A nonprofit conducts background checks on all prospective volunteers. Only the volunteer manager and executive director should be able to access the fields related to background checks on the Contact object. How should the consultant configure the security settings?
A. Create a Role for the volunteer manager under the executive director's Role and grant read, write access to those fields in the volunteer manager's role.
B. Assign the volunteer manager and executive director to a Public Group and grant the Public Group access to those fields.
C. Create a Sharing Rule that grants the volunteer manager and executive director access to the background check fields.
D. Create a Permission Set that grants access to those fields and assign it to the volunteer manager and executive director.
Salesforce recommends using V2MOM with customers in the requirements-gathering phase of a project. What is the desired outcome?
A. Customer adoption
B. Organizational alignment
C. Data security
D. Executive sponsorship
A nonprofit using Volunteers for Salesforce on their website wants their volunteers to be able to update their contact information. What does the consultant need to configure to make this possible?
A. Change Organization-Wide Sharing setting for Contacts to Public
B. Create a criteria-based sharing rule
C. In Setup, check Grant Guest Users Update Access
D. Create and assign a new profile
A nonprofit wants to run an enrollment report for its education classes. Which Program Management Module object should the consultant use to build the report?
A. Service Delivery
B. Program Engagement
C. Program Cohort
D. Service
A nonprofit is implementing Accounting Subledger and wants to know how the data from Salesforce would be transferred to its accounting system. Which three methods are possible? Choose 3 answers
A. Integrate Salesforce with the accounting system using middleware.
B. Export data via Salesforce reports to upload to the accounting system.
C. Develop a custom integration solution.
D. Schedule a Data Export from Salesforce.
E. Configure Salesforce Connect to integrate with the accounting system.
A nonprofit wants to use Volunteers for Salesforce for volunteer management. Which action should a consultant take before installing the package?
A. Apply for license donation for Volunteers for Salesforce.
B. Check that the nonprofit has the most recent NPSP release.
C. Ensure the Program Management Module Is already Installed.
D. Compare usage of roll-up summary fields to limits.
A consultant for a nonprofit needs to upload data that contains payments on existing opportunities in Salesforce using donation matching in the NPSP Data Importer. After a gift is successfully matched to an existing record, which two updates may occur? Choose 2 answers
A. The Stage of the Opportunity will change to Closed/Won.
B. The open Payment will be marked as Paid.
C. A Payment will be added to the Opportunity.
D. The Opportunity amount will include the new payment amount.
A nonprofit organization has white papers, case studies, and impact reports on its website. The organization wants to track website visitors who download those assets. Once tracked, the organization wants to pursue the visitor as a constituent. Which solution should be considered?
A. Affiliation record
B. Relationship record
C. NPSP Settings
D. Opportunity Settings
A nonprofit wants to segment its constituents based on their donations from the prior fiscal year. The nonprofit wants to include only onetime gifts it received. Which NPSP feature should the consultant use to meet this requirement?
A. Advanced Mapping
B. Levels
C. Customizable Rollups
D. Engagement Plans
A nonprofit wants its staff to spend most of their time in Salesforce. but the staff needs access to several other applications as well. The nonprofit wants a solution that allows staff to use other applications without leaving Salesforce. How should the consultant integrate these applications?
A. Implement Salesforce Canvas
B. Configure External Data Sources
C. Configure External Objects
D. Implement Distributed Marketing
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