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Salesforce Exam Nonprofit Cloud Consultant Topic 1 Question 103 Discussion

Actual exam question for Salesforce's Nonprofit Cloud Consultant exam
Question #: 103
Topic #: 1
[All Nonprofit Cloud Consultant Questions]

A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available. The gift officer wants to add donors to a Campaign from a report. What should the consultant recommend?

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Suggested Answer: B

To test new Nonprofit Cloud features coming out in the upcoming Salesforce release, follow these steps:

Identify the Sandbox Preview Period:

Salesforce announces preview periods before major releases. Check the Salesforce release calendar for the dates.

Refresh a Preview Instance Sandbox:

During the sandbox preview period, refresh one of your sandboxes. Ensure that you refresh an existing sandbox that is on a preview instance, or create a new sandbox if needed.

Verify the Sandbox Instance:

Make sure your sandbox is on a preview instance. Salesforce typically migrates sandboxes to preview instances for testing new features.

Test New Features:

Once the sandbox is refreshed, you can start testing the new Nonprofit Cloud features that will be included in the upcoming release.

Use the Release Notes and documentation provided by Salesforce to guide your testing.

This process allows you to evaluate new features before they are available in your production environment, ensuring a smooth transition and allowing time to address any potential issues.


Salesforce Sandbox Preview Guide: Sandbox Preview Instructions.

by Billye at Sep 15, 2024, 08:44 AM

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Curt
1 months ago
I'm going to have to go with option B. Creating a joined report seems like the most elegant solution, even if it's a bit more technical.
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Shawn
2 months ago
Ha! I bet the person who wrote this question has never had to deal with Salesforce data management. Option D is like wishing for a unicorn to solve all your problems.
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Lettie
3 days ago
C: Create a report type that includes Contacts such as the Opportunities with Contact Roles report type
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Wilson
5 days ago
B: Create a joined report with Opportunities and Campaigns
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Phillip
7 days ago
A: Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard
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Kimi
2 months ago
Option A sounds like a lot of manual work, but it might be the only way to get the job done. Exporting and importing data can be a real pain.
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Jamal
10 days ago
Yeah, it seems like Option A might be the best bet here. It's definitely a bit of manual work, but it should get the job done.
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Dexter
24 days ago
C) Create a report type that includes Contacts such as the Opportunities with Contact Roles report type
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Antonette
25 days ago
A) Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard
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Xuan
2 months ago
I'm not sure, but adding the 'Add to Campaign' button to the report type could also work, right?
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Kimberely
2 months ago
I think option C is the way to go. Creating a report type that includes Contacts seems like the most straightforward solution.
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Queen
29 days ago
Exporting the Opportunity report results and importing the list of donors as Campaign Members using the Data Import Wizard could also work.
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Geoffrey
1 months ago
I agree, option C does seem like the most straightforward solution.
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Julianna
2 months ago
I agree with Keneth, exporting the Opportunity report results and importing the list of donors as Campaign Members seems like the best solution.
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Keneth
3 months ago
I think the consultant should recommend option A.
upvoted 0 times
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