apex Classes Using TDTM:

Navigate to NPSP Settings in Salesforce.

Under "Settings", find "TDTM (Table Driven Trigger Management)".

Temporarily disable non-essential Apex classes that might interfere with the data import process. This helps improve the import performance and reduces the risk of errors.

By following these steps, you can ensure that the data import process is smooth and that the imported data maintains high quality.

"Preparing for Data Import in NPSP" from Salesforce Help: Data Import Preparation

"Managing TDTM in NPSP" from Salesforce.org: TDTM Management

myTrailhead is the best solution for a nonprofit organization that wants to train and test its employees on various skills such as brand messaging, creating support cases for IT, and publishing online videos. myTrailhead provides a customized learning experience that can be tailored to specific needs and allows for interactive and engaging training modules. This solution also includes testing capabilities to assess employee understanding and track progress over time.

Customizable Rollups in NPSP provide a flexible way to manage rollup calculations for donations and other records. However, once Customizable Rollups are enabled, the action is irreversible. This means you cannot revert to the standard rollup settings after enabling Customizable Rollups.

Steps to Enable:

Enable Customizable Rollups:

Navigate to NPSP Settings -> Donations -> Customizable Rollups.

Enable the Customizable Rollups feature.

Configure Rollups:

Set up the necessary rollup rules and configurations to match the nonprofit's data tracking and reporting needs.

https://trailhead.salesforce.com/content/learn/modules/data_modeling/schema_builder

To ensure that new system admins understand the purpose of Salesforce field customizations, the following steps should be taken:

Complete All Field Descriptions:

For every custom field created in Salesforce, ensure that the "Description" field is filled out comprehensively.

Go to Salesforce Setup.

Navigate to the Object Manager and select the object that has custom fields.

For each custom field, click on "Edit" and provide a detailed description that explains the field’s purpose, usage, and any important notes regarding its functionality.

Save the changes.

Document Customizations:

Maintain comprehensive documentation of all custom fields, including their descriptions, data types, and any validation rules associated with them.

Use a shared document or a dedicated Salesforce documentation tool to keep this information accessible and up-to-date.

Training and Onboarding:

Create a training module or onboarding program for new system admins that includes an overview of key customizations.

Use Trailhead modules to supplement learning about field management and customization best practices.

Utilize Salesforce Resources:

Encourage new admins to use Salesforce’s Schema Builder to get a visual overview of the data model, which can help them understand how different fields and objects are interconnected.

Leverage the Setup Audit Trail to review any changes made to field customizations and understand their history.

By ensuring that all field descriptions are complete and providing thorough documentation, new system admins will have a clear understanding of the customizations, helping them manage and maintain the Salesforce instance more effectively.

To determine if an acknowledgment letter was sent for a donation, the best approach is to check the "Acknowledgement Status" picklist value on the Opportunity object. Here's how you can do it:

Navigate to the Opportunity Object:

Go to the App Launcher and find Opportunities.

Add the Acknowledgement Status Field:

Ensure that the "Acknowledgement Status" field is included in the Opportunity page layout.

Navigate to Setup.

In the Object Manager, select Opportunity.

Go to Page Layouts and add the "Acknowledgement Status" field to the relevant layout if it is not already there.

Review the Acknowledgement Status:

Open the Opportunity record for the donation in question.

Look for the "Acknowledgement Status" field to see if it indicates that the acknowledgment letter has been sent.

Automate Tracking (Optional):

Use workflows or Process Builder to update the "Acknowledgement Status" automatically when certain conditions are met, such as when a task related to sending an acknowledgment letter is marked complete.

Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Acknowledgments

Salesforce Trailhead: Opportunities and Donations

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.

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

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

When a nonprofit creates a custom Opportunity Name for all in-kind gifts, it is important to understand how this change impacts existing and new Opportunity records. The Refresh All Opportunity Names utility can be used to update the names of existing Opportunities to match the new naming convention. Additionally, the custom Opportunity Name Format will only apply to new Opportunities that match the specified record type.

Steps:

Update the Opportunity Name Format settings to reflect the new naming convention for in-kind gifts.

Use the Refresh All Opportunity Names utility to apply the new naming convention to existing Opportunities. This ensures consistency across all records.

Inform users that the new naming convention will only be automatically applied to new Opportunities created with the matching record type going forward.

Monitor the changes and verify that the updated names meet the nonprofit's requirements.

When integrating an external email platform with Salesforce, it's important to consider storage implications and retention policies. Here are the steps to take into account these considerations:

Evaluate Storage Requirements:

Campaign Member records are used to track email interactions within Salesforce. These records typically consume less storage compared to creating a custom object for the same purpose.

Custom objects can lead to higher storage usage, especially if tracking detailed interaction data.

Retention Policies:

Understand the email platform's data retention policies. Some platforms allow you to specify how long subscriber activity data (such as opens, clicks, and unsubscribes) should be retained.

Configure the retention settings to align with your organization's data retention policies and compliance requirements.

Integration Setup:

Set up the integration to ensure that Campaign Members are created or updated with each email interaction.

Use the external email platform's API to push data into Salesforce, ensuring that Campaign Members are updated in real-time or through scheduled syncs.

Monitor and Optimize:

Regularly monitor storage usage in Salesforce and optimize data retention settings to balance between having sufficient historical data and managing storage costs.

Salesforce Storage Usage Best Practices: Detailed best practices for managing storage in Salesforce. Salesforce Help.

Email Platform Integration Guides: Specific guides for integrating popular email platforms with Salesforce (e.g., Mailchimp, Pardot).

Salesforce Flows are ideal for guiding users through step-by-step processes, making them a perfect solution for triaging patients. By creating a flow, the nonprofit can ensure volunteers follow a consistent process, capture accurate data, and make immediate service decisions. Here’s how to set this up:

Design the Flow:

Open Flow Builder from Setup.

Create a new Screen Flow.

Add Screens and Inputs:

Add screens with input fields for the qualifying questions.

Use Decision elements to branch the flow based on the answers provided.

Capture Data:

Use Assignment elements to store input data in variables.

Save data to Salesforce records as needed (e.g., Case or Custom Object records).

Generate Decision Outcomes:

Based on the data captured, use Decision elements to determine eligibility.

Display the outcome on a final screen or update a record with the decision.

Test and Deploy:

Test the flow thoroughly in Sandbox.

Deploy the flow to production and embed it in the relevant Lightning pages.

"Create a Simple Flow" from Salesforce Help: Create a Flow

"Guided Processes for Nonprofits" from Salesforce.org: Salesforce Flow for Nonprofits

When finalizing the plan for new features during a Salesforce major seasonal release window:

Verify Sandbox Release:

Check if the sandbox is on the same release as production to ensure consistency. Navigate to Setup -> Company Information in both environments to verify the release versions.

Review Sandbox Preview Instructions:

Salesforce provides sandbox preview instructions before a major release. Review these instructions to understand the new features and changes. Go to the Salesforce Release Readiness & Feature Adoption group on the Trailblazer Community for the latest updates.

Prepare Change Sets:

Create and validate change sets in the sandbox environment. Ensure all components are tested and ready for deployment after the production instance is upgraded.

Monitor Release Window:

Keep track of the Salesforce release window schedule to plan the deployment timing accordingly. Avoid deploying changes during the release window to prevent conflicts or unexpected issues.

Person Accounts were not designed to work with the Nonprofit Success Pack (NPSP) and are not supported for use with NPSP. The best practice is to avoid using Person Accounts in NPSP. Here’s why:

Incompatibility with NPSP Features:

NPSP is designed to use the Household Account model to manage individual donors and contacts.

Person Accounts can conflict with NPSP’s data model and features, such as customizable rollups and relationship management.

Limited Support:

Salesforce and the NPSP community provide limited support for Person Accounts within the NPSP context.

Using Person Accounts may result in difficulties obtaining support and resolving issues that arise.

Best Practices for Nonprofits:

Nonprofits are encouraged to use the Household Account model to track individual contributors and volunteers.

This model offers better integration with NPSP’s built-in functionalities, such as donation tracking, engagement plans, and reporting.

Data Model Alignment:

Aligning with the Household Account model ensures data consistency and full utilization of NPSP features.

It simplifies data management and reporting by adhering to the NPSP’s standardized structure.

Salesforce NPSP Documentation: Account Models

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

To protect data and secure login credentials for external systems, the consultant should recommend using Named Credentials. Named Credentials simplify the management of authentication for external systems by storing login credentials securely within Salesforce. This approach reduces the risk of exposed credentials and ensures that data remains protected even if an employee is terminated.

Steps:

Configure Named Credentials in Salesforce for each external system.

Store the authentication details securely within Salesforce.

Use Named Credentials in Apex code and integrations to access external systems.

Regularly review and update Named Credentials as needed to maintain security.

For tracking and reviewing scholarship applications and recording scholarship recipients, award amounts, and dates, the consultant should recommend setting up the Outbound Funds Module. This module is designed for managing funds that are disbursed, such as grants and scholarships. By connecting the Funding Request to Contacts for the recipient, the nonprofit can effectively manage and track all related information in a structured and organized manner.

Salesforce Outbound Funds Module Documentation

Salesforce Nonprofit Cloud Consultant Study Guide

The Power of Us Hub Solution Exchange is designed for nonprofit organizations using Salesforce to connect directly with other nonprofits that have similar business use cases. Here’s how to utilize this resource:

Access the Power of Us Hub:

Navigate to the Power of Us Hub (https://powerofus.force.com).

Log in using your Salesforce credentials.

Explore the Solution Exchange:

Go to the "Solution Exchange" section within the Hub.

Browse through various solutions, discussions, and best practices shared by other nonprofits.

Connect with Similar Nonprofits:

Use the search and filter features to find nonprofits with similar use cases.

Participate in discussions, ask questions, and share your experiences.

Utilize Shared Resources:

Access shared resources, templates, and configurations that have been successful for other organizations.

Apply relevant solutions and best practices to your own organization’s use case.

The Power of Us Hub Solution Exchange is a valuable resource for collaboration and learning from the experiences of other nonprofits using Salesforce.

"Power of Us Hub Overview" from Salesforce.org: Power of Us Hub

"Using the Solution Exchange" from Salesforce Help: Solution Exchange

When considering the Individual ("Bucket") account model for a nonprofit organization migrating to an NPSP org:

Legacy Account Model: The Individual account model is considered a legacy option and is not recommended for new implementations due to limitations in scalability and flexibility.

Account Data Skew: With a large volume of contacts, using the Individual account model can lead to data skew issues, where too many contacts are associated with a single account, causing performance and reporting challenges.

It is advisable to consider other account models like the Household Account Model, which is more suitable for managing large volumes of contacts.

When a system admin attempts to delete a Household Account record that has Contacts with Affiliations, Relationships, and Closed/Won donations associated with it, Salesforce will prevent the deletion and display an error message. Here’s why:

Closed/Won Donations:

Salesforce prevents the deletion of records that have important related records, such as Closed/Won donations, to maintain data integrity.

Closed/Won Opportunities represent actual donations that are crucial for reporting and financial tracking. Deleting the associated Household Account would disrupt this data integrity.

Error Message:

Salesforce will display an error message indicating that the record cannot be deleted because of its associated Closed/Won donations. This safeguard ensures that critical financial data is preserved.

Salesforce Documentation on Record Deletion and Related Records

Salesforce NPSP Data Integrity and Protection Guide

For maintaining an audit trail of metadata changes over time and developing, testing, and releasing projects independently, the recommended development model is:

Package Development: This model supports modular development, allowing developers to create, test, and deploy packages independently. It provides version control and a clear audit trail of changes, ensuring that metadata changes are tracked and managed efficiently.

Independent Projects: Package development allows multiple projects to be developed in parallel without interference, making it ideal for complex environments with multiple ongoing initiatives.

Package development provides the structure and control needed for managing metadata and development processes effectively.

To create a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund" GAU and adds filters to show only the gifts connected to the "Annual Campaign," the consultant should use the "GAU Allocations with Opportunity" report type. This report type allows for filtering on both Opportunity and GAU Allocation fields.

Steps to Create the Report:

Select Report Type:

Go to the Reports tab and create a new report using the "GAU Allocations with Opportunity" report type.

Add Filters:

Filter on the Opportunity object for the Primary Campaign Source = "Annual Campaign."

Filter on the GAU Allocation object for General Accounting Unit = "General Fund."

Customize Report:

Add the necessary fields from both the Opportunity and GAU Allocation objects to the report layout.

Save and run the report to view the desired data.

To provide support for clients through a real-time chat interface with a staff member, a consultant should recommend Digital Engagement.

Digital Engagement:

Salesforce Digital Engagement allows nonprofits to connect with their clients in real-time through various digital channels, including chat, messaging apps, and social media.

It integrates with Service Cloud to provide a seamless experience for both clients and support staff, enabling real-time interactions and efficient case management.

Integrating an external event management system with Salesforce can be efficiently achieved using a middleware tool. Middleware tools are designed to facilitate communication and data transfer between different systems, automating processes and ensuring data consistency.

Middleware Tools:

Middleware tools like Mulesoft, Dell Boomi, or Jitterbit are commonly used to integrate Salesforce with external systems.

They offer robust functionalities for data transformation, real-time integration, and scheduled data synchronization.

Integration Process:

Data Mapping: Define how data fields in the event management system correspond to Salesforce fields.

API Connectivity: Set up API connections between the event management system and Salesforce using the middleware tool.

Automation: Schedule daily data transfers to automatically send event and attendee data to Salesforce, creating Campaigns and Campaign Members.

Advantages:

Real-time Data Transfer: Ensure that data is updated in real-time or at scheduled intervals without manual intervention.

Data Consistency: Middleware tools help maintain data consistency and integrity across systems.

Scalability: Easily handle large volumes of data and complex integration requirements.

Implementation Steps:

Choose a middleware tool based on the organization's requirements and budget.

Configure the tool to connect to the event management system and Salesforce.

Map the data fields and set up the necessary transformations.

Test the integration thoroughly before going live.

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.

For entering a large number of contacts from a spreadsheet and creating related cases for each contact, the NPSP Data Importer is the best tool. It allows for configuring upserts (updates or inserts) for Contacts and linking them to related records such as Cases.

Steps:

Prepare the spreadsheet with the necessary data for Contacts and Cases, ensuring all required fields are included.

Open the NPSP Data Importer in Salesforce.

Map the fields in the spreadsheet to the appropriate Salesforce fields for Contacts and Cases.

Configure the importer to upsert Contacts and create related Cases based on the spreadsheet data.

Run the import process and verify the data in Salesforce to ensure all Contacts and Cases are correctly created and linked.

When donation totals on donor records are not showing correctly in NPSP, one common issue is that the Customizable Rollups might be configured incorrectly. Specifically, it's crucial to verify that the correct target custom field is chosen for the rollup calculations.

Steps to Troubleshoot:

Check Customizable Rollups Settings:

Navigate to NPSP Settings -> Donations -> Customizable Rollups.

Review the rollup configurations to ensure that the correct fields are selected as targets for the rollup calculations.

Verify Target Fields:

Confirm that the fields where the totals should appear are correctly mapped in the rollup settings.

Ensure there are no discrepancies or misconfigurations that might cause incorrect calculations.

Review Opportunity Primary Contact:

While the primary contact verification is less likely to affect donation totals directly, it’s good practice to check that the opportunities are correctly associated with the primary contacts.

To ensure that a subset of Service Delivery records are visible to selected staff while maintaining private sharing settings, you should use criteria-based sharing rules:

Navigate to Sharing Settings:

Go to Setup in Salesforce.

Enter "Sharing Settings" in the Quick Find box and select it.

Create a Criteria-Based Sharing Rule:

In the Sharing Settings, locate the object for which you want to create the sharing rule (e.g., Service Deliveries).

Create a new sharing rule and select "Based on Criteria" as the rule type.

Define the criteria that records must meet to be shared (e.g., specific fields or values that identify the subset of records).

Specify the users or roles that should have access to these records and define the level of access (Read/Write).

Save and Apply the Rule:

Save the sharing rule and ensure it is activated.

Verify that the selected staff have the appropriate access to the records as defined by the rule.

By using criteria-based sharing rules, you can selectively grant access to specific records without compromising the overall privacy settings of the organization.

The likely cause of encountering a 500 server error when trying to map additional objects and fields with Advanced Mapping is attempting to map to an unsupported field type. Advanced Mapping in Salesforce has specific requirements and limitations regarding the types of fields that can be mapped.

Key Considerations:

Supported Field Types: Ensure that the target fields are of supported types, such as text, currency, number, date, or address fields.

Field Compatibility: Unsupported field types, such as certain complex formula fields or picklists, can cause errors during the mapping process.

Steps to Resolve:

Review Field Types:

Verify the field types of the target fields you are trying to map to ensure they are supported.

Check Documentation:

Refer to Salesforce documentation on Advanced Mapping to confirm the supported field types and any limitations.

To allow volunteers to update their contact information on the nonprofit's website using Volunteers for Salesforce (V4S), follow these steps:

Access Setup:

Navigate to Setup in Salesforce.

Enable Guest User Permissions:

Go to Sites and Domains > Sites.

Click on the site label for your volunteer portal.

Click on Public Access Settings.

Under Field Permissions, make sure the necessary fields (like Contact fields) have the correct read and write permissions for the guest user profile.

Grant Guest Users Update Access:

Ensure that "Grant Guest Users Update Access" is checked. This setting allows guest users, typically those who access your site without logging in, to update certain fields like their contact information.

Test the Configuration:

As a volunteer, navigate to the relevant page on the nonprofit's website.

Test updating the contact information to ensure that the changes are correctly reflected in Salesforce.

This configuration allows volunteers to update their contact details directly from the website, ensuring that the information in Salesforce is always up-to-date.

Salesforce Help Documentation: Sites and Public Access Settings.

When setting up Relationships in NPSP and configuring reciprocal relationships based on gender, the custom "Gender" field should be created on the Contact object. Here’s why:

Contact Object:

The Contact object is where individual data, including personal attributes such as gender, is stored.

Relationships in NPSP are primarily based on Contact records, and having the "Gender" field on the Contact object allows the system to use this information to determine the appropriate reciprocal relationship.

Automatic Reciprocal Relationships:

NPSP can be configured to automatically select reciprocal relationships based on specified criteria, such as the gender of the contacts involved.

By storing gender information on the Contact object, the system can easily access this data to apply the correct reciprocal relationship automatically.

Salesforce NPSP Documentation on Relationships

Salesforce Nonprofit Success Pack Custom Fields Guide

To capture and analyze wealth scoring for donors in Salesforce, leveraging an AppExchange application is the most effective approach. These applications can provide comprehensive wealth data and insights to support donor cultivation efforts. Here’s how to do it:

Identify Suitable AppExchange Applications:

Search the Salesforce AppExchange for wealth screening and donor prospecting tools (e.g., WealthEngine, DonorSearch).

Install the Application:

Follow the installation instructions provided by the selected application.

Ensure necessary permissions and configurations are set up.

Configure Wealth Scoring:

Set up the application to pull in wealth data for your donor contacts.

Use the provided features to rank and score donors based on their wealth data.

Integrate with NPSP:

Ensure the wealth data integrates with your existing NPSP setup.

Create reports and dashboards to visualize and analyze donor wealth information.

"WealthEngine for Salesforce" on AppExchange: WealthEngine

"DonorSearch for Salesforce" on AppExchange: DonorSearch

To standardize addresses in NPSP, especially when dealing with large amounts of Contact address data from street canvassing and telemarketing operations, the consultant should use Address Verification:

Enable Address Verification:

In Salesforce, navigate to the NPSP Settings.

Under "Address Management," enable Address Verification.

Configure the Address Verification settings according to the needs of the nonprofit.

Use Address Verification Service:

Utilize the integrated Address Verification service to standardize and validate addresses.

The service checks addresses against a reliable database, ensuring they are accurate and properly formatted.

Batch Processing:

For large amounts of data, set up batch processing to regularly verify and standardize addresses.

This can be scheduled to run monthly or as needed to keep the address data clean and accurate.

Review and Correct:

After verification, review any addresses flagged as incorrect or incomplete and make necessary corrections.

Using Address Verification helps ensure the nonprofit's address data is accurate and standardized, improving the quality of their data management.

To delegate authority to specific users for processing gift entries, the consultant should add the following permissions to a permission set:

Grant visibility to the Gift Entry tab:

This permission ensures that users can access the Gift Entry tab where they can process and manage gift entries.

Grant create, edit, and delete access to all required objects and fields:

Users need full CRUD (Create, Read, Update, Delete) access to objects and fields related to gift processing such as Donations, Payments, and any custom fields or objects involved in the gift entry process.

This level of access is essential for users to accurately record, update, and manage gift entries.

Grant access to BDI_BatchOverride and BDI_DataImport Visualforce pages:

These Visualforce pages are part of the Batch Data Import (BDI) functionality in NPSP, which is used for batch processing of gift entries.

Access to these pages allows users to override batch data and perform data imports necessary for processing gifts.

Salesforce documentation on Gift Entry permissions: Gift Entry Permissions

For tracking job seeker engagements and assigning them to case managers:

Enable web-to-case: This allows job seekers to submit inquiries via web forms, which automatically create cases in Salesforce.

Customize cases: Modify the case object to track specific engagement details from start to finish.

Assignment rules: Set up rules to automatically assign cases (job seekers) to appropriate case managers based on predefined criteria (e.g., job seeker's needs, case manager's workload).

This solution provides a structured way to handle multiple engagement channels (phone, web, email) and ensures that each job seeker is assigned a case manager for personalized support.

For loading a large volume of records, such as approximately 3 million records, into Salesforce, the Bulk API is the most efficient method. The Bulk API is designed to handle large data sets by processing records asynchronously in batches, which reduces the load on Salesforce servers and ensures efficient data transfer. This API is optimized for data loading and extraction, making it ideal for high-volume data operations.

Salesforce Bulk API Developer Guide

Salesforce Nonprofit Cloud Data Import Best Practices

To automatically add donors to the Capital Campaign when they contribute to the Capital Fund, the following steps should be taken:

Populate the Primary Campaign Source Field:

The Primary Campaign Source field on the Opportunity record links the donation to a specific Campaign.

This ensures that donations are tracked under the correct Campaign and allows for accurate reporting and analysis.

Enable Automatic Campaign Member Management:

NPSP (Nonprofit Success Pack) provides a feature for automatic campaign member management.

This feature automatically adds donors to Campaigns based on their donations, streamlining the process and reducing manual work.

To enable this, navigate to NPSP Settings -> Donations -> Automatic Campaign Member Management and activate the feature.

Steps to Implement:

Step 1: Ensure that the Primary Campaign Source field is populated on the Opportunity record whenever a donation is made to the Capital Fund.

Step 2: Enable the Automatic Campaign Member Management feature in NPSP settings to automate the addition of Campaign Members.

Benefits:

Efficiency: Reduces the need for manual updates, saving time and effort.

Accuracy: Ensures that all relevant donations are correctly attributed to the appropriate Campaign, improving reporting and donor management.

To help the executive director understand the overall summary of individuals engaged with the organization across multiple channels, creating a Campaign Hierarchy is the most effective solution. Here’s how to do it:

Create Campaigns for Each Channel:

Navigate to the Campaigns tab.

Create separate Campaigns for donations, volunteer shifts, and event attendance.

Use meaningful names to easily identify the Campaigns.

Build the Campaign Hierarchy:

Within each Campaign, specify a parent Campaign if applicable to create a hierarchy.

For example, an overarching "Engagement 2024" Campaign can have child Campaigns for donations, volunteer shifts, and events.

Associate Campaign Members:

Add relevant individuals to each Campaign as Campaign Members.

Ensure that each Campaign Member record reflects the individual's engagement in that specific channel.

Reporting on Campaign Hierarchy:

Create reports to summarize engagement across the Campaign hierarchy.

Use filters and grouping to display the number of people associated with each type of engagement by channel.

This approach provides a clear and organized view of individual engagement across various activities, making it easy to track and report on overall engagement.

Salesforce NPSP Documentation: Campaign Management

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Campaigns

For managing social media presence, listening to constituents, measuring impact, and managing activities from a mobile app, Salesforce's Social Studio is the recommended tool.

Social Studio Overview:

Social Studio is a powerful social media management tool within Salesforce.

It provides capabilities for social listening, publishing, engagement, and analytics across multiple social media platforms.

Features and Capabilities:

Social Listening:

Monitor social media channels for mentions, comments, and conversations about the organization.

Identify trends and sentiment to understand constituent engagement and feedback.

Publishing:

Schedule and publish content across multiple social media platforms.

Manage social media campaigns and track their performance.

Engagement:

Interact with constituents directly from the platform.

Manage responses and engage with the audience in real-time.

Analytics:

Measure the impact of social media activities.

Use dashboards and reports to gain insights into engagement, reach, and sentiment.

Mobile App Management:

Social Studio includes a mobile app that allows users to manage social media activities on the go.

This ensures that social media management is not limited to the desktop and can be handled efficiently from anywhere.

Implementation:

Set up Social Studio within the Salesforce environment.

Configure social media accounts and start tracking and managing social media activities.

When implementing a Salesforce marketing automation solution, it is crucial to understand the nonprofit’s overall marketing objectives and strategy first. This foundational question will guide the consultant in aligning the marketing automation tools with the nonprofit's goals and ensuring the solution supports their broader mission. Knowing the marketing objectives and strategy will also help in tailoring the solution to effectively target the right audience, measure success, and adjust tactics as needed.

Salesforce Nonprofit Cloud Consultant Study Guide

Marketing Cloud Implementation Guide

When a nonprofit organization creates a custom Opportunity name for all organization donations, the consultant should discuss the following considerations:

Using the "Refresh Name" Action (B):

The organization should use the "Refresh Name" action to change existing Opportunities to the new naming convention. This action ensures that the custom naming convention is applied correctly.

Navigate to the Opportunity record.

Click on the "Refresh Name" button to update the Opportunity name according to the new naming convention.

Using the "Refresh All Opportunity Names" Button in Bulk Data Processes (C):

For bulk updates, the organization should use the "Refresh All Opportunity Names" button available in Bulk Data Processes.

Go to NPSP Settings.

Under Bulk Data Processes, find the "Refresh All Opportunity Names" button.

Click on it to update all existing Opportunities to the new naming convention in bulk.

These methods ensure that the custom naming convention is applied consistently across all existing Opportunity records, maintaining data integrity and consistency within the Salesforce org​​.

For tracking funds received and allocated for grants, the Outbound Funds Module is the best solution. Here’s how to configure it:

Install the Outbound Funds Module:

Go to the AppExchange and search for the "Outbound Funds Module."

Click "Get It Now" and follow the installation instructions to add the module to your Salesforce org.

Configure Funding Programs and Grants:

Navigate to the "Funding Programs" tab to set up different programs that receive funds.

Create "Funding Requests" for organizations applying for grants and track the status and details of each request.

Track Funds:

Use "Funding Allocations" to track how funds are distributed to various grants. Each allocation record should specify the amount, date, and purpose of the funds.

Reporting:

Use standard and custom reports to track the inflow and outflow of funds, ensuring transparency and accountability in grant management.

To capture information for grants and easily access previous grant details, the following setup can be used in Salesforce:

Previous Grant/Gift Opportunity Lookup Field:

Add a lookup field on the Opportunity object called "Previous Grant/Gift Opportunity".

When creating a new grant Opportunity, fill in this field with the previous grant's Opportunity record.

Is Grant Renewal Checkbox:

Add a checkbox field on the Opportunity object called "Is Grant Renewal".

Check this box for Opportunities that are renewals of previous grants.

Grant Tracking and Reporting:

This setup allows easy tracking of grant renewals and provides a straightforward way to report on grants and their renewals.

Use reports and dashboards to summarize and analyze grant data, including renewals.

By linking each renewal grant to the original grant Opportunity, you maintain a clear record of the grant history, making it easy to access previous grant information and analyze grant renewals.

"Grant Management Best Practices" from Salesforce Help: Grant Management

"Nonprofit Success Pack Grant Management" from Salesforce.org: NPSP Grant Management

For a nonprofit client inexperienced with Salesforce, the best training resource to recommend is Trail Tracker by Trailhead:

Trail Tracker by Trailhead:

Trail Tracker is a Salesforce app that integrates with Trailhead, allowing organizations to assign, track, and manage Trailhead training for their users.

It is specifically designed to help users learn Salesforce through guided, interactive learning paths.

Set Up Trail Tracker:

Install Trail Tracker from the Salesforce AppExchange.

Configure the app to align with your nonprofit’s training goals.

Assign Training Modules:

Identify the relevant NPSP fundraising training modules on Trailhead.

Use Trail Tracker to assign these modules to staff members.

Monitor Progress:

Use Trail Tracker dashboards to monitor the progress of staff members as they complete their training modules.

Provide additional support or resources as needed to ensure successful completion.

To enhance the security of Salesforce usernames and passwords and prevent them from being compromised, setting up two-factor authentication (2FA) is the recommended approach. Here’s how to implement it:

Enable Two-Factor Authentication for the Org:

Navigate to Setup.

In the Quick Find box, type "Two-Factor Authentication" and select it.

Enable 2FA at the organization level.

Assign 2FA to User Profiles:

Go to the user profiles that require 2FA.

Under the profile settings, enable the requirement for two-factor authentication.

Configure 2FA Methods:

Allow users to register their preferred authentication method (e.g., Salesforce Authenticator app, SMS, email, or third-party authenticator apps).

Ensure users set up their 2FA methods through their personal settings.

User Training and Support:

Provide training materials and support to help users understand and set up 2FA.

Offer assistance for troubleshooting common issues during the setup process.

Monitor and Enforce:

Use Salesforce’s monitoring tools to ensure compliance with 2FA requirements.

Regularly review and update security policies to maintain a high level of security.

Implementing two-factor authentication significantly reduces the risk of account compromise by adding an extra layer of security beyond just usernames and passwords.

"Setting Up Two-Factor Authentication" from Salesforce Help: Two-Factor Authentication

"Salesforce Authenticator" from Salesforce Help: Salesforce Authenticator

For a nonprofit organization looking for a CRM with an integrated email marketing tool that includes built-in scoring and engagement tracking, the recommended solution is:

NPSP (Nonprofit Success Pack): This provides the CRM functionality to manage constituents.

Marketing Cloud: This offers advanced email marketing capabilities, including automation, scoring, and engagement tracking.

Marketing Cloud is designed to handle complex marketing needs and integrates seamlessly with NPSP to provide a comprehensive solution for nonprofits.

When there is a conflict between business lines regarding the addition of a new field that one line of business deems essential and another objects to, the best approach is to use the established governance committee for discussion and resolution. This ensures a structured and balanced decision-making process.

Governance Committee:

The governance committee typically includes representatives from various departments and stakeholders.

They oversee and manage changes, ensuring alignment with organizational goals and policies.

Discussion and Resolution:

Present the conflicting requirements to the governance committee.

Facilitate a discussion to understand the needs and concerns of both business lines.

Evaluate the impact of adding the field versus the potential for duplicate data and other issues.

Decision Making:

The committee will make an informed decision based on the overall benefit to the organization.

This decision will be documented and communicated to all relevant parties.

By leveraging the governance committee, the consultant ensures that the decision is made transparently, with input from all stakeholders, and in alignment with organizational policies.

https://sites.google.com/a/cloud4good.com/salesforce-glossary/home/npsp-user-manual/chapter-4-entering-data/npsp-data-importer-tool

When migrating data from a legacy donor management database, the NPSP Data Importer is the recommended tool for loading donor contact information, donation history, and payment information into Salesforce. Here’s why:

NPSP Data Importer:

The NPSP Data Importer is specifically designed for nonprofits using the Nonprofit Success Pack (NPSP).

It supports importing multiple related records (Contacts, Accounts, Opportunities, Payments) in a single file, making it ideal for comprehensive data migration.

The tool provides mapping capabilities to ensure that fields in the import file are correctly mapped to Salesforce fields.

It includes features to handle common nonprofit data structures such as household accounts, affiliations, and recurring donations.

Using NPSP Data Importer minimizes the risk of data discrepancies and ensures that all related records are correctly created and linked.

Salesforce documentation on NPSP Data Importer: NPSP Data Importer

When implementing Salesforce Shield Platform Encryption with NPSP, there are several key considerations:

Role Name Field on Partial Soft Credit Object:

If the Role Name field on the NPSP Partial Soft Credit object is encrypted, the nightly Soft Credit rollups will fail. This is because the rollup process relies on accessing this field, and encryption can interfere with its functionality.

MergeContacts List Button:

The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted. The merging process requires access to the Contact Name to identify and merge records accurately, which encryption can prevent.

Custom Unique Id Matching:

NPSP Data Import cannot perform Custom Unique Id matching on Accounts and Contacts if the field used for matching is encrypted. This limitation arises because the encryption prevents the import process from accurately comparing and matching the encrypted values.

These considerations highlight the impact of encryption on certain NPSP functionalities, and it is important to plan accordingly when implementing Shield Platform Encryption.

To provide real-time insights into membership data stored in a proprietary system, the nonprofit should use Salesforce Connect to store this information in External Objects:

Salesforce Connect:

Salesforce Connect allows Salesforce to integrate with external data sources in real-time without the need to import the data into Salesforce.

It uses External Objects to represent the data from the external system, making it accessible within Salesforce like any other object.

Implementing Salesforce Connect:

Set up an external data source connection in Salesforce to the proprietary membership management system.

Define External Objects for the membership data, such as member status, renewal dates, and other relevant data points.

Create relationships between External Objects and standard Salesforce objects (e.g., Contacts, Accounts) to link donor and membership information.

Real-Time Insights:

Use reports and dashboards to display membership data alongside fundraising and program data.

Ensure that membership data is updated in real-time, providing accurate and timely insights.

By utilizing Salesforce Connect and External Objects, the nonprofit can achieve real-time visibility into its membership data without duplicating data storage.

To transition from Person Accounts to the Household Account model in NPSP and avoid interacting with Person Accounts, the recommended approach is to migrate to a new Salesforce NPSP org. Here’s how:

Apply for a New Salesforce NPSP Org:

Contact Salesforce to apply for a new NPSP org.

Ensure the organization qualifies for the NPSP and request the necessary licenses.

Request License Transfer:

Work with Salesforce support to transfer existing licenses from the current org to the new NPSP org.

Export Data from Current Org:

Export all Person Account data, including Contacts, Accounts, Opportunities, and any other relevant records.

Use Salesforce Data Loader or another export tool to ensure a complete data export.

Prepare Data for Import:

Clean and prepare the exported data for import into the new org.

Map Person Account data to the appropriate fields in the Household Account model.

Import Data into New NPSP Org:

Use the NPSP Data Importer or Data Loader to import the cleaned data into the new org.

Ensure that all relationships and references are correctly mapped and maintained during the import process.

This method ensures a clean transition to the Household Account model without the complications of dealing with Person Accounts in the original org.

Salesforce NPSP Documentation: Account Models

Salesforce Trailhead: Data Import Strategies

In the NPSP Data Import Template, the Account fields should contain:

Household-related data:

This data includes information pertinent to the household of the contacts, such as household name and address. Household-related data is crucial for managing and segmenting contacts within the NPSP.

When the consultant encounters API call limit errors after switching the integration from a sandbox to a production environment, the likely explanation is:

Different API Call Limits for Sandbox and Production Environments:

Salesforce environments have different API call limits based on the type of environment and the organization's Salesforce edition. Sandbox environments often have higher API call limits for testing purposes, while production environments have stricter limits to ensure performance and reliability.

To ensure that all child Opportunities contain the unique reference number from the Recurring Donation object and to prevent modifications after creation, follow these steps:

Create a Custom Text Field on the Opportunity Object:

Navigate to Setup.

In the Object Manager, select Opportunity.

Click on Fields & Relationships.

Create a new Text field (e.g., "Recurring Donation Reference Number").

Use NPSP Recurring Donation Custom Field Mappings:

Navigate to NPSP Settings.

Under "Donations", select "Recurring Donations".

Go to "Field Mappings".

Map the custom text field on the Recurring Donation object to the custom text field on the Opportunity object.

Ensure Field-Level Security:

Set the field-level security for the custom fields to ensure that they are only editable by the required profiles and read-only for others.

By following these steps, the unique reference number will be automatically populated and synchronized from the Recurring Donation object to all child Opportunities, and it will remain consistent for reconciliation purposes.

Salesforce NPSP Documentation: Custom Field Mapping

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Settings

A Salesforce-recommended V2MOM includes key components that guide an organization’s strategic planning and execution. The two sections that should be included are:

Vision:

This section defines what you want to achieve. It sets the overall direction and purpose of the plan. For example, "Increase donor engagement and retention by 20% over the next fiscal year."

Metrics:

This section includes the measures of success. Metrics help track progress and determine if the vision and goals are being met. For example, "Track the number of new donors, donor retention rate, and total donations received."

Including these sections ensures that the organization has a clear direction (Vision) and a way to measure success (Metrics), which are critical for strategic planning and execution.

"V2MOM: Vision, Values, Methods, Obstacles, and Measures" from Salesforce Blog: V2MOM Framework

To ensure a subset of org users can fully access the government-issued personal identification number stored in an encrypted field on Contact records, the consultant should enable the "View Encrypted Data" system permission on a Permission Set:

View Encrypted Data System Permission:

This permission allows users to view the full unmasked value of encrypted fields.

It is necessary for users who need to access sensitive data stored in encrypted fields.

Steps to Enable the Permission:

Create or update a Permission Set in Salesforce.

Enable the "View Encrypted Data" permission in the System Permissions section of the Permission Set.

Assign the Permission Set to the appropriate subset of users who require access to the encrypted data.

Security Considerations:

Ensure that only trusted and authorized users are granted this permission due to the sensitive nature of the data.

Regularly review and audit Permission Set assignments to maintain security and compliance.

By enabling the "View Encrypted Data" permission, the nonprofit ensures that authorized users can access sensitive data as needed for their roles.

https://trailhead.salesforce.com/en/content/learn/modules/nonprofit-success-pack-administration-basics/understand-the-npsp-data-model

For nonprofits needing to track key information related to grants, such as deadline dates, activity completion dates, and descriptions, Deliverables within Salesforce are the recommended feature. Deliverables allow nonprofits to create and manage detailed records of grant-related activities, set deadlines, and monitor progress directly on the Opportunity object.

Steps:

Enable Deliverables in Salesforce.

Create Deliverable records to track grant-related tasks, deadlines, and activities.

Configure Deliverables to display the next deadline date on the Opportunity.

Use reports and dashboards to monitor the status and progress of grant-related activities.

To ensure that donors receive credit for new donations, the automatic Opportunity Contact Role hard credit value should be configured in NPSP Settings. Here’s how to do it:

Navigate to NPSP Settings:

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

Access Donations Settings:

Under NPSP Settings, select "Donations".

Click on "Opportunity Contact Roles".

Configure Default Contact Role:

Set the default Contact Role for Opportunities to ensure that the primary donor is automatically assigned the correct role.

This role typically is "Primary Donor" or "Donor".

Verify and Save:

Ensure that the configuration is correct and save the changes.

This setup ensures that when new donations are imported or entered, the primary donor receives the appropriate hard credit automatically, maintaining accurate donor credit records.

Salesforce NPSP Documentation: Opportunity Contact Roles

Salesforce Trailhead: Manage Donations in NPSP

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.

When using Marketing Cloud Connect and enabling tracking, the type of data available for reporting using Salesforce reports includes Email Studio Send details. Here’s why:

Marketing Cloud Connect:

Marketing Cloud Connect integrates Marketing Cloud with Salesforce, enabling data synchronization and reporting.

This integration allows Salesforce to pull tracking data from various Marketing Cloud modules into Salesforce reports.

Email Studio Send Details:

Email Studio Send details include data such as email opens, clicks, bounces, and other email performance metrics.

This data is critical for understanding the engagement and effectiveness of email campaigns, and it is available for reporting within Salesforce.

Salesforce Marketing Cloud Connect Documentation

Salesforce Email Studio Reporting Guide

Defining goals is crucial for any project, including Salesforce implementations. Goals help ensure that the project has a clear direction and measurable outcomes. Here are the reasons:

Measure and Prove Results (B):

Setting clear goals allows the project team to measure progress and success. It provides a benchmark against which results can be compared, helping to demonstrate the project's impact and value.

Define a Clear Purpose (C):

Goals help articulate the purpose of the project, providing clarity and focus. This ensures that all team members understand the objectives and work towards a common aim, reducing confusion and aligning efforts.

Before implementing the Accounting Subledger, review the following configurations:

Review Accounting Triggers:

Ensure that your Salesforce instance has the necessary triggers enabled to support the Accounting Subledger.

Go to Setup -> Triggers, and verify the status of triggers related to accounting functionalities.

Check Recurring Donations:

Navigate to NPSP Settings -> Recurring Donations.

Verify that the configuration aligns with the needs of the Accounting Subledger, ensuring proper allocation and tracking of recurring donations.

Payment Allocations:

Check the settings for payment allocations to ensure they are correctly mapped to the general ledger accounts used in your accounting system.

NPSP Settings:

Verify the overall NPSP settings to ensure there are no conflicts with the Accounting Subledger functionalities.

To ensure that the membership rollups in NPSP work properly, the following settings need to be configured:

Check that the Membership Record Type is Selected for Membership Rollups:

Go to NPSP Settings.

Navigate to "Settings" -> "Donations" -> "Customizable Rollups".

Ensure that the membership record type is selected and configured to be included in the rollups. This allows NPSP to aggregate membership data correctly.

Ensure there is an Opportunity Record Type Set Up for Memberships:

Navigate to Setup -> Object Manager -> Opportunity.

Ensure there is a specific record type for memberships (e.g., "Membership Opportunity").

Configure this record type with the necessary fields and settings specific to membership tracking.

By ensuring these configurations are in place, NPSP can properly roll up membership data and provide accurate metrics for the organization.

"Customizable Rollups in NPSP" from Salesforce Help: Customizable Rollups

"Setting Up Opportunity Record Types" from Salesforce.org: Opportunity Record Types

To track the high school a student attended and their college enrollment, the consultant should recommend using the NPSP Affiliations objects:

NPSP Affiliations: This object is designed to connect Contacts to Accounts representing institutions like high schools and colleges.

Status Field: Use the Status field within the Affiliations object to indicate if the student is currently enrolled or a former student.

This approach allows the nonprofit to maintain a detailed history of the student's educational journey and easily track changes in their enrollment status.

To retain the legacy system's 150 donation appeal source codes as historical data in NPSP, you should follow these steps:

Create Campaigns for Each Legacy Source Code:

Navigate to the Campaigns tab in Salesforce.

Create a new Campaign for each of the 150 legacy source codes.

Name the Campaigns according to the source codes for easy identification.

Prepare Your Import Data:

Ensure that your import data includes a column for Campaigns, where you can map each donation to the corresponding legacy source code Campaign.

Import Contacts and Opportunities:

Use the Data Import Wizard or Data Loader to import your Contacts and Opportunities.

During the import process, map the source code field in your data to the appropriate Campaign in Salesforce.

Relate Contacts and Opportunities to Campaigns:

Ensure that each Contact and Opportunity record is related to the correct Campaign representing the legacy source code.

By organizing your legacy source codes into Campaigns and mapping your import data accordingly, you can effectively retain and manage historical donation appeal source codes in NPSP.

To record the most recent Opportunity close date on Contact records and ensure the field is overwritten every time a new Opportunity meets the criteria, use NPSP Customizable Rollups:

NPSP Customizable Rollups: This feature allows users to define rollup fields that aggregate data from related objects (e.g., Opportunities) to a parent object (e.g., Contacts).

Most Recent Opportunity Close Date: Configure a rollup summary to track the most recent close date. This ensures the field on the Contact record is updated whenever a new Opportunity with a qualifying close date is added.

Using NPSP Customizable Rollups ensures the process is automated and tailored to nonprofit needs.

When a donor wants to split their gift between two scholarship funds, the consultant should recommend using GAU Allocations:

GAU Allocations:

General Accounting Unit (GAU) Allocations in NPSP (Nonprofit Success Pack) allow for the distribution of a single donation across multiple funds or purposes. This feature supports detailed tracking and reporting on how donations are allocated.

For a nonprofit using direct mail extensively and needing to automate the search for duplicate contact records, the consultant should recommend implementing Duplicate Jobs. Here’s why:

Duplicate Jobs:

Duplicate Jobs allow organizations to run deduplication processes on a schedule, ensuring that the data remains clean and free from duplicates.

This feature can be configured to find and merge duplicate contacts based on predefined matching rules.

It helps maintain data quality by regularly identifying and managing duplicate records, which is essential for effective direct mail campaigns.

Salesforce Duplicate Management Documentation

Salesforce Nonprofit Success Pack Duplicate Management Guide

To track all donations that go to a specific, designated fund, the consultant should create a GAU Allocation record for the designated fund. Here’s how to set it up:

Create GAU Records:

Navigate to the App Launcher and search for "General Accounting Units".

Create a new GAU record for each designated fund.

Link Donations to GAUs:

When entering or importing donations (Opportunities), use the GAU Allocation section to allocate the donation amount to the relevant GAU.

Specify the amount or percentage of the donation that should be allocated to each GAU.

Set Up GAU Allocation:

In the Opportunity record, scroll to the GAU Allocations related list.

Click "New" to create a new GAU Allocation.

Select the appropriate GAU and enter the allocation amount.

Reporting on GAUs:

Create reports to track donations by GAU.

Use the GAU Allocation object in your report to filter and summarize donations by designated funds.

By using GAU Allocations, the nonprofit can effectively manage and report on restricted funds, ensuring that donations are tracked according to donor intent.

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Manage General Accounting Units (GAUs)

To ensure that the Donor Advised Fund (DAF) receives credit for donations, using Account Soft Credits is the best approach. Here’s how to set this up:

Navigate to NPSP Settings:

Go to Setup.

In the Quick Find box, type "NPSP Settings" and select it.

Configure Soft Credits:

In NPSP Settings, navigate to "Donations" -> "Soft Credits".

Ensure that soft credits are enabled for Accounts and Contacts.

Add Soft Credits on Opportunities:

When entering a donation, go to the Opportunity record.

Add a new soft credit for the DAF by selecting the appropriate Account (the financial institution housing the DAF).

Specify the role as "Donor Advised Fund" or similar.

Track and Report:

Use Opportunity reports to track soft credits and generate reports showing the contributions attributed to the DAF.

Using soft credits allows the organization to properly credit the DAF for donations without altering the primary donor records.

"Managing Soft Credits in NPSP" from Salesforce Help: Soft Credits

"Tracking Donor-Advised Funds" from Salesforce.org: Donor-Advised Funds

To reduce manual data entry and improve efficiency when entering donation data into both Salesforce and an external accounting system, the consultant should recommend using the Accounting Subledger:

Accounting Subledger:

The Accounting Subledger in NPSP provides a way to sync financial data between Salesforce and external accounting systems.

It ensures that donation data entered in Salesforce is automatically available for reconciliation and reporting in the accounting system.

Setting Up Accounting Subledger:

Install and configure the Accounting Subledger from the AppExchange.

Define the mapping between Salesforce donation records and the corresponding records in the accounting system.

Set up integration rules to automatically sync data based on predefined triggers and schedules.

Benefits:

Reduces manual data entry by automating the transfer of donation data.

Ensures data consistency and accuracy across systems.

Provides real-time visibility into financial data for better decision-making.

By using the Accounting Subledger, the nonprofit can streamline its data entry processes and improve overall efficiency.

To add donors to a Campaign from an Opportunities report, the report must include Contact records. The correct approach is to create a report type that includes Contacts, such as the Opportunities with Contact Roles report type.

Creating the Report:

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

Select the "Opportunities with Contact Roles" report type. This report type includes both Opportunity and Contact records.

Configuring the Report:

Add the necessary filters to include the desired Opportunities and their related Contacts.

Customize the report to display relevant fields, such as Contact Name and Opportunity Amount.

Adding to Campaign:

Once the report is configured and run, select the Contacts you want to add to the Campaign.

Use the "Add to Campaign" button available in the report to add these Contacts as Campaign Members.

Benefits of This Approach:

Ensures that the Campaign Members are correctly linked to the Opportunity records.

Streamlines the process of managing Campaigns and associated donor information.

Additional Steps:

Ensure that the "Add to Campaign" button is enabled for the report type in Setup if it is not already visible.

When installing NPSP (Nonprofit Success Pack) in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature, the consultant should create a Membership Opportunity record type. This step is crucial because it allows the organization to effectively track and manage membership-related opportunities distinctly from other types of opportunities.

Steps:

Log in to Salesforce: Access the Salesforce org where NPSP will be installed.

Navigate to Object Manager: Go to Setup and search for "Object Manager".

Select Opportunity Object: From the Object Manager, select the Opportunity object.

Create a New Record Type:

Click "Record Types" under the Opportunity object.

Click "New" to create a new record type.

Enter "Membership" as the Record Type Label.

Provide a description such as "Record type for tracking membership opportunities".

Select the existing record type to clone from (e.g., "Master").

Assign this record type to appropriate profiles.

Click "Save".

Customize Page Layouts: Assign and customize page layouts for the new Membership record type as needed.

Verify and Test: Ensure that the Membership record type is correctly set up by creating a test membership opportunity.

https://trailhead.salesforce.com/content/learn/modules/program-management-with-nonprofit-cloud/manage-nonprofit-programs-with-salesforce

To track each program and the status of youth enrolled in the program using the Program Management Module (PMM) in Salesforce, the consultant should use the "Programs" and "Program Engagements" objects.

Key Features:

Programs: This object represents the various programs offered by the nonprofit. Each program can have multiple engagements and activities associated with it.

Program Engagements: This object tracks the involvement of individuals (youth in this case) in specific programs. It allows the nonprofit to monitor the status and progress of each participant within the program.

Steps to Implement:

Set Up Programs:

Navigate to the Programs tab.

Create records for each after-school program offered by the nonprofit.

Track Engagements:

Navigate to the Program Engagements tab.

Create records for each youth enrolled in the programs, linking them to the appropriate program and tracking their status.

Governance is critical in a Salesforce implementation project for several reasons:

Cost Savings:

Effective governance helps prevent costly mistakes and rework by ensuring that all project activities align with the overall objectives and best practices.

It also ensures efficient resource utilization and minimizes waste.

Security:

Governance frameworks include policies and procedures to safeguard data and ensure compliance with legal and regulatory requirements.

It ensures that proper security measures are in place to protect sensitive information, which is crucial for nonprofit organizations.

Delivery Speed:

With governance, there are clear roles, responsibilities, and processes which streamline decision-making and reduce delays.

It enables quicker resolution of issues and ensures that the project stays on track, leading to faster delivery.

Steps to Emphasize Governance:

Establish a governance committee that includes key stakeholders.

Define clear governance policies and procedures.

Regularly review and adjust the governance framework as needed to ensure continuous alignment with project goals.

By emphasizing these points, the consultant can highlight the importance of governance in ensuring the success of the Salesforce implementation.

When a consultant is about to begin a data project with a nonprofit to clean up Opportunity data and needs to temporarily disable NPSP Triggers for performance reasons, it is typically necessary when uploading a large volume of records, such as 1 million new Contact records.

Steps:

Log in to Salesforce: Access the Salesforce org with NPSP installed.

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

Disable Triggers:

In the NPSP Settings, expand "Bulk Data Processes" and then "TDTM".

Find the specific triggers related to the data being uploaded.

Disable the relevant triggers by unchecking the "Active" checkbox.

Save the changes.

Perform Data Upload:

Use a data loader or similar tool to upload the 1 million Contact records.

Ensure data integrity and verify successful upload.

Re-enable Triggers:

After the data upload is complete, go back to the NPSP Settings.

Re-enable the previously disabled triggers by checking the "Active" checkbox.

Save the changes.

Verify and Test: Confirm that the triggers are working correctly and that the data has been uploaded properly.

To troubleshoot the error message "Npsp,TDTMCContact

of AfterUpdate caused by : System,SObjectException

field gender_c Contact (npsp)," the admin should:

Check for Invalid Values:

The error indicates that there might be invalid values in the gender field on Contact records.

Review the values in the gender field across the Contact records to ensure they conform to the expected values (e.g., Male, Female, Non-binary).

Steps to Verify and Correct Values:

Use Salesforce reports or data export tools to extract Contact records with gender values.

Check for any discrepancies or invalid entries.

Correct the invalid values by updating the records with appropriate values.

Review Field Mappings and Settings:

Ensure that any field mappings related to the gender field in Relationship settings or Reciprocal Relationships are correctly configured.

By ensuring the gender field values are valid, the admin can resolve the error and ensure smooth execution of the after-update trigger.

https://trailhead.salesforce.com/en/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/set-up-soft-credits-npsp

https://trailhead.salesforce.com/en/content/learn/modules/donation-soft-credit-management-with-nonprofit-success-pack/create-and-manage-soft-credits

To ensure that the person being honored by a tribute gift consistently receives the proper soft credit, the nonprofit should set up Automatic Opportunity Contact Roles in NPSP and configure the Honoree role. This automation ensures that the honoree is always credited appropriately without manual intervention.

Steps:

Navigate to NPSP Settings > Donations > Automatic Opportunity Contact Roles.

Add a new Contact Role with the role type "Honoree."

Set the role to be automatically assigned to Opportunities that meet the criteria for tribute gifts.

Test the configuration by creating a new tribute gift and verifying that the Honoree Contact Role is correctly assigned.

Train staff on how to use the new setup to ensure consistency in data entry.

To localize the US-focused labels of some NPSP fields for a UK-based nonprofit, such as replacing "Organization" with "Organisation," the consultant should activate English (UK) in Language Settings. Here’s why:

Activate English (UK):

Salesforce supports multiple languages and localizations, including English (UK), which provides localized labels for standard fields and objects.

By activating English (UK), the system will automatically use British English conventions, replacing US-centric terms with UK equivalents.

This is a straightforward and efficient method to localize field labels without the need for custom development or manual label changes.

Salesforce Language Settings Documentation

Salesforce Localization and Translation Guide