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Salesforce Certified Nonprofit Cloud Consultant (NP-Con-102) Exam - Topic 3 Question 120 Discussion
Topic #: 3
A nonprofit organization has a new system administrator who has just taken over managing its existing Salesforce organization and wants to know which data maintenance practices should be used.
Which two data hygiene practices should a consultant recommend? Choose 2 answers
To ensure data hygiene and maintenance in Salesforce, it's essential to follow best practices that help in keeping the data clean and organized. Here are the detailed steps:
Organize Reports into Appropriate Folders:
Navigate to the Reports tab.
Create folders for different types of reports (e.g., Fundraising, Program Management).
Move existing reports into these folders for better organization.
Run Health Check:
Navigate to Setup.
In the Quick Find box, type 'Health Check'.
Run the Health Check to evaluate your org's security settings against Salesforce security baseline.
Review the findings and follow the recommendations to improve data security and compliance.
'Organize Reports and Dashboards' from Salesforce Help: Organize Reports
'Salesforce Health Check' from Salesforce Help: Health Check
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