NONPROFIT-CLOUD-CONSULTANT Online Practice Questions and Answers

A consultant is about to begin a data project with a nonprofit to clean up Opportunity data.

Which opportunity data situation requires a consultant to temporarily disable NPSP Triggers for performance reasons?

A. Uploading 600,000 new Organization Accounts without addresses

B. Uploading 400,000 new records to a custom object

C. Uploading 100,000 new Task records

D. Uploading 1 million new Contact records

A nonprofit organization has white papers, case studies, and impact reports on its website. The organization wants to track website visitors who download those assets. Once tracked, the organization wants to pursue the visitor as a constituent. Which solution should be considered?

A. Campaigns

B. Community Cloud

C. Pardot

D. Salesforce DMP

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?

A. 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.

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

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

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

A membership organization needs to send out automated renewal emails on a 30/60/90 period. Each referenced email template needs to differ based on the members' web site visits. Which automation method should a consultant recommend?

A. Process Builder

B. Apex Trigger and Scheduler

C. Time-Based Workflow

D. Pardot

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?

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

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

C. Enable Automatic Campaign Member Management in NPSP settings.

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

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?

A. Activities and Customizable Rollups

B. Volunteer Recurrence and Customizable Rollups

C. Engagement Plans and Levels

D. Volunteer Wizard and Reports

Which one do you like?

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

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

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

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

A case manager wants to assign a group of services to a client.

What should the consultant ensure is configured prior to the case manager using the Case Plan Wizard?

A. A Program with Goals

B. A Program with Goals and Action Item Templates

C. A new Case Plan

D. A Program with Action Item Templates

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

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

A. Goals guarantee executive engagement.

B. Goals provide a way to measure and prove results.

C. Goals define a clear purpose for the project.

D. Goals catalog all of the teams' pain points.

A nonprofit is getting ready to go live with its Nonprofit Cloud implementation.

Which two sandbox configuration options can the consultant create to ensure effective user acceptance testing and training? Choose 2 answers

A. Partial Data Sandbox

B. Developer Sandbox

C. Developer Pro Sandbox

D. Full Data Sandbox

A nonprofit wants to use Customizable Rollups in its NPSP org. What should the consultant advise1?

A. After Customizable Rollups are enabled, it is irreversible.

B. Advanced Currency Management is unsupported by Customizable Rollups.

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

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

A nonprofit organization wants to add any donor who gives to its Capital Fund to the Capital Campaign. Which two steps should be taken to accomplish this?

A. Populate the Primary Campaign Source field on the Opportunity record

B. Upload a list of all donors as Campaign Members using the Data Import Wizard

C. Enable the Automatic Campaign Member Management in NPSP settings

D. Create a trigger that automatically adds any donor as a Campaign Member

A nonprofit is embarking on an organization implementation to replace numerous outdated systems. A consultant recommends establishing a Lean Governance Framework to ensure compliance, assess risk, and roll out a successful implementation for all users.

Which component is a key process of the Lean Governance Framework?

A. Executive buy-m

B. Software Development Lifecycle

C. End user management

D. Power user feedback

In the NPSP Data Import Template, the Account fields should contain which two types of information? Choose 2 answers

A. Household-related data

B. Contact's employer-related data

C. Business-related data

D. Contact's address-related data