A nonprofit organization is using NPSP to manage its contacts and their families. What should the consultant recommend about adding other common connections such as siblings and deceased and divorced spouses?
A. Add them as Relationship entries manually
B. Add them as Relationship record types
C. Add them as Affiliation entries manually
D. Add them as Affiliation record types
A nonprofit organization needs to send a mailing to all clients to invite them to an informational session on its workforce development program. The organization wants to track who it was sent to and who responded. The organization is using the NPSP with the Household Account Model. What should a consultant advise them to do to accomplish this in Salesforce?
A. Create a report using the NPSP All Contacts report and add a filter to just include clients
B. Create a mailing list Campaign, then create a report using the type Contacts and Accounts with a filter for clients, then add to Campaign
C. Create a Campaign, filter a list view for clients and add to Campaign. Create a report with the type Campaigns with Campaign Members.
D. Create a Campaign field and add all clients to it, then use the Household Mailing List button to generate the mailing list.
A local community center provides health care services to eligible local residents. Staff currently triage patients through of a series of qualifying questions that drive additional qualification questions. The center wants to extend triage capabilities to its volunteers to determine whether residents qualify for services. Service decisions need to be made immediately while the patient is interacting with the staff or volunteer.
Which solution should the consultant recommend?
A. 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.
B. Create a Flow to guide volunteers on triage screens, capture accurate data and generate a services decision.
C. Use a Standard Lightning Component to displaying custom fields from several objects and generate a services decision.
D. Use a Workflow Rule with Field Updates and Case Assignment Rules to triage and assign the case to the proper services queue.
A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available. The gift officer wants to add donors to a Campaign from a report. What should the consultant recommend?
A. Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard
B. Create a joined report with Opportunities and Campaigns
C. Create a report type that includes Contacts such as the Opportunities with Contact Roles report type
D. Go to Setup and add the "Add to Campaign" button to the report type
A fundraising associate needs to print mailing labels for the latest direct mail campaign to families who give to the nonprofit organization. The organization uses the Household Account model with Address Management.
Which object and address field should the associate use when building the report?
A. Account; Billing Address
B. Contact; Other Address
C. Account; Shipping Address
D. Contact; Mailing Address
A nonprofit organization is using NPSP Data Importer for Contacts. The consultant has noticed that even though the mappings are correct, some of the Account records are not automatically being created. Which two things should the consultant check?
A. If all the email addresses are properly formatted
B. If all records have a phone number
C. If the required fields are included in the import
D. If there are required fields on the Account
A nonprofit organization is using Salesforce with the NPSP pre-installed. The nonprofit organization wants to give prospective volunteers a way to fill out their volunteer application online. How should this be accomplished?
A. Create a web-to-case form in Salesforce with the fields needed to capture the information asked for on the form.
B. Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.
C. Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.
D. Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.
A volunteer manager at a nonprofit organization needs to be able to search for volunteers with landscaping skills who are available at a given time. The organization is using Volunteers for Salesforce. What should the consultant advise?
A. 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
B. 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
C. Use the Volunteers Wizard to look for volunteers with landscaping skills and Volunteer Availability and choose those available at the given time
D. 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
During the Build phase of a project, one line of business requests the addition of a new field that is essential for its business process. A different line of business objects to the request and says that this field is unnecessary and will result in duplicate data.
How should the consultant handle this?
A. 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.
B. Use the established governance committee for discussion and resolution.
C. Work quickly to negotiate between the two groups and resolve the issue before it escalates to the executive sponsors.
D. Add the field into a sandbox to test and validate expected outcomes.
E. Remove themselves from the discussion and suggest that the two business line leaders meet to make a decision.
A nonprofit organization is retiring its legacy donor, donation, and payment processing systems. The organization wants to load 45,000 records into Salesforce from a single flat file. Which tool should be used to create all of the records at once?
A. Import Wizard
B. Data Loader
C. NPSP Data Import
D. ETL Tool
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