Salesforce Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant New Questions

When a corporate matching gift is received and the original donor did not indicate that it was to be matched, the consultant should recommend using the "Find Matched Gifts" feature. This feature helps in identifying and linking the matching gift to the original donation:

Select Find Matched Gifts: This option is available within the Nonprofit Success Pack (NPSP) and is designed to help match donations.

Click on the Find More Gifts button: This button will allow the development associate to search for and match the original donation with the corporate matching gift.

This process ensures that all matched gifts are accurately recorded and credited appropriately.

When a nonprofit creates a custom Opportunity Name for all in-kind gifts, it is important to understand how this change impacts existing and new Opportunity records. The Refresh All Opportunity Names utility can be used to update the names of existing Opportunities to match the new naming convention. Additionally, the custom Opportunity Name Format will only apply to new Opportunities that match the specified record type.

Steps:

Update the Opportunity Name Format settings to reflect the new naming convention for in-kind gifts.

Use the Refresh All Opportunity Names utility to apply the new naming convention to existing Opportunities. This ensures consistency across all records.

Inform users that the new naming convention will only be automatically applied to new Opportunities created with the matching record type going forward.

Monitor the changes and verify that the updated names meet the nonprofit's requirements.

For a data migration involving tens of millions of records to NPSP over a weekend, the Bulk API is recommended due to its ability to handle large volumes of data efficiently:

Prepare Data for Migration:

Ensure all data is cleaned and formatted correctly for import into Salesforce.

Segment the data into manageable batches to optimize the migration process.

Use Bulk API for Migration:

The Bulk API is designed for loading large data sets and operates asynchronously, allowing for high performance.

Create a Bulk API job to import the data.

Upload data batches and monitor the job status to ensure successful data import.

Minimize System Downtime:

Schedule the data migration to occur during a weekend to reduce the impact on users and minimize system downtime.

Inform stakeholders about the migration schedule and expected downtime.

Verify Data Integrity:

After the migration, run data integrity checks to ensure that all records have been accurately imported.

Compare source data with the imported data in Salesforce to verify completeness.

Using the Bulk API will ensure that the large volume of data is migrated efficiently within the limited timeframe, minimizing disruption to the organization’s operations.

To meet the reporting requirements of a new grant that expects services to be segmented according to location, the nonprofit should use the Program Cohort object. The Program Cohort object allows tracking and reporting of services provided in specific locations, making it possible to generate detailed reports that meet funder requirements.

Steps:

Configure the Program Management Module to include the necessary fields for tracking service locations within the Program Cohort object.

Ensure that all relevant data is accurately entered into the Program Cohort records, including location details.

Create custom reports and dashboards that segment services based on the location data stored in the Program Cohort object.

Regularly review and update the data to ensure accurate and up-to-date reporting for the funder.