Salesforce Nonprofit Cloud Consultant Training Material

dumps2021-12-14T03:30:21+08:00

Salesforce Nonprofit Cloud Consultant training material is here for you to test the topics. There are 60 multiple choice/multiple select questions in real Nonprofit Cloud Consultant exam, and you have 105 minutes to write all the questions. The required passing score of Nonprofit Cloud Consultant exam is 67%. The registration fee is $200. Free Salesforce Nonprofit Cloud Consultant training material is available below.

Page 1 of 6

1. 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?

Delete the values in the phone and email fields

Delete the Contact record

Select the Deceased field

Select the Do Not Email, Do Not Contact, and Email Opt Out fields

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

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.

3. 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?

Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard

Create a joined report with Opportunities and Campaigns

Create a report type that includes Contacts such as the Opportunities with Contact Roles report type

Go to Setup and add the "Add to Campaign" button to the report type

4. A local community center provides health care services to eligible local residents. Staff currently triage patients through of a series of qualifying questions that drive additional qualification questions. The center wants to extend triage capabilities to its volunteers to determine whether residents qualify for services. Service decisions need to be made immediately while the patient is interacting with the staff or volunteer.

Which solution should the consultant recommend?

Use Case records, Validation Rules and Process Builder to post case details to the central volunteer Chatter Group so all volunteers can collaborate on eligible services.

Create a Flow to guide volunteers on triage screens, capture accurate data and generate a services decision.

Use a Standard Lightning Component to displaying custom fields from several objects and generate a services decision.

Use a Workflow Rule with Field Updates and Case Assignment Rules to triage and assign the case to the proper services queue.

5. A development associate received a corporate matching gift that the original donor did not indicate was to be matched.

Which solution should the consultant recommend?

Select Find Matched Gifts and click on the Find More Gifts button.

Create a Lightning quick action declaratively.

Create a Contact lookup field on the Opportunity object.

Select Manage Soft Credits and change the Role for the donor.

6. The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year. There is a custom checkbox field on the Contact record to indicate board members.

How should the consultant create this report?

Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRU

Summarize the Total Gifts this Year and Soft Credits this Year fields.

Use the Contacts & Accounts report type. Add a field filter for Board Member = TRU

Include the Total Gifts this Year and Soft Credits this Year fields.

Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRU

Group results by the Total Gifts this Year and Soft Credits this Year fields.

Use the Contacts & Accounts report type. Add a field filter for Board Member = TRU

Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.

7. A nonprofit needs to track key information for grants it applies for and receives, such as deadline dates, activity completion dates, and descriptions. In addition, the nonprofit wants to track actions completed and view the next deadline date on the Opportunity.

Which feature should the consultant recommend?

Engagement Plans

Cases

Deliverables

Tasks and Events

8. A nonprofit is using NPSP with the default account model and settings. A user creates and saves a new Contact leaving the Account Name blank.

How does NPSP handle the Account?

The Contact is added to an existing Account.

An Account is created with a household name.

An Account is created with the same name as the Contact.

The Account Name remains blank.

9. A Household Account has Contacts with Recurring Donations, Relationships, and closed/won donations associated with it.

What happens when a system administrator attempts to delete this Household Account record?

There is an error message because there are closed/won donations associated with the Account record.

There is an error message because there are recurring donations associated with the Contacts in this Account.

There is an error message because there are relationships associated with the Contacts in this Account.

The Household Account record is deleted.

10. Which function of the application development lifecycle does establishing a Center of Excellence address?

Documentation

Data management

Deployment

Testing

Governance

Page 2 of 6

11. 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?

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

12. A nonprofit wants to convert from Legacy Recurring Donations to Enhanced Recurring Donations.

What are two considerations the nonprofit should take into account before making the switch? Choose 2 answers

Enhanced Recurring Donations introduces a new custom object.

An ETL tool is required to revert to Legacy Recurring Donatrons.

All existing integrations should be reviewed for compatibility.

Reverting to Legacy Recurring Donations is unsupported.

13. The event manager for a nonprofit organization periodically imports a cleaned, structured list of event registrations. Now should the consultant set up the TDTM Trigger Handlers?

Disable Opportunity Contact Role trigger handlers.

Disable TDTM for specific users.

Disable the Trigger Handler using Apex instead of TDT

Disable TDTM for all users.

14. 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

15. 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?

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.

16. 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

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

17. A nonprofit realizes that the target deployment date is concurrent with a Salesforce major seasonal release window.

Which two steps should the nonprofit take when finalizing the plan for the new feature in production? Choose 2 answers

Verify the sandbox Is on the same release as production.

Log a Salesforce support case to change the version of the sandbox release.

Deploy a Change Set during the upgrade window for the production instance.

Review the sandbox preview instructions for the upcoming release.

18. A nonprofit organization wants a report that compares giving at a consistent point in time from year to year.

Now should the consultant set this up?

Create a matrix report bucketing the dates you wish to compare.

Create a joined report showing the two years side by side.

Run the NPSP Account SYBUNT and Contact SYBUNT reports.

Set up a Reporting Snapshot on Opportunities.

19. A nonprofit wants to use Salesforce technology to train and test its employees on skills related to brand messaging, creating support cases for IT, and publishing online videos.

Which solution should the consultant recommend?

Custom Help pages

Prompts for In-App Guidance

myTrailhead

Knowledge

20. A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.

What should the consultant advise to capture this in Salesforce?

Create a Campaign for the funder and add all Opportunities including the original grant and any renewal grants to the Campaign.

Create a child Opportunity for the renewal grant from the original grant using the Renewal Grant Opportunity record type.

Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the new grant and check the "Is Grant Renewal" field.

Ensure that when naming the Opportunity for the renewal grant, "Renewal" is included in the name as well as the name of the funder.

Page 3 of 6

21. 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.

22. A nonprofit created a custom Opportunity Name for all In-kind gifts.

Which two considerations should the consultant discuss with the nonprofit? Choose 2 answers

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.

23. The development director at a nonprofit needs to track grant lifecycles using NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments.

How should the consultant model payments, applications, reporting deadlines, and actions in NPSP for the grant seeking institution?

Payments = Opportunities with Deliverables Applications = Activities Reporting deadlines = Opportunities with Deliverables Actions = Activities

Payments = Opportunities with Payments Applications = Deliverables Reporting deadlines = Deliverables Actions = Activities

Payments = Opportunities with Payments Applications = Activities Reporting deadlines = Activities Actions = Activities

Payments = Recurring Donations with Opportunities Applications = Deliverables Reporting deadlines = Deliverables Actions = Activities

24. A consultant is working on a data migration to NPSP that includes tens of millions of records across many objects. The migration needs to take place over a weekend to minimize system downtime.

What should the consultant recommend?

SOAP API

NPSP Datalmport

Bulk API

Data Import Wizard

25. A nonprofit organization wants to designate its donors into three categories, Gold, Silver, and Bronze, based on the total gift amount for that year .

How can this be accomplished using NPSP?

Create a picklist field that will display the categories based on the Total Gifts This Year field. B Create a custom field on the Opportunity that will display the categories and a process in Process Builder to populate the value based on the Total Gifts This Year field.

Set up NPSP Levels for the categories based on Total Gifts This Year.

Create a custom field on the Opportunity that will display the categories and a custom trigger to populate the value based on the Total Gifts This Year field.

26. Which resource should the consultant recommend to a non-profit organization to suggest new features in NPSP?

Power of Us Hub

Salesforce Help

Salesforce AppExchange

Trailblazer Community

27. An employee has been terminated at a nonprofit. The nonprofit's system admin immediately disabled the former employee as a Salesforce user but is concerned the employee may have exported exposed login credentials to multiple external systems before departing.

Which feature should the consultant recommend to protect this data in the future?

Organization-wide Defaults

Individual Object

Shield Platform Encryption

Named Credentials

28. 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 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

29. A nonprofit is implementing Salesforce for program management. The nonprofit wants to measure user adoption after go-live.

What are two metrics the nonprofit can use to measure user adoption' Choose 2 answers

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

30. How can a user differentiate between a Contact's Account and Primary Affiliation under the Household Account model?

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.

Page 4 of 6

31. A development director needs to understand which organizations have given to the nonprofit in some year prior to the current, but have not contributed to the nonprofit in the current year .

How should the consultant accomplish this task?

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

32. A gift officer is entering donations and wants to track that the donor responded to the most recent direct mail campaign.

Which feature should the consultant configure to record the donor's campaign response?

Custonwable Rollups

Automatic Campaign Member Management

Sales Process

Customizable Campaign Influence

33. Which two sections should be included in a Salesforce-recommended V2MOM? Choose 2 answers

Vision

In Milestones

Objectives

Metrics

Virtues

34. Which two scenarios should be included in a Salesforce-recommended V2MOM?

Metrics

Virtues

Milestones

Vision

Objectives

35. Which one do you like?

Create a custom text field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

Create a custom currency field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

Create a custom number field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

Create a custom text formula field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

36. A nonprofit organization wants to use a multi-channel marketing tool for its email, social, and text messaging engagement .

Which solution should the consultant recommend?

Marketing Cloud

Pardot

Community Cloud

Service Cloud

37. A nonprofit organization wants to integrate its event management system and Salesforce. The organization wants to automatically send event and event attendee data from its event management system and create Campaigns and Campaign Members in Salesforce on a daily basis .

What should the consultant recommend?

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

38. 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 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.

39. A nonprofit organization provides case management to its clients. There is a requirement for a score to be automatically assigned to each client based on several factors such as age, income and number of health conditions. The nonprofit also wants to automate the creation and assignment of follow up tasks related to the client.

Which combination of functions should the consultant recommend?

Activities and Customizable Rollups

Volunteer Recurrence and Customizable Rollups

Engagement Plans and Levels

Volunteer Wizard and Reports

40. What are the two key places to locate NPSP release information? Choose 2 answers

Power of Us Hub

trust.salesforce.com

Partner Success Community

GitHub Cumulus Releases

Page 5 of 6

41. 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?

Add them as Relationship entries manually

Add them as Relationship record types

Add them as Affiliation entries manually

Add them as Affiliation record types

42. A nonprofit is loading 5 million donation history records into Salesforce from a payment processing system.

What should the consultant do to ensure the data load Is successful?

Create an Apex Test Class.

Temporarily disable TDTM Trigger Handlers.

Disable Data Validation Rules.

Deploy a Custom Apex Class with TDT

43. During the Build phase of a project, one line of business requests the addition of a new field that is essential for its business process. A different line of business objects to the request and says that this field is unnecessary and will result in duplicate data.

How should the consultant handle this?

Fulfill the request and add the field, but create a separate page layout so the field is only visible to the line of business that made the request.

Use the established governance committee for discussion and resolution.

Work quickly to negotiate between the two groups and resolve the issue before it escalates to the executive sponsors.

Add the field into a sandbox to test and validate expected outcomes.

Remove themselves from the discussion and suggest that the two business line leaders meet to make a decision.

44. The system administrator at a nonprofit wants to use Advanced Mapping for regular data imports of constituent and donation data.

What is an important consideration of Advanced Mapping?

The target fields can only be text, currency, number, date or address fields.

The target objects must be NPSP objects.

The target objects must directly relate to Accounts, Contacts, or Opportunities.

Checkbox fields are unavailable to map to as target fields.

45. 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?

Person Accounts should be tested in NPSP, and can be turned off if it does not work as intended

Ensure the Person Account record type is selected as the Household record type in NPSP Settings

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

Person Accounts were not designed to work with NPSP, and is not supported for use with NPSP

46. 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.

47. A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model .

What action should the consultant take?

Run the NPSP Health Check Tool

Run the Salesforce Optimizer

Run the Data Quality Analysis Dashboard

Run the Lightning Readiness Assessment

48. A nonprofit organization created a custom Opportunity name for all organization donations.

Which two considerations should the consultant discuss with the organization? Choose 2 answers

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.

49. A nonprofit stores a government-issued personal identification number on each constituent's Contact record in an encrypted field.

What should a consultant enable on a Permission Set to ensure the personal identification number is fully accessible by a subset of org users'?

View Ail Contact object permission

View All Data system permission

Manage Encryptiorvieys system permission

View Encrypted Data system permission

50. A consultant needs to set up a sandbox strategy for a nonprofit implementation project involving two major development initiatives.

For which three purposes should separate sandboxes be used?

Quality Assurance

Analytics

Field Tracking

Staging

Development

Page 6 of 6

51. A nonprofit organization uses Customizable Rollups and has a large volume of Recurring Donation Allocations for a specific fund. The system administrator notices a scheduled skew job, but does not remember scheduling it .

What should the consultant advise the system administrator to do?

View the Setup Audit Trail

Keep the job

Run a debug log

Delete the job

Salesforce Nonprofit Cloud Consultant Training Material

Salesforce Nonprofit Cloud Consultant Training Material

Share this post

Leave a Reply Cancel reply

Related Posts