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A nonprofit has implemented Program Management Module to satisfy the reporting requirements of a new grant. The funder expects to see a report that segmen&s servicesaccording to location. Which object will allow the nonprofit to satisfy the reporting requirements?
A. Program
B. Service
C. Program Engagement
D. Program Cohort
A nonprofit has significant staff turnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit.How should the consultant meet the requirement?
A. Run and view the Setup Audit Trail.
B. Complete all field descriptions.
C. Run the Schema Builder.
D. Create a field history report.
A nonprofit organization is using Cases in Salesforce for case management with its clients. The nonprofit organization wants to relate Cases for the same client to each other. How should the consultant advise the organization?
A. Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.
B. Create a custom field for an ID numberand assign the same number to all cases that need to be connected
C. Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases
D. Create a custom object that connects Cases to each otherwith two Case lookup fields and add a check box field to designate the parent Case.
A Household Account has Contacts with Recurring Donations, Relationships, and closed/won donations associated with it. What happens when a system administrator attempts to delete this Household Account record?
A. There is an error message because there are closed/won donations associated with the Account record.
B. There is an error message because there are recurring donations associated with the Contacts in this Account.
C. There is an error message because there are relationships associated with the Contacts in this Account.
D. The Household Account record is deleted.
What are the two key placesto locate NPSP release information? Choose 2 answers
A. Power of Us Hub
B. trust.salesforce.com
C. Partner Success Community
D. GitHub Cumulus Releases
A nonprofit organization had enabled Person Accounts inits org and now wants to install NPSP. The nonprofit organization wants to completely remove all Person Account features. What should the nonprofit organization consider?
A. Apply for a new Salesforce organization and request a license transfer
B. Use theNPSP Conversion Utility Tool
C. Ensure the Person Account record type is selected as the Household record type in NPSP Settings
D. Create a case in Salesforce to completely remove the Person Account record type
A donor donates $500 to a nonprofit that is matched by his employer. How are the hard credits and soft credits listed in NPSP?
A. The donor has a hard credit of $500 and a soft credit of $500, and the employer has a hard credit of $500
B. The donor hasa soft credit of $500 and the employer has a hard credit of $500
C. The donor has a hard credit of $500, the employer has a hard credit of $500, and there are no soft credits
D. The donor has a hard credit of $500 and the employer has a soft credit of $500
A nonprofit organization using NPSP does a lot of mailings and wants to ensure states and countries are entered accurately into Salesforce. Thenonprofit has heard about State and Country Picklists and asked its consultant about enabling them. What are two considerations the consultant should raise about enabling State and Country Picklists and asked its consultant about enabling them. What are two considerations the consultant should raise about enabling State and Country Picklists for NPSP?
A. NPSP Data Import object doesn't support State and Country abbreviations in picklist form
B. The Individual ("Bucket") account model does not support Stateand Country Picklists
C. Predefined State and Country abbreviations on Address records must be used
D. State and Country Picklist values can only be configured on the Address object
The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizingthe total amount awarded with payments towards the total. How can this be accomplished with NPSP using Account records for the grant making institution?
A. Create Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.
B. Create Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.
C. Create Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.
D. Create Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.
A large non-profit organization needs to keep track of a vast network of donors in NPSP. The donors have their own complex relationships, where they may be related tomany different Accounts. Which Salesforce object does Saleforce.org recommend using to address this complexity?
A. Relationships
B. Contact (associated to Multiple Accounts)
C. Connections
D. Organization Accounts
E. Affiliations
A nonprofit customer is concerned about its users having their Salesforce usernames and passwords compromised. Which Salesforce security feature should the consultant recommend?
A. Set up two-factor authentication
B. Add IP ranges on user profiles
C. Specify a My Domain login policy for its Salesforce instance
D. Specify a Trusted IP Range for each user
A nonprofit organization wants to automatically generate an Opportunity whenever a Lead is converted. What should the consultant do to meet this requirement?
A. Select the "Create an Opportunity on Lead Convert"checkbox in NPSP Settings.
B. Write a trigger that automatically generates an Opportunity on Lead conversion.
C. Install a third-party app from the AppExchange that converts leads to any other object.
D. Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.
A development associate received a corporate matching gift that the original donor did not indicate was to be matched. Which solution should the consultant recommend?
A. Select Find Matched Gifts and clickon the Find More Gifts button.
B. Create a Lightning quick action declaratively.
C. Create a Contact lookup field on the Opportunity object.
D. Select Manage Soft Credits and change the Role for the donor.
A nonprofit organization needs to frequently import membership renewal data and dailydonation data andneeds a different configuration for each.Which tool should the consultant recommend?
A. Salesforce Import Wizard
B. NPSP Data Importer
C. Salesforce Data Loader
D. NPSP Data Import Batch
A nonprofit organization needs to send a mailing to all clients to invite them to aninformational session on its workforce development program. The organization wants totrack who it was sent to and who responded. The organization is using the NPSP with theHousehold Account Model. What should a consultant advise them to do to accomplish thisin Salesforce?
A. Create a report using the NPSP All Contacts report and add a filter to just include clients
B. Create a mailing list Campaign, then create a report using the type Contacts & Accountswith a filter for clients, then add to Campaign
C. Create a Campaign, filter a list view for clients and add to Campaign. Create a reportwith the type Campaigns with Campaign Members.
D. Create a Campaign field and add all clients to it, then use the Household Mailing Listbutton to generate the mailing list.
A nonprofit organization uses Customizable Rollups and has a large volume of Recurring Donation Allocations for a specific fund. The system administrator notices a scheduled skew job, but does not remember scheduling it. What should the consultant advise the system administrator to do?
A. View the Setup Audit Trail
B. Keep the job
C. Run a debug log
D. Delete the job
During the Build phase of a project, one line of business requests the addition of a newfield that is essential for its business process. A different line ofbusiness objects to therequest and says that this field is unnecessary and will result in duplicate data.How should the consultant handle this?
A. Fulfill the request and add the field, but create a separate page layout so the field is onlyvisible to the line of business that made the request.
B. Use the established governance committee for discussion and resolution.
C. Work quickly to negotiate between the two groups and resolve the issue before itescalates to the executive sponsors.
D. Add the field into a sandbox to test and validate expected outcomes.
E. Remove themselves from the discussion and suggest that the two business line leadersmeet to make a decision.
A nonprofit organization needs to import a list of donations made at a recentgala. Severalof the donors have more than one mailing address. What is the correct order of objects toimport data in Salesforce?
A. Opportunity, Campaign, Contact, Address, Account
B. Account, Address, Contact, Campaign, Opportunity
C. Contact, Opportunity, Account, Address, Campaign
D. Lead, Account, Address, Campaign, Opportunity
A nonprofit organization wants to manage its social media presence by being able tolistento what constituents are saying about the organization on social media, measure its impact,and manage it from a mobile app. What should the consultant recommend?
A. Social Studio
B. Live Message
C. Pardot
D. Google Analytics
A nonprofit customer wants to have the status for aCampaign Member on a fundraising campaign automatically update when a donation is received from that Contact. What should the consultant recommend?
A. Create a workflow rule that updates the Campaign Status when an Opportunity is created.
B. Create an ApexTrigger to update the Contact's Campaign record.
C. Enable Automatic Campaign Member Management in NPSP settings.
D. Use Process Builder to update the Contact's campaign member record.
The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for thisfiscal year. There is a custom checkbox field on the Contact record to indicate board members. How should the consultant create this report?
A. Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE. Summarize the Total Gifts this Year and Soft Credits this Year fields.
B. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE.Include the Total Gifts this Year and Soft Credits this Year fields.
C. Use the Opportunities report type. Add a field filter for Contacts with Board Member =TRUE. Group results by the Total Gifts this Year and Soft Credits this Year fields.
D. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE.Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.
A nonprofit organization is using Volunteers for Salesforce and wants its volunteers to beable to log their own volunteer hours.Which two solutions should a consultant propose to meet this need? Choose 2 answers
A. Set up a workflow rule with a weekly email alert sent to all volunteers asking them toreply back and report their hours for the week and then a user will manually enter the hoursin Salesforce.
B. Set up a Chatter Group for each volunteer job, add volunteers who are assigned to thatjob, and have the volunteers log their hours in the Chatter Group.
C. Set up the Volunteers Personal Site and direct the volunteer to record hours on the tabthere.
D. Set up a Log Volunteer Hours section on a page on your website and direct volunteersthere to log their hours to the volunteer job or shift they worked on.
The executive director at a nonprofit needs to understand the overall summary ofindividuals engaged with the organization across multiple channels, including donations,volunteer shifts, and event attendance. What can the consultant deliver to help themachieve this summary by channel?
A. Create a Role Hierarchy to summarize the number of Opportunity records associatedwith each user, and the Campaign Memberships associated with the Primary Contact onthe Opportunity by channel.
B. Create an Account Hierarchy to see the number of people related to each household,and their associated Contact records with Campaign Memberships and Opportunities bychannel.
C. Create a User Hierarchy to report by user with the Opportunity, Contact, and Campaignrecords owned representing donation, volunteer, and event channels and their CampaignMemberships.
D. Create a Campaign Hierarchy to see thenumber of people associated with eachdonation, shift, and event, by channel with Campaign Memberships.
An international nonprofit organization added a translated relationship picklist value,however the reciprocal relationship record is not displaying correctly.What is the cause of this error?
A. The system administrator did not enable theTranslation Workbench.
B. The language is not supported in NPSP.
C. The current user does not have the correct locale.
D. The system administrator did not add the reciprocal relationship value in the NPSPSettings tab.
A nonprofit organization wants a report that compares giving at a consistent point in timefromyear to year.Now should the consultant set this up?
A. Create a matrix report bucketing the dates you wish to compare.
B. Create a joined report showing the two years side by side.
C. Run the NPSP Account SYBUNT and Contact SYBUNT reports.
D. Set up a Reporting Snapshot on Opportunities.
A nonprofit organization recently completed a migration to a NPSP Salesforce org. Theconsultant wants to ensure that all the migrated Accounts use the same account model.What action should the consultant take?
A. Run theNPSP Health Check Tool
B. Run the Salesforce Optimizer
C. Run the Data Quality Analysis Dashboard
D. Run the Lightning Readiness Assessment
During requirements gathering with a nonprofit, the consultant discovers that the customeronly works with individual contributors and volunteers (not companies or organizations).The consultant considers using Person Accounts with NPSP so that the customer can trackits individual's as accounts. What is the best practice regarding Person Accounts?
A. Person Accounts should be tested in NPSP, and can be turned off if it does not work asintended
B. Ensure the Person Accountrecord type is selected as the Household record type inNPSP Settings
C. Ensure that the Person Account record type is set as the default record type for theprofile of the user who is converting the lead if the customer is planning to do leadconversion
D. Person Accounts were not designed to work with NPSP, and is not supported for usewith NPSP
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Whichaction should the consultant take before running the NPSP Installer?
A. Delete all fields labelled Deprecated.
B. Upgrade the Recurring Donations package by itself.
C. Delete the custom Households object.
D. Run NPSP Health Check.
A fundraising associate needs to print mailing labels for the latest direct mail campaign tofamilies who give to the nonprofit organization. The organization uses the HouseholdAccount model with Address Management.Which object and address field should the associate use when building the report?
A. Account; Billing Address
B. Contact; Other Address
C. Account; Shipping Address
D. Contact; Mailing Address
A nonprofit organization is interested in a CRM that manages its constituents and has anintegrated email marketingtool with built-in scoring and engagement tracking.Which solution should the consultant recommend?
A. NPSP and Community Cloud
B. NPSP and Social Studio
C. NPSP and Marketing Cloud
D. NPSP and Pardot
A nonprofit organization is currently using Person Accounts in Salesforce. The organizationnow wants to use the NPSP Household Account model instead and does not want systemadministrators to interact with anythingrelated to the Person Account model. What should the consultant advise?
A. Export all Person Account data, then create a help ticket asking Salesforce to uninstallPerson Accounts, then install NPSP and reimport the data
B. Install NPSP in its Salesforce org and set the account model to Household Accountsand the record type to Person Accounts
C. Apply for a new Salesforce NPSP org and request a license transfer, then migrateexisting data from the current system to the new Salesforce instance
D. Extract the Person Account data, uninstall Person Accounts, install NPSP and reimportthe data.
A nonprofit organization receives a lot of grants, many of which are renewalsof previousgrants from the same funder. The organization wants to be able to easily access theprevious grant information.What should the consultant advise to capture this in Salesforce?
A. Create a Campaign for the funder and add all Opportunities including the original grantand any renewal grants to the Campaign.
B. Create a child Opportunity for the renewal grant from the original grant using theRenewal Grant Opportunity record type.
C. Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the newgrant and check the "Is Grant Renewal" field.
D. Ensure that when naming the Opportunity for the renewal grant, "Renewal" is included inthe name as well as the name of the funder.
A nonprofit organization on NPSP needs to be able to track the high school a studentattended and track the enrollment of the student at college.How should the consultant recommend tracking this?
A. Use NPSP Affiliations objects to connect the Contact to the Account for theirhigh schooland college, use the Status field there to indicate if they are currently enrolled or are formerstudents there.
B. Turn on Field History Tracking for the Account lookup field on the Contact record, usethe Account lookup to indicate where theyare currently enrolled and change it as they moveon.
C. Set up a Campaign for each high school and college and use Campaign Members toconnect the Contact to the Campaign. Change the values in Campaign Member Statusfrom Sent/Responded to Current/Former.
D. Install the Salesforce.org Higher Education Data Architecture (HEDA) managedpackage and use Affiliations.
The system administrator accidentally deletes the NPSP 00 - Error Processing job. Whatshould the consultant recommend?
A. Go to NPSP Settings| Bulk Data Processes | Batch Process Settings to automaticallyrecreate it.
B. Go to the NPSP Data Imports | Bulk Data Processes | Batch Process Settings toautomatically recreate it.
C. Go to the Recycle Bin and undelete the job.
D. Go to help and create a case amd ask Salesforce Support to reschedule this job.
A large nonprofit organization is a social enterprise that functions in many ways like a forprofit corporation. The organization does mot accept individual donations, but mostlyengages with corporations, sponsors, and vendors by selling its own products to further itsmission. The organization needs to manage Leads and track its Opportunity pipeline.Which account model should the consultant recommend?
A. Administrative Account Model in HEDA
B. Household Account Model in NPSP
C. Household Account Model without NPSP
D. Individual "Bucket" Account Model in NPSP
E. Salesforce Account Model without NPSP
A major donor officer needs to capture wealth scoring to support individual cultivations. How is this best represented in the NPSP?
A. Using an AppExchange application, collect and rank other nonprofits' wealth informationto understand how best to cultivate individual donations.
B. Report on the total amount of donations received by the nonprofit in thepast year, andrank it against peer institutions to best cultivate individual donations.
C. Report on the total amount of an individual's donations summarized on their Contactrecord and rank it against donations to the nonprofit by other individual donors to bestcultivate individual donations.
D. Using an AppExchange application, collect and rank donor prospects' wealth informationto understand how to best cultivate individual donations.
A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofithas hired a consultant to upload data to the NPSP Affiliations object. What is the correctorder for uploading the donors' employment information?
A. Upsert Contact records, export Contact ID, upsert Organization Accounts for employerwith Organization Account ID in the "Primary Affiliation" field
B. Insert Organization Accounts for the employer, insert Contact records for the donor,insert Affiliation records for the employment information
C. Insert Affiliation records, export Contact records, export Account records, upsert Contactrecords
D. Upsert Organization Accounts, export Organization Account ID, upsert Contact recordwith Organization Account ID in the "Primary Affiliation" field
Which two sections should be included in a Salesforce-recommended V2MOM? Choose 2answers
A. Vision
B. In Milestones
C. Objectives
D. Metrics
E. Virtues
A nonprofit organization receives a number of donations from Donor Advised Funds wherethe check is written by the financial institution that houses the Donor Advised Fund. Whatshould the consultant recommend to ensure that the Donor Advised Fund receives creditfor the donation?
A. Add an additional Account lookup field on the Opportunity for the Donor Advised Fund
B. Add an Account lookup field on the Payment for the Opportunity for the Donor AdvisedFund
C. Use a GAU allocation to credit the donation to the Donor Advised Fund
D. Use Account Soft Credits to credit the Donor Advised Fund
A nonprofit wants to track various funds in Salesforce to report on its restricted donations.Which NPSP feature should the consultant recommend?
A. Levels
B. Engagement Plans
C. General Accounting Units
D. Customizable Rollups
What is a common cause of the NPSP upgrade failing when run in Production and therewere no issues running it in the sandbox?
A. Not having adequate test code coverage
B. Not having one or more of the packages in NPSP installed
C. Not running the NPSP Health Check before trying to upgrade in production
D. Not changing the account model to the Household Account Model before trying toupgrade
A nonprofit organization has engaged a consultant to implement NPSP and has a largemembership program it wants to manage in Salesforce. Which two things does theconsultant need to set up to ensure that the membership rollups in NPSP will workproperly?
A. Ensure there is a custom field created for MembershipAmount and selected formembership rollups
B. Check that the membership record type is selected for membership rollups.
C. Ensure there is an Opportunity record type set up for memberships
D. Check that the grace period is set up for memberships.
A nonprofit organization has a large volume of contacts, organizations, and addressrecords. The organization wants to migrate all of its data into its NPSPorg.What are two considerations? Choose 2 answers
A. Address verification only works with the one-to-one and individual ("Bucket") Accountmodels.
B. Tracking addresses with the Address object may introduce more complexity.
C. Migrating all historicaladdress information impacts system data storage.
D. There is a limit of three addresses per contact or organization that can be migrated intoNPSP.
A nonprofit organization wants to add any donor who gives to its Capital Fund to theCapital Campaign. Which two steps should be taken to accomplish this?
A. Upload a list of all donors as Campaign Members using the Data Import Wizard
B. Enable the Automatic Campaign Member Management in NPSP settings
C. Create a trigger that automaticallyadds any donor as a Campaign Member
D. Populate the Primary Campaign Source field on the Opportunity record
A nonprofit organization has a large number of duplicate contacts the consultant needs toclean up. What should the consultant recommendto handle duplicate clean up in bulk?
A. Salesforce Duplicate Management
B. NPSP Contact Merge
C. Third party app from the AppExhange
D. Salesforce Data Loader
A nonprofit organization wants the 15th of the month listed asthe Close Date for allrecurring donations and has selected the 15th in the Day of the Month picklist. In reviewingRecurring Donation Opportunities it is found that some of the Opportunities have closedates at the end of the month.Which action should the consultant take to troubleshoot this issue?
A. Check the Recurring Donation batch size.
B. Check the Error Log.
C. Check if the "Always use last day of the month" field is selected.
D. Check if the Custom Installment record was modified
A nonprofit organization is using NPSP DataImporter for Contacts. The consultant has noticed that even though the mappings are correct, some of the Account records are notautomatically being created. Which two things should the consultant check?
A. If all the email addresses are properly formatted
B. If all records have a phone number
C. If the required fields are included in the import
D. If there are required fields on the Account
A user creating Opportunities wants to avoid manually entering information twice in order tohave it appear on both the Opportunity record and the Payment record. Which two stepsshould be taken to set this up?
A. Create Payment Mappings in NPSP Settings.
B. Create custom fields on thePayment object.
C. Create lookup fields on the Payment object.
D. Create a workflow that will copy Payment information to the Opportunity record.
A financeassociate needs to track specific funds associated with gifts from individuals andorganizations. Gifts may be received as either single amounts associated with one or morefunds, and totals by fund will need to be reported on for reconciliation with a financesystem.How should the consultant accomplish this with NPSP?
A. Create Campaign records for each of the funds, create a custom Lookup to Campaignson the Payment Object, and associate them with Payment records representing theamounts towards each fund.
B. Create General Accounting Unit records for each of the funds, and associate them withthe Opportunity by GAU Allocation record amounts representing the amounts towards eachfund.
C. Create a custom multi-select picklist on the Opportunity record toallow for choosing eachof the funds towards which the gift is designated.
D. Create Campaign records for each of the funds, and associate them with theOpportunity Primary Campaign field on the Opportunity records representing the amountstowards each fund.
How can a gift officer determine if an acknowledgment letter was sent for a donation?
A. Check the Status picklist value on the Task object.
B. Check if the Campaign Member status is set to "Acknowledged".
C. Check the Acknowledgement Status picklist value on the Opportunity object.
D. Check theAcknowledgement Status picklist value on the Contact object.
A membership organization needs to send out automated renewal emails on a 30/60/90period. Each referenced email template needs to differ based on the members' web sitevisits. Which automation method should a consultant recommend?
A. Process Builder
B. Apex Trigger and Scheduler
C. Time-Based Workflow
D. Pardot
A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2answers
A. The organization should change existing Opportunities to the new naming conventionthrough an upsert.
B. The organization should only change existing Opportunities to the new namingconvention by using the "Refresh Name" action.
C. The organization should change existing Opportunities to the new naming convention byusing the "Refresh All Opportunity Names" button in Bulk Data Processes.
D. The custom naming convention only applies to new Opportunities of matching recordtypes; it is not retroactive.
A consultant is about to begin a data project with a nonprofit to clean up Opportunity data.Which opportunity data situation requires a consultant to temporarily disable NPSPTriggers for performance reasons?
A. Uploading 600,000 new Organization Accounts without addresses
B. Uploading 400,000 new records to a custom object
C. Uploading 100,000 new Task records
D. Uploading 1 million new Contact records
A consultant needs to set up a sandbox strategy for a nonprofit implementation project involving two major development initiatives. For which three purposes should separate sandboxes be used?
A. Quality Assurance
B. Analytics
C. Field Tracking
D. Staging
E. Development
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