Nonprofit-Cloud-Consultant Exam Dumps : Salesforce Certified Nonprofit Cloud Consultant (NPC) NP-Con-102

This requirement involves two parts: a one-time transaction and an automated long-term "influence" tracking. In NPSP, this is best accomplished by using the Relationship object's advanced soft-credit capabilities.

Step-by-Step Implementation:

Define the Automated Soft Credit: The consultant should create a Relationship record between the Board Member and the Donor.

Set the Related Opportunity Contact Role: On this Relationship record, there is a field called Related Opportunity Contact Role. The consultant should select Soft Credit (or a custom role like "Solicitor").

The Automation Logic: By setting this field on the relationship, NPSP's trigger framework is instructed that every time a donation is created where the donor is the "Primary Contact," the person on the other end of the relationship should automatically be added to that donation as an Opportunity Contact Role with the specified soft 3credit role.45

Result: When the fundraiser creates the current donation, the board member is automatically soft-credited. For every future donation the do6nor makes, the system will continue to grant that soft credit automatically, satisfying th7e requirement to track all future gifts without manual intervention.

Why other options are incorrect:

Option A and D: These suggest adding the soft credit manually to the current donation. While this works for the current gift, it does not address the "any future donations" requirement, which would require the fundraiser to remember to do it every single time.

Option C: Partial Soft Credits are used for splitting gifts among multiple people (e.g., $50 to person A, $50 to person B). It is more complex than needed here and does not have the automated "future" triggering logic found in the Relationship-based soft credit model.

When performing complex integrations or troubleshooting why a field is missing in an older sandbox, a consultant needs a reliable reference for the NPSP metadata.

The NPSP Data Dictionary:

Historical Reference: The NPSP Data Dictionary is an official Salesforce resource (usually provided as a spreadsheet or a dedicated help article). It lists every object and field included in the managed package.

Version Tracking: Crucially, the Data Dictionary includes a column for "Introduced In" or "Package Version." This tells the consultant exactly which release of NPSP (e.g., 3.154) first included that specific field.

Object Mapping: It also provides the API names, descriptions, and help text for all NPSP-specific fields, making it the primary "source of truth" for mapping projects.

Why other options are incorrect:

Custom Field Definition (Option C): In the Salesforce Setup menu, the field detail page will show the "Installed Package" (Nonprofit Success Pack), but it does not tell you which version of that package introduced the field.

NPSP Package Details (Option A): This shows you the current version installed in the org, but not the historical release version for individual fields.

Schema Builder (Option D): This is a visual tool for seeing relationships between objects; it contains no versioning or historical metadata.

For organizations delivering personalized social services, the intake evaluation is the most critical touchpoint. To manage this efficiently, Salesforce Nonprofit Cloud utilizes Dynamic Assessments, a feature built upon the Discovery Framework and OmniStudio (specifically OmniScript).

Unlike a static form, a Dynamic Assessment allows a caseworker to navigate a "branching" path of questions. If a client answers "Yes" to a question about housing instability, the system can automatically trigger a sub-section of questions regarding shelter history. If they answer "No," those questions remain hidden, reducing "form fatigue" and ensuring the intake is as fast and relevant as possible.

Step-by-Step Implementation for the Consultant:

Define Assessment Questions: Using the Discovery Framework, the consultant creates a library of individual questions (e.g., "Do you have dependable transportation?"). These questions are modular and can be reused across different intake forms.

Build the OmniScript: The consultant uses the OmniScript Designer to arrange these questions. This is where the Conditional Logic is applied (e.g., "Set Element Visibility" based on prior answers).

Map to Objects: Through DataRaptors or Integration Procedures, the consultant ensures that the data captured during the assessment is automatically pushed into the correct Salesforce objects, such as Person Accounts, Case Proceedings, or Life Events.

Action Plan Integration: Often, the completion of a Dynamic Assessment is linked to an Action Plan, which might automatically generate a "Welcome Kit" task or a "Referral" based on the needs identified during intake.

By using Dynamic Assessments, the nonprofit ensures a standardized, compliant, and data-driven intake process that captures a 360-degree view of the client's assets and barriers to success without requiring the caseworker to navigate through irrelevant fields.