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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?
A. Power of Us Hub Solution Exchange
B. Salesforce.org website
C. Trailblazer Community User Group
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?
A. Import Wizard
B. Data Loader
C. NPSP Data Import
D. ETL Tool
A consultant is assisting a nonprofit organization in its data integration and data mapping between thetwo systems. The consultant is unsure when a particular field was introduced by NPSP. How should the consultant find the NPSP version number for the field?
A. Click on "Setup" and navigate to "Schema Builder".
B. Install a third-party app from theAppExchange to extract the metadata.
C. Reference the NPSP Public Data Dictionary.
D. Click on "Setup" and navigate to "Objects and Fields".
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?
A. Marketing Cloud
C. Community Cloud
D. Service Cloud
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?
A. 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
B. 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
C. Use the Volunteers Wizard to look for volunteers with landscaping skills and Volunteer Availability and choose those available at the given time
D. Create a report with the report type Contacts with Volunteer Hours and Volunteer Jobs. Filter the report by the Volunteer Job forlandscaping and Volunteer Availability at the time the Volunteer Manager needs them
A nonprofit organization is migrating from a standard Salesforce org to an NPSP org. It has a large volume of contacts. The nonprofit organization isconsidering using an Individual ("Bucket") account model. What are two considerations in this situation?
A. The Individual account model is a legacy account model and is no longer recommended.
B. Once the Individual model is enabled, it cannot be changed.
C. The Account name is identical to the Contact name.
D. There is a risk of account data skew with the Individual account model and the large volume of contacts.
A nonprofit organization has been using Salesforce without NPSP. The organization is now interested in the NPSP functionality and wants the consultant to recommend if NPSP should be used in the same Salesforce environment or if they shouldstart over in a new environment. Which tool should the consultant use to help evaluate and recommend the best course of action?
A. Salesforce Optimizer
B. Lightning Experience Migration Assistant
C. Setup Audit Trail
D. NPSP Health Check
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
A. Organize reports into appropriate folders.
B. Create a new customobject to store legacy data.
C. Run Health Check.
D. Delete all past activities.
A nonprofit organization is using a free trial of Nonprofit Cloudand 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?
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
How should a consultant install NPSP in an existing Salesforce organization?
A. Download each NPSP component from the AppExchange, install in the target organization, and complete the post-install instructions
B. Visit the NPSP Installer page, install in the target organization, and complete the postinstall instructions
C. Download each NPSP component from The Powrt of Us Hub, install organization, and complete the post-install instructions
D. Visit the NPSP Conversion Utility tool, install in the target organization, and complete the post-install instructions
A nonprofitorganization 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?
A. Create a web-to-case form in Salesforcewith the fields needed to capture the
information asked for on the form.
B. Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.
C. Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, andhave users complete the form.
D. Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.
A nonprofit organization is using NPSP to manage its contacts and their families. What should the consultant recommend about adding other common connections such as siblings and deceased and divorced spouses?
A. Add them as Relationshipentries manually
B. Add them as Relationship record types
C. Add them as Affiliation entries manually
D. Add them as Affiliation record types
How often are updates to the NPSP pushed to production orgs?
A. Three times per year
B. Four times per year
C. Once every two weeks
D. Once every month
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)?
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 andassociate 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 andassociate the individuals with Opportunities and Campaigns.
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?
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
A developer needs to create a custom Apex class in the TDTM framework. Whichsets of steps should the developer take?
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. Createthe Lightning component, test class, and Trigger Handler record
A consultant is importing a number of new individual gifts from a recent fundraising event for a non-profit that is using NPSP. It isvery important that donors receive credit for these new donations. Where is the automatic Opportunity Contact Role hard credit value configured for this scenario?
A. Opportunity Settings
B. Affiliation record
C. NPSP Settings
D. Relationship record
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?
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.
A nonprofit organization wants acost-effective solution to generate and send donation acknowledgements automatically to donors via email. Which Salesforce solution should the consultant recommend?
A. Nonprofit Success Pack
B. Commerce Cloud
D. Marketing Cloud
A nonprofit organizationprovides 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?
A. Activities and Customizable Rollups
B. Volunteer Recurrence and Customizable Rollups
C. Engagement Plans and Levels
D. Volunteer Wizard andReports
How can a user differentiate between aContact's Account and Primary Affiliation under the Household Account model?
A. A Contact's Account is the same as the Contact record, a Contact's Primary Affiliation is the Contact's Household.
B. A Contact's Account is where they live, a Contact's Primary Affiliation is where they work.
C. A Contact's Account is where they work, a Contact's Primary Affiliation is where they live.
D. A Contact's Account is the same as a "bucket" where all Contacts are associated, a Contact's Primary Affiliation is the Contact's Household.
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 consultanttake?
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".
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?
A. If the Target Field exists
B. If the Target Field is a NPSP field
C. If the Target Field hasa validation rule
D. If the Target Object is a custom object
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?
A. Create a picklistfield 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.
B. Set up NPSP Levels for the categories based on Total Gifts This Year.
C. 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.
An international nonprofit organization works across six different countries in Europe and Africa. The organization relies heavily on volunteersin 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?
A. Set up a different Site in Volunteers for Salesforcefor 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.
B. Add text to the Volunteers for Salesforce website informing all volunteers that all time for volunteer jobs andshifts is shown in the time zone of the headquarters and they need to convert the time to their local time zone.
C. Remove the Start Time and End Time fields from the website template and put the times in the description in the local time zone.
D. Set theVolunteer Job's Website Time Zone field value to the time zone in which the job will take place when creating Volunteer Jobs.
Which function of the application development lifecycle does establishing a Center of Excellence address?
B. Data management
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 processtowards finding new potential donors. The VP also wants to track program metrics as compared to donor histories. What should the consultant advise?
A. 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
B. 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.
C. 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.
D. Packaged NPSP dashboards cannot be edited. Recreate the NPSP Development Forecasting dashboard components. Add additional components to track program data.
Anonprofit 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?
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-selectpicklist field to track the assignment and customize related lists.
D. Enable web-to-lead and customize leads and assignment rules.
A nonprofit organization wants to track all donations that go to a specific, designated fund. How should a consultant solution for this use case?
A. Create an Opportunity record type, called "Funds" and then create an Opportunity record for the designated fund.
B. Create a GAU record for the designated fun.
C. Create a GAU Allocation record for the designated fund.
D. Create a custom object for to track fund accounts and then create an Account record for the designated fund.
A local community center provides health care services to eligible local residents. Staff currently triagepatients 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?
A. 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.
B. Create a Flow to guide volunteers on triage screens, capture accurate data and generate a services decision.
C. Use a Standard Lightning Component to displaying custom fields from several objects and generate a services decision.
D. Use a Workflow Rule with Field Updates and Case Assignment Rules to triage and assign the case to the proper services queue.
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?
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
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?
A. AppExchange App
B. Formula Field
C. Roll-Up Summary Field
D. NPSP Customizable Rollups
A nonprofit organization wants to automate some of its routine activities. Whichdeclarative Salesforce solution is designed for process automation?
C. Lightning Flow
D. NPSP TDTM
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?
A. Application development
B. Org development
C. Package development
D. Change Set development
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?
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
Which resource should the consultant recommend to a non-profit organization to suggest new features in NPSP?
A. Power of Us Hub
B. Salesforce Help
C. Salesforce AppExchange
D. Trailblazer Community
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?
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 RecurringDonations.
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?
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
A consultant is setting up agovernance framework as part of a nonprofit organization implementation. Which three elements should be included in a Salesforce-recommended governance structure? Choose 3 answers
A. Agile Methodology
B. Release Management
C. Rules of Engagement
D. Centerof Excellence
E. Design Standards
The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile. What should the consultant do?
A. Create a custom lookup field, "Related Campaign"on the Campaign object.
B. Suggest consolidating at least one of the Campaigns so that it is within the Campaign Hierarchy limit.
C. Create a Campaign Hierarchy with the parent Campaign record as, "Friends of the Organization"
D. Suggest changing the order of the hierarchy.
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?
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 interactwith 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.
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