Salesforce Nonprofit Cloud Consultant Salesforce Certified Nonprofit Cloud Consultant Exam Practice Test

Answer : B

(wrong),b(wrong), a(if d is wrong then a is also wrong),So Option C

https://help.salesforce.com/s/articleView?id=000358792&type=1

When using Advanced Mapping for data imports in Salesforce Nonprofit Success Pack (NPSP), it is essential to understand that the target objects must be NPSP objects. Advanced Mapping is designed specifically to enhance the data import capabilities within NPSP by allowing detailed mapping configurations that align with NPSP's data model.

Key Considerations:

NPSP Specific: Advanced Mapping is tailored for NPSP objects, ensuring that data is correctly mapped and imported into the NPSP-specific fields and objects.

Enhanced Data Import: This feature allows for more precise data import, reducing the likelihood of errors and ensuring data integrity.

Steps for Using Advanced Mapping:

Navigate to NPSP Settings:

Go to NPSP Settings -> Data Import -> Advanced Mapping.

Configure Mapping:

Set up mappings between source data fields and target NPSP object fields.

Ensure that the target fields align with the NPSP data model requirements.

Perform Data Import:

Use the NPSP Data Importer to upload and import the data using the configured mappings.

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Configure Advanced Mapping for NPSP Data Import

Answer : D

When a consultant is about to begin a data project with a nonprofit to clean up Opportunity data and needs to temporarily disable NPSP Triggers for performance reasons, it is typically necessary when uploading a large volume of records, such as 1 million new Contact records.

Steps:

Log in to Salesforce: Access the Salesforce org with NPSP installed.

Navigate to NPSP Settings: Go to the App Launcher, search for 'NPSP Settings', and select it.

Disable Triggers:

In the NPSP Settings, expand 'Bulk Data Processes' and then 'TDTM'.

Find the specific triggers related to the data being uploaded.

Disable the relevant triggers by unchecking the 'Active' checkbox.

Save the changes.

Perform Data Upload:

Use a data loader or similar tool to upload the 1 million Contact records.

Ensure data integrity and verify successful upload.

Re-enable Triggers:

After the data upload is complete, go back to the NPSP Settings.

Re-enable the previously disabled triggers by checking the 'Active' checkbox.

Save the changes.

Verify and Test: Confirm that the triggers are working correctly and that the data has been uploaded properly.

CertGod Nonprofit Cloud Consultant Guide

Answer : C

When a nonprofit organization is informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists, the appropriate action is to select the 'Deceased' field on the donor's contact record. Here's how to do it:

Navigate to the Contact Record:

Go to the Contacts tab in Salesforce.

Search for the donor's contact record and open it.

Select the Deceased Field:

Locate the 'Deceased' checkbox on the contact record.

Check the box to mark the contact as deceased.

Additional Actions:

Ensure that any automated processes or workflows related to email and mailing lists exclude contacts marked as deceased.

Update any relevant lists or segments to remove the deceased donor from future communications.

Implications of Marking a Contact as Deceased:

The contact will no longer be included in email or direct mail campaigns.

The contact record is retained in Salesforce for historical and reporting purposes, preserving donation history and other relevant information.

Salesforce NPSP Documentation: Managing Contact Records

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

Answer : B

To track the volunteer's relationship with Universal Containers, the consultant should create an Affiliation record. Here's why:

Affiliation Record:

In NPSP, Affiliation records are used to track the relationship between Contacts (individuals) and Accounts (organizations).

Creating an Affiliation record between the volunteer (who is a Contact) and Universal Containers (an Organization Account) effectively captures the volunteer's association with the company.

This method aligns with NPSP best practices for managing relationships and affiliations within the nonprofit's Salesforce instance.

Salesforce Nonprofit Success Pack Documentation on Affiliations

Salesforce NPSP Account and Contact Management Guide

Answer : D

To ensure that case managers gather all required information when qualifying new beneficiaries, Salesforce Flow is the most effective automation tool:

Create a Flow:

In Salesforce Setup, navigate to 'Flow Builder' and create a new Flow.

Choose a 'Screen Flow' to guide users through the data entry process.

Design the Flow:

Add screens to the Flow that contain fields for all the required information. Use validation rules to ensure required fields are completed before proceeding to the next screen.

Use logic elements like decisions and assignments to handle conditional data collection based on previous inputs.

Deploy the Flow:

Embed the Flow on the Lightning Record Page for case managers to use when qualifying new beneficiaries.

Ensure the Flow is easily accessible and part of the standard workflow for case managers.

Training and Support:

Provide training for case managers on how to use the Flow.

Monitor usage and collect feedback to make any necessary adjustments.

Salesforce Flow provides a guided, interactive way to ensure all required information is collected consistently.

Salesforce Documentation: Flow Builder Guide

Trailhead Module: Automate Your Business Processes with Lightning Flow

Answer : C

To retain the legacy system's 150 donation appeal source codes as historical data in NPSP, you should follow these steps:

Create Campaigns for Each Legacy Source Code:

Navigate to the Campaigns tab in Salesforce.

Create a new Campaign for each of the 150 legacy source codes.

Name the Campaigns according to the source codes for easy identification.

Prepare Your Import Data:

Ensure that your import data includes a column for Campaigns, where you can map each donation to the corresponding legacy source code Campaign.

Import Contacts and Opportunities:

Use the Data Import Wizard or Data Loader to import your Contacts and Opportunities.

During the import process, map the source code field in your data to the appropriate Campaign in Salesforce.

Relate Contacts and Opportunities to Campaigns:

Ensure that each Contact and Opportunity record is related to the correct Campaign representing the legacy source code.

By organizing your legacy source codes into Campaigns and mapping your import data accordingly, you can effectively retain and manage historical donation appeal source codes in NPSP.

Nonprofit Success Pack (NPSP) Data Import documentation.

Salesforce documentation on Campaigns and data import processes.

Answer : C

To add donors to a Campaign from an Opportunities report, the report must include Contact records. The correct approach is to create a report type that includes Contacts, such as the Opportunities with Contact Roles report type.

Creating the Report:

Navigate to the Reports tab and click 'New Report.'

Select the 'Opportunities with Contact Roles' report type. This report type includes both Opportunity and Contact records.

Configuring the Report:

Add the necessary filters to include the desired Opportunities and their related Contacts.

Customize the report to display relevant fields, such as Contact Name and Opportunity Amount.

Adding to Campaign:

Once the report is configured and run, select the Contacts you want to add to the Campaign.

Use the 'Add to Campaign' button available in the report to add these Contacts as Campaign Members.

Benefits of This Approach:

Ensures that the Campaign Members are correctly linked to the Opportunity records.

Streamlines the process of managing Campaigns and associated donor information.

Additional Steps:

Ensure that the 'Add to Campaign' button is enabled for the report type in Setup if it is not already visible.

CertGod Nonprofit Cloud Consultant study guide: 'Create a report type that includes Contacts such as the Opportunities with Contact Roles report type'.

Topic 2, Exam Pool B