Online Nonprofit Cloud Consultant Certification Dumps [2022] To Prepare Exam Well

1. Which resource should the consultant recommend to a non-profit organization to suggest new features in NPSP?

Power of Us Hub

Salesforce Help

Salesforce AppExchange

Trailblazer Community

2. A user creating Opportunities wants to avoid manually entering information twice in order to have it appear on both the Opportunity record and the Payment record .

Which two steps should be taken to set this up?

Create Payment Mappings in NPSP Settings.

Create custom fields on the Payment object.

Create lookup fields on the Payment object.

Create a workflow that will copy Payment information to the Opportunity record.

3. A development director needs to understand which organizations have given to the nonprofit in some year prior to the current, but have not contributed to the nonprofit in the current year .

How should the consultant accomplish this task?

Customize the date range on the NPSP SYBUNT report for Accounts

Customize the date range on the NPSP SYBUNT report for Contacts

Create an Opportunity report that compares Contact donations from the previous fiscal year to the current

Customize the date range on the NPSP LYBUNT report for Accounts

4. A nonprofit organization is retiring its legacy donor, donation, and payment processing systems. The organization wants to load 45,000 records into Salesforce from a single flat file .

Which tool should be used to create all of the records at once?

Import Wizard

Data Loader

NPSP Data Import

ETL Tool

5. A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anything related to the Person Account model .

What should the consultant advise?

Export all Person Account data, then create a help ticket asking Salesforce to uninstall Person Accounts, then install NPSP and reimport the data

Install NPSP in its Salesforce org and set the account model to Household Accounts and the record type to Person Accounts

Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance

Extract the Person Account data, uninstall Person Accounts, install NPSP and reimport the data.

6. A nonprofit organization needs to import a list of donations made at a recent gala. Several of the donors have more than one mailing address .

What is the correct order of objects to import data in Salesforce?

Opportunity, Campaign, Contact, Address, Account

Account, Address, Contact, Campaign, Opportunity

Contact, Opportunity, Account, Address, Campaign

Lead, Account, Address, Campaign, Opportunity

7. A membership organization needs to send out automated renewal emails on a 30/60/90 period. Each referenced email template needs to differ based on the members' web site visits .

Which automation method should a consultant recommend?

Process Builder

Apex Trigger and Scheduler

Time-Based Workflow

Pardot

8. A nonprofit organization has a new system administrator who has just taken over managing its existing Salesforce organization and wants to know which data maintenance practices should be used.

Which two data hygiene practices should a consultant recommend? Choose 2 answers

Organize reports into appropriate folders.

Create a new custom object to store legacy data.

Run Health Check.

Delete all past activities.

9. A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofit has hired a consultant to upload data to the NPSP Affiliations object .

What is the correct order for uploading the donors' employment information?

Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field

Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information

Insert Affiliation records, export Contact records, export Account records, upsert Contact records

Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field

10. A nonprofit customer is concerned about its users having their Salesforce usernames and passwords compromised .

Which Salesforce security feature should the consultant recommend?

Set up two-factor authentication

Add IP ranges on user profiles

Specify a My Domain login policy for its Salesforce instance

Specify a Trusted IP Range for each user

11. A nonprofit organization wants the 15th of the month listed as the Close Date for all recurring donations and has selected the 15th in the Day of the Month picklist. In reviewing Recurring Donation Opportunities it is found that some of the Opportunities have close dates at the end of the month.

Which action should the consultant take to troubleshoot this issue?

Check the Recurring Donation batch size.

Check the Error Log.

Check if the "Always use last day of the month" field is selected.

Check if the Custom Installment record was modified

12. A finance associate needs to track specific funds associated with gifts from individuals and organizations. Gifts may be received as either single amounts associated with one or more funds, and totals by fund will need to be reported on for reconciliation with a finance system.

How should the consultant accomplish this with NPSP?

Create Campaign records for each of the funds, create a custom Lookup to Campaigns on the Payment Object, and associate them with Payment records representing the amounts towards each fund.

Create General Accounting Unit records for each of the funds, and associate them with the Opportunity by GAU Allocation record amounts representing the amounts towards each fund.

Create a custom multi-select picklist on the Opportunity record to allow for choosing each of the funds towards which the gift is designated.

Create Campaign records for each of the funds, and associate them with the Opportunity Primary Campaign field on the Opportunity records representing the amounts towards each fund.

13. A nonprofit organization provides case management to its clients. There is a requirement for a score to be automatically assigned to each client based on several factors such as age, income and number of health conditions. The nonprofit also wants to automate the creation and assignment of follow up tasks related to the client.

Which combination of functions should the consultant recommend?

Activities and Customizable Rollups

Volunteer Recurrence and Customizable Rollups

Engagement Plans and Levels

Volunteer Wizard and Reports

14. A nonprofit organization needs an audit trial of metadata changes over time and the ability to develop, test, and a release project independent of other projects in development .

Which development model should be chosen?

Application development

Org development

Package development

Change Set development

15. A nonprofit organization wants to add any donor who gives to its Capital Fund to the Capital Campaign .

Which two steps should be taken to accomplish this?

Upload a list of all donors as Campaign Members using the Data Import Wizard

Enable the Automatic Campaign Member Management in NPSP settings

Create a trigger that automatically adds any donor as a Campaign Member

Populate the Primary Campaign Source field on the Opportunity record

16. A local charity receives its income from recurring payments, The Recurring Donation object is used and contains a unique and manually entered reference number. This reference number should not be modified after creation. The finance department has requested that all child Opportunities also contain this unique reference number to make it easier to reconcile payments .

How can the consultant achieve this?

Create a custom text field on the Opportunity object and use NPSP Recurring Donation Custom Field Mappings

Create a text formula field on the Opportunity object and use Process Builder to update all child Opportunities

Create a custom field on the Opportunity object and deploy a trigger to update all child Opportunity records.

Create a custom text field on the Recurring Donation object and use NPSP Recurring Donation Custom Field Mappings

17. A nonprofit organization has a large volume of contacts, organizations, and address records. The organization wants to migrate all of its data into its NPSP org.

What are two considerations? Choose 2 answers

Address verification only works with the one-to-one and individual ("Bucket") Account models.

Tracking addresses with the Address object may introduce more complexity.

Migrating all historical address information impacts system data storage.

There is a limit of three addresses per contact or organization that can be migrated into NPS

18. A consultant is importing a number of new individual gifts from a recent fundraising event for a non-profit that is using NPSP. It is very important that donors receive credit for these new donations.

Where is the automatic Opportunity Contact Role hard credit value configured for this scenario?

Opportunity Settings

Affiliation record

NPSP Settings

Relationship record

19. A nonprofit organization had enabled Person Accounts in its org and now wants to install NPSP. The nonprofit organization wants to completely remove all Person Account features.

What should the nonprofit organization consider?

Apply for a new Salesforce organization and request a license transfer

Use the NPSP Conversion Utility Tool

Ensure the Person Account record type is selected as the Household record type in NPSP Settings

Create a case in Salesforce to completely remove the Person Account record type

20. A nonprofit client wants to connect directly to other nonprofits using Salesforce who have a very similar business use case.

Which resource is designed for this purpose?

Power of Us Hub Solution Exchange

Salesforce.org website

Trailblazer Community User Group

AppExchange

21. A system administrator encounters an error at run time that a record couldn't be updated when a Customizable Rollup ran .

What should the consultant check?

If the Target Field exists

If the Target Field is a NPSP field

If the Target Field has a validation rule

If the Target Object is a custom object

22. 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 summarizing the total amount awarded with payments towards the total.

How can this be accomplished with NPSP using Account records for the grant making institution?

Create Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

Create Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.

Create Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.

Create Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

23. A nonprofit organization has white papers, case studies, and impact reports on its website. The organization wants to track website visitors who download those assets. Once tracked, the organization wants to pursue the visitor as a constituent .

Which solution should be considered?

Campaigns

Community Cloud

Pardot

Salesforce DMP

24. A consultant is setting up a governance framework as part of a nonprofit organization implementation.

Which three elements should be included in a Salesforce-recommended governance structure? Choose 3 answers

Agile Methodology

Release Management

Rules of Engagement

Center of Excellence

Design Standards

25. A nonprofit organization wants to use a multi-channel marketing tool for its email, social, and text messaging engagement .

Which solution should the consultant recommend?

Marketing Cloud

Pardot

Community Cloud

Service Cloud

26. A nonprofit organization uses a vendor for direct mail, and receives a monthly spreadsheet from it with donor information, donation amounts, and the solicitation campaign that the donation was in response to.

How can this information can be entered and de-duplicated against existing individuals in the Nonprofit Success Pack (NPSP)?

Use the Salesforce Data Loader to upload the spreadsheet and then manually check for duplicates and use the NPSP Contact Merge tool to de-duplicate records.

Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Recurring Donations.

Use the Salesforce Import Wizard to upload the spreadsheet and then de-duplicate records using the NPSP Contact Merge tool.

Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Campaigns.

27. A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model .

What action should the consultant take?

Run the NPSP Health Check Tool

Run the Salesforce Optimizer

Run the Data Quality Analysis Dashboard

Run the Lightning Readiness Assessment

28. A nonprofit organization created a custom Opportunity name for all organization donations.

Which two considerations should the consultant discuss with the organization? Choose 2 answers

The organization should change existing Opportunities to the new naming convention through an upsert.

The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action.

The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.

The custom naming convention only applies to new Opportunities of matching record types; it is not retroactive.

29. A nonprofit organization is interested in a CRM that manages its constituents and has an integrated email marketing tool with built-in scoring and engagement tracking.

Which solution should the consultant recommend?

NPSP and Community Cloud

NPSP and Social Studio

NPSP and Marketing Cloud

NPSP and Pardot

30. A nonprofit organization has engaged a consultant to implement NPSP and has a large membership program it wants to manage in Salesforce .

Which two things does the consultant need to set up to ensure that the membership rollups in NPSP will work properly?

Ensure there is a custom field created for Membership Amount and selected for membership rollups

Check that the membership record type is selected for membership rollups.

Ensure there is an Opportunity record type set up for memberships

Check that the grace period is set up for memberships.

31. A nonprofit organization receives a number of donations from Donor Advised Funds where the check is written by the financial institution that houses the Donor Advised Fund .

What should the consultant recommend to ensure that the Donor Advised Fund receives credit for the donation?

Add an additional Account lookup field on the Opportunity for the Donor Advised Fund

Add an Account lookup field on the Payment for the Opportunity for the Donor Advised Fund

Use a GAU allocation to credit the donation to the Donor Advised Fund

Use Account Soft Credits to credit the Donor Advised Fund

32. A nonprofit organization wants to designate its donors into three categories, Gold, Silver, and Bronze, based on the total gift amount for that year .

How can this be accomplished using NPSP?

Create a picklist field that will display the categories based on the Total Gifts This Year field. B Create a custom field on the Opportunity that will display the categories and a process in Process Builder to populate the value based on the Total Gifts This Year field.

Set up NPSP Levels for the categories based on Total Gifts This Year.

Create a custom field on the Opportunity that will display the categories and a custom trigger to populate the value based on the Total Gifts This Year field.

33. 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?

View the Setup Audit Trail

Keep the job

Run a debug log

Delete the job

34. A nonprofit organization needs to send a mailing to all clients to invite them to an informational session on its workforce development program. The organization wants to track who it was sent to and who responded. The organization is using the NPSP with the Household Account Model .

What should a consultant advise them to do to accomplish this in Salesforce?

Create a report using the NPSP All Contacts report and add a filter to just include clients

Create a mailing list Campaign, then create a report using the type Contacts & Accounts with a filter for clients, then add to Campaign

Create a Campaign, filter a list view for clients and add to Campaign. Create a report with the type Campaigns with Campaign Members.

Create a Campaign field and add all clients to it, then use the Household Mailing List button to generate the mailing list.

35. During requirements gathering with a nonprofit, the consultant discovers that the customer only works with individual contributors and volunteers (not companies or organizations). The consultant considers using Person Accounts with NPSP so that the customer can track its individual's as accounts .

What is the best practice regarding Person Accounts?

Person Accounts should be tested in NPSP, and can be turned off if it does not work as intended

Ensure the Person Account record type is selected as the Household record type in NPSP Settings

Ensure that the Person Account record type is set as the default record type for the profile of the user who is converting the lead if the customer is planning to do lead conversion

Person Accounts were not designed to work with NPSP, and is not supported for use with NPSP

36. Which function of the application development lifecycle does establishing a Center of Excellence address?

Documentation

Data management

Deployment

Testing

Governance

37. The vice president of development of a nonprofit organization wants to be able to review giving in the pipeline at a high level, and track the organization's process towards finding new potential donors. The VP also wants to track program metrics as compared to donor histories .

What should the consultant advise?

Packaged NPSP reports cannot be edited. Recreate all the reports found on the NPSP Development Forecasting dashboard to edit appropriately. Add additional reports to track program data.

Review the reports on the NPSP Fundraising Reports folder. Create additional reports to track program data. Schedule each report to be sent to the vice president every morning.

Review the components that are already on the NPSP Development Forecasting dashboard. Create additional reports and edit the dashboard to add components to track the program data.

Packaged NPSP dashboards cannot be edited. Recreate the NPSP Development Forecasting dashboard components. Add additional components to track program data.

38. A nonprofit organization on NPSP needs to be able to track the high school a student attended and track the enrollment of the student at college.

How should the consultant recommend tracking this?

Use NPSP Affiliations objects to connect the Contact to the Account for their high school and college, use the Status field there to indicate if they are currently enrolled or are former students there.

Turn on Field History Tracking for the Account lookup field on the Contact record, use the Account lookup to indicate where they are currently enrolled and change it as they move on.

Set up a Campaign for each high school and college and use Campaign Members to connect the Contact to the Campaign. Change the values in Campaign Member Status from Sent/Responded to Current/Former.

Install the Salesforce.org Higher Education Data Architecture (HEDA) managed package and use Affiliations.

39. Which two sections should be included in a Salesforce-recommended V2MOM? Choose 2 answers

Vision

In Milestones

Objectives

Metrics

Virtues

40. A nonprofit organization is migrating from a standard Salesforce org to an NPSP org. It has a large volume of contacts. The nonprofit organization is considering using an Individual ("Bucket") account model .

What are two considerations in this situation?

The Individual account model is a legacy account model and is no longer recommended.

Once the Individual model is enabled, it cannot be changed.

The Account name is identical to the Contact name.

There is a risk of account data skew with the Individual account model and the large volume of contacts.

41. A large nonprofit organization is a social enterprise that functions in many ways like a for-profit corporation. The organization does mot accept individual donations, but mostly engages with corporations, sponsors, and vendors by selling its own products to further its mission. The organization needs to manage Leads and track its Opportunity pipeline .

Which account model should the consultant recommend?

Administrative Account Model in HEDA

Household Account Model in NPSP

Household Account Model without NPSP

Individual "Bucket" Account Model in NPSP

Salesforce Account Model without NPSP

42. 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?

Quality Assurance

Analytics

Field Tracking

Staging

Development

43. A nonprofit organization wants to record the most recent Opportunity close date on Contact records. The nonprofit organization expects the field on the Contact to be overwritten every time a new Opportunity meets the criteria .

Which feature should the consultant use to meet this requirement?

AppExchange App

Formula Field

Roll-Up Summary Field

NPSP Customizable Rollups

44. A nonprofit organization is using a free trial of Nonprofit Cloud and engages with a consultant to do some custom configuration work. The consultant starts to gather requirements and look at the overall design .

Which two things should the consultant know about the trial experiences available on the Salesforce.org website?

Five licenses are included at no cost for qualified customers

The trial choices include Lightning Enterprise or Lightnng Enterprise + NPSP

The free trial period is for 30 days

It is a Developer Edition org

45. During the Build phase of a project, one line of business requests the addition of a new field that is essential for its business process. A different line of business objects to the request and says that this field is unnecessary and will result in duplicate data.

How should the consultant handle this?

Fulfill the request and add the field, but create a separate page layout so the field is only visible to the line of business that made the request.

Use the established governance committee for discussion and resolution.

Work quickly to negotiate between the two groups and resolve the issue before it escalates to the executive sponsors.

Add the field into a sandbox to test and validate expected outcomes.

Remove themselves from the discussion and suggest that the two business line leaders meet to make a decision.

46. A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project .

What should a consultant recommend for the foundation to track progress?

Create a custom object for year and a custom object for project to track.

Create a Campaign hierarchy for project and year.

Create reports with bucketing and filters.

Create a process that populates custom fields for each year and project on Opportunities.

47. A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.

What should the consultant advise to capture this in Salesforce?

Create a Campaign for the funder and add all Opportunities including the original grant and any renewal grants to the Campaign.

Create a child Opportunity for the renewal grant from the original grant using the Renewal Grant Opportunity record type.

Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the new grant and check the "Is Grant Renewal" field.

Ensure that when naming the Opportunity for the renewal grant, "Renewal" is included in the name as well as the name of the funder.

48. A nonprofit organization is using Volunteers for Salesforce and wants its volunteers to be able to log their own volunteer hours.

Which two solutions should a consultant propose to meet this need? Choose 2 answers

Set up a workflow rule with a weekly email alert sent to all volunteers asking them to reply back and report their hours for the week and then a user will manually enter the hours in Salesforce.

Set up a Chatter Group for each volunteer job, add volunteers who are assigned to that job, and have the volunteers log their hours in the Chatter Group.

Set up the Volunteers Personal Site and direct the volunteer to record hours on the tab there.

Set up a Log Volunteer Hours section on a page on your website and direct volunteers there to log their hours to the volunteer job or shift they worked on.

49. An international nonprofit organization works across six different countries in Europe and Africa. The organization relies heavily on volunteers in each country to support its work and wants volunteers to be able to sign up for volunteer jobs on its website.

What is a consideration when setting up Volunteers for Salesforce given this context?

Set up a different Site in Volunteers for Salesforce for each country and set the time zone for the Site to the local time zone so all events will appear as the correct time for the time zone.

Add text to the Volunteers for Salesforce website informing all volunteers that all time for volunteer jobs and shifts is shown in the time zone of the headquarters and they need to convert the time to their local time zone.

Remove the Start Time and End Time fields from the website template and put the times in the description in the local time zone.

Set the Volunteer Job's Website Time Zone field value to the time zone in which the job will take place when creating Volunteer Jobs.

50. How can a gift officer determine if an acknowledgment letter was sent for a donation?

Check the Status picklist value on the Task object.

Check if the Campaign Member status is set to "Acknowledged".

Check the Acknowledgement Status picklist value on the Opportunity object.

Check the Acknowledgement Status picklist value on the Contact object.

51. 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?

Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.

Create a custom field for an ID number and assign the same number to all cases that need to be connected

Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases

Create a custom object that connects Cases to each other with two Case lookup fields and add a check box field to designate the parent Case.

52. A nonprofit organization needs to frequently import membership renewal data and daily donation data and needs a different configuration for each.

Which tool should the consultant recommend?

Salesforce Import Wizard

NPSP Data Importer

Salesforce Data Loader

NPSP Data Import Batch

53. A major donor officer needs to capture wealth scoring to support individual cultivations.

How is this best represented in the NPSP?

Using an AppExchange application, collect and rank other nonprofits' wealth information to understand how best to cultivate individual donations.

Report on the total amount of donations received by the nonprofit in the past year, and rank it against peer institutions to best cultivate individual donations.

Report on the total amount of an individual's donations summarized on their Contact record and rank it against donations to the nonprofit by other individual donors to best cultivate individual donations.

Using an AppExchange application, collect and rank donor prospects' wealth information to understand how to best cultivate individual donations.

54. A nonprofit runs a workforce development program for its clients. Job seekers contact the nonprofit via phone, web, and email. The nonprofit wants to track each engagement separately from start to finish. The nonprofit needs to assign job seekers to case managers.

What solution should the consultant propose?

Create a custom junction object between Contact and Case for the assignment and customize workflow rules.

Enable web-to-case and customize cases and assignment rules.

Create a custom multi-select picklist field to track the assignment and customize related lists.

Enable web-to-lead and customize leads and assignment rules.

55. Which two actions should a consultant take before importing a large volume of data into an NPSP org?

Check the code coverage of the target org

Disable certain Apex classes manually in production

Check if the data is clean, structured, and in its final format

Disable certain Apex classes using TDTM

56. A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder .

What should the consultant advise?

Check if the report type includes Opportunities.

Check if the report type includes Payments

Check a custom field, "Check/Reference Number" on Opportunity

Check a custom field, "Check/Reference Number" on Payments

57. A nonprofit organization needs an email marketing tool that will measure email engagement and evaluates the fit of prospective supporters .

Which two factors should the consultant recommend?

Pardot Grading

Marketing Cloud Measures

Marketing Cloud Reporting

Pardot Scoring

58. A local community center provides health care services to eligible local residents. Staff currently triage patients through of a series of qualifying questions that drive additional qualification questions. The center wants to extend triage capabilities to its volunteers to determine whether residents qualify for services. Service decisions need to be made immediately while the patient is interacting with the staff or volunteer.

Which solution should the consultant recommend?

Use Case records, Validation Rules and Process Builder to post case details to the central volunteer Chatter Group so all volunteers can collaborate on eligible services.

Create a Flow to guide volunteers on triage screens, capture accurate data and generate a services decision.

Use a Standard Lightning Component to displaying custom fields from several objects and generate a services decision.

Use a Workflow Rule with Field Updates and Case Assignment Rules to triage and assign the case to the proper services queue.

59. A nonprofit organization wants to manage its social media presence by being able to listen to 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?

Social Studio

Live Message

Pardot

Google Analytics

60. A nonprofit customer wants to have the status for a Campaign Member on a fundraising campaign automatically update when a donation is received from that Contact.

What should the consultant recommend?

Create a workflow rule that updates the Campaign Status when an Opportunity is created.

Create an Apex Trigger to update the Contact's Campaign record.

Enable Automatic Campaign Member Management in NPSP settings.

Use Process Builder to update the Contact's campaign member record.

61. 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 to many different Accounts .

Which Salesforce object does Saleforce.org recommend using to address this complexity?

Relationships

Contact (associated to Multiple Accounts)

Connections

Organization Accounts

Affiliations

62. A nonprofit customer must conflict and store its clients' government-issued ID number. The consultant has set up a custom text field for the ID number .

Which security solution should be used to protect this data?

Restrict visibility by removing it from the page layout and utilizing role hierarchy to prevent users from accessing that field except for the staff who need to interact with the government ID data

Encrypt the government ID field with Classic Encryption for Custom Fields and grant View Encrypted Data permission only to those users who have to interact with the data

Turn on two-factor authentication for the staff members who need to collect and use the government ID number field data

Set the org wide default on Contacts to Private so only the user who owns the Contact records can access it.

63. The system administrator accidentally deletes the NPSP 00 - Error Processing job .

What should the consultant recommend?

Go to NPSP Settings | Bulk Data Processes | Batch Process Settings to automatically recreate it.

Go to the NPSP Data Imports | Bulk Data Processes | Batch Process Settings to automatically recreate it.

Go to the Recycle Bin and undelete the job.

Go to help and create a case amd ask Salesforce Support to reschedule this job.

64. How often are updates to the NPSP pushed to production orgs?

Three times per year

Four times per year

Once every two weeks

Once every month

65. A developer needs to create a custom Apex class in the TDTM framework .

Which sets of steps should the developer take?

Create the Visualforce page, test class, and a Trigger Handler record

Create the Apex class, test class, and Trigger Handler record

Create the Apex trigger, test class, and Trigger Handler record

Create the Lightning component, test class, and Trigger Handler record

66. A volunteer manager at a nonprofit organization needs to be able to search for volunteers with landscaping skills who are available at a given time. The organization is using Volunteers for Salesforce .

What should the consultant advise?

Create a list view on Contacts using a filter for those who have skills that include landscaping. Add the field for Volunteer Availability on the list view and sort by it to find those with landscaping skills who are available at the given time

Click on the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the values you're looking for and hit search

Use the Volunteers Wizard to look for volunteers with landscaping skills and Volunteer Availability and choose those available at the given time

Create a report with the report type Contacts with Volunteer Hours and Volunteer Jobs. Filter the report by the Volunteer Job for landscaping and Volunteer Availability at the time the Volunteer Manager needs them

67. A consultant is installing NPSP in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature in NPSP .

Which action should a consultant take?

Create a Membership Opportunity record type.

Add a value in the Type field on Opportunity for Membership.

Create a Membership Affiliation record type.

Add a checkbox field on the Opportunity called "Membership".

68. A nonprofit organization wants a report that compares giving at a consistent point in time from year to year.

Now should the consultant set this up?

Create a matrix report bucketing the dates you wish to compare.

Create a joined report showing the two years side by side.

Run the NPSP Account SYBUNT and Contact SYBUNT reports.

Set up a Reporting Snapshot on Opportunities.

69. 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?

The system administrator did not enable the Translation Workbench.

The language is not supported in NPS

The current user does not have the correct locale.

The system administrator did not add the reciprocal relationship value in the NPSP Settings tab.

70. A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available. The gift officer wants to add donors to a Campaign from a report .

What should the consultant recommend?

Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard

Create a joined report with Opportunities and Campaigns

Create a report type that includes Contacts such as the Opportunities with Contact Roles report type

Go to Setup and add the "Add to Campaign" button to the report type

71. 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?

Select Find Matched Gifts and click on the Find More Gifts button.

Create a Lightning quick action declaratively.

Create a Contact lookup field on the Opportunity object.

Select Manage Soft Credits and change the Role for the donor.

72. The executive director at a nonprofit needs to understand the overall summary of individuals engaged with the organization across multiple channels, including donations, volunteer shifts, and event attendance .

What can the consultant deliver to help them achieve this summary by channel?

Create a Role Hierarchy to summarize the number of Opportunity records associated with each user, and the Campaign Memberships associated with the Primary Contact on the Opportunity by channel.

Create an Account Hierarchy to see the number of people related to each household, and their associated Contact records with Campaign Memberships and Opportunities by channel.

Create a User Hierarchy to report by user with the Opportunity, Contact, and Campaign records owned representing donation, volunteer, and event channels and their Campaign Memberships.

Create a Campaign Hierarchy to see the number of people associated with each donation, shift, and event, by channel with Campaign Memberships.

73. A nonprofit organization is using Salesforce with the NPSP pre-installed. The nonprofit organization wants to give prospective volunteers a way to fill out their volunteer application online .

How should this be accomplished?

Create a web-to-case form in Salesforce with the fields needed to capture the information asked for on the form.

Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.

Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.

Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.

74. 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 this fiscal year. There is a custom checkbox field on the Contact record to indicate board members.

How should the consultant create this report?

Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRU

Summarize the Total Gifts this Year and Soft Credits this Year fields.

Use the Contacts & Accounts report type. Add a field filter for Board Member = TRU

Include the Total Gifts this Year and Soft Credits this Year fields.

Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRU

Group results by the Total Gifts this Year and Soft Credits this Year fields.

Use the Contacts & Accounts report type. Add a field filter for Board Member = TRU

Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.

75. A nonprofit organization using NPSP does a lot of mailings and wants to ensure states and countries are entered accurately into Salesforce. The nonprofit 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?

NPSP Data Import object doesn't support State and Country abbreviations in picklist form

The Individual ("Bucket") account model does not support State and Country Picklists

Predefined State and Country abbreviations on Address records must be used

State and Country Picklist values can only be configured on the Address object

76. A consultant is upgrading a non-profit client from version 2 of NPSP to version 3 .

Which action should the consultant take before running the NPSP Installer?

Delete all fields labelled Deprecated.

Upgrade the Recurring Donations package by itself.

Delete the custom Households object.

Run NPSP Health Check.

77. How should a consultant install NPSP in an existing Salesforce organization?

Download each NPSP component from the AppExchange, install in the target organization, and complete the post-install instructions

Visit the NPSP Installer page, install in the target organization, and complete the post-install instructions

Download each NPSP component from The Powrt of Us Hub, install organization, and complete the post-install instructions

Visit the NPSP Conversion Utility tool, install in the target organization, and complete the post-install instructions

78. A nonprofit organization wants to automatically generate an Opportunity whenever a Lead is converted.

What should the consultant do to meet this requirement?

Select the "Create an Opportunity on Lead Convert" checkbox in NPSP Settings.

Write a trigger that automatically generates an Opportunity on Lead conversion.

Install a third-party app from the AppExchange that converts leads to any other object.

Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.

79. A nonprofit organization wants to automate some of its routine activities.

Which declarative Salesforce solution is designed for process automation?

Einstein

Pardot

Lightning Flow

NPSP TDTM

80. A nonprofit wants to track various funds in Salesforce to report on its restricted donations .

Which NPSP feature should the consultant recommend?

Levels

Engagement Plans

General Accounting Units

Customizable Rollups

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