Topic 1: Exam Pool A
The executive director at a nonprofit needs to understand the overall summary of
individuals engaged with the organization across multiple channels, including donations, volunteer shifts, and event attendance. What can the consultant deliver to help them achieve this summary by channel?
A.
Create a Role Hierarchy to summarize the number of Opportunity records associated
with each user, and the Campaign Memberships associated with the Primary Contact on
the Opportunity by channel.
B.
Create an Account Hierarchy to see the number of people related to each household,
and their associated Contact records with Campaign Memberships and Opportunities by
channel.
C.
Create a User Hierarchy to report by user with the Opportunity, Contact, and Campaign
records owned representing donation, volunteer, and event channels and their Campaign
Memberships.
D.
Create a Campaign Hierarchy to see thenumber of people associated with each
donation, shift, and event, by channel with Campaign Memberships.
Create a Campaign Hierarchy to see thenumber of people associated with each
donation, shift, and event, by channel with Campaign Memberships.
An international nonprofit organization added a translated relationship picklist value, however the reciprocal relationship record is not displaying correctly.
What is the cause of this error?
A.
The system administrator did not enable theTranslation Workbench.
B.
The language is not supported in NPSP.
C.
The current user does not have the correct locale.
D.
The system administrator did not add the reciprocal relationship value in the NPSP
Settings tab.
The system administrator did not add the reciprocal relationship value in the NPSP
Settings tab.
A nonprofit organization wants a report that compares giving at a consistent point in time fromyear to year.
Now should the consultant set this up?
A.
A. Create a matrix report bucketing the dates you wish to compare.
B.
Create a joined report showing the two years side by side.
C.
Run the NPSP Account SYBUNT and Contact SYBUNT reports.
D.
Set up a Reporting Snapshot on Opportunities.
Run the NPSP Account SYBUNT and Contact SYBUNT reports.
A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model. What action should the consultant take?
A.
Run theNPSP Health Check Tool
B.
Run the Salesforce Optimizer
C.
Run the Data Quality Analysis Dashboard
D.
Run the Lightning Readiness Assessment
Run the Data Quality Analysis Dashboard
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.
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