To run an enrollment report for education classes in Salesforce using the Program Management

Module (PMM), the "Program Engagement" object is the most appropriate. Here are the steps to

create such a report:

Understand Program Engagements:

Program Engagements track the relationship between a participant (Contact) and the program

(Program) they are enrolled in. This object captures key details like enrollment status, start and end

dates, and related services.

Create a Custom Report Type:

Navigate to Setup > Report Types.

Click "New Custom Report Type."

Select "Program Engagement" as the primary object.

Define the relationships with related objects such as Contacts and Programs.

Build the Enrollment Report:

Go to the Reports tab and click "New Report."

Select the custom report type you just created.

Add relevant fields such as Participant Name (Contact), Program Name, Enrollment Status, Start

Date, and End Date.

Apply filters to narrow down the report to specific classes or time periods as needed.

Customize and Save the Report:

Group the report by Program Name or Participant Name to get a clear view of enrollments.

Add summary fields to count enrollments or calculate averages if needed.

Save and run the report to view the enrollment data.

Reference:

Salesforce Program Management Module Documentation: Detailed instructions on setting up and

using PMM for managing programs and engagements. Salesforce PMM Documentation.

For suggesting new features in NPSP, the recommended resource is:

Power of Us Hub: This is a community platform specifically for Salesforce.org customers. It includes

forums, idea exchanges, and collaboration spaces where nonprofit users can suggest and discuss new

features for NPSP.

The Power of Us Hub is the central place for engaging with the Salesforce nonprofit community and

influencing future product development.

Reference:

Power of Us Hub

Salesforce Trailhead: Engaging with the Salesforce Nonprofit Community

When preparing for an upcoming NPSP release and wanting to validate customizations, the

consultant can take the following approaches:

Test Customizations in an Updated Sandbox (A):

Update the sandbox to the latest release of NPSP.

Deploy the customizations to the updated sandbox and thoroughly test them to ensure compatibility

with the new release.

Configure a Scratch Org with NPSP Dependency and Test Customizations (D):

Set up a new scratch org using Salesforce DX and include the NPSP dependency.

Deploy the customizations to the scratch org and test them to validate their functionality with the

latest NPSP release.

Steps to Implement:

Update Sandbox:

Refresh the sandbox and ensure it is on the same version as the upcoming NPSP release.

Deploy and test the customizations in the sandbox environment.

Set Up Scratch Org:

Use Salesforce DX to create a scratch org with the necessary NPSP configurations.

Deploy the customizations to the scratch org and perform testing.

Reference:

Salesforce Developer Documentation on Sandboxes and Scratch Orgs

Salesforce Trailhead: Salesforce DX and Development Environments

To create a report that shows who the solicitor is for each donor using automated soft credits, the

system admin should use the "Opportunities with Partial Soft Credits and Contacts" report type. This

report type allows the inclusion of soft credits and the related contacts, making it possible to track

the solicitor for each donation.

Steps to Create the Report:

Choose the Report Type:

Navigate to the Reports tab and click "New Report."

Select the "Opportunities with Partial Soft Credits and Contacts" report type.

Customize the Report:

Add the necessary fields to display the solicitor, donor, and relevant opportunity information.

Use filters to refine the data as needed.

Save and Run the Report:

Save the report with an appropriate name and run it to view the results.

Reference:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Create and Customize Reports

To avoid manually entering information twice and ensure it appears on both the Opportunity record

and the Payment record, follow these steps:

Create Payment Mappings in NPSP Settings:

Navigate to NPSP Settings.

Go to "Donations" and select "Payment Mappings".

Create mappings to ensure that relevant fields from the Opportunity record are automatically

populated in the Payment record.

Create Custom Fields on the Payment Object:

Navigate to Setup.

In the Object Manager, select "Payment".

Click on "Fields & Relationships".

Create custom fields that correspond to the Opportunity fields you want to map.

Ensure the field types match those on the Opportunity object to facilitate accurate data transfer.

These steps automate the data transfer between Opportunities and Payments, reducing manual

entry and ensuring consistency across records.

Reference:

Salesforce NPSP Documentation: Payment Mappings

Salesforce Trailhead: Custom Fields

(wrong),b(wrong), a(if d is wrong then a is also wrong),So Option C

https://help.salesforce.com/s/articleView?id=000358792&type=1

When using Advanced Mapping for data imports in Salesforce Nonprofit Success Pack (NPSP), it is

essential to understand that the target objects must be NPSP objects. Advanced Mapping is designed

specifically to enhance the data import capabilities within NPSP by allowing detailed mapping

configurations that align with NPSP's data model.

Key Considerations:

NPSP Specific: Advanced Mapping is tailored for NPSP objects, ensuring that data is correctly mapped

and imported into the NPSP-specific fields and objects.

Enhanced Data Import: This feature allows for more precise data import, reducing the likelihood of

errors and ensuring data integrity.

Steps for Using Advanced Mapping:

Navigate to NPSP Settings:

Go to NPSP Settings -> Data Import -> Advanced Mapping.

Configure Mapping:

Set up mappings between source data fields and target NPSP object fields.

Ensure that the target fields align with the NPSP data model requirements.

Perform Data Import:

Use the NPSP Data Importer to upload and import the data using the configured mappings.

Reference:

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Configure Advanced Mapping for NPSP Data Import

Lightning Flow in Salesforce is a powerful declarative tool that allows users to automate business

processes and create guided visual experiences. This tool is specifically designed for process

automation and can help nonprofits streamline routine activities without requiring any coding

knowledge. Here are the steps to use Lightning Flow for automating processes:

Access Lightning Flow Builder:

Navigate to Setup.

In the Quick Find box, type "Flows" and select "Flows" under Process Automation.

Create a New Flow:

Click "New Flow".

Choose the type of flow you want to create. For automating routine activities, "Screen Flow" or

"Scheduled-Triggered Flow" might be appropriate.

Design the Flow:

Use the drag-and-drop interface to add elements like screens, decisions, assignments, and loops.

Configure each element to define the process logic.

Set Entry Conditions and Actions:

Define the trigger for the flow (e.g., record creation, updates, scheduled times).

Specify the actions to be taken (e.g., create/update records, send emails, call Apex classes).

Test the Flow:

Before activating the flow, use the Debug mode to test and ensure it works as expected.

Activate the Flow:

Once tested, activate the flow so it starts running based on the defined conditions.

Reference:

"Get Started with Automation Tools" from Salesforce Help: Salesforce Automation

"Salesforce Flow for Nonprofits" from Salesforce.org: Salesforce.org Guide

To search for volunteers with specific skills and availability using Volunteers for Salesforce:

Use the Find Volunteers Tab:

Navigate to the Volunteers for Salesforce application within Salesforce.

Click on the "Find Volunteers" tab.

Fill in the Volunteer Criteria:

In the search form, enter the desired values for Volunteer Status, Volunteer Availability, and

Volunteer Skills.

For this scenario, enter "Landscaping" in the Volunteer Skills field and specify the desired availability

timeframe in the Volunteer Availability field.

Execute the Search:

Click on the "Search" button to find volunteers that match the specified criteria.

Select Volunteers:

Review the list of volunteers returned by the search.

Select the volunteers that are available at the given time and have the required landscaping skills.

This method ensures that the volunteer manager can efficiently find and assign volunteers to shifts

based on their skills and availability.

Reference:

Volunteers for Salesforce documentation on finding and managing volunteers

CertGod Nonprofit Cloud Consultant guide​

To ensure that a subset of users can fully access the government-issued personal identification

numbers stored in encrypted fields on Contact records, you must enable the "View Encrypted Data"

permission in a permission set. This permission allows users to see the actual encrypted data instead

of a masked value.

Steps to Enable:

Create or Edit a Permission Set:

Navigate to Setup -> Permission Sets.

Create a new permission set or edit an existing one.

Enable View Encrypted Data:

In the permission set, go to System Permissions.

Enable the "View Encrypted Data" permission.

Assign Permission Set:

Assign the permission set to the appropriate users who need to access the encrypted data.

Reference:

Salesforce Help: Encrypt Custom Fields

Salesforce Trailhead: Data Security and Encryption

Salesforce.org major releases are typically scheduled to follow Salesforce.com releases by about one

month. This staggered release schedule allows nonprofits to prepare for updates and ensures that

they can address any potential conflicts with their internal release schedules. The Salesforce.org

release schedule is available on the SFDO Major Release Announcements group, which provides

detailed information on upcoming releases and related resources.

Steps:

Inform the system admin that Salesforce.org releases follow Salesforce.com releases by

approximately one month.

Direct the system admin to the SFDO Major Release Announcements group for the latest release

schedule information.

Encourage the admin to plan internal releases accordingly to avoid conflicts with major Salesforce

updates.

Stay informed about upcoming releases and leverage available resources to ensure smooth

transitions.

Reference:

CertGod Nonprofit Cloud Consultant Guide: Provides information on the release schedules and

where to find them​​.

Salesforce.org Major Release Announcements Group: Source for detailed release schedules and

updates.