Salesforce Nonprofit-Cloud-Consultant Dumps

To ensure information appears on both the Opportunity and Payment records without entering it twice, the following steps should be taken:

Create Custom Fields on the Payment Object:

Identify the fields that need to be shared between the Opportunity and Payment records.

Go to the Payment object in Salesforce and create custom fields that match those on the Opportunity object.

Create Payment Mappings in NPSP Settings:

Navigate to NPSP Settings.

Go to the “Donations” section and find “Payment Mappings.”

Set up mappings to link Opportunity fields to the corresponding Payment fields.

This ensures that when an Opportunity is created or updated, the relevant data is automatically copied to the Payment record.

By creating custom fields and setting up payment mappings, the required information will be synchronized between Opportunity and Payment records, eliminating the need for duplicate data entry.

References:

Salesforce Nonprofit Success Pack (NPSP) documentation on Payment Mappings

CertGod Nonprofit Cloud Consultant guide​

When a staff member receives an error while attempting to merge duplicate contacts, it is often due to insufficient permissions. Creating a Permission Set with "Modify All" on Contacts and Accounts and assigning it to the staff member will grant the necessary permissions to perform merges. This Permission Set will override the default profile permissions and provide the required access to manage and merge contacts.

Steps:

Go to Setup > Permission Sets.

Click "New" to create a new Permission Set.

Name the Permission Set appropriately (e.g., "Contact Merge Permissions").

In the Permission Set, navigate to Object Settings.

Select Contacts and Accounts.

Check the "Modify All" checkbox for both objects.

Save the Permission Set.

Assign the Permission Set to the staff member by navigating to the user's profile and adding the Permission Set.

References:

CertGod Nonprofit Cloud Consultant Guide: Discusses the importance of appropriate permissions for merging records​​.

Salesforce Documentation on Permission Sets: Details the steps for creating and assigning Permission Sets.

When loading a large volume of data, such as 5 million donation history records, into Salesforce, it is essential to temporarily disable TDTM (Trigger Handler Framework) to ensure the data load is successful. TDTM triggers can slow down or interrupt the data load process due to the large volume of records being processed.

Steps:

Go to Setup > Custom Metadata Types.

Select "Trigger Handlers."

For each trigger handler, uncheck the "Active" checkbox to temporarily disable it.

Perform the data load using Data Loader or another data import tool.

Once the data load is complete, re-enable the TDTM Trigger Handlers by checking the "Active" checkbox for each trigger handler.

References:

CertGod Nonprofit Cloud Consultant Guide: Advises on the importance of managing TDTM triggers during large data loads​​.

Salesforce Documentation on TDTM: Provides instructions on managing and disabling TDTM triggers.

The "Send List Email" feature in Salesforce is ideal for sending emails to multiple contacts directly from Salesforce without needing a separate email service provider. It also allows managing bounces, resending emails, and tracking email history on Contact records.

Send List Email Overview:

This feature enables users to send emails to a list of contacts, leads, or campaign members directly from Salesforce.

It supports email templates and provides tracking capabilities.

Steps to Use Send List Email:

Step 1: Navigate to the Contacts or Leads tab.

Step 2: Create a list view that includes the contacts you want to email.

Step 3: Select the "Send List Email" button.

Step 4: Choose an email template, compose the email, and send it.

Managing Bounces and Send History:

Bounces: Salesforce tracks email bounces, and you can view bounce details on the individual contact records.

Send History: The history of sent emails, including opens and clicks, is tracked and visible on the Contact records.

Benefits:

Integrated Solution: No need for external email service providers.

Efficiency: Quickly send emails to multiple recipients and manage communications directly within Salesforce.

Tracking: Monitor email performance and follow up as needed.

References:

CertGod Nonprofit Cloud Consultant study guide: "Send List Email"​​.

To allow a fundraiser to easily track and update her gift asks for donation solicitations, using Path is a suitable solution in Salesforce. Here’s how to configure and use Path for this requirement:

Enable Path:

Navigate to Setup and type "Path" in the Quick Find box.

Click on Path Settings and enable Path if it is not already enabled.

Create a Path:

Click New Path and follow the steps to create a new Path.

Select the Opportunity object since you want to track donation solicitations.

Define the stages of your solicitation process (e.g., Identification, Cultivation, Solicitation, Stewardship).

Configure Key Fields and Guidance:

For each stage, specify key fields that the fundraiser should complete.

Add guidance for success to provide tips and best practices for each stage.

Assign the Path to a Record Type:

If using record types, ensure the Path is assigned to the correct record type for your donation solicitations.

Use Path:

On the Opportunity record page, the fundraiser can now see the Path at the top of the record.

She can track her progress, update fields, and follow the guidance provided at each stage.

Using Path helps the fundraiser to visualize the stages of the solicitation process, ensuring she can track and update gift asks effectively.

References:

Salesforce Path Documentation: Path in Salesforce.

ess-address-risk

In project management, the three elements impacted by change that cause risk are cost, quality, and time. These elements are often referred to as the project management triangle or triple constraint.

Elements Impacted by Change:

Cost: Changes can lead to increased project costs, affecting the budget and financial resources.

Quality: Changes can impact the quality of the project deliverables, potentially leading to rework or reduced standards.

Time: Changes can affect the project timeline, causing delays and extending the project schedule.

Steps for Risk Mitigation:

Identify Potential Risks:

Conduct a risk assessment to identify potential changes that could impact cost, quality, or time.

Develop Mitigation Strategies:

Create plans to mitigate identified risks, including contingency plans and resource allocations.

Monitor and Control:

Regularly monitor the project for changes and adjust plans as necessary to manage risks effectively.

References:

Salesforce Project Management Best Practices

Salesforce Trailhead: Risk Management in Project Management

Enhanced Recurring Donations in NPSP allows nonprofits to manage recurring donations more flexibly, including making one-time adjustments to the donation amounts. This feature provides a robust way to handle scenarios where donors want to change their regular giving amounts temporarily.

Steps to Implement:

Enable Enhanced Recurring Donations:

Navigate to NPSP Settings -> Donations -> Recurring Donations.

Enable Enhanced Recurring Donations.

Set Up Recurring Donations:

Create a Recurring Donation record for the donor, specifying the regular donation amount and schedule.

Use the Enhanced Recurring Donations feature to adjust the schedule and amounts as needed.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Manage Recurring Donations in NPSP

To track all donations that go to a designated fund, the consultant should create a GAU Allocation record for the designated fund. Here’s why:

GAU Allocation Record:

General Accounting Units (GAUs) are used in NPSP to allocate portions of donations to specific funds or purposes.

Creating a GAU Allocation record allows the nonprofit to specify the amount of each donation that should be allocated to the designated fund, ensuring accurate tracking and reporting.

References:

Salesforce NPSP Documentation on General Accounting Units (GAUs)

Salesforce Nonprofit Success Pack GAU Allocation Guide

When using Marketing Cloud Connect and enabling tracking, the type of data available for reporting using Salesforce reports includes Email Studio Send details. Here’s why:

Marketing Cloud Connect:

Marketing Cloud Connect integrates Marketing Cloud with Salesforce, enabling data synchronization and reporting.

This integration allows Salesforce to pull tracking data from various Marketing Cloud modules into Salesforce reports.

Email Studio Send Details:

Email Studio Send details include data such as email opens, clicks, bounces, and other email performance metrics.

This data is critical for understanding the engagement and effectiveness of email campaigns, and it is available for reporting within Salesforce.

References:

Salesforce Marketing Cloud Connect Documentation

Salesforce Email Studio Reporting Guide

To ensure a subset of org users can fully access the government-issued personal identification number stored in an encrypted field on Contact records, the consultant should enable the "View Encrypted Data" system permission on a Permission Set:

View Encrypted Data System Permission:

This permission allows users to view the full unmasked value of encrypted fields.

It is necessary for users who need to access sensitive data stored in encrypted fields.

Steps to Enable the Permission:

Create or update a Permission Set in Salesforce.

Enable the "View Encrypted Data" permission in the System Permissions section of the Permission Set.

Assign the Permission Set to the appropriate subset of users who require access to the encrypted data.

Security Considerations:

Ensure that only trusted and authorized users are granted this permission due to the sensitive nature of the data.

Regularly review and audit Permission Set assignments to maintain security and compliance.

By enabling the "View Encrypted Data" permission, the nonprofit ensures that authorized users can access sensitive data as needed for their roles.

References:

Salesforce Help: View Encrypted Data Permission

Salesforce Security Documentation

For a large nonprofit that functions like a for-profit corporation and tracks funding exclusively from corporations, the Standard Account Model without NPSP is the most suitable choice. This model allows the nonprofit to manage Leads and track its Opportunity pipeline effectively, focusing on corporate accounts.

Benefits of the Standard Account Model:

Simplicity: The Standard Account Model is straightforward and designed for organizations that do not need the additional features provided by NPSP.

Corporate Focus: It is well-suited for managing corporate accounts and opportunities without the additional complexities of individual or household account models.

Steps to Implement:

Set Up Standard Account Model:

Use the default Salesforce setup for Accounts, Contacts, Leads, and Opportunities.

Customize as Needed:

Customize the standard objects and fields to align with the nonprofit’s specific requirements for tracking corporate funding.

References:

Salesforce Standard Account Model Documentation

Salesforce Trailhead: Manage Accounts and Opportunities

When using the NPSP Data Importer to upload data that contains payments on existing opportunities, and matching donations to existing records, the following updates may occur:

A Payment Will Be Added to the Opportunity:

When a gift is successfully matched to an existing Opportunity, a Payment record is created and associated with the Opportunity.

This reflects the new donation and updates the financial records accordingly.

The Opportunity Amount Will Include the New Payment Amount:

The total amount on the Opportunity will be updated to reflect the sum of the original amount and the new payment amount.

This ensures that the Opportunity accurately represents the total donations received.

These updates help maintain accurate and up-to-date financial records within Salesforce, reflecting all contributions accurately.

References:

Salesforce NPSP Documentation: NPSP Data Importer

Salesforce Trailhead: Manage Donations with NPSP

To delegate authority to specific users for processing gift entries, the consultant should add the following permissions to a permission set:

Grant visibility to the Gift Entry tab:

This permission ensures that users can access the Gift Entry tab where they can process and manage gift entries.

Grant create, edit, and delete access to all required objects and fields:

Users need full CRUD (Create, Read, Update, Delete) access to objects and fields related to gift processing such as Donations, Payments, and any custom fields or objects involved in the gift entry process.

This level of access is essential for users to accurately record, update, and manage gift entries.

Grant access to BDI_BatchOverride and BDI_DataImport Visualforce pages:

These Visualforce pages are part of the Batch Data Import (BDI) functionality in NPSP, which is used for batch processing of gift entries.

Access to these pages allows users to override batch data and perform data imports necessary for processing gifts.

References:

Salesforce documentation on Gift Entry permissions: Gift Entry Permissions

When periodically importing a structured list of event registrations, it is crucial to ensure that the process is efficient and does not trigger unnecessary automation. Disabling TDTM (Table-Driven Trigger Management) for specific users is a recommended approach.

TDTM Overview:

TDTM allows for managing and controlling the execution of triggers in NPSP.

It provides flexibility to disable specific triggers or exclude certain users from trigger execution during bulk data imports.

Disabling TDTM for Specific Users:

By disabling TDTM for specific users, the import process can be streamlined without triggering unnecessary automation.

This approach ensures that data imports are efficient and reduces the risk of hitting system limits or performance issues.

Steps to Implement:

Navigate to NPSP Settings -> System Tools -> TDTM.

Add the usernames of the users who will be performing the imports to the "Usernames to Exclude" field.

Save the changes to ensure that TDTM triggers are disabled for these users during the import process.

Benefits:

Efficiency: Reduces the load on the system during bulk imports, ensuring faster and more reliable data processing.

Control: Maintains control over which triggers are executed, preventing unintended automation from affecting the imported data.

Additional Considerations:

Ensure that other necessary validations and processes are manually checked or re-enabled after the import if needed.

Monitor the data import process to ensure that it completes successfully without triggering unnecessary automation.

References:

CertGod Nonprofit Cloud Consultant study guide: "Disable TDTM for specific users"【22:18†source】.

After using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household, the consultant needs to manually select a Primary Contact for each Household Account. Here’s the detailed process:

Run the Conversion Utility Tool:

Navigate to NPSP Settings.

Under the "Bulk Data Processes" section, find and run the Conversion Utility tool to convert One-to-One Accounts to Household Accounts.

Review Converted Records:

Once the Conversion Utility tool runs successfully, review the newly created Household Accounts.

Each Household Account should have the associated Contacts correctly linked.

Select a Primary Contact for Each Household:

Go to each new Household Account.

Manually select a Primary Contact from the list of related Contacts. This step is crucial as the Conversion Utility does not automatically set the Primary Contact.

The Primary Contact field is used in many NPSP features and reports, so ensuring it is correctly set is important.

By performing this manual action, you ensure that the data integrity and functionality within NPSP are maintained after the conversion.

References:

Salesforce NPSP Documentation: Convert One-to-One Accounts to Household Accounts

Salesforce Trailhead: Manage Households in NPSP

When the consultant encounters API call limit errors after switching the integration from a sandbox to a production environment, the likely explanation is:

Different API Call Limits for Sandbox and Production Environments:

Salesforce environments have different API call limits based on the type of environment and the organization's Salesforce edition. Sandbox environments often have higher API call limits for testing purposes, while production environments have stricter limits to ensure performance and reliability.

When setting up the process for importing lists of Contacts into Salesforce Campaigns using the NPSP Data Import tool, it is essential to consider how Campaign Members are created and matched.

Key Considerations:

Automatic Campaign Member Creation (A):

The NPSP Data Import tool will automatically create Campaign Member records for the imported Contacts with the default Member Status. This helps streamline the process of adding members to campaigns.

Exact Name Matching (D):

Existing Campaigns in Salesforce are matched by exact Name. This means that the names in the CSV files must match the names of the Campaigns in Salesforce exactly for the import process to associate Contacts with the correct Campaigns.

Steps to Set Up:

Prepare CSV Files:

Ensure that the Campaign names in the CSV files exactly match the names of the Campaigns in Salesforce.

Include all necessary fields to map Contacts to Campaign Members.

Configure NPSP Data Import:

Navigate to NPSP Settings -> Data Import.

Ensure the settings align with the import requirements, including handling duplicates and respecting duplicate matching rules if enabled.

Perform Dry Run:

Use the NPSP Data Import Dry Run feature to validate the import configuration and ensure that the Campaign Member Status and other settings are correctly applied.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Import Data for Nonprofits

To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:

In-App Guidance (B):

This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.

myTrailhead (D):

myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.

Steps to Implement:

Set Up In-App Guidance:

Navigate to Setup -> In-App Guidance.

Create prompts and walkthroughs tailored to the nonprofit's processes.

Deploy myTrailhead:

Customize and publish training content on myTrailhead.

Encourage staff to complete the training modules to improve their Salesforce skills.

References:

Salesforce In-App Guidance Documentation

Salesforce myTrailhead Documentation

To address the nonprofit's need for a marketing automation tool that allows for segmentation, targeting, and email creation using Lightning Email Templates:

Choose Pardot:

Pardot is Salesforce's marketing automation solution designed to handle sophisticated email marketing, segmentation, and engagement tracking.

Set Up Pardot:

Ensure Pardot is integrated with Salesforce.

Configure user permissions and roles in Pardot.

Connect Pardot to the Salesforce CRM to synchronize data between the two platforms.

Segment and Target Supporters:

Use Pardot's segmentation tools to create lists based on supporter engagement and interactions.

Set up dynamic lists that automatically update based on predefined criteria such as email opens, clicks, and website visits.

Create Emails with Lightning Email Templates:

Utilize Lightning Email Templates in Pardot to design and personalize emails.

Use drag-and-drop features to build responsive email templates without needing HTML knowledge.

Track Engagement:

Implement Pardot’s engagement tracking to monitor how supporters interact with emails.

Use Pardot’s scoring and grading system to prioritize leads based on their engagement and fit with your nonprofit's goals.

Analyze and Optimize:

Use Pardot’s analytics and reporting tools to measure the effectiveness of your campaigns.

Continuously refine your segmentation and targeting strategies based on data insights to improve engagement and conversion rates.

By using Pardot, the nonprofit can effectively segment its audience, target them with personalized email campaigns, and track engagement over time, enhancing their overall marketing efforts.

References:

Salesforce Pardot documentation on segmentation and email marketing

CertGod Nonprofit Cloud Consultant guide​

To streamline the import of donations made by nonprofit volunteers using NPSP Data Import features, the following steps are recommended:

Create a Batch and Map Opportunity Primary Contact on First and Last Name:

When creating a data import batch, you can map the Opportunity Primary Contact based on the First and Last Name. This ensures that the donation is linked to the correct contact in Salesforce.

Create a Batch and Match Contact on First and Last Name:

During the import process, create a batch and use the matching criteria based on the Contact's First and Last Name. This helps in accurately matching the donations to the existing contacts in Salesforce, reducing duplicate records and maintaining data integrity.

Steps to Implement:

Navigate to NPSP Data Import.

Create a new Batch.

Map the fields appropriately, ensuring the Opportunity Primary Contact and Contact matching criteria are based on First and Last Name.

Validate the mapping and run the batch to import the donation data.

These features help automate and streamline the data import process, ensuring accurate and efficient data management.

References:

Nonprofit Success Pack (NPSP) Documentation: Data Import

Salesforce Help: Managing Batches and Data Import

To keep nonprofit staff up to date on the latest Salesforce platform features and best practices, the following resources are recommended:

Trailhead:

Trailhead is Salesforce’s free, interactive learning platform. It offers modules, projects, and trails that cover new features, best practices, and hands-on activities to help users learn and apply Salesforce skills.

Regularly check Trailhead for new content related to Salesforce updates and best practices.

Power of Us Hub:

The Power of Us Hub is an online community specifically for Salesforce.org users, including nonprofits. It provides a wealth of resources, discussions, and updates about Nonprofit Cloud and related Salesforce features.

Join the Power of Us Hub to stay informed about new features, best practices, and upcoming releases.

References:

Trailhead: trailhead.salesforce.com

Power of Us Hub: powerofus.force.com

To meet the requirement of sharing client assessments, notes, and alerts among staff within the nonprofit using Nonprofit Cloud Case Management, the following approaches are recommended:

Create a Public Group:

Create a Public Group that includes all staff members who need access to the client information.

This group will be used to grant shared access to the relevant records.

Steps to Create a Public Group:

Go to Setup.

Enter "Public Groups" in the Quick Find box and select it.

Click "New Group" and add the necessary staff members.

Create Sharing Rules:

Set up sharing rules for the Assessments, Client Notes, and Client Alerts objects to share these records with the Public Group.

This ensures that any updates or new records created within these objects are automatically shared with the staff group.

Steps to Create Sharing Rules:

Go to Setup.

Enter "Sharing Settings" in the Quick Find box and select it.

Select the relevant object (e.g., Assessments).

Click "New" under Sharing Rules and define the criteria and target group (Public Group created earlier).

These steps ensure that relevant client information is shared with the appropriate staff, enhancing collaboration and service delivery.

References:

Salesforce Help: Creating Public Groups

Salesforce Help: Defining Sharing Rules

To search for volunteers with specific skills and availability using Volunteers for Salesforce:

Use the Find Volunteers Tab:

Navigate to the Volunteers for Salesforce application within Salesforce.

Click on the "Find Volunteers" tab.

Fill in the Volunteer Criteria:

In the search form, enter the desired values for Volunteer Status, Volunteer Availability, and Volunteer Skills.

For this scenario, enter "Landscaping" in the Volunteer Skills field and specify the desired availability timeframe in the Volunteer Availability field.

Execute the Search:

Click on the "Search" button to find volunteers that match the specified criteria.

Select Volunteers:

Review the list of volunteers returned by the search.

Select the volunteers that are available at the given time and have the required landscaping skills.

This method ensures that the volunteer manager can efficiently find and assign volunteers to shifts based on their skills and availability.

References:

Volunteers for Salesforce documentation on finding and managing volunteers

CertGod Nonprofit Cloud Consultant guide​

To track supporters who send advocacy messages to elected officials, the nonprofit can use the following solutions:

Organize Advocacy Messages into Campaigns:

Create a Campaign in Salesforce for each advocacy initiative.

Add Contacts who take action (send messages) as Campaign Members. This allows the nonprofit to track participation and engagement within each advocacy campaign.

Use an Online Advocacy Platform from the AppExchange:

Select an advocacy platform from the Salesforce AppExchange that integrates with Salesforce. These platforms are designed to facilitate advocacy efforts and automatically sync supporter actions with Salesforce.

The platform can record which supporters sent messages and update Salesforce accordingly, ensuring accurate tracking and reporting.

These solutions provide a comprehensive approach to managing and tracking advocacy efforts, leveraging the capabilities of Salesforce and specialized advocacy tools.

References:

Salesforce AppExchange: Advocacy Platforms

Nonprofit Success Pack (NPSP) Documentation: Managing Campaigns and Campaign Members

Before implementing the Accounting Subledger, review the following configurations:

Review Accounting Triggers:

Ensure that your Salesforce instance has the necessary triggers enabled to support the Accounting Subledger.

Go to Setup -> Triggers, and verify the status of triggers related to accounting functionalities.

Check Recurring Donations:

Navigate to NPSP Settings -> Recurring Donations.

Verify that the configuration aligns with the needs of the Accounting Subledger, ensuring proper allocation and tracking of recurring donations.

Payment Allocations:

Check the settings for payment allocations to ensure they are correctly mapped to the general ledger accounts used in your accounting system.

NPSP Settings:

Verify the overall NPSP settings to ensure there are no conflicts with the Accounting Subledger functionalities.

References:

Salesforce Accounting Subledger Documentation

Salesforce Nonprofit Success Pack (NPSP) Configuration Guide

Salesforce Trailhead: Configure Nonprofit Success Pack

To configure Accounting Subledger so that only the appropriate records are created and available for export to finance, you need to set up Stage to State Mapping. This ensures that only donations at a certain stage are included in the ledger entries. Here are the steps:

Access Accounting Subledger Setup:

Navigate to the Accounting Subledger settings in Salesforce.

Configure Stage to State Mapping:

Define the mapping between Opportunity Stages and Accounting Subledger States.

For example, map the "Closed Won" stage to a state that signifies the donation is ready for ledger entry creation.

Update Opportunity Stages:

Ensure that your Opportunity Stages are correctly set up to reflect the different states of your donation process (e.g., "Pledged", "Received").

Create Ledger Entries:

Once an Opportunity reaches the specified stage (e.g., "Closed Won"), a ledger entry is automatically created.

Only these ledger entries are included in the export to finance.

By configuring the Stage to State Mapping, you ensure that only finalized donations (those that reach a specific stage) are included in the ledger entries, making the finance export process more efficient and accurate.

References:

Salesforce Accounting Subledger Documentation: Stage to State Mapping.

When using the NPSP Contact Merge functionality, any empty Household Accounts that do not have associated Contacts or Opportunities are automatically deleted. This is likely the cause of the reduction in the number of household accounts noticed by the system administrator.

Steps to Verify:

Check Merge Settings:

Review the settings and configuration of the NPSP Contact Merge process to understand its behavior regarding empty Household Accounts.

Review Audit Logs:

Check the Salesforce audit logs to see the details of the merge operations and confirm that empty Household Accounts were deleted.

Restore if Necessary:

If the deletion of empty Household Accounts was unintended, use data recovery options to restore any necessary records.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Merge Duplicate Records in Nonprofit Success Pack

To allow case managers to create and edit service delivery records in the Program Management Module (PMM), you should assign the appropriate permissions through Permission Sets. Permission Sets provide a way to grant specific permissions to users without changing their profiles, making it easier to manage access to certain functionalities.

Steps:

Create a Permission Set:

Navigate to Setup -> Permission Sets.

Click "New" to create a new permission set.

Grant Permissions:

In the new permission set, go to Object Settings.

Find and select "Service Deliveries."

Grant "Create" and "Edit" permissions.

Assign the Permission Set:

Assign the newly created permission set to the case managers who need access to create and edit service delivery records.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Permission Sets

,and “D”.( When importing data into the NPSP Data Import Object, if the error message indicates that the Record ID field is not mapped, the system admin should ensure that the appropriate mapping is set up and use the correct operation for the data loader.

Select the Appropriate Record ID (A):

In the Salesforce Data Import Wizard, ensure that the Record ID field is correctly mapped. This field is required for updating existing records or ensuring data integrity.

Select "Upsert" Operation (C):

When using the Salesforce Data Loader, choose the "Upsert" operation. This allows the system to insert new records or update existing ones based on the Record ID or an external ID, ensuring that duplicates are avoided and data is accurately imported.

Steps to Resolve:

Check Field Mapping:

Verify that the Record ID field is mapped correctly in the import wizard or data loader.

Choose Upsert Operation:

If using the Data Loader, select the "Upsert" option to handle both insertions and updates.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Import Data for Nonprofits

When migrating a large volume of donation and payment data into an NPSP org, the consultant should discuss the following considerations with the nonprofit organization:

Data Storage Limits:

Salesforce has data storage limits based on the type and edition of the Salesforce instance.

It is important to calculate the volume of data being imported and ensure it does not exceed the available storage.

If necessary, consider purchasing additional data storage or archiving old records to free up space.

Data Skew:

Data skew occurs when a large number of child records are associated with a single parent record.

This can impact performance and cause issues with sharing rules and data visibility.

Plan the data import to distribute records evenly and avoid creating data skew, particularly with high-volume objects like Contacts and Accounts.

By addressing these considerations, the nonprofit can ensure a smooth and efficient data migration process while maintaining optimal system performance and compliance with Salesforce limits.

References:

Salesforce Documentation: Data Storage Allocations

Salesforce NPSP Documentation: Data Import Best Practices

myTrailhead is the best solution for a nonprofit organization that wants to train and test its employees on various skills such as brand messaging, creating support cases for IT, and publishing online videos. myTrailhead provides a customized learning experience that can be tailored to specific needs and allows for interactive and engaging training modules. This solution also includes testing capabilities to assess employee understanding and track progress over time.

References:

Nonprofit Cloud Consultant Guide: myTrailhead is recommended for creating customized and engaging training modules that can be tracked and assessed over time​​​​.

To present active volunteer sites on a map that should be visible without logging in, the nonprofit can use Tableau Public. Here’s why:

Tableau Public:

Tableau Public is a free platform that allows users to create and share interactive data visualizations online.

It supports publishing maps and other visualizations that can be accessed publicly without requiring login credentials.

This tool is ideal for sharing information like volunteer site locations with a broad audience.

References:

Tableau Public Documentation

Salesforce and Tableau Integration Guide

To ensure that a subset of Service Delivery records are visible to selected staff while maintaining private sharing settings, you should use criteria-based sharing rules:

Navigate to Sharing Settings:

Go to Setup in Salesforce.

Enter "Sharing Settings" in the Quick Find box and select it.

Create a Criteria-Based Sharing Rule:

In the Sharing Settings, locate the object for which you want to create the sharing rule (e.g., Service Deliveries).

Create a new sharing rule and select "Based on Criteria" as the rule type.

Define the criteria that records must meet to be shared (e.g., specific fields or values that identify the subset of records).

Specify the users or roles that should have access to these records and define the level of access (Read/Write).

Save and Apply the Rule:

Save the sharing rule and ensure it is activated.

Verify that the selected staff have the appropriate access to the records as defined by the rule.

By using criteria-based sharing rules, you can selectively grant access to specific records without compromising the overall privacy settings of the organization.

References:

Salesforce Help: Setting Up Sharing Rules

Nonprofit Success Pack (NPSP) Documentation on Sharing and Security Settings

To reduce manual data entry and improve efficiency when entering donation data into both Salesforce and an external accounting system, the consultant should recommend using the Accounting Subledger:

Accounting Subledger:

The Accounting Subledger in NPSP provides a way to sync financial data between Salesforce and external accounting systems.

It ensures that donation data entered in Salesforce is automatically available for reconciliation and reporting in the accounting system.

Setting Up Accounting Subledger:

Install and configure the Accounting Subledger from the AppExchange.

Define the mapping between Salesforce donation records and the corresponding records in the accounting system.

Set up integration rules to automatically sync data based on predefined triggers and schedules.

Benefits:

Reduces manual data entry by automating the transfer of donation data.

Ensures data consistency and accuracy across systems.

Provides real-time visibility into financial data for better decision-making.

By using the Accounting Subledger, the nonprofit can streamline its data entry processes and improve overall efficiency.

References:

Salesforce AppExchange: Accounting Subledger

Nonprofit Success Pack (NPSP) Documentation: Financial Management and Integration

To send automated renewal emails on a 30/60/90/180-day cadence with different email templates based on members' website visits, Pardot is the recommended solution:

Pardot for Email Automation:

Pardot is Salesforce’s B2B marketing automation solution that can handle complex email automation requirements.

It allows you to create automated email campaigns based on specific triggers and criteria, such as website visits and renewal dates.

Setting Up Pardot Automation:

Create dynamic lists in Pardot that segment members based on their renewal dates (30/60/90/180 days).

Design and create different email templates for each segment.

Use Pardot's Engagement Studio to build automated workflows that send the appropriate email template to each segment based on the criteria.

Tracking and Reporting:

Pardot provides detailed tracking and reporting on email engagement, allowing you to monitor the effectiveness of your renewal campaigns.

Using Pardot, the nonprofit can create personalized and timely renewal emails, improving member engagement and renewal rates.

References:

Salesforce Pardot Documentation

Trailhead: Automate Marketing to Businesses with Pardot

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.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Create and Customize Reports

To track grant lifecycles using the Nonprofit Success Pack (NPSP), including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments, the consultant should model the components as follows:

Payments = Opportunities with Payments:

Use the Opportunities object in Salesforce to track each grant awarded.

For each Opportunity, create related Payment records to track individual disbursements or installments of the grant amount.

Applications = Deliverables:

Utilize the Deliverables object to track the application process for grants.

Create Deliverable records to capture key details such as submission deadlines, requirements, and statuses.

Reporting Deadlines = Deliverables:

Similar to applications, use the Deliverables object to track reporting deadlines.

Create Deliverable records for each required report, specifying due dates and completion statuses.

Actions = Activities:

Use the Activities object to assign tasks and actions to staff members.

Create Task records for actions related to the grant, such as follow-ups, meetings, and communications.

This configuration ensures that all aspects of the grant lifecycle are tracked effectively within Salesforce, leveraging NPSP's capabilities to manage opportunities, payments, deliverables, and activities.

References:

Salesforce Nonprofit Success Pack Documentation: Detailed instructions on using Opportunities, Payments, Deliverables, and Activities in NPSP.

Salesforce Help Documentation: Opportunities, Activities, Payments, Deliverables.

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For a nonprofit client inexperienced with Salesforce, the best training resource to recommend is Trail Tracker by Trailhead:

Trail Tracker by Trailhead:

Trail Tracker is a Salesforce app that integrates with Trailhead, allowing organizations to assign, track, and manage Trailhead training for their users.

It is specifically designed to help users learn Salesforce through guided, interactive learning paths.

Set Up Trail Tracker:

Install Trail Tracker from the Salesforce AppExchange.

Configure the app to align with your nonprofit’s training goals.

Assign Training Modules:

Identify the relevant NPSP fundraising training modules on Trailhead.

Use Trail Tracker to assign these modules to staff members.

Monitor Progress:

Use Trail Tracker dashboards to monitor the progress of staff members as they complete their training modules.

Provide additional support or resources as needed to ensure successful completion.

References:

Salesforce Trailhead and Trail Tracker documentation

CertGod Nonprofit Cloud Consultant guide​

Reporting snapshots in Salesforce allow you to capture and store data at specific intervals, providing a way to track changes over time. However, they do not work retroactively, meaning you cannot use them to capture historical data before the snapshot was created. The snapshots only start capturing data from the point they are set up moving forward.

To address the development director's request, the consultant should consider alternative methods, such as creating reports with historical data that has already been captured or using a different tool that can analyze historical data for trends.

References:

Salesforce Help: Create Reporting Snapshots to Report on Historical Data

Salesforce Trailhead: Reporting Snapshots

The error message "the data you are trying to access is unavailable" when running a mailing list report on a campaign using the NPSP Household Mailing List button likely indicates a permissions issue. Since the button works as expected for the system administrator, the issue is probably related to user permissions.

Apex Class Access (A): The most likely cause is that the user does not have access to the necessary Apex Class for Manage Households. Ensure that the user has the required permissions to access and execute this Apex Class.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Help: Manage Apex Classes and Permissions

If a nonprofit organization has enabled Person Accounts in its Salesforce org and now wants to install NPSP while completely removing all Person Account features, the best approach is to apply for a new Salesforce organization and request a license transfer. Here’s why and how to do it:

Apply for a New Salesforce Organization:

Create a new Salesforce instance without enabling Person Accounts.

This approach avoids the complexities and potential issues of removing Person Accounts from an existing instance.

Request a License Transfer:

Contact Salesforce support to request a transfer of licenses from the old org to the new one.

Provide the necessary details and justification for the transfer.

Install NPSP in the New Org:

Install the Nonprofit Success Pack (NPSP) in the new Salesforce org.

Follow the standard installation and post-installation steps to set up NPSP properly.

Migrate Data:

Plan and execute a data migration from the old org to the new org.

Use data import tools like Data Loader to transfer Contacts, Accounts, Opportunities, and other relevant data.

Ensure data integrity and mapping during the migration process.

By creating a new org and transferring the licenses, the organization can start fresh without the complexities of removing Person Accounts and ensure a smooth transition to using NPSP.

References:

"Salesforce Nonprofit Success Pack Installation" from Salesforce Help: NPSP Installation

"Managing Person Accounts" from Salesforce Help: Person Accounts

To automatically add donors who give to the Capital Fund to the Capital Campaign:

Enable Automatic Campaign Member Management in NPSP Settings: This feature allows automatic management of Campaign Members based on criteria defined in NPSP settings.

Populate the Primary Campaign Source Field on the Opportunity Record: By setting the Primary Campaign Source on the Opportunity record, donors can be automatically added to the associated Campaign.

These steps ensure that any donor contributing to the Capital Fund is automatically linked to the Capital Campaign, streamlining the process and ensuring accurate tracking.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Managing Campaigns in NPSP

To locate NPSP release information, two key places are:

Power of Us Hub: This is a community for Salesforce.org customers, where they can access release notes, documentation, and discussions about NPSP updates.

GitHub Cumulus Releases: This repository contains detailed release information, including new features, bug fixes, and enhancements for NPSP.

These sources provide comprehensive and up-to-date information on NPSP releases.

References:

Power of Us Hub

GitHub Cumulus Releases Repository

For tracking job seeker engagements and assigning them to case managers:

Enable web-to-case: This allows job seekers to submit inquiries via web forms, which automatically create cases in Salesforce.

Customize cases: Modify the case object to track specific engagement details from start to finish.

Assignment rules: Set up rules to automatically assign cases (job seekers) to appropriate case managers based on predefined criteria (e.g., job seeker's needs, case manager's workload).

This solution provides a structured way to handle multiple engagement channels (phone, web, email) and ensures that each job seeker is assigned a case manager for personalized support.

References:

Salesforce Help: Setting Up Web-to-Case

Salesforce Trailhead: Service Cloud for Nonprofits

When considering the Individual ("Bucket") account model for a nonprofit organization migrating to an NPSP org:

Legacy Account Model: The Individual account model is considered a legacy option and is not recommended for new implementations due to limitations in scalability and flexibility.

Account Data Skew: With a large volume of contacts, using the Individual account model can lead to data skew issues, where too many contacts are associated with a single account, causing performance and reporting challenges.

It is advisable to consider other account models like the Household Account Model, which is more suitable for managing large volumes of contacts.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Managing Account Models in NPSP

Person Accounts were not designed to work with the Nonprofit Success Pack (NPSP) and are not supported for use with NPSP. The best practice is to avoid using Person Accounts in NPSP. Here’s why:

Incompatibility with NPSP Features:

NPSP is designed to use the Household Account model to manage individual donors and contacts.

Person Accounts can conflict with NPSP’s data model and features, such as customizable rollups and relationship management.

Limited Support:

Salesforce and the NPSP community provide limited support for Person Accounts within the NPSP context.

Using Person Accounts may result in difficulties obtaining support and resolving issues that arise.

Best Practices for Nonprofits:

Nonprofits are encouraged to use the Household Account model to track individual contributors and volunteers.

This model offers better integration with NPSP’s built-in functionalities, such as donation tracking, engagement plans, and reporting.

Data Model Alignment:

Aligning with the Household Account model ensures data consistency and full utilization of NPSP features.

It simplifies data management and reporting by adhering to the NPSP’s standardized structure.

References:

Salesforce NPSP Documentation: Account Models

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

When troubleshooting the issue of Recurring Donation Opportunities having close dates at the end of the month instead of the 15th, the consultant should check if the "Always use last day of the month" field is selected. This field setting overrides other close date settings and defaults the close date to the last day of the month.

Log in to Salesforce: Access the Salesforce org where NPSP is installed.

Navigate to NPSP Settings: Go to the App Launcher, search for "NPSP Settings", and select it.

Find Recurring Donations Settings:

In NPSP Settings, expand the "Donations" section.

Click on "Recurring Donations".

Check the "Always use last day of the month" Field:

Locate the "Always use last day of the month" setting.

Verify whether this checkbox is selected.

If selected, uncheck this option if you want the close date to follow the Day of the Month picklist value.

Save the Settings: Save any changes made and verify that new Recurring Donations reflect the correct close date.

By ensuring this field is not selected, the system will correctly use the 15th of the month as specified in the Day of the Month picklist.

Using Case Hierarchy is the best way to relate Cases for the same client to each other in Salesforce. This allows the organization to see the connection between various Cases and manage them effectively. Here’s how to set it up:

Enable Case Hierarchy:

Ensure that the Case Hierarchy feature is enabled in your Salesforce org. This is typically enabled by default.

Create Parent and Child Cases:

When creating or editing a Case, you can specify a parent Case using the "Parent Case" lookup field.

For each new Case related to the same client, select the main Case as the parent.

View Case Hierarchy:

On the Case record page, click on "View Hierarchy" to see all related Cases in a hierarchical view.

This allows you to easily track and manage all Cases related to a specific client.

By using Case Hierarchy, you can maintain a clear structure of all Cases related to a client and ensure they are appropriately connected and managed.

References:

"Case Hierarchies" from Salesforce Help: Case Hierarchies

"Managing Cases in NPSP" from Salesforce.org: Case Management

To categorize donors into Gold, Silver, and Bronze based on the total gift amount for the year, the NPSP Levels feature should be utilized. This feature allows the organization to automatically categorize donors based on specified criteria.

Define Levels in NPSP:

Navigate to NPSP Settings > Levels.

Create three new Levels: Gold, Silver, and Bronze.

For each Level, specify the range of the total gift amount for the year. For example:

Gold: $10,000 and above

Silver: $5,000 to $9,999

Bronze: $1,000 to $4,999

Configure Level Criteria:

Set the criteria for each Level to be based on the "Total Gifts This Year" field.

Ensure the system is tracking the total gifts correctly by verifying the Customizable Rollups settings.

Assign Levels to Donors:

The system will automatically evaluate donors and assign them to the appropriate Level based on their total giving for the year.

This categorization can be used in reports, dashboards, and donor segmentation for targeted communication and recognition.

References:

CertGod Nonprofit Cloud Consultant Guide:

When migrating a large volume of contacts, organizations, and address records into NPSP, it is essential to consider the following:

Complexity with the Address Object:

Using the Address object to track addresses can introduce complexity, especially if multiple addresses per contact or organization need to be managed. This complexity arises from the need to ensure all address records are correctly linked and maintained.

Impact on Data Storage:

Migrating all historical address information can significantly impact system data storage. Salesforce has storage limits, and large volumes of data can quickly consume available storage. It is important to plan for data storage needs and consider archiving or summarizing historical data to manage storage usage effectively.

Steps for Migration:

Data Preparation:

Clean and standardize the data before migration to ensure consistency.

Identify and remove duplicates to avoid data redundancy.

Data Mapping:

Map the fields from the legacy system to the corresponding fields in NPSP, including custom fields if necessary.

Data Import Tools:

Use Salesforce Data Loader or the NPSP Data Importer for the migration process.

Import data in batches, starting with Accounts, followed by Contacts, and then address information.

Testing and Validation:

Test the migration in a sandbox environment to identify and resolve any issues.

Validate the imported data to ensure accuracy and completeness.

References:

"Data Import Strategies for Nonprofits" from Salesforce Help: Data Import Strategies

"Address Management in NPSP" from Salesforce.org: Address Management

To find the NPSP version number for a specific field, the consultant should reference the NPSP Public Data Dictionary. This resource provides detailed information about the fields and features introduced in different versions of NPSP.

Access NPSP Public Data Dictionary:

Go to the Power of Us Hub or the Salesforce.org website.

Navigate to the NPSP documentation section.

Search for the Field:

Use the Data Dictionary to search for the specific field in question.

Review the information provided, including the version number when the field was introduced.

Verify Field Information:

Confirm the details about the field, including any associated metadata and historical changes.

Using the NPSP Public Data Dictionary ensures accurate information about the field's history and version details.

To track nested campaigns effectively, Salesforce Campaign Hierarchies can be utilized. Here are the steps to set this up:

Create Parent Campaign:

Create the top-level parent Campaign called "Friends of the Organization".

Create Sub-Campaigns:

Create sub-campaigns under the parent campaign for each hierarchical level: FY19, Capital Campaign, Annual Fund, Digital Donations, and Mobile.

Link each sub-campaign to its parent campaign using the Parent Campaign lookup field.

Configure Campaign Hierarchy Settings:

Ensure the Campaign Hierarchy settings are configured to allow for the desired depth of nested campaigns.

Track Campaign Performance:

Use Campaign Hierarchy reports to track the performance of each campaign within the hierarchy.

Analyze metrics such as total donations, engagement, and conversion rates at each level.

By creating a structured Campaign Hierarchy, the nonprofit can effectively track and manage complex campaign structures, gaining insights into performance at each level of the hierarchy.

References:

"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies

"Managing Campaigns in NPSP" from Salesforce.org: Campaign Management

The most efficient way to install NPSP in an existing Salesforce organization is to use the NPSP Installer. Here’s how to do it:

Access the NPSP Installer Page:

Go to the NPSP Installer page: NPSP Installer

This page provides the latest version of NPSP and installation instructions.

Initiate the Installation:

Click on the installation link for the latest NPSP version.

Log in to your Salesforce org where you want to install NPSP.

Follow the Installation Wizard:

Follow the prompts in the installation wizard to complete the installation.

Choose the appropriate options based on your organization’s needs (e.g., data model selection, configurations).

Complete Post-Install Instructions:

After installation, follow the post-install instructions provided in the documentation. This might include configuring NPSP settings, setting up users, and data import processes.

By following these steps, you can ensure that NPSP is correctly installed and configured in your Salesforce organization.

References:

"Installing NPSP" from Salesforce.org: Installing NPSP

"Post-Install Configuration" from Salesforce Help: Post-Install Configuration

For frequently importing membership renewal data and daily donation data with different configurations, the NPSP Data Importer is the most suitable tool. Here’s how to set it up:

Prepare Data Files:

Ensure you have separate data files for membership renewals and daily donations.

Format each file according to the required fields for the NPSP Data Importer.

Access NPSP Data Importer:

Go to the App Launcher.

Search for and open "NPSP Data Importer".

Configure Import Settings:

For membership renewals, configure the data mappings specific to membership fields (e.g., membership type, renewal date).

For daily donations, configure the data mappings for donation-related fields (e.g., donation amount, donor information).

Save Import Mappings:

Save each configuration as a template in the NPSP Data Importer.

Name the templates clearly (e.g., "Membership Renewals Import", "Daily Donations Import").

Import Data:

Upload the respective data files to the NPSP Data Importer.

Select the appropriate template for each import process.

Run the import process, ensuring data is correctly mapped and imported.

Verify and Clean Up:

Verify the imported data for accuracy.

Use the NPSP tools to manage any duplicates or discrepancies.

The NPSP Data Importer provides flexibility and efficiency for handling different types of data imports with tailored configurations.

References:

"NPSP Data Importer" from Salesforce Help: NPSP Data Importer

"Managing Data Imports with NPSP" from Salesforce.org: Data Import Management

For a large nonprofit organization functioning like a for-profit corporation and needing to manage Leads and track its Opportunity pipeline:

Salesforce Account Model without NPSP: This model is suitable as it aligns with for-profit business processes, focusing on managing business accounts, leads, and opportunities. The Household Account Model in NPSP is more suited for organizations managing individual donors, which is not applicable here.

Using the standard Salesforce Account Model allows the organization to leverage Salesforce’s CRM capabilities tailored for B2B interactions.

References:

Salesforce Account Model Documentation

Salesforce Trailhead: Managing Leads and Opportunities

The correct order for importing data into Salesforce, considering multiple mailing addresses for donors, is:

Account: Import accounts first to establish the primary records.

Address: Import address records to link them to the appropriate accounts.

Contact: Import contacts next to associate them with the correct accounts and addresses.

Campaign: Import campaign records to track the event (gala) details.

Opportunity: Finally, import opportunities to record the donations linked to the appropriate contacts and campaigns.

This order ensures data integrity and correct relationships between the imported objects.

References:

Salesforce Data Import Best Practices

Salesforce Trailhead: Data Import Wizard and Data Loader

To track various funds and report on restricted donations, General Accounting Units (GAUs) in NPSP should be used. Here’s a step-by-step guide:

Set Up General Accounting Units (GAUs):

Navigate to the App Launcher and search for "General Accounting Units".

Create GAUs:

Create new GAU records for each fund you need to track.

Provide names and descriptions that clearly identify each fund.

Link GAUs to Donations:

When creating or updating an Opportunity (donation), scroll to the GAU Allocations section.

Allocate the donation amount to the relevant GAU(s). This ensures that each donation is correctly attributed to the specific fund.

Run Reports on GAU Allocations:

Create reports that include GAU Allocation data to see how funds are being utilized and to ensure that restricted donations are tracked correctly.

Automate Allocations (Optional):

Use NPSP settings to define default GAU allocations for specific types of donations to automate this process.

By using GAUs, the nonprofit can effectively manage and report on restricted funds, ensuring compliance and transparency.

References:

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Overview

To create a report showing how much each board member has raised, you should:

Use the Opportunities report type: This allows you to capture all gift data.

Add a cross filter for Contacts with Board Member = TRUE: This filters the report to include only those contacts who are board members.

Summarize the Total Gifts this Year and Soft Credits this Year fields: This provides the total amounts for direct gifts and influenced gifts.

This method ensures that both direct contributions and soft credits (gifts influenced by board members) are included in the report.

References:

Salesforce Help: Creating and Customizing Reports

Salesforce Trailhead: Reporting for Nonprofits

For suggesting new features in NPSP, the recommended resource is:

Power of Us Hub: This is a community platform specifically for Salesforce.org customers. It includes forums, idea exchanges, and collaboration spaces where nonprofit users can suggest and discuss new features for NPSP.

The Power of Us Hub is the central place for engaging with the Salesforce nonprofit community and influencing future product development.

References:

Power of Us Hub

Salesforce Trailhead: Engaging with the Salesforce Nonprofit Community

Updates to the Nonprofit Success Pack (NPSP) are pushed to production organizations once every two weeks. These frequent updates ensure that organizations using NPSP have access to the latest features, bug fixes, and improvements. Here’s what you need to know:

Regular Updates:

NPSP follows a bi-weekly release schedule, meaning updates are deployed approximately every two weeks.

Automatic Updates:

These updates are automatically pushed to production environments, requiring no manual intervention from administrators.

Release Notes:

Release notes for each update are published and can be accessed to understand the changes and new features included in each release.

Testing and Sandbox Environments:

It’s recommended to test updates in a sandbox environment before they are deployed to production, especially if customizations are in place.

References:

"NPSP Release Schedule" from Salesforce.org: NPSP Release Schedule

"Release Notes and Announcements" from Salesforce.org: NPSP Release Notes

For a nonprofit organization needing an email marketing tool to measure email engagement and evaluate prospective supporters:

Pardot Grading: This measures how well a prospect fits the ideal customer profile based on criteria such as job title, industry, and location.

Pardot Scoring: This tracks a prospect’s engagement with marketing materials, assigning points based on interactions such as email opens, clicks, and form submissions.

Combining Pardot Grading and Scoring provides a comprehensive view of both the quality and engagement level of prospective supporters.

References:

Salesforce Pardot Documentation

Salesforce Trailhead: Pardot Scoring and Grading

A common cause of the NPSP (Nonprofit Success Pack) upgrade failing when run in Production, despite no issues in the sandbox, is not having adequate test code coverage. This is essential for successful deployments in Salesforce environments.

Test Code Coverage:

Salesforce requires a minimum of 75% test code coverage for deploying Apex code to a production environment.

This means that automated tests must cover at least 75% of the codebase, ensuring that most functionalities are validated and reducing the risk of errors during deployment.

Sandbox vs. Production Differences:

Sandbox environments often have less data and different configurations compared to production, which might not fully mimic real-world scenarios.

In production, there could be additional triggers, validation rules, or workflows that are not present or not active in the sandbox.

Mitigating Upgrade Failures:

Ensure that all custom code, including Apex triggers, classes, and batch processes, has adequate test coverage.

Review and test all dependent packages and configurations in a full sandbox environment that closely replicates the production setup.

Additional Considerations:

Conduct a comprehensive review of all customizations and integrations.

Run the NPSP Health Check Tool and Salesforce Optimizer in sandbox before the actual upgrade to identify potential issues.

References:

CertGod Nonprofit Cloud Consultant study guide: "Not having adequate test code coverage"​​.

A Salesforce-recommended governance structure for nonprofit organizations ensures the implementation runs smoothly and effectively. It typically includes the following elements:

Release Management: This ensures that changes are systematically planned, tested, and deployed. It involves managing how new features and updates are rolled out to avoid disruption and ensure smooth transitions.

Rules of Engagement: These define how different stakeholders will interact with the system and with each other. It includes protocols and guidelines for communication, decision-making, and responsibilities.

Center of Excellence (CoE): This is a dedicated team or a hub of experts that provides leadership, best practices, research, support, and training. A CoE helps ensure that the organization is leveraging Salesforce effectively and efficiently.

References:

Salesforce Nonprofit Cloud Implementation Guide

Salesforce Trailhead: Governance Framework

To address the VP of development's needs:

Review Existing Dashboard: Start by reviewing the existing components on the NPSP Development Forecasting dashboard. This provides a high-level view of the current giving pipeline.

Create Additional Reports: Develop new reports to track program metrics and compare them to donor histories. These new reports should capture the necessary program data.

Edit Dashboard: Modify the existing dashboard to include the new components that reflect the additional program data and metrics.

This approach leverages the existing infrastructure and enhances it to meet the organization's specific needs.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Customizing Dashboards in NPSP

For a nonprofit organization looking for a CRM with an integrated email marketing tool that includes built-in scoring and engagement tracking, the recommended solution is:

NPSP (Nonprofit Success Pack): This provides the CRM functionality to manage constituents.

Marketing Cloud: This offers advanced email marketing capabilities, including automation, scoring, and engagement tracking.

Marketing Cloud is designed to handle complex marketing needs and integrates seamlessly with NPSP to provide a comprehensive solution for nonprofits.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Marketing Cloud Overview

To load 45,000 records into Salesforce from a single flat file:

Data Loader: This tool is designed for bulk data import and export, handling large volumes of records efficiently. It supports complex data mappings and transformations required for importing donor, donation, and payment processing records.

Large Volume Handling: Data Loader can process up to millions of records, making it suitable for the task at hand.

Using Data Loader ensures that the records are imported accurately and efficiently, with the ability to handle data transformations as needed.

References:

Salesforce Data Loader Documentation

Salesforce Trailhead: Data Management Tools

Establishing a Center of Excellence (CoE) addresses the governance function of the application development lifecycle. A CoE provides leadership, best practices, and oversight to ensure consistent and effective use of Salesforce across the organization:

Governance: Ensures that there are clear policies, standards, and guidelines for managing and using Salesforce.

Best Practices: The CoE promotes best practices for development, deployment, and ongoing management of Salesforce applications.

By focusing on governance, a CoE helps maintain the integrity, quality, and strategic alignment of Salesforce initiatives within the nonprofit.

References:

Salesforce Governance Framework Documentation

Salesforce Trailhead: Center of Excellence

After migrating to a Nonprofit Success Pack (NPSP) Salesforce org, it's essential to ensure that all migrated Accounts are consistent with the chosen account model. The Data Quality Analysis Dashboard is a vital tool for this purpose.

Data Quality Analysis Dashboard:

This dashboard provides comprehensive insights into data quality across the org.

It helps identify inconsistencies, missing data, and discrepancies in Account records.

Steps to Ensure Consistency:

Run the Data Quality Analysis Dashboard:

Navigate to NPSP Settings and select the Data Quality Analysis Dashboard.

Review the results to identify any Accounts that do not conform to the expected account model.

Address Identified Issues:

Correct any identified discrepancies by updating the Account records to align with the chosen model (e.g., Household Account Model).

Regular Monitoring:

Schedule regular runs of the Data Quality Analysis Dashboard to maintain data integrity over time.

Benefits of Consistency:

Ensures accurate reporting and analytics.

Improves data integrity and usability across the organization.

Facilitates better donor and constituent management.

Complementary Tools:

While the Data Quality Analysis Dashboard is primary, tools like the NPSP Health Check Tool and Salesforce Optimizer can provide additional insights into overall org health and performance.

References:

CertGod Nonprofit Cloud Consultant study guide: "Run the Data Quality Analysis Dashboard"​​.

When the system administrator notices a scheduled skew job but does not remember scheduling it, the best course of action is to view the Setup Audit Trail. This will help determine the origin and purpose of the job. Here’s how to do it:

Navigate to Setup:

Click on the gear icon in the top right corner of Salesforce.

Select "Setup".

Access the Setup Audit Trail:

In the Quick Find box, type "Setup Audit Trail".

Click on "View Setup Audit Trail".

Review the Audit Trail:

The Setup Audit Trail logs changes made to your Salesforce configuration, including scheduled jobs.

Look for entries related to the creation or modification of scheduled jobs.

Identify who created the job, when it was created, and any additional details provided in the log.

Determine Next Steps:

Based on the information found in the audit trail, decide whether the job is necessary.

If the job is not needed, it can be deleted. If it is essential, ensure that it is documented and understood.

References:

Salesforce Documentation: Monitor Setup Changes

Salesforce Trailhead: Monitor Changes in Your Org

Enabling State and Country Picklists in Salesforce can improve data consistency and accuracy for address fields. However, there are specific considerations when using them with NPSP:

NPSP Data Import Object Doesn't Support State and Country Abbreviations in Picklist Form:

The NPSP Data Import object does not natively support state and country abbreviations in picklist form. This means that data imports using this object will require additional handling to map state and country values correctly.

Predefined State and Country Abbreviations on Address Records Must Be Used:

When using State and Country Picklists, predefined state and country abbreviations must be used. This ensures consistency and compatibility with Salesforce’s standard address fields.

If your current data uses different formats (e.g., full names or alternative abbreviations), you will need to standardize these before importing or entering data.

Consideration for Existing Data:

If enabling State and Country Picklists for the first time, review and clean existing data to match the picklist values.

Use data tools to update existing records with the correct state and country abbreviations to ensure smooth transition and consistency.

By understanding these considerations and preparing your data accordingly, you can successfully implement State and Country Picklists in NPSP.

References:

"State and Country/Territory Picklists Overview" from Salesforce Help: State and Country Picklists

"Managing Addresses in NPSP" from Salesforce Help: NPSP Address Management

To capture and analyze wealth scoring for donors in Salesforce, leveraging an AppExchange application is the most effective approach. These applications can provide comprehensive wealth data and insights to support donor cultivation efforts. Here’s how to do it:

Identify Suitable AppExchange Applications:

Search the Salesforce AppExchange for wealth screening and donor prospecting tools (e.g., WealthEngine, DonorSearch).

Install the Application:

Follow the installation instructions provided by the selected application.

Ensure necessary permissions and configurations are set up.

Configure Wealth Scoring:

Set up the application to pull in wealth data for your donor contacts.

Use the provided features to rank and score donors based on their wealth data.

Integrate with NPSP:

Ensure the wealth data integrates with your existing NPSP setup.

Create reports and dashboards to visualize and analyze donor wealth information.

References:

"WealthEngine for Salesforce" on AppExchange: WealthEngine

"DonorSearch for Salesforce" on AppExchange: DonorSearch

To handle duplicate cleanup in bulk for a nonprofit organization:

Third Party App from the AppExchange: There are several apps available on the Salesforce AppExchange specifically designed for bulk duplicate management and cleanup. These apps offer advanced features for identifying and merging duplicate contacts efficiently.

Ease of Use: These third-party apps provide user-friendly interfaces and automated processes to manage duplicates, making the cleanup process more efficient and less error-prone compared to manual methods.

Using a third-party app ensures a thorough and systematic approach to duplicate management.

References:

Salesforce AppExchange: Duplicate Management Apps

Salesforce Trailhead: Managing Duplicate Records in NPSP

To ensure that all child Opportunities contain the unique reference number from the Recurring Donation object and to prevent modifications after creation, follow these steps:

Create a Custom Text Field on the Opportunity Object:

Navigate to Setup.

In the Object Manager, select Opportunity.

Click on Fields & Relationships.

Create a new Text field (e.g., "Recurring Donation Reference Number").

Use NPSP Recurring Donation Custom Field Mappings:

Navigate to NPSP Settings.

Under "Donations", select "Recurring Donations".

Go to "Field Mappings".

Map the custom text field on the Recurring Donation object to the custom text field on the Opportunity object.

Ensure Field-Level Security:

Set the field-level security for the custom fields to ensure that they are only editable by the required profiles and read-only for others.

By following these steps, the unique reference number will be automatically populated and synchronized from the Recurring Donation object to all child Opportunities, and it will remain consistent for reconciliation purposes.

References:

Salesforce NPSP Documentation: Custom Field Mapping

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Settings

Install NPSP:

Ensure that NPSP is installed in your Salesforce instance. You can download it from the AppExchange or install it directly from the NPSP Installer page​​.

Configure Acknowledgement Settings:

Navigate to NPSP Settings.

Under “Donations,” find the “Acknowledgements” settings.

Configure the settings to define when and how acknowledgements should be sent.

Set Up Email Templates:

Go to Setup > Classic Email Templates.

Create a new email template or modify an existing one to suit your acknowledgment needs.

Ensure the template includes merge fields to personalize the emails with donor information.

Create Automation with Process Builder:

Use Process Builder to automate the sending of acknowledgment emails.

Create a new process on the Opportunity object.

Set criteria to trigger the process when a new donation is recorded.

Add an action to send an email using the previously created template.

Testing:

Test the process by creating a test donation record and verifying that the acknowledgment email is sent automatically.

Monitoring and Refinement:

Monitor the process to ensure it is working correctly.

Refine the email templates and automation rules based on feedback and evolving needs.

By utilizing the NPSP, nonprofits can streamline their donation acknowledgment process, ensuring timely and personalized communications with donors, ultimately enhancing donor satisfaction and retention.

When encountering an error at run time indicating that a record couldn't be updated during a Customizable Rollup operation, it is often due to validation rules on the target field that prevent the update.

Check the Target Field for Validation Rules:

Navigate to Setup > Object Manager.

Select the object that contains the target field.

Go to Fields & Relationships and find the target field.

Review any validation rules associated with this field to ensure they are not causing the update to fail.

Modify or Disable Validation Rules:

If a validation rule is causing the issue, consider modifying it to allow updates during the rollup operation.

Alternatively, temporarily disable the validation rule, perform the rollup operation, and then re-enable the validation rule.

Test the Rollup Operation:

After addressing any validation rules, rerun the Customizable Rollup operation to ensure that the error is resolved.

Monitor the operation to confirm that the updates are processed correctly without triggering validation errors.

By ensuring that validation rules on the target field do not interfere with the rollup operation, the consultant can resolve the error and ensure smooth data processing.

References:

CertGod Nonprofit Cloud Consultant Guide

To ensure that donors receive credit for new donations, the automatic Opportunity Contact Role hard credit value should be configured in NPSP Settings. Here’s how to do it:

Navigate to NPSP Settings:

Go to the App Launcher and search for "NPSP Settings".

Access Donations Settings:

Under NPSP Settings, select "Donations".

Click on "Opportunity Contact Roles".

Configure Default Contact Role:

Set the default Contact Role for Opportunities to ensure that the primary donor is automatically assigned the correct role.

This role typically is "Primary Donor" or "Donor".

Verify and Save:

Ensure that the configuration is correct and save the changes.

This setup ensures that when new donations are imported or entered, the primary donor receives the appropriate hard credit automatically, maintaining accurate donor credit records.

References:

Salesforce NPSP Documentation: Opportunity Contact Roles

Salesforce Trailhead: Manage Donations in NPSP

To track all donations that go to a specific, designated fund, the consultant should create a GAU Allocation record for the designated fund. Here’s how to set it up:

Create GAU Records:

Navigate to the App Launcher and search for "General Accounting Units".

Create a new GAU record for each designated fund.

Link Donations to GAUs:

When entering or importing donations (Opportunities), use the GAU Allocation section to allocate the donation amount to the relevant GAU.

Specify the amount or percentage of the donation that should be allocated to each GAU.

Set Up GAU Allocation:

In the Opportunity record, scroll to the GAU Allocations related list.

Click "New" to create a new GAU Allocation.

Select the appropriate GAU and enter the allocation amount.

Reporting on GAUs:

Create reports to track donations by GAU.

Use the GAU Allocation object in your report to filter and summarize donations by designated funds.

By using GAU Allocations, the nonprofit can effectively manage and report on restricted funds, ensuring that donations are tracked according to donor intent.

References:

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Manage General Accounting Units (GAUs)

Lightning Flow in Salesforce is a powerful declarative tool that allows users to automate business processes and create guided visual experiences. This tool is specifically designed for process automation and can help nonprofits streamline routine activities without requiring any coding knowledge. Here are the steps to use Lightning Flow for automating processes:

Access Lightning Flow Builder:

Navigate to Setup.

In the Quick Find box, type "Flows" and select "Flows" under Process Automation.

Create a New Flow:

Click "New Flow".

Choose the type of flow you want to create. For automating routine activities, "Screen Flow" or "Scheduled-Triggered Flow" might be appropriate.

Design the Flow:

Use the drag-and-drop interface to add elements like screens, decisions, assignments, and loops.

Configure each element to define the process logic.

Set Entry Conditions and Actions:

Define the trigger for the flow (e.g., record creation, updates, scheduled times).

Specify the actions to be taken (e.g., create/update records, send emails, call Apex classes).

Test the Flow:

Before activating the flow, use the Debug mode to test and ensure it works as expected.

Activate the Flow:

Once tested, activate the flow so it starts running based on the defined conditions.

References:

"Get Started with Automation Tools" from Salesforce Help: Salesforce Automation

"Salesforce Flow for Nonprofits" from Salesforce.org: Salesforce.org Guide

In the Nonprofit Success Pack (NPSP), managing various relationships such as siblings, deceased, and divorced spouses involves using the Relationship object. This object is specifically designed to track and manage the different types of personal relationships between Contacts.

Relationships in NPSP:

The Relationship object allows you to define and track various types of personal connections between Contacts.

This includes familial relationships such as siblings, as well as marital statuses such as deceased and divorced spouses.

Adding Relationships Manually:

Navigate to the Contact record where you want to add a relationship.

In the Relationships related list, click "New Relationship."

Fill out the necessary fields, including the Related Contact and the Relationship Type (e.g., Sibling, Deceased Spouse, Divorced Spouse).

Save the relationship record.

Why Manual Entry:

Manual entry ensures accuracy and allows customization for each specific relationship.

Automated or bulk processes might not accurately capture the nuances of each relationship type.

Use Cases:

For siblings, you would manually create a Relationship record linking the two sibling Contacts.

For deceased or divorced spouses, create a Relationship record and select the appropriate relationship type to reflect the status.

Benefits:

Provides a clear and structured way to manage complex personal relationships.

Enhances reporting and analysis of donor and constituent relationships.

References:

CertGod Nonprofit Cloud Consultant study guide: "Add them as Relationship entries manually"​​.

To efficiently enter and de-duplicate donor information received from a vendor's monthly spreadsheet, the NPSP Data Importer is the recommended tool. This tool helps in importing data and associating individuals with Opportunities and Campaigns while handling deduplication. Here’s how to do it:

Prepare the Spreadsheet:

Ensure the spreadsheet contains columns for donor information, donation amounts, and solicitation campaign details.

Access NPSP Data Importer:

Go to the App Launcher.

Search for and open "NPSP Data Importer".

Configure the Data Importer:

Map the columns in your spreadsheet to the corresponding fields in Salesforce, such as Contact, Opportunity, and Campaign fields.

Ensure the NPSP Data Importer settings are configured to check for duplicates based on criteria like email or name.

Upload the Spreadsheet:

Upload the prepared spreadsheet to the NPSP Data Importer.

Review and confirm the data mapping.

Run the Import:

Run the import process.

The Data Importer will create new records and update existing ones, associating Opportunities with Contacts and linking them to the appropriate Campaigns.

Verify and Clean Up:

Use the NPSP Contact Merge tool to handle any potential duplicates that might have been missed.

Verify that all data has been imported correctly.

References:

"NPSP Data Importer" from Salesforce Help: NPSP Data Importer

"Managing Duplicates with NPSP" from Salesforce.org: Managing Duplicates