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

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.

Create Sharing Rules for Assessments, Client Notes, and Client Alerts that share these with the public group.

Create a Public Group of staff that need access to this information.

Create a permission set that grants Read/Write access to Assessments, Client Notes, and Client Alerts objects.

Create a Private Group of staff that need access to this information.

Check the code coverage of the target org

Disable certain Apex classes manually in production

Check if the data is clean, structured, and in its final format

Disable certain Apex classes using TDTM

Use a middleware tool to integrate the external system with Salesforce.

Use NPSP Batch Data Import to schedule regular Imports from the external system.

Use Salesforce Connect to integrate the external system with Salesforce.

Use NPSP Data Importer Templates to import the necessary data.

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.

AppExchange App

Formula Field

Roll-Up Summary Field

NPSP Customizable Rollups

Not having adequate test code coverage

Not having one or more of the packages in NPSP installed

Not running the NPSP Health Check before trying to upgrade in production

Not changing the account model to the Household Account Model before trying to upgrade

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.

Power of Us Hub

Salesforce Help

Salesforce AppExchange

Trailblazer Community

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

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.

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.

Activities and Customizable Rollups

Volunteer Recurrence and Customizable Rollups

Engagement Plans and Levels

Volunteer Wizard and Reports

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.

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.

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.

NPSP and Community Cloud

NPSP and Social Studio

NPSP and Marketing Cloud

NPSP and Pardot

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 custom text field on the Opportunity object and use NPSP Recurring Donation Custom Field Mappings

Create a text formula field on the Opportunity object and use Process Builder to update all child Opportunities

Create a custom field on the Opportunity object and deploy a trigger to update all child Opportunity records.

Create a custom text field on the Recurring Donation object and use NPSP Recurring Donation Custom Field Mappings

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

Enhanced Recurring Donations introduces a new custom object.

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

All existing integrations should be reviewed for compatibility.

Reverting to Legacy Recurring Donations is unsupported.

NPSP to track the grants the nonprofit receives; Gift Entry to track the scholarships the nonprofit offers; Education Data Architecture to track the training programs.

Program Management Module to track the grants the nonprofit receives; Outbound Funds Module to track the scholarships the nonprofit offers; Education Data Architecture to track the training programs.

Outbound Funds to track the grants the nonprofit receives; NPSP to track the scholarships the nonprofit offers; Education Data Architecture to track the training programs

NPSP to track the grants the nonprofit receives; Outbound Funds Module to track scholarships the nonprofit offers; Program Management Module to track the training programs

Create a custom object for year and a custom object for project to track.

Create a Campaign hierarchy for project and year.

Create reports with bucketing and filters.

Create a process that populates custom fields for each year and project on Opportunities.

Import Wizard

Data Loader

NPSP Data Import

ETL Tool

Opportunity, Campaign, Contact, Address, Account

Account, Address, Contact, Campaign, Opportunity

Contact, Opportunity, Account, Address, Campaign

Lead, Account, Address, Campaign, Opportunity

Organize reports into appropriate folders.

Create a new custom object to store legacy data.

Run Health Check.

Delete all past activities.

Check if the correct Operation is chosen

Verify Opportunity Primary Contact

Check if the correct target custom field is chosen

Verify Customizable Rollups is enabled

Campaign Member records use less storage space than custom object records.

Email subscribers' activities can be retained for a certain length of time.

Unsubscribed Leads should be deleted from Salesforce immediately.

Subscribers must be synced as Leads and Campaign Members In NPSP.

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.

Integrate Salesforce with the accounting system using middleware.

Export data via Salesforce reports to upload to the accounting system.

Develop a custom integration solution.

Schedule a Data Export from Salesforce.

Configure Salesforce Connect to integrate with the accounting system.

A Program with Goals

A Program with Goals and Action Item Templates

A new Case Plan

A Program with Action Item Templates

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.

Insights Platform Data Integrity

Sender Authentication Package

Customer Data Platform

NPSP Address Management

Tell the staff member to select only two instead of three contacts when using Contact Merge.

Make the staff member a system admin.

Create a Permission Set with Modify All on Contacts and Accounts and assign it to the staff member.

Tell the staff member to merge Contacts from the View Duplicates component.

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

1. Create a list view of Opportunities and filter the list by Total Number of Gifts. 2. Run the list view each month and click the Add to Campaign button.

1. Add standard roll-up fields to the Contact record to calculate total number of gifts.

2. Run the report each month filtered by this roll-up and click the Add to Campaign button.

1. Create a Contact report and filter by Total Number of Gifts.

2. Run the report each month and click the Add to Campaign button.

1. Create a Report of Opportunities, grouped by Primary Contact, and add a filter to exclude donors who fail to meet the

criteria. 2. Run the report each month and click the Add to Campaign button.

MobileConnect Message details

Journey Builder Activity details

Interaction Studio Impression details

Email Studio Send details

The current user has an incorrect locale.

The reciprocal relationship value is missing in the NPSP Settings tab.

The Translation Workbench is disabled.

The language is unsupported in NPSP.

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

Executive buy-m

Software Development Lifecycle

End user management

Power user feedback

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.

AppExchange

Trailhead

Trailblazer Community

Salesforce Help

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".

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.

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.

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.

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.

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

Quality Assurance

Analytics

Field Tracking

Staging

Development

Salesforce Optimizer

Lightning Experience Migration Assistant

Setup Audit Trail

NPSP Health Check

Agile Methodology

Release Management

Rules of Engagement

Center of Excellence

Design Standards

Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE. 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 = TRUE. 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 = TRUE. 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 = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.

Campaigns

Community Cloud

Pardot

Salesforce DMP

Option A

Option B

Option C

Option D

Check if the user has access to the Apex Class for Manage Households.

Check if the Campaign ID filter in the Campaign Household Mailing List report is unlocked.

Check if the user has the View Reports in Public Folders system permission.

Check if the user has access to Households via Role hierarchy.

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?

Permission Sets

Sharing Rules

License Type

Role Hierarchy

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.

Form a powerful guiding coalition.

Summarize final technology implementation steps.

Deploy features to meet departmental requirements.

Establish a sense of urgency.

Datorama

Marketing Cloud

Pardot

Digital Engagement

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.

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.

Run and view the Setup Audit Trail.

Complete all field descriptions.

Run the Schema Builder.

Create a field history report.

Custonwable Rollups

Automatic Campaign Member Management

Sales Process

Customizable Campaign Influence

Create a custom object "Legacy Source Code" and map a lookup field on Contacts and Opportunities when importing donations.

Create a custom text field "Legacy Source Code" on Contact and Opportunity to store the legacy system's source codes.

Insert a Campaign for each Legacy Source code and, when importing Contacts and Opportunities, relate them to the Campaign.

Add each legacy source code to the Lead Source picklist and set the code when inserting Contacts and Opportunities.

Add record owners to Role Hierarchy.

Defer Sharing Rule Calculation.

Disable related Apex classes in TDTM.

Recalculate Sharing Rules.

Marketing Cloud

Pardot

Community Cloud

Service Cloud

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

Salesforce Import Wizard

NPSP Data Importer

Salesforce Data Loader

NPSP Data Import Batch

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.

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.

Nonprofit Success Pack

Commerce Cloud

Pardot

Marketing Cloud

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.

Salesforce Experience Cloud

Salesforce B2B Commerce

Salesforce B2C Commerce

Salesforce Billing

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 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.

Standard Account Model without NPSP

Individual Account Model in N9SP

Person Account Model without NPSP

One-to-One Account Model in NPSP

On the Trigger Handlers tab, uncheck the Active checkbox on all Trigger Handlers.

On the NPSP Settings tab, under the Batch Processing Settings page, decrease the GAU Batch Size.

On the NPSP Settings tab, decrease the batch size for NPSP rollups.

On the Trigger Handlers tab, add the consultant's username to the Usernames to Exclude field.