Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant (SU24) Question and Answers

To collect information online about new volunteers, including names, contact details, skill sets, and availability, and create a report with this information, the following solutions are recommended:

Collect Contact Information During Job Sign Up:

Use the Job Listings feature in Volunteers for Salesforce to capture volunteer information during the job sign-up process.

Ensure that the sign-up form includes fields for contact details, skill sets, and availability.

Steps to Set Up Job Listings:

Navigate to the Volunteers for Salesforce setup.

Configure job listings and ensure the sign-up forms capture all necessary information.

Add the Volunteer Sign Up Form to the Nonprofit's Website:

Create a Volunteer Sign Up form and embed it on the nonprofit’s website.

Use the Volunteers for Salesforce Web-to-Volunteer feature to automatically capture and create records in Salesforce.

Steps to Set Up Web-to-Volunteer:

Go to Volunteers for Salesforce settings.

Set up the Web-to-Volunteer form with the required fields.

Embed the form on the nonprofit’s website.

These methods ensure that all relevant volunteer information is captured and stored in Salesforce, allowing for easy reporting and management.

References:

Volunteers for Salesforce Documentation

Salesforce Help: Setting Up Web-to-Volunteer Forms

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Before installing Nonprofit Cloud Case Management into its production org, a nonprofit should consider the following prerequisites:

Enable My Domain:

My Domain is required for many Salesforce features, including those in Nonprofit Cloud Case Management.

Enabling My Domain allows customization of the Salesforce URL, enhances security, and is a prerequisite for some Salesforce features.

Ensure Appropriate Licenses Are Provisioned:

Nonprofit Cloud Case Management requires specific licenses to be available in the org.

Ensuring that the appropriate licenses are provisioned is crucial for enabling users to access the features and functionalities of Case Management.

References:

Salesforce Nonprofit Cloud Case Management Installation Guide

Salesforce My Domain Documentation

After using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household, the consultant needs to manually select a Primary Contact for each Household Account. Here’s the detailed process:

Run the Conversion Utility Tool:

Navigate to NPSP Settings.

Under the "Bulk Data Processes" section, find and run the Conversion Utility tool to convert One-to-One Accounts to Household Accounts.

Review Converted Records:

Once the Conversion Utility tool runs successfully, review the newly created Household Accounts.

Each Household Account should have the associated Contacts correctly linked.

Select a Primary Contact for Each Household:

Go to each new Household Account.

Manually select a Primary Contact from the list of related Contacts. This step is crucial as the Conversion Utility does not automatically set the Primary Contact.

The Primary Contact field is used in many NPSP features and reports, so ensuring it is correctly set is important.

By performing this manual action, you ensure that the data integrity and functionality within NPSP are maintained after the conversion.

References:

Salesforce NPSP Documentation: Convert One-to-One Accounts to Household Accounts

Salesforce Trailhead: Manage Households in NPSP

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.

References:

Salesforce Help: Setting Up Sharing Rules

Nonprofit Success Pack (NPSP) Documentation on Sharing and Security Settings

https://powerofus.force.com/s/article/NPSP-Configure-Data-Importer-Options

When loading a large volume of historical data into Salesforce, especially data spanning several years, it is common to encounter performance issues like the "Apex CPU Time Limit Exceeded" error. This error occurs because Salesforce processes each record with all active triggers, which can consume a significant amount of processing time.

Steps to Resolve:

Disable Trigger Handlers:

Navigate to NPSP Settings -> Trigger Handlers.

Uncheck the Active checkbox for all Trigger Handlers. This will temporarily disable the triggers, allowing the data to load without the additional processing overhead.

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Both Marketing Cloud and Pardot offer the capability to segment data and functionality using business units. This is particularly useful for large nonprofits with multiple chapters operating under a single brand but needing customized roles, processes, and messaging.

Marketing Cloud:

Business Units: Allows organizations to separate data, user permissions, and content based on different parts of the organization, such as chapters or departments. Each business unit can have its own data and customizations, enabling localized marketing while maintaining centralized control.

Pardot:

Business Units: Pardot Business Units enable marketing teams to partition data and customize marketing efforts for different segments within the organization. This ensures that each chapter can tailor its marketing automation processes to its specific needs while maintaining brand consistency.

References:

Salesforce Marketing Cloud Documentation

Salesforce Pardot Documentation

Salesforce Trailhead: Get Started with Marketing Cloud Business Units

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.

References:

CertGod Nonprofit Cloud Consultant Guide: Provides guidance on updating Opportunity names and using utilities for bulk updates​​.

Salesforce Documentation on Opportunity Name Formats: Details the steps for configuring and applying custom naming conventions.

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https://help.salesforce.com/s/articleView?id=000358792 &type=1

When using Advanced Mapping for data imports in Salesforce Nonprofit Success Pack (NPSP), it is essential to understand that the target objects must be NPSP objects. Advanced Mapping is designed specifically to enhance the data import capabilities within NPSP by allowing detailed mapping configurations that align with NPSP's data model.

Key Considerations:

NPSP Specific: Advanced Mapping is tailored for NPSP objects, ensuring that data is correctly mapped and imported into the NPSP-specific fields and objects.

Enhanced Data Import: This feature allows for more precise data import, reducing the likelihood of errors and ensuring data integrity.

Steps for Using Advanced Mapping:

Navigate to NPSP Settings:

Go to NPSP Settings -> Data Import -> Advanced Mapping.

Configure Mapping:

Set up mappings between source data fields and target NPSP object fields.

Ensure that the target fields align with the NPSP data model requirements.

Perform Data Import:

Use the NPSP Data Importer to upload and import the data using the configured mappings.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Configure Advanced Mapping for NPSP Data Import

To integrate an existing proprietary event management system with Salesforce and automatically send event and attendee data daily, the consultant should recommend using a middleware tool. Middleware tools facilitate the integration between different systems, enabling seamless data transfer and synchronization.

Key Benefits:

Automation: Middleware tools can automate data transfers, ensuring that event and attendee data is regularly updated in Salesforce.

Customization: Middleware solutions offer customizable integration workflows to meet specific business requirements.

Steps to Implement:

Select a Middleware Tool:

Choose a middleware tool that supports integration with both the proprietary event management system and Salesforce (e.g., MuleSoft, Zapier, or Dell Boomi).

Configure Integration:

Set up the integration workflows in the middleware tool to map data fields between the event management system and Salesforce.

Schedule the data transfers to occur daily, ensuring that event and attendee data is consistently updated.

References:

Salesforce Integration Patterns and Best Practices

Middleware Tool Documentation (e.g., MuleSoft, Zapier, Dell Boomi)

To segment constituents based on their one-time donations from the prior fiscal year, the nonprofit should use Customizable Rollups in NPSP:

Customizable Rollups:

Customizable Rollups in NPSP allow nonprofits to create custom rollup fields that aggregate data based on specific criteria, such as donation type and date range.

These rollups can be configured to include only one-time gifts received during the prior fiscal year.

Setting Up Rollups:

Navigate to NPSP Settings.

Go to "Donations" and then "Customizable Rollups."

Create a new rollup that sums one-time donations within the specified date range (the prior fiscal year).

Use this rollup field to segment and analyze constituents based on their donation history.

Reporting and Segmentation:

Use the rollup field in reports and list views to segment constituents and analyze their giving patterns.

References:

Salesforce Nonprofit Success Pack (NPSP) Documentation: Customizable Rollups

Salesforce Help: Creating and Managing Rollups

https://www. salesforce.com/products/marketing-cloud/faq/

For managing multiple communication channels, creating personalized journeys, automating message triggers, and linking communications to donations, the combination of NPSP and Marketing Cloud is the best solution. Marketing Cloud offers robust capabilities for email marketing, social media, mobile messaging, and more, integrated with Salesforce for a unified view of constituent interactions.

Steps:

Implement NPSP to manage donor and constituent information within Salesforce.

Set up Marketing Cloud and connect it to Salesforce using the Marketing Cloud Connect integration.

Configure Marketing Cloud to create personalized journeys for constituents based on their interactions and engagement history.

Use Marketing Cloud's automation features to trigger messages and manage multi-channel communications.

Link communication activities in Marketing Cloud to donation records in NPSP to track the impact of marketing efforts on fundraising outcomes.

References:

CertGod Nonprofit Cloud Consultant Guide: Recommends using Marketing Cloud for advanced marketing automation and multi-channel communications​​.

Salesforce Documentation on Marketing Cloud and NPSP Integration: Details on setting up and leveraging Marketing Cloud for nonprofits.

To troubleshoot incorrect values in the NPSP calculated donation summary fields on Contact and Account records, the consultant should review the following:

Customizable Rollups:

Verify the settings and configuration of Customizable Rollups in NPSP. Incorrect configurations or mappings can lead to inaccurate summary values.

Ensure that the rollups are set up correctly to calculate totals based on the desired criteria.

Opportunity Stages:

Check the Opportunity stages to ensure they are correctly defined and assigned. Only certain stages (e.g., "Closed Won") should be included in donation summaries.

Misconfigured or incorrect stages can result in inaccurate summary calculations.

NPSP Health Check:

Run the NPSP Health Check to identify any potential configuration issues or data integrity problems.

The Health Check provides insights and recommendations to address common issues within NPSP.

References:

Salesforce Nonprofit Success Pack Documentation on Customizable Rollups

Salesforce Opportunity Stages Configuration Guide

NPSP Health Check Documentation

To predict the likelihood of a contact becoming a recurring donor, the consultant should implement Einstein for Nonprofits. Here's how:

Enable Einstein for Nonprofits:

Ensure that Einstein Analytics and Discovery are enabled in the Salesforce org.

Navigate to the Einstein for Nonprofits setup and configure the necessary settings.

Configure Prediction Models:

Use Einstein Prediction Builder to create a custom prediction model.

Define the criteria and data points that indicate a high likelihood of recurring donations, such as past donation behavior, engagement levels, and demographic information.

Train and Deploy the Model:

Train the prediction model using historical data.

Deploy the model to start predicting which contacts are likely to become recurring donors.

Utilize Predictions in Fundraising Strategies:

Fundraisers can use the predictions to prioritize outreach and engagement efforts.

Customize communication and engagement plans for high-potential recurring donors.

Einstein for Nonprofits leverages AI and machine learning to provide insights and predictive analytics, helping nonprofits make data-driven decisions to enhance donor engagement and fundraising efforts.

References:

Salesforce Einstein for Nonprofits: Einstein for Nonprofits.

Salesforce Einstein Prediction Builder Guide: Prediction Builder.

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.

References:

Salesforce Help Documentation: Sites and Public Access Settings.

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.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Help: Configure Advanced Mapping for Data Import

When rolling out a new implementation of Salesforce and NPSP containing custom code, especially near a Salesforce release date, it's critical to consider the following points about using a preview sandbox:

API Version Differences:

The API version in the preview sandbox may differ from the production instance. This difference can cause inconsistencies or issues when deploying code developed or tested in the preview environment to the production environment.

It’s essential to test the compatibility of your custom code and integrations with the new API version in the preview sandbox to ensure they work seamlessly once the Salesforce release is live in production.

Project Planning:

Ensure that any development or testing done in the preview sandbox accounts for potential changes introduced by the new release. Plan for additional testing post-release to verify everything functions as expected.

Deployment Strategy:

Develop a clear deployment strategy that includes thorough testing and validation in both the preview sandbox and a post-release production environment.

References:

Salesforce Release Notes

Salesforce Sandbox Preview Guide

For a nonprofit offering courses that grant teachers credit toward maintaining their teaching certification, the Program Management Module (PMM) is the best solution to track course completions and credits awarded. PMM allows the nonprofit to manage program enrollments, track progress, and report on outcomes effectively.

Steps:

Set up the Program Management Module to include the specific courses offered and the credits awarded for each course.

Create Program Engagement records for each teacher enrolling in the annual cohort, linking them to the relevant course modules.

Track the completion of course modules and update the credits awarded to each teacher within their Program Engagement records.

Use custom reports and dashboards to monitor progress, track completions, and generate reports on credits awarded to teachers.

References:

CertGod Nonprofit Cloud Consultant Guide: Recommends using PMM for tracking program enrollments, progress, and outcomes​​.

Salesforce Documentation on Program Management Module: Provides detailed instructions on setting up and using PMM for managing educational programs.

To exclude gala attendees from the report that identifies individual donors who have yet to make a gift toward the Annual Fund Campaign this year, a cross filter should be added to the report. Cross filters allow you to filter records based on related objects, such as excluding contacts who are campaign members of the gala event.

Steps:

Go to Reports and create a new report or edit an existing report on donors.

Add a cross filter to the report by clicking on the "Filters" pane and selecting "Add Cross Filter."

Set the cross filter to exclude Contacts who are Campaign Members of the specific gala campaign.

Save and run the report to ensure it correctly excludes gala attendees.

References:

Nonprofit Cloud Reporting Guide: Explains how to use cross filters to refine report data based on related objects​​.

Salesforce Help: Detailed steps on creating and using cross filters in reports.

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

To allow case managers to create and edit service delivery records in the Program Management Module (PMM), you should assign the appropriate permissions through Permission Sets. Permission Sets provide a way to grant specific permissions to users without changing their profiles, making it easier to manage access to certain functionalities.

Steps:

Create a Permission Set:

Navigate to Setup -> Permission Sets.

Click "New" to create a new permission set.

Grant Permissions:

In the new permission set, go to Object Settings.

Find and select "Service Deliveries."

Grant "Create" and "Edit" permissions.

Assign the Permission Set:

Assign the newly created permission set to the case managers who need access to create and edit service delivery records.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Permission Sets

(https://trailhead.salesforce.com/en/content/learn/modules/contact-and-account-settings-in-nonprofit-success-pack/merge-duplicate-contacts-and-accounts-npsp)

When encountering errors while trying to merge contacts using the NPSP Contact Merge tab, the following issues are likely causes:

Delete Access to Contacts:

The user needs to have delete access to the contacts being merged. Without the necessary permissions, the user will not be able to complete the merge operation.

Ensure that the user's profile or permission set includes delete permissions on the Contact object.

Unique External ID:

If a unique external ID is retained from the non-master contact, it can cause conflicts during the merge process. The system expects unique external IDs to remain unique, and retaining an ID from a record that is being merged (and effectively deleted) can create issues.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Merge Contact Permissions Guide

To create a report of all memberships that will expire in exactly 30 days, the consultant should filter the report on Membership End Date using the condition "Membership End Date equals NEXT 30 DAYS and does not equal NEXT 29 DAYS." This ensures that the report includes only those memberships expiring exactly on the 30th day, excluding those that expire earlier or later.

References:

Salesforce Reporting and Dashboards Guide

Salesforce Nonprofit Cloud Consultant Study Guide

To send automated renewal emails on a 30/60/90/180-day cadence with different email templates based on members' website visits, Pardot is the recommended solution:

Pardot for Email Automation:

Pardot is Salesforce’s B2B marketing automation solution that can handle complex email automation requirements.

It allows you to create automated email campaigns based on specific triggers and criteria, such as website visits and renewal dates.

Setting Up Pardot Automation:

Create dynamic lists in Pardot that segment members based on their renewal dates (30/60/90/180 days).

Design and create different email templates for each segment.

Use Pardot's Engagement Studio to build automated workflows that send the appropriate email template to each segment based on the criteria.

Tracking and Reporting:

Pardot provides detailed tracking and reporting on email engagement, allowing you to monitor the effectiveness of your renewal campaigns.

Using Pardot, the nonprofit can create personalized and timely renewal emails, improving member engagement and renewal rates.

References:

Salesforce Pardot Documentation

Trailhead: Automate Marketing to Businesses with Pardot

To track supporters who send advocacy messages to elected officials, the nonprofit can use the following solutions:

Organize Advocacy Messages into Campaigns:

Create a Campaign in Salesforce for each advocacy initiative.

Add Contacts who take action (send messages) as Campaign Members. This allows the nonprofit to track participation and engagement within each advocacy campaign.

Use an Online Advocacy Platform from the AppExchange:

Select an advocacy platform from the Salesforce AppExchange that integrates with Salesforce. These platforms are designed to facilitate advocacy efforts and automatically sync supporter actions with Salesforce.

The platform can record which supporters sent messages and update Salesforce accordingly, ensuring accurate tracking and reporting.

These solutions provide a comprehensive approach to managing and tracking advocacy efforts, leveraging the capabilities of Salesforce and specialized advocacy tools.

References:

Salesforce AppExchange: Advocacy Platforms

Nonprofit Success Pack (NPSP) Documentation: Managing Campaigns and Campaign Members

To configure NPSP to send Apex error messages to a specific system admin, you should follow these steps:

Navigate to NPSP Settings:

Go to the App Launcher in Salesforce.

Type "NPSP Settings" in the search bar and select it.

Access System Tools:

In the NPSP Settings, locate the "System Tools" section in the left-hand sidebar.

Configure Error Notifications:

Under System Tools, select "Error Notifications."

Here, you will find options to configure who receives error notifications.

Set the Specific Admin:

Find the field where you can specify the user to receive error notifications.

Enter the username or search for the specific admin user you want to receive these notifications.

Save the settings.

By following these steps, you ensure that all Apex error messages are sent only to the specified system admin, effectively managing error notifications within NPSP.

References:

Nonprofit Success Pack (NPSP) Documentation: System Tools > Error Notifications section.

Salesforce documentation on user management and notification settings.

When a nonprofit is making a substantial technology shift that will affect multiple teams and departments, the initial steps should include forming a powerful guiding coalition and establishing a sense of urgency. These steps are critical for successful change management.

Form a powerful guiding coalition:

This involves assembling a group with enough power and influence to lead the change effort and encourage collaboration across departments.

Establish a sense of urgency:

Creating a sense of urgency helps build the momentum needed for change by highlighting the importance and benefits of the technology shift to the entire organization.

References:

Kotter's 8-Step Change Model

Salesforce Nonprofit Cloud Consultant Study Guide

When preparing for an upcoming NPSP release and wanting to validate customizations, the consultant can take the following approaches:

Test Customizations in an Updated Sandbox (A):

Update the sandbox to the latest release of NPSP.

Deploy the customizations to the updated sandbox and thoroughly test them to ensure compatibility with the new release.

Configure a Scratch Org with NPSP Dependency and Test Customizations (D):

Set up a new scratch org using Salesforce DX and include the NPSP dependency.

Deploy the customizations to the scratch org and test them to validate their functionality with the latest NPSP release.

Steps to Implement:

Update Sandbox:

Refresh the sandbox and ensure it is on the same version as the upcoming NPSP release.

Deploy and test the customizations in the sandbox environment.

Set Up Scratch Org:

Use Salesforce DX to create a scratch org with the necessary NPSP configurations.

Deploy the customizations to the scratch org and perform testing.

References:

Salesforce Developer Documentation on Sandboxes and Scratch Orgs

Salesforce Trailhead: Salesforce DX and Development Environments

To track a check that includes donations from several donors for a specific program, the consultant should configure GAU Allocations and Partial Soft Credits in NPSP. Here’s why:

GAU Allocations:

General Accounting Unit (GAU) Allocations are used to track how donations are allocated across different programs or funds.

This feature allows the nonprofit to specify which portion of the check is designated for the specific program, providing clear tracking and reporting.

Partial Soft Credits:

Partial Soft Credits can be used to attribute portions of a single donation to multiple donors.

This feature allows the nonprofit to recognize each donor for their contribution while keeping the accounting of the total donation intact.

References:

Salesforce NPSP Documentation on GAU Allocations

Salesforce NPSP Documentation on Soft Credits

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 manage incoming donations, provide a portal for constituents and staff members, and create a new web experience for constituents, a consultant should recommend:

NPSP with Experience Cloud:

Experience Cloud (formerly known as Community Cloud) enables nonprofits to build branded portals for their constituents and staff. It facilitates creating a self-service portal, donation management, and community engagement all in one platform.

To ensure that case managers gather all required information when qualifying new beneficiaries, Salesforce Flow is the most effective automation tool:

Create a Flow:

In Salesforce Setup, navigate to "Flow Builder" and create a new Flow.

Choose a "Screen Flow" to guide users through the data entry process.

Design the Flow:

Add screens to the Flow that contain fields for all the required information. Use validation rules to ensure required fields are completed before proceeding to the next screen.

Use logic elements like decisions and assignments to handle conditional data collection based on previous inputs.

Deploy the Flow:

Embed the Flow on the Lightning Record Page for case managers to use when qualifying new beneficiaries.

Ensure the Flow is easily accessible and part of the standard workflow for case managers.

Training and Support:

Provide training for case managers on how to use the Flow.

Monitor usage and collect feedback to make any necessary adjustments.

Salesforce Flow provides a guided, interactive way to ensure all required information is collected consistently.

References:

Salesforce Documentation: Flow Builder Guide

Trailhead Module: Automate Your Business Processes with Lightning Flow

To configure Accounting Subledger so that only the appropriate records are created and available for export to finance, you need to set up Stage to State Mapping. This ensures that only donations at a certain stage are included in the ledger entries. Here are the steps:

Access Accounting Subledger Setup:

Navigate to the Accounting Subledger settings in Salesforce.

Configure Stage to State Mapping:

Define the mapping between Opportunity Stages and Accounting Subledger States.

For example, map the "Closed Won" stage to a state that signifies the donation is ready for ledger entry creation.

Update Opportunity Stages:

Ensure that your Opportunity Stages are correctly set up to reflect the different states of your donation process (e.g., "Pledged", "Received").

Create Ledger Entries:

Once an Opportunity reaches the specified stage (e.g., "Closed Won"), a ledger entry is automatically created.

Only these ledger entries are included in the export to finance.

By configuring the Stage to State Mapping, you ensure that only finalized donations (those that reach a specific stage) are included in the ledger entries, making the finance export process more efficient and accurate.

References:

Salesforce Accounting Subledger Documentation: Stage to State Mapping.

To ensure that the membership rollups in NPSP (Nonprofit Success Pack) work properly for managing a membership program, the consultant needs to configure the following items:

Select the membership record type for membership rollups:

This involves defining which Opportunity record types are used for membership donations. This configuration allows the NPSP to properly identify and roll up membership donations.

https://powerofus.force.com/s/article/NPSP-Merging-Contacts

When using the NPSP Contact Merge functionality, any empty Household Accounts that do not have associated Contacts or Opportunities are automatically deleted. This is likely the cause of the reduction in the number of household accounts noticed by the system administrator.

Steps to Verify:

Check Merge Settings:

Review the settings and configuration of the NPSP Contact Merge process to understand its behavior regarding empty Household Accounts.

Review Audit Logs:

Check the Salesforce audit logs to see the details of the merge operations and confirm that empty Household Accounts were deleted.

Restore if Necessary:

If the deletion of empty Household Accounts was unintended, use data recovery options to restore any necessary records.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Merge Duplicate Records in Nonprofit Success Pack

When loading a large volume of data for a nonprofit, the following steps can significantly speed up the process:

Defer Sharing Rule Calculation:

Defer the sharing rule calculations during the data load process. This prevents Salesforce from recalculating sharing rules for each record as it is loaded, which can slow down the process considerably.

After the data load is complete, you can manually trigger the sharing rule recalculations.

Steps to Defer Sharing Rule Calculation:

Go to Setup.

Enter "Defer Sharing Calculations" in the Quick Find box.

Enable the deferment option before starting the data load.

Disable Related Apex Classes in TDTM:

Temporarily disable Apex triggers and classes in the TDTM (Table Driven Trigger Management) framework to reduce processing overhead during the data load.

This ensures that the system doesn't execute complex Apex code for each record being loaded.

Steps to Disable Related Apex Classes in TDTM:

Go to NPSP Settings.

Navigate to TDTM (Table Driven Trigger Management).

Identify and disable the relevant triggers and classes temporarily.

These steps help streamline the data loading process by minimizing the processing and recalculations that Salesforce would otherwise perform on each record.

References:

Salesforce Help: Defer Sharing Rule Calculation

Nonprofit Success Pack (NPSP) Documentation: Managing TDTM Settings

https://powerofus.force.com/s/article/NPSP-Configure-Automated-Soft-Credits#ariaid-title6

To automatically credit the spouse for a donation in NPSP, the consultant should recommend enabling Automatic Soft Credit for household members in the NPSP settings. This setting ensures that any donation made by a household member is automatically soft credited to other members of the household.

Steps to Enable:

Navigate to NPSP Settings:

Go to Setup -> NPSP Settings.

Enable Automatic Soft Credits:

Under Donations -> Soft Credits, enable the option for Automatic Soft Credit for Household Members.

Verify Soft Credits:

Check the Opportunity records to ensure that soft credits are correctly applied to household members.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Manage Soft Credits in Nonprofit Success Pack (NPSP)

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https://powerofus.force.com/s/article/ASL-Automate-Stage-to-State-Mappings

To export detailed accounting transactions, including pledges, to an external financial system using Accounting Subledger, the consultant should set the "Pledged" stage to "Committed" in Stage to State Mapping. Here’s why:

Stage to State Mapping:

In Accounting Subledger, the Stage to State Mapping feature allows you to map Opportunity stages to accounting states.

By setting the "Pledged" stage to "Committed," you ensure that all pledges are recognized and exported as committed transactions in the accounting system.

This setting helps in accurately reflecting the financial commitments of the nonprofit organization.

References:

Salesforce documentation on Accounting Subledger: Accounting Subledger

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.

References:

Salesforce Outbound Funds Module Documentation

Salesforce Nonprofit Success Pack (NPSP) Resources

Salesforce Trailhead: Manage Programs and Funding

For a nonprofit organization needing an email marketing tool to measure email engagement and evaluate prospective supporters:

Pardot Grading: This measures how well a prospect fits the ideal customer profile based on criteria such as job title, industry, and location.

Pardot Scoring: This tracks a prospect’s engagement with marketing materials, assigning points based on interactions such as email opens, clicks, and form submissions.

Combining Pardot Grading and Scoring provides a comprehensive view of both the quality and engagement level of prospective supporters.

References:

Salesforce Pardot Documentation

Salesforce Trailhead: Pardot Scoring and Grading

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.

References:

Salesforce NPSP Documentation: Account Models

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

Creating a Campaign hierarchy is the most effective way to track funding for projects and monitor year-over-year goals in Salesforce. Campaign hierarchies allow for organizing campaigns in a structured manner, making it easy to roll up data and track progress across different levels. Here’s how to set this up:

Create Parent Campaigns for Years:

For each year, create a parent campaign. For example, "2023 Projects" and "2024 Projects".

Create Sub-Campaigns for Projects:

Under each yearly parent campaign, create sub-campaigns for each project. For instance, "2023 Projects" can have sub-campaigns like "Project A", "Project B", etc.

Link Sub-Campaigns to Parent Campaigns:

Use the Parent Campaign lookup field to link each project campaign to its respective year campaign. This establishes the hierarchy.

Track Goals and Progress:

Use Campaign fields to set goals and track actual amounts. Fields like "Campaign Member Status", "Amount Raised", and custom fields can be used to track the funding and progress.

Use roll-up summary fields to aggregate data from sub-campaigns to parent campaigns.

Reporting and Dashboards:

Create reports and dashboards to monitor the progress of each project and year-over-year comparisons. Use the Campaign Hierarchy feature in reports to show aggregated data.

By setting up a Campaign hierarchy, the foundation can easily track the funding, manage goals, and compare progress year-over-year.

References:

"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies

"Managing Campaigns in NPSP" from Salesforce.org: Managing Campaigns

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.

References:

CertGod Nonprofit Cloud Consultant study guide: "Create a report type that includes Contacts such as the Opportunities with Contact Roles report type"​​.

To categorize donors into Gold, Silver, and Bronze based on the total gift amount for the year, the NPSP Levels feature should be utilized. This feature allows the organization to automatically categorize donors based on specified criteria.

Define Levels in NPSP:

Navigate to NPSP Settings > Levels.

Create three new Levels: Gold, Silver, and Bronze.

For each Level, specify the range of the total gift amount for the year. For example:

Gold: $10,000 and above

Silver: $5,000 to $9,999

Bronze: $1,000 to $4,999

Configure Level Criteria:

Set the criteria for each Level to be based on the "Total Gifts This Year" field.

Ensure the system is tracking the total gifts correctly by verifying the Customizable Rollups settings.

Assign Levels to Donors:

The system will automatically evaluate donors and assign them to the appropriate Level based on their total giving for the year.

This categorization can be used in reports, dashboards, and donor segmentation for targeted communication and recognition.

References:

CertGod Nonprofit Cloud Consultant Guide:

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.

References:

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

Updates to the Nonprofit Success Pack (NPSP) are pushed to production organizations once every two weeks. These frequent updates ensure that organizations using NPSP have access to the latest features, bug fixes, and improvements. Here’s what you need to know:

Regular Updates:

NPSP follows a bi-weekly release schedule, meaning updates are deployed approximately every two weeks.

Automatic Updates:

These updates are automatically pushed to production environments, requiring no manual intervention from administrators.

Release Notes:

Release notes for each update are published and can be accessed to understand the changes and new features included in each release.

Testing and Sandbox Environments:

It’s recommended to test updates in a sandbox environment before they are deployed to production, especially if customizations are in place.

References:

"NPSP Release Schedule" from Salesforce.org: NPSP Release Schedule

"Release Notes and Announcements" from Salesforce.org: NPSP Release Notes

For donors who prefer to have their recurring donations three times per year, follow these steps to create a custom installment period in NPSP:

Navigate to NPSP Settings:

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

Access Recurring Donations Settings:

In NPSP Settings, click on "Donations".

Select "Recurring Donations".

Create a Custom Installment Period:

Click on "Custom Installments".

Add a new custom installment period named "Tri-Yearly" or any other preferred name.

Define the specific details for this installment period, such as frequency and dates.

Add to Installment Picklist:

Ensure the new custom installment period is added to the Recurring Donation installment picklist.

Update existing recurring donations as needed to use the new installment period.

This customization allows the organization to accommodate donors who prefer tri-yearly installments.

References:

Salesforce NPSP Documentation: Recurring Donations

Salesforce Trailhead: Recurring Donations 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.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Customizable Rollups in NPSP

To automatically generate an Opportunity whenever a Lead is converted in NPSP, the consultant should enable the "Create an Opportunity on Lead Convert" option in the NPSP Settings. This option ensures that an Opportunity is automatically created as part of the lead conversion process.

Navigate to NPSP Settings:

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

Enable Lead Conversion Setting:

In NPSP Settings, expand the "Leads" section.

Find the "Lead Conversion" settings.

Check the box for "Create an Opportunity on Lead Convert".

Save the settings.

This configuration streamlines the process, ensuring that Opportunities are consistently created during lead conversion, without requiring additional custom code or third-party applications.

References:

CertGod Nonprofit Cloud Consultant Guide:

For a large nonprofit organization functioning like a for-profit corporation and needing to manage Leads and track its Opportunity pipeline:

Salesforce Account Model without NPSP: This model is suitable as it aligns with for-profit business processes, focusing on managing business accounts, leads, and opportunities. The Household Account Model in NPSP is more suited for organizations managing individual donors, which is not applicable here.

Using the standard Salesforce Account Model allows the organization to leverage Salesforce’s CRM capabilities tailored for B2B interactions.

References:

Salesforce Account Model Documentation

Salesforce Trailhead: Managing Leads and Opportunities

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.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Managing Account Models in NPSP

Pardot is the recommended automation method for sending out automated renewal emails on a 30/60/90 day schedule, with different email templates based on members' website visits. Pardot is a powerful marketing automation tool that integrates seamlessly with Salesforce, providing advanced capabilities for email marketing, lead nurturing, and segmentation. Here’s how to set this up:

Integrate Pardot with Salesforce:

Ensure that Pardot is connected to your Salesforce instance. This allows seamless data synchronization between the two systems.

Create Email Templates in Pardot:

Design and create the different email templates in Pardot that you want to use for the 30, 60, and 90-day renewal reminders.

Personalize the email content based on the members’ interactions and website visits.

Set Up Automation Rules:

Use Pardot’s automation rules to create rules that trigger emails based on the members' renewal dates and website activity.

Define the criteria for each rule (e.g., 30 days before renewal date, 60 days before renewal date, etc.).

Create Engagement Programs:

Use Engagement Studio in Pardot to create automated drip programs that send out the renewal emails at the specified intervals.

Add logic to the engagement program to select different email templates based on the members' website visits and interactions.

Track and Analyze:

Use Pardot’s reporting and analytics features to track the performance of the email campaigns, monitor open rates, click-through rates, and engagement metrics.

By leveraging Pardot’s advanced automation capabilities, the organization can efficiently manage and personalize its renewal email campaigns, improving member retention and engagement.

References:

"Getting Started with Pardot" from Salesforce Help: Pardot Setup Guide

"Pardot Engagement Studio" from Salesforce Help: Engagement Studio

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To evaluate and recommend whether to use NPSP in the same Salesforce environment or start over in a new environment, the consultant should use Salesforce Optimizer. Salesforce Optimizer provides a comprehensive report that evaluates the current Salesforce org and identifies areas for improvement and optimization.

Log in to Salesforce: Access the Salesforce org.

Navigate to Salesforce Optimizer: Go to Setup, search for "Optimizer", and select "Salesforce Optimizer".

Run Salesforce Optimizer:

Click "Run Optimizer".

Wait for the evaluation to complete. Salesforce Optimizer will generate a detailed report.

Review the Report:

Analyze the report to understand the current state of the Salesforce environment.

Look for insights related to customizations, data quality, and system usage.

Make a Recommendation:

Based on the findings, determine if the existing environment is suitable for implementing NPSP.

If significant issues or customizations are found, consider starting over in a new environment.

Using Salesforce Optimizer helps ensure an informed decision based on the health and suitability of the current Salesforce environment.

Lightning Flow in Salesforce is a powerful declarative tool that allows users to automate business processes and create guided visual experiences. This tool is specifically designed for process automation and can help nonprofits streamline routine activities without requiring any coding knowledge. Here are the steps to use Lightning Flow for automating processes:

Access Lightning Flow Builder:

Navigate to Setup.

In the Quick Find box, type "Flows" and select "Flows" under Process Automation.

Create a New Flow:

Click "New Flow".

Choose the type of flow you want to create. For automating routine activities, "Screen Flow" or "Scheduled-Triggered Flow" might be appropriate.

Design the Flow:

Use the drag-and-drop interface to add elements like screens, decisions, assignments, and loops.

Configure each element to define the process logic.

Set Entry Conditions and Actions:

Define the trigger for the flow (e.g., record creation, updates, scheduled times).

Specify the actions to be taken (e.g., create/update records, send emails, call Apex classes).

Test the Flow:

Before activating the flow, use the Debug mode to test and ensure it works as expected.

Activate the Flow:

Once tested, activate the flow so it starts running based on the defined conditions.

References:

"Get Started with Automation Tools" from Salesforce Help: Salesforce Automation

"Salesforce Flow for Nonprofits" from Salesforce.org: Salesforce.org Guide

To automatically add donors who give to the Capital Fund to the Capital Campaign:

Enable Automatic Campaign Member Management in NPSP Settings: This feature allows automatic management of Campaign Members based on criteria defined in NPSP settings.

Populate the Primary Campaign Source Field on the Opportunity Record: By setting the Primary Campaign Source on the Opportunity record, donors can be automatically added to the associated Campaign.

These steps ensure that any donor contributing to the Capital Fund is automatically linked to the Capital Campaign, streamlining the process and ensuring accurate tracking.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Managing Campaigns in NPSP

To send a mailing to all clients and track who was sent the invitation and who responded, you should use Campaigns in NPSP. Here’s how to set it up:

Create a Campaign:

Navigate to the Campaigns tab.

Click "New Campaign" and fill out the necessary details such as Campaign Name (e.g., "Workforce Development Program Invite").

Filter List View for Clients:

Go to the Contacts tab.

Create a new list view or filter an existing one to include only clients. This might include adding filters for criteria that identify clients, such as specific Account Record Types or custom fields.

Add Contacts to Campaign:

Select all the clients in the list view.

Use the "Add to Campaign" button to add these Contacts to the previously created Campaign.

Track Responses:

After sending the invitations, track responses by updating the Campaign Member Status. This can be done manually or through an automated process if you have integrated email tracking.

Create a Campaign Report:

Go to the Reports tab.

Create a new report using the "Campaigns with Campaign Members" report type.

Filter the report to show the specific Campaign and the statuses of the Campaign Members (e.g., "Sent", "Responded").

This process ensures that the nonprofit can track who the invitations were sent to and who has responded, providing a clear view of the engagement for the workforce development program.

References:

"Campaign Management in NPSP" from Salesforce Help: Campaign Management

"Creating and Managing Campaigns" from Salesforce.org: Campaigns Guide

To protect sensitive data like a government-issued ID number, encrypting the field and carefully managing access permissions is crucial. Here's a step-by-step guide on implementing this security solution:

Create the Custom Field:

Navigate to Setup.

In the Object Manager, select the relevant object (e.g., Contact).

Click on Fields & Relationships.

Create a new Text field for the government-issued ID number.

Enable Classic Encryption for Custom Fields:

In Setup, search for "Encryption Policy".

Enable "Encrypt Custom Fields".

Select the custom field you created for the government-issued ID and mark it for encryption.

Set Permissions:

Navigate to Setup.

Go to Profiles or Permission Sets.

Ensure only the necessary profiles/permission sets have the "View Encrypted Data" permission:

Click on the relevant Profile or Permission Set.

In System Permissions, enable "View Encrypted Data".

Assign this permission only to those users who need to interact with the government ID data.

Adjust Field-Level Security:

In the Object Manager, select the custom field for the government ID.

Click on "Set Field-Level Security".

Ensure the field is visible only to the necessary profiles.

Remove the field from page layouts for users who should not access it.

Test the Setup:

Log in as a user with access to the encrypted data to verify they can view and interact with the data.

Log in as a user without access to ensure they cannot see the encrypted field.

By following these steps, you ensure that the government-issued ID number is encrypted and only accessible to authorized personnel, thereby protecting sensitive client data effectively.

References:

Salesforce Security Guide: Classic Encryption for Custom Fields

Salesforce Permission Sets: Managing Permissions

To load 45,000 records into Salesforce from a single flat file:

Data Loader: This tool is designed for bulk data import and export, handling large volumes of records efficiently. It supports complex data mappings and transformations required for importing donor, donation, and payment processing records.

Large Volume Handling: Data Loader can process up to millions of records, making it suitable for the task at hand.

Using Data Loader ensures that the records are imported accurately and efficiently, with the ability to handle data transformations as needed.

References:

Salesforce Data Loader Documentation

Salesforce Trailhead: Data Management Tools

Under the Household Account model in Salesforce NPSP, a Contact's Account represents where they live, essentially their Household. The Primary Affiliation, on the other hand, indicates where they work or are affiliated professionally.

Household Account:

This is used to group individuals living at the same address into a single account.

All contacts associated with a Household share the same Account record, representing their home address and family unit.

Primary Affiliation:

This is a special relationship field in NPSP that links a Contact to an Organization or company where they work or have a significant relationship.

It allows nonprofits to track where their constituents are employed or connected professionally, separate from their residential information.

References:

CertGod Nonprofit Cloud Consultant Guide

Establishing a Center of Excellence (CoE) addresses the governance function of the application development lifecycle. A CoE provides leadership, best practices, and oversight to ensure consistent and effective use of Salesforce across the organization:

Governance: Ensures that there are clear policies, standards, and guidelines for managing and using Salesforce.

Best Practices: The CoE promotes best practices for development, deployment, and ongoing management of Salesforce applications.

By focusing on governance, a CoE helps maintain the integrity, quality, and strategic alignment of Salesforce initiatives within the nonprofit.

References:

Salesforce Governance Framework Documentation

Salesforce Trailhead: Center of Excellence

Install NPSP:

Ensure that NPSP is installed in your Salesforce instance. You can download it from the AppExchange or install it directly from the NPSP Installer page​​.

Configure Acknowledgement Settings:

Navigate to NPSP Settings.

Under “Donations,” find the “Acknowledgements” settings.

Configure the settings to define when and how acknowledgements should be sent.

Set Up Email Templates:

Go to Setup > Classic Email Templates.

Create a new email template or modify an existing one to suit your acknowledgment needs.

Ensure the template includes merge fields to personalize the emails with donor information.

Create Automation with Process Builder:

Use Process Builder to automate the sending of acknowledgment emails.

Create a new process on the Opportunity object.

Set criteria to trigger the process when a new donation is recorded.

Add an action to send an email using the previously created template.

Testing:

Test the process by creating a test donation record and verifying that the acknowledgment email is sent automatically.

Monitoring and Refinement:

Monitor the process to ensure it is working correctly.

Refine the email templates and automation rules based on feedback and evolving needs.

By utilizing the NPSP, nonprofits can streamline their donation acknowledgment process, ensuring timely and personalized communications with donors, ultimately enhancing donor satisfaction and retention.

To track grant lifecycles using the Nonprofit Success Pack (NPSP), you can utilize a combination of Opportunities, Payments, Deliverables, and Activities. Here’s how you can set this up:

Opportunities for Grants:

Create an Opportunity record for each grant.

Use custom fields or record types to distinguish grants from other types of Opportunities.

Payments:

Use the Payments object to track actual disbursements for each grant.

Associate Payments with the corresponding Opportunity.

Deliverables for Applications and Deadlines:

Create Deliverables (a custom object or use Tasks/Activities) to track grant applications and reporting deadlines.

Link Deliverables to the Opportunity record.

Activities for Action Assignments:

Use Tasks or Events to assign actions to staff members.

These activities can be associated with the Opportunity to keep everything organized.

By using these elements, you can have a comprehensive view of each grant’s lifecycle, from application to final reporting, including all associated payments and staff actions.

References:

"Grant Management in Salesforce" from Salesforce Help: Grant Management

"Using NPSP for Grant Management" from Salesforce.org: Grant Management with NPSP

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.

References:

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

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

When the system administrator notices a scheduled skew job but does not remember scheduling it, the best course of action is to view the Setup Audit Trail. This will help determine the origin and purpose of the job. Here’s how to do it:

Navigate to Setup:

Click on the gear icon in the top right corner of Salesforce.

Select "Setup".

Access the Setup Audit Trail:

In the Quick Find box, type "Setup Audit Trail".

Click on "View Setup Audit Trail".

Review the Audit Trail:

The Setup Audit Trail logs changes made to your Salesforce configuration, including scheduled jobs.

Look for entries related to the creation or modification of scheduled jobs.

Identify who created the job, when it was created, and any additional details provided in the log.

Determine Next Steps:

Based on the information found in the audit trail, decide whether the job is necessary.

If the job is not needed, it can be deleted. If it is essential, ensure that it is documented and understood.

References:

Salesforce Documentation: Monitor Setup Changes

Salesforce Trailhead: Monitor Changes in Your Org

When setting up Volunteers for Salesforce in an international context, it's important to ensure that volunteer jobs and shifts reflect the local time zones accurately. Here’s how to configure this:

Navigate to Volunteers for Salesforce Settings:

Go to Setup.

Type "Volunteers for Salesforce" in the Quick Find box and select it.

Configure Volunteer Jobs:

Create Volunteer Jobs for each country.

For each job, set the "Website Time Zone" field to the local time zone where the job will take place.

Adjust Volunteer Shift Times:

When creating volunteer shifts, ensure the start and end times are set according to the local time zone.

Update Website Information:

Inform volunteers about the time zone settings on the volunteer signup pages if necessary.

References:

"Volunteers for Salesforce Setup Guide" from Salesforce Help: Volunteers for Salesforce

"Managing Volunteer Shifts and Jobs" from Salesforce.org: Volunteer Management

In the Nonprofit Success Pack (NPSP), managing various relationships such as siblings, deceased, and divorced spouses involves using the Relationship object. This object is specifically designed to track and manage the different types of personal relationships between Contacts.

Relationships in NPSP:

The Relationship object allows you to define and track various types of personal connections between Contacts.

This includes familial relationships such as siblings, as well as marital statuses such as deceased and divorced spouses.

Adding Relationships Manually:

Navigate to the Contact record where you want to add a relationship.

In the Relationships related list, click "New Relationship."

Fill out the necessary fields, including the Related Contact and the Relationship Type (e.g., Sibling, Deceased Spouse, Divorced Spouse).

Save the relationship record.

Why Manual Entry:

Manual entry ensures accuracy and allows customization for each specific relationship.

Automated or bulk processes might not accurately capture the nuances of each relationship type.

Use Cases:

For siblings, you would manually create a Relationship record linking the two sibling Contacts.

For deceased or divorced spouses, create a Relationship record and select the appropriate relationship type to reflect the status.

Benefits:

Provides a clear and structured way to manage complex personal relationships.

Enhances reporting and analysis of donor and constituent relationships.

References:

CertGod Nonprofit Cloud Consultant study guide: "Add them as Relationship entries manually"​​.

A Salesforce-recommended governance structure for nonprofit organizations ensures the implementation runs smoothly and effectively. It typically includes the following elements:

Release Management: This ensures that changes are systematically planned, tested, and deployed. It involves managing how new features and updates are rolled out to avoid disruption and ensure smooth transitions.

Rules of Engagement: These define how different stakeholders will interact with the system and with each other. It includes protocols and guidelines for communication, decision-making, and responsibilities.

Center of Excellence (CoE): This is a dedicated team or a hub of experts that provides leadership, best practices, research, support, and training. A CoE helps ensure that the organization is leveraging Salesforce effectively and efficiently.

References:

Salesforce Nonprofit Cloud Implementation Guide

Salesforce Trailhead: Governance Framework

When a corporate matching gift is received and the original donor did not indicate that it was to be matched, the consultant should recommend using the "Find Matched Gifts" feature. This feature helps in identifying and linking the matching gift to the original donation:

Select Find Matched Gifts: This option is available within the Nonprofit Success Pack (NPSP) and is designed to help match donations.

Click on the Find More Gifts button: This button will allow the development associate to search for and match the original donation with the corporate matching gift.

This process ensures that all matched gifts are accurately recorded and credited appropriately.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Matching Gifts in NPSP

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.

References:

CertGod Nonprofit Cloud Consultant Guide

To track website visitors who download white papers, case studies, and impact reports, and subsequently pursue them as constituents, Pardot is the recommended solution. Pardot provides robust marketing automation features that can effectively manage and nurture leads. Here’s how to set it up:

Install Pardot:

Purchase Pardot and install it in your Salesforce org.

Configure Pardot Tracking:

Add Pardot tracking code to your website.

This code will track visitor behavior, including downloads of white papers, case studies, and impact reports.

Create Pardot Forms and Landing Pages:

Use Pardot to create forms and landing pages for visitors to fill out before they can download the assets.

These forms will capture visitor information and automatically create a prospect in Pardot.

Set Up Automation Rules:

Create automation rules in Pardot to add prospects to specific lists based on their behavior.

For example, create a rule to add a prospect to a "White Paper Download" list if they download a white paper.

Sync Pardot with Salesforce:

Ensure that Pardot is integrated with Salesforce to sync prospects as leads or contacts.

Use Salesforce campaigns to track these leads and monitor their progress.

Nurture Leads:

Use Pardot’s email marketing and nurturing capabilities to engage with these leads.

Track their interactions and score them based on their engagement to prioritize follow-ups.

By using Pardot, the nonprofit can efficiently track and engage website visitors, converting them into valuable constituents.

References:

Salesforce Pardot Documentation: Pardot Tracking Code

Salesforce Trailhead: Marketing Automation with Pardot

For suggesting new features in NPSP, the recommended resource is:

Power of Us Hub: This is a community platform specifically for Salesforce.org customers. It includes forums, idea exchanges, and collaboration spaces where nonprofit users can suggest and discuss new features for NPSP.

The Power of Us Hub is the central place for engaging with the Salesforce nonprofit community and influencing future product development.

References:

Power of Us Hub

Salesforce Trailhead: Engaging with the Salesforce Nonprofit Community

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.

References:

Salesforce Help: Setting Up Web-to-Case

Salesforce Trailhead: Service Cloud for Nonprofits

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.

References:

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Manage General Accounting Units (GAUs)

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.

References:

CertGod Nonprofit Cloud Consultant Guide

To handle duplicate cleanup in bulk for a nonprofit organization:

Third Party App from the AppExchange: There are several apps available on the Salesforce AppExchange specifically designed for bulk duplicate management and cleanup. These apps offer advanced features for identifying and merging duplicate contacts efficiently.

Ease of Use: These third-party apps provide user-friendly interfaces and automated processes to manage duplicates, making the cleanup process more efficient and less error-prone compared to manual methods.

Using a third-party app ensures a thorough and systematic approach to duplicate management.

References:

Salesforce AppExchange: Duplicate Management Apps

Salesforce Trailhead: Managing Duplicate Records in NPSP

For frequently importing membership renewal data and daily donation data with different configurations, the NPSP Data Importer is the most suitable tool. Here’s how to set it up:

Prepare Data Files:

Ensure you have separate data files for membership renewals and daily donations.

Format each file according to the required fields for the NPSP Data Importer.

Access NPSP Data Importer:

Go to the App Launcher.

Search for and open "NPSP Data Importer".

Configure Import Settings:

For membership renewals, configure the data mappings specific to membership fields (e.g., membership type, renewal date).

For daily donations, configure the data mappings for donation-related fields (e.g., donation amount, donor information).

Save Import Mappings:

Save each configuration as a template in the NPSP Data Importer.

Name the templates clearly (e.g., "Membership Renewals Import", "Daily Donations Import").

Import Data:

Upload the respective data files to the NPSP Data Importer.

Select the appropriate template for each import process.

Run the import process, ensuring data is correctly mapped and imported.

Verify and Clean Up:

Verify the imported data for accuracy.

Use the NPSP tools to manage any duplicates or discrepancies.

The NPSP Data Importer provides flexibility and efficiency for handling different types of data imports with tailored configurations.

References:

"NPSP Data Importer" from Salesforce Help: NPSP Data Importer

"Managing Data Imports with NPSP" from Salesforce.org: Data Import Management

For a nonprofit organization seeking a multi-channel marketing tool that encompasses email, social media, and text messaging engagement, Salesforce Marketing Cloud is the recommended solution. Marketing Cloud provides comprehensive tools for creating, managing, and analyzing campaigns across multiple channels.

Email Marketing:

Design and send personalized emails to supporters.

Use Email Studio within Marketing Cloud for advanced email campaign management.

Social Media Engagement:

Utilize Social Studio to manage social media accounts, schedule posts, and analyze engagement.

Monitor social media conversations and engage with constituents.

Text Messaging:

Implement Mobile Studio for SMS and MMS campaigns.

Create and automate text messaging campaigns to reach supporters on their mobile devices.

Marketing Cloud's integration capabilities and robust analytics ensure that nonprofits can effectively track and optimize their multi-channel engagement efforts.

References:

CertGod Nonprofit Cloud Consultant Guide

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.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Affiliations and Relationships in NPSP

The correct order for importing data into Salesforce, considering multiple mailing addresses for donors, is:

Account: Import accounts first to establish the primary records.

Address: Import address records to link them to the appropriate accounts.

Contact: Import contacts next to associate them with the correct accounts and addresses.

Campaign: Import campaign records to track the event (gala) details.

Opportunity: Finally, import opportunities to record the donations linked to the appropriate contacts and campaigns.

This order ensures data integrity and correct relationships between the imported objects.

References:

Salesforce Data Import Best Practices

Salesforce Trailhead: Data Import Wizard and Data Loader