Salesforce Nonprofit-Cloud-Consultant - Salesforce Certified Nonprofit Cloud Consultant (SP25)

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.

https://powero fus.force.com/s/article/NPSP-Configure-Gift-Entry

Gift Entry Templates in NPSP allow for the configuration of different batch data input settings for various types of donations. This feature ensures consistency and efficiency in processing different donation batches.

Steps:

Access the Gift Entry Templates in NPSP.

Create a new template for each type of donation batch that needs to be processed.

Configure the fields and layout for each template to match the specific data requirements of each donation type.

Save and publish the templates.

Use the templates when processing donation batches to ensure consistent data entry and processing.

When setting up the process for importing lists of Contacts into Salesforce Campaigns using the NPSP Data Import tool, it is essential to consider how Campaign Members are created and matched.

Key Considerations:

Automatic Campaign Member Creation (A):

The NPSP Data Import tool will automatically create Campaign Member records for the imported Contacts with the default Member Status. This helps streamline the process of adding members to campaigns.

Exact Name Matching (D):

Existing Campaigns in Salesforce are matched by exact Name. This means that the names in the CSV files must match the names of the Campaigns in Salesforce exactly for the import process to associate Contacts with the correct Campaigns.

Steps to Set Up:

Prepare CSV Files:

Ensure that the Campaign names in the CSV files exactly match the names of the Campaigns in Salesforce.

Include all necessary fields to map Contacts to Campaign Members.

Configure NPSP Data Import:

Navigate to NPSP Settings -> Data Import.

Ensure the settings align with the import requirements, including handling duplicates and respecting duplicate matching rules if enabled.

Perform Dry Run:

Use the NPSP Data Import Dry Run feature to validate the import configuration and ensure that the Campaign Member Status and other settings are correctly applied.

To track grant lifecycles using the Nonprofit Success Pack (NPSP), you can utilize a combination of Opportunities, Payments, Deliverables, and Activities. Here’s how you can set this up:

Opportunities for Grants:

Create an Opportunity record for each grant.

Use custom fields or record types to distinguish grants from other types of Opportunities.

Payments:

Use the Payments object to track actual disbursements for each grant.

Associate Payments with the corresponding Opportunity.

Deliverables for Applications and Deadlines:

Create Deliverables (a custom object or use Tasks/Activities) to track grant applications and reporting deadlines.

Link Deliverables to the Opportunity record.

Activities for Action Assignments:

Use Tasks or Events to assign actions to staff members.

These activities can be associated with the Opportunity to keep everything organized.

By using these elements, you can have a comprehensive view of each grant’s lifecycle, from application to final reporting, including all associated payments and staff actions.

To configure NPSP to send Apex error messages to a specific system admin, you should follow these steps:

Navigate to NPSP Settings:

Go to the App Launcher in Salesforce.

Type "NPSP Settings" in the search bar and select it.

Access System Tools:

In the NPSP Settings, locate the "System Tools" section in the left-hand sidebar.

Configure Error Notifications:

Under System Tools, select "Error Notifications."

Here, you will find options to configure who receives error notifications.

Set the Specific Admin:

Find the field where you can specify the user to receive error notifications.

Enter the username or search for the specific admin user you want to receive these notifications.

Save the settings.

By following these steps, you ensure that all Apex error messages are sent only to the specified system admin, effectively managing error notifications within NPSP.

To run an enrollment report for education classes in Salesforce using the Program Management Module (PMM), the "Program Engagement" object is the most appropriate. Here are the steps to create such a report:

Understand Program Engagements:

Program Engagements track the relationship between a participant (Contact) and the program (Program) they are enrolled in. This object captures key details like enrollment status, start and end dates, and related services.

Create a Custom Report Type:

Navigate to Setup > Report Types.

Click "New Custom Report Type."

Select "Program Engagement" as the primary object.

Define the relationships with related objects such as Contacts and Programs.

Build the Enrollment Report:

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

Select the custom report type you just created.

Add relevant fields such as Participant Name (Contact), Program Name, Enrollment Status, Start Date, and End Date.

Apply filters to narrow down the report to specific classes or time periods as needed.

Customize and Save the Report:

Group the report by Program Name or Participant Name to get a clear view of enrollments.

Add summary fields to count enrollments or calculate averages if needed.

Save and run the report to view the enrollment data.

When loading a large volume of data, such as 5 million donation history records, into Salesforce, it is essential to temporarily disable TDTM (Trigger Handler Framework) to ensure the data load is successful. TDTM triggers can slow down or interrupt the data load process due to the large volume of records being processed.

Steps:

Go to Setup > Custom Metadata Types.

Select "Trigger Handlers."

For each trigger handler, uncheck the "Active" checkbox to temporarily disable it.

Perform the data load using Data Loader or another data import tool.

Once the data load is complete, re-enable the TDTM Trigger Handlers by checking the "Active" checkbox for each trigger handler.

Salesforce.org major releases are typically scheduled to follow Salesforce.com releases by about one month. This staggered release schedule allows nonprofits to prepare for updates and ensures that they can address any potential conflicts with their internal release schedules. The Salesforce.org release schedule is available on the SFDO Major Release Announcements group, which provides detailed information on upcoming releases and related resources.

Steps:

Inform the system admin that Salesforce.org releases follow Salesforce.com releases by approximately one month.

Direct the system admin to the SFDO Major Release Announcements group for the latest release schedule information.

Encourage the admin to plan internal releases accordingly to avoid conflicts with major Salesforce updates.

Stay informed about upcoming releases and leverage available resources to ensure smooth transitions.

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.

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.