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

https://trailhead.salesforce.com/en/content/learn/modules/campaign-management-with-nonprofit-success-pack/manage-campaign-responses

To track that a donor responded to the most recent direct mail campaign, the consultant should configure the Automatic Campaign Member Management feature. This feature in NPSP helps automatically manage Campaign Memberships based on related opportunities, streamlining the process of tracking campaign responses.

Steps to Configure:

Enable Automatic Campaign Member Management:

Navigate to NPSP Settings -> Donations -> Campaigns.

Enable Automatic Campaign Member Management.

Link Opportunities to Campaigns:

Ensure that when entering donations, the related Opportunity records are linked to the appropriate Campaigns.

This linkage will automatically update the Campaign Member records to reflect the donor’s response to the campaign.

Verify Campaign Membership:

Check the Campaign Member records to ensure that the donors are correctly marked as having responded to the campaign based on the linked Opportunities.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Track Campaign Responses with NPSP

To allow staff to use other applications without leaving Salesforce, implementing Salesforce Canvas is the recommended solution:

Salesforce Canvas:

Salesforce Canvas allows you to embed external applications directly within Salesforce

https://sit es.google.com/a/cloud4good.com/salesforce-glossary/home/npsp-user-manual/chapter-4-entering-data/npsp-data-importer-tool

When migrating data from a legacy donor management database, the NPSP Data Importer is the recommended tool for loading donor contact information, donation history, and payment information into Salesforce. Here’s why:

NPSP Data Importer:

The NPSP Data Importer is specifically designed for nonprofits using the Nonprofit Success Pack (NPSP).

It supports importing multiple related records (Contacts, Accounts, Opportunities, Payments) in a single file, making it ideal for comprehensive data migration.

The tool provides mapping capabilities to ensure that fields in the import file are correctly mapped to Salesforce fields.

It includes features to handle common nonprofit data structures such as household accounts, affiliations, and recurring donations.

Using NPSP Data Importer minimizes the risk of data discrepancies and ensures that all related records are correctly created and linked.

References:

Salesforce documentation on NPSP Data Importer: NPSP Data Importer

check the entity relationship diagram

When evaluating whether to use Program Management Module (PMM) or Nonprofit Cloud Case Management, it is important to consider the specific requirements of the nonprofit. While PMM can track programs, services, and the impact of those services, Nonprofit Cloud Case Management offers additional functionality tailored to human services nonprofits. Case Management includes custom objects specifically designed to track client goals and action items, making it more suitable for organizations needing detailed goal tracking.

Steps:

Assess the specific requirements for tracking client goals and action items.

Compare the features of PMM and Case Management.

Highlight that Case Management has a custom object for tracking goals and action items.

Discuss the benefits and potential limitations of implementing Case Management, including the need for Experience Cloud licenses if applicable.

References:

CertGod Nonprofit Cloud Consultant Guide: Provides an overview of the features of both PMM and Case Management​​.

Salesforce Nonprofit Cloud Case Management Documentation: Details on custom objects and functionalities available in Case Management.