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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...
Which combination of functions should the consultant recommend?
A nonprofit organization provides case management to its clients. There is a requirement for a score to be automatically assigned to each client based on several factors such as age, income and number of health conditions. The nonprofit also wants to automate the creation and assignment of follow up tasks...
Which two considerations should the consultant discuss with the organization?
A nonprofit organization created a custom Opportunity name for all organization donations. Which two considerations should the consultant discuss with the organization? Choose 2 answersA . The organization should change existing Opportunities to the new naming convention through an upsert.B . The organization should only change existing Opportunities to the...
Which two solutions should a consultant propose to meet this need?
A nonprofit organization is using Volunteers for Salesforce and wants its volunteers to be able to log their own volunteer hours. Which two solutions should a consultant propose to meet this need? Choose 2 answersA . Set up a workflow rule with a weekly email alert sent to all volunteers...
Which declarative Salesforce solution is designed for process automation?
A nonprofit organization wants to automate some of its routine activities. Which declarative Salesforce solution is designed for process automation?A . EinsteinB . PardotC . Lightning FlowD . NPSP TDTMView AnswerAnswer: C
What should the consultant advise the system administrator to do?
A nonprofit organization uses Customizable Rollups and has a large volume of Recurring Donation Allocations for a specific fund. The system administrator notices a scheduled skew job, but does not remember scheduling it . What should the consultant advise the system administrator to do?A . View the Setup Audit TrailB...
Which action should a consultant take?
A consultant is installing NPSP in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature in NPSP . Which action should a consultant take?A . Create a Membership Opportunity record type.B . Add a value in the Type field on Opportunity for Membership.C ....
What should the consultant do to meet this requirement?
A nonprofit organization wants to automatically generate an Opportunity whenever a Lead is converted. What should the consultant do to meet this requirement?A . Select the "Create an Opportunity on Lead Convert" checkbox in NPSP Settings.B . Write a trigger that automatically generates an Opportunity on Lead conversion.C . Install...
What action should the consultant take?
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 the NPSP Health Check ToolB . Run the Salesforce OptimizerC . Run the Data...
How should a consultant install NPSP in an existing Salesforce organization?
How should a consultant install NPSP in an existing Salesforce organization?A . Download each NPSP component from the AppExchange, install in the target organization, and complete the post-install instructionsB . Visit the NPSP Installer page, install in the target organization, and complete the post-install instructionsC . Download each NPSP component...
