Salesforce Nonprofit-Cloud-Consultant Dumps Questions Answers

To correctly upload donors' employment information into the NPSP Affiliations object, the data should be imported in a specific order. Here’s how to do it:

Insert Organization Accounts:

Start by inserting records for the employers (Organization Accounts).

Ensure each employer has a unique Account ID.

Insert Contact Records:

Next, insert the Contact records for the donors.

Make sure each Contact record has a unique Contact ID and is associated with the correct Account (if applicable).

Insert Affiliation Records:

Finally, insert Affiliation records to link the Contacts to their respective Organization Accounts (employers).

Include fields like Contact ID, Account ID (employer), and other relevant details such as role and status.

By following this order, you ensure that all necessary data relationships are correctly established in Salesforce.

"Managing Affiliations in NPSP" from Salesforce Help: Affiliations

"Data Import Best Practices" from Salesforce.org: Data Import

When a nonprofit organization is informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists, the appropriate action is to select the "Deceased" field on the donor's contact record. Here’s how to do it:

Navigate to the Contact Record:

Go to the Contacts tab in Salesforce.

Search for the donor’s contact record and open it.

Select the Deceased Field:

Locate the "Deceased" checkbox on the contact record.

Check the box to mark the contact as deceased.

Additional Actions:

Ensure that any automated processes or workflows related to email and mailing lists exclude contacts marked as deceased.

Update any relevant lists or segments to remove the deceased donor from future communications.

Implications of Marking a Contact as Deceased:

The contact will no longer be included in email or direct mail campaigns.

The contact record is retained in Salesforce for historical and reporting purposes, preserving donation history and other relevant information.

Salesforce NPSP Documentation: Managing Contact Records

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

To provide each affiliate and the national nonprofit the ability to see only its own donor data in a single Salesforce org, the consultant should use Criteria-based Sharing. Here's why:

Criteria-based Sharing:

This feature allows for defining sharing rules based on specific criteria, such as record ownership or certain field values.

By setting up criteria-based sharing rules, each affiliate and the national nonprofit can be restricted to viewing only the records that meet the specified criteria, such as records tagged with their specific region or affiliate identifier.

Salesforce Sharing and Visibility Guide

Salesforce Criteria-based Sharing Rules Documentation