A consultant is assisting a nonprofit in its data integration and mapping between two systems. The consultant is unsure when a particular field was added to NPSP.
Where can the consultant find the NPSP version number for the field in question?
https://powerofus.force.com/s/article/NPSP-Which-Version-Am-I-Using
When a consultant is unsure when a particular field was added to NPSP, they can find the NPSP version number for the field in the NPSP Data Dictionary. Here's why:
NPSP Data Dictionary:
The NPSP Data Dictionary provides comprehensive details about all fields, objects, and components within the NPSP package.
It includes information on when fields were introduced, their data types, descriptions, and related objects, making it the best resource for tracking the history of specific fields.
Salesforce NPSP Data Dictionary Documentation
Salesforce Nonprofit Success Pack Release Notes
A nonprofit using NPSP manages scholarship funds for students. A donor indicates they want to split their gift between two scholarship funds.
Which solution should the consultant recommend to meet the requirement?
When a donor wants to split their gift between two scholarship funds, the consultant should recommend using GAU Allocations:
GAU Allocations:
General Accounting Unit (GAU) Allocations in NPSP (Nonprofit Success Pack) allow for the distribution of a single donation across multiple funds or purposes. This feature supports detailed tracking and reporting on how donations are allocated.
A nonprofit is implementing Accounting Subledger and wants to know how the data from Salesforce would be transferred to its accounting system.
Which three methods are possible?
Choose 3 answers
To transfer data from Salesforce to an accounting system using Accounting Subledger, nonprofits can use several methods. Here are three possible methods:
Integrate Salesforce with the Accounting System Using Middleware:
Middleware can act as a bridge between Salesforce and the accounting system, facilitating data transfer.
Tools like MuleSoft, Jitterbit, or Dell Boomi can be used to create integrations that sync data between Salesforce and the accounting system.
This method ensures real-time or near-real-time data synchronization, reducing manual data handling.
Export Data via Salesforce Reports to Upload to the Accounting System:
Salesforce allows the creation of detailed reports which can be exported in various formats (e.g., CSV, Excel).
These reports can be manually uploaded to the accounting system.
This method is suitable for organizations with fewer transactions or where real-time integration is not critical.
Develop a Custom Integration Solution:
For organizations with specific needs that are not met by standard middleware solutions, a custom integration can be developed.
This involves using Salesforce APIs (REST or SOAP) to programmatically extract data from Salesforce and load it into the accounting system.
Custom integrations provide flexibility but require more technical expertise and maintenance.
Salesforce Integration Patterns and Best Practices: Salesforce Integration Guide.
A nonprofit wants to predict the likelihood of a contact recurring donor.
What should the consultant recommend to meet
To predict the likelihood of a contact becoming a recurring donor, the consultant should implement Einstein for Nonprofits. Here's how:
Enable Einstein for Nonprofits:
Ensure that Einstein Analytics and Discovery are enabled in the Salesforce org.
Navigate to the Einstein for Nonprofits setup and configure the necessary settings.
Configure Prediction Models:
Use Einstein Prediction Builder to create a custom prediction model.
Define the criteria and data points that indicate a high likelihood of recurring donations, such as past donation behavior, engagement levels, and demographic information.
Train and Deploy the Model:
Train the prediction model using historical data.
Deploy the model to start predicting which contacts are likely to become recurring donors.
Utilize Predictions in Fundraising Strategies:
Fundraisers can use the predictions to prioritize outreach and engagement efforts.
Customize communication and engagement plans for high-potential recurring donors.
Einstein for Nonprofits leverages AI and machine learning to provide insights and predictive analytics, helping nonprofits make data-driven decisions to enhance donor engagement and fundraising efforts.
Salesforce Einstein for Nonprofits: Einstein for Nonprofits.
Salesforce Einstein Prediction Builder Guide: Prediction Builder.
A nonprofit using Salesforce configured with Person Accounts has recently installed NPSP into its org.
Which two configurations should a consultant set to ensure that Person Accounts and NPSP can coexist?
Choose 2 answers
To ensure that Person Accounts and NPSP can coexist within the same Salesforce org, follow these configurations:
Different Household Record Type in NPSP Settings:
Navigate to NPSP Settings.
Ensure that the Household record type specified in NPSP settings is different from the Person Account record type.
This prevents conflicts and ensures that NPSP correctly distinguishes between Household Accounts and Person Accounts.
Default Record Type for Profiles of Users Converting Leads:
Go to Setup > Profiles.
Ensure that the default record type for any profiles of users who convert leads is not set to the Person Account record type.
This ensures that when leads are converted, they do not automatically become Person Accounts, which could disrupt the NPSP data model.
By following these configurations, the nonprofit can effectively manage both Person Accounts and NPSP functionalities within the same Salesforce environment.
Salesforce NPSP Documentation: NPSP Configuration.
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