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What should the consultant advise?
A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?A . Check if the report type includes Opportunities.B . Check if the report type includes PaymentsC . Check a custom field,...
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...
How can a user differentiate between a Contact's Account and Primary Affiliation under the Household Account model?
How can a user differentiate between a Contact's Account and Primary Affiliation under the Household Account model?A . A Contact's Account is the same as the Contact record, a Contact's Primary Affiliation is the Contact's Household.B . A Contact's Account is where they live, a Contact's Primary Affiliation is where...
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
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...
Which feature should the consultant use to meet this requirement?
A nonprofit organization wants to record the most recent Opportunity close date on Contact records. The nonprofit organization expects the field on the Contact to be overwritten every time a new Opportunity meets the criteria. Which feature should the consultant use to meet this requirement?A . AppExchange AppB . Formula...
Which action should the consultant take before running the NPSP Installer?
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?A . Delete all fields labelled Deprecated.B . Upgrade the Recurring Donations package by itself.C . Delete the custom Households object.D . Run NPSP Health...
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 BuilderB . Apex Trigger and SchedulerC . Time-Based WorkflowD . PardotView AnswerAnswer: D
What is the correct order for uploading the donors' employment information?
A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofit has hired a consultant to upload data to the NPSP Affiliations object. What is the correct order for uploading the donors' employment information?A . Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with...
How should the consultant handle this?
During the Build phase of a project, one line of business requests the addition of a new field that is essential for its business process. A different line of business objects to the request and says that this field is unnecessary and will result in duplicate data. How should the...
