Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. 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 Campaign Hierarchy to see the number of people associated with each donation, shift, and event, by channel with Campaign Memberships.
B) Create a Role Hierarchy to summarize the number of Opportunity records associated with each user, and the Campaign Memberships associated with the Primary Contact on the Opportunity by channel.
C) Create an Account Hierarchy to see the number of people related to each household, and their associated Contact records with Campaign Memberships and Opportunities by channel.
D) Create a User Hierarchy to report by user with the Opportunity, Contact, and Campaign records owned representing donation, volunteer, and event channels and their Campaign Memberships.

2. A nonprofit organization receives a number of donations from Donor Advised Funds where the check is written by the financial institution that houses the Donor Advised Fund. What should the consultant recommend to ensure that the Donor Advised Fund receives credit for the donation?

A) Use Account Soft Credits to credit the Donor Advised Fund
B) Add an additional Account lookup field on the Opportunity for the Donor Advised Fund
C) Add an Account lookup field on the Payment for the Opportunity for the Donor Advised Fund
D) Use a GAU allocation to credit the donation to the Donor Advised Fund

3. A development associate receives a corporate matching gift and failed to indicate the original donation was supposed to be matched.
Which solution should the consultant recommend?

A) Create a Lightning quick action to find the matching gift.
B) Select Find Matched Gifts and click on the Find More Gifts button.
C) Select Manage Soft Credits and change the Contact Role to Matched Donor.
D) Create a lookup field on the Opportunity object for matched gift donor.

4. What are the two key places to locate NPSP release information? Choose 2 answers

A) GitHub Cumulus Releases
B) Partner Success Community
C) Power of Us Hub
D) trust.salesforce.com

5. A nonprofit organization is using Cases in Salesforce for case management with its clients. The nonprofit organization wants to relate Cases for the same client to each other. How should the consultant advise the organization?

A) Create a custom field for an ID number and assign the same number to all cases that need to be connected
B) Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.
C) Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases
D) 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.

Solutions: