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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. Which two objects in the Program Management Module are directly connected to objects in Nonprofit Cloud Case Management?
Choose 2 answers

A) Case
B) Program
C) Client Alert
D) Service Delivery

2. 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 should the consultant create this report?

A) Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.
B) Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE. Summarize the Total Gifts this Year and Soft Credits this Year fields.
C) Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Include the Total Gifts this Year and Soft Credits this Year fields.
D) Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRUE. Group results by the Total Gifts this Year and Soft Credits this Year fields.

3. 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) Enable Automatic Campaign Member Management in NPSP settings.
C) Use Process Builder to update the Contact's campaign member record.
D) Create an Apex Trigger to update the Contact's Campaign record.

4. i. A Salesforce admin changes an Engagement Plan Template as requested by the development team. The development manager expects to see the changes reflected on an existing Engagement Plan using that Template on a campaign.
Why is the development manager unable to see the Template changes?

A) Engagement Plan Template changes must be accepted by the user on the Template detail record first.
B) Changes to Engagement Plan Templates only affect new Engagement Plans.
C) Engagement Plan Template changes need to propagate through the platform.
D) The development manager requires additional permissions for the new Engagement Plan Template changes.

5. A nonprofit organization provides case management to its clients. There is a requirement for a score to be automatically assigned to each client based on several factors such as age, income and number of health conditions. The nonprofit also wants to automate the creation and assignment of follow up tasks related to the client.
Which combination of functions should the consultant recommend?

A) Volunteer Recurrence and Customizable Rollups
B) Volunteer Wizard and Reports
C) Engagement Plans and Levels
D) Activities and Customizable Rollups

Solutions: