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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. The vice president of development of a nonprofit organization wants to be able to review giving in the pipeline at a high level, and track the organization's process towards finding new potential donors. The VP also wants to track program metrics as compared to donor histories. What should the consultant advise?

A) Packaged NPSP dashboards cannot be edited. Recreate the NPSP Development Forecasting dashboard components. Add additional components to track program data.
B) 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.
C) 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.
D) 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.

2. A local charity receives its income from recurring payments, The Recurring Donation object is used and contains a unique and manually entered reference number. This reference number should not be modified after creation. The finance department has requested that all child Opportunities also contain this unique reference number to make it easier to reconcile payments. How can the consultant achieve this?

A) Create a custom text field on the Opportunity object and use NPSP Recurring Donation Custom Field Mappings
B) Create a custom text field on the Recurring Donation object and use NPSP Recurring Donation Custom Field Mappings
C) Create a text formula field on the Opportunity object and use Process Builder to update all child Opportunities
D) Create a custom field on the Opportunity object and deploy a trigger to update all child Opportunity records.

3. A consultant needs to load a large volume of data for a nonprofit.
Which two steps should the consultant take before the data loads to speed up the process?
Choose 2 answers

A) Defer Sharing Rule Calculation.
B) Disable related Apex classes in TDTM.
C) Add record owners to Role Hierarchy.
D) Recalculate Sharing Rules.

4. 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)

B)

C)

D)

A) Option D
B) Option A
C) Option B
D) Option C

5. How can a gift officer determine if an acknowledgment letter was sent for a donation?

A) Check the Acknowledgement Status picklist value on the Opportunity object.
B) Check the Acknowledgement Status picklist value on the Contact object.
C) Check the Status picklist value on the Task object.
D) Check if the Campaign Member status is set to "Acknowledged".

Solutions: