A nonprofit has a large volume of data across multiple objects in Salesforce and external databases. The nonprofit needs to quickly query data across its systems to get insights on any device about the impact it is having. Which solution should the consultant recommend?
A. Salesforce Connect
B. Salesforce Reports and Dashboards
C. External Objects
D. CRM Analytics
A nonprofit sends direct mail appeals via a third-party mail house. The nonprofit pulls a report from NPSP to send to the mail house with address information for each constituent who should receive an appeal. Some constituents prefer to receive mail at an address other than their primary household address.
How should a consultant access a list of those who do not reside at their household mailing address?
A. Create a custom report type for Addresses and a filter for Address Override = True.
B. Create a Contacts and Accounts report and add a filter for Address Override = True.
C. Create a Contacts and Accounts report and add a filter for Primary Address Type - Other.
D. Create a Campaign and run the Household Mailing List report.
A nonprofit organization wants to integrate its event management system and Salesforce. The organization wants to automatically send event and event attendee data from its event management system and create Campaigns and Campaign Members in Salesforce on a daily basis.
What should the consultant recommend?
A. Export event and event attendee information to the NPSP Import Template and import into Salesforce
B. Consider using a middleware tool to integrate the event management system with Salesforce
C. Export Campaign and Campaign Member information and import into the event management system
D. Consider using Salesforce Connect
A nonprofit using NPSP receives funding it uses to award grants to national and local arts organizations. The nonprofit wants to track the funds it receives and allocates. What should a consultant recommend to the nonprofit-?
A. Configure NPSP Settings to track inbound and outbound funds.
B. Configure NPSP Settings grants management functionality.
C. Install the Program Management Module.
D. Install the Outbound Funds Module.
A nonprofit using NPSP wants to track fundraising, courses, and training participation in Salesforce. What should the consultant discuss with the nonprofit?
A. Add Program Management Module to track courses and training participation.
B. Add Volunteers for Salesforce to track courses and training participation.
C. Use Engagement Plans for donor engagement that includes courses and training participation.
D. Use Education Data Architecture to track fundraising, courses, and training participation.
A nonprofit organization wants to add any donor who gives to its Capital Fund to the Capital Campaign. Which two steps should be taken to accomplish this?
A. Populate the Primary Campaign Source field on the Opportunity record
B. Upload a list of all donors as Campaign Members using the Data Import Wizard
C. Enable the Automatic Campaign Member Management in NPSP settings
D. Create a trigger that automatically adds any donor as a Campaign Member
A nationally federated nonprofit is implementing a single Salesforce org to provide shared fundraising services to its four regional affiliates. Each affiliate and the national nonprofit must see only its own donor data. Which Salesforce feature would enable this level of record access?
A. Divisions
B. Record Types
C. Role Hierarchy
D. Criteria-based sharing
The system administrator at a nonprofit encounters a 500 server error when trying to map additional objects and fields with Advanced Mapping. What is likely causing the error?
A. A user modified or deleted a mapped field.
B. The administrator is trying to map to an object from a managed package.
C. The administrator is trying to map to an unsupported field type.
D. The target field has a validation rule in place.
The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation. The development director wants a report to show who the solicitor is for each donor. Which report type does the system admin need to use to create the requested report?
A. Contacts with Relationships
B. Opportunities with Contact Roles
C. Opportunities with Partial Soft Credits and Contacts
D. Accounts with Contact Roles and Household
The program manager of an after-school program wants to pull a report that shows all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email. The nonprofit is using NPSP. Which custom report type should the consultant use to create the report?
A. Program Engagements with or without Household Account
B. Service Participants with or without Program Engagement
C. Contacts with or without Relationships
D. Contacts with or without Service Participants
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