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Nonprofit-Cloud-Consultant Practice Exam Questions and Answers

Salesforce Certified Nonprofit Cloud Consultant (WI24)

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Question # 1

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?

Options:

A.  

Workflow

B.  

Approval Process

C.  

Process Builder

D.  

Salesforce Flow

Discussion 0
Question # 2

A data administrator at a small nonprofit has 3 profile that allows them to Read, Create, Edit, and Delete on all objects. The staff member receives an error when attempting to merge three duplicate contacts.

What should the consultant recommend to resolve this issue?

Options:

A.  

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

B.  

Make the staff member a system admin.

C.  

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

D.  

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

Discussion 0
Question # 3

A nonprofit uses Salesforce for fundraising and managing its educational programs. Its membership data is stored in a proprietary membership management system. The nonprofit wants real-time insights into whether its donors are members, their renewal dates, and other related data points. The membership data only needs to be viewed.

What should a consultant recommend to meet the requirement?

Options:

A.  

Utilize Salesforce Connect to store this information in External Objects.

B.  

Utilize Big Objects to store this information in Custom Objects.

C.  

Utilize Salesforce Connect to store this information in Custom Objects.

D.  

Utilize Big Objects to store this information in External Objects.

Discussion 0
Question # 4

A nonprofit plans to use the Program Management Module (PMM) to manage Its service delivery. Case managers must be able to create and edit service delivery records.

How can the consultant change the configuration to meet this requirement?

Options:

A.  

Permission Sets

B.  

Sharing Rules

C.  

License Type

D.  

Role Hierarchy

Discussion 0
Question # 5

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?

A)

Question # 5

B)

Question # 5

C)

Question # 5

D)

Question # 5

Options:

A.  

Option A

B.  

Option B

C.  

Option C

D.  

Option D

Discussion 0
Question # 6

How should a consultant install NPSP in an existing Salesforce org?

Options:

A.  

Install from the NPSP Installer page.

B.  

Install using the NPSP Conversion Utility tool.

C.  

Install each NPSP component from the AppExchange.

D.  

Install each NPSP component from the Trailblazer Community.

Discussion 0
Question # 7

A member of the donation processing team wants to set up different batch data input configurations for different donation types.

Which feature should the consultant recommend to make processing different donation batches consistent?

Options:

A.  

Gift Entry Templates

B.  

Advanced Mapping

C.  

Data Import Wizard

D.  

Engagement Plan Templates

Discussion 0
Question # 8

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?

Options:

A.  

Engagement Plans

B.  

Cases

C.  

Deliverables

D.  

Tasks and Events

Discussion 0
Question # 9

A nonprofit wants to collect information online about volunteers who are new to the nonprofit, including names and contact details, skill sets, and availability. The nonprofit already uses NPSP and Volunteers for Salesforce and wants to create a report with this information.

What are two ways the consultant can meet the requirement?

Choose 2 answers

Options:

A.  

Collect contact information during job sign up via Job Listings.

B.  

Attach emails from volunteers with their information to Contact records.

C.  

Set up a Personalized Volunteer Page on the nonprofit's website.

D.  

Add the Volunteer Sign Up form to the nonprofit's website.

Discussion 0
Question # 10

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?

Options:

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.

Discussion 0
Question # 11

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?

Options:

A.  

Create a Membership Opportunity record type.

B.  

Add a value in the Type field on Opportunity for Membership.

C.  

Create a Membership Affiliation record type.

D.  

Add a checkbox field on the Opportunity called "Membership".

Discussion 0
Question # 12

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

Options:

A.  

The organization should change existing Opportunities to the new naming convention through an upsert.

B.  

The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action.

C.  

The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.

D.  

The custom naming convention only applies to new Opportunities of matching record types; it is not retroactive.

Discussion 0
Question # 13

The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile.

What should the consultant do?

Options:

A.  

Create a custom lookup field, "Related Campaign" on the Campaign object.

B.  

Suggest consolidating at least one of the Campaigns so that it is within the Campaign Hierarchy limit.

C.  

Create a Campaign Hierarchy with the parent Campaign record as, "Friends of the Organization"

D.  

Suggest changing the order of the hierarchy.

Discussion 0
Question # 14

A major donor officer needs to capture wealth scoring to support individual cultivations.

How is this best represented in the NPSP?

Options:

A.  

Using an AppExchange application, collect and rank other nonprofits' wealth information to understand how best to cultivate individual donations.

B.  

Report on the total amount of donations received by the nonprofit in the past year, and rank it against peer institutions to best cultivate individual donations.

C.  

Report on the total amount of an individual's donations summarized on their Contact record and rank it against donations to the nonprofit by other individual donors to best cultivate individual donations.

D.  

Using an AppExchange application, collect and rank donor prospects' wealth information to understand how to best cultivate individual donations.

Discussion 0
Question # 15

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?

Options:

A.  

If all the email addresses are properly formatted

B.  

If all records have a phone number

C.  

If the required fields are included in the import

D.  

If there are required fields on the Account

Discussion 0
Question # 16

A fundraising associate needs to print mailing labels for the latest direct mail campaign to families who give to the nonprofit organization. The organization uses the Household Account model with Address Management.

Which object and address field should the associate use when building the report?

Options:

A.  

Account; Billing Address

B.  

Contact; Other Address

C.  

Account; Shipping Address

D.  

Contact; Mailing Address

Discussion 0
Question # 17

A nonprofit customer is concerned about its users having their Salesforce usernames and passwords compromised. Which Salesforce security feature should the consultant recommend?

Options:

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

Discussion 0
Question # 18

A nonprofit organization is interested in a CRM that manages its constituents and has an integrated email marketing tool with built-in scoring and engagement tracking.

Which solution should the consultant recommend?

Options:

A.  

NPSP and Community Cloud

B.  

NPSP and Social Studio

C.  

NPSP and Marketing Cloud

D.  

NPSP and Pardot

Discussion 0
Question # 19

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?

Options:

A.  

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.

B.  

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

C.  

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.

Discussion 0
Question # 20

A nonprofit organization wants a cost-effective solution to generate and send donation acknowledgements automatically to donors via email. Which Salesforce solution should the consultant recommend?

Options:

A.  

Nonprofit Success Pack

B.  

Commerce Cloud

C.  

Pardot

D.  

Marketing Cloud

Discussion 0
Question # 21

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?

Options:

A.  

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.

B.  

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.

C.  

Remove the Start Time and End Time fields from the website template and put the times in the description in the local time zone.

D.  

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.

Discussion 0
Question # 22

A donor donates $500 to a nonprofit that is matched by his employer. How are the hard credits and soft credits listed in NPSP?

Options:

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 has a 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

Discussion 0
Question # 23

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

Options:

A.  

Vision

B.  

In Milestones

C.  

Objectives

D.  

Metrics

E.  

Virtues

Discussion 0
Question # 24

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?

Options:

A.  

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

B.  

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

C.  

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

D.  

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

Discussion 0
Question # 25

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?

Options:

A.  

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.

B.  

Use the established governance committee for discussion and resolution.

C.  

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

D.  

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

E.  

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

Discussion 0
Question # 26

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?

Options:

A.  

Create Payment Mappings in NPSP Settings.

B.  

Create custom fields on the Payment object.

C.  

Create lookup fields on the Payment object.

D.  

Create a workflow that will copy Payment information to the Opportunity record.

Discussion 0
Question # 27

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

Options:

A.  

Power of Us Hub

B.  

trust.salesforce.com

C.  

Partner Success Community

D.  

GitHub Cumulus Releases

Discussion 0
Question # 28

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?

Options:

A.  

Quality Assurance

B.  

Analytics

C.  

Field Tracking

D.  

Staging

E.  

Development

Discussion 0
Question # 29

A finance associate needs to track specific funds associated with gifts from individuals and organizations. Gifts may be received as either single amounts associated with one or more funds, and totals by fund will need to be reported on for reconciliation with a finance system.

How should the consultant accomplish this with NPSP?

Options:

A.  

Create Campaign records for each of the funds, create a custom Lookup to Campaigns on the Payment Object, and associate them with Payment records representing the amounts towards each fund.

B.  

Create General Accounting Unit records for each of the funds, and associate them with the Opportunity by GAU Allocation record amounts representing the amounts towards each fund.

C.  

Create a custom multi-select picklist on the Opportunity record to allow for choosing each of the funds towards which the gift is designated.

D.  

Create Campaign records for each of the funds, and associate them with the Opportunity Primary Campaign field on the Opportunity records representing the amounts towards each fund.

Discussion 0
Question # 30

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?

Options:

A.  

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.

B.  

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

C.  

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

D.  

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

Discussion 0
Question # 31

A nonprofit uses NPSP to manage its sustained giving program and plans to add Accounting Subledger.

Which configuration should the nonprofit review before the implementation?

Options:

A.  

Payment Allocations

B.  

Recurring Donations

C.  

NPSP Settings

D.  

Accounting Triggers

Discussion 0
Question # 32

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

Options:

A.  

Grant the View All Data permission.

B.  

Grant visibility to the Gift Entry tab.

C.  

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

D.  

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

E.  

Grant access to BDI_BatchOvemde and BDI_DataImport Visualforce pages.

Discussion 0
Question # 33

A consultant began an implementation project with a nonprofit that is new to Salesforce. The nonprofit's leadership is hesitant to spend time at the beginning of the project on change management.

What are three reasons the consultant can share to emphasize the value and importance of governance?

Choose 3 answers

Options:

A.  

Cost savings

B.  

Compliance

C.  

Security

D.  

Technical Interoperability

E.  

Delivery Speed

Discussion 0
Question # 34

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

Options:

A.  

Install NPSP

B.  

Enable My Domain

C.  

Ensure appropriate licenses are provisioned

D.  

Ensure Volunteers for Salesforce is properly configured

Discussion 0
Question # 35

A human services nonprofit needs to track client goals and action items related to those goals. The nonprofit is unsure whether Program Management Module alone will meet Its requirements. The nonprofit is considering whether to implement Nonprofit Cloud Case Management.

What should the consultant discuss with the nonprofit?

Options:

A.  

Program Management Module has custom objects for calendars and activities.

B.  

Program Management Module can track Case Plans and Action Items.

C.  

Case Management has a custom object for tracking goals.

D.  

Case Management requires Experience Cloud licenses.

Discussion 0
Question # 36

A system admin used NPSP Contact Merge and notices the number of household accounts has changed from 12,345 to 12,300 and is concerned that accounts have been lost.

What is the likely cause for the missing accounts?

Options:

A.  

The merge automatically creates Household Accounts.

B.  

The merge converts Household Accounts to Household custom object records.

C.  

The merge automatically deletes any empty Household Accounts without Contacts or Opportunities.

D.  

The merge combines Household Accounts with Contacts.

Discussion 0
Question # 37

A nonprofit receives grants so it can offer scholarships to students who attend the nonprofit*s community training programs.

Options:

A.  

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.

B.  

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.

C.  

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

D.  

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

Discussion 0
Question # 38

An international nonprofit added a translated Relationship picklist value, but both Relationship records are displaying incorrectly.

What is the cause of this issue?

Options:

A.  

The current user has an incorrect locale.

B.  

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

C.  

The Translation Workbench is disabled.

D.  

The language is unsupported in NPSP.

Discussion 0
Question # 39

A nonprofit wants to use Volunteers for Salesforce for volunteer management. Which action should a consultant take before installing the package?

Options:

A.  

Apply for license donation for Volunteers for Salesforce.

B.  

Check that the nonprofit has the most recent NPSP release.

C.  

Ensure the Program Management Module Is already Installed.

D.  

Compare usage of roll-up summary fields to limits.

Discussion 0
Question # 40

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 troubleshoot the issue?

Choose 3 answers

Options:

A.  

Customizable Rollups

B.  

Opportunity Stages

C.  

NPSP Health Check

D.  

Salesforce Optimizer report

E.  

Campaign Hierarchy

Discussion 0
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