For tracking and reviewing scholarship applications and recording scholarship recipients, award amounts, and dates, the consultant should recommend setting up the Outbound Funds Module. This module is designed for managing funds that are disbursed, such as grants and scholarships. By connecting the Funding Request to Contacts for the recipient, the nonprofit can effectively manage and track all related information in a structured and organized manner.
Salesforce Outbound Funds Module Documentation
Salesforce Nonprofit Cloud Consultant Study Guide

https://powerofus.force.com/s/article/NPSP-Install
The recommended method to install NPSP in an existing Salesforce org is to use the NPSP Installer page.
This installer simplifies the process by guiding users through the necessary steps and ensuring that all components are correctly installed.
Steps:
* Navigate to the NPSP Installer page on Salesforce.org.
* Click the "Install NPSP" button to start the installation process.
* Follow the prompts to authenticate and select the Salesforce org where NPSP will be installed.
* The installer will automatically download and configure all required NPSP components.
* Verify the installation by checking the NPSP settings and ensuring all components are functional.
References:
CertGod Nonprofit Cloud Consultant Guide: Details the installation process for NPSP using the NPSP Installer page.
Salesforce Documentation on NPSP Installation: Provides step-by-step instructions for installing NPSP in a Salesforce org.

To transition from Person Accounts to the Household Account model in NPSP and avoid interacting with Person Accounts, the recommended approach is to migrate to a new Salesforce NPSP org. Here's how:
* Apply for a New Salesforce NPSP Org:
* Contact Salesforce to apply for a new NPSP org.
* Ensure the organization qualifies for the NPSP and request the necessary licenses.
* Request License Transfer:
* Work with Salesforce support to transfer existing licenses from the current org to the new NPSP org.
* Export Data from Current Org:
* Export all Person Account data, including Contacts, Accounts, Opportunities, and any other relevant records.
* Use Salesforce Data Loader or another export tool to ensure a complete data export.
* Prepare Data for Import:
* Clean and prepare the exported data for import into the new org.
* Map Person Account data to the appropriate fields in the Household Account model.
* Import Data into New NPSP Org:
* Use the NPSP Data Importer or Data Loader to import the cleaned data into the new org.
* Ensure that all relationships and references are correctly mapped and maintained during the import process.
This method ensures a clean transition to the Household Account model without the complications of dealing with Person Accounts in the original org.
Salesforce NPSP Documentation: Account Models
Salesforce Trailhead: Data Import Strategies

To provide each affiliate and the national nonprofit the ability to see only its own donor data in a single Salesforce org, the consultant should use Criteria-based Sharing. Here's why:
* Criteria-based Sharing:
* This feature allows for defining sharing rules based on specific criteria, such as record ownership or certain field values.
* By setting up criteria-based sharing rules, each affiliate and the national nonprofit can be restricted to viewing only the records that meet the specified criteria, such as records tagged with their specific region or affiliate identifier.
Salesforce Sharing and Visibility Guide
Salesforce Criteria-based Sharing Rules Documentation

When a nonprofit is making a substantial technology shift that will affect multiple teams and departments, the initial steps should include forming a powerful guiding coalition and establishing a sense of urgency. These steps are critical for successful change management.
* Form a powerful guiding coalition:
* This involves assembling a group with enough power and influence to lead the change effort and encourage collaboration across departments.
* Establish a sense of urgency:
* Creating a sense of urgency helps build the momentum needed for change by highlighting the importance and benefits of the technology shift to the entire organization.
Kotter's 8-Step Change Model
Salesforce Nonprofit Cloud Consultant Study Guide