NONPROFIT-CLOUD-CONSULTANT Online Practice Questions and Answers

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?

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 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?

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.

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

What is the cause of this issue?

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.

A nonprofit admin notices that case managers are failing to gather required information when qualifying new beneficiaries for its programs. Which Salesforce automation tool should the nonprofit use to collect the correct data?

A. Workflow

B. Approval Process

C. Process Builder

D. Salesforce Flow

A development officer wants to integrate wealth scoring information into Salesforce. Which solution should the consultant recommend?

A. Pardot

B. Philanthropy Cloud

C. Salesforce Optimizer

D. A third-party app on the AppExchange

A nonprofit wants to segment its constituents based on their donations from the prior fiscal year. The nonprofit wants to include only onetime gifts it received. Which NPSP feature should the consultant use to meet this requirement?

A. Advanced Mapping

B. Levels

C. Customizable Rollups

D. Engagement Plans

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?

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.

A nonprofit is using Nonprofit Cloud Case Management. Case managers need to share the initial, midterm, and final client assessments; updates or notes on the client; and pertinent alerts about the client with other staff within the nonprofit who also provide services to the client.

Which two approaches should a consultant recommend to meet the requirement? Choose 2 answers

A. Create Sharing Rules for Assessments, Client Notes, and Client Alerts that share these with the public group.

B. Create a Public Group of staff that need access to this information.

C. Create a permission set that grants Read/Write access to Assessments, Client Notes, and Client Alerts objects.

D. Create a Private Group of staff that need access to this information.

A nonprofit wants to predict the likelihood of a contact recurring donor. What should the consultant recommend to meet

A. Create NPSP Levels for number of donations

B. Implement NPSP Enhanced Recurring Donations

C. Create a Customizable Rollup Field for number

D. Implement Einstein for Nonprofits

A nonprofit wants to send monthly project updates to donors who have given 10 or more times. The nonprofit wants to add new donors who meet this criteria to the newsletter campaign.

How should a consultant ensure the campaign stays current?

A. 1. Create a list view of Opportunities and filter the list by Total Number of Gifts.

2. Run the list view each month and click the Add to Campaign button.

B. 1. Add standard roll-up fields to the Contact record to calculate total number of gifts.

2. Run the report each month filtered by this roll-up and click the Add to Campaign button.

C. 1. Create a Contact report and filter by Total Number of Gifts.

2. Run the report each month and click the Add to Campaign button.

D. 1. Create a Report of Opportunities, grouped by Primary Contact, and add a filter to exclude donors who fail to meet the criteria.

2. Run the report each month and click the Add to Campaign button.