Salesforce Exam Nonprofit Cloud Consultant Topic 6 Question 107 Discussion

Actual exam question for Salesforce's Nonprofit Cloud Consultant exam

Question #: 107
Topic #: 6

[All Nonprofit Cloud Consultant Questions]

A nonprofit has its organization-wide sharing settings for all objects set to Private and is using Program Management Module to track Service Deliveries. A subset of Service Delivery records should be visible to selected staff.

How should a consultant meet this requirement?

ACreate and assign a new profile.

BUpdate default sharing to Public Read/Write.

CCreate a criteria-based sharing rule.

DUpdate the assigned Permission Set.

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 Elly at Jan 13, 2025, 11:06 AM

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Dominque

1 months ago

I bet the consultant wishes they had a 'Share with the Cool Kids' button to make this easier.

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Genevive

1 months ago

A) Creating a new profile could work, but it seems like a lot of extra work when a sharing rule could do the trick.

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Jolanda

5 days ago

C) Creating a new profile could work, but it seems like a lot of extra work when a sharing rule could do the trick.

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Audra

10 days ago

B) Update default sharing to Public Read/Write.

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Doyle

19 days ago

A) Create a criteria-based sharing rule.

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Yan

2 months ago

Option B) is a bit risky, as it would make all objects public, which might not be the desired behavior.

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Donte

23 days ago

D: Updating the assigned Permission Set might be a good solution as well.

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Clarence

29 days ago

C: Creating a new profile and assigning it to the selected staff could also work.

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Lazaro

1 months ago

B: I agree, that way we can control which Service Delivery records are visible to selected staff.

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Angelyn

2 months ago

A: I think creating a criteria-based sharing rule would be the best option.

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Elenora

2 months ago

D) Updating the assigned Permission Set could also work, but it might be overkill if you only need to share a subset of the records.

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Leigha

1 months ago

C) Create a criteria-based sharing rule.

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Elfrieda

2 months ago

A) Create and assign a new profile.

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Thora

2 months ago

C) Create a criteria-based sharing rule seems like the best approach to selectively share the Service Delivery records without changing the organization-wide settings.

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