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A nonprofit's system admin has seen this error message multiple times:
Npsp,TDTMCContact:execution of AfterUpdate caused by : System,SObjectException:Invalid field gender_c Contect (npsp)
How should the admin troubleshoot this?
Answer : A
To troubleshoot the error message 'Npsp,TDTMCContact
of AfterUpdate caused by : System,SObjectException
field gender_c Contact (npsp),' the admin should:
Check for Invalid Values:
The error indicates that there might be invalid values in the gender field on Contact records.
Review the values in the gender field across the Contact records to ensure they conform to the expected values (e.g., Male, Female, Non-binary).
Steps to Verify and Correct Values:
Use Salesforce reports or data export tools to extract Contact records with gender values.
Check for any discrepancies or invalid entries.
Correct the invalid values by updating the records with appropriate values.
Review Field Mappings and Settings:
Ensure that any field mappings related to the gender field in Relationship settings or Reciprocal Relationships are correctly configured.
By ensuring the gender field values are valid, the admin can resolve the error and ensure smooth execution of the after-update trigger.
Salesforce Help: Managing Custom Fields
Nonprofit Success Pack (NPSP) Documentation: Relationship and Gender Field Settings
A nonprofit wants to run an enrollment report for its education classes.
Which Program Management Module object should the consultant use to build the report?
Answer : B
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.
Salesforce Program Management Module Documentation: Detailed instructions on setting up and using PMM for managing programs and engagements. Salesforce PMM Documentation.
A nonprofit receives grants so it can offer scholarships to students who attend the nonprofit*s community training programs.
Answer : B
To track grants, scholarships, and training programs in Salesforce for a nonprofit, you should use a combination of the Program Management Module (PMM), Outbound Funds Module (OFM), and Education Data Architecture (EDA). Here's how to set it up:
Track Grants with PMM:
Use the Program Management Module to manage the grants your nonprofit receives.
Create Program records for each grant and link them to the related donor accounts.
Track details such as grant amount, application status, and reporting requirements using custom fields or standard fields in PMM.
Track Scholarships with OFM:
Install and configure the Outbound Funds Module to manage scholarships.
Create Funding Programs for different types of scholarships.
Use the Funding Requests object to track individual scholarship applications and awards, linking them to the recipients (Contacts).
Track Training Programs with EDA:
Implement the Education Data Architecture to manage training programs.
Create Program records for each training program.
Use the Course Connections object to link participants (Contacts) to the training programs and track their progress.
Integrate and Report:
Use Salesforce's reporting tools to create integrated reports across these modules.
For example, you can create a report that shows the total grants received, scholarships awarded, and participants enrolled in training programs.
Salesforce Program Management Module Documentation: PMM Documentation.
Salesforce Outbound Funds Module Documentation: OFM Documentation.
Salesforce Education Data Architecture Documentation: EDA Documentation.
A nonprofit wants to send messages to Contacts stored in NPSP based on their connections to the nonprofit's corporate funders.
Which object should be connected with Contacts in a report type to meet this requirement?
Answer : D
To send messages to Contacts stored in the Nonprofit Success Pack (NPSP) based on their connections to the nonprofit's corporate funders, use the Affiliations object. Here's how to set it up:
Understand Affiliations:
Affiliations in NPSP track the relationships between Contacts and Accounts. They can indicate if a Contact is associated with a corporate funder.
Set Up Affiliations:
Ensure that all Contacts have their Affiliation records properly set up, linking them to the appropriate corporate funder Accounts.
Create a Custom Report Type:
Navigate to Setup > Report Types.
Create a new custom report type with Affiliations as the primary object and Contacts as a related object.
Build the Report:
Go to the Reports tab and click 'New Report.'
Select the custom report type you created.
Add fields such as Contact Name, Affiliated Account Name, and any other relevant information.
Filter the report to include only those Contacts who have affiliations with corporate funders.
Send Messages:
Use the report to create a Campaign or a mailing list.
Use Salesforce or an integrated email platform to send targeted messages to the Contacts based on their corporate affiliations.
Salesforce Nonprofit Success Pack Documentation: Detailed instructions on managing Affiliations in NPSP. NPSP Documentation.
These steps and references ensure that the nonprofit can effectively use Salesforce to meet its operational requirements while maintaining best practices and leveraging the capabilities of the Nonprofit Cloud.
A system admin uploaded a .CSV file using the Data Import Wizard with the NPSP Data Importer. The Mailing Street address field was mapped, but the admin noticed the field was Wizard on all of the records after the import completed.
What is a likely cause?
Answer : A
When using the Data Import Wizard with the NPSP Data Importer and noticing that the Mailing Street address field was missing on all records after import, one likely cause is incomplete data in the CSV file. Here's a detailed explanation:
Check the CSV File:
Open the CSV file that was uploaded.
Verify if the Mailing Street address column contains complete and properly formatted data for all rows.
Ensure Completeness:
Ensure that there are no missing values or improperly formatted addresses in the Mailing Street column.
Even a single missing value can cause the entire column to be skipped during import.
Re-import Data:
Correct any incomplete or missing data in the CSV file.
Use the Data Import Wizard again to re-import the corrected file.
Verify Field Mappings:
During the import process, ensure that the Mailing Street field is correctly mapped to the appropriate Salesforce field.
By ensuring the completeness and correctness of the data in the CSV file, you can avoid issues where fields are missing after import.
