Nursing npsp ecss Study guides, Study notes & Summaries

Triggers come standard with NPSP, and TDTM is the framework for managing them. - In practice, TDTM has several uses. TDTM lets you: Disable specific pieces of code Build your own custom code that works in conjunction with NPSP Control the order in which the code executes Disable Specific Pieces of Code - You might need to disable code when you: Import large sets of data (many thousands of records at once) Integrate with external systems Troubleshoot code errors Create...

A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2 answers: A. The organization should change existing Opportunities to the new naming convention through an upsert. B. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action. C. The organization should change existing Opportunities to the new naming ...

Batching - Setup and process donation import batches with specific configurations. This is useful for organizations that have donations coming in from multiple events, campaigns or integrations. Scheduling - Process batches in the scheduled tasks that NPSP does each night or configure a new time, date or frequency. This allows administrators to save time by not having to manually process records and instead automate processes even further. Custom Post Processing - After batch reco...

Use Data Loader when: - You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner product. You need to load into an object that is not yet supported by the import wizards. You want to schedule regular data loads, such as nightly imports. You want to export your data for backup purposes....

5 basic phases to a SF Implementation ANS: - -Plan & Prepare -Setup & Customize -Test & Deploy SF -Drive Adoption -Continuously Improve Plan & Prepare: What general roles should be on the team? ANS: - -Executive Sponsor -Business Process Owner -System Admin -Data Analyst -Champion/Power-User What are the two most widely used implementation approaches? ANS: - -Waterfall -Agile Describe waterfall implementation ANS: - - traditional, phased, sequential - everythin...

Features only available in the household account model answer:- 1. address management 2. Customizable rollups 3. NPSP data import utiity What sophisticated features does the household account model support? answer:- Contact management for multiple household members Address management for seasonal addresses 1 to 1 account model works how answer:- Works by creating an account object for each contact you create (1 contact, 1 account). How does the individual account mo...