Salesforce Nonprofit-Cloud-Consultant Dumps Questions Answers

To meet this requirement, a consultant should leverage Dynamic Lightning Pages, specifically using Component Visibility Filters. This allows for a declarative solution that does not require multiple page layouts or custom code.

Step-by-Step Implementation:

Edit the Page: Navigate to an Opportunity record and select Edit Page from the Setup (gear) icon to open the Lightning App Builder.

Add the Component: Drag the Related List - Single component onto the page layout.

Configure the Component: In the component properties sidebar, set the Related List to "Engagement Plans."

Set Visibility Filter: Scroll down to the Set Component Visibility section and click + Add Filter.

Define Criteria: * Field: Amount

Operator: Greater Than

Value: 10,000

Save and Activate: Save the page. When "All Users" (per the requirement) view an Opportunity, the Engagement Plan related list will simply be invisible if the amount is $10,000 or less. If it is $10,001 or more, the component will appear.

Why other options are incorrect:

Option A: Assigning the page only to the development director's profile violates the requirement that "all users" should see it when the criteria is met.

Option B: This is an overly complex and disjointed user experience that doesn't actually filter the view based on the specific Opportunity's amount.

Option C: A custom component is unnecessary "Technical Debt" since standard functionality meets the requirement perfectly.

Accounting Subledger (ASL) is designed to bridge the gap between Fundraising (Salesforce) and Finance (General Ledger). It uses a "Stage to State" mapping to determine when a fundraising record is ready to be processed as an accounting transaction.

In the Starter Edition of ASL, the system looks for specific "States" to trigger record creation:

Committed: This state indicates that a donor has made a formal promise to give (a Pledge), but the cash has not necessarily been received yet. In accounting terms, this creates an Accounts Receivable entry.

Finalized: This state usually indicates that the cash has been received and the transaction is closed.

The Solution for Pledges:

To meet the requirement of exporting pledges "when they are booked," the consultant must map the organization's "Pledged" Opportunity stage to the Committed Accounting State.

Step-by-Step Configuration:

Navigate to Accounting Subledger Settings.

Go to Stage to State Mapping.

Locate the Pledged stage (or whatever custom stage the nonprofit uses for booked pledges).

Map this stage to Committed.

Save the settings and run the subledger job.

Once this mapping is in place, as soon as an Opportunity is moved to the "Pledged" stage, ASL will generate Ledger Entries that reflect the revenue as "Committed." These entries can then be exported to the external financial system to record the expected income on the organization's books.

Donor cultivation and stewardship are the core pillars of a nonprofit's fundraising strategy. In the modern Nonprofit Cloud (NPC), Salesforce provides a unified platform to manage the entire donor lifecycle—from the initial "prospect" phase to long-term "stewardship."

The Stewardship Framework in NPC:

Tracking Interactions: Salesforce allows development officers to log every "touchpoint" with a donor. Using the Interaction and Interaction Summary objects, staff can record detailed notes from discovery calls, coffee meetings, or site visits. This historical record ensures that as staff change, the relationship with the donor remains consistent and informed.

Campaign Management: Cultivation often begins with targeted outreach. NPC uses the Campaign object and Outreach Source Codes to segment donors based on their interests (tracked via Interest Tags) and engage them with specific appeals. By tracking which campaigns a donor responds to, the organization can tailor future communications to the donor's proven interests.

Gift Logging and Recognition: Stewardship relies on timely and accurate acknowledgment. When a gift is logged via Gift Entry, the system immediately updates the Donor Gift Summary. This allows staff to see the donor's impact at a glance. Features like OmniStudio Document Generation then automate the creation of personalized thank-you letters, which are a vital part of stewardship.

Moves Management: Using Action Plans, a consultant can build standardized "stewardship tracks." For example, after a major gift is received, the system can automatically assign tasks for the Executive Director to make a thank-you call and for the Program Director to send a 6-month impact report.

While Grantmaking (Option B) and Accounting Subledger (Option C) are important operational features, they do not define the relational strategy of "cultivation and stewardship." Option A correctly identifies the tools used by fundraisers to build and maintain the emotional and financial connection between the donor and the mission.