A nonprofit uses Salesforce for fundraising and managing its educational programs. Its membership data is stored in a proprietary membership management system. The nonprofit wants real-time insights into whether its donors are members, their renewal dates, and other related data points. The membership data only needs to be viewed.
What should a consultant recommend to meet the requirement?
To provide real-time insights into membership data stored in a proprietary system, the nonprofit should use Salesforce Connect to store this information in External Objects:
Salesforce Connect:
Salesforce Connect allows Salesforce to integrate with external data sources in real-time without the need to import the data into Salesforce.
It uses External Objects to represent the data from the external system, making it accessible within Salesforce like any other object.
Implementing Salesforce Connect:
Set up an external data source connection in Salesforce to the proprietary membership management system.
Define External Objects for the membership data, such as member status, renewal dates, and other relevant data points.
Create relationships between External Objects and standard Salesforce objects (e.g., Contacts, Accounts) to link donor and membership information.
Real-Time Insights:
Use reports and dashboards to display membership data alongside fundraising and program data.
Ensure that membership data is updated in real-time, providing accurate and timely insights.
By utilizing Salesforce Connect and External Objects, the nonprofit can achieve real-time visibility into its membership data without duplicating data storage.
Salesforce Connect Documentation
Trailhead Module: Integrate with External Data Sources Using Salesforce Connect
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 consultant wants to test out new Nonprofit Cloud features coming out in the upcoming Salesforce release in their customs..
Which action must the consultant take to do this?
To test new Nonprofit Cloud features coming out in the upcoming Salesforce release, follow these steps:
Identify the Sandbox Preview Period:
Salesforce announces preview periods before major releases. Check the Salesforce release calendar for the dates.
Refresh a Preview Instance Sandbox:
During the sandbox preview period, refresh one of your sandboxes. Ensure that you refresh an existing sandbox that is on a preview instance, or create a new sandbox if needed.
Verify the Sandbox Instance:
Make sure your sandbox is on a preview instance. Salesforce typically migrates sandboxes to preview instances for testing new features.
Test New Features:
Once the sandbox is refreshed, you can start testing the new Nonprofit Cloud features that will be included in the upcoming release.
Use the Release Notes and documentation provided by Salesforce to guide your testing.
This process allows you to evaluate new features before they are available in your production environment, ensuring a smooth transition and allowing time to address any potential issues.
Salesforce Sandbox Preview Guide: Sandbox Preview Instructions.
A nonprofit is getting ready to go live with its Nonprofit Cloud implementation.
Which two sandbox configuration options can the consultant create to ensure effective user acceptance testing and training?
Choose 2 answers
To ensure effective user acceptance testing and training before going live with its Nonprofit Cloud implementation, a nonprofit can use the following sandbox configuration options:
Partial Data Sandbox:
This sandbox type includes a subset of the production data, which is useful for testing with realistic data without the need for a full copy of the production environment. It provides a balance between data availability and cost.
Full Data Sandbox:
This sandbox is a complete copy of the production environment, including all data and metadata. It is ideal for thorough testing and training, as it replicates the production environment exactly. This ensures that users are trained on an environment that mirrors the live system.
A nonprofit has a large volume of data across multiple objects in Salesforce and external databases. The nonprofit needs to quickly query data across its systems to get insights on any device about the impact it is having.
Which solution should the consultant recommend?
To quickly query data across multiple systems and get insights on any device about the impact the nonprofit is having, the consultant should recommend:
CRM Analytics (formerly known as Tableau CRM or Einstein Analytics):
CRM Analytics allows for advanced data analysis, visualization, and reporting. It can integrate data from multiple Salesforce objects and external sources, providing comprehensive insights across systems. It is designed to work seamlessly on various devices, ensuring accessibility and usability.
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