A nonprofit organization compiles a printed portfolio of 20 high-target donors to discuss during board...

Salesforce Nonprofit-Cloud-Consultant Question Answer

A nonprofit organization compiles a printed portfolio of 20 high-target donors to discuss during board meetings. Currently, it takes

the development team 20 minutes per donor to compile and organize each donor's information into the standardized format.

The organization wants to ensure that the development team can compile and organize the information as easily as possible.

How should the organization configure Nonprofit Cloud?

Enable Document Generation to upload a template to Design Document Templates and add the Create Donor Brief button to the Account record.

Use Data Processing Engine to batch process donor records into a single Donor Giving Summary.

Export a report of all the Party Role Relationship records for the donors.

Salesforce Nonprofit-Cloud-Consultant Summary

Price: $52.5 ~~$149.99~~