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What should the consultant recommend to ensure that the Donor Advised Fund receives credit for the donation?
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...
Which automation method should a consultant recommend?
A membership organization needs to send out automated renewal emails on a 30/60/90 period. Each referenced email template needs to differ based on the members' web site visits. Which automation method should a consultant recommend?A . Process Builder B. Apex Trigger and Scheduler C. Time-Based Workflow D. PardotView AnswerAnswer: D
What should the consultant do?
The VP of Development wants to track the nonprofit organization's six campaigns nested within each other: Friends of the Organization>FY19>Capital Campaign>Annual Fund>Digital Donations>Mobile. What should the consultant do?A . Create a custom lookup field, "Related Campaign" on the Campaign object. B. Suggest consolidating at least one of the Campaigns so...
What is the best practice regarding Person Accounts?
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 ....
Which NPSP feature should the consultant recommend?
A nonprofit wants to track various funds in Salesforce to report on its restricted donations. Which NPSP feature should the consultant recommend?A . Levels B. Engagement Plans C. General Accounting Units D. Customizable RollupsView AnswerAnswer: C
Which two things should the consultant know about the trial experiences available on the Salesforce.org website?
A nonprofit organization is using a free trial of Nonprofit Cloud and engages with a consultant to do some custom configuration work. The consultant starts to gather requirements and look at the overall design. Which two things should the consultant know about the trial experiences available on the Salesforce.org website?A...
Which Salesforce object does Saleforce.org recommend using to address this complexity?
A large non-profit organization needs to keep track of a vast network of donors in NPSP. The donors have their own complex relationships, where they may be related to many different Accounts. Which Salesforce object does Saleforce.org recommend using to address this complexity?A . Relationships B. Contact (associated to Multiple...
How should the consultant accomplish this with NPSP?
A finance associate needs to track specific funds associated with gifts from individuals and organizations. Gifts may be received as either single amounts associated with one or more funds, and totals by fund will need to be reported on for reconciliation with a finance system. How should the consultant accomplish...
For which three purposes should separate sandboxes be used?
A consultant needs to set up a sandbox strategy for a nonprofit implementation project involving two major development initiatives. For which three purposes should separate sandboxes be used?A . Quality Assurance B. Analytics C. Field Tracking D. Staging E. DevelopmentView AnswerAnswer: A,D,E
How is this best represented in the 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...
