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Salesforce Certified Nonprofit Cloud Consultant Practice Test - Questions Answers, Page 10

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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?

A.
Person Accounts should be tested in NPSP, and can be turned off if it does not work as intended
A.
Person Accounts should be tested in NPSP, and can be turned off if it does not work as intended
Answers
B.
Ensure the Person Account record type is selected as the Household record type in NPSP Settings
B.
Ensure the Person Account record type is selected as the Household record type in NPSP Settings
Answers
C.
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
C.
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
Answers
D.
Person Accounts were not designed to work with NPSP, and is not supported for use with NPSP
D.
Person Accounts were not designed to work with NPSP, and is not supported for use with NPSP
Answers
Suggested answer: D

A consultant is importing a number of new individual gifts from a recent fundraising event for a nonprofit 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?

A.
Opportunity Settings
A.
Opportunity Settings
Answers
B.
Affiliation record
B.
Affiliation record
Answers
C.
NPSP Settings
C.
NPSP Settings
Answers
D.
Relationship record
D.
Relationship record
Answers
Suggested answer: C

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.
A.
Create an Opportunity record type, called "Funds" and then create an Opportunity record for the designated fund.
Answers
B.
Create a GAU record for the designated fun.
B.
Create a GAU record for the designated fun.
Answers
C.
Create a GAU Allocation record for the designated fund.
C.
Create a GAU Allocation record for the designated fund.
Answers
D.
Create a custom object for to track fund accounts and then create an Account 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.
Answers
Suggested answer: C

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 Relationship entries manually
A.
Add them as Relationship entries manually
Answers
B.
Add them as Relationship record types
B.
Add them as Relationship record types
Answers
C.
Add them as Affiliation entries manually
C.
Add them as Affiliation entries manually
Answers
D.
Add them as Affiliation record types
D.
Add them as Affiliation record types
Answers
Suggested answer: A

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?

A.
Social Studio
A.
Social Studio
Answers
B.
Live Message
B.
Live Message
Answers
C.
Pardot
C.
Pardot
Answers
D.
Google Analytics
D.
Google Analytics
Answers
Suggested answer: A

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
A.
Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard
Answers
B.
Create a joined report with Opportunities and Campaigns
B.
Create a joined report with Opportunities and Campaigns
Answers
C.
Create a report type that includes Contacts such as the Opportunities with Contact Roles report type
C.
Create a report type that includes Contacts such as the Opportunities with Contact Roles report type
Answers
D.
Go to Setup and add the "Add to Campaign" button to the report type
D.
Go to Setup and add the "Add to Campaign" button to the report type
Answers
Suggested answer: C

Explanation:

Topic 2, Exam Pool B

Which one do you like?

A.
Create a custom text field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
A.
Create a custom text field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
Answers
B.
Create a custom currency field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
B.
Create a custom currency field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
Answers
C.
Create a custom number field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
C.
Create a custom number field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
Answers
D.
Create a custom text formula field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
D.
Create a custom text formula field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
Answers
Suggested answer: C

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?

A.
Select the Do Not Email, Do Not Contact, and Email Opt Out fields
A.
Select the Do Not Email, Do Not Contact, and Email Opt Out fields
Answers
B.
Delete the Contact record
B.
Delete the Contact record
Answers
C.
Select the Deceased field
C.
Select the Deceased field
Answers
D.
Delete the values in the phone and email fields
D.
Delete the values in the phone and email fields
Answers
Suggested answer: C

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?

A.
Affiliation record
A.
Affiliation record
Answers
B.
Relationship record
B.
Relationship record
Answers
C.
NPSP Settings
C.
NPSP Settings
Answers
D.
Opportunity Settings
D.
Opportunity Settings
Answers
Suggested answer: C

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?

A.
Select the Deceased field
A.
Select the Deceased field
Answers
B.
Delete the values in the phone and email fields
B.
Delete the values in the phone and email fields
Answers
C.
Select the Do Not Email, Do Not Contact, and Email Opt Out fields
C.
Select the Do Not Email, Do Not Contact, and Email Opt Out fields
Answers
D.
Delete the Contact record
D.
Delete the Contact record
Answers
Suggested answer: A
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