Pass Nonprofit-Cloud-Consultant Exam Guide

For a large nonprofit organization functioning like a for-profit corporation and needing to manage Leads and track its Opportunity pipeline:

Salesforce Account Model without NPSP: This model is suitable as it aligns with for-profit business processes, focusing on managing business accounts, leads, and opportunities. The Household Account Model in NPSP is more suited for organizations managing individual donors, which is not applicable here.

Using the standard Salesforce Account Model allows the organization to leverage Salesforce’s CRM capabilities tailored for B2B interactions.

To allow a fundraiser to easily track and update her gift asks for donation solicitations, using Path is a suitable solution in Salesforce. Here’s how to configure and use Path for this requirement:

Enable Path:

Navigate to Setup and type "Path" in the Quick Find box.

Click on Path Settings and enable Path if it is not already enabled.

Create a Path:

Click New Path and follow the steps to create a new Path.

Select the Opportunity object since you want to track donation solicitations.

Define the stages of your solicitation process (e.g., Identification, Cultivation, Solicitation, Stewardship).

Configure Key Fields and Guidance:

For each stage, specify key fields that the fundraiser should complete.

Add guidance for success to provide tips and best practices for each stage.

Assign the Path to a Record Type:

If using record types, ensure the Path is assigned to the correct record type for your donation solicitations.

Use Path:

On the Opportunity record page, the fundraiser can now see the Path at the top of the record.

She can track her progress, update fields, and follow the guidance provided at each stage.

Using Path helps the fundraiser to visualize the stages of the solicitation process, ensuring she can track and update gift asks effectively.

Salesforce Path Documentation: Path in Salesforce.

Enabling State and Country Picklists in Salesforce can improve data consistency and accuracy for address fields. However, there are specific considerations when using them with NPSP:

NPSP Data Import Object Doesn't Support State and Country Abbreviations in Picklist Form:

The NPSP Data Import object does not natively support state and country abbreviations in picklist form. This means that data imports using this object will require additional handling to map state and country values correctly.

Predefined State and Country Abbreviations on Address Records Must Be Used:

When using State and Country Picklists, predefined state and country abbreviations must be used. This ensures consistency and compatibility with Salesforce’s standard address fields.

If your current data uses different formats (e.g., full names or alternative abbreviations), you will need to standardize these before importing or entering data.

Consideration for Existing Data:

If enabling State and Country Picklists for the first time, review and clean existing data to match the picklist values.

Use data tools to update existing records with the correct state and country abbreviations to ensure smooth transition and consistency.

By understanding these considerations and preparing your data accordingly, you can successfully implement State and Country Picklists in NPSP.

"State and Country/Territory Picklists Overview" from Salesforce Help: State and Country Picklists

"Managing Addresses in NPSP" from Salesforce Help: NPSP Address Management

To address the VP of development's needs:

Review Existing Dashboard: Start by reviewing the existing components on the NPSP Development Forecasting dashboard. This provides a high-level view of the current giving pipeline.

Create Additional Reports: Develop new reports to track program metrics and compare them to donor histories. These new reports should capture the necessary program data.

Edit Dashboard: Modify the existing dashboard to include the new components that reflect the additional program data and metrics.

This approach leverages the existing infrastructure and enhances it to meet the organization's specific needs.