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

A runtime error during a Customizable Rollup operation often occurs if the target field has an active validation rule that prevents the update. Validation rules enforce specific criteria that records must meet before they can be saved, and if these criteria are not met during the rollup operation, an error will occur.

Steps to Troubleshoot:

Review Validation Rules:

Navigate to Setup -> Object Manager -> [Target Object] -> Validation Rules.

Review the validation rules on the target object to identify any that might conflict with the rollup operation.

Modify or Temporarily Disable Validation Rules:

If a validation rule is causing the error, consider modifying the rule to accommodate the rollup operation or temporarily disabling it during the data update process.

Check Rollup Configuration:

Ensure the Customizable Rollup settings are correctly configured and that no unnecessary constraints are in place.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Help: Validation Rules

When using the NPSP Data Importer for Contacts, if some Account records are not being automatically created, the consultant should check:

Required Fields in the Import: Ensure that all required fields for creating an Account are included in the data import file. Missing required fields can prevent Account creation.

Required Fields on the Account: Verify that the Account object does not have custom required fields that are not being populated by the import process. Custom fields marked as required at the field level or in page layouts can block record creation if not provided.

Checking these factors ensures that the import process has all the necessary information to create Account records successfully.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Importing Data with NPSP Data Importer

When an international nonprofit organization adds a translated relationship picklist value, and the reciprocal relationship record is not displaying correctly, it is typically due to the system administrator not adding the reciprocal relationship value in the NPSP Settings tab.

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.

Find Relationship Settings: In the NPSP Settings, expand "People" and then "Relationships".

Add Reciprocal Relationship:

Click "Reciprocal Method Settings".

Ensure that the new reciprocal relationship values are added and correctly configured.

Check both the primary and reciprocal relationship values to ensure they are set correctly.

Save and Test: Save the settings and test to confirm that the reciprocal relationships display correctly.

References:

CertGod Nonprofit Cloud Consultant Guide

Before importing a large volume of data into an NPSP org, it’s crucial to ensure data quality and optimize performance. Here are the steps:

Check if the Data is Clean, Structured, and in its Final Format:

Review the data to ensure it is free of duplicates, correctly formatted, and complete.

Clean data before importing to avoid data quality issues.

Disable Certain Apex Classes Using TDTM:

Navigate to NPSP Settings in Salesforce.

Under "Settings", find "TDTM (Table Driven Trigger Management)".

Temporarily disable non-essential Apex classes that might interfere with the data import process. This helps improve the import performance and reduces the risk of errors.

By following these steps, you can ensure that the data import process is smooth and that the imported data maintains high quality.

References:

"Preparing for Data Import in NPSP" from Salesforce Help: Data Import Preparation

"Managing TDTM in NPSP" from Salesforce.org: TDTM Management