Salesforce Exam Nonprofit Cloud Consultant Topic 4 Question 98 Discussion

Actual exam question for Salesforce's Nonprofit Cloud Consultant exam

Question #: 98
Topic #: 4

[All Nonprofit Cloud Consultant Questions]

A nonprofit is looking for an integrated tool that manages more than one channel for personalized journeys, triggers messages automatically to create stronger relationships, and links communications to donations it has received.

Which solution should the consultant recommend?

APSP and Experience Cloud

BNPSP and Pardot

CNPSP and Marketing Cloud

DNPSP and Social Studio

Show Suggested Answer

Suggested Answer: A, C

To ensure that Person Accounts and NPSP can coexist within the same Salesforce org, follow these configurations:

Different Household Record Type in NPSP Settings:

Navigate to NPSP Settings.

Ensure that the Household record type specified in NPSP settings is different from the Person Account record type.

This prevents conflicts and ensures that NPSP correctly distinguishes between Household Accounts and Person Accounts.

Default Record Type for Profiles of Users Converting Leads:

Go to Setup > Profiles.

Ensure that the default record type for any profiles of users who convert leads is not set to the Person Account record type.

This ensures that when leads are converted, they do not automatically become Person Accounts, which could disrupt the NPSP data model.

By following these configurations, the nonprofit can effectively manage both Person Accounts and NPSP functionalities within the same Salesforce environment.

Salesforce NPSP Documentation: NPSP Configuration.

Salesforce Person Accounts Guide: Person Accounts.

by Margart at Sep 11, 2024, 07:45 PM

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Jackie

1 months ago

Wait, is Experience Cloud even a real thing? I thought it was just a made-up answer choice to trip us up. In any case, NPSP and Marketing Cloud is the clear winner here.

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Trina

1 months ago

I'm voting for NPSP and Marketing Cloud. Integrating the nonprofit-specific features of NPSP with the powerful marketing automation and personalization of Marketing Cloud is a winning combination.

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Meghan

2 months ago

Haha, I'm pretty sure the nonprofit doesn't need to be on Social Studio. That's more for social media management, not their core donor engagement needs. NPSP and Marketing Cloud is the way to go!

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Lili

7 days ago

NPSP and Marketing Cloud seem like the best options for the nonprofit's needs.

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Chau

8 days ago

Marketing Cloud would definitely help with personalized journeys and communication.

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Justine

14 days ago

I agree, Social Studio is not the right fit for donor engagement.

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2 months ago

I think NPSP and Marketing Cloud is the best solution for managing personalized journeys and automating communications. Nonprofit organizations need a robust platform to engage with their donors effectively.

upvoted 0 times