Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant (WI24) Questions and Answers

View the Setup Audit Trail

Keep the job

Run a debug log

Delete the job

Create a custom field for Membership Amount and select it for membership rollups.

Select the membership record type for membership rollups.

Create an Opportunity record type for memberships.

Set a grace period for memberships.

Upload the program data using the NfSP Data Importer.

Upload the client data using the Data Import Wizard.

Upload the client information using the NPSP Data Importer.

Upload the program data using the Data Import Wizard.

The Salesforce.org release schedule can be found on the SFDO Major Release Announcements group.

Salesforce.org major releases follow the same schedule as Salesforce.com releases.

The Salesforce.org release schedule can be found on the Salesforce Trust website.

Salesforce.org major releases arrive approximately one month after Salesforce.com releases.

Journeys

Send List Email

Pardot

Salesforce Engage

Use the Volunteer Recurrence Schedules in Volunteers for Salesforce to create the volunteers' schedules.

Enter all volunteer IDs and schedules on a spreadsheet and use an ETL tool to create volunteer hours records In Volunteers for Salesforce.

Install a grid app from the AppExchange to mass enter volunteer hours based on each volunteer's schedule.

Use the Job Recurrence Schedule functionality In Volunteers for Salesforce to create the volunteers' schedules.

Address verification only works with the one-to-one and individual ("Bucket") Account models.

Tracking addresses with the Address object may introduce more complexity.

Migrating all historical address information impacts system data storage.

There is a limit of three addresses per contact or organization that can be migrated into NPSP.

Matching Rules

Duplicate Rules

Scheduled Apex Jobs

Duplicate Jobs

Create a list view on Contacts showing Volunteer Skills and Volunteer Availability. Add a filter for landscaping skills and sort the

list to find volunteers who are available at the given time.

Click the the Volunteers Wizard and enter landscaping skills in the search box. Click search and filter the results by entering the desired Volunteer Availability. Select an available volunteer.

Click the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the desired values. Click search and select an available volunteer.

Create a report with the report type of Contacts with Volunteer Hours and Volunteer Jobs. Filter the Jobs by landscaping and

Volunteer Availability for the given time. Select an available volunteer.

Client Alert

Case

Service Delivery

Program

Create a custom object "Legacy Source Code" and map a lookup field on Contacts and Opportunities when importing donations.

Create a custom text field "Legacy Source Code" on Contact and Opportunity to store the legacy system's source codes.

Insert a Campaign for each Legacy Source code and, when importing Contacts and Opportunities, relate them to the Campaign.

Add each legacy source code to the Lead Source picklist and set the code when inserting Contacts and Opportunities.

Configure NPSP Settings to track inbound and outbound funds.

Configure NPSP Settings grants management functionality.

Install the Program Management Module.

Install the Outbound Funds Module.

Implement Enhanced Recurring Donations.

Create scheduled Payments.

Create a process using Process Builder.

Clone Opportunities with Payments.

The Nonprofit Hub group in the Trailblazer Community.

The Salesforce Trust website.

The product's GitHub repository release page.

The Nonprofit Cloud release announcement group in the Trailblazer Community.

Upgrade Accounting Subledger from Starter Edition to Growth Edition.

Set "Pledged" stage to "Committed" in Stage to State Mapping.

Set "Pledged" stage to "Finalized" m Stage to State Mapping.

Use Process Builder to create Ledger Entries on Opportunity update.

NPSP Health Check

Salesforce Health Check

Salesforce Optimizer

Shield Platform Encryption

Pardot

Apex

Workflow

Flow

Since Closed/Won donations are associated with the Account record, an error message displays.

The Household Account record and its standard related records are deleted.

Since Affiliations and Relationships are associated with the Contacts in this Account, an error message displays.

The Household Account record and its standard related records remain.

Set up Automatic Opportunity Contact Roles and enter Honoree for Honoree Opportunity Contact Role.

In the New Donation entry screen populate the Honoree lookup field.

Set the Contact Role for individual Opportunities to Honoree.

Enable Advanced Mapping and map the Honoree to Honoree Opportunity Contact Role.

Delete the values in the phone and email fields

Delete the Contact record

Select the Deceased field

Select the Do Not Email, Do Not Contact, and Email Opt Out fields

Select the Do Not Email, Do Not Contact, and Email Opt Out fields

Delete the Contact record

Select the Deceased field

Delete the values in the phone and email fields

Apply for license donation for Volunteers for Salesforce.

Check that the nonprofit has the most recent NPSP release.

Ensure the Program Management Module Is already Installed.

Compare usage of roll-up summary fields to limits.

Create the Visualforce page, test class, and a Trigger Handler record

Create the Apex class, test class, and Trigger Handler record

Create the Apex trigger, test class, and Trigger Handler record

Create the Lightning component, test class, and Trigger Handler record

Partial Data Sandbox

Developer Sandbox

Developer Pro Sandbox

Full Data Sandbox

Salesforce Experience Cloud

Salesforce B2B Commerce

Salesforce B2C Commerce

Salesforce Billing

Cost savings

Compliance

Security

Technical Interoperability

Delivery Speed

Power of Us Hub

trust.salesforce.com

Partner Success Community

GitHub Cumulus Releases

Create a list view on Contacts using a filter for those who have skills that include landscaping. Add the field for Volunteer Availability on the list view and sort by it to find those with landscaping skills who are available at the given time

Click on the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the values you're looking for and hit search

Use the Volunteers Wizard to look for volunteers with landscaping skills and Volunteer Availability and choose those available at the given time

Create a report with the report type Contacts with Volunteer Hours and Volunteer Jobs. Filter the report by the Volunteer Job for landscaping and Volunteer Availability at the time the Volunteer Manager needs them

Fulfill the request and add the field, but create a separate page layout so the field is only visible to the line of business that made the request.

Use the established governance committee for discussion and resolution.

Work quickly to negotiate between the two groups and resolve the issue before it escalates to the executive sponsors.

Add the field into a sandbox to test and validate expected outcomes.

Remove themselves from the discussion and suggest that the two business line leaders meet to make a decision.

Create a web-to-case form in Salesforce with the fields needed to capture the information asked for on the form.

Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.

Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.

Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.

There is an error message because there are closed/won donations associated with the Account record.

There is an error message because there are recurring donations associated with the Contacts in this Account.

There is an error message because there are relationships associated with the Contacts in this Account.

The Household Account record is deleted.

Create Payment Mappings in NPSP Settings.

Create custom fields on the Payment object.

Create lookup fields on the Payment object.

Create a workflow that will copy Payment information to the Opportunity record.

Create a custom lookup field, "Related Campaign" on the Campaign object.

Suggest consolidating at least one of the Campaigns so that it is within the Campaign Hierarchy limit.

Create a Campaign Hierarchy with the parent Campaign record as, "Friends of the Organization"

Suggest changing the order of the hierarchy.

Add an additional Account lookup field on the Opportunity for the Donor Advised Fund

Add an Account lookup field on the Payment for the Opportunity for the Donor Advised Fund

Use a GAU allocation to credit the donation to the Donor Advised Fund

Use Account Soft Credits to credit the Donor Advised Fund

Create a picklist field that will display the categories based on the Total Gifts This Year field.

B Create a custom field on the Opportunity that will display the categories and a process in Process Builder to populate the value based on the Total Gifts This Year field.

Set up NPSP Levels for the categories based on Total Gifts This Year.

Create a custom field on the Opportunity that will display the categories and a custom trigger to populate the value based on the Total Gifts This Year field.

Create a custom object for year and a custom object for project to track.

Create a Campaign hierarchy for project and year.

Create reports with bucketing and filters.

Create a process that populates custom fields for each year and project on Opportunities.

Add the Related List - Single Lightning component to the Opportunity Lightning page. Add a component visibility filter to display the Engagement Wan when the Opportunity Amount field is greater than 10,000.

Create a tab and associate the Engagement Plan object to the tab. Add the Related List - Single Lightning component and set it to Engagement Plans. Give read access for the Engagement Plan object to all profiles.

Create a custom Lightning component that displays all Engagement Plans. Add the component to the Opportunity Lightning Page. Assign the Lightning Page as the Org Default and Activate it.

Add the Related Lists component to the Opportunity Lightning page. Set the component visibility filter to ensure the Opportunity Amount field is greater than 10,000. Assign the page to the development director's profile.

Insights Platform Data Integrity

Sender Authentication Package

Customer Data Platform

NPSP Address Management

Refresh a preview Instance sandbox just prior to sandbox preview period.

Refresh a preview instance sandbox during the sandbox preview period.

Create a new sandbox during the sandbox preview period.

Create a preview instance sandbox during the sandbox preview period.

Move Tasks from the One-to-One Accounts to the new Household Accounts.

Move Opportunities from the One-to-One Accounts to the new Household Accounts and Contacts.

Delete One-to-One account records.

Select a Primary Contact for each Household Account.

On the Trigger Handlers tab, uncheck the Active checkbox on all Trigger Handlers.

On the NPSP Settings tab, under the Batch Processing Settings page, decrease the GAU Batch Size.

On the NPSP Settings tab, decrease the batch size for NPSP rollups.

On the Trigger Handlers tab, add the consultant's username to the Usernames to Exclude field.

Select Find Matched Gifts and click on the Find More Gifts button.

Create a Lightning quick action to find the matching gift.

Select Manage Soft Credits and change the Contact Role to Matched Donor.

Create a lookup field on the Opportunity object for matched gift donor.

The nonprofit should change existing Opportunities to the new naming convention by running the Refresh All Opportunity Names utility.

The Opportunity Name Format will only be applied to new Opportunities of the matching record type,

The nonprofit should change existing Opportunities to the new naming convention through an upsert.

Click the Refresh Name button on one Opportunity record to update all relevant Opportunities.

GAU Allocations

Automated Soft Credits

Partial Soft Credit

Campaign Hierarchy

Data storage limits

Data skew

Code coverage

API call limits

Einstein Bots

In-App Guidance

Path

myTrailhead

Tell the staff member to select only two instead of three contacts when using Contact Merge.

Make the staff member a system admin.

Create a Permission Set with Modify All on Contacts and Accounts and assign it to the staff member.

Tell the staff member to merge Contacts from the View Duplicates component.

Check to make sure there are no invalid values in the gender field on Contact records.

Verify that all Reciprocal Relationships are mapped to gender field values.

Check that Salutations have been mapped to gender field values.

Verify the correct field for gender is specified in Relationship settings.

GAU Allocations with Opportunity report type and filter on the Opportunity object for the Primary Campaign Source = 'Annual Campaign' and filter on the GAU Allocation object for General Accounting Unit = 'General Fund'

Opportunity report type with cross filter for Opportunities with GAU Allocations with filter on the cross filter for Campaign = 'Annual Campaign' and General Accounting Unit = 'General Fund'

Opportunity report type with cross filter for Opportunities with GAU Allocations and filter on Opportunity object for the Primary Campaign Source = 'Annual Campaign' and on the GAU Allocations object for General Accounting Unit » 'General Fund'

GAU Allocations with Opportunity report type and filter on the GAU Allocation object for Campaign = 'Annual Campaign" and General Accounting Unit = 'General Fund'

Cross filter

Summary formula

Bucket field

Filter logic

Campaign Member records use less storage space than custom object records.

Email subscribers' activities can be retained for a certain length of time.

Unsubscribed Leads should be deleted from Salesforce immediately.

Subscribers must be synced as Leads and Campaign Members In NPSP.

Set the specific admin as the user to receive error notifications on the NPSP Settings tab under System Tools > Error Notifications.

Uncheck the Send Apex Warning Emails checkbox on all admins except for the specific admin.

Set all users except the specific admin as disabled for receiving error notifications on the NPSP Settings tab under System Tools > Error Notifications.

Change the profile for all users except the specific admin to something different than system admin.

Create a matrix report bucketing the dates you wish to compare.

Create a joined report showing the two years side by side.

Run the NPSP Account SYBUNT and Contact SYBUNT reports.

Set up a Reporting Snapshot on Opportunities.

Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.

Create a custom field for an ID number and assign the same number to all cases that need to be connected

Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases

Create a custom object that connects Cases to each other with two Case lookup fields and add a check box field to designate the parent Case.

Add them as Relationship entries manually

Add them as Relationship record types

Add them as Affiliation entries manually

Add them as Affiliation record types

The organization should change existing Opportunities to the new naming convention through an upsert.

The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action.

The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.

The custom naming convention only applies to new Opportunities of matching record types; it is not retroactive.

Go to NPSP Settings | Bulk Data Processes | Batch Process Settings to automatically recreate it.

Go to the NPSP Data Imports | Bulk Data Processes | Batch Process Settings to automatically recreate it.

Go to the Recycle Bin and undelete the job.

Go to help and create a case amd ask Salesforce Support to reschedule this job.

Set up a different Site in Volunteers for Salesforce for each country and set the time zone for the Site to the local time zone so all events will appear as the correct time for the time zone.

Add text to the Volunteers for Salesforce website informing all volunteers that all time for volunteer jobs and shifts is shown in the time zone of the headquarters and they need to convert the time to their local time zone.

Remove the Start Time and End Time fields from the website template and put the times in the description in the local time zone.

Set the Volunteer Job's Website Time Zone field value to the time zone in which the job will take place when creating Volunteer Jobs.

Create a Membership Opportunity record type.

Add a value in the Type field on Opportunity for Membership.

Create a Membership Affiliation record type.

Add a checkbox field on the Opportunity called "Membership".

Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard

Create a joined report with Opportunities and Campaigns

Create a report type that includes Contacts such as the Opportunities with Contact Roles report type

Go to Setup and add the "Add to Campaign" button to the report type

Five licenses are included at no cost for qualified customers

The trial choices include Lightning Enterprise or Lightnng Enterprise + NPSP

The free trial period is for 30 days

It is a Developer Edition org

Using an AppExchange application, collect and rank other nonprofits' wealth information to understand how best to cultivate individual donations.

Report on the total amount of donations received by the nonprofit in the past year, and rank it against peer institutions to best cultivate individual donations.

Report on the total amount of an individual's donations summarized on their Contact record and rank it against donations to the nonprofit by other individual donors to best cultivate individual donations.

Using an AppExchange application, collect and rank donor prospects' wealth information to understand how to best cultivate individual donations.

If all the email addresses are properly formatted

If all records have a phone number

If the required fields are included in the import

If there are required fields on the Account

Customize the date range on the NPSP SYBUNT report for Accounts

Customize the date range on the NPSP SYBUNT report for Contacts

Create an Opportunity report that compares Contact donations from the previous fiscal year to the current

Customize the date range on the NPSP LYBUNT report for Accounts

Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field

Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information

Insert Affiliation records, export Contact records, export Account records, upsert Contact records

Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field

Einstein

Pardot

Lightning Flow

NPSP TDTM

Social Studio

Live Message

Pardot

Google Analytics

Select Find Matched Gifts and click on the Find More Gifts button.

Create a Lightning quick action declaratively.

Create a Contact lookup field on the Opportunity object.

Select Manage Soft Credits and change the Role for the donor.

If the Target Field exists

If the Target Field is a NPSP field

If the Target Field has a validation rule

If the Target Object is a custom object

Import Wizard

Data Loader

NPSP Data Import

ETL Tool

Create a custom text field on the Opportunity object and use NPSP Recurring Donation Custom Field Mappings

Create a text formula field on the Opportunity object and use Process Builder to update all child Opportunities

Create a custom field on the Opportunity object and deploy a trigger to update all child Opportunity records.

Create a custom text field on the Recurring Donation object and use NPSP Recurring Donation Custom Field Mappings

Apply for a new Salesforce organization and request a license transfer

Use the NPSP Conversion Utility Tool

Ensure the Person Account record type is selected as the Household record type in NPSP Settings

Create a case in Salesforce to completely remove the Person Account record type

Select the "Create an Opportunity on Lead Convert" checkbox in NPSP Settings.

Write a trigger that automatically generates an Opportunity on Lead conversion.

Install a third-party app from the AppExchange that converts leads to any other object.

Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.

Packaged NPSP reports cannot be edited. Recreate all the reports found on the NPSP Development Forecasting dashboard to edit appropriately. Add additional reports to track program data.

Review the reports on the NPSP Fundraising Reports folder. Create additional reports to track program data. Schedule each report to be sent to the vice president every morning.

Review the components that are already on the NPSP Development Forecasting dashboard. Create additional reports and edit the dashboard to add components to track the program data.

Packaged NPSP dashboards cannot be edited. Recreate the NPSP Development Forecasting dashboard components. Add additional components to track program data.

Download each NPSP component from the AppExchange, install in the target organization, and complete the post-install instructions

Visit the NPSP Installer page, install in the target organization, and complete the post-install instructions

Download each NPSP component from The Powrt of Us Hub, install organization, and complete the post-install instructions

Visit the NPSP Conversion Utility tool, install in the target organization, and complete the post-install instructions

Use Case records, Validation Rules and Process Builder to post case details to the central volunteer Chatter Group so all volunteers can collaborate on eligible services.

Create a Flow to guide volunteers on triage screens, capture accurate data and generate a services decision.

Use a Standard Lightning Component to displaying custom fields from several objects and generate a services decision.

Use a Workflow Rule with Field Updates and Case Assignment Rules to triage and assign the case to the proper services queue.

The donor has a hard credit of $500 and a soft credit of $500, and the employer has a hard credit of $500

The donor has a soft credit of $500 and the employer has a hard credit of $500

The donor has a hard credit of $500, the employer has a hard credit of $500, and there are no soft credits

The donor has a hard credit of $500 and the employer has a soft credit of $500

Upload a list of all donors as Campaign Members using the Data Import Wizard

Enable the Automatic Campaign Member Management in NPSP settings

Create a trigger that automatically adds any donor as a Campaign Member

Populate the Primary Campaign Source field on the Opportunity record