A nonprofit using Salesforce configured with Person Accounts has recently installed NPSP into its org. Which two configurations should a consultant set to ensure that Person Accounts and NPSP can coexist? Choose 2 answers
A. The Household record type in NPSP Settings is different than the Person Accountsrecord type.
B. Create a validation rule to prevent the creation of Person Accounts.
C. The default record type for profiles of any user who converts leads is different than thePerson Account record type.
D. Remove permissions to Person Accounts for all profiles except System Admin.
A nonprofit has significant staffturnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit. How should the consultant meet the requirement?
A. Run and view the Setup Audit Trail.
B. Complete all field descriptions.
C. Run the Schema Builder.
D. Create a field history report.
A gift officer is entering donationsand wants to track that the donor responded to the most recent direct mail campaign. Which feature should the consultant configure to record the donor's campaign response?
A. Custonwable Rollups
B. Automatic Campaign Member Management
C. Sales Process
D. Customizable Campaign Influence
A nonprofit organization has white papers, case studies, and impact reports on its website. Theorganization 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?
A. Affiliation record
B. Relationship record
C. NPSP Settings
D. Opportunity Settings
A case manager wants to assign a group of servicesto a client. What should the consultant ensure is configured prior to the case manager using the Case Plan Wizard?
A. A Program with Goals
B. A Program with Goals and Action Item Templates
C. A new Case Plan
D. A Program with Action Item Templates
A nonprofit wants to run an enrollment report for its education classes. Which Program Management Module object should the consultant use to build the report?
A. Service Delivery
B. Program Engagement
C. Program Cohort
D. Service
A nonprofit using NPSP receives funding it uses to award grants to national and local arts organizations. Thenonprofit wants to track the funds it receives and allocates. What should a consultant recommend to the nonprofit-?
A. Configure NPSP Settings to track inbound and outbound funds.
B. Configure NPSP Settings grants management functionality.
C. Install the Program Management Module.
D. Install the Outbound Funds Module.
A nonprofit is rolling out a newimplementation of Salesforce and NPSP containing custom code. The project go-live date is a few days before a Salesforce release. Theproject team has proposed developing in a sandbox on a preview instance to review new features and then deploy to production prior to the release date. Which important consideration should the consultant discuss with the project team?
A. The API version in the preview sandbox differs from Production.
B. A support case is required to request a preview sandbox.
C. A preview sandbox has limited metadata storage.
D. A preview sandbox is only available in the Unlimited Edition.
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 agift is successfully matched to an existing record, which two updates may occur? Choose 2 answers
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.
A nonprofit receives grants so it can offer scholarships to students who attend the nonprofit*s community training programs.
A. NPSP to track the grants the nonprofit receives; Gift Entry to track the scholarships thenonprofit offers; Education Data Architecture to track the training programs.
B. Program Management Module to track the grants the nonprofit receives; OutboundFunds Module to track the scholarships the nonprofit offers; Education Data Architecture totrack the training programs.
C. Outbound Funds to track the grants the nonprofit receives; NPSP to track thescholarships the nonprofit offers; Education Data Architecture to track the trainingprograms
D. NPSP to track the grants the nonprofit receives; Outbound Funds Moduleto trackscholarships the nonprofit offers; Program Management Module to track the trainingprograms