A consultant is tasked with implementing NPSP for a UK-based nonprofit. One of their requirements is to localize the US-focused labels of some NPSP fields, such as replacing all references to Organization with Organisation.
What should the consultant do to meet the requirement?
To localize the US-focused labels of some NPSP fields for a UK-based nonprofit, such as replacing 'Organization' with 'Organisation,' the consultant should activate English (UK) in Language Settings. Here's why:
Activate English (UK):
Salesforce supports multiple languages and localizations, including English (UK), which provides localized labels for standard fields and objects.
By activating English (UK), the system will automatically use British English conventions, replacing US-centric terms with UK equivalents.
This is a straightforward and efficient method to localize field labels without the need for custom development or manual label changes.
Salesforce Language Settings Documentation
Salesforce Localization and Translation Guide
A case manager wants to assign a group of services to a client.
What should the consultant ensure is configured prior to the case manager using the Case Plan Wizard?
To ensure a case manager can assign a group of services to a client using the Case Plan Wizard, the following configuration is required:
Program with Goals and Action Item Templates:
A program in Salesforce should be configured with defined goals and action item templates.
Goals represent the objectives for the client, and action item templates provide the specific tasks or services that need to be delivered.
Steps to Configure:
Navigate to the Program Management Module in Salesforce.
Create or update the program to include the relevant goals that outline the objectives for the clients.
Define action item templates that detail the services or tasks that will help achieve these goals.
Using the Case Plan Wizard:
The Case Plan Wizard utilizes these predefined goals and action item templates to create a structured case plan for the client.
The case manager can select the appropriate goals and action items from the templates during the case plan creation process.
By having a program with goals and action item templates configured, the nonprofit ensures that case managers can efficiently assign and manage services for their clients.
Salesforce Help: Program Management Module
Nonprofit Success Pack (NPSP) Documentation: Configuring Goals and Action Items
A nonprofit organization created a custom Opportunity name for all organization donations.
Which two considerations should the consultant discuss with the organization? Choose 2 answers
When a nonprofit organization creates a custom Opportunity name for all organization donations, the consultant should discuss the following considerations:
Using the 'Refresh Name' Action (B):
The organization should use the 'Refresh Name' action to change existing Opportunities to the new naming convention. This action ensures that the custom naming convention is applied correctly.
Navigate to the Opportunity record.
Click on the 'Refresh Name' button to update the Opportunity name according to the new naming convention.
Using the 'Refresh All Opportunity Names' Button in Bulk Data Processes (C):
For bulk updates, the organization should use the 'Refresh All Opportunity Names' button available in Bulk Data Processes.
Go to NPSP Settings.
Under Bulk Data Processes, find the 'Refresh All Opportunity Names' button.
Click on it to update all existing Opportunities to the new naming convention in bulk.
These methods ensure that the custom naming convention is applied consistently across all existing Opportunity records, maintaining data integrity and consistency within the Salesforce org.
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 wants to convert from Legacy Recurring Donations to Enhanced Recurring Donations.
What are two considerations the nonprofit should take into account before making the switch?
Choose 2 answers
Before converting from Legacy Recurring Donations to Enhanced Recurring Donations, nonprofits should consider several factors to ensure a smooth transition. Enhanced Recurring Donations offer improved functionality but may introduce compatibility issues with existing integrations. Additionally, once the switch is made, reverting to Legacy Recurring Donations is not supported, which means careful planning and testing are essential.
Steps:
Review all existing integrations to ensure compatibility with Enhanced Recurring Donations.
Conduct thorough testing in a sandbox environment to identify any potential issues.
Inform stakeholders that reverting to Legacy Recurring Donations is not supported once the switch is made.
Plan for a phased rollout and provide training to users on the new features and processes.
CertGod Nonprofit Cloud Consultant Guide: Discusses considerations and steps for transitioning to Enhanced Recurring Donations.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Details the features and limitations of Enhanced Recurring Donations.
