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The executive director at a nonprofit needs to understand the overall summary of individuals engaged with the organization across multiple channels, including donations, volunteer shifts, and event attendance. What can the consultant deliver to help them achieve this summary by channel?
To help the executive director understand the overall summary of individuals engaged with the organization across multiple channels, creating a Campaign Hierarchy is the most effective solution. Here's how to do it:
Create Campaigns for Each Channel:
Navigate to the Campaigns tab.
Create separate Campaigns for donations, volunteer shifts, and event attendance.
Use meaningful names to easily identify the Campaigns.
Build the Campaign Hierarchy:
Within each Campaign, specify a parent Campaign if applicable to create a hierarchy.
For example, an overarching 'Engagement 2024' Campaign can have child Campaigns for donations, volunteer shifts, and events.
Associate Campaign Members:
Add relevant individuals to each Campaign as Campaign Members.
Ensure that each Campaign Member record reflects the individual's engagement in that specific channel.
Reporting on Campaign Hierarchy:
Create reports to summarize engagement across the Campaign hierarchy.
Use filters and grouping to display the number of people associated with each type of engagement by channel.
This approach provides a clear and organized view of individual engagement across various activities, making it easy to track and report on overall engagement.
Salesforce NPSP Documentation: Campaign Management
Salesforce Trailhead: Nonprofit Success Pack (NPSP) Campaigns
A nonprofit organization created a custom Opportunity name for all organization donations.
Which two considerations should the consultant discuss with the organization? Choose 2 answers
When a nonprofit organization creates a custom Opportunity name for all organization donations, the consultant should discuss the following considerations:
Using the 'Refresh Name' Action (B):
The organization should use the 'Refresh Name' action to change existing Opportunities to the new naming convention. This action ensures that the custom naming convention is applied correctly.
Navigate to the Opportunity record.
Click on the 'Refresh Name' button to update the Opportunity name according to the new naming convention.
Using the 'Refresh All Opportunity Names' Button in Bulk Data Processes (C):
For bulk updates, the organization should use the 'Refresh All Opportunity Names' button available in Bulk Data Processes.
Go to NPSP Settings.
Under Bulk Data Processes, find the 'Refresh All Opportunity Names' button.
Click on it to update all existing Opportunities to the new naming convention in bulk.
These methods ensure that the custom naming convention is applied consistently across all existing Opportunity records, maintaining data integrity and consistency within the Salesforce org.
A nonprofit needs more insight into why some corporate sponsorships are closing and why others are lost. They want to evaluate information including pipeline value, number of opportunities. Pardot score, win/lost percentage, stage value, and a table of opportunities. The system admin wants to deploy a solution quickly.
Which solution should a consultant recommend?
To quickly deploy a solution that provides insights into corporate sponsorships, including pipeline value, number of opportunities, Pardot score, win/loss percentage, stage value, and a table of opportunities, the consultant should recommend B28 Marketing Analytics. Here's why:
B28 Marketing Analytics:
This analytics solution is designed to provide deep insights into marketing performance, including detailed views of pipeline metrics and opportunity analysis.
It integrates with Salesforce and Pardot, offering out-of-the-box dashboards and reports that can be quickly deployed.
The tool enables the nonprofit to gain actionable insights into why certain sponsorships are closing or being lost, facilitating data-driven decision-making.
Salesforce B28 Marketing Analytics Documentation
Salesforce Pardot Integration Guide
A nonprofit wants its supporters to send advocacy messages to elected officials and then record which supporters sent the messages.
Which two solutions should the consultant recommend to meet the requirement?
Choose 2 answers
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.
Salesforce AppExchange: Advocacy Platforms
Nonprofit Success Pack (NPSP) Documentation: Managing Campaigns and Campaign Members
A consultant is using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household.
Which manual action will the consultant need to take after the Conversion Utility tool runs successfully?
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.
Salesforce NPSP Documentation: Convert One-to-One Accounts to Household Accounts
