Salesforce Certified Nonprofit Cloud Consultant

In the context of custom roll-ups, which of the following objects is often utilized?

1. Opportunity

2. Event

3. Campaign

4. Contact

The correct answer is: Contact

Custom roll-ups are often utilized in the context of aggregating data from child records to a parent record, particularly to summarize numerical fields. In nonprofit organizations, a common example is tracking donations, where you might want to roll up donation amounts from individual transactions (child records) to a donor account (parent record). In this scenario, the Contact object is particularly relevant because it is typically used to represent individual donors. By applying custom roll-ups to the Contact object, organizations can aggregate relevant data like total donations made by an individual over time. For instance, it allows nonprofits to see the total contribution from each donor without having to manually calculate the sum of all related donation records. This functionality supports better tracking of donor engagement and helps nonprofits tailor their outreach and engagement strategies. In contrast, while Opportunity, Event, and Campaign objects serve distinct purposes within Salesforce, they are not as directly tied to the concept of rolling up data regarding individual contributors as the Contact object is. Opportunities relate to potential revenue, Events concern activities or gatherings, and Campaigns are focused on marketing and outreach efforts. Therefore, they do not usually experience the same kind of aggregated data analysis typical for managing donor contributions as seen with Contacts.