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A nonprofit organization is using Cases in Salesforce for case management with its clients. The nonprofit organization wants to relate Cases for the same client to each other. How should the consultant advise the organization?
A. Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.
B. Create a custom field for an ID numberand assign the same number to all cases that need to be connected
C. Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases
D. Create a custom object that connects Cases to each otherwith two Case lookup fields and add a check box field to designate the parent Case.
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?
A. There is an error message because there are closed/won donations associated with the Account record.
B. There is an error message because there are recurring donations associated with the Contacts in this Account.
C. There is an error message because there are relationships associated with the Contacts in this Account.
D. The Household Account record is deleted.
What are the two key placesto locate NPSP release information? Choose 2 answers
A. Power of Us Hub
B. trust.salesforce.com
C. Partner Success Community
D. GitHub Cumulus Releases
A nonprofit organization had enabled Person Accounts inits org and now wants to install NPSP. The nonprofit organization wants to completely remove all Person Account features. What should the nonprofit organization consider?
A. Apply for a new Salesforce organization and request a license transfer
B. Use theNPSP Conversion Utility Tool
C. Ensure the Person Account record type is selected as the Household record type in NPSP Settings
D. Create a case in Salesforce to completely remove the Person Account record type
A donor donates $500 to a nonprofit that is matched by his employer. How are the hard credits and soft credits listed in NPSP?
A. The donor has a hard credit of $500 and a soft credit of $500, and the employer has a hard credit of $500
B. The donor hasa soft credit of $500 and the employer has a hard credit of $500
C. The donor has a hard credit of $500, the employer has a hard credit of $500, and there are no soft credits
D. The donor has a hard credit of $500 and the employer has a soft credit of $500
A nonprofit organization using NPSP does a lot of mailings and wants to ensure states and countries are entered accurately into Salesforce. Thenonprofit 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?
A. NPSP Data Import object doesn't support State and Country abbreviations in picklist form
B. The Individual ("Bucket") account model does not support Stateand Country Picklists
C. Predefined State and Country abbreviations on Address records must be used
D. State and Country Picklist values can only be configured on the Address object
The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizingthe total amount awarded with payments towards the total. How can this be accomplished with NPSP using Account records for the grant making institution?
A. Create Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.
B. Create Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.
C. Create Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.
D. Create Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.
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 tomany different Accounts. Which Salesforce object does Saleforce.org recommend using to address this complexity?
A. Relationships
B. Contact (associated to Multiple Accounts)
C. Connections
D. Organization Accounts
E. Affiliations
A nonprofit customer is concerned about its users having their Salesforce usernames and passwords compromised. Which Salesforce security feature should the consultant recommend?
A. Set up two-factor authentication
B. Add IP ranges on user profiles
C. Specify a My Domain login policy for its Salesforce instance
D. Specify a Trusted IP Range for each user
A nonprofit organization wants to automatically generate an Opportunity whenever a Lead is converted. What should the consultant do to meet this requirement?
A. Select the "Create an Opportunity on Lead Convert"checkbox in NPSP Settings.
B. Write a trigger that automatically generates an Opportunity on Lead conversion.
C. Install a third-party app from the AppExchange that converts leads to any other object.
D. Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.
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?
A. Select Find Matched Gifts and clickon the Find More Gifts button.
B. Create a Lightning quick action declaratively.
C. Create a Contact lookup field on the Opportunity object.
D. Select Manage Soft Credits and change the Role for the donor.
A nonprofit organization needs to frequently import membership renewal data and dailydonation data andneeds a different configuration for each.Which tool should the consultant recommend?
A. Salesforce Import Wizard
B. NPSP Data Importer
C. Salesforce Data Loader
D. NPSP Data Import Batch
A nonprofit organization needs to send a mailing to all clients to invite them to aninformational session on its workforce development program. The organization wants totrack who it was sent to and who responded. The organization is using the NPSP with theHousehold Account Model. What should a consultant advise them to do to accomplish thisin Salesforce?
A. Create a report using the NPSP All Contacts report and add a filter to just include clients
B. Create a mailing list Campaign, then create a report using the type Contacts & Accountswith a filter for clients, then add to Campaign
C. Create a Campaign, filter a list view for clients and add to Campaign. Create a reportwith the type Campaigns with Campaign Members.
D. Create a Campaign field and add all clients to it, then use the Household Mailing Listbutton to generate the mailing list.
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?
A. View the Setup Audit Trail
B. Keep the job
C. Run a debug log
D. Delete the job