Master Salesforce Nonprofit Cloud Consultant Exam with Reliable Practice Questions
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A nonprofit enters donation data both into Salesforce and an external accounting system to reconcile. This process is time-consuming.
What should the consultant recommend to reduce manual data entry and improve efficiency?
Correct : A
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.
Salesforce AppExchange: Accounting Subledger
Nonprofit Success Pack (NPSP) Documentation: Financial Management and Integration
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A nonprofit wants to be in full compliance with Salesforce best practices for data security and has asked its consultant an evaluation.
Which tool should the consultant use to provide this assessment?
Correct : B
To ensure full compliance with Salesforce best practices for data security, the consultant should use Salesforce Health Check. Here's why:
Salesforce Health Check:
This tool provides a comprehensive security assessment of your Salesforce org by measuring its settings against the Salesforce recommended baseline.
It evaluates critical security settings such as password policies, session settings, and other security configurations.
Health Check provides a score and recommendations to improve the overall security posture of the org, making it a crucial tool for maintaining data security compliance.
Salesforce Health Check Documentation
Salesforce Security Best Practices Guide
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A nonprofit needs more insight into why some corporate sponsorships are closing and why others are lost. They want to evaluate information including pipeline value, number of opportunities. Pardot score, win/lost percentage, stage value, and a table of opportunities. The system admin wants to deploy a solution quickly.
Which solution should a consultant recommend?
Correct : A
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.
Salesforce B28 Marketing Analytics Documentation
Salesforce Pardot Integration Guide
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A nonprofit on Unlimited Edition uses direct mail extensively as a fundraising channel. The nonprofit wants to automate the search for duplicate contact records.
What should the consultant recommend implementing?
Correct : D
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
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A consultant is tasked with implementing NPSP for a UK-based nonprofit. One of their requirements is to localize the US-focused labels of some NPSP fields, such as replacing all references to Organization with Organisation.
What should the consultant do to meet the requirement?
Correct : B
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
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