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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. A nonprofit organization has engaged a consultant to implement NPSP and has a large membership program it wants to manage in Salesforce. Which two things does the consultant need to set up to ensure that the membership rollups in NPSP will work properly?

A) Check that the membership record type is selected for membership rollups.
B) Check that the grace period is set up for memberships.
C) Ensure there is an Opportunity record type set up for memberships
D) Ensure there is a custom field created for Membership Amount and selected for membership rollups

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. Include the Total Gifts this Year and Soft Credits this Year fields.
B) 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.
C) 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.
D) 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.

3. A nonprofit has significant staff turnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit.
How should the consultant meet the requirement?

A) Run and view the Setup Audit Trail.
B) Create a field history report.
C) Run the Schema Builder.
D) Complete all field descriptions.

4. A nonprofit wants to send messages to Contacts stored in NPSP based on their connections to the nonprofit's corporate funders.
Which object should be connected with Contacts in a report type to meet this requirement?

A) Affiliations
B) Accounts
C) Opportunities
D) Relationships

5. 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) Create a joined report with Opportunities and Campaigns
B) Create a report type that includes Contacts such as the Opportunities with Contact Roles report type
C) Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard
D) Go to Setup and add the "Add to Campaign" button to the report type

Solutions: