Salesforce Certified Nonprofit Success Pack Consultant (NP-Con-101) Exam Questions

In the NPSP Data Import Template, the Account fields should contain:

Household-related data:

This data includes information pertinent to the household of the contacts, such as household name and address. Household-related data is crucial for managing and segmenting contacts within the NPSP.

Contact's employer-related data:

This data includes the employer's name and details, which helps in tracking affiliations and donations made by contacts through their employers. It is essential for managing donor relationships and corporate affiliations.

https://trailhead.salesforce.com/en/content/learn/modules/salesforce-data-mask/understand-the-importance-of-data-privacy

Salesforce Data Mask is the recommended solution to ensure the contractor is unable to access sensitive data in a full copy sandbox. Data Mask is designed to secure sensitive data in sandboxes by masking or obfuscating it, thereby preventing unauthorized access.

Salesforce Data Mask Overview:

Salesforce Data Mask allows you to obfuscate sensitive data in sandboxes, ensuring that real data is not exposed.

It provides various masking options, including anonymization, pseudonymization, and deletion.

Implementation Steps:

Install Salesforce Data Mask from the Salesforce AppExchange.

Configure the masking rules for the fields that contain sensitive information. You can choose the appropriate masking technique based on your needs (e.g., random characters, fixed characters, or deletion).

Apply the masking rules to the full copy sandbox where the contractor will be working.

Benefits of Using Data Mask:

Security: Ensures sensitive data is not exposed in non-production environments.

Compliance: Helps meet regulatory and compliance requirements by protecting personal and personally identifiable information.

Flexibility: Allows you to define specific rules for different types of data and fields.

CertGod Nonprofit Cloud Consultant study guide: 'Implement Salesforce Data Mask and mask the sensitive data'.

When setting up Volunteers for Salesforce in an international context, it's important to ensure that volunteer jobs and shifts reflect the local time zones accurately. Here's how to configure this:

Navigate to Volunteers for Salesforce Settings:

Go to Setup.

Type 'Volunteers for Salesforce' in the Quick Find box and select it.

Configure Volunteer Jobs:

Create Volunteer Jobs for each country.

For each job, set the 'Website Time Zone' field to the local time zone where the job will take place.

Adjust Volunteer Shift Times:

When creating volunteer shifts, ensure the start and end times are set according to the local time zone.

Update Website Information:

Inform volunteers about the time zone settings on the volunteer signup pages if necessary.

'Volunteers for Salesforce Setup Guide' from Salesforce Help: Volunteers for Salesforce

'Managing Volunteer Shifts and Jobs' from Salesforce.org: Volunteer Management

To track all donations that go to a designated fund, the consultant should create a GAU Allocation record for the designated fund. Here's why:

GAU Allocation Record:

General Accounting Units (GAUs) are used in NPSP to allocate portions of donations to specific funds or purposes.

Creating a GAU Allocation record allows the nonprofit to specify the amount of each donation that should be allocated to the designated fund, ensuring accurate tracking and reporting.

Salesforce NPSP Documentation on General Accounting Units (GAUs)

Salesforce Nonprofit Success Pack GAU Allocation Guide

When using the NPSP Data Importer to upload data that contains payments on existing opportunities, and matching donations to existing records, the following updates may occur:

A Payment Will Be Added to the Opportunity:

When a gift is successfully matched to an existing Opportunity, a Payment record is created and associated with the Opportunity.

This reflects the new donation and updates the financial records accordingly.

The Opportunity Amount Will Include the New Payment Amount:

The total amount on the Opportunity will be updated to reflect the sum of the original amount and the new payment amount.

This ensures that the Opportunity accurately represents the total donations received.

These updates help maintain accurate and up-to-date financial records within Salesforce, reflecting all contributions accurately.

Salesforce NPSP Documentation: NPSP Data Importer

Salesforce Trailhead: Manage Donations with NPSP