Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant (SP23) Question and Answers

Import Wizard

Data Loader

NPSP Data Import

ETL Tool

Three times per year

Four times per year

Once every two weeks

Once every month

System Overview Page

Trigger Configuration

Error Log

Event Monitoring

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.

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

The contacts must be in the same household to merge.

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

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

Pardot

Philanthropy Cloud

Salesforce Optimizer

A third-party app on the AppExchange

Option A

Option B

Option C

Option D

Add Program Management Module to track courses and training participation.

Add Volunteers for Salesforce to track courses and training participation.

Use Engagement Plans for donor engagement that includes courses and training participation.

Use Education Data Architecture to track fundraising, courses, and training participation.

NPSP Data Import will automatically create the Campaign Member with the default Member Status.

Respect Duplicate Matching Rules' should be checked in NPSP Settings.

NPSP Data Import Dry Run will validate Campaign Member Status.

Existing Campaigns are matched by exact Name.

Data Loader

Data Import Wizard

NPSP Data Importer

Workbench

Schedule that job to run more frequently.

Decrease the batch size for that job.

Reschedule that nightly job.

Increase the batch size for that job.

Datorama

Marketing Cloud

Pardot

Digital Engagement

Customer adoption

Organizational alignment

Data security

Executive sponsorship

Managing multiple addresses introduces more complexity.

Three addresses per contact or organization can be migrated into NPSP.

The default address is updated on a nightly basis.

Address records consume additional data storage.

Create Payment Mappings in NPSP Settings.

Create custom fields on the Payment object.

Create lookup fields on the Payment object.

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

Self-Service Portal

Program Management Module

Engagement Plans

Service Cloud

Create the donation opportunity for the individual. Add the board member as a Soft Credit contact role for the donation. Create k^a relationship between the board member and the individual.

Create a relationship between the individual and the board member with a Related Opportunity Contact Role of Soft Credit. Create the donation opportunity for the individual.

Create a relationship between the individual and the board member. Create the donation opportunity for the individual. Add the

board member as a Soft Credit contact role to the donation.

Create a relationship between the individual and the board member. Create the donation opportunity for the individual. Enter a Partial Soft Credit for the board member.

Create an Opportunity record type called "Funds".

Create a General Accounting Unit record for the designated fund.

Create a custom object to track fund accounts.

Create a GAU Allocation record for the designated fund.

Create a workflow rule that updates the Campaign Status when an Opportunity is created.

Create an Apex Trigger to update the Contact's Campaign record.

Enable Automatic Campaign Member Management in NPSP settings.

Use Process Builder to update the Contact's campaign member record.

Membership End Date is equal to NEXT 30 DAYS.

Membership End Date is equal to or less than NEXT 30 DAYS.

Membership End Date is equal to or greater than NEXT 30 DAYS.

Membership End Date equals NEXT 30 DAYS and does not equal NEXT 29 DAYS.

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

Program

Service

Program Engagement

Program Cohort

How is marketing data maintained and is it currently clean and accurate?

Will departments be sharing the same marketing data?

What are the overall marketing objectives and strategy?

How much visibility does the nonprofit need into the lifecycle of its marketing leads?

Affiliation record

Relationship record

NPSP Settings

Opportunity Settings

The API version in the preview sandbox differs from Production.

A support case is required to request a preview sandbox.

A preview sandbox has limited metadata storage.

A preview sandbox is only available in the Unlimited Edition.

Review code coverage.

Control the order in which the code executes.

Identify code that is unused.

Disable specific pieces of code.

After Customizable Rollups are enabled, it is irreversible.

Advanced Currency Management is unsupported by Customizable Rollups.

Existing User Defined Rollups need to be re-created as Customizable Rollups.

Customizable Rollups can only be used in orgs using the Household Account model.

Number of Opportunity records created in the last 30 days

Number of Account and Contact records created in the last 30 days

Percentage of staff logging in on a weekly basis

Percentage of Leads converted on a weekly basis

Organization-wide Defaults

Individual Object

Shield Platform Encryption

Named Credentials

Check if the report type includes Opportunities.

Check if the report type includes Payments

Check a custom field, "Check/Reference Number" on Opportunity

Check a custom field, "Check/Reference Number" on Payments

A Contact's Account is the same as the Contact record, a Contact's Primary Affiliation is the Contact's Household.

A Contact's Account is where they live, a Contact's Primary Affiliation is where they work.

A Contact's Account is where they work, a Contact's Primary Affiliation is where they live.

A Contact's Account is the same as a "bucket" where all Contacts are associated, a Contact's Primary Affiliation is the Contact's Household.

Opportunity Settings

Affiliation record

NPSP Settings

Relationship record

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

Set up two-factor authentication

Add IP ranges on user profiles

Specify a My Domain login policy for its Salesforce instance

Specify a Trusted IP Range for each user

Export event and event attendee information to the NPSP Import Template and import into Salesforce

Consider using a middleware tool to integrate the event management system with Salesforce

Export Campaign and Campaign Member information and import into the event management system

Consider using Salesforce Connect

Align each story to the implementation vision.

Associate an epic to each story.

Assign a priority to each story.

Include configuration instructions on each story.

Payment Allocations

Recurring Donations

NPSP Settings

Accounting Triggers

Create a custom field for Membership Amount and select it for membership rollups.

Select the membership record type for membership rollups.

Create an Opportunity record type for memberships.

Set a grace period for memberships.

Salesforce Trust Site

AppExchange

Trailblazer Community

Salesforce Help

Create a Batch and map Opportunity Primary Contact on First and Last Name.

Schedule a Batch by updating the NPSP Scheduled Batches.

Create a Batch and match Contact on First and Last Name.

Schedule a Batch by checking the Process Using Scheduled Job checkbox.

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

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.

Nonprofit Success Pack

Commerce Cloud

Pardot

Marketing Cloud

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.

People, processes, cost

Time, governance, people

Quality, processes, time

Cost, quality, time

The object from which the record is derived is a custom object.

The target field is on the correct object.

The object from which the record is derived is an NPSP object.

The target field has an active validation rule.

Create a list view on Contacts showing Volunteer Skills and Volunteer Availability. Add a filter for landscaping skills and sort the

list to find volunteers who are available at the given time.

Click the the Volunteers Wizard and enter landscaping skills in the search box. Click search and filter the results by entering the desired Volunteer Availability. Select an available volunteer.

Click the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the desired values. Click search and select an available volunteer.

Create a report with the report type of Contacts with Volunteer Hours and Volunteer Jobs. Filter the Jobs by landscaping and

Volunteer Availability for the given time. Select an available volunteer.

Accounting Subledger

NPSP Data Importer Templates

Data Import Wizard

Advanced Mapping

Since Closed/Won donations are associated with the Account record, an error message displays.

The Household Account record and its standard related records are deleted.

Since Affiliations and Relationships are associated with the Contacts in this Account, an error message displays.

The Household Account record and its standard related records remain.

The nonprofit should change existing Opportunities to the new naming convention by running the Refresh All Opportunity Names utility.

The Opportunity Name Format will only be applied to new Opportunities of the matching record type,

The nonprofit should change existing Opportunities to the new naming convention through an upsert.

Click the Refresh Name button on one Opportunity record to update all relevant Opportunities.

Upgrade Accounting Subledger from Starter Edition to Growth Edition.

Set "Pledged" stage to "Committed" in Stage to State Mapping.

Set "Pledged" stage to "Finalized" m Stage to State Mapping.

Use Process Builder to create Ledger Entries on Opportunity update.

Set the specific admin as the user to receive error notifications on the NPSP Settings tab under System Tools > Error Notifications.

Uncheck the Send Apex Warning Emails checkbox on all admins except for the specific admin.

Set all users except the specific admin as disabled for receiving error notifications on the NPSP Settings tab under System Tools > Error Notifications.

Change the profile for all users except the specific admin to something different than system admin.

The donor has a hard credit of $500 and a soft credit of $500, and the employer has a hard credit of $500

The donor has a soft credit of $500 and the employer has a hard credit of $500

The donor has a hard credit of $500, the employer has a hard credit of $500, and there are no soft credits

The donor has a hard credit of $500 and the employer has a soft credit of $500

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.

Create a Membership Opportunity record type.

Add a value in the Type field on Opportunity for Membership.

Create a Membership Affiliation record type.

Add a checkbox field on the Opportunity called "Membership".

Power of Us Hub

trust.salesforce.com

Partner Success Community

GitHub Cumulus Releases

Export all Person Account data, then create a help ticket asking Salesforce to uninstall Person Accounts, then install NPSP and reimport the data

Install NPSP in its Salesforce org and set the account model to Household Accounts and the record type to Person Accounts

Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance

Extract the Person Account data, uninstall Person Accounts, install NPSP and reimport the data.

Run the NPSP Health Check Tool

Run the Salesforce Optimizer

Run the Data Quality Analysis Dashboard

Run the Lightning Readiness Assessment

Click on "Setup" and navigate to "Schema Builder".

Install a third-party app from the AppExchange to extract the metadata.

Reference the NPSP Public Data Dictionary.

Click on "Setup" and navigate to "Objects and Fields".

Customize the date range on the NPSP SYBUNT report for Accounts

Customize the date range on the NPSP SYBUNT report for Contacts

Create an Opportunity report that compares Contact donations from the previous fiscal year to the current

Customize the date range on the NPSP LYBUNT report for Accounts

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.

View the Setup Audit Trail

Keep the job

Run a debug log

Delete the job

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.

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

Uploading 600,000 new Organization Accounts without addresses

Uploading 400,000 new records to a custom object

Uploading 100,000 new Task records

Uploading 1 million new Contact records

NPSP and Community Cloud

NPSP and Social Studio

NPSP and Marketing Cloud

NPSP and Pardot

Create a custom lookup field, "Related Campaign" on the Campaign object.

Suggest consolidating at least one of the Campaigns so that it is within the Campaign Hierarchy limit.

Create a Campaign Hierarchy with the parent Campaign record as, "Friends of the Organization"

Suggest changing the order of the hierarchy.

Salesforce Duplicate Management

NPSP Contact Merge

Third party app from the AppExhange

Salesforce Data Loader

Set up a different Site in Volunteers for Salesforce for each country and set the time zone for the Site to the local time zone so all events will appear as the correct time for the time zone.

Add text to the Volunteers for Salesforce website informing all volunteers that all time for volunteer jobs and shifts is shown in the time zone of the headquarters and they need to convert the time to their local time zone.

Remove the Start Time and End Time fields from the website template and put the times in the description in the local time zone.

Set the Volunteer Job's Website Time Zone field value to the time zone in which the job will take place when creating Volunteer Jobs.

Documentation

Data management

Deployment

Testing

Governance

The organization should change existing Opportunities to the new naming convention through an upsert.

The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action.

The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.

The custom naming convention only applies to new Opportunities of matching record types; it is not retroactive.

Select the "Create an Opportunity on Lead Convert" checkbox in NPSP Settings.

Write a trigger that automatically generates an Opportunity on Lead conversion.

Install a third-party app from the AppExchange that converts leads to any other object.

Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.

Quality Assurance

Analytics

Field Tracking

Staging

Development

Pardot Grading

Marketing Cloud Measures

Marketing Cloud Reporting

Pardot Scoring

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 post-install instructions

Marketing Cloud

Pardot

Community Cloud

Service Cloud