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A development director needs to understand which organizations have given to the nonprofit in some year prior to the current, but have not contributed to the nonprofit in the current year. How should the consultant accomplish this task?
To identify organizations that have donated to the nonprofit in some year prior to the current year but have not contributed in the current year, the NPSP SYBUNT (Some Year But Unfortunately Not This year) report can be customized. Here's how to do it:
Navigate to the NPSP SYBUNT Report:
Go to the Reports tab.
Find and open the NPSP SYBUNT report template.
Customize the Date Range:
Click on the ''Filters'' pane.
Adjust the date range filters to include donations from the desired prior years and exclude the current year.
Modify Report Criteria:
Ensure the report is filtering by Account to get the organization-level data.
Add additional filters if necessary to refine the report (e.g., specific campaign or donation types).
Run the Report:
Save and run the report to get a list of organizations that have donated in previous years but not in the current year.
By customizing the date range on the NPSP SYBUNT report for Accounts, you can easily identify and target these lapsed donors for re-engagement campaigns.
'Using NPSP Reports' from Salesforce Help: NPSP Reports
'SYBUNT and LYBUNT Reports in NPSP' from Salesforce.org: SYBUNT and LYBUNT
A nonprofit wants to integrate its existing proprietary event management system with Salesforce. The nonprofit wants to automatically send event and attendee data from its external system and create Campaigns and Campaign Members in Salesforce on a daily basis.
What should the consultant recommend?
To integrate an existing proprietary event management system with Salesforce and automatically send event and attendee data daily, the consultant should recommend using a middleware tool. Middleware tools facilitate the integration between different systems, enabling seamless data transfer and synchronization.
Key Benefits:
Automation: Middleware tools can automate data transfers, ensuring that event and attendee data is regularly updated in Salesforce.
Customization: Middleware solutions offer customizable integration workflows to meet specific business requirements.
Steps to Implement:
Select a Middleware Tool:
Choose a middleware tool that supports integration with both the proprietary event management system and Salesforce (e.g., MuleSoft, Zapier, or Dell Boomi).
Configure Integration:
Set up the integration workflows in the middleware tool to map data fields between the event management system and Salesforce.
Schedule the data transfers to occur daily, ensuring that event and attendee data is consistently updated.
Salesforce Integration Patterns and Best Practices
Middleware Tool Documentation (e.g., MuleSoft, Zapier, Dell Boomi)
A nonprofit fundraiser notices that some of the NPSP calculated donation summary fields on the Contact and Account records are displaying incorrect values when compared to the donations recorded for each donor.
What are three items the consultant should review to troubleshoot the issue?
Choose 3 answers
To troubleshoot incorrect values in the NPSP calculated donation summary fields on Contact and Account records, the consultant should review the following:
Customizable Rollups:
Verify the settings and configuration of Customizable Rollups in NPSP. Incorrect configurations or mappings can lead to inaccurate summary values.
Ensure that the rollups are set up correctly to calculate totals based on the desired criteria.
Opportunity Stages:
Check the Opportunity stages to ensure they are correctly defined and assigned. Only certain stages (e.g., 'Closed Won') should be included in donation summaries.
Misconfigured or incorrect stages can result in inaccurate summary calculations.
NPSP Health Check:
Run the NPSP Health Check to identify any potential configuration issues or data integrity problems.
The Health Check provides insights and recommendations to address common issues within NPSP.
Salesforce Nonprofit Success Pack Documentation on Customizable Rollups
Salesforce Opportunity Stages Configuration Guide
NPSP Health Check Documentation
A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available. The gift officer wants to add donors to a Campaign from a report. What should the consultant recommend?
To add donors to a Campaign from an Opportunities report, the report must include Contact records. The correct approach is to create a report type that includes Contacts, such as the Opportunities with Contact Roles report type.
Creating the Report:
Navigate to the Reports tab and click 'New Report.'
Select the 'Opportunities with Contact Roles' report type. This report type includes both Opportunity and Contact records.
Configuring the Report:
Add the necessary filters to include the desired Opportunities and their related Contacts.
Customize the report to display relevant fields, such as Contact Name and Opportunity Amount.
Adding to Campaign:
Once the report is configured and run, select the Contacts you want to add to the Campaign.
Use the 'Add to Campaign' button available in the report to add these Contacts as Campaign Members.
Benefits of This Approach:
Ensures that the Campaign Members are correctly linked to the Opportunity records.
Streamlines the process of managing Campaigns and associated donor information.
Additional Steps:
Ensure that the 'Add to Campaign' button is enabled for the report type in Setup if it is not already visible.
CertGod Nonprofit Cloud Consultant study guide: 'Create a report type that includes Contacts such as the Opportunities with Contact Roles report type'.
Topic 2, Exam Pool B
A nonprofit organization has a new system administrator who has just taken over managing its existing Salesforce organization and wants to know which data maintenance practices should be used.
Which two data hygiene practices should a consultant recommend? Choose 2 answers
To ensure data hygiene and maintenance in Salesforce, it's essential to follow best practices that help in keeping the data clean and organized. Here are the detailed steps:
Organize Reports into Appropriate Folders:
Navigate to the Reports tab.
Create folders for different types of reports (e.g., Fundraising, Program Management).
Move existing reports into these folders for better organization.
Run Health Check:
Navigate to Setup.
In the Quick Find box, type 'Health Check'.
Run the Health Check to evaluate your org's security settings against Salesforce security baseline.
Review the findings and follow the recommendations to improve data security and compliance.
'Organize Reports and Dashboards' from Salesforce Help: Organize Reports
'Salesforce Health Check' from Salesforce Help: Health Check
