Which account model should the consultant recommend?
A large nonprofit organization is a social enterprise that functions in many ways like a for-profit corporation. The organization does mot accept individual donations, but mostly engages with corporations, sponsors, and vendors by selling its own products to further its mission. The organization needs to manage Leads and track its...
Which security solution should be used to protect this data?
A nonprofit customer must conflict and store its clients' government-issued ID number. The consultant has set up a custom text field for the ID number . Which security solution should be used to protect this data?A . Restrict visibility by removing it from the page layout and utilizing role hierarchy...
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 . LevelsB . Engagement PlansC . General Accounting UnitsD . Customizable RollupsView AnswerAnswer: C
What should the nonprofit organization consider?
A nonprofit organization had enabled Person Accounts in its org and now wants to install NPSP. The nonprofit organization wants to completely remove all Person Account features. What should the nonprofit organization consider?A . Apply for a new Salesforce organization and request a license transferB . Use the NPSP Conversion...
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 AssuranceB . AnalyticsC . Field TrackingD . StagingE . DevelopmentView AnswerAnswer: A,D,E
Which two things does the consultant need to set up to ensure that the membership rollups in NPSP will work properly?
A nonprofit organization has engaged a consultant to implement NPSP and has a large membership program it wants to manage in Salesforce . Which two things does the consultant need to set up to ensure that the membership rollups in NPSP will work properly?A . Ensure there is a custom...
How should the consultant create this report?
The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year. There is a custom checkbox field on the Contact record to indicate board members. How...
How can this be accomplished with NPSP using Account records for the grant making institution?
The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total. How can this be accomplished with NPSP using Account records for the grant making institution?A...
What should the consultant recommend?
A nonprofit organization wants to manage its social media presence by being able to listen to what constituents are saying about the organization on social media, measure its impact, and manage it from a mobile app . What should the consultant recommend?A . Social StudioB . Live MessageC . PardotD...
What should the consultant advise?
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 anything related to the Person Account model . What should the consultant advise?A . Export all Person Account data,...