Explanation:
The nonprofit is using the Program Management Module (PMM) and needs to segment its reported services based on location.

In PMM, a Program Cohort is the object designed to represent a specific instance, group, or location where a program or service is delivered.

A Program defines the overall structure (e.g., "Youth Mentoring").

A Service defines the specific activity delivered (e.g., "Tutoring Session").

A Program Cohort specifies where or when that service is offered (e.g., "Main Street Office - Spring 2025" or "East Side Community Center Location").

By relating service deliveries to the appropriate Program Cohort based on the delivery location, the nonprofit can easily filter reports to segment all services delivered at a specific geographical location, thus satisfying the funder's requirement.

Correct Option: D

D. Program Cohort
Rationale: The Program Cohort object is used to group participants and services based on a common differentiating factor, which often includes location, time period, or funding source. To report on services segmenting by location, the nonprofit must ensure its services and participants are tied to a Cohort that is named or tagged by that specific location.

Incorrect Option:

A. Program
Rationale: The Program object tracks the high-level, overarching goal (e.g., "After-School Literacy Program"). It is too broad to segment services by a specific delivery location.

B. Service
Rationale: The Service object tracks the type of activity delivered (e.g., "1-on-1 Tutoring"). It defines what happened, not where it happened.

C. Program Engagement
Rationale: The Program Engagement object tracks a client's enrollment status and overall relationship with a program (e.g., "Active" or "Completed"). It focuses on the client, not the specific geographic location of service delivery.

Explanation:
The scenario describes a scholarship management process involving external applications, review, and requirement tracking. This is a grant-making workflow from the funder's perspective, not a fundraising one. The solution needs to handle applicant intake, review workflows, and award/disbursement tracking. The Outbound Funds Module is specifically designed for grantmakers, and a public-facing form is needed to collect applications.

Correct Options:

B. Web-to-lead form
A Web-to-Lead form can be embedded on the nonprofit's website to capture initial scholarship applications from external students. This creates Lead records in Salesforce, which can then be converted through a review process into Contact and potentially Application or Requirement records. It's a simple, effective intake method.

D. Outbound Funds Module
The Outbound Funds Module (part of Nonprofit Cloud) is designed for grantmakers and scholarship providers. It manages the entire lifecycle: application intake, review workflows, committee scoring, awarding, requirement tracking (deliverables), and disbursement management. This is the core solution for managing a scholarship program.

Incorrect Options:

A. NPSP Opportunities with GAU Allocation
Opportunities with GAU (General Accounting Unit) Allocation are for tracking incoming donations/fundraising, not outgoing grants or scholarships. This is used by the recipient of funds, not the funder. The nonprofit here is the funder giving scholarships, so Outbound Funds is the correct module.

C. Experience Cloud
Experience Cloud could be used to build a scholarship applicant portal, which is a valid but heavier and more complex solution. It's not listed as a primary recommendation here because the requirement can be initially met with a simpler Web-to-Lead form for intake, combined with the Outbound Funds backend. Experience Cloud is an enhancement, not a core requirement.

Reference:
Nonprofit Cloud documentation: "Outbound Funds" module overview, which is built for grantmakers to manage applications, reviews, awards, and compliance. For intake, Web-to-Lead is a common starting point for capturing applications before processing them in Outbound Funds.

Explanation:
The Contact Merge tool in Salesforce requires modify-all level permissions on the Contact and Account objects to merge records, especially when the duplicates belong to different owners. While the admin's profile grants CRED (Create, Read, Edit, Delete) permissions, these are object-level permissions. Merging is a distinct action that often requires higher "Modify All Data" or "Modify All" on the specific objects to override ownership and sharing restrictions.

Correct Option:

C. Create a Permission Set with Modify All on Contacts and Accounts and assign it to the staff member.
The most precise solution is to grant "Modify All" permission on Contact and Account objects via a Permission Set. This gives the user the ability to merge contacts regardless of ownership, without making them a full System Administrator. It follows the principle of least privilege.

Incorrect Options:

A. Tell the staff member to select only two instead of three contacts when using Contact Merge.
The NPSP Contact Merge tool supports merging three contacts at once. The error is due to permissions, not the number of contacts selected. This is a workaround at best and doesn't solve the underlying permission issue.

B. Make the staff member a system admin.
Granting the System Administrator profile would certainly resolve the permission issue, but it is excessive and violates security best practices. It gives far more access than needed (to all configuration and data). A Permission Set with specific "Modify All" permissions is the correct, least-privilege approach.

D. Tell the staff member to merge Contacts from the View Duplicates component.
The View Duplicates component is a finding tool. Initiating a merge from there still uses the same underlying Contact Merge functionality and requires the same modify-all permissions. Changing the starting point does not resolve the permission error.

Reference:
Salesforce Help: "Merge Contacts" and "Permissions Needed to Merge Records." The documentation states that to merge records a user does not own, they need "Modify All" on the object or the "Modify All Data" system permission. A Permission Set is the standard way to grant this without changing the user's profile.

Explanation:
The nonprofit needs to identify Contacts who have a specific address set for their mail (an override) that is different from their standard Household mailing address.

Correct Option: B

B. Create a Contacts and Accounts report and add a filter for Address Override = True.
Report Type: The Contacts and Accounts report type is the standard starting point in NPSP for reports that aggregate constituent data.

Filtering Logic: NPSP is designed to facilitate this exact type of filtering. The system manages the relationship between the Contact and the preferred mailing address. A designated field, typically an Address Override checkbox (or similar field that indicates an override is active), is generally made available for filtering within the standard Contact and Account report type.

Outcome: Filtering by Address Override = True on the Contact record will produce the precise list of people whose mailing address is not their default Household address, which is the list the nonprofit needs to send to the mail house.

Why the Other Options Are Incorrect:

A. Create a custom report type for Addresses and a filter for Address Override = True.
This would require navigating the complexities of the Address custom object and may not link easily back to the Contact or Campaign member status, which is typically less efficient than using the core Contact object.

C. Create a Contacts and Accounts report and add a filter for Primary Address Type - Other.
This field refers to the type of address (e.g., Home, Work, Other) and is often a picklist for organization. It does not reliably indicate that a Contact-level address should override the default Household address.

D. Create a Campaign and run the Household Mailing List report.
This describes the action of generating a final list, not the method of filtering the list to specifically identify the Contacts with address overrides. The Household Mailing List report itself would need the override filter to achieve the correct segmentation.

Correct Answers: B and C

B. In-App Guidance
Included with Sales and Service Cloud.

Provides prompts, walkthroughs, and helpful tips directly inside Salesforce to guide new users.

C. Path
Also included with Sales and Service Cloud.
Helps users understand key process stages, required fields, and best practices.

❌ Why the others are incorrect

A. Einstein Bots
Requires additional setup and is primarily used in Service Cloud Digital Engagement—not for onboarding new Salesforce users.

D. myTrailhead
Not available with a standard Sales/Service Cloud license.

It requires a separate myTrailhead subscription to customize learning content.

✔️ Final Correct Answer: B, C