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Salesforce Nonprofit-Cloud-Consultant: Salesforce Certified Nonprofit Cloud Consultant Exam braindumps PDF & Testking echter Test
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Salesforce Certified Nonprofit Cloud Consultant Exam Nonprofit-Cloud-Consultant Prüfungsfragen mit Lösungen (Q219-Q224):
219. Frage
A local community center provides health care services to eligible local residents. Staff currently triage patients through of a series of qualifying questions that drive additional qualification questions. The center wants to extend triage capabilities to its volunteers to determine whether residents qualify for services. Service decisions need to be made immediately while the patient is interacting with the staff or volunteer.
Which solution should the consultant recommend?
- A. Use Case records, Validation Rules and Process Builder to post case details to the central volunteer Chatter Group so all volunteers can collaborate on eligible services.
- B. Use a Workflow Rule with Field Updates and Case Assignment Rules to triage and assign the case to the proper services queue.
- C. Use a Standard Lightning Component to displaying custom fields from several objects and generate a services decision.
- D. Create a Flow to guide volunteers on triage screens, capture accurate data and generate a services decision.
Antwort: D
Begründung:
Salesforce Flows are ideal for guiding users through step-by-step processes, making them a perfect solution for triaging patients. By creating a flow, the nonprofit can ensure volunteers follow a consistent process, capture accurate data, and make immediate service decisions. Here's how to set this up:
Design the Flow:
Open Flow Builder from Setup.
Create a new Screen Flow.
Add Screens and Inputs:
Add screens with input fields for the qualifying questions.
Use Decision elements to branch the flow based on the answers provided.
Capture Data:
Use Assignment elements to store input data in variables.
Save data to Salesforce records as needed (e.g., Case or Custom Object records).
Generate Decision Outcomes:
Based on the data captured, use Decision elements to determine eligibility.
Display the outcome on a final screen or update a record with the decision.
Test and Deploy:
Test the flow thoroughly in Sandbox.
Deploy the flow to production and embed it in the relevant Lightning pages.
Reference:
"Create a Simple Flow" from Salesforce Help: Create a Flow
"Guided Processes for Nonprofits" from Salesforce.org: Salesforce Flow for Nonprofits
220. Frage
A large non-profit organization needs to keep track of a vast network of donors in NPSP. The donors have their own complex relationships, where they may be related to many different Accounts. Which Salesforce object does Saleforce.org recommend using to address this complexity?
- A. Organization Accounts
- B. Relationships
- C. Contact (associated to Multiple Accounts)
- D. Affiliations
- E. Connections
Antwort: D
221. Frage
A large non-profit organization needs to keep track of a vast network of donors in NPSP. The donors have their own complex relationships, where they may be related to many different Accounts. Which Salesforce object does Saleforce.org recommend using to address this complexity?
- A. Organization Accounts
- B. Relationships
- C. Contact (associated to Multiple Accounts)
- D. Affiliations
- E. Connections
Antwort: D
Begründung:
Salesforce.org recommends using the Affiliations object to address the complexity of tracking donors who have relationships with many different Accounts. The Affiliations object is designed to manage and represent the various roles and relationships that a Contact can have with multiple Accounts. This is especially useful for non-profit organizations that need to track complex and multifaceted relationships between donors and organizations.
Understanding Affiliations in NPSP:
Affiliations are used to track the various roles a Contact has with different Accounts.
Each Affiliation record links a Contact to an Account, along with a Role and a Status.
This allows organizations to manage and report on the different ways Contacts are connected to multiple Accounts.
Setting Up Affiliations:
In NPSP (Nonprofit Success Pack), navigate to the App Launcher and select "NPSP Settings." Under the Affiliations section, you can configure different settings related to Affiliations, such as default role values and Affiliation mappings.
Creating and Managing Affiliations:
When creating a new Contact or updating an existing one, you can add Affiliation records to link the Contact to various Accounts.
Navigate to the Contact's detail page, and in the Affiliations related list, click "New Affiliation." Fill out the required fields such as Account, Role, and Status, then save the record.
Using Affiliations for Reporting:
Affiliations can be included in reports to analyze the relationships Contacts have with multiple Accounts.
For example, you can create a report to show all Contacts and their respective roles in various organizations, which helps in understanding the network and influence of donors.
Benefits of Using Affiliations:
It provides a structured way to manage complex donor relationships.
Enhances reporting capabilities by allowing detailed analysis of donor connections.
Improves data accuracy by avoiding duplicate records and ensuring each Contact's relationships are properly tracked.
Reference:
CertGod Nonprofit Cloud Consultant study guide: "Which Salesforce object does Saleforce.org recommend using to address this complexity?" Salesforce Nonprofit Success Pack documentation on Affiliations: "Manage and represent the various roles and relationships that a Contact can have with multiple Accounts."
222. Frage
A local charity receives its income from recurring payments, The Recurring Donation object is used and contains a unique and manually entered reference number. This reference number should not be modified after creation. The finance department has requested that all child Opportunities also contain this unique reference number to make it easier to reconcile payments. How can the consultant achieve this?
- A. Create a custom field on the Opportunity object and deploy a trigger to update all child Opportunity records.
- B. Create a custom text field on the Opportunity object and use NPSP Recurring Donation Custom Field Mappings
- C. Create a text formula field on the Opportunity object and use Process Builder to update all child Opportunities
- D. Create a custom text field on the Recurring Donation object and use NPSP Recurring Donation Custom Field Mappings
Antwort: D
223. Frage
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?
- A. Insights Platform Data Integrity
- B. B28 Marketing Analytics
- C. NPSP Advanced Mapping
- D. Salesforce Reports
Antwort: B
Begründung:
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.
Reference:
Salesforce B28 Marketing Analytics Documentation
Salesforce Pardot Integration Guide
224. Frage
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