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A gift officer is entering donations and wants to track that the donor responded to the most recent direct mail campaign.
Which feature should the consultant configure to record the donor's campaign response?
https://trailhead.salesforce.com/en/content/learn/modules/campaign-management-with-nonprofit-success-pack/manage-campaign-responses
To track that a donor responded to the most recent direct mail campaign, the consultant should configure the Automatic Campaign Member Management feature. This feature in NPSP helps automatically manage Campaign Memberships based on related opportunities, streamlining the process of tracking campaign responses.
Steps to Configure:
Enable Automatic Campaign Member Management:
Navigate to NPSP Settings -> Donations -> Campaigns.
Enable Automatic Campaign Member Management.
Link Opportunities to Campaigns:
Ensure that when entering donations, the related Opportunity records are linked to the appropriate Campaigns.
This linkage will automatically update the Campaign Member records to reflect the donor's response to the campaign.
Verify Campaign Membership:
Check the Campaign Member records to ensure that the donors are correctly marked as having responded to the campaign based on the linked Opportunities.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Track Campaign Responses with NPSP
A nonprofit is embarking on an organization implementation to replace numerous outdated systems. A consultant recommends establishing a Lean Governance Framework to ensure compliance, assess risk, and roll out a successful implementation for all users.
Which component is a key process of the Lean Governance Framework?
A key process of the Lean Governance Framework recommended for ensuring compliance, assessing risk, and rolling out a successful implementation is the Software Development Lifecycle (SDLC).
Software Development Lifecycle (SDLC):
SDLC is a framework that defines the processes and stages involved in software development from initial planning through to deployment and maintenance.
Implementing SDLC as part of Lean Governance ensures that all software changes are thoroughly planned, tested, and reviewed, reducing the risk of errors and ensuring compliance with organizational standards.
Components of SDLC in Lean Governance:
Planning: Defining project goals, scope, and requirements.
Design: Creating design specifications and architecture.
Development: Actual coding and development of software.
Testing: Rigorous testing to ensure software meets all requirements and is free of defects.
Deployment: Releasing the software to users.
Maintenance: Ongoing support and updates.
A nonprofit is using NPSP with the default account model and settings. A user creates and saves a new Contact leaving the Account Name blank.
How does NPSP handle the Account?
When using NPSP (Nonprofit Success Pack) with the default account model and a new Contact is created without specifying an Account Name, NPSP automatically creates an Account with a household name.
Default Account Model in NPSP:
NPSP typically uses the Household Account Model by default.
This model groups individuals into households, making it easier to manage and report on donor families.
Automatic Account Creation:
If a Contact is created without an Account Name, NPSP automatically generates a Household Account.
The name of the Household Account is usually derived from the Contact's last name, formatted as 'The [LastName] Household.'
Process:
Step 1: A user creates a new Contact record, leaving the Account Name field blank.
Step 2: Upon saving the Contact, NPSP checks for an existing Household Account.
Step 3: If no Household Account exists, NPSP creates a new Household Account using the Contact's last name.
Benefits:
Organization: Ensures that all Contacts are associated with an Account, maintaining data integrity.
Reporting: Facilitates household-level reporting and analytics.
CertGod Nonprofit Cloud Consultant study guide: 'An Account is created with a household name'.
A volunteer with a nonprofit works at Universal Containers. The volunteer is recorded in Salesforce as part of the Household's account record, but Universal Containers needs to be entered into the Salesforce system.
How should a consultant track the volunteer's relationship with Universal Containers?
To track the volunteer's relationship with Universal Containers, the consultant should create an Affiliation record. Here's why:
Affiliation Record:
In NPSP, Affiliation records are used to track the relationship between Contacts (individuals) and Accounts (organizations).
Creating an Affiliation record between the volunteer (who is a Contact) and Universal Containers (an Organization Account) effectively captures the volunteer's association with the company.
This method aligns with NPSP best practices for managing relationships and affiliations within the nonprofit's Salesforce instance.
Salesforce Nonprofit Success Pack Documentation on Affiliations
Salesforce NPSP Account and Contact Management Guide
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
