Nonprofit-Cloud-Consultant Exam Dumps - Salesforce Certified Nonprofit Cloud Consultant (SU24)

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

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.

References:

CertGod Nonprofit Cloud Consultant Guide: Describes the use of the NPSP Data Importer for bulk data operations and linking related records​​.

Salesforce Documentation on NPSP Data Importer: Provides instructions on setting up and using the Data Importer for complex data migrations.

To measure user adoption after the go-live of Salesforce for program management, the nonprofit can track the following metrics:

Number of Account and Contact Records Created (B):

This metric indicates how actively users are adding new data into the system, reflecting their engagement and usage of Salesforce for managing accounts and contacts.

Percentage of Staff Logging In Weekly (C):

This metric provides insight into how consistently staff members are using Salesforce. High login rates suggest good user adoption, while low rates may indicate a need for additional training or support.

Steps to Measure:

Create Reports:

Use Salesforce reports to track the number of Account and Contact records created over the past 30 days.

Set up a report to monitor user login frequency and calculate the percentage of staff logging in weekly.

Monitor and Analyze:

Regularly review these reports to assess user adoption and identify any areas needing improvement.

References:

Salesforce Adoption Dashboards

Salesforce Trailhead: Measure Salesforce Adoption

When using the NPSP Data Importer to upload data that contains payments on existing opportunities, and matching donations to existing records, the following updates may occur:

A Payment Will Be Added to the Opportunity:

When a gift is successfully matched to an existing Opportunity, a Payment record is created and associated with the Opportunity.

This reflects the new donation and updates the financial records accordingly.

The Opportunity Amount Will Include the New Payment Amount:

The total amount on the Opportunity will be updated to reflect the sum of the original amount and the new payment amount.

This ensures that the Opportunity accurately represents the total donations received.

These updates help maintain accurate and up-to-date financial records within Salesforce, reflecting all contributions accurately.

References:

Salesforce NPSP Documentation: NPSP Data Importer

Salesforce Trailhead: Manage Donations with NPSP

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.

References:

Salesforce Outbound Funds Module Documentation

Salesforce Nonprofit Cloud Consultant Study Guide