A consultant has installed NPSP and is setting up Relationships using List Settings. The nonprofit wants the reciprocal relationship to be selected automatically based on gender.
On which object should the consultant create the custom "Gender" field?
When setting up Relationships in NPSP and configuring reciprocal relationships based on gender, the custom 'Gender' field should be created on the Contact object. Here's why:
Contact Object:
The Contact object is where individual data, including personal attributes such as gender, is stored.
Relationships in NPSP are primarily based on Contact records, and having the 'Gender' field on the Contact object allows the system to use this information to determine the appropriate reciprocal relationship.
Automatic Reciprocal Relationships:
NPSP can be configured to automatically select reciprocal relationships based on specified criteria, such as the gender of the contacts involved.
By storing gender information on the Contact object, the system can easily access this data to apply the correct reciprocal relationship automatically.
Salesforce NPSP Documentation on Relationships
Salesforce Nonprofit Success Pack Custom Fields Guide
The system admin for a nonprofit is receiving a System.DmlException notification.
Where should the consultant view detailed information about the notification?
When receiving a System.DmlException notification, the detailed information about the error can be found in the Error Log.
Error Log Overview:
The Error Log captures detailed information about system errors, including DML exceptions.
It provides insights into what caused the error and helps in troubleshooting.
Accessing the Error Log:
Navigate to Setup in Salesforce.
Search for 'Apex Jobs' or 'Apex Exceptions' in the Quick Find box.
Review the entries to find the relevant System.DmlException details.
Using the Error Log for Troubleshooting:
Identify the Cause: The log provides specific error messages and stack traces that help identify the root cause of the issue.
Corrective Actions: Based on the error details, take corrective actions such as fixing data issues, adjusting code, or updating configurations.
Benefits of Using the Error Log:
Detailed Information: Offers comprehensive details about the error, making it easier to diagnose and resolve.
Efficiency: Reduces time spent on identifying and fixing issues by providing precise error information.
CertGod Nonprofit Cloud Consultant study guide: 'Error Log'.
A nonprofit processed a donation, and then the donor asked the nonprofit to also credit their spouse on that gift.
Assuming standard NP5P configuration, what should a consultant recommend to satisfy this request?
https://powerofus.force.com/s/article/NPSP-Configure-Automated-Soft-Credits#ariaid-title6
To automatically credit the spouse for a donation in NPSP, the consultant should recommend enabling Automatic Soft Credit for household members in the NPSP settings. This setting ensures that any donation made by a household member is automatically soft credited to other members of the household.
Steps to Enable:
Navigate to NPSP Settings:
Go to Setup -> NPSP Settings.
Enable Automatic Soft Credits:
Under Donations -> Soft Credits, enable the option for Automatic Soft Credit for Household Members.
Verify Soft Credits:
Check the Opportunity records to ensure that soft credits are correctly applied to household members.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Manage Soft Credits in Nonprofit Success Pack (NPSP)
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The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation. The development director wants a report to show who the solicitor is for each donor.
Which report type does the system admin need to use to create the requested report?
To create a report that shows who the solicitor is for each donor using automated soft credits, the system admin should use the 'Opportunities with Partial Soft Credits and Contacts' report type. This report type allows the inclusion of soft credits and the related contacts, making it possible to track the solicitor for each donation.
Steps to Create the Report:
Choose the Report Type:
Navigate to the Reports tab and click 'New Report.'
Select the 'Opportunities with Partial Soft Credits and Contacts' report type.
Customize the Report:
Add the necessary fields to display the solicitor, donor, and relevant opportunity information.
Use filters to refine the data as needed.
Save and Run the Report:
Save the report with an appropriate name and run it to view the results.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Create and Customize Reports
A nonprofit receives a check that includes donations from several donors for a specific program the nonprofit runs.
Which two features should a consultant configure to track this gift?
Choose 2 answers
To track a check that includes donations from several donors for a specific program, the consultant should configure GAU Allocations and Partial Soft Credits in NPSP. Here's why:
GAU Allocations:
General Accounting Unit (GAU) Allocations are used to track how donations are allocated across different programs or funds.
This feature allows the nonprofit to specify which portion of the check is designated for the specific program, providing clear tracking and reporting.
Partial Soft Credits:
Partial Soft Credits can be used to attribute portions of a single donation to multiple donors.
This feature allows the nonprofit to recognize each donor for their contribution while keeping the accounting of the total donation intact.
Salesforce NPSP Documentation on GAU Allocations
Salesforce NPSP Documentation on Soft Credits
