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 a gift officer determine if an acknowledgment letter was sent for a donation?
How can a gift officer determine if an acknowledgment letter was sent for a donation?A . Check the Status picklist value on the Task object.B . Check if the Campaign Member status is set to "Acknowledged".C . Check the Acknowledgement Status picklist value on the Opportunity object.D . Check the...
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...
What should the consultant recommend?
A nonprofit customer wants to have the status for a Campaign Member on a fundraising campaign automatically update when a donation is received from that Contact. What should the consultant recommend?A . Create a workflow rule that updates the Campaign Status when an Opportunity is created.B . Create an Apex...
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...
Where is the automatic Opportunity Contact Role hard credit value configured for this scenario?
A consultant is importing a number of new individual gifts from a recent fundraising event for a non-profit that is using NPSP. It is very important that donors receive credit for these new donations. Where is the automatic Opportunity Contact Role hard credit value configured for this scenario?A . Opportunity...
What should a consultant recommend for the foundation to track progress?
A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project . What should a...
How can this be accomplished using NPSP?
A nonprofit organization wants to designate its donors into three categories, Gold, Silver, and Bronze, based on the total gift amount for that year . How can this be accomplished using NPSP?A . Create a picklist field that will display the categories based on the Total Gifts This Year field....
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 tool should the consultant recommend?
A nonprofit organization needs to frequently import membership renewal data and daily donation data and needs a different configuration for each. Which tool should the consultant recommend?A . Salesforce Import WizardB . NPSP Data ImporterC . Salesforce Data LoaderD . NPSP Data Import BatchView AnswerAnswer: B