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What should the consultant recommend?
A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available. The gift officer wants to add donors to a Campaign from a report...
What should the consultant recommend to handle duplicate clean up in bulk?
A nonprofit organization has a large number of duplicate contacts the consultant needs to clean up . What should the consultant recommend to handle duplicate clean up in bulk?A . Salesforce Duplicate ManagementB . NPSP Contact MergeC . Third party app from the AppExhangeD . Salesforce Data LoaderView AnswerAnswer: B
Which Salesforce security feature should the consultant recommend?
A nonprofit customer is concerned about its users having their Salesforce usernames and passwords compromised . Which Salesforce security feature should the consultant recommend?A . Set up two-factor authenticationB . Add IP ranges on user profilesC . Specify a My Domain login policy for its Salesforce instanceD . Specify a...
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...
How should this be accomplished?
A nonprofit organization is using Salesforce with the NPSP pre-installed. The nonprofit organization wants to give prospective volunteers a way to fill out their volunteer application online . How should this be accomplished?A . Create a web-to-case form in Salesforce with the fields needed to capture the information asked for...
What can the consultant deliver to help them achieve this summary by channel?
The executive director at a nonprofit needs to understand the overall summary of individuals engaged with the organization across multiple channels, including donations, volunteer shifts, and event attendance . What can the consultant deliver to help them achieve this summary by channel?A . Create a Role Hierarchy to summarize the...
What should the consultant advise?
The vice president of development of a nonprofit organization wants to be able to review giving in the pipeline at a high level, and track the organization's process towards finding new potential donors. The VP also wants to track program metrics as compared to donor histories . What should the...
How should the consultant accomplish this task?
A development director needs to understand which organizations have given to the nonprofit in some year prior to the current, but have not contributed to the nonprofit in the current year . How should the consultant accomplish this task?A . Customize the date range on the NPSP SYBUNT report for...
Which tool should be used to create all of the records at once?
A nonprofit organization is retiring its legacy donor, donation, and payment processing systems. The organization wants to load 45,000 records into Salesforce from a single flat file . Which tool should be used to create all of the records at once?A . Import WizardB . Data LoaderC . NPSP Data...
How should the consultant recommend tracking this?
A nonprofit organization on NPSP needs to be able to track the high school a student attended and track the enrollment of the student at college. How should the consultant recommend tracking this?A . Use NPSP Affiliations objects to connect the Contact to the Account for their high school and...
