Nonprofit-Cloud-Consultant Premium Exam Questions

When a staff member receives an error while attempting to merge duplicate contacts, it is often due to insufficient permissions. Creating a Permission Set with "Modify All" on Contacts and Accounts and assigning it to the staff member will grant the necessary permissions to perform merges. This Permission Set will override the default profile permissions and provide the required access to manage and merge contacts.

Steps:

Go to Setup > Permission Sets.

Click "New" to create a new Permission Set.

Name the Permission Set appropriately (e.g., "Contact Merge Permissions").

In the Permission Set, navigate to Object Settings.

Select Contacts and Accounts.

Check the "Modify All" checkbox for both objects.

Save the Permission Set.

Assign the Permission Set to the staff member by navigating to the user's profile and adding the Permission Set.

When donation totals on donor records are not showing correctly in NPSP, one common issue is that the Customizable Rollups might be configured incorrectly. Specifically, it's crucial to verify that the correct target custom field is chosen for the rollup calculations.

Steps to Troubleshoot:

Check Customizable Rollups Settings:

Navigate to NPSP Settings -> Donations -> Customizable Rollups.

Review the rollup configurations to ensure that the correct fields are selected as targets for the rollup calculations.

Verify Target Fields:

Confirm that the fields where the totals should appear are correctly mapped in the rollup settings.

Ensure there are no discrepancies or misconfigurations that might cause incorrect calculations.

Review Opportunity Primary Contact:

While the primary contact verification is less likely to affect donation totals directly, it’s good practice to check that the opportunities are correctly associated with the primary contacts.

To search for nonprofit user groups in a particular region or state, an admin should use the Trailblazer Community:

Access Trailblazer Community:

Go to the Trailblazer Community website: trailblazer.salesforce.com.

Search for User Groups:

Use the search functionality to look for user groups. You can enter keywords related to your region, state, or specific interests such as "nonprofit user groups."

You can also filter search results by location to find groups relevant to your area.

Join Relevant Groups:

Review the list of user groups and join the ones that are most relevant to your needs.

Engaging with these groups allows you to connect with other nonprofit Salesforce users, share best practices, and stay informed about local events and meetups.

The Trailblazer Community is a valuable resource for finding and connecting with regional nonprofit user groups.

To collect information online about new volunteers, including names, contact details, skill sets, and availability, and create a report with this information, the following solutions are recommended:

Collect Contact Information During Job Sign Up:

Use the Job Listings feature in Volunteers for Salesforce to capture volunteer information during the job sign-up process.

Ensure that the sign-up form includes fields for contact details, skill sets, and availability.

Steps to Set Up Job Listings:

Navigate to the Volunteers for Salesforce setup.

Configure job listings and ensure the sign-up forms capture all necessary information.

Add the Volunteer Sign Up Form to the Nonprofit's Website:

Create a Volunteer Sign Up form and embed it on the nonprofit’s website.

Use the Volunteers for Salesforce Web-to-Volunteer feature to automatically capture and create records in Salesforce.

Steps to Set Up Web-to-Volunteer:

Go to Volunteers for Salesforce settings.

Set up the Web-to-Volunteer form with the required fields.

Embed the form on the nonprofit’s website.

These methods ensure that all relevant volunteer information is captured and stored in Salesforce, allowing for easy reporting and management.