Nonprofit-Cloud-Consultant Sample Questions Answers

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.

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

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

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

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

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.

Nonprofit Success Pack

Commerce Cloud

Pardot

Marketing Cloud

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

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

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

Suggest changing the order of the hierarchy.

Run the NPSP Health Check Tool

Run the Salesforce Optimizer

Run the Data Quality Analysis Dashboard

Run the Lightning Readiness Assessment

Salesforce Duplicate Management

NPSP Contact Merge

Third party app from the AppExhange

Salesforce Data Loader

Agile Methodology

Release Management

Rules of Engagement

Center of Excellence

Design Standards

Organize reports into appropriate folders.

Create a new custom object to store legacy data.

Run Health Check.

Delete all past activities.

Check the Recurring Donation batch size.

Check the Error Log.

Check if the "Always use last day of the month" field is selected.

Check if the Custom Installment record was modified

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

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.

A Contact's Account is the same as the Contact record, a Contact's Primary Affiliation is the Contact's Household.

A Contact's Account is where they live, a Contact's Primary Affiliation is where they work.

A Contact's Account is where they work, a Contact's Primary Affiliation is where they live.

A Contact's Account is the same as a "bucket" where all Contacts are associated, a Contact's Primary Affiliation is the Contact's Household.

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

Administrative Account Model in HEDA

Household Account Model in NPSP

Household Account Model without NPSP

Individual "Bucket" Account Model in NPSP

Salesforce Account Model without NPSP

View the Setup Audit Trail

Keep the job

Run a debug log

Delete the job

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

Restrict visibility by removing it from the page layout and utilizing role hierarchy to prevent users from accessing that field except for the staff who need to interact with the government ID data

Encrypt the government ID field with Classic Encryption for Custom Fields and grant View Encrypted Data permission only to those users who have to interact with the data

Turn on two-factor authentication for the staff members who need to collect and use the government ID number field data

Set the org wide default on Contacts to Private so only the user who owns the Contact records can access it.

The system administrator did not enable the Translation Workbench.

The language is not supported in NPSP.

The current user does not have the correct locale.

The system administrator did not add the reciprocal relationship value in the NPSP Settings tab.

There is an error message because there are closed/won donations associated with the Account record.

There is an error message because there are recurring donations associated with the Contacts in this Account.

There is an error message because there are relationships associated with the Contacts in this Account.

The Household Account record is deleted.

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.

Set up a workflow rule with a weekly email alert sent to all volunteers asking them to reply back and report their hours for the week and then a user will manually enter the hours in Salesforce.

Set up a Chatter Group for each volunteer job, add volunteers who are assigned to that job, and have the volunteers log their hours in the Chatter Group.

Set up the Volunteers Personal Site and direct the volunteer to record hours on the tab there.

Set up a Log Volunteer Hours section on a page on your website and direct volunteers there to log their hours to the volunteer job or shift they worked on.

Vision

In Milestones

Objectives

Metrics

Virtues

NPSP and Community Cloud

NPSP and Social Studio

NPSP and Marketing Cloud

NPSP and Pardot

Check the Status picklist value on the Task object.

Check if the Campaign Member status is set to "Acknowledged".

Check the Acknowledgement Status picklist value on the Opportunity object.

Check the Acknowledgement Status picklist value on the Contact object.

Select the "Create an Opportunity on Lead Convert" checkbox in NPSP Settings.

Write a trigger that automatically generates an Opportunity on Lead conversion.

Install a third-party app from the AppExchange that converts leads to any other object.

Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.

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.

Customize the date range on the NPSP SYBUNT report for Accounts

Customize the date range on the NPSP SYBUNT report for Contacts

Create an Opportunity report that compares Contact donations from the previous fiscal year to the current

Customize the date range on the NPSP LYBUNT report for Accounts

If all the email addresses are properly formatted

If all records have a phone number

If the required fields are included in the import

If there are required fields on the Account

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

Account; Billing Address

Contact; Other Address

Account; Shipping Address

Contact; Mailing Address

Opportunity Settings

Affiliation record

NPSP Settings

Relationship record

Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard

Create a joined report with Opportunities and Campaigns

Create a report type that includes Contacts such as the Opportunities with Contact Roles report type

Go to Setup and add the "Add to Campaign" button to the report type

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.

Opportunity, Campaign, Contact, Address, Account

Account, Address, Contact, Campaign, Opportunity

Contact, Opportunity, Account, Address, Campaign

Lead, Account, Address, Campaign, Opportunity

Tableau CRM

Tableau Public

Custom Report

Custom Dashboard

NPSP Opportunities with GAU Allocation

Web-to-lead form

Experience Cloud

Outbound Funds Module

A user modified or deleted a mapped field.

The administrator is trying to map to an object from a managed package.

The administrator is trying to map to an unsupported field type.

The target field has a validation rule in place.

The API version in the preview sandbox differs from Production.

A support case is required to request a preview sandbox.

A preview sandbox has limited metadata storage.

A preview sandbox is only available in the Unlimited Edition.

Digital Engagement

Web-to-Case

Experience Cloud

Einstein Bots

Verify the sandbox Is on the same release as production.

Log a Salesforce support case to change the version of the sandbox release.

Deploy a Change Set during the upgrade window for the production instance.

Review the sandbox preview instructions for the upcoming release.

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?

MobileConnect Message details

Journey Builder Activity details

Interaction Studio Impression details

Email Studio Send details

NPSP Data Import will automatically create the Campaign Member with the default Member Status.

Respect Duplicate Matching Rules' should be checked in NPSP Settings.

NPSP Data Import Dry Run will validate Campaign Member Status.

Existing Campaigns are matched by exact Name.

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.

Add the Related List - Single Lightning component to the Opportunity Lightning page. Add a component visibility filter to display the Engagement Wan when the Opportunity Amount field is greater than 10,000.

Create a tab and associate the Engagement Plan object to the tab. Add the Related List - Single Lightning component and set it to Engagement Plans. Give read access for the Engagement Plan object to all profiles.

Create a custom Lightning component that displays all Engagement Plans. Add the component to the Opportunity Lightning Page. Assign the Lightning Page as the Org Default and Activate it.

Add the Related Lists component to the Opportunity Lightning page. Set the component visibility filter to ensure the Opportunity Amount field is greater than 10,000. Assign the page to the development director's profile.

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

1. Create a list view of Opportunities and filter the list by Total Number of Gifts. 2. Run the list view each month and click the Add to Campaign button.

1. Add standard roll-up fields to the Contact record to calculate total number of gifts.

2. Run the report each month filtered by this roll-up and click the Add to Campaign button.

1. Create a Contact report and filter by Total Number of Gifts.

2. Run the report each month and click the Add to Campaign button.

1. Create a Report of Opportunities, grouped by Primary Contact, and add a filter to exclude donors who fail to meet the

criteria. 2. Run the report each month and click the Add to Campaign button.

Cost savings

Compliance

Security

Technical Interoperability

Delivery Speed

Option A

Option B

Option C

Option D

Insights Platform Data Integrity

Sender Authentication Package

Customer Data Platform

NPSP Address Management

The current user has an incorrect locale.

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

The Translation Workbench is disabled.

The language is unsupported in NPSP.

Batch Data Import

Address Verification

NPSP Data Importer

Seasonal Addresses

Salesforce Object Search Language (SOSL)

Skinny Tables

Custom Index

Salesforce Optimizer

View Ail Contact object permission

View All Data system permission

Manage Encryptiorvieys system permission

View Encrypted Data system permission

View All Data system permission

View Encrypted Data system permission

Manage Encryption Keys system permission

View All Contact object permission

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.

Partial Data Sandbox

Developer Sandbox

Developer Pro Sandbox

Full Data Sandbox

Set up an implementation timeline and delivery plan.

Identify the challenges the nonprofit is currently experiencing.

Review data in a .csv file and begin mapping to existing fields.

Audit existing standard and custom objects and fields.

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.

GAU Allocations

Recurring Donations

Partial Soft Credits

Multiple Payments

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.

The column contained incomplete data.

There were more than 65 columns in the CSV file.

The mapped Salesforce ID was inappropriate for the record type.

There were validation rules for the missing field.

Use a middleware tool to integrate the external system with Salesforce.

Use NPSP Batch Data Import to schedule regular Imports from the external system.

Use Salesforce Connect to integrate the external system with Salesforce.

Use NPSP Data Importer Templates to import the necessary data.

Self-Service Portal

Program Management Module

Engagement Plans

Service Cloud

Create custom fields on the Payment object.

Create lookup fields on the Payment object.

Create Payment Mappings in NPSP Settings.

Create custom automation on the Payment object.

Workflow

Approval Process

Process Builder

Salesforce Flow

On the Trigger Handlers tab, uncheck the Active checkbox on all Trigger Handlers.

On the NPSP Settings tab, under the Batch Processing Settings page, decrease the GAU Batch Size.

On the NPSP Settings tab, decrease the batch size for NPSP rollups.

On the Trigger Handlers tab, add the consultant's username to the Usernames to Exclude field.

Refresh a preview Instance sandbox just prior to sandbox preview period.

Refresh a preview instance sandbox during the sandbox preview period.

Create a new sandbox during the sandbox preview period.

Create a preview instance sandbox during the sandbox preview period.

Cross filter

Summary formula

Bucket field

Filter logic

After Customizable Rollups are enabled, it is irreversible.

Advanced Currency Management is unsupported by Customizable Rollups.

Existing User Defined Rollups need to be re-created as Customizable Rollups.

Customizable Rollups can only be used in orgs using the Household Account model.

Schema Builder

NPSP package details

Custom field definition detail

NPSP Data Dictionary

Testing of the integration in the sandbox environment was insufficient.

The incorrect sandbox environment was used for testing.

The triggers associated with NPSP were disabled in the sandbox environment.

The API call limits were different for sandbox and production environments.