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

To track the volunteer's relationship with Universal Containers, the consultant should create an Affiliation record. Here’s why:

Affiliation Record:

In NPSP, Affiliation records are used to track the relationship between Contacts (individuals) and Accounts (organizations).

Creating an Affiliation record between the volunteer (who is a Contact) and Universal Containers (an Organization Account) effectively captures the volunteer's association with the company.

This method aligns with NPSP best practices for managing relationships and affiliations within the nonprofit's Salesforce instance.

References:

Salesforce Nonprofit Success Pack Documentation on Affiliations

Salesforce NPSP Account and Contact Management Guide

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

Verify Sandbox Release:

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

Review Sandbox Preview Instructions:

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

Prepare Change Sets:

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

Monitor Release Window:

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

References:

Salesforce Release Readiness & Feature Adoption Documentation

Salesforce Sandbox Preview Instructions

Salesforce Trailblazer Community for Release Updates

Before using Advanced Mapping in NPSP, it is necessary to enable and deploy My Domain. My Domain is a prerequisite for using several Salesforce features, including Advanced Mapping, as it allows you to customize your Salesforce org's URL, and it enhances security by creating a unique subdomain for your Salesforce org.

Steps to Enable My Domain:

Navigate to Setup:

Go to Setup -> My Domain.

Register My Domain:

Enter your preferred domain name and check its availability.

Register the domain and wait for the confirmation email.

Deploy My Domain:

After registration, deploy the domain to users and ensure it is active.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Help: My Domain

https://www.craftsmantech.com/2019/11/14/npsp-data-import-advanced-mapping/

Enhanced Recurring Donations in NPSP allows nonprofits to manage recurring donations more flexibly, including making one-time adjustments to the donation amounts. This feature provides a robust way to handle scenarios where donors want to change their regular giving amounts temporarily.

Steps to Implement:

Enable Enhanced Recurring Donations:

Navigate to NPSP Settings -> Donations -> Recurring Donations.

Enable Enhanced Recurring Donations.

Set Up Recurring Donations:

Create a Recurring Donation record for the donor, specifying the regular donation amount and schedule.

Use the Enhanced Recurring Donations feature to adjust the schedule and amounts as needed.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Manage Recurring Donations in NPSP