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An international nonprofit added a translated Relationship picklist value, but both Relationship records are displaying incorrectly.
What is the cause of this issue?
When an international nonprofit adds a translated Relationship picklist value but both Relationship records are displaying incorrectly, the likely cause is that the reciprocal relationship value is missing in the NPSP Settings tab.
Reciprocal Relationship Setup:
In NPSP (Nonprofit Success Pack), relationships between contacts often need to be reciprocal. For example, if Contact A is listed as 'Parent' of Contact B, then Contact B should be automatically listed as 'Child' of Contact A.
Configuration in NPSP Settings:
The NPSP Settings tab allows administrators to define reciprocal relationship mappings. If these mappings are not correctly defined, relationships may not display as expected.
Ensure the reciprocal relationship is added and mapped correctly in the NPSP Settings under the Relationships section.
A nonprofit organization is using NPSP Data Importer for Contacts. The consultant has noticed that even though the mappings are correct, some of the Account records are not automatically being created. Which two things should the consultant check?
When using the NPSP Data Importer for Contacts, if some Account records are not being automatically created, the consultant should check:
Required Fields in the Import: Ensure that all required fields for creating an Account are included in the data import file. Missing required fields can prevent Account creation.
Required Fields on the Account: Verify that the Account object does not have custom required fields that are not being populated by the import process. Custom fields marked as required at the field level or in page layouts can block record creation if not provided.
Checking these factors ensures that the import process has all the necessary information to create Account records successfully.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Importing Data with NPSP Data Importer
A nonprofit wants to implement an external email platform that integrates with Salesforce. The integration will record every email sent to a subscriber, as well as which recipients open the email, click a link, or unsubscribe.
Which two storage considerations should the consultant take into account before recommending an email platform?
Choose 2 answers
When integrating an external email platform with Salesforce, it's important to consider storage implications and retention policies. Here are the steps to take into account these considerations:
Evaluate Storage Requirements:
Campaign Member records are used to track email interactions within Salesforce. These records typically consume less storage compared to creating a custom object for the same purpose.
Custom objects can lead to higher storage usage, especially if tracking detailed interaction data.
Retention Policies:
Understand the email platform's data retention policies. Some platforms allow you to specify how long subscriber activity data (such as opens, clicks, and unsubscribes) should be retained.
Configure the retention settings to align with your organization's data retention policies and compliance requirements.
Integration Setup:
Set up the integration to ensure that Campaign Members are created or updated with each email interaction.
Use the external email platform's API to push data into Salesforce, ensuring that Campaign Members are updated in real-time or through scheduled syncs.
Monitor and Optimize:
Regularly monitor storage usage in Salesforce and optimize data retention settings to balance between having sufficient historical data and managing storage costs.
Email Platform Integration Guides: Specific guides for integrating popular email platforms with Salesforce (e.g., Mailchimp, Pardot).
A nonprofit using Case Management wants to avoid visually identifying a subset of clients.
How should a consultant configure the view of Contact records to meet the requirement?
To configure the view of Contact records to avoid visually identifying a subset of clients, the consultant should set the component visibility for the Client Photo Component:
Navigate to Lightning App Builder:
In Salesforce Setup, go to 'Lightning App Builder.'
Select the Lightning Record Page for Contacts that you wish to modify.
Configure Component Visibility:
Locate the Client Photo Component on the page.
Click on the component to open its properties.
Set Component Visibility Rules:
In the properties panel, set visibility rules for the Client Photo Component.
Define criteria to control when the component is visible. For instance, you can use field values or user profiles to determine visibility.
Save and activate the changes.
Test and Deploy:
Test the Lightning Record Page to ensure the visibility rules work as expected.
Deploy the updated page to users.
By setting the component visibility for the Client Photo Component, you can ensure that the subset of clients is not visually identified, meeting the nonprofit's requirements.
Salesforce Documentation: Lightning App Builder
Trailhead Module: Build and Customize Lightning Experience Pages
A nonprofit wants a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund' GAU. The nonprofit wants to add filters so only the gifts connected to the 'Annual Campaign' are shown.
Which report should the consultant implement?
To create a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the 'General Fund' GAU and adds filters to show only the gifts connected to the 'Annual Campaign,' the consultant should use the 'GAU Allocations with Opportunity' report type. This report type allows for filtering on both Opportunity and GAU Allocation fields.
Steps to Create the Report:
Select Report Type:
Go to the Reports tab and create a new report using the 'GAU Allocations with Opportunity' report type.
Add Filters:
Filter on the Opportunity object for the Primary Campaign Source = 'Annual Campaign.'
Filter on the GAU Allocation object for General Accounting Unit = 'General Fund.'
Customize Report:
Add the necessary fields from both the Opportunity and GAU Allocation objects to the report layout.
Save and run the report to view the desired data.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Create and Customize Reports in Salesforce
