Given Customer Requirements, Build Role-Based Analytics That Satisfy Customer Requirements. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 5)

Questions 21–25

1. 21expert · hard

   A nonprofit has a dashboard for program managers that includes client names and outcomes. The organization also has a group of external auditors who need to see aggregate outcome data but not client names. The auditors are not part of the organization's user directory. What is the best way to provide the auditors with the analytics they need while protecting client privacy?

   • AGive the auditors the same dashboard as the program managers and rely on them to not look at client names.
   • BCreate a separate dashboard with aggregate data and share it with the auditors using a secure external sharing mechanism, such as a guest user account with limited permissions.
   • CAdd the auditors to the program managers' folder and let them access the full dashboard.
   • DCreate a PDF report of the aggregate data and email it to the auditors.
   Reveal Solution Discussion Select an answer first
2. 22application · medium

   A nonprofit has a dashboard for program managers showing client outcomes and a dashboard for executives showing organizational performance. The program managers should not see the executive dashboard, which includes salary data. What is the most effective way to enforce this separation?

   • AUse row-level security to filter out salary data for program managers.
   • BHide the executive dashboard from the dashboard list so program managers cannot find it.
   • CPlace each dashboard in a separate folder and assign folder permissions so only executives can access the executive folder.
   • DAsk program managers to sign a confidentiality agreement not to open the executive dashboard.
   Reveal Solution Discussion Select an answer first
4. 23application · medium

   A nonprofit runs a food bank network. Program managers oversee daily operations and need to see real-time inventory levels and volunteer check-ins. Executive directors are accountable to the board for monthly impact metrics like meals served and donor retention. The consultant is asked to build dashboards for both roles. What should the consultant do?

   • ABuild a single dashboard with two tabs, one for each role, and give everyone access to the entire dashboard.
   • BAsk the program managers which metrics they want and build only their dashboard, since they are the primary users.
   • CBuild separate dashboards: one with operational KPIs for program managers and one with strategic KPIs for executives, then set folder-level permissions.
   • DCreate one shared dashboard with all metrics and rely on the users to filter by their role.
   Reveal Solution Discussion Select an answer first
5. 24application · medium

   A nonprofit's mission is to reduce homelessness in the community. The outreach team needs to track the number of individuals contacted and the number placed in temporary housing. The fundraising team needs to track the amount raised and the cost per placement. Which KPIs best align with each role's contribution to the mission?

   • AOutreach: contacts made and housing placements. Fundraising: funds raised and cost per placement.
   • BOutreach: number of volunteers and hours logged. Fundraising: number of events held.
   • COutreach: funds raised and cost per placement. Fundraising: contacts made and housing placements.
   • DBoth teams: a combined dashboard with all four KPIs.
   Reveal Solution Discussion Select an answer first
6. 25foundation · easy

   Which statement best describes how role-based analytics benefit a nonprofit organization?

   • AThey enable each role to access the most relevant data for their decisions without being overwhelmed by irrelevant information
   • BThey automatically generate all required compliance reports for external regulators
   • CThey reduce the need for data governance by limiting access to all data
   • DThey ensure all staff members see identical metrics to maintain organizational alignment
   Reveal Solution Discussion Select an answer first