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A nonprofit customer wants to have the status for a Campaign Member on a fundraising campaign automatically update when a donation is received from that Contact.
What should the consultant recommend?
To ensure that the status for a Campaign Member on a fundraising campaign is automatically updated when a donation is received from that Contact, the Automatic Campaign Member Management feature in NPSP can be used. Here's how to enable and configure it:
Navigate to NPSP Settings:
Go to Setup.
In the Quick Find box, type 'NPSP Settings' and select it.
Enable Automatic Campaign Member Management:
In the NPSP Settings, navigate to 'Donations'.
Find the 'Automatic Campaign Member Management' section.
Enable this feature by checking the corresponding box.
Configure the Settings:
Define the criteria for when and how Campaign Member statuses should be updated. For example, you can specify that the status should change to 'Responded' when a donation is received.
Save Settings:
Save the changes to activate the automatic updates.
This setup ensures that Campaign Member statuses are updated automatically based on the criteria defined, reducing manual effort and improving accuracy.
'Automatic Campaign Member Management' from Salesforce Help: Automatic Campaign Member Management
'NPSP Settings Overview' from Salesforce.org: NPSP Settings
A nonprofit wants to run an enrollment report for its education classes.
Which Program Management Module object should the consultant use to build the report?
To run an enrollment report for education classes in Salesforce using the Program Management Module (PMM), the 'Program Engagement' object is the most appropriate. Here are the steps to create such a report:
Understand Program Engagements:
Program Engagements track the relationship between a participant (Contact) and the program (Program) they are enrolled in. This object captures key details like enrollment status, start and end dates, and related services.
Create a Custom Report Type:
Navigate to Setup > Report Types.
Click 'New Custom Report Type.'
Select 'Program Engagement' as the primary object.
Define the relationships with related objects such as Contacts and Programs.
Build the Enrollment Report:
Go to the Reports tab and click 'New Report.'
Select the custom report type you just created.
Add relevant fields such as Participant Name (Contact), Program Name, Enrollment Status, Start Date, and End Date.
Apply filters to narrow down the report to specific classes or time periods as needed.
Customize and Save the Report:
Group the report by Program Name or Participant Name to get a clear view of enrollments.
Add summary fields to count enrollments or calculate averages if needed.
Save and run the report to view the enrollment data.
Salesforce Program Management Module Documentation: Detailed instructions on setting up and using PMM for managing programs and engagements. Salesforce PMM Documentation.
An employee has been terminated at a nonprofit. The nonprofit's system admin immediately disabled the former employee as a Salesforce user but is concerned the employee may have exported exposed login credentials to multiple external systems before departing.
Which feature should the consultant recommend to protect this data In the future?
To protect data and secure login credentials for external systems, the consultant should recommend using Named Credentials. Named Credentials simplify the management of authentication for external systems by storing login credentials securely within Salesforce. This approach reduces the risk of exposed credentials and ensures that data remains protected even if an employee is terminated.
Steps:
Configure Named Credentials in Salesforce for each external system.
Store the authentication details securely within Salesforce.
Use Named Credentials in Apex code and integrations to access external systems.
Regularly review and update Named Credentials as needed to maintain security.
CertGod Nonprofit Cloud Consultant Guide: Discusses the use of Named Credentials for securing access to external systems.
Salesforce Documentation on Named Credentials: Provides setup and usage instructions.
A consultant is working on a data migration to NPSP that includes tens of millions of records across many objects. The migration needs to take place over a weekend to minimize system downtime.
What should the consultant recommend?
For a data migration involving tens of millions of records to NPSP over a weekend, the Bulk API is recommended due to its ability to handle large volumes of data efficiently:
Prepare Data for Migration:
Ensure all data is cleaned and formatted correctly for import into Salesforce.
Segment the data into manageable batches to optimize the migration process.
Use Bulk API for Migration:
The Bulk API is designed for loading large data sets and operates asynchronously, allowing for high performance.
Create a Bulk API job to import the data.
Upload data batches and monitor the job status to ensure successful data import.
Minimize System Downtime:
Schedule the data migration to occur during a weekend to reduce the impact on users and minimize system downtime.
Inform stakeholders about the migration schedule and expected downtime.
Verify Data Integrity:
After the migration, run data integrity checks to ensure that all records have been accurately imported.
Compare source data with the imported data in Salesforce to verify completeness.
Using the Bulk API will ensure that the large volume of data is migrated efficiently within the limited timeframe, minimizing disruption to the organization's operations.
Salesforce documentation on using the Bulk API for data migration
CertGod Nonprofit Cloud Consultant guide
Which two actions should a consultant take before importing a large volume of data into an NPSP org?
Before importing a large volume of data into an NPSP org, it's crucial to ensure data quality and optimize performance. Here are the steps:
Check if the Data is Clean, Structured, and in its Final Format:
Review the data to ensure it is free of duplicates, correctly formatted, and complete.
Clean data before importing to avoid data quality issues.
Disable Certain Apex Classes Using TDTM:
Navigate to NPSP Settings in Salesforce.
Under 'Settings', find 'TDTM (Table Driven Trigger Management)'.
Temporarily disable non-essential Apex classes that might interfere with the data import process. This helps improve the import performance and reduces the risk of errors.
By following these steps, you can ensure that the data import process is smooth and that the imported data maintains high quality.
'Preparing for Data Import in NPSP' from Salesforce Help: Data Import Preparation
'Managing TDTM in NPSP' from Salesforce.org: TDTM Management
