NONPROFIT-CLOUD-CONSULTANT Online Practice Questions and Answers

A nonprofit organization wants to automate some of its routine activities.

Which declarative Salesforce solution is designed for process automation?

A. Einstein

B. Pardot

C. Lightning Flow

D. NPSP TDTM

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 user creating Opportunities wants to avoid manually entering information twice in order to have it appear on both the Opportunity record and the Payment record. Which two steps should be taken to set this up?

A. Create Payment Mappings in NPSP Settings.

B. Create custom fields on the Payment object.

C. Create lookup fields on the Payment object.

D. Create a workflow that will copy Payment information to the Opportunity record.

A user has reported an error when trying to merge two contacts using NPSP Contact Merge tab. Which two issues are the likely cause of the problem? Choose 2 answers

A. A unique external Id was kept from the non-master contact.

B. The contacts must be in the same household to merge.

C. The user needs to have delete access to the contacts being merged.

D. The NPSP Duplicate Rule was set to Warn instead of auto-merge.

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 consultant needs to load a large volume of data for a nonprofit.

Which two steps should the consultant take before the data loads to speed up the process? Choose 2 answers

A. Add record owners to Role Hierarchy.

B. Defer Sharing Rule Calculation.

C. Disable related Apex classes in TDTM.

D. Recalculate Sharing Rules.

A nonprofit is moving from a legacy donor management system to NPSP. The nonprofit wants to retain the legacy system's 150 donation appeal source codes as historical data. What should the consultant recommend?

A. Create a custom object "Legacy Source Code" and map a lookup field on Contacts and Opportunities when importing donations.

B. Create a custom text field "Legacy Source Code" on Contact and Opportunity to store the legacy system's source codes.

C. Insert a Campaign for each Legacy Source code and, when importing Contacts and Opportunities, relate them to the Campaign.

D. Add each legacy source code to the Lead Source picklist and set the code when inserting Contacts and Opportunities.

A nonprofit needs more insight into why some corporate sponsorships are closing and why others are lost. They want to evaluate information including pipeline value, number of opportunities. Pardot score, win/lost percentage, stage value, and a table of opportunities. The system admin wants to deploy a solution quickly.

Which solution should a consultant recommend?

A. B28 Marketing Analytics

B. NPSP Advanced Mapping

C. Salesforce Reports

D. Insights Platform Data Integrity