NPSP Exam: Nonprofit Cloud Solution Design (20%) ACTUAL Questions and CORRECT Answers
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Nonprofit Cloud Solution Design
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Nonprofit Cloud Solution Design
NPSP Exam: Nonprofit Cloud Solution
Design (20%) ACTUAL Questions and
CORRECT Answers
Triggers come standard with NPSP, and TDTM is the framework for managing them. -
CORRECT ANSWER- In practice, TDTM has several uses. TDTM lets you:
Disable specific pieces of code
Build your own custom cod...
NPSP Exam: Nonprofit Cloud Solution
Design (20%) ACTUAL Questions and
CORRECT Answers
Triggers come standard with NPSP, and TDTM is the framework for managing them. -
CORRECT ANSWER✔✔- In practice, TDTM has several uses. TDTM lets you:
Disable specific pieces of code
Build your own custom code that works in conjunction with NPSP
Control the order in which the code executes
Disable Specific Pieces of Code - CORRECT ANSWER✔✔- You might need to disable code
when you:
Import large sets of data (many thousands of records at once)
Integrate with external systems
Troubleshoot code errors
Create Your Own Custom Code - CORRECT ANSWER✔✔- If you're developing your own
custom Apex code or integrating an external system with Salesforce, you should familiarize
yourself with the TDTM architecture. Salesforce and many expert developers recommend
that you have only ONE trigger for each object (one for Contacts, one for Accounts, and so
on).
When you learn how to extend TDTM functionality into your code, you don't need to create
new triggers—you just use the trigger that already exists in TDTM to pass environment data
to your custom Apex classes. By using the existing TDTM infrastructure instead of creating
your own, you get the most reliable and efficient behavior as a result.
Control the Order In Which Your Code Executes - CORRECT ANSWER✔✔- Apex triggers
do not come with a way to control the order of operation but TDTM fills that gap.
,Map Recurring Donation Fields to Custom Opportunity Fields - CORRECT ANSWER✔✔-
You can use Recurring Donations Custom Field Mapping to copy custom fields from
Recurring Donation records to child Opportunity records whenever you create a new
recurring donation. You may want to do this so that details from the Recurring Donation
record appear in child Opportunity records as well for easy reference or billing.
Mapping requires that you have two fields (one on the Recurring Donation and one on the
Opportunity) of a matching type in order to create a mapping between them.
Aggregate Rollups - CORRECT ANSWER✔✔- Summarize data from multiple records and
roll it up to a target field. Aggregate Rollups are used for summing, averaging, or counting.
For example, NPSP comes with aggregate rollups for Total Gifts (summing), Average Gift
Amount (averaging), and Total Number of Gifts (counting).
Single Result Operation Rollups - CORRECT ANSWER✔✔- Copy data from a field on a
single record to the target field. These rollups are used for searching through a group of
records to find the first or last date, or finding the smallest or largest number (currency,
number, etc) and copying data from that record. Out-of-box in NPSP, you get single result
operations such as Largest Gift Amount, First Gift Date, and Last Gift Date. But, with
Customizable Rollups, you can select any field from the single Opportunity (or Payment)
result and copy it to the target object. A great example that wasn't possible before is that you
can configure a rollup to automatically copy the record ID of that found single record, and
add it to a custom lookup field on the target object (for example, a Contact or Account
record). That way you can easily click through to see the record itself (and find any
information you need)! With that lookup, you can also create cross-object formula fields to
pull any data you need from that Opportunity or Payment to the Contact or Account.
In NPSP, soft credits (including any partial soft credits) and soft credit rollups are tracked on
Contacts. - CORRECT ANSWER✔✔- With Customizable Rollups, all of the Contact Soft
Credit Rollup fields still exist, but the rollups that populate them are now defined in
Customizable Rollups. Users can edit the existing ones or create new ones.
With Customizable Rollups, we also offer the ability to roll up Account soft credits. -
CORRECT ANSWER✔✔- An Account soft credit is a credit for a donation that the Account
didn't actually make, but may have somehow influenced. For example, a Donor Advised
Fund uses a bank to manage their money. When a donation comes from the Donor Advised
Fund, the check is actually generated by the bank, so the bank gets the hard credit for the
donation. Using Account soft credits, you can ensure that the Donor Advised Fund gets a soft
credit for their donation, and you can roll up those soft credits to the Account.
, We can create Customizable Rollups that roll up all Contact level soft credits to the
Household Account. - CORRECT ANSWER✔✔- These soft credits are valuable if you want
to be able to see the total giving for an entire Household. For example, you may have major
donors that give on an annual basis, but the money is coming from a donor advised fund or
family foundation (not their personal checkbook) managed by a financial institution. Thus, all
donations come directly from that financial institution. This results in hard credits and the
majority of the rollups pointing to the financial institution (for accounting reasons), which
makes it hard to fully realize the amount of money the Contact or Household has given when
you view their records in NPSP.
Pardot
A static list consists of prospects that you build once and edit manually to make changes. A
dynamic list is rule-based and automatically updates when a prospect's data changes. -
CORRECT ANSWER✔✔- The benefit of a dynamic list is that it's created based on criteria
and updates as prospects meet or fail to meet the criteria. a dynamic list is are most helpful
when you are creating a list based on prospect data that changes often.
You can't convert a static list to a dynamic list. - CORRECT ANSWER✔✔- Use a static list
when you have no reason to remove prospects, such as a list of all prospects who complete
your Contact Us form. You can create this type of list with an automation rule. Prospects who
complete the form match the rule once and are added to the list.
You can add prospects to and remove them from a static list but not with a dynamic list.
Instead, a dynamic list refreshes constantly, adding prospects who match the criteria and
removing prospects who don't.
Here are are a few useful AppExchange apps for System Administrators: - CORRECT
ANSWER✔✔- Apsona
Demand Tools
FieldTrip
GridBuddy
The Permissioner
Lead (or demand) generation:The act of creating interest in your products or services through
marketing efforts. - CORRECT ANSWER✔✔- Visitor: An anonymous person who visits
your website and is now tracked in Pardot.
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