To configure the Program Management Module (PMM) to record services provided to families, follow these steps:

Create Program Engagement Records:

Navigate to the "Program Engagements" tab.

Click "New" to create a new Program Engagement record.

Fill in the necessary details, ensuring to select the head of the household for the "Contact" field. This links the engagement to the primary contact within the family.

Select the Program:

In the Program Engagement record, select the relevant program that the family is engaged in. This helps in categorizing the services under specific programs.

Specify the Services:

Use the "Service Deliveries" related list to add services provided to the family. Click "New Service Delivery" and select the appropriate service. This ensures each service provided is tracked and recorded against the Program Engagement.

References:

Salesforce Nonprofit Cloud Consultant Study Guide

Salesforce Program Management Module Documentation

Salesforce NPSP (Nonprofit Success Pack) Resources

To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:

In-App Guidance (B):

This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.

myTrailhead (D):

myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.

Steps to Implement:

Set Up In-App Guidance:

Navigate to Setup -> In-App Guidance.

Create prompts and walkthroughs tailored to the nonprofit's processes.

Deploy myTrailhead:

Customize and publish training content on myTrailhead.

Encourage staff to complete the training modules to improve their Salesforce skills.

References:

Salesforce In-App Guidance Documentation

Salesforce myTrailhead Documentation

To troubleshoot incorrect values in the NPSP calculated donation summary fields on Contact and Account records, the consultant should review the following:

Customizable Rollups:

Verify the settings and configuration of Customizable Rollups in NPSP. Incorrect configurations or mappings can lead to inaccurate summary values.

Ensure that the rollups are set up correctly to calculate totals based on the desired criteria.

Opportunity Stages:

Check the Opportunity stages to ensure they are correctly defined and assigned. Only certain stages (e.g., "Closed Won") should be included in donation summaries.

Misconfigured or incorrect stages can result in inaccurate summary calculations.

NPSP Health Check:

Run the NPSP Health Check to identify any potential configuration issues or data integrity problems.

The Health Check provides insights and recommendations to address common issues within NPSP.

References:

Salesforce Nonprofit Success Pack Documentation on Customizable Rollups

Salesforce Opportunity Stages Configuration Guide

NPSP Health Check Documentation

https://powerofus.force.com/s/article/SFDO-BP-Pardot-Basics-for-Nonprofit-and-Education

The "Send List Email" feature in Salesforce is ideal for sending emails to multiple contacts directly from Salesforce without needing a separate email service provider. It also allows managing bounces, resending emails, and tracking email history on Contact records.

Send List Email Overview:

This feature enables users to send emails to a list of contacts, leads, or campaign members directly from Salesforce.

It supports email templates and provides tracking capabilities.

Steps to Use Send List Email:

Step 1: Navigate to the Contacts or Leads tab.

Step 2: Create a list view that includes the contacts you want to email.

Step 3: Select the "Send List Email" button.

Step 4: Choose an email template, compose the email, and send it.

Managing Bounces and Send History:

Bounces: Salesforce tracks email bounces, and you can view bounce details on the individual contact records.

Send History: The history of sent emails, including opens and clicks, is tracked and visible on the Contact records.

Benefits:

Integrated Solution: No need for external email service providers.

Efficiency: Quickly send emails to multiple recipients and manage communications directly within Salesforce.

Tracking: Monitor email performance and follow up as needed.

References:

CertGod Nonprofit Cloud Consultant study guide: "Send List Email"​​.

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.

References:

Salesforce Connect Documentation

Trailhead Module: Integrate with External Data Sources Using Salesforce Connect

For a nonprofit using direct mail extensively and needing to automate the search for duplicate contact records, the consultant should recommend implementing Duplicate Jobs. Here’s why:

Duplicate Jobs:

Duplicate Jobs allow organizations to run deduplication processes on a schedule, ensuring that the data remains clean and free from duplicates.

This feature can be configured to find and merge duplicate contacts based on predefined matching rules.

It helps maintain data quality by regularly identifying and managing duplicate records, which is essential for effective direct mail campaigns.

References:

Salesforce Duplicate Management Documentation

Salesforce Nonprofit Success Pack Duplicate Management 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.

References:

Salesforce NPSP Documentation: NPSP Data Importer

Salesforce Trailhead: Manage Donations with NPSP

https://www.salesforce.org/blog/how-nonprofits-can-use-pardot-for-moves-management/

To address the nonprofit's need for a marketing automation tool that allows for segmentation, targeting, and email creation using Lightning Email Templates:

Choose Pardot:

Pardot is Salesforce's marketing automation solution designed to handle sophisticated email marketing, segmentation, and engagement tracking.

Set Up Pardot:

Ensure Pardot is integrated with Salesforce.

Configure user permissions and roles in Pardot.

Connect Pardot to the Salesforce CRM to synchronize data between the two platforms.

Segment and Target Supporters:

Use Pardot's segmentation tools to create lists based on supporter engagement and interactions.

Set up dynamic lists that automatically update based on predefined criteria such as email opens, clicks, and website visits.

Create Emails with Lightning Email Templates:

Utilize Lightning Email Templates in Pardot to design and personalize emails.

Use drag-and-drop features to build responsive email templates without needing HTML knowledge.

Track Engagement:

Implement Pardot’s engagement tracking to monitor how supporters interact with emails.

Use Pardot’s scoring and grading system to prioritize leads based on their engagement and fit with your nonprofit's goals.

Analyze and Optimize:

Use Pardot’s analytics and reporting tools to measure the effectiveness of your campaigns.

Continuously refine your segmentation and targeting strategies based on data insights to improve engagement and conversion rates.

By using Pardot, the nonprofit can effectively segment its audience, target them with personalized email campaigns, and track engagement over time, enhancing their overall marketing efforts.

References:

Salesforce Pardot documentation on segmentation and email marketing

CertGod Nonprofit Cloud Consultant guide​

To ensure that the membership rollups in NPSP (Nonprofit Success Pack) work properly for managing a membership program, the consultant needs to configure the following items:

Select the membership record type for membership rollups:

This involves defining which Opportunity record types are used for membership donations. This configuration allows the NPSP to properly identify and roll up membership donations.

https://trailhead.salesforce.com/content/learn/modules/program-management-with-nonprofit-cloud/manage-nonprofit-programs-with-salesforce

To track each program and the status of youth enrolled in the program using the Program Management Module (PMM) in Salesforce, the consultant should use the "Programs" and "Program Engagements" objects.

Key Features:

Programs: This object represents the various programs offered by the nonprofit. Each program can have multiple engagements and activities associated with it.

Program Engagements: This object tracks the involvement of individuals (youth in this case) in specific programs. It allows the nonprofit to monitor the status and progress of each participant within the program.

Steps to Implement:

Set Up Programs:

Navigate to the Programs tab.

Create records for each after-school program offered by the nonprofit.

Track Engagements:

Navigate to the Program Engagements tab.

Create records for each youth enrolled in the programs, linking them to the appropriate program and tracking their status.

References:

Salesforce Program Management Module Documentation

Salesforce Trailhead: Program Management for Nonprofits

When a nonprofit creates a custom Opportunity Name for all in-kind gifts, it is important to understand how this change impacts existing and new Opportunity records. The Refresh All Opportunity Names utility can be used to update the names of existing Opportunities to match the new naming convention. Additionally, the custom Opportunity Name Format will only apply to new Opportunities that match the specified record type.

Steps:

Update the Opportunity Name Format settings to reflect the new naming convention for in-kind gifts.

Use the Refresh All Opportunity Names utility to apply the new naming convention to existing Opportunities. This ensures consistency across all records.

Inform users that the new naming convention will only be automatically applied to new Opportunities created with the matching record type going forward.

Monitor the changes and verify that the updated names meet the nonprofit's requirements.

References:

CertGod Nonprofit Cloud Consultant Guide: Provides guidance on updating Opportunity names and using utilities for bulk updates​​.

Salesforce Documentation on Opportunity Name Formats: Details the steps for configuring and applying custom naming conventions.

For a nonprofit that does a lot of mail appeals to donors and wants to ensure addresses are formatted correctly, the consultant should recommend:

NPSP Address Management:

NPSP Address Management helps ensure that addresses are standardized and formatted correctly. It includes tools and processes to manage and validate addresses, thus reducing errors in mailings and improving delivery rates.

For a nonprofit offering courses that grant teachers credit toward maintaining their teaching certification, the Program Management Module (PMM) is the best solution to track course completions and credits awarded. PMM allows the nonprofit to manage program enrollments, track progress, and report on outcomes effectively.

Steps:

Set up the Program Management Module to include the specific courses offered and the credits awarded for each course.

Create Program Engagement records for each teacher enrolling in the annual cohort, linking them to the relevant course modules.

Track the completion of course modules and update the credits awarded to each teacher within their Program Engagement records.

Use custom reports and dashboards to monitor progress, track completions, and generate reports on credits awarded to teachers.

References:

CertGod Nonprofit Cloud Consultant Guide: Recommends using PMM for tracking program enrollments, progress, and outcomes​​.

Salesforce Documentation on Program Management Module: Provides detailed instructions on setting up and using PMM for managing educational programs.

https://powerofus.force.com/s/article/NPSP-TDTM-Overview

Table-Driven Trigger Management (TDTM) in the Salesforce Nonprofit Success Pack (NPSP) allows developers and administrators to manage Apex triggers in a more flexible and controlled manner. The benefits include:

Control the order in which the code executes (B): TDTM enables you to specify the order of execution for various triggers, ensuring that triggers run in the desired sequence.

Disable specific pieces of code (D): TDTM allows you to disable individual triggers or handler classes without modifying the actual code, which is useful for debugging or temporarily disabling functionality.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Manage Nonprofit Success Pack (NPSP) Table-Driven Trigger Management

https://powerofus.force.com/s/article/NPSP-Install

The recommended method to install NPSP in an existing Salesforce org is to use the NPSP Installer page. This installer simplifies the process by guiding users through the necessary steps and ensuring that all components are correctly installed.

Steps:

Navigate to the NPSP Installer page on Salesforce.org.

Click the "Install NPSP" button to start the installation process.

Follow the prompts to authenticate and select the Salesforce org where NPSP will be installed.

The installer will automatically download and configure all required NPSP components.

Verify the installation by checking the NPSP settings and ensuring all components are functional.

References:

CertGod Nonprofit Cloud Consultant Guide: Details the installation process for NPSP using the NPSP Installer page​​.

Salesforce Documentation on NPSP Installation: Provides step-by-step instructions for installing NPSP in a Salesforce org.

https://powerofus.force.com/s/article/NPSP-Disable-Trigger-Handlers#ariaid-title3

When periodically importing a structured list of event registrations, it is crucial to ensure that the process is efficient and does not trigger unnecessary automation. Disabling TDTM (Table-Driven Trigger Management) for specific users is a recommended approach.

TDTM Overview:

TDTM allows for managing and controlling the execution of triggers in NPSP.

It provides flexibility to disable specific triggers or exclude certain users from trigger execution during bulk data imports.

Disabling TDTM for Specific Users:

By disabling TDTM for specific users, the import process can be streamlined without triggering unnecessary automation.

This approach ensures that data imports are efficient and reduces the risk of hitting system limits or performance issues.

Steps to Implement:

Navigate to NPSP Settings -> System Tools -> TDTM.

Add the usernames of the users who will be performing the imports to the "Usernames to Exclude" field.

Save the changes to ensure that TDTM triggers are disabled for these users during the import process.

Benefits:

Efficiency: Reduces the load on the system during bulk imports, ensuring faster and more reliable data processing.

Control: Maintains control over which triggers are executed, preventing unintended automation from affecting the imported data.

Additional Considerations:

Ensure that other necessary validations and processes are manually checked or re-enabled after the import if needed.

Monitor the data import process to ensure that it completes successfully without triggering unnecessary automation.

References:

CertGod Nonprofit Cloud Consultant study guide: "Disable TDTM for specific users"【22:18†source】.

https://powerofus.force.com/s/article/PMM-Overview

https://trailhead.salesforce.com/en/content/learn/modules/program-management-with-nonprofit-cloud/manage-nonprofit-programs-with-salesforce?trail_id=manage-programs-with-nonprofit-cloud

To meet the reporting requirements of a new grant that expects services to be segmented according to location, the nonprofit should use the Program Cohort object. The Program Cohort object allows tracking and reporting of services provided in specific locations, making it possible to generate detailed reports that meet funder requirements.

Steps:

Configure the Program Management Module to include the necessary fields for tracking service locations within the Program Cohort object.

Ensure that all relevant data is accurately entered into the Program Cohort records, including location details.

Create custom reports and dashboards that segment services based on the location data stored in the Program Cohort object.

Regularly review and update the data to ensure accurate and up-to-date reporting for the funder.

References:

CertGod Nonprofit Cloud Consultant Guide: Discusses the use of Program Cohorts for detailed tracking and reporting of services​​.

Salesforce Documentation on Program Management Module: Provides information on the functionality and use of Program Cohorts.

https://trailhead.salesforce.com/en/content/learn/modules/campaign-management-with-nonprofit-success-pack/manage-campaign-responses

To track that a donor responded to the most recent direct mail campaign, the consultant should configure the Automatic Campaign Member Management feature. This feature in NPSP helps automatically manage Campaign Memberships based on related opportunities, streamlining the process of tracking campaign responses.

Steps to Configure:

Enable Automatic Campaign Member Management:

Navigate to NPSP Settings -> Donations -> Campaigns.

Enable Automatic Campaign Member Management.

Link Opportunities to Campaigns:

Ensure that when entering donations, the related Opportunity records are linked to the appropriate Campaigns.

This linkage will automatically update the Campaign Member records to reflect the donor’s response to the campaign.

Verify Campaign Membership:

Check the Campaign Member records to ensure that the donors are correctly marked as having responded to the campaign based on the linked Opportunities.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Track Campaign Responses with NPSP

To track website visitors who download white papers, case studies, and impact reports, and then pursue them as constituents, using Pardot is the most effective solution. Here’s how to set it up:

Install and Configure Pardot:

Purchase and install Pardot if not already done.

Configure Pardot settings to align with your nonprofit’s tracking and lead management needs.

Add Pardot Tracking Code to Website:

Implement Pardot tracking code on your website to monitor visitor behavior, including downloads.

Create Pardot Forms and Landing Pages:

Use Pardot to create forms and landing pages for asset downloads.

Capture visitor information (name, email, etc.) before allowing downloads.

Set Up Automation Rules:

Create automation rules in Pardot to add visitors who download assets to specific lists.

Assign these visitors a score to prioritize follow-up actions.

Sync with Salesforce:

Ensure that Pardot is integrated with Salesforce to sync leads or contacts.

Use Salesforce campaigns to manage and track these new constituents.

References:

Salesforce Pardot Documentation: Pardot Tracking Code

Salesforce Trailhead: Marketing Automation with Pardot

When encountering an issue while configuring Nonprofit Cloud Case Management, the consultant should first check Salesforce Help to see if it is a documented issue. Salesforce Help provides extensive documentation, release notes, and known issues, making it a reliable source for troubleshooting.

Steps to Check:

Salesforce Help:

Navigate to Salesforce Help & Training.

Search for the specific issue or error message.

Review any available documentation, known issues, and suggested resolutions.

Additional Resources:

If the issue is not documented in Salesforce Help, the consultant can also check the Trailblazer Community for discussions and solutions provided by other users.

References:

Salesforce Help & Training

Salesforce Trailhead: Salesforce Help Resources

When migrating historic donation records into a nonprofit's Salesforce org where many of these donations were paid in multiple installments, it is important to ensure that the Payments are correctly matched to the Opportunities. The correct approach involves using the "Do Not Automatically Create Payment" field:

Check the Do Not Automatically Create Payment Field:

When importing historic donations, check the "Do Not Automatically Create Payment" field on the Opportunities.

This prevents Salesforce from automatically creating Payments for these Opportunities, which allows you to manually enter the correct Payments that match the historic installment records.

Manually Create Payments:

After importing the Opportunities with the "Do Not Automatically Create Payment" field checked, manually create Payment records that correspond to each installment.

Ensure each Payment is correctly associated with the corresponding Opportunity.

Validation:

Validate the imported data to ensure all Payments are correctly matched with the Opportunities.

This method ensures that the historic donation records with multiple installments are accurately represented in Salesforce.

References:

Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Payments and Opportunities.

Salesforce Help: Data Import Guidelines.

The likely cause of encountering a 500 server error when trying to map additional objects and fields with Advanced Mapping is attempting to map to an unsupported field type. Advanced Mapping in Salesforce has specific requirements and limitations regarding the types of fields that can be mapped.

Key Considerations:

Supported Field Types: Ensure that the target fields are of supported types, such as text, currency, number, date, or address fields.

Field Compatibility: Unsupported field types, such as certain complex formula fields or picklists, can cause errors during the mapping process.

Steps to Resolve:

Review Field Types:

Verify the field types of the target fields you are trying to map to ensure they are supported.

Check Documentation:

Refer to Salesforce documentation on Advanced Mapping to confirm the supported field types and any limitations.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Help: Configure Advanced Mapping for Data Import

To send messages to Contacts stored in the Nonprofit Success Pack (NPSP) based on their connections to the nonprofit's corporate funders, use the Affiliations object. Here's how to set it up:

Understand Affiliations:

Affiliations in NPSP track the relationships between Contacts and Accounts. They can indicate if a Contact is associated with a corporate funder.

Set Up Affiliations:

Ensure that all Contacts have their Affiliation records properly set up, linking them to the appropriate corporate funder Accounts.

Create a Custom Report Type:

Navigate to Setup > Report Types.

Create a new custom report type with Affiliations as the primary object and Contacts as a related object.

Build the Report:

Go to the Reports tab and click "New Report."

Select the custom report type you created.

Add fields such as Contact Name, Affiliated Account Name, and any other relevant information.

Filter the report to include only those Contacts who have affiliations with corporate funders.

Send Messages:

Use the report to create a Campaign or a mailing list.

Use Salesforce or an integrated email platform to send targeted messages to the Contacts based on their corporate affiliations.

References:

Salesforce Nonprofit Success Pack Documentation: Detailed instructions on managing Affiliations in NPSP. NPSP Documentation.

These steps and references ensure that the nonprofit can effectively use Salesforce to meet its operational requirements while maintaining best practices and leveraging the capabilities of the Nonprofit Cloud.

When migrating millions of Contact records and encountering the error "npsp.TDTM_Address: System.LimitException: Apex CPU time limit exceeded," you can take the following actions:

Disable Automation:

Go to NPSP Settings.

Navigate to "TDTM" (Table Driven Trigger Management).

Disable all automation triggers temporarily to ensure they do not interfere with the data load process.

Load Address Object Separately:

Split the data load into two parts: first load Contacts without address data, then load address data separately.

This reduces the complexity and processing required for each batch.

Disable ADDR_Addresses_TDTM Handler:

In NPSP Settings, go to "Trigger Configuration."

Locate the 'ADDR_Addresses_TDTM' handler.

Disable this specific handler to prevent it from executing during the data import process.

Reduce Batch Size:

When using Data Loader or any import tool, set the batch size to a significantly lower number (e.g., 100 or 200 records per batch).

This helps in managing CPU limits and ensures smoother processing.

By following these steps, you can mitigate the Apex CPU time limit issue and successfully import large volumes of data into NPSP.

References:

Salesforce documentation on managing Apex CPU time limits.

Nonprofit Success Pack (NPSP) documentation on Trigger Management and Data Import.

https://powerofus.force.com/s/article/NPSP-BP-Getting -Started-Program-Management#week4

When migrating client and program data to the Program Management Module (PMM) in NPSP, it is important to use the appropriate tools for data import and deduplication to ensure data integrity and avoid duplication. The NPSP Data Importer is specifically designed for importing client information, including deduplication against existing records. The Data Import Wizard can be used for uploading program data, which may not require the same level of deduplication as client data.

Steps:

Prepare the client data, ensuring all necessary fields are included and formatted correctly.

Use the NPSP Data Importer to upload the client information, which includes built-in deduplication features to match against existing records.

Prepare the program data similarly, ensuring proper formatting and completeness.

Use the Data Import Wizard to upload the program data. This tool is suitable for handling bulk data uploads and does not inherently include deduplication, which is less critical for program data compared to client data.

References:

CertGod Nonprofit Cloud Consultant Guide: Discusses best practices for data migration and the tools available in NPSP for importing and deduplicating data​​.

Salesforce Documentation on NPSP Data Importer and Data Import Wizard: Provides detailed instructions on using these tools for data import.

To ensure that a subset of Service Delivery records are visible to selected staff while maintaining private sharing settings, you should use criteria-based sharing rules:

Navigate to Sharing Settings:

Go to Setup in Salesforce.

Enter "Sharing Settings" in the Quick Find box and select it.

Create a Criteria-Based Sharing Rule:

In the Sharing Settings, locate the object for which you want to create the sharing rule (e.g., Service Deliveries).

Create a new sharing rule and select "Based on Criteria" as the rule type.

Define the criteria that records must meet to be shared (e.g., specific fields or values that identify the subset of records).

Specify the users or roles that should have access to these records and define the level of access (Read/Write).

Save and Apply the Rule:

Save the sharing rule and ensure it is activated.

Verify that the selected staff have the appropriate access to the records as defined by the rule.

By using criteria-based sharing rules, you can selectively grant access to specific records without compromising the overall privacy settings of the organization.

References:

Salesforce Help: Setting Up Sharing Rules

Nonprofit Success Pack (NPSP) Documentation on Sharing and Security Settings

For a nonprofit client inexperienced with Salesforce, the best training resource to recommend is Trail Tracker by Trailhead:

Trail Tracker by Trailhead:

Trail Tracker is a Salesforce app that integrates with Trailhead, allowing organizations to assign, track, and manage Trailhead training for their users.

It is specifically designed to help users learn Salesforce through guided, interactive learning paths.

Set Up Trail Tracker:

Install Trail Tracker from the Salesforce AppExchange.

Configure the app to align with your nonprofit’s training goals.

Assign Training Modules:

Identify the relevant NPSP fundraising training modules on Trailhead.

Use Trail Tracker to assign these modules to staff members.

Monitor Progress:

Use Trail Tracker dashboards to monitor the progress of staff members as they complete their training modules.

Provide additional support or resources as needed to ensure successful completion.

References:

Salesforce Trailhead and Trail Tracker documentation

CertGod Nonprofit Cloud Consultant guide​

To streamline the import of donations made by nonprofit volunteers using NPSP Data Import features, the following steps are recommended:

Create a Batch and Map Opportunity Primary Contact on First and Last Name:

When creating a data import batch, you can map the Opportunity Primary Contact based on the First and Last Name. This ensures that the donation is linked to the correct contact in Salesforce.

Create a Batch and Match Contact on First and Last Name:

During the import process, create a batch and use the matching criteria based on the Contact's First and Last Name. This helps in accurately matching the donations to the existing contacts in Salesforce, reducing duplicate records and maintaining data integrity.

Steps to Implement:

Navigate to NPSP Data Import.

Create a new Batch.

Map the fields appropriately, ensuring the Opportunity Primary Contact and Contact matching criteria are based on First and Last Name.

Validate the mapping and run the batch to import the donation data.

These features help automate and streamline the data import process, ensuring accurate and efficient data management.

References:

Nonprofit Success Pack (NPSP) Documentation: Data Import

Salesforce Help: Managing Batches and Data Import

To localize the US-focused labels of some NPSP fields for a UK-based nonprofit, such as replacing "Organization" with "Organisation," the consultant should activate English (UK) in Language Settings. Here’s why:

Activate English (UK):

Salesforce supports multiple languages and localizations, including English (UK), which provides localized labels for standard fields and objects.

By activating English (UK), the system will automatically use British English conventions, replacing US-centric terms with UK equivalents.

This is a straightforward and efficient method to localize field labels without the need for custom development or manual label changes.

References:

Salesforce Language Settings Documentation

Salesforce Localization and Translation Guide

myTrailhead is the best solution for a nonprofit organization that wants to train and test its employees on various skills such as brand messaging, creating support cases for IT, and publishing online videos. myTrailhead provides a customized learning experience that can be tailored to specific needs and allows for interactive and engaging training modules. This solution also includes testing capabilities to assess employee understanding and track progress over time.

References:

Nonprofit Cloud Consultant Guide: myTrailhead is recommended for creating customized and engaging training modules that can be tracked and assessed over time​​​​.

To standardize addresses in NPSP, especially when dealing with large amounts of Contact address data from street canvassing and telemarketing operations, the consultant should use Address Verification:

Enable Address Verification:

In Salesforce, navigate to the NPSP Settings.

Under "Address Management," enable Address Verification.

Configure the Address Verification settings according to the needs of the nonprofit.

Use Address Verification Service:

Utilize the integrated Address Verification service to standardize and validate addresses.

The service checks addresses against a reliable database, ensuring they are accurate and properly formatted.

Batch Processing:

For large amounts of data, set up batch processing to regularly verify and standardize addresses.

This can be scheduled to run monthly or as needed to keep the address data clean and accurate.

Review and Correct:

After verification, review any addresses flagged as incorrect or incomplete and make necessary corrections.

Using Address Verification helps ensure the nonprofit's address data is accurate and standardized, improving the quality of their data management.

References:

Salesforce Nonprofit Success Pack (NPSP) Documentation: Address Management

Salesforce Help: Configuring Address Verification

To ensure full compliance with Salesforce best practices for data security, the consultant should use Salesforce Health Check. Here’s why:

Salesforce Health Check:

This tool provides a comprehensive security assessment of your Salesforce org by measuring its settings against the Salesforce recommended baseline.

It evaluates critical security settings such as password policies, session settings, and other security configurations.

Health Check provides a score and recommendations to improve the overall security posture of the org, making it a crucial tool for maintaining data security compliance.

References:

Salesforce Health Check Documentation

Salesforce Security Best Practices Guide

To configure Salesforce to handle recurring volunteer schedules, the Volunteer Recurrence Schedules feature in Volunteers for Salesforce (V4S) is the ideal solution. Here's a step-by-step guide:

Install Volunteers for Salesforce: If not already installed, you need to install the Volunteers for Salesforce package from the Salesforce AppExchange.

Navigate to Volunteer Jobs: Go to the Volunteers tab and create or select a Volunteer Job that requires a recurring schedule.

Set Up Volunteer Recurrence Schedules:

In the Volunteer Job record, find the "Recurrence Schedules" related list.

Click "New Volunteer Recurrence Schedule."

Define the recurrence pattern, such as weekly, and specify the start and end times for the volunteer shifts.

Assign Volunteers to Recurrence Schedules:

Once the recurrence schedule is created, assign volunteers to this schedule.

Volunteers assigned to a recurrence schedule will automatically be registered for the specified shifts without the need to sign up repeatedly.

Review and Manage:

Periodically review the schedules to ensure they align with any changes in volunteer availability or job requirements.

By using Volunteer Recurrence Schedules, the nonprofit can efficiently manage volunteers who work on a regular basis without needing them to sign up for each shift manually. This feature ensures that the volunteer management process is streamlined and volunteers have a consistent schedule.

References:

Salesforce Volunteers for Salesforce Documentation: This official documentation provides detailed instructions on setting up and managing volunteer schedules. Salesforce V4S Documentation.

To restrict access to fields related to background checks on the Contact object so that only the volunteer manager and executive director can access them, the consultant should:

Create a Permission Set:

A permission set is a collection of settings and permissions that gives users access to various tools and functions.

Creating a permission set that includes access to the specific fields related to background checks allows for precise control over who can view and edit these fields.

Grant Field-Level Security:

Within the permission set, set field-level security to ensure only the specified users can view and edit the background check fields.

This ensures that sensitive information is only accessible to authorized personnel.

Assign the Permission Set:

Assign the permission set to the volunteer manager and executive director.

This approach provides flexibility and security, ensuring that only the designated users have the necessary access without altering the overall role hierarchy or creating unnecessary sharing rules.

References:

Salesforce documentation on Permission Sets: Permission Sets

These solutions ensure efficient and secure handling of data and permissions within the Salesforce Nonprofit Cloud.

To handle frequent imports of membership renewal and donation data, where each import needs a different configuration to update existing Contacts and create Opportunities, the NPSP Data Importer should be recommended:

NPSP Data Importer:

The NPSP Data Importer is specifically designed for nonprofits and supports complex data import needs, including updating existing records and creating new ones.

It allows you to map fields from your import file to Salesforce fields, ensuring data is correctly placed.

Set Up the Import:

Prepare your data in a CSV format.

Go to the NPSP Data Importer app in Salesforce.

Create separate templates for membership renewals and donations to handle different configurations.

Map Fields:

Use the mapping feature to map fields from your import file to the corresponding Salesforce fields.

Ensure that you map fields for Contacts, Opportunities, and any custom fields needed for memberships and donations.

Run the Import:

Upload your data file and run the import process.

Monitor the import progress and check for any errors or discrepancies.

Verify Data:

After the import is complete, verify that the data has been correctly updated and new records have been created as expected.

Check the updated Contacts and newly created Opportunities to ensure data integrity.

References:

Salesforce Nonprofit Success Pack (NPSP) documentation on the Data Importer

CertGod Nonprofit Cloud Consultant guide​

https://powerofus.force.com/s/article/NPSP-Which-Version-Am-I-Using

When a consultant is unsure when a particular field was added to NPSP, they can find the NPSP version number for the field in the NPSP Data Dictionary. Here’s why:

NPSP Data Dictionary:

The NPSP Data Dictionary provides comprehensive details about all fields, objects, and components within the NPSP package.

It includes information on when fields were introduced, their data types, descriptions, and related objects, making it the best resource for tracking the history of specific fields.

References:

Salesforce NPSP Data Dictionary Documentation

Salesforce Nonprofit Success Pack Release Notes

When finalizing the plan for new features during a Salesforce major seasonal release window:

Verify Sandbox Release:

Check if the sandbox is on the same release as production to ensure consistency. Navigate to Setup -> Company Information in both environments to verify the release versions.

Review Sandbox Preview Instructions:

Salesforce provides sandbox preview instructions before a major release. Review these instructions to understand the new features and changes. Go to the Salesforce Release Readiness & Feature Adoption group on the Trailblazer Community for the latest updates.

Prepare Change Sets:

Create and validate change sets in the sandbox environment. Ensure all components are tested and ready for deployment after the production instance is upgraded.

Monitor Release Window:

Keep track of the Salesforce release window schedule to plan the deployment timing accordingly. Avoid deploying changes during the release window to prevent conflicts or unexpected issues.

References:

Salesforce Release Readiness & Feature Adoption Documentation

Salesforce Sandbox Preview Instructions

Salesforce Trailblazer Community for Release Updates

The correct order for importing data into Salesforce, considering multiple mailing addresses for donors, is:

Account: Import accounts first to establish the primary records.

Address: Import address records to link them to the appropriate accounts.

Contact: Import contacts next to associate them with the correct accounts and addresses.

Campaign: Import campaign records to track the event (gala) details.

Opportunity: Finally, import opportunities to record the donations linked to the appropriate contacts and campaigns.

This order ensures data integrity and correct relationships between the imported objects.

References:

Salesforce Data Import Best Practices

Salesforce Trailhead: Data Import Wizard and Data Loader

A common cause of the NPSP (Nonprofit Success Pack) upgrade failing when run in Production, despite no issues in the sandbox, is not having adequate test code coverage. This is essential for successful deployments in Salesforce environments.

Test Code Coverage:

Salesforce requires a minimum of 75% test code coverage for deploying Apex code to a production environment.

This means that automated tests must cover at least 75% of the codebase, ensuring that most functionalities are validated and reducing the risk of errors during deployment.

Sandbox vs. Production Differences:

Sandbox environments often have less data and different configurations compared to production, which might not fully mimic real-world scenarios.

In production, there could be additional triggers, validation rules, or workflows that are not present or not active in the sandbox.

Mitigating Upgrade Failures:

Ensure that all custom code, including Apex triggers, classes, and batch processes, has adequate test coverage.

Review and test all dependent packages and configurations in a full sandbox environment that closely replicates the production setup.

Additional Considerations:

Conduct a comprehensive review of all customizations and integrations.

Run the NPSP Health Check Tool and Salesforce Optimizer in sandbox before the actual upgrade to identify potential issues.

References:

CertGod Nonprofit Cloud Consultant study guide: "Not having adequate test code coverage"​​.

Updates to the Nonprofit Success Pack (NPSP) are pushed to production organizations once every two weeks. These frequent updates ensure that organizations using NPSP have access to the latest features, bug fixes, and improvements. Here’s what you need to know:

Regular Updates:

NPSP follows a bi-weekly release schedule, meaning updates are deployed approximately every two weeks.

Automatic Updates:

These updates are automatically pushed to production environments, requiring no manual intervention from administrators.

Release Notes:

Release notes for each update are published and can be accessed to understand the changes and new features included in each release.

Testing and Sandbox Environments:

It’s recommended to test updates in a sandbox environment before they are deployed to production, especially if customizations are in place.

References:

"NPSP Release Schedule" from Salesforce.org: NPSP Release Schedule

"Release Notes and Announcements" from Salesforce.org: NPSP Release Notes

Enabling State and Country Picklists in Salesforce can improve data consistency and accuracy for address fields. However, there are specific considerations when using them with NPSP:

NPSP Data Import Object Doesn't Support State and Country Abbreviations in Picklist Form:

The NPSP Data Import object does not natively support state and country abbreviations in picklist form. This means that data imports using this object will require additional handling to map state and country values correctly.

Predefined State and Country Abbreviations on Address Records Must Be Used:

When using State and Country Picklists, predefined state and country abbreviations must be used. This ensures consistency and compatibility with Salesforce’s standard address fields.

If your current data uses different formats (e.g., full names or alternative abbreviations), you will need to standardize these before importing or entering data.

Consideration for Existing Data:

If enabling State and Country Picklists for the first time, review and clean existing data to match the picklist values.

Use data tools to update existing records with the correct state and country abbreviations to ensure smooth transition and consistency.

By understanding these considerations and preparing your data accordingly, you can successfully implement State and Country Picklists in NPSP.

References:

"State and Country/Territory Picklists Overview" from Salesforce Help: State and Country Picklists

"Managing Addresses in NPSP" from Salesforce Help: NPSP Address Management

For a nonprofit organization needing an email marketing tool to measure email engagement and evaluate prospective supporters:

Pardot Grading: This measures how well a prospect fits the ideal customer profile based on criteria such as job title, industry, and location.

Pardot Scoring: This tracks a prospect’s engagement with marketing materials, assigning points based on interactions such as email opens, clicks, and form submissions.

Combining Pardot Grading and Scoring provides a comprehensive view of both the quality and engagement level of prospective supporters.

References:

Salesforce Pardot Documentation

Salesforce Trailhead: Pardot Scoring and Grading

Understanding the trial experiences available on the Salesforce.org website is crucial for setting expectations and planning custom configuration work. Here’s detailed information about the trial options:

Available Trial Experiences:

Lightning Enterprise: This option provides a standard Salesforce Lightning Enterprise edition, suitable for exploring core CRM capabilities.

Lightning Enterprise + NPSP: This trial includes the Nonprofit Success Pack (NPSP) on top of the Lightning Enterprise edition, tailored specifically for nonprofit needs.

Free Trial Period:

The free trial period for Salesforce.org trials is 30 days. This provides enough time to explore features, gather requirements, and conduct initial custom configuration work.

Why Not Other Options:

Option A: While free licenses may be available for qualified customers, this is separate from the trial experience and not universally applicable.

Option D: The trial orgs provided by Salesforce.org are typically not Developer Edition orgs but are configured to showcase the Enterprise capabilities with or without NPSP.

By knowing that the trial choices include Lightning Enterprise or Lightning Enterprise + NPSP and that the free trial period is for 30 days, the consultant can effectively plan and execute the initial phases of the project.

References:

Salesforce.org Trial Experiences Information

Salesforce Nonprofit Success Pack (NPSP) Documentation

When the system administrator notices a scheduled skew job but does not remember scheduling it, the best course of action is to view the Setup Audit Trail. This will help determine the origin and purpose of the job. Here’s how to do it:

Navigate to Setup:

Click on the gear icon in the top right corner of Salesforce.

Select "Setup".

Access the Setup Audit Trail:

In the Quick Find box, type "Setup Audit Trail".

Click on "View Setup Audit Trail".

Review the Audit Trail:

The Setup Audit Trail logs changes made to your Salesforce configuration, including scheduled jobs.

Look for entries related to the creation or modification of scheduled jobs.

Identify who created the job, when it was created, and any additional details provided in the log.

Determine Next Steps:

Based on the information found in the audit trail, decide whether the job is necessary.

If the job is not needed, it can be deleted. If it is essential, ensure that it is documented and understood.

References:

Salesforce Documentation: Monitor Setup Changes

Salesforce Trailhead: Monitor Changes in Your Org

For tracking job seeker engagements and assigning them to case managers:

Enable web-to-case: This allows job seekers to submit inquiries via web forms, which automatically create cases in Salesforce.

Customize cases: Modify the case object to track specific engagement details from start to finish.

Assignment rules: Set up rules to automatically assign cases (job seekers) to appropriate case managers based on predefined criteria (e.g., job seeker's needs, case manager's workload).

This solution provides a structured way to handle multiple engagement channels (phone, web, email) and ensures that each job seeker is assigned a case manager for personalized support.

References:

Salesforce Help: Setting Up Web-to-Case

Salesforce Trailhead: Service Cloud for Nonprofits

When a system administrator attempts to delete a Household Account record that has Contacts with Recurring Donations, Relationships, and closed/won donations, Salesforce will display an error message due to the presence of closed/won donations associated with the Account record.

Log in to Salesforce: Access the Salesforce org where NPSP is installed.

Navigate to the Household Account:

Go to the Accounts tab and locate the Household Account record.

Attempt to Delete the Account:

Try to delete the Household Account record.

Salesforce will prevent the deletion and display an error message because there are closed/won donations linked to this Account.

Review Associated Records:

Check for closed/won Opportunities and other related records that are preventing deletion.

If necessary, consider reassigning or archiving these records instead of deleting the Household Account.

This safeguard ensures data integrity by preventing the loss of critical financial records.

To ensure that the Donor Advised Fund (DAF) receives credit for donations, using Account Soft Credits is the best approach. Here’s how to set this up:

Navigate to NPSP Settings:

Go to Setup.

In the Quick Find box, type "NPSP Settings" and select it.

Configure Soft Credits:

In NPSP Settings, navigate to "Donations" -> "Soft Credits".

Ensure that soft credits are enabled for Accounts and Contacts.

Add Soft Credits on Opportunities:

When entering a donation, go to the Opportunity record.

Add a new soft credit for the DAF by selecting the appropriate Account (the financial institution housing the DAF).

Specify the role as "Donor Advised Fund" or similar.

Track and Report:

Use Opportunity reports to track soft credits and generate reports showing the contributions attributed to the DAF.

Using soft credits allows the organization to properly credit the DAF for donations without altering the primary donor records.

References:

"Managing Soft Credits in NPSP" from Salesforce Help: Soft Credits

"Tracking Donor-Advised Funds" from Salesforce.org: Donor-Advised Funds

To address the VP of development's needs:

Review Existing Dashboard: Start by reviewing the existing components on the NPSP Development Forecasting dashboard. This provides a high-level view of the current giving pipeline.

Create Additional Reports: Develop new reports to track program metrics and compare them to donor histories. These new reports should capture the necessary program data.

Edit Dashboard: Modify the existing dashboard to include the new components that reflect the additional program data and metrics.

This approach leverages the existing infrastructure and enhances it to meet the organization's specific needs.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Customizing Dashboards in NPSP

To create a custom Apex class in the TDTM (Table Driven Trigger Management) framework, follow these steps:

Create the Apex Class:

In Salesforce, go to Setup.

Navigate to "Apex Classes" under "Custom Code".

Click "New" and create your custom Apex class.

Ensure the class implements the TDTM framework correctly.

Create the Test Class:

Create a corresponding test class to ensure your Apex class functions as expected.

This is essential for maintaining code coverage and passing Salesforce deployment requirements.

Create a Trigger Handler Record:

Go to the TDTM Trigger Handlers tab.

Create a new Trigger Handler record and link it to your custom Apex class.

Define the order of execution and the object the trigger applies to.

These steps ensure that your custom Apex class is correctly integrated into the TDTM framework, maintaining organized and manageable trigger logic.

References:

Salesforce NPSP Documentation: TDTM Overview

Salesforce Trailhead: Apex Basics & Database

To record the most recent Opportunity close date on Contact records and ensure the field is overwritten every time a new Opportunity meets the criteria, use NPSP Customizable Rollups:

NPSP Customizable Rollups: This feature allows users to define rollup fields that aggregate data from related objects (e.g., Opportunities) to a parent object (e.g., Contacts).

Most Recent Opportunity Close Date: Configure a rollup summary to track the most recent close date. This ensures the field on the Contact record is updated whenever a new Opportunity with a qualifying close date is added.

Using NPSP Customizable Rollups ensures the process is automated and tailored to nonprofit needs.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Customizable Rollups in NPSP

Under the Household Account model in Salesforce NPSP, a Contact's Account represents where they live, essentially their Household. The Primary Affiliation, on the other hand, indicates where they work or are affiliated professionally.

Household Account:

This is used to group individuals living at the same address into a single account.

All contacts associated with a Household share the same Account record, representing their home address and family unit.

Primary Affiliation:

This is a special relationship field in NPSP that links a Contact to an Organization or company where they work or have a significant relationship.

It allows nonprofits to track where their constituents are employed or connected professionally, separate from their residential information.

References:

CertGod Nonprofit Cloud Consultant Guide

To ensure that the status for a Campaign Member on a fundraising campaign is automatically updated when a donation is received from that Contact, the Automatic Campaign Member Management feature in NPSP can be used. Here’s how to enable and configure it:

Navigate to NPSP Settings:

Go to Setup.

In the Quick Find box, type "NPSP Settings" and select it.

Enable Automatic Campaign Member Management:

In the NPSP Settings, navigate to "Donations".

Find the "Automatic Campaign Member Management" section.

Enable this feature by checking the corresponding box.

Configure the Settings:

Define the criteria for when and how Campaign Member statuses should be updated. For example, you can specify that the status should change to "Responded" when a donation is received.

Save Settings:

Save the changes to activate the automatic updates.

This setup ensures that Campaign Member statuses are updated automatically based on the criteria defined, reducing manual effort and improving accuracy.

References:

"Automatic Campaign Member Management" from Salesforce Help: Automatic Campaign Member Management

"NPSP Settings Overview" from Salesforce.org: NPSP Settings

For suggesting new features in NPSP, the recommended resource is:

Power of Us Hub: This is a community platform specifically for Salesforce.org customers. It includes forums, idea exchanges, and collaboration spaces where nonprofit users can suggest and discuss new features for NPSP.

The Power of Us Hub is the central place for engaging with the Salesforce nonprofit community and influencing future product development.

References:

Power of Us Hub

Salesforce Trailhead: Engaging with the Salesforce Nonprofit Community

The most efficient way to install NPSP in an existing Salesforce organization is to use the NPSP Installer. Here’s how to do it:

Access the NPSP Installer Page:

Go to the NPSP Installer page: NPSP Installer

This page provides the latest version of NPSP and installation instructions.

Initiate the Installation:

Click on the installation link for the latest NPSP version.

Log in to your Salesforce org where you want to install NPSP.

Follow the Installation Wizard:

Follow the prompts in the installation wizard to complete the installation.

Choose the appropriate options based on your organization’s needs (e.g., data model selection, configurations).

Complete Post-Install Instructions:

After installation, follow the post-install instructions provided in the documentation. This might include configuring NPSP settings, setting up users, and data import processes.

By following these steps, you can ensure that NPSP is correctly installed and configured in your Salesforce organization.

References:

"Installing NPSP" from Salesforce.org: Installing NPSP

"Post-Install Configuration" from Salesforce Help: Post-Install Configuration

Lightning Flow in Salesforce is a powerful declarative tool that allows users to automate business processes and create guided visual experiences. This tool is specifically designed for process automation and can help nonprofits streamline routine activities without requiring any coding knowledge. Here are the steps to use Lightning Flow for automating processes:

Access Lightning Flow Builder:

Navigate to Setup.

In the Quick Find box, type "Flows" and select "Flows" under Process Automation.

Create a New Flow:

Click "New Flow".

Choose the type of flow you want to create. For automating routine activities, "Screen Flow" or "Scheduled-Triggered Flow" might be appropriate.

Design the Flow:

Use the drag-and-drop interface to add elements like screens, decisions, assignments, and loops.

Configure each element to define the process logic.

Set Entry Conditions and Actions:

Define the trigger for the flow (e.g., record creation, updates, scheduled times).

Specify the actions to be taken (e.g., create/update records, send emails, call Apex classes).

Test the Flow:

Before activating the flow, use the Debug mode to test and ensure it works as expected.

Activate the Flow:

Once tested, activate the flow so it starts running based on the defined conditions.

References:

"Get Started with Automation Tools" from Salesforce Help: Salesforce Automation

"Salesforce Flow for Nonprofits" from Salesforce.org: Salesforce.org Guide

When installing NPSP (Nonprofit Success Pack) in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature, the consultant should create a Membership Opportunity record type. This step is crucial because it allows the organization to effectively track and manage membership-related opportunities distinctly from other types of opportunities.

Steps:

Log in to Salesforce: Access the Salesforce org where NPSP will be installed.

Navigate to Object Manager: Go to Setup and search for "Object Manager".

Select Opportunity Object: From the Object Manager, select the Opportunity object.

Create a New Record Type:

Click "Record Types" under the Opportunity object.

Click "New" to create a new record type.

Enter "Membership" as the Record Type Label.

Provide a description such as "Record type for tracking membership opportunities".

Select the existing record type to clone from (e.g., "Master").

Assign this record type to appropriate profiles.

Click "Save".

Customize Page Layouts: Assign and customize page layouts for the new Membership record type as needed.

Verify and Test: Ensure that the Membership record type is correctly set up by creating a test membership opportunity.

References:

CertGod Nonprofit Cloud Consultant Guide

To track various funds and report on restricted donations, General Accounting Units (GAUs) in NPSP should be used. Here’s a step-by-step guide:

Set Up General Accounting Units (GAUs):

Navigate to the App Launcher and search for "General Accounting Units".

Create GAUs:

Create new GAU records for each fund you need to track.

Provide names and descriptions that clearly identify each fund.

Link GAUs to Donations:

When creating or updating an Opportunity (donation), scroll to the GAU Allocations section.

Allocate the donation amount to the relevant GAU(s). This ensures that each donation is correctly attributed to the specific fund.

Run Reports on GAU Allocations:

Create reports that include GAU Allocation data to see how funds are being utilized and to ensure that restricted donations are tracked correctly.

Automate Allocations (Optional):

Use NPSP settings to define default GAU allocations for specific types of donations to automate this process.

By using GAUs, the nonprofit can effectively manage and report on restricted funds, ensuring compliance and transparency.

References:

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Overview

To send a mailing to all clients and track who was sent the invitation and who responded, you should use Campaigns in NPSP. Here’s how to set it up:

Create a Campaign:

Navigate to the Campaigns tab.

Click "New Campaign" and fill out the necessary details such as Campaign Name (e.g., "Workforce Development Program Invite").

Filter List View for Clients:

Go to the Contacts tab.

Create a new list view or filter an existing one to include only clients. This might include adding filters for criteria that identify clients, such as specific Account Record Types or custom fields.

Add Contacts to Campaign:

Select all the clients in the list view.

Use the "Add to Campaign" button to add these Contacts to the previously created Campaign.

Track Responses:

After sending the invitations, track responses by updating the Campaign Member Status. This can be done manually or through an automated process if you have integrated email tracking.

Create a Campaign Report:

Go to the Reports tab.

Create a new report using the "Campaigns with Campaign Members" report type.

Filter the report to show the specific Campaign and the statuses of the Campaign Members (e.g., "Sent", "Responded").

This process ensures that the nonprofit can track who the invitations were sent to and who has responded, providing a clear view of the engagement for the workforce development program.

References:

"Campaign Management in NPSP" from Salesforce Help: Campaign Management

"Creating and Managing Campaigns" from Salesforce.org: Campaigns Guide

To ensure that donors receive credit for new donations, the automatic Opportunity Contact Role hard credit value should be configured in NPSP Settings. Here’s how to do it:

Navigate to NPSP Settings:

Go to the App Launcher and search for "NPSP Settings".

Access Donations Settings:

Under NPSP Settings, select "Donations".

Click on "Opportunity Contact Roles".

Configure Default Contact Role:

Set the default Contact Role for Opportunities to ensure that the primary donor is automatically assigned the correct role.

This role typically is "Primary Donor" or "Donor".

Verify and Save:

Ensure that the configuration is correct and save the changes.

This setup ensures that when new donations are imported or entered, the primary donor receives the appropriate hard credit automatically, maintaining accurate donor credit records.

References:

Salesforce NPSP Documentation: Opportunity Contact Roles

Salesforce Trailhead: Manage Donations in NPSP

To track website visitors who download white papers, case studies, and impact reports, and subsequently pursue them as constituents, Pardot is the recommended solution. Pardot provides robust marketing automation features that can effectively manage and nurture leads. Here’s how to set it up:

Install Pardot:

Purchase Pardot and install it in your Salesforce org.

Configure Pardot Tracking:

Add Pardot tracking code to your website.

This code will track visitor behavior, including downloads of white papers, case studies, and impact reports.

Create Pardot Forms and Landing Pages:

Use Pardot to create forms and landing pages for visitors to fill out before they can download the assets.

These forms will capture visitor information and automatically create a prospect in Pardot.

Set Up Automation Rules:

Create automation rules in Pardot to add prospects to specific lists based on their behavior.

For example, create a rule to add a prospect to a "White Paper Download" list if they download a white paper.

Sync Pardot with Salesforce:

Ensure that Pardot is integrated with Salesforce to sync prospects as leads or contacts.

Use Salesforce campaigns to track these leads and monitor their progress.

Nurture Leads:

Use Pardot’s email marketing and nurturing capabilities to engage with these leads.

Track their interactions and score them based on their engagement to prioritize follow-ups.

By using Pardot, the nonprofit can efficiently track and engage website visitors, converting them into valuable constituents.

References:

Salesforce Pardot Documentation: Pardot Tracking Code

Salesforce Trailhead: Marketing Automation with Pardot

When setting up a sandbox strategy for a nonprofit implementation project involving two major development initiatives, it is essential to use separate sandboxes for different purposes. The key purposes include Quality Assurance, Staging, and Development. Here’s why:

Quality Assurance (QA):

QA sandboxes are used to test new features and functionalities to ensure they work as expected.

This environment helps identify and fix bugs before the changes are moved to production.

Staging:

A staging sandbox is a replica of the production environment.

It is used for final testing and validation of new features, configurations, and data migrations.

Ensures that everything works correctly in an environment that closely mimics production.

Development:

Development sandboxes are used by developers to build and test new features.

Each developer can have their own sandbox to avoid conflicts with others’ work.

Using separate sandboxes for these purposes ensures a clear and organized development process, reduces the risk of conflicts, and helps maintain a stable production environment.

References:

Salesforce Documentation: Sandbox Types and Templates

Salesforce Trailhead: Developing in Sandboxes

To help the executive director understand the overall summary of individuals engaged with the organization across multiple channels, creating a Campaign Hierarchy is the most effective solution. Here’s how to do it:

Create Campaigns for Each Channel:

Navigate to the Campaigns tab.

Create separate Campaigns for donations, volunteer shifts, and event attendance.

Use meaningful names to easily identify the Campaigns.

Build the Campaign Hierarchy:

Within each Campaign, specify a parent Campaign if applicable to create a hierarchy.

For example, an overarching "Engagement 2024" Campaign can have child Campaigns for donations, volunteer shifts, and events.

Associate Campaign Members:

Add relevant individuals to each Campaign as Campaign Members.

Ensure that each Campaign Member record reflects the individual's engagement in that specific channel.

Reporting on Campaign Hierarchy:

Create reports to summarize engagement across the Campaign hierarchy.

Use filters and grouping to display the number of people associated with each type of engagement by channel.

This approach provides a clear and organized view of individual engagement across various activities, making it easy to track and report on overall engagement.

References:

Salesforce NPSP Documentation: Campaign Management

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Campaigns

To transition from Person Accounts to the Household Account model in NPSP and avoid interacting with Person Accounts, the recommended approach is to migrate to a new Salesforce NPSP org. Here’s how:

Apply for a New Salesforce NPSP Org:

Contact Salesforce to apply for a new NPSP org.

Ensure the organization qualifies for the NPSP and request the necessary licenses.

Request License Transfer:

Work with Salesforce support to transfer existing licenses from the current org to the new NPSP org.

Export Data from Current Org:

Export all Person Account data, including Contacts, Accounts, Opportunities, and any other relevant records.

Use Salesforce Data Loader or another export tool to ensure a complete data export.

Prepare Data for Import:

Clean and prepare the exported data for import into the new org.

Map Person Account data to the appropriate fields in the Household Account model.

Import Data into New NPSP Org:

Use the NPSP Data Importer or Data Loader to import the cleaned data into the new org.

Ensure that all relationships and references are correctly mapped and maintained during the import process.

This method ensures a clean transition to the Household Account model without the complications of dealing with Person Accounts in the original org.

References:

Salesforce NPSP Documentation: Account Models

Salesforce Trailhead: Data Import Strategies

When using the NPSP Data Importer for Contacts, if some Account records are not being automatically created, the consultant should check:

Required Fields in the Import: Ensure that all required fields for creating an Account are included in the data import file. Missing required fields can prevent Account creation.

Required Fields on the Account: Verify that the Account object does not have custom required fields that are not being populated by the import process. Custom fields marked as required at the field level or in page layouts can block record creation if not provided.

Checking these factors ensures that the import process has all the necessary information to create Account records successfully.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Importing Data with NPSP Data Importer

To efficiently enter and de-duplicate donor information received from a vendor's monthly spreadsheet, the NPSP Data Importer is the recommended tool. This tool helps in importing data and associating individuals with Opportunities and Campaigns while handling deduplication. Here’s how to do it:

Prepare the Spreadsheet:

Ensure the spreadsheet contains columns for donor information, donation amounts, and solicitation campaign details.

Access NPSP Data Importer:

Go to the App Launcher.

Search for and open "NPSP Data Importer".

Configure the Data Importer:

Map the columns in your spreadsheet to the corresponding fields in Salesforce, such as Contact, Opportunity, and Campaign fields.

Ensure the NPSP Data Importer settings are configured to check for duplicates based on criteria like email or name.

Upload the Spreadsheet:

Upload the prepared spreadsheet to the NPSP Data Importer.

Review and confirm the data mapping.

Run the Import:

Run the import process.

The Data Importer will create new records and update existing ones, associating Opportunities with Contacts and linking them to the appropriate Campaigns.

Verify and Clean Up:

Use the NPSP Contact Merge tool to handle any potential duplicates that might have been missed.

Verify that all data has been imported correctly.

References:

"NPSP Data Importer" from Salesforce Help: NPSP Data Importer

"Managing Duplicates with NPSP" from Salesforce.org: Managing Duplicates

When encountering an error at run time indicating that a record couldn't be updated during a Customizable Rollup operation, it is often due to validation rules on the target field that prevent the update.

Check the Target Field for Validation Rules:

Navigate to Setup > Object Manager.

Select the object that contains the target field.

Go to Fields & Relationships and find the target field.

Review any validation rules associated with this field to ensure they are not causing the update to fail.

Modify or Disable Validation Rules:

If a validation rule is causing the issue, consider modifying it to allow updates during the rollup operation.

Alternatively, temporarily disable the validation rule, perform the rollup operation, and then re-enable the validation rule.

Test the Rollup Operation:

After addressing any validation rules, rerun the Customizable Rollup operation to ensure that the error is resolved.

Monitor the operation to confirm that the updates are processed correctly without triggering validation errors.

By ensuring that validation rules on the target field do not interfere with the rollup operation, the consultant can resolve the error and ensure smooth data processing.

References:

CertGod Nonprofit Cloud Consultant Guide

Using Case Hierarchy is the best way to relate Cases for the same client to each other in Salesforce. This allows the organization to see the connection between various Cases and manage them effectively. Here’s how to set it up:

Enable Case Hierarchy:

Ensure that the Case Hierarchy feature is enabled in your Salesforce org. This is typically enabled by default.

Create Parent and Child Cases:

When creating or editing a Case, you can specify a parent Case using the "Parent Case" lookup field.

For each new Case related to the same client, select the main Case as the parent.

View Case Hierarchy:

On the Case record page, click on "View Hierarchy" to see all related Cases in a hierarchical view.

This allows you to easily track and manage all Cases related to a specific client.

By using Case Hierarchy, you can maintain a clear structure of all Cases related to a client and ensure they are appropriately connected and managed.

References:

"Case Hierarchies" from Salesforce Help: Case Hierarchies

"Managing Cases in NPSP" from Salesforce.org: Case Management

To ensure that the membership rollups in NPSP work properly, the following settings need to be configured:

Check that the Membership Record Type is Selected for Membership Rollups:

Go to NPSP Settings.

Navigate to "Settings" -> "Donations" -> "Customizable Rollups".

Ensure that the membership record type is selected and configured to be included in the rollups. This allows NPSP to aggregate membership data correctly.

Ensure there is an Opportunity Record Type Set Up for Memberships:

Navigate to Setup -> Object Manager -> Opportunity.

Ensure there is a specific record type for memberships (e.g., "Membership Opportunity").

Configure this record type with the necessary fields and settings specific to membership tracking.

By ensuring these configurations are in place, NPSP can properly roll up membership data and provide accurate metrics for the organization.

References:

"Customizable Rollups in NPSP" from Salesforce Help: Customizable Rollups

"Setting Up Opportunity Record Types" from Salesforce.org: Opportunity Record Types

To track all donations that go to a specific, designated fund, the consultant should create a GAU Allocation record for the designated fund. Here’s how to set it up:

Create GAU Records:

Navigate to the App Launcher and search for "General Accounting Units".

Create a new GAU record for each designated fund.

Link Donations to GAUs:

When entering or importing donations (Opportunities), use the GAU Allocation section to allocate the donation amount to the relevant GAU.

Specify the amount or percentage of the donation that should be allocated to each GAU.

Set Up GAU Allocation:

In the Opportunity record, scroll to the GAU Allocations related list.

Click "New" to create a new GAU Allocation.

Select the appropriate GAU and enter the allocation amount.

Reporting on GAUs:

Create reports to track donations by GAU.

Use the GAU Allocation object in your report to filter and summarize donations by designated funds.

By using GAU Allocations, the nonprofit can effectively manage and report on restricted funds, ensuring that donations are tracked according to donor intent.

References:

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Manage General Accounting Units (GAUs)

Creating a Campaign hierarchy is the most effective way to track funding for projects and monitor year-over-year goals in Salesforce. Campaign hierarchies allow for organizing campaigns in a structured manner, making it easy to roll up data and track progress across different levels. Here’s how to set this up:

Create Parent Campaigns for Years:

For each year, create a parent campaign. For example, "2023 Projects" and "2024 Projects".

Create Sub-Campaigns for Projects:

Under each yearly parent campaign, create sub-campaigns for each project. For instance, "2023 Projects" can have sub-campaigns like "Project A", "Project B", etc.

Link Sub-Campaigns to Parent Campaigns:

Use the Parent Campaign lookup field to link each project campaign to its respective year campaign. This establishes the hierarchy.

Track Goals and Progress:

Use Campaign fields to set goals and track actual amounts. Fields like "Campaign Member Status", "Amount Raised", and custom fields can be used to track the funding and progress.

Use roll-up summary fields to aggregate data from sub-campaigns to parent campaigns.

Reporting and Dashboards:

Create reports and dashboards to monitor the progress of each project and year-over-year comparisons. Use the Campaign Hierarchy feature in reports to show aggregated data.

By setting up a Campaign hierarchy, the foundation can easily track the funding, manage goals, and compare progress year-over-year.

References:

"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies

"Managing Campaigns in NPSP" from Salesforce.org: Managing Campaigns

To track nested campaigns effectively, Salesforce Campaign Hierarchies can be utilized. Here are the steps to set this up:

Create Parent Campaign:

Create the top-level parent Campaign called "Friends of the Organization".

Create Sub-Campaigns:

Create sub-campaigns under the parent campaign for each hierarchical level: FY19, Capital Campaign, Annual Fund, Digital Donations, and Mobile.

Link each sub-campaign to its parent campaign using the Parent Campaign lookup field.

Configure Campaign Hierarchy Settings:

Ensure the Campaign Hierarchy settings are configured to allow for the desired depth of nested campaigns.

Track Campaign Performance:

Use Campaign Hierarchy reports to track the performance of each campaign within the hierarchy.

Analyze metrics such as total donations, engagement, and conversion rates at each level.

By creating a structured Campaign Hierarchy, the nonprofit can effectively track and manage complex campaign structures, gaining insights into performance at each level of the hierarchy.

References:

"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies

"Managing Campaigns in NPSP" from Salesforce.org: Campaign Management

To allow volunteers to log their own hours in Volunteers for Salesforce, the consultant should propose setting up the Volunteers Personal Site or adding a Log Volunteer Hours section on the nonprofit’s website.

Volunteers Personal Site:

This site allows volunteers to log in and manage their hours directly within Salesforce.

Steps to Set Up:

Navigate to Setup > Sites.

Create a new site and configure it to use the Volunteers for Salesforce functionality.

Add the Volunteers Personal Site tab and configure the permissions.

Direct volunteers to use this site to log their hours.

Log Volunteer Hours Section on Website:

Create a section on the nonprofit’s website where volunteers can log their hours.

Steps to Set Up:

Design a web form that captures the volunteer's job or shift and the hours worked.

Use Salesforce Web-to-Case or Web-to-Lead to capture this data and create records in Salesforce.

Direct volunteers to this section to submit their hours.

Both solutions provide a user-friendly way for volunteers to log their hours without requiring manual entry by staff.

In the Nonprofit Success Pack (NPSP), managing various relationships such as siblings, deceased, and divorced spouses involves using the Relationship object. This object is specifically designed to track and manage the different types of personal relationships between Contacts.

Relationships in NPSP:

The Relationship object allows you to define and track various types of personal connections between Contacts.

This includes familial relationships such as siblings, as well as marital statuses such as deceased and divorced spouses.

Adding Relationships Manually:

Navigate to the Contact record where you want to add a relationship.

In the Relationships related list, click "New Relationship."

Fill out the necessary fields, including the Related Contact and the Relationship Type (e.g., Sibling, Deceased Spouse, Divorced Spouse).

Save the relationship record.

Why Manual Entry:

Manual entry ensures accuracy and allows customization for each specific relationship.

Automated or bulk processes might not accurately capture the nuances of each relationship type.

Use Cases:

For siblings, you would manually create a Relationship record linking the two sibling Contacts.

For deceased or divorced spouses, create a Relationship record and select the appropriate relationship type to reflect the status.

Benefits:

Provides a clear and structured way to manage complex personal relationships.

Enhances reporting and analysis of donor and constituent relationships.

References:

CertGod Nonprofit Cloud Consultant study guide: "Add them as Relationship entries manually"​​.

To track specific funds associated with gifts from individuals and organizations in NPSP, the consultant should create General Accounting Unit (GAU) records for each of the funds and associate them with the Opportunity by GAU Allocation record amounts.

Steps:

Log in to Salesforce: Access the Salesforce org with NPSP installed.

Create GAU Records:

Navigate to the App Launcher and search for "General Accounting Units".

Click "New" to create a new GAU record for each fund.

Fill in the necessary details such as GAU Name, Description, and any other relevant information.

Save the GAU records.

Associate GAUs with Opportunities:

Navigate to the Opportunity related to the donation.

In the Opportunity record, find the "GAU Allocations" related list.

Click "New" to create a new GAU Allocation.

Select the appropriate GAU record from the lookup field.

Enter the allocation amount and any other necessary details.

Save the GAU Allocation record.

Reporting: Use standard or custom reports to track and report on GAU Allocations for reconciliation with the finance system.

References:

CertGod Nonprofit Cloud Consultant Guide

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.

References:

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

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

For a nonprofit organization providing case management and requiring automatic scoring of clients based on various factors like age, income, and health conditions, along with automating the creation and assignment of follow-up tasks, the best combination of functions is Engagement Plans and Levels.

Engagement Plans: These are used to automate the creation of tasks and follow-up activities based on predefined templates. This feature ensures that specific tasks are generated and assigned to relevant staff members as soon as certain criteria are met.

Steps to Set Up Engagement Plans:

Navigate to the "Engagement Plans" tab in NPSP.

Create a new Engagement Plan Template, defining the tasks and follow-ups that should be created.

Specify the conditions under which this Engagement Plan should be triggered (e.g., a new client intake).

Assign the Engagement Plan to the appropriate client records.

Levels: These are used to categorize clients (or any other records) based on numeric values or other criteria. In this case, Levels can be used to automatically assign a score to each client based on their age, income, and health conditions.

Steps to Set Up Levels:

Navigate to NPSP Settings > Levels.

Create a new Level, specifying the criteria for each level (e.g., age range, income bracket, number of health conditions).

Define the actions that should be triggered when a client reaches a specific level.

By using Engagement Plans and Levels, the nonprofit can automate both the scoring of clients and the creation of follow-up tasks, ensuring a streamlined case management process.

References:

CertGod Nonprofit Cloud Consultant Guide:

When a corporate matching gift is received and the original donor did not indicate that it was to be matched, the consultant should recommend using the "Find Matched Gifts" feature. This feature helps in identifying and linking the matching gift to the original donation:

Select Find Matched Gifts: This option is available within the Nonprofit Success Pack (NPSP) and is designed to help match donations.

Click on the Find More Gifts button: This button will allow the development associate to search for and match the original donation with the corporate matching gift.

This process ensures that all matched gifts are accurately recorded and credited appropriately.

References:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Matching Gifts in NPSP