How to Become A Salesforce Certified Nonprofit Cloud Consultant?

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1. A nonprofit wants to use Customizable Rollups in its NPSP org.

What should the consultant advise1?

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.

2. A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments.

What should the consultant do to correctly match the Payments to the Opportunities?

Set the Stage field to "Closed Lost".

Delete the automatically created payments.

heck the Do Not Automatically Create Payment field.

Change the Opportunity record type to an excluded value.

3. A nonprofit customer wants to have the status for a Campaign Member on a fundraising campaign automatically update when a donation is received from that Contact.

What should the consultant recommend?

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.

4. A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anything related to the Person Account model .

What should the consultant advise?

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.

5. A nonprofit sends direct mail appeals via a third-party mail house. The nonprofit pulls a report from NPSP to send to the mail house with address information for each constituent who should receive an appeal. Some constituents prefer to receive mail at an address other than their primary household address.

How should a consultant access a list of those who do not reside at their household mailing address?

Create a custom report type for Addresses and a filter for Address Override = True.

Create a Contacts and Accounts report and add a filter for Address Override = True.

Create a Contacts and Accounts report and add a filter for Primary Address Type-Other.

Create a Campaign and run the Household Mailing List report.

6. A board member introduced a high-net-worth individual to the work of the nonprofit. The individual made a donation at an event.

The fundraising manager wants to record this information in Salesforce. It is important the donation is hard credited to the individual while ensuring this donation, as well as any future donations from the individual, are soft-credited to the board member. The board member and the individual already exist as contacts in Salesforce.

How should the data be entered*?

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.

7. 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

8. The admin at a nonprofit is implementing Salesforce Shield in its org to enable field platform encryption.

What are three NPSP considerations when implementing Shield Platform Encryption? Choose 3 answers

The NPSP Data Import object supports encryption of all fields in the import batch.

If the Role Name field is encrypted on the NPSP Partial Soft Credit object, the nightly Soft Credit rollups fail.

The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted.

Fields on the NPSP Address object can be encrypted, but encryption is unavailable for address fields on the Account and Contact object.

NPSP Data Import is unable to perform Custom Unique Id matching on Accounts and Contacts with an encrypted field.

9. 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.

10. A nonprofit organization needs to import a list of donations made at a recent gala. Several of the donors have more than one mailing address .

What is the correct order of objects to import data in Salesforce?

Opportunity, Campaign, Contact, Address, Account

Account, Address, Contact, Campaign, Opportunity

Contact, Opportunity, Account, Address, Campaign

Lead, Account, Address, Campaign, Opportunity

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11. A nonprofit organization had enabled Person Accounts in its org and now wants to install NPSP. The nonprofit organization wants to completely remove all Person Account features.

What should the nonprofit organization consider?

Apply for a new Salesforce organization and request a license transfer

Use the NPSP Conversion Utility Tool

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

Create a case in Salesforce to completely remove the Person Account record type

12. A consultant is upgrading a non-profit client from version 2 of NPSP to version 3 .

Which action should the consultant take before running the NPSP Installer?

Delete all fields labelled Deprecated.

Upgrade the Recurring Donations package by itself.

Delete the custom Households object.

Run NPSP Health Check.

13. A Household Account has Contacts with Affiliations, Relationships, and Closed/Won donations associated with it.

What is the outcome when a system admin attempts to delete this Household Account record?

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.

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

Which declarative Salesforce solution is designed for process automation?

Einstein

Pardot

Lightning Flow

NPSP TDTM

15. A Salesforce admin would like to report on data from Marketing Cloud using Salesforce reports. The organization's Marketing Cloud instance is using Marketing Cloud Connect. Tracking is enabled.

Which type of data is available for reporting using Salesforce reports?

MobileConnect Message details

Journey Builder Activity details

Interaction Studio Impression details

Email Studio Send details

16. A nonprofit fundraiser notices that some of the NPSP calculated donation summary fields on the Contact and Account records are displaying incorrect values when compared to the donations recorded for each donor.

What are three items the consultant should review to trouWeshoot the issue? Choose 3 answers

Customizable Rollups

Opportunity Stages

NPSP Health Check

Salesforce Optimizer report

Campaign Hierarchy

17. A nonprofit customer must conflict and store its clients' government-issued ID number. The consultant has set up a custom text field for the ID number .

Which security solution should be used to protect this data?

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.

18. 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?

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".

19. A nonprofit is looking for an integrated tool that manages more than one channel for personalized journeys, triggers messages automatically to create stronger relationships, and links communications to donations it has received.

Which solution should the consultant recommend?

PSP and Experience Cloud

NPSP and Pardot

NPSP and Marketing Cloud

NPSP and Social Studio

20. A donor has committed to give a consistent amount every month. The nonprofit wants to update the schedule to reflect one-time adjustments to this amount.

What should the consultant recommend to record the regular donations correctly?

Implement Enhanced Recurring Donations.

Create scheduled Payments.

Create a process using Process Builder.

Clone Opportunities with Payments.

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21. 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

22. A volunteer manager at a nonprofit wants to search for volunteers with landscaping skills who are available at a given time and add them to a shift. The nonprofit is using Volunteers for Salesforce.

What should the consultant advise to meet this requirement?

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.

23. A nonprofit needs to frequently import membership renewal and donation data. Each Import needs a different configuration that will update existing Contacts in addition to creating Opportunities.

Which tool should the consultant recommend?

NPSP Batch Data Import

Salesforce Data Loader

NPSP Data Importer

Salesforce Import Wizard

24. A nonprofit's system admin has seen this error message multiple times:

Npsp,TDTMCContact:execution of AfterUpdate caused by :

System,SObjectException:Invalid field gender_c Contect (npsp)

How should the admin troubleshoot this?

Check to make sure there are no invalid values in the gender field on Contact records.

Verify that all Reciprocal Relationships are mapped to gender field values.

Check that Salutations have been mapped to gender field values.

Verify the correct field for gender is specified in Relationship settings.

25. A nonprofit organization wants to track all donations that go to a specific, designated fund .

How should a consultant solution for this use case?

Create an Opportunity record type, called "Funds" and then create an Opportunity record for the designated fund.

Create a GAU record for the designated fun.

Create a GAU Allocation record for the designated fund.

Create a custom object for to track fund accounts and then create an Account record for the designated fund.

26. 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.

27. A nonprofit has asked a consultant to configure Lightning Record Pages to optimize the user interface.

Which two resources should the consultant use to ensure the nonprofit staff are up to date on the latest Salesforce platform features and best practices? Choose 2 answers

Salesforce Known Issues

Trailhead

Power of Us Hub

Salesforce Help

28. A nonprofit organization uses a vendor for direct mail, and receives a monthly spreadsheet from it with donor information, donation amounts, and the solicitation campaign that the donation was in response to.

How can this information can be entered and de-duplicated against existing individuals in the Nonprofit Success Pack (NPSP)?

Use the Salesforce Data Loader to upload the spreadsheet and then manually check for duplicates and use the NPSP Contact Merge tool to de-duplicate records.

Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Recurring Donations.

Use the Salesforce Import Wizard to upload the spreadsheet and then de-duplicate records using the NPSP Contact Merge tool.

Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Campaigns.

29. The requirements for a Salesforce implementation have been gathered, but there are teams with competing priorities and the overall project goals are undefined.

What are two reasons a project team must define goals? Choose 2 answers

Goals guarantee executive engagement.

Goals provide a way to measure and prove results.

Goals define a clear purpose for the project.

Goals catalog all of the teams' pain points.

30. A nationally federated nonprofit is implementing a single Salesforce org to provide shared fundraising services to its four regional affiliates. Each affiliate and the national nonprofit must see only its own donor data.

Which Salesforce feature would enable this level of record access?

Divisions

Record Types

Role Hierarchy

Criteria-based sharing

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31. 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

32. An international nonprofit organization works across six different countries in Europe and Africa. The organization relies heavily on volunteers in each country to support its work and wants volunteers to be able to sign up for volunteer jobs on its website.

What is a consideration when setting up Volunteers for Salesforce given this context?

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.

33. A large non-profit organization needs to keep track of a vast network of donors in NPSP. The donors have their own complex relationships, where they may be related to many different Accounts .

Which Salesforce object does Saleforce.org recommend using to address this complexity?

Relationships

Contact (associated to Multiple Accounts)

Connections

Organization Accounts

Affiliations

34. A consultant is setting up a governance framework as part of a nonprofit organization implementation.

Which three elements should be included in a Salesforce-recommended governance structure? Choose 3 answers

Agile Methodology

Release Management

Rules of Engagement

Center of Excellence

Design Standards

35. A system administrator encounters an error at run time that a record couldn't be updated when a Customizable Rollup ran .

What should the consultant check?

If the Target Field exists

If the Target Field is a NPSP field

If the Target Field has a validation rule

If the Target Object is a custom object

36. The admin at a nonprofit wants to delegate authority to two specific users to process gift entries.

Which three permissions should the consultant add to a permission set so the users can perform this work with only the necessary level of access? Choose 3 answers

Grant the View All Data permission.

Grant visibility to the Gift Entry tab.

Grant create, edit and delete access to all required objects and fields.

Grant create and edit access to all required objects and fields.

Grant access to BDI_BatchOvemde and BDI_DataImport Visualforce pages.

37. A nonprofit receives a check that includes donations from several donors for a specific program the nonprofit runs.

Which two features should a consultant configure to track this gift? Choose 2 answers

GAU Allocations

Recurring Donations

Partial Soft Credits

Multiple Payments

38. A nonprofit wants to deploy Nonprofit Cloud Case Management into its production org.

Which two prerequisites should be considered prior to installing Case Management? Choose 2 answers

Install NPSP

Enable My Domain

Ensure appropriate licenses are provisioned

Ensure Volunteers for Salesforce is properly configured

39. A nonprofit organization has been using Salesforce without NPSP. The organization is now interested in the NPSP functionality and wants the consultant to recommend if NPSP should be used in the same Salesforce environment or if they should start over in a new environment.

Which tool should the consultant use to help evaluate and recommend the best course of action?

Salesforce Optimizer

Lightning Experience Migration Assistant

Setup Audit Trail

NPSP Health Check

40. A nonprofit trade association sells research papers, certifications, and other products online to its existing members who are primarily universities and companies.

What should a consultant recommend to sell these items?

Salesforce Experience Cloud

Salesforce B2B Commerce

Salesforce B2C Commerce

Salesforce Billing

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41. A large nonprofit organization is a social enterprise that functions in many ways like a for-profit corporation. The organization does mot accept individual donations, but mostly engages with corporations, sponsors, and vendors by selling its own products to further its mission. The organization needs to manage Leads and track its Opportunity pipeline .

Which account model should the consultant recommend?

Administrative Account Model in HEDA

Household Account Model in NPSP

Household Account Model without NPSP

Individual "Bucket" Account Model in NPSP

Salesforce Account Model without NPSP

42. 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?

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.

Assign the volunteer manager and executive director to a Public Group and grant the Public Group access to those fields.

Create a Sharing Rule that grants the volunteer manager and executive director access to the background check fields.

Create a Permission Set that grants access to those fields and assign it to the volunteer manager and executive director.

43. 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.

44. A large nonprofit is a social enterprise that functions like a for-profit corporation. The funding the nonprofit tracks in Salesforce only comes from corporations. The nonprofit needs to manage Leads and track its Opportunity pipeline.

Which account model should the consultant recommend'

Standard Account Model without NPSP

Individual Account Model in N9SP

Person Account Model without NPSP

One-to-One Account Model in NPSP

45. 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?

Workflow

Approval Process

Process Builder

Salesforce Flow

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

Documentation

Data management

Deployment

Testing

Governance

47. The system admin for a nonprofit is receiving a System.DmlException notification.

Where should the consultant view detailed information about the notification?

System Overview Page

Trigger Configuration

Error Log

Event Monitoring

48. A developer needs to create a custom Apex class in the TDTM framework .

Which sets of steps should the developer take?

Create the Visualforce page, test class, and a Trigger Handler record

Create the Apex class, test class, and Trigger Handler record

Create the Apex trigger, test class, and Trigger Handler record

Create the Lightning component, test class, and Trigger Handler record

49. A nonprofit organization needs an audit trial of metadata changes over time and the ability to develop, test, and a release project independent of other projects in development .

Which development model should be chosen?

Application development

Org development

Package development

Change Set development

50. A nonprofit using NPSP performs m-person case management for new and existing clients in the field. When case managers return to the office, they need to enter over 100 contacts from a spreadsheet, and then create a Case for each.

What should the consultant recommend to meet the requirement?

Use Data Import Wizard to insert Contacts and related Cases.

Configure NPSP Data Importer to upsert Contacts with related Cases.

Install Case Management to upsert Contacts and relate them to Cases.

Create a web-to-case form that case managers will use to record the contact details.

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51. A nonprofit using Case Management wants to avoid visually identifying a subset of clients.

How should a consultant configure the view of Contact records to meet the requirement?

Remove Client Photo Component from the Lightning Record Page.

Set Component Visibility for the Client Card Component.

Remove Client Card Component from the Lightning Record Page.

Set Component Visibility for the Client Photo Component.

52. 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.

53. A system admin is trying to figure whether the nonprofit's internal release schedule conflicts with either Salesforce.com or Salesforce.org major releases.

What are two facts about Salesforce.org major releases the consultant could share with the admin? Choose 2 answers

The Salesforce.org release schedule can be found on the SFDO Major Release Announcements group.

Salesforce.org major releases follow the same schedule as Salesforce.com releases.

The Salesforce.org release schedule can be found on the Salesforce Trust website.

Salesforce.org major releases arrive approximately one month after Salesforce.com releases.

54. 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 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.

55. The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation. The development director wants a report to show who the solicitor is for each donor.

Which report type does the system admin need to use to create the requested report?

Contacts with Relationships

Opportunities with Contact Roles

Opportunities with Partial Soft Credits and Contacts

Accounts with Contact Roles and Household

56. i. A Salesforce admin changes an Engagement Plan Template as requested by the development team. The development manager expects to see the changes reflected on an existing Engagement Plan using that Template on a campaign.

Why is the development manager unable to see the Template changes?

The development manager requires additional permissions for the new Engagement Plan Template changes.

Changes to Engagement Plan Templates only affect new Engagement Plans.

Engagement Plan Template changes need to propagate through the platform.

Engagement Plan Template changes must be accepted by the user on the Template detail record first.