Nonprofit-Cloud-Consultant - Salesforce Certified Nonprofit Cloud Consultant (SP24)

To ensure that the membership rollups in NPSP (Nonprofit Success Pack) work properly for managing a membership program, the consultant needs to configure the following items:

Select the membership record type for membership rollups:

This involves defining which Opportunity record types are used for membership donations. This configuration allows the NPSP to properly identify and roll up membership donations.

To configure Accounting Subledger so that only the appropriate records are created and available for export to finance, you need to set up Stage to State Mapping. This ensures that only donations at a certain stage are included in the ledger entries. Here are the steps:

Access Accounting Subledger Setup:

Navigate to the Accounting Subledger settings in Salesforce.

Configure Stage to State Mapping:

Define the mapping between Opportunity Stages and Accounting Subledger States.

For example, map the "Closed Won" stage to a state that signifies the donation is ready for ledger entry creation.

Update Opportunity Stages:

Ensure that your Opportunity Stages are correctly set up to reflect the different states of your donation process (e.g., "Pledged", "Received").

Create Ledger Entries:

Once an Opportunity reaches the specified stage (e.g., "Closed Won"), a ledger entry is automatically created.

Only these ledger entries are included in the export to finance.

By configuring the Stage to State Mapping, you ensure that only finalized donations (those that reach a specific stage) are included in the ledger entries, making the finance export process more efficient and accurate.

References:

Salesforce Accounting Subledger Documentation: Stage to State Mapping.

To ensure that case managers gather all required information when qualifying new beneficiaries, Salesforce Flow is the most effective automation tool:

Create a Flow:

In Salesforce Setup, navigate to "Flow Builder" and create a new Flow.

Choose a "Screen Flow" to guide users through the data entry process.

Design the Flow:

Add screens to the Flow that contain fields for all the required information. Use validation rules to ensure required fields are completed before proceeding to the next screen.

Use logic elements like decisions and assignments to handle conditional data collection based on previous inputs.

Deploy the Flow:

Embed the Flow on the Lightning Record Page for case managers to use when qualifying new beneficiaries.

Ensure the Flow is easily accessible and part of the standard workflow for case managers.

Training and Support:

Provide training for case managers on how to use the Flow.

Monitor usage and collect feedback to make any necessary adjustments.

Salesforce Flow provides a guided, interactive way to ensure all required information is collected consistently.

References:

Salesforce Documentation: Flow Builder Guide

Trailhead Module: Automate Your Business Processes with Lightning Flow