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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. The development director wants all users to only see Engagement Plans on Opportunity records for donations with an Amount greater than 10,000.
How should this be accomplished?

A) Create a tab and associate the Engagement Plan object to the tab. Add the Related List - Single Lightning component and set it to Engagement Plans. Give read access for the Engagement Plan object to all profiles.
B) Add the Related List - Single Lightning component to the Opportunity Lightning page. Add a component visibility filter to display the Engagement Wan when the Opportunity Amount field is greater than 10,000.
C) Create a custom Lightning component that displays all Engagement Plans. Add the component to the Opportunity Lightning Page. Assign the Lightning Page as the Org Default and Activate it.
D) Add the Related Lists component to the Opportunity Lightning page. Set the component visibility filter to ensure the Opportunity Amount field is greater than 10,000. Assign the page to the development director's profile.

2. A consultant is assisting a nonprofit organization in its data integration and data mapping between the two systems. The consultant is unsure when a particular field was introduced by NPSP.
How should the consultant find the NPSP version number for the field?

A) Install a third-party app from the AppExchange to extract the metadata.
B) Click on "Setup" and navigate to "Objects and Fields".
C) Reference the NPSP Public Data Dictionary.
D) Click on "Setup" and navigate to "Schema Builder".

3. 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) Schedule a Data Export from Salesforce.
C) Develop a custom integration solution.
D) Configure Salesforce Connect to integrate with the accounting system.
E) Export data via Salesforce reports to upload to the accounting system.

4. A nonprofit has hired a consultant to help implement a Salesforce marketing automation solution.
Which question should a consultant ask the nonprofit first?

A) How is marketing data maintained and is it currently clean and accurate?
B) How much visibility does the nonprofit need into the lifecycle of its marketing leads?
C) Will departments be sharing the same marketing data?
D) What are the overall marketing objectives and strategy?

5. A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?

A) Check a custom field, "Check/Reference Number" on Opportunity
B) Check if the report type includes Payments
C) Check if the report type includes Opportunities.
D) Check a custom field, "Check/Reference Number" on Payments

Solutions: