Salesforce Updated Nonprofit-Cloud-Consultant Exam Questions and Answers by aras

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.

References:

Salesforce Program Management Module Documentation

Salesforce Trailhead: Program Management for Nonprofits

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

To record the donation and credit it correctly in Salesforce Nonprofit Success Pack (NPSP):

Create a Relationship:

Ensure there is a relationship defined between the board member and the high-net-worth individual in Salesforce.

Go to the individual’s contact record.

Click on the "Related" tab and then on "New Relationship."

Fill in the board member's details as the related contact and specify the type of relationship (e.g., Introducer, Board Member).

Create the Donation Opportunity:

Go to the individual's contact record.

Click on the "New Opportunity" button.

Fill in the necessary details about the donation, such as amount, date, and any specific campaign or appeal it relates to.

Save the opportunity.

Add a Soft Credit Contact Role:

After saving the opportunity, go to the Opportunity record.

Click on "Related" and find the "Contact Roles" related list.

Click "New" to add a new contact role.

Select the board member’s contact.

Choose "Soft Credit" as the role type.

Save the contact role.

Verify Relationship and Soft Credit:

Ensure that the relationship between the board member and the individual is correctly recorded.

Verify that the soft credit for the board member is showing up correctly in the Opportunity record.

By following these steps, you ensure that the individual receives the hard credit for the donation while the board member receives a soft credit, allowing for proper tracking of the contribution's origin and recognition of the board member’s influence on the donation.

References:

Salesforce Nonprofit Success Pack (NPSP) documentation on managing donations and credits

CertGod Nonprofit Cloud Consultant guide​

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