Salesforce Nonprofit Cloud Consultant Exam Questions

To predict the likelihood of a contact becoming a recurring donor, the consultant should implement Einstein for Nonprofits. Here's how:

Enable Einstein for Nonprofits:

Ensure that Einstein Analytics and Discovery are enabled in the Salesforce org.

Navigate to the Einstein for Nonprofits setup and configure the necessary settings.

Configure Prediction Models:

Use Einstein Prediction Builder to create a custom prediction model.

Define the criteria and data points that indicate a high likelihood of recurring donations, such as past donation behavior, engagement levels, and demographic information.

Train and Deploy the Model:

Train the prediction model using historical data.

Deploy the model to start predicting which contacts are likely to become recurring donors.

Utilize Predictions in Fundraising Strategies:

Fundraisers can use the predictions to prioritize outreach and engagement efforts.

Customize communication and engagement plans for high-potential recurring donors.

Einstein for Nonprofits leverages AI and machine learning to provide insights and predictive analytics, helping nonprofits make data-driven decisions to enhance donor engagement and fundraising efforts.

Salesforce Einstein for Nonprofits: Einstein for Nonprofits.

Salesforce Einstein Prediction Builder Guide: Prediction Builder.

To provide real-time insights into membership data stored in a proprietary system, the nonprofit should use Salesforce Connect to store this information in External Objects:

Salesforce Connect:

Salesforce Connect allows Salesforce to integrate with external data sources in real-time without the need to import the data into Salesforce.

It uses External Objects to represent the data from the external system, making it accessible within Salesforce like any other object.

Implementing Salesforce Connect:

Set up an external data source connection in Salesforce to the proprietary membership management system.

Define External Objects for the membership data, such as member status, renewal dates, and other relevant data points.

Create relationships between External Objects and standard Salesforce objects (e.g., Contacts, Accounts) to link donor and membership information.

Real-Time Insights:

Use reports and dashboards to display membership data alongside fundraising and program data.

Ensure that membership data is updated in real-time, providing accurate and timely insights.

By utilizing Salesforce Connect and External Objects, the nonprofit can achieve real-time visibility into its membership data without duplicating data storage.

Salesforce Connect Documentation

Trailhead Module: Integrate with External Data Sources Using Salesforce Connect

When a donor wants to split their gift between two scholarship funds, the consultant should recommend using GAU Allocations:

GAU Allocations:

General Accounting Unit (GAU) Allocations in NPSP (Nonprofit Success Pack) allow for the distribution of a single donation across multiple funds or purposes. This feature supports detailed tracking and reporting on how donations are allocated.

To test new Nonprofit Cloud features coming out in the upcoming Salesforce release, follow these steps:

Identify the Sandbox Preview Period:

Salesforce announces preview periods before major releases. Check the Salesforce release calendar for the dates.

Refresh a Preview Instance Sandbox:

During the sandbox preview period, refresh one of your sandboxes. Ensure that you refresh an existing sandbox that is on a preview instance, or create a new sandbox if needed.

Verify the Sandbox Instance:

Make sure your sandbox is on a preview instance. Salesforce typically migrates sandboxes to preview instances for testing new features.

Test New Features:

Once the sandbox is refreshed, you can start testing the new Nonprofit Cloud features that will be included in the upcoming release.

Use the Release Notes and documentation provided by Salesforce to guide your testing.

This process allows you to evaluate new features before they are available in your production environment, ensuring a smooth transition and allowing time to address any potential issues.

Salesforce Sandbox Preview Guide: Sandbox Preview Instructions.

To ensure effective user acceptance testing and training before going live with its Nonprofit Cloud implementation, a nonprofit can use the following sandbox configuration options:

Partial Data Sandbox:

This sandbox type includes a subset of the production data, which is useful for testing with realistic data without the need for a full copy of the production environment. It provides a balance between data availability and cost.

Full Data Sandbox:

This sandbox is a complete copy of the production environment, including all data and metadata. It is ideal for thorough testing and training, as it replicates the production environment exactly. This ensures that users are trained on an environment that mirrors the live system.