A nonprofit receives many tribute gifts and wants to ensure that the person being honored by the gift consistently receives the proper soft credit.
How should the consultant advise them to configure this in NPSP?
https://trailhead.salesforce.com/en/content/learn/modules/opportunity-settings-in-nonprofit-success-pack/set-up-soft-credits-npsp
https://trailhead.salesforce.com/en/content/learn/modules/donation-soft-credit-management-with-nonprofit-success-pack/create-and-manage-soft-credits
To ensure that the person being honored by a tribute gift consistently receives the proper soft credit, the nonprofit should set up Automatic Opportunity Contact Roles in NPSP and configure the Honoree role. This automation ensures that the honoree is always credited appropriately without manual intervention.
Steps:
Navigate to NPSP Settings > Donations > Automatic Opportunity Contact Roles.
Add a new Contact Role with the role type 'Honoree.'
Set the role to be automatically assigned to Opportunities that meet the criteria for tribute gifts.
Test the configuration by creating a new tribute gift and verifying that the Honoree Contact Role is correctly assigned.
Train staff on how to use the new setup to ensure consistency in data entry.
CertGod Nonprofit Cloud Consultant Guide: Advises on configuring Automatic Opportunity Contact Roles for managing soft credits in tribute gifts.
Salesforce Documentation on NPSP Automatic Opportunity Contact Roles: Provides instructions on setting up and managing contact roles for Opportunities.
A nonprofit using NPSP has just implemented the Program Management Module. The nonprofit wants to migrate its client and program data.
Which two steps should the consultant use to import and deduplicate the data against existing records?
Choose 2 answers
https://powerofus.force.com/s/article/NPSP-BP-Getting-Started-Program-Management#week4
When migrating client and program data to the Program Management Module (PMM) in NPSP, it is important to use the appropriate tools for data import and deduplication to ensure data integrity and avoid duplication. The NPSP Data Importer is specifically designed for importing client information, including deduplication against existing records. The Data Import Wizard can be used for uploading program data, which may not require the same level of deduplication as client data.
Steps:
Prepare the client data, ensuring all necessary fields are included and formatted correctly.
Use the NPSP Data Importer to upload the client information, which includes built-in deduplication features to match against existing records.
Prepare the program data similarly, ensuring proper formatting and completeness.
Use the Data Import Wizard to upload the program data. This tool is suitable for handling bulk data uploads and does not inherently include deduplication, which is less critical for program data compared to client data.
CertGod Nonprofit Cloud Consultant Guide: Discusses best practices for data migration and the tools available in NPSP for importing and deduplicating data.
Salesforce Documentation on NPSP Data Importer and Data Import Wizard: Provides detailed instructions on using these tools for data import.
A nonprofit client wants to connect directly to other nonprofits using Salesforce who have a very similar business use case.
Which resource is designed for this purpose?
The Power of Us Hub Solution Exchange is designed for nonprofit organizations using Salesforce to connect directly with other nonprofits that have similar business use cases. Here's how to utilize this resource:
Access the Power of Us Hub:
Navigate to the Power of Us Hub (https://powerofus.force.com).
Log in using your Salesforce credentials.
Explore the Solution Exchange:
Go to the 'Solution Exchange' section within the Hub.
Browse through various solutions, discussions, and best practices shared by other nonprofits.
Connect with Similar Nonprofits:
Use the search and filter features to find nonprofits with similar use cases.
Participate in discussions, ask questions, and share your experiences.
Utilize Shared Resources:
Access shared resources, templates, and configurations that have been successful for other organizations.
Apply relevant solutions and best practices to your own organization's use case.
The Power of Us Hub Solution Exchange is a valuable resource for collaboration and learning from the experiences of other nonprofits using Salesforce.
'Power of Us Hub Overview' from Salesforce.org: Power of Us Hub
'Using the Solution Exchange' from Salesforce Help: Solution Exchange
A donor donates $500 to a nonprofit that is matched by his employer. How are the hard credits and soft credits listed in NPSP?
In the Nonprofit Success Pack (NPSP), donations can be credited in two ways: hard credits and soft credits. Hard credits reflect direct donations, while soft credits are used to acknowledge indirect contributions, such as when a donor's employer matches a donation.
Hard Credits:
Hard credits represent the actual donor who made the donation.
In this scenario, the employer who matches the donation will receive a hard credit for the matched amount.
Soft Credits:
Soft credits are used to recognize individuals or entities who influenced or facilitated the donation but are not the direct donors.
The donor will receive a soft credit for the amount matched by their employer.
Scenario Application:
The donor made a donation of $500. This is a hard credit for the donor.
The employer matches this donation with another $500. The employer receives a hard credit for this matched amount.
The donor is acknowledged for facilitating the matched gift, thus receiving a soft credit of $500.
Implementation in NPSP:
To implement this, configure the Opportunity Contact Role to automatically assign soft credits to related contacts, such as employers matching donations.
Use the NPSP Settings to ensure that soft credit roles are correctly assigned and tracked.
CertGod Nonprofit Cloud Consultant study guide: 'The donor has a soft credit of $500 and the employer has a hard credit of $500'.
A nonprofit has hired a consultant to help implement a Salesforce marketing automation solution.
Which question should a consultant ask the nonprofit first?
When implementing a Salesforce marketing automation solution, it is crucial to understand the nonprofit's overall marketing objectives and strategy first. This foundational question will guide the consultant in aligning the marketing automation tools with the nonprofit's goals and ensuring the solution supports their broader mission. Knowing the marketing objectives and strategy will also help in tailoring the solution to effectively target the right audience, measure success, and adjust tactics as needed.
Salesforce Nonprofit Cloud Consultant Study Guide
Marketing Cloud Implementation Guide
