Salesforce Nonprofit Cloud Consultant Exam Questions - Navigate Your Path to Success

Correct : B

To ensure a case manager can assign a group of services to a client using the Case Plan Wizard, the following configuration is required:

Program with Goals and Action Item Templates:

A program in Salesforce should be configured with defined goals and action item templates.

Goals represent the objectives for the client, and action item templates provide the specific tasks or services that need to be delivered.

Steps to Configure:

Navigate to the Program Management Module in Salesforce.

Create or update the program to include the relevant goals that outline the objectives for the clients.

Define action item templates that detail the services or tasks that will help achieve these goals.

Using the Case Plan Wizard:

The Case Plan Wizard utilizes these predefined goals and action item templates to create a structured case plan for the client.

The case manager can select the appropriate goals and action items from the templates during the case plan creation process.

By having a program with goals and action item templates configured, the nonprofit ensures that case managers can efficiently assign and manage services for their clients.

Salesforce Help: Program Management Module

Nonprofit Success Pack (NPSP) Documentation: Configuring Goals and Action Items

Correct : B, C

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.

Create an Opportunity record type for memberships:

Opportunity record types allow different types of opportunities (such as donations, memberships, etc.) to be tracked and managed separately. Creating a specific Opportunity record type for memberships ensures that these are properly categorized and can be used in rollup calculations.