Nonprofit-Cloud-Consultant Sample Questions Answers

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

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

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

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

Power of Us Hub

trust.salesforce.com

Partner Success Community

GitHub Cumulus Releases

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.

Upsert Contact records, export Contact ID, upsert Organization Accounts for employer 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

Insert Affiliation records, export Contact records, export Account records, upsert Contact records

Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field

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

Create the Visualforce page, test class, and a Trigger Handler record

Create the Apex class, test class, and Trigger Handler record

Create the Apex trigger, test class, and Trigger Handler record

Create the Lightning component, test class, and Trigger Handler record

Campaigns

Community Cloud

Pardot

Salesforce DMP

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.

Download each NPSP component from the AppExchange, install in the target organization, and complete the post-install instructions

Visit the NPSP Installer page, install in the target organization, and complete the post-install instructions

Download each NPSP component from The Powrt of Us Hub, install organization, and complete the post-install instructions

Visit the NPSP Conversion Utility tool, install in the target organization, and complete the post-install instructions

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 two-factor authentication

Add IP ranges on user profiles

Specify a My Domain login policy for its Salesforce instance

Specify a Trusted IP Range for each user

Power of Us Hub Solution Exchange

Salesforce.org website

Trailblazer Community User Group

AppExchange

Documentation

Data management

Deployment

Testing

Governance

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

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.

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.

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

Run the NPSP Health Check Tool

Run the Salesforce Optimizer

Run the Data Quality Analysis Dashboard

Run the Lightning Readiness Assessment

Use NPSP Affiliations objects to connect the Contact to the Account for their high school and college, use the Status field there to indicate if they are currently enrolled or are former students there.

Turn on Field History Tracking for the Account lookup field on the Contact record, use the Account lookup to indicate where they are currently enrolled and change it as they move on.

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.

Install the Salesforce.org Higher Education Data Architecture (HEDA) managed package and use Affiliations.

Opportunity, Campaign, Contact, Address, Account

Account, Address, Contact, Campaign, Opportunity

Contact, Opportunity, Account, Address, Campaign

Lead, Account, Address, Campaign, Opportunity

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.

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.

Account; Billing Address

Contact; Other Address

Account; Shipping Address

Contact; Mailing Address

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.

Marketing Cloud

Pardot

Community Cloud

Service Cloud

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.

Uploading 600,000 new Organization Accounts without addresses

Uploading 400,000 new records to a custom object

Uploading 100,000 new Task records

Uploading 1 million new Contact records

Einstein

Pardot

Lightning Flow

NPSP TDTM

Create Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

Create Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.

Create Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.

Create Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

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

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.

The development manager requires additional permissions for the new Engagement Plan Template changes.

Changes to Engagement Plan Templates only affect new Engagement Plans.

Engagement Plan Template changes need to propagate through the platform.

Engagement Plan Template changes must be accepted by the user on the Template detail record first.

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.

Use the Grant Opportunity Record Type and the Primary Contact field for the recipient in NPSP.

Set up the Outbound Funds Module and connect the Funding Request to Contacts for the recipient.

Set up the Program Management Module and use Program Cohort with Program Engagement for the recipient.

Create an Opportunity Record Type for Scholarships and Primary Contact field for the recipient in NPSP.

Salesforce Object Search Language (SOSL)

Skinny Tables

Custom Index

Salesforce Optimizer

Create a Batch and map Opportunity Primary Contact on First and Last Name.

Schedule a Batch by updating the NPSP Scheduled Batches.

Create a Batch and match Contact on First and Last Name.

Schedule a Batch by checking the Process Using Scheduled Job checkbox.

Add Program Management Module to track courses and training participation.

Add Volunteers for Salesforce to track courses and training participation.

Use Engagement Plans for donor engagement that includes courses and training participation.

Use Education Data Architecture to track fundraising, courses, and training participation.

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

Collect contact information during job sign up via Job Listings.

Attach emails from volunteers with their information to Contact records.

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

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

Use Data Import Wizard to insert Contacts and related Cases.

Configure NPSP Data Importer to upsert Contacts with related Cases.

Install Case Management to upsert Contacts and relate them to Cases.

Create a web-to-case form that case managers will use to record the contact details.

Option A

Option B

Option C

Option D

SOAP API

NPSP Datalmport

Bulk API

Data Import Wizard

Salesforce Connect

Salesforce Reports & Dashboards

External Objects

CRM Analytics

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.

The NPSP Data Import object supports encryption of all fields in the import batch.

If the Role Name field is encrypted on the NPSP Partial Soft Credit object, the nightly Soft Credit rollups fail.

The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted.

Fields on the NPSP Address object can be encrypted, but encryption is unavailable for address fields on the Account and Contact object.

NPSP Data Import is unable to perform Custom Unique Id matching on Accounts and Contacts with an encrypted field.

Customer adoption

Organizational alignment

Data security

Executive sponsorship

Utilize Salesforce Connect to store this information in External Objects.

Utilize Big Objects to store this information in Custom Objects.

Utilize Salesforce Connect to store this information in Custom Objects.

Utilize Big Objects to store this information in External Objects.

Upgrade Accounting Subledger from Starter Edition to Growth Edition.

Set "Pledged" stage to "Committed" in Stage to State Mapping.

Set "Pledged" stage to "Finalized" m Stage to State Mapping.

Use Process Builder to create Ledger Entries on Opportunity update.

Change Organization-Wide Sharing setting for Contacts to Public

Create a criteria-based sharing rule

In Setup, check Grant Guest Users Update Access

Create and assign a new profile

Engagement Plans

Cases

Deliverables

Tasks and Events

Form a powerful guiding coalition.

Summarize final technology implementation steps.

Deploy features to meet departmental requirements.

Establish a sense of urgency.

Managing multiple addresses introduces more complexity.

Three addresses per contact or organization can be migrated into NPSP.

The default address is updated on a nightly basis.

Address records consume additional data storage.

Select the appropriate Record ID in the Salesforce Data Import Wizard.

Select "Insert" if the admin is using the Salesforce Data Loader.

Select "Upsert" if the admin is using the Salesforce Data Loader.

Select --None-- for all matching fields if the admin is using the Salesforce Data Import Wizard.

Partial Data Sandbox

Developer Sandbox

Developer Pro Sandbox

Full Data Sandbox

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.

The Contact is added to an existing Account.

An Account is created with a household name.

An Account is created with the same name as the Contact.

The Account Name remains blank.

List Emails

Salesforce Flow

Email Studio

Pardot

Data Loader

Data Import Wizard

NPSP Data Importer

Workbench

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

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.

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.

Create a custom text field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

Create a custom currency field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

Create a custom number field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

Create a custom text formula field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

Reporting snapshots can run on a monthly basis.

Reporting snapshots can display a line chart.

Reporting snapshots can show data for the past three years.

Reporting snapshots do NOT work retroactively.

Data storage limits

Data skew

Code coverage

API call limits

The target fields can only be text, currency, number, date or address fields.

The target objects must be NPSP objects.

The target objects must directly relate to Accounts, Contacts, or Opportunities.

Checkbox fields are unavailable to map to as target fields.

Review code coverage.

Control the order in which the code executes.

Identify code that is unused.

Disable specific pieces of code.

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?

Create an Apex Test Class.

Temporarily disable TDTM Trigger Handlers.

Disable Data Validation Rules.

Deploy a Custom Apex Class with TDTM.

Service Delivery

Program Engagement

Program Cohort

Service

Select the Do Not Email, Do Not Contact, and Email Opt Out fields

Delete the Contact record

Select the Deceased field

Delete the values in the phone and email fields

A Program with Goals

A Program with Goals and Action Item Templates

A new Case Plan

A Program with Action Item Templates

Test customizations in an updated sandbox.

Compare the customizations to the NPSP roadmap and create a new trial org.

Install NPSP and test the customizations in a new Developer Edition org.

Configure a scratch org with NPSP dependency and test customizations.

If the Target Field exists

If the Target Field is a NPSP field

If the Target Field has a validation rule

If the Target Object is a custom object

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.

Five licenses are included at no cost for qualified customers

The trial choices include Lightning Enterprise or Lightnng Enterprise + NPSP

The free trial period is for 30 days

It is a Developer Edition org

Social Studio

Live Message

Pardot

Google Analytics

Agile Methodology

Release Management

Rules of Engagement

Center of Excellence

Design Standards

The Individual account model is a legacy account model and is no longer recommended.

Once the Individual model is enabled, it cannot be changed.

The Account name is identical to the Contact name.

There is a risk of account data skew with the Individual account model and the large volume of contacts.

NPSP and Community Cloud

NPSP and Social Studio

NPSP and Marketing Cloud

NPSP and Pardot

Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.

Create a custom field for an ID number and assign the same number to all cases that need to be connected

Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases

Create a custom object that connects Cases to each other with two Case lookup fields and add a check box field to designate the parent Case.

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