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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. A nonprofit is using NPSP with the default account model and settings. A user creates and saves a new Contact leaving the Account Name blank.
How does NPSP handle the Account?

A) An Account is created with a household name.
B) An Account is created with the same name as the Contact.
C) The Contact is added to an existing Account.
D) The Account Name remains blank.

2. A nonprofit needs to frequently import membership renewal and donation dat a. Each Import needs a different configuration that will update existing Contacts in addition to creating Opportunities.
Which tool should the consultant recommend?

A) NPSP Batch Data Import
B) Salesforce Data Loader
C) Salesforce Import Wizard
D) NPSP Data Importer

3. A volunteer manager at a nonprofit wants to search for volunteers with landscaping skills who are available at a given time and add them to a shift. The nonprofit is using Volunteers for Salesforce.
What should the consultant advise to meet this requirement?

A) Create a list view on Contacts showing Volunteer Skills and Volunteer Availability. Add a filter for landscaping skills and sort the
B) Click the the Volunteers Wizard and enter landscaping skills in the search box. Click search and filter the results by entering the desired Volunteer Availability. Select an available volunteer.
C) Create a report with the report type of Contacts with Volunteer Hours and Volunteer Jobs. Filter the Jobs by landscaping and
D) Click the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the desired values. Click search and select an available volunteer.

4. A nonprofit sends direct mail appeals via a third-party mail house. The nonprofit pulls a report from NPSP to send to the mail house with address information for each constituent who should receive an appeal. Some constituents prefer to receive mail at an address other than their primary household address.
How should a consultant access a list of those who do not reside at their household mailing address?

A) Create a Campaign and run the Household Mailing List report.
B) Create a Contacts and Accounts report and add a filter for Address Override = True.
C) Create a custom report type for Addresses and a filter for Address Override = True.
D) Create a Contacts and Accounts report and add a filter for Primary Address Type - Other.

5. A nationally federated nonprofit is implementing a single Salesforce org to provide shared fundraising services to its four regional affiliates. Each affiliate and the national nonprofit must see only its own donor data.
Which Salesforce feature would enable this level of record access?

A) Record Types
B) Criteria-based sharing
C) Divisions
D) Role Hierarchy

Solutions: