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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anything related to the Person Account model. What should the consultant advise?

A) Extract the Person Account data, uninstall Person Accounts, install NPSP and reimport the data.
B) Export all Person Account data, then create a help ticket asking Salesforce to uninstall Person Accounts, then install NPSP and reimport the data
C) Install NPSP in its Salesforce org and set the account model to Household Accounts and the record type to Person Accounts
D) Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance

2. A consultant is implementing Salesforce for a nonprofit client who is inexperienced with Salesforce. The staff wants to assign an NPSP fundraising training module.
Which training resource should the consultant recommend?

A) Trailblazer Community Dashboard
B) AppExchange Report
C) Salesforce Help and Training
D) Trail Tracker by Trailhead

3. A user creating Opportunities wants to avoid manually entering information twice in order to have it appear on both the Opportunity record and the Payment record. Which two steps should be taken to set this up?

A) Create Payment Mappings in NPSP Settings.
B) Create lookup fields on the Payment object.
C) Create custom fields on the Payment object.
D) Create a workflow that will copy Payment information to the Opportunity record.

4. 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 Builder
B) Time-Based Workflow
C) Pardot
D) Apex Trigger and Scheduler

5. A consultant needs to load a large volume of data for a nonprofit.
Which two steps should the consultant take before the data loads to speed up the process?
Choose 2 answers

A) Recalculate Sharing Rules.
B) Disable related Apex classes in TDTM.
C) Add record owners to Role Hierarchy.
D) Defer Sharing Rule Calculation.

Solutions: