Topic 1: Exam Pool A
During requirements gathering with a nonprofit, the consultant discovers that the customer
only works with individual contributors and volunteers (not companies or organizations).
The consultant considers using Person Accounts with NPSP so that the customer can track
its individual's as accounts. What is the best practice regarding Person Accounts?
A.
Person Accounts should be tested in NPSP, and can be turned off if it does not work as
intended
B.
Ensure the Person Accountrecord type is selected as the Household record type in
NPSP Settings
C.
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
D.
Person Accounts were not designed to work with NPSP, and is not supported for use
with NPSP
Person Accounts were not designed to work with NPSP, and is not supported for use
with NPSP
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?
A.
Delete all fields labelled Deprecated.
B.
Upgrade the Recurring Donations package by itself.
C.
Delete the custom Households object.
D.
Run NPSP Health Check
Upgrade the Recurring Donations package by itself.
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?
A.
Account; Billing Address
B.
Contact; Other Address
C.
Account; Shipping Address
D.
Contact; Mailing Address
Contact; Mailing Address
A nonprofit organization is interested in a CRM that manages its constituents and has an integrated email marketingtool with built-in scoring and engagement tracking.
Which solution should the consultant recommend?
A.
NPSP and Community Cloud
B.
NPSP and Social Studio
C.
NPSP and Marketing Cloud
D.
NPSP and Pardot
NPSP and Marketing Cloud
A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anythingrelated to the Person Account model. What should the consultant advise?
A.
Export all Person Account data, then create a help ticket asking Salesforce to uninstall Person Accounts, then install NPSP and reimport the data
B.
Install NPSP in its Salesforce org and set the account model to Household Accounts and the record type to Person Accounts
C.
Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance
D.
Extract the Person Account data, uninstall Person Accounts, install NPSP and reimport the data.
Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance
A nonprofit organization receives a lot of grants, many of which are renewalsof 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?
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.
Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the new grant and check the "Is Grant Renewal" field.
A nonprofit organization on NPSP needs to be able to track the high school a student attended and track the enrollment of the student at college.
How should the consultant recommend tracking this?
A.
Use NPSP Affiliations objects to connect the Contact to the Account for theirhigh school and college, use the Status field there to indicate if they are currently enrolled or are former students there.
B.
Turn on Field History Tracking for the Account lookup field on the Contact record, use the Account lookup to indicate where theyare currently enrolled and change it as they move on.
C.
Set up a Campaign for each high school and college and use Campaign Members to connect the Contact to the Campaign. Change the values in Campaign Member Status
from Sent/Responded to Current/Former.
D.
Install the Salesforce.org Higher Education Data Architecture (HEDA) managed
package and use Affiliations.
Install the Salesforce.org Higher Education Data Architecture (HEDA) managed
package and use Affiliations.
The system administrator accidentally deletes the NPSP 00 - Error Processing job. What should the consultant recommend?
A.
Go to NPSP Settings| Bulk Data Processes | Batch Process Settings to automatically recreate it.
B.
Go to the NPSP Data Imports | Bulk Data Processes | Batch Process Settings to
automatically recreate it.
C.
Go to the Recycle Bin and undelete the job.
D.
Go to help and create a case amd ask Salesforce Support to reschedule this job.
Go to NPSP Settings| Bulk Data Processes | Batch Process Settings to automatically recreate it.
A large nonprofit organization is a social enterprise that functions in many ways like a forprofit
corporation. The organization does mot accept individual donations, but mostly
engages with corporations, sponsors, and vendors by selling its own products to further its
mission. The organization needs to manage Leads and track its Opportunity pipeline.
Which account model should the consultant recommend?
A.
Administrative Account Model in HEDA
B.
Household Account Model in NPSP
C.
Household Account Model without NPSP
D.
Individual "Bucket" Account Model in NPSP
E.
Salesforce Account Model without NPSP
Salesforce Account Model without NPSP
A major donor officer needs to capture wealth scoring to support individual cultivations. How is this best represented in the NPSP?
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 thepast 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.
Using an AppExchange application, collect and rank donor prospects' wealth information
to understand how to best cultivate individual donations.
A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofit
has hired a consultant to upload data to the NPSP Affiliations object. What is the correct
order for uploading the donors' employment information?
A.
Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field
B.
Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information
C.
Insert Affiliation records, export Contact records, export Account records, upsert Contact records
D.
Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field
Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information
Which two sections should be included in a Salesforce-recommended V2MOM? Choose 2 answers
A.
Vision
B.
In Milestones
C.
Objectives
D.
Metrics
E.
Virtues
Vision
Metrics
Explanation:
QUESTIONNO: 51
A nonprofit organization receives a number of donations from Donor Advised Funds where
the check is written by the financial institution that houses the Donor Advised Fund. What
should the consultant recommend to ensure that the Donor Advised Fund receives credit
for the donation?
A. Add an additional Account lookup field on the Opportunity for the Donor Advised Fund
B. Add an Account lookup field on the Payment for the Opportunity for the Donor Advised
Fund
C. Use a GAU allocation to credit the donation to the Donor Advised Fund
D. Use Account Soft Credits to credit the Donor Advised Fund
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