Salesforce Non Profit Cloud Consultant

Question 1

What is Salesforce for non profits?

Answer 1

A set of pre built solutions built by Salesforce to help non profit organizations

Question 2

Integrated Solutions vs Managed Packages

Answer 2

Integrated Solutions are built natively into Salesforce, these include NonProfit Cloud and Grant Making for NonProfit Cloud

Managed packages are sets of custom objects, helpful features, and ready-to-use configurations that you install on top of your Salesforce instance. One example is Nonprofit Success Pack (NPSP), which we discuss in the next unit.

Question 3

What are the advantages of Salesforce for Non Profits

Answer 3

1. Better manage relationships that support your mission.
2. Secure, usable, and impactful data that provides the insights needed to deliver impact.
3. Flexibility to adapt to continuing change.

Question 4

What is Non Profit Cloud

Answer 4

an integrated solution built directly in Salesforce. That means that when you get access to your Salesforce instance, everything you need is in Setup, ready for you to configure.

Question 5

What do Program Features in NonProfit Cloud do?

Answer 5

help non profit organizations define, plan, deliver, and track programs and services they offer. It connects the dots to make real-time decisions about how to improve your work. It provides insights, collaboration tools, and efficiencies designed to increase impact.

Question 6

What is Grantmaking for Non Profit Cloud and what is a use case?

Answer 6

Grantmaking for Non Profit Cloud is an end to end grantmaking solution designed to drive efficiency, create positive experiences for grantees, and invest in positive outcomes

Question 7

What is the Salesforce Non Profit Success Pack

Answer 7

Provides a standard data architecture and tools to track details about donors and other stakeholders. Plus, prebuilt fundraising capabilities help you track different donation types and donors’ giving history and in one system

Question 8

How does NPSP track grants, revenues, and donations?

Answer 8

NPSP uses the Salesforce standard Opportunity object to track all of the Grants, Revenues, and Donations

Question 9

What are the record Opportunity record types used by NPSP

Answer 9

Donations, Grants, In Kind Gifts, Major Gifts, Matching donations, and Memberships

Question 10

What is the recommended method of manually entering a simple donation

Answer 10

From the contact page of the donator, and then click the new donation button

Question 11

What is the best way of manually entering a donation from a Company

Answer 11

Navigate to the Account Page, click on related tab, new opportunity with donation as selected record type, and then enter information

Question 12

what do roll up fields do?

Answer 12

Roll Up Fields display information from related records, allowing information from one record to appear on another

Question 13

What are the steps involved with tracking a pledged gift with a number of payments in NPSP

Answer 13

1. Create an opportunity record for the gift.
2. Schedule the payments by clicking the Related tab, then Schedule Payments.
3. Enter the number of payments, date of the first payment, and interval between payments.
4. Click Calculate Payments to review the payment schedule.
   Make any changes needed, then click
5. Create Payments.
6. To track completed payments, mark them as Paid in the Payments related list.
7. To refund a payment, click the Refund quick action on the payment record.
8. To write off a scheduled payment, mark it as Written Off in the Payments related list.

Question 14

What is the maximum number of payments that can be scheduled for a payment or pledge?

Answer 14

12, but an Admin can change this

Question 15

What happens when the last scheduled payment is made on a pledged opportunity

Answer 15

Opportunity stage is turned to closed won

Question 16

How can you write of all scheduled payments at once?

Answer 16

To write off all scheduled payments at once, click the Show Actions button in the Payments related list header and select Write Off Payments.

Question 17

Does the opportunity stage update when all scheduled payments have been written off?

Answer 17

While you can set NPSP to automatically change the status of an opportunity where all the payments are marked as Paid, that doesn’t happen when a payment has been written off. You’ll have to update the opportunity stage manually.

Question 18

Which NPSP object allows you to define regular installments for multiple objects over time?

Answer 18

The Recurring Donation Object allows you to define regular installments for multiple donations over time

Question 19

What are the two kinds of recurring donations that NPSP supports?

Answer 19

1. Open Ended - While you can set NPSP to automatically change the status of an opportunity where all the payments are marked as Paid, that doesn’t happen when a payment has been written off. You’ll have to update the opportunity stage manually.
2. Fixed Length - are a single donation amount given at regular intervals for a defined period. For example, if the company Cloud Kicks decides to give $10,000 split into four quarterly payments, the recurring donation would end after those payments

Question 20

How can a Recurring Donation be Paused?

Answer 20

Navigate to the recurring donation record and click the pause button. Then select which installments will be paused and note the reason.

Question 21

What is fund accounting and what are GAUs?

Answer 21

Many non profits use fund accounting and GAUs (General Accounting Units) to track donations. A GAU is a fund used to set money aside for a specific purpose, such as meeting donor restrictions

Question 22

What do the GAU allocation features allow you to accomplish in the NPSP

Answer 22

The GAU allocation features in Nonprofit Success Pack (NPSP) give you the ability to split gifts and revenue tracked in opportunity records between one or more GAUs. You can also assign allocations to campaigns and recurring donations, and all the opportunities related to those records will inherit the same GAU allocations.

Question 23

How to manage allocations for an Opportunity record?

Answer 23

1. Navigate to the Related tab on an Opportunity record
2. Click Manage Allocations button for the GAU related list
3. Select a GAU, and then the appropriate amount or percentage of an opportunity amount that should go to that GAU

Question 24

How many GAUs can you define?

Answer 24

You can define as many GAUs as needed to match your chart of accounts

Question 25

How can you see the total amount that has been allocated to a GAU?

Answer 25

Each GAU contains a roll up field that can be used to see the total allocation amount

Question 26

Which objects can GAUs be allocated to?

Answer 26

Opportunities, recurring donations, and campaigns

Question 27

What happens when an allocation is assigned to a campaign?

Answer 27

When you assign allocations to a campaign, any opportunities or related payments created as part of that campaign will also automatically receive those allocations.

Question 28

What happens if a new opportunity is added to a recurring donation with allocations?

Answer 28

New opportunities created as part of a recurring donation automatically receive the recurring donation’s allocations.

Question 29

What happens if allocations on a campaign are modified, deleted or added?

Answer 29

The changes will only affect new opportunities created as part of a campaign and not opportunities previously created

Question 30

If an Opportunity has a recurring donation and a campaign, which allocations will be used

Answer 30

The recurring donation’s allocations will be used

Question 31

How can you send a thank you acknowledgment to one opportunity record?

Answer 31

You can email an acknowledgment to a donor directly from the opportunity record by selecting the Email Acknowledgment quick action.

Question 32

How to send acknowledgement emails to multiple opportunity records at once

Answer 32

You can also send acknowledgment emails for multiple opportunity records at once by selecting the opportunities you want to acknowledge in the To Be Acknowledged list view and clicking Email Acknowledgments.

Question 33

How can you create printed acknowledgement letters?

Answer 33

If you want to create printed acknowledgment letters, you can use a document generation app from the Salesforce AppExchange or run a report and use the exported data for a mail merge in a word processing application.