非営利団体は、締め切り日、活動完了日、説明など、申請して受け取った助成金に関する重要な情報を追跡する必要があります。さらに、非営利団体は、完了したアクションを追跡し、機会の次の締め切り日を確認したいと考えています。
コンサルタントはどの機能を推奨すべきでしょうか?
正解:C
https://trailhead.salesforce.com/en/content/learn/modules/nonprofit-success-pack-administration-basics/understand-the-npsp-data-model For nonprofits needing to track key information related to grants, such as deadline dates, activity completion dates, and descriptions, Deliverables within Salesforce are the recommended feature. Deliverables allow nonprofits to create and manage detailed records of grant-related activities, set deadlines, and monitor progress directly on the Opportunity object.
Steps:
Enable Deliverables in Salesforce.
Create Deliverable records to track grant-related tasks, deadlines, and activities.
Configure Deliverables to display the next deadline date on the Opportunity.
Use reports and dashboards to monitor the status and progress of grant-related activities.
Reference:
CertGod Nonprofit Cloud Consultant Guide: Recommends using Deliverables for tracking detailed grant information and deadlines.
Salesforce Documentation on Deliverables: Provides setup instructions and usage guidelines.