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 Campaign hierarchy for project and year.

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.

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?

Use Account Soft Credits to credit the Donor Advised Fund

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

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?

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

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?

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 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.

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?

Salesforce Duplicate Management

Third party app from the AppExhange

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?

The trial choices include Lightning Enterprise or Lightnng Enterprise + NPSP

The free trial period is for 30 days

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

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?

Salesforce Account Model without NPSP

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

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

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.

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

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

Disable certain Apex classes using TDTM

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

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

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.

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

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

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 postinstall instructions

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?

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

Check that the grace period is set up for memberships.

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.

A nonprofit organization needs to import a list of donations made at a recent gal a. Several of the donors have more than one mailing address. What is the correct order of objects to import data in Salesforce?

Account, Address, Contact, Campaign, Opportunity

Opportunity, Campaign, Contact, Address, Account

Account, Address, Contact, Campaign, Opportunity

Contact, Opportunity, Account, Address, Campaign

Lead, Account, Address, Campaign, Opportunity

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 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.

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.

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

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

Specify a My Domain login policy for its Salesforce instance

Specify a Trusted IP Range for each user

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

Predefined State and Country abbreviations on Address records must be used

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

A nonprofit organization is using NPSP Data Importer for Contacts. The consultant has noticed that even though the mappings are correct, some of the Account records are not automatically being created. Which two things should the consultant check?

If the required fields are included in the import

If there are required fields on the Account

If all the email addresses are properly formatted

If all records have a phone number

If the required fields are included in the import

If there are required fields on the Account

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?

Enable the Automatic Campaign Member Management in NPSP settings

Populate the Primary Campaign Source field on the Opportunity record

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

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?

Upgrade the Recurring Donations package by itself.

Delete all fields labelled Deprecated.

Upgrade the Recurring Donations package by itself.

Delete the custom Households object.

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?

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

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.

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?

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

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.

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

Check the Acknowledgement Status picklist value on the Opportunity object.

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.

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?

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

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

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.

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?

Contact (associated to Multiple Accounts)

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 Recurring Donation object and use NPSP Recurring Donation Custom Field Mappings

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

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

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.

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?

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

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

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

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

Salesforce Certified Nonprofit Cloud Consultant Practice Test 2

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

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Salesforce Certified Nonprofit Cloud Consultant Practice Test 2

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Salesforce Certified Nonprofit Cloud Consultant Practice Tests

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