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Salesforce Certified Nonprofit Cloud Consultant (SP23) Question and Answers

Salesforce Certified Nonprofit Cloud Consultant (SP23)

Last Update Mar 29, 2024
Total Questions : 268

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Questions 1

A nonprofit wants to be in full compliance with Salesforce best practices for data security and has asked its consultant an evaluation.

Which tool should the consultant use to provide this assessment?

Options:

A.  

NPSP Health Check

B.  

Salesforce Health Check

C.  

Salesforce Optimizer

D.  

Shield Platform Encryption

Discussion 0
Questions 2

The requirements for a Salesforce implementation have been gathered, but there are teams with competing priorities and the overall project goals are undefined.

What are two reasons a project team must define goals?

Choose 2 answers

Options:

A.  

Goals guarantee executive engagement.

B.  

Goals provide a way to measure and prove results.

C.  

Goals define a clear purpose for the project.

D.  

Goals catalog all of the teams' pain points.

Discussion 0
Questions 3

A nonprofit using Case Management wants to avoid visually identifying a subset of clients.

How should a consultant configure the view of Contact records to meet the requirement?

Options:

A.  

Remove Client Photo Component from the Lightning Record Page.

B.  

Set Component Visibility for the Client Card Component.

C.  

Remove Client Card Component from the Lightning Record Page.

D.  

Set Component Visibility for the Client Photo Component.

Discussion 0
Questions 4

A nonprofit on Unlimited Edition uses direct mail extensively as a fundraising channel. The nonprofit wants to automate the search for duplicate contact records.

What should the consultant recommend implementing?

Options:

A.  

Matching Rules

B.  

Duplicate Rules

C.  

Scheduled Apex Jobs

D.  

Duplicate Jobs

Discussion 0
Questions 5

A nonprofit plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records.

How can the consultant change the configuration to meet this requirement?

Options:

A.  

Permission Sets

B.  

Sharing Rules

C.  

License Type

D.  

Role Hierarchy

Discussion 0
Questions 6

A nonprofit uses Salesforce for fundraising and managing its educational programs. Its membership data is stored in a proprietary membership management system. The nonprofit wants real-time insights into whether its donors are members, their renewal dates, and other related data points. The membership data only needs to be viewed.

What should a consultant recommend to meet the requirement?

Options:

A.  

Utilize Salesforce Connect to store this information in External Objects.

B.  

Utilize Big Objects to store this information in Custom Objects.

C.  

Utilize Salesforce Connect to store this information in Custom Objects.

D.  

Utilize Big Objects to store this information in External Objects.

Discussion 0
Questions 7

A nonprofit has a membership program it wants to manage in Salesforce.

What are two items the consultant needs to configure so the membership rollups in NPSP work properly?

Options:

A.  

Create a custom field for Membership Amount and select it for membership rollups.

B.  

Select the membership record type for membership rollups.

C.  

Create an Opportunity record type for memberships.

D.  

Set a grace period for memberships.

Discussion 0
Questions 8

A human services nonprofit needs to track client goals and action items related to those goals. The nonprofit is unsure whether Program Management Module alone will meet Its requirements. The nonprofit is considering whether to implement Nonprofit Cloud Case Management.

What should the consultant discuss with the nonprofit?

Options:

A.  

Program Management Module has custom objects for calendars and activities.

B.  

Program Management Module can track Case Plans and Action Items.

C.  

Case Management has a custom object for tracking goals.

D.  

Case Management requires Experience Cloud licenses.

Discussion 0
Questions 9

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?

Options:

A.  

Five licenses are included at no cost for qualified customers

B.  

The trial choices include Lightning Enterprise or Lightnng Enterprise + NPSP

C.  

The free trial period is for 30 days

D.  

It is a Developer Edition org

Discussion 0
Questions 10

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?

Options:

A.  

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

B.  

Create a Campaign hierarchy for project and year.

C.  

Create reports with bucketing and filters.

D.  

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

Discussion 0
Questions 11

What are the two key places to locate NPSP release information? Choose 2 answers

Options:

A.  

Power of Us Hub

B.  

trust.salesforce.com

C.  

Partner Success Community

D.  

GitHub Cumulus Releases

Discussion 0
Questions 12

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?

Options:

A.  

Check if the report type includes Opportunities.

B.  

Check if the report type includes Payments

C.  

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

D.  

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

Discussion 0
Questions 13

A fundraising associate needs to print mailing labels for the latest direct mail campaign to families who give to the nonprofit organization. The organization uses the Household Account model with Address Management.

Which object and address field should the associate use when building the report?

Options:

A.  

Account; Billing Address

B.  

Contact; Other Address

C.  

Account; Shipping Address

D.  

Contact; Mailing Address

Discussion 0
Questions 14

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?

Options:

A.  

Marketing Cloud

B.  

Pardot

C.  

Community Cloud

D.  

Service Cloud

Discussion 0
Questions 15

The system administrator accidentally deletes the NPSP 00 - Error Processing job. What should the consultant recommend?

Options:

A.  

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

B.  

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

Discussion 0
Questions 16

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?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 17

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?

Options:

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 Advised Fund

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

Discussion 0
Questions 18

A nonprofit organization has a lot of donors who give recurring donations. Some donors like to have their recurring donations by three times per year. What should the consultant advise?

Options:

A.  

Create a custom installment period in NPSP Settings, and then add the tri-yearly custom installment period to the custom installment picklist.

B.  

Change one of the values on the custom installment picklist to tri-yearly.

C.  

Tri-yearly is not available as an option in Recurring Donations so for those the nonprofit will need to use Opportunities with multiple payments.

D.  

Use the tri-yearly installment period that comes by default with Recurring Donations.

Discussion 0
Questions 19

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?

Options:

A.  

The system administrator did not enable the Translation 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 NPSP Settings tab.

Discussion 0
Questions 20

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

Options:

A.  

Vision

B.  

In Milestones

C.  

Objectives

D.  

Metrics

E.  

Virtues

Discussion 0
Questions 21

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?

Options:

A.  

Opportunity Settings

B.  

Affiliation record

C.  

NPSP Settings

D.  

Relationship record

Discussion 0
Questions 22

A nonprofit has hired a consultant to help implement a Salesforce marketing automation solution.

Which question should a consultant ask the nonprofit first?

Options:

A.  

How is marketing data maintained and is it currently clean and accurate?

B.  

Will departments be sharing the same marketing data?

C.  

What are the overall marketing objectives and strategy?

D.  

How much visibility does the nonprofit need into the lifecycle of its marketing leads?

Discussion 0
Questions 23

A nonprofit uses Volunteers for Salesforce. The nonprofit has volunteers who work the same schedule every week. The volunteer manager wants to avoid asking these ongoing volunteers to sign up for the same shift every time.

How should the consultant configure Salesforce to meet the requirement?

Options:

A.  

Use the Volunteer Recurrence Schedules in Volunteers for Salesforce to create the volunteers' schedules.

B.  

Enter all volunteer IDs and schedules on a spreadsheet and use an ETL tool to create volunteer hours records In Volunteers for Salesforce.

C.  

Install a grid app from the AppExchange to mass enter volunteer hours based on each volunteer's schedule.

D.  

Use the Job Recurrence Schedule functionality In Volunteers for Salesforce to create the volunteers' schedules.

Discussion 0
Questions 24

An international nonprofit added a translated Relationship picklist value, but both Relationship records are displaying incorrectly.

What is the cause of this issue?

Options:

A.  

The current user has an incorrect locale.

B.  

The reciprocal relationship value is missing in the NPSP Settings tab.

C.  

The Translation Workbench is disabled.

D.  

The language is unsupported in NPSP.

Discussion 0
Questions 25

Which two scenarios should be included in a Salesforce-recommended V2MOM?

Options:

A.  

Metrics

B.  

Virtues

C.  

Milestones

D.  

Vision

E.  

Objectives

Discussion 0
Questions 26

A large nonprofit is a social enterprise that functions like a for-profit corporation. The funding the nonprofit tracks in Salesforce only comes from corporations. The nonprofit needs to manage Leads and track its Opportunity pipeline.

Which account model should the consultant recommend'

Options:

A.  

Standard Account Model without NPSP

B.  

Individual Account Model in N9SP

C.  

Person Account Model without NPSP

D.  

One-to-One Account Model in NPSP

Discussion 0
Questions 27

A fundraiser at a nonprofit wants to be donation solicitations on which she is easily track and update her gift asks.

What should requirement

Options:

A.  

Kanban View

B.  

Einstein for Nonprofits

C.  

Manage Campaign Members

D.  

Path

Discussion 0
Questions 28

A nonprofit wants to manage a new program In Salesforce.

What should the consultant recommend as the first step before embarking on a new implementation project?

Options:

A.  

Set up an implementation timeline and delivery plan.

B.  

Identify the challenges the nonprofit is currently experiencing.

C.  

Review data in a .csv file and begin mapping to existing fields.

D.  

Audit existing standard and custom objects and fields.

Discussion 0
Questions 29

A consultant needs to load a large volume of data for a nonprofit.

Which two steps should the consultant take before the data loads to speed up the process?

Choose 2 answers

Options:

A.  

Add record owners to Role Hierarchy.

B.  

Defer Sharing Rule Calculation.

C.  

Disable related Apex classes in TDTM.

D.  

Recalculate Sharing Rules.

Discussion 0
Questions 30

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 services according to location.

Which object will allow the nonprofit to satisfy the reporting requirements?

Options:

A.  

Program

B.  

Service

C.  

Program Engagement

D.  

Program Cohort

Discussion 0
Questions 31

A nonprofit wants to deploy Nonprofit Cloud Case Management into its production org.

Which two prerequisites should be considered prior to installing Case Management?

Choose 2 answers

Options:

A.  

Install NPSP

B.  

Enable My Domain

C.  

Ensure appropriate licenses are provisioned

D.  

Ensure Volunteers for Salesforce is properly configured

Discussion 0
Questions 32

A nonprofit wants to send an event cancellation notice to 150 Salesforce contacts without a separate email service provider. It wants to manage bounces, resend the notice as needed, and view the send history on the Contact record.

Which option should a consultant recommend to meet the requirements?

Options:

A.  

Journeys

B.  

Send List Email

C.  

Pardot

D.  

Salesforce Engage

Discussion 0
Questions 33

A nonprofit processed a donation, and then the donor asked the nonprofit to also credit their spouse on that gift.

Assuming standard NP5P configuration, what should a consultant recommend to satisfy this request?

Options:

A.  

Create an Opportunity Contact Role for the spouse and mark it as primary.

B.  

Create an Opportunity Contact Role for the spouse and set the role to Soft Credit.

C.  

Clone the Opportunity and set the primary contact to the spouse.

D.  

Enable Automatic Soft Credit for household members in NPSP settings.

Discussion 0
Questions 34

A nonprofit organization has been informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists. Which action should the nonprofit organization take on the donor's contact record?

Options:

A.  

Delete the values in the phone and email fields

B.  

Delete the Contact record

C.  

Select the Deceased field

D.  

Select the Do Not Email, Do Not Contact, and Email Opt Out fields

Discussion 0
Questions 35

A nonprofit has purchased Accounting Subledger. Donations are imported from many sources and updated by staff frequently. The nonprofit wants to configure Accounting Subledger so only the appropriate records are created and available to be exported to finance.

How should the consultant configure Ledger Entries to limit the records exported to finance?

Options:

A.  

Configure report to filter by stage.

B.  

Configure a Sales Process.

C.  

Configure Path on Opportune

D.  

Configure Stage to State Mapping.

Discussion 0
Questions 36

Donations made by nonprofit volunteers are captured on a spreadsheet monthly. The nonprofit utilizes NPSP and Volunteers for Salesforce.

Which two NPSP Data Import features will streamline the import of these donations?

Choose 2 answers

Options:

A.  

Create a Batch and map Opportunity Primary Contact on First and Last Name.

B.  

Schedule a Batch by updating the NPSP Scheduled Batches.

C.  

Create a Batch and match Contact on First and Last Name.

D.  

Schedule a Batch by checking the Process Using Scheduled Job checkbox.

Discussion 0
Questions 37

A nonprofit receives a check that includes donations from several donors for a specific program the nonprofit runs.

Which two features should a consultant configure to track this gift?

Choose 2 answers

Options:

A.  

GAU Allocations

B.  

Recurring Donations

C.  

Partial Soft Credits

D.  

Multiple Payments

Discussion 0
Questions 38

An admin at a nonprofit using NPSP finds that the donation totals on a handful of donor's records are not showing the right totals.

How should the consultant troubleshoot this?

Options:

A.  

Check if the correct Operation is chosen

B.  

Verify Opportunity Primary Contact

C.  

Check if the correct target custom field is chosen

D.  

Verify Customizable Rollups is enabled

Discussion 0
Questions 39

A nonprofit wants to implement an external email platform that integrates with Salesforce. The integration will record every email sent to a subscriber, as well as which recipients open the email, click a link, or unsubscribe.

Which two storage considerations should the consultant take into account before recommending an email platform?

Choose 2 answers

Options:

A.  

Campaign Member records use less storage space than custom object records.

B.  

Email subscribers' activities can be retained for a certain length of time.

C.  

Unsubscribed Leads should be deleted from Salesforce immediately.

D.  

Subscribers must be synced as Leads and Campaign Members In NPSP.

Discussion 0
Questions 40

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?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 41

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?

Options:

A.  

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

Discussion 0
Questions 42

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?

Options:

A.  

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.

B.  

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.

C.  

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

D.  

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.

Discussion 0
Questions 43

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?

Options:

A.  

Customize the date range on the NPSP SYBUNT report for Accounts

B.  

Customize the date range on the NPSP SYBUNT report for Contacts

C.  

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

D.  

Customize the date range on the NPSP LYBUNT report for Accounts

Discussion 0
Questions 44

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

Options:

A.  

Check the code coverage of the target org

B.  

Disable certain Apex classes manually in production

C.  

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

D.  

Disable certain Apex classes using TDTM

Discussion 0
Questions 45

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

Options:

A.  

Power of Us Hub

B.  

Salesforce Help

C.  

Salesforce AppExchange

D.  

Trailblazer Community

Discussion 0
Questions 46

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?

Options:

A.  

Run the NPSP Health Check Tool

B.  

Run the Salesforce Optimizer

C.  

Run the Data Quality Analysis Dashboard

D.  

Run the Lightning Readiness Assessment

Discussion 0
Questions 47

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?

Options:

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

Discussion 0
Questions 48

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

Options:

A.  

Agile Methodology

B.  

Release Management

C.  

Rules of Engagement

D.  

Center of Excellence

E.  

Design Standards

Discussion 0
Questions 49

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

What should the consultant do to meet this requirement?

Options:

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.

Discussion 0
Questions 50

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?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 51

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?

Options:

A.  

Create Payment Mappings in NPSP Settings.

B.  

Create custom fields on the Payment object.

C.  

Create lookup fields on the Payment object.

D.  

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

Discussion 0
Questions 52

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?

Options:

A.  

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

B.  

Create a joined report with Opportunities and Campaigns

C.  

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

D.  

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

Discussion 0
Questions 53

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?

Options:

A.  

Activities and Customizable Rollups

B.  

Volunteer Recurrence and Customizable Rollups

C.  

Engagement Plans and Levels

D.  

Volunteer Wizard and Reports

Discussion 0
Questions 54

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?

Options:

A.  

Select Find Matched Gifts and click on 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.

Discussion 0
Questions 55

A nonprofit is getting ready to go live with its Nonprofit Cloud implementation.

Which two sandbox configuration options can the consultant create to ensure effective user acceptance testing and training?

Choose 2 answers

Options:

A.  

Partial Data Sandbox

B.  

Developer Sandbox

C.  

Developer Pro Sandbox

D.  

Full Data Sandbox

Discussion 0
Questions 56

The system administrator at a nonprofit wants to use Advanced Mapping for regular data imports of constituent and donation data.

What is an important consideration of Advanced Mapping?

Options:

A.  

The target fields can only be text, currency, number, date or address fields.

B.  

The target objects must be NPSP objects.

C.  

The target objects must directly relate to Accounts, Contacts, or Opportunities.

D.  

Checkbox fields are unavailable to map to as target fields.

Discussion 0
Questions 57

A user has reported an error when trying to merge two contacts using NPSP Contact Merge tab.

Which two issues are the likely cause of the problem?

Choose 2 answers

Options:

A.  

A unique external Id was kept from the non-master contact.

B.  

The contacts must be in the same household to merge.

C.  

The user needs to have delete access to the contacts being merged.

D.  

The NPSP Duplicate Rule was set to Warn instead of auto-merge.

Discussion 0
Questions 58

A nonprofit conducts background checks on all prospective volunteers. Only the volunteer manager and executive director should be able to access the fields related to background checks on the Contact object.

How should the consultant configure the security settings?

Options:

A.  

Create a Role for the volunteer manager under the executive director's Role and grant read, write access to those fields in the volunteer manager's role.

B.  

Assign the volunteer manager and executive director to a Public Group and grant the Public Group access to those fields.

C.  

Create a Sharing Rule that grants the volunteer manager and executive director access to the background check fields.

D.  

Create a Permission Set that grants access to those fields and assign it to the volunteer manager and executive director.

Discussion 0
Questions 59

A consultant is using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household.

Which manual action will the consultant need to take after the Conversion Utility tool runs successfully?

Options:

A.  

Move Tasks from the One-to-One Accounts to the new Household Accounts.

B.  

Move Opportunities from the One-to-One Accounts to the new Household Accounts and Contacts.

C.  

Delete One-to-One account records.

D.  

Select a Primary Contact for each Household Account.

Discussion 0
Questions 60

A nonprofit is migrating from a legacy donor management database. The database has donor contact information, donation history, and payment information.

How should the consultant load the data from the database using a single file to create the related records?

Options:

A.  

Data Loader

B.  

Data Import Wizard

C.  

NPSP Data Importer

D.  

Workbench

Discussion 0
Questions 61

A nonprofit wants to migrate millions of Contact records from a legacy system. Most records fail to import with the following error: "npsp.TDTM_Address: System.LimitException: Apex CPU time limit exceeded".

Which three actions could a consultant take to successfully import this data?

Choose 3 answers

Options:

A.  

Enable "Simple Address Change Treated as Update' in Address Settings.

B.  

Check 'User Managed' on the Address TDTM record.

C.  

Disable all automation and load the Address object separately.

D.  

Disable 'ADDR_Addresses_TDTM' Handler in Trigger Configuration.

E.  

Reduce the batch size significantly when addresses are included.

Discussion 0
Questions 62

A consultant is planning to use Accounting Subledger and migrate 20 years of donation data into NPSP for a nonprofit that receives more than 200,000 donations each year.

Which two features should the consultant consider implementing to improve search performance?

Choose 2 answers

Options:

A.  

Salesforce Object Search Language (SOSL)

B.  

Skinny Tables

C.  

Custom Index

D.  

Salesforce Optimizer

Discussion 0
Questions 63

A nonprofit realizes that the target deployment date is concurrent with a Salesforce major seasonal release window.

Which two steps should the nonprofit take when finalizing the plan for the new feature in production?

Choose 2 answers

Options:

A.  

Verify the sandbox Is on the same release as production.

B.  

Log a Salesforce support case to change the version of the sandbox release.

C.  

Deploy a Change Set during the upgrade window for the production instance.

D.  

Review the sandbox preview instructions for the upcoming release.

Discussion 0
Questions 64

A nonprofit needs to load approximately 3 million records into Salesforce.

Which API will load the data in the most efficient manner?

Options:

A.  

Bulk API

B.  

SOAP API

C.  

REST API

D.  

Streaming API

Discussion 0
Questions 65

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?

Options:

A.  

Run and view the Setup Audit Trail.

B.  

Complete all field descriptions.

C.  

Run the Schema Builder.

D.  

Create a field history report.

Discussion 0
Questions 66

A consultant for a nonprofit needs to upload data that contains payments on existing opportunities in Salesforce using donation matching in the NPSP Data Importer.

After a gift is successfully matched to an existing record, which two updates may occur?

Choose 2 answers

Options:

A.  

The Stage of the Opportunity will change to Closed/Won.

B.  

The open Payment will be marked as Paid.

C.  

A Payment will be added to the Opportunity.

D.  

The Opportunity amount will include the new payment amount.

Discussion 0
Questions 67

A nonprofit needs to send automated renewal emails on a 30/60/90/180-day cadence. Each email template needs to be different based on the members' website visits.

Which solution should a consultant recommend?

Options:

A.  

Pardot

B.  

Apex

C.  

Workflow

D.  

Flow

Discussion 0
Questions 68

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?

Options:

A.  

Create a Membership Opportunity record type.

B.  

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

C.  

Create a Membership Affiliation record type.

D.  

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

Discussion 0
Questions 69

A nonprofit organization has a large number of duplicate contacts the consultant needs to clean up. What should the consultant recommend to handle duplicate clean up in bulk?

Options:

A.  

Salesforce Duplicate Management

B.  

NPSP Contact Merge

C.  

Third party app from the AppExhange

D.  

Salesforce Data Loader

Discussion 0
Questions 70

A developer needs to create a custom Apex class in the TDTM framework. Which sets of steps should the developer take?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 71

A nonprofit wants to make a substantial technology shift that will affect multiple teams and departments.

Which two initial steps should a consultant discuss with the nonprofit?

Choose 2 answers

Options:

A.  

Form a powerful guiding coalition.

B.  

Summarize final technology implementation steps.

C.  

Deploy features to meet departmental requirements.

D.  

Establish a sense of urgency.

Discussion 0
Questions 72

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)?

Options:

A.  

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.

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 73

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?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Questions 74

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?

Options:

A.  

AppExchange App

B.  

Formula Field

C.  

Roll-Up Summary Field

D.  

NPSP Customizable Rollups

Discussion 0
Questions 75

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?

Options:

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.

Discussion 0
Questions 76

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?

Options:

A.  

Apply for a new Salesforce organization and request a license transfer

B.  

Use the NPSP 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

Discussion 0
Questions 77

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

Options:

A.  

Organize reports into appropriate folders.

B.  

Create a new custom object to store legacy data.

C.  

Run Health Check.

D.  

Delete all past activities.

Discussion 0
Questions 78

A nonprofit organization wants a cost-effective solution to generate and send donation acknowledgements automatically to donors via email. Which Salesforce solution should the consultant recommend?

Options:

A.  

Nonprofit Success Pack

B.  

Commerce Cloud

C.  

Pardot

D.  

Marketing Cloud

Discussion 0
Questions 79

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?

Options:

A.  

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

B.  

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

Discussion 0
Questions 80

What is a common cause of the NPSP upgrade failing when run in Production and there were no issues running it in the sandbox?

Options:

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 to upgrade

Discussion 0