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What should the consultant advise?
A nonprofit organization has a lot of donors who give recurring donations. Some donors like to have their recurring donations by three times per year. What should the consultant advise?A . Create a custom installment period in NPSP Settings, and then add the tri-yearly custom installment period to the custom...
Now should the consultant set this up?
A nonprofit organization wants a report that compares giving at a consistent point in time from year to year. Now should the consultant set this up?A . Create a matrix report bucketing the dates you wish to compare.B . Create a joined report showing the two years side by side.C...
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...
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...
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...
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
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 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 AccountsB...
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 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 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 number...
