Salesforce Certified Nonprofit Cloud Consultant Exam Practice Test

Answer : A, C

To ensure that Person Accounts and NPSP can coexist within the same Salesforce org, follow these configurations:

Different Household Record Type in NPSP Settings:

Navigate to NPSP Settings.

Ensure that the Household record type specified in NPSP settings is different from the Person Account record type.

This prevents conflicts and ensures that NPSP correctly distinguishes between Household Accounts and Person Accounts.

Default Record Type for Profiles of Users Converting Leads:

Go to Setup > Profiles.

Ensure that the default record type for any profiles of users who convert leads is not set to the Person Account record type.

This ensures that when leads are converted, they do not automatically become Person Accounts, which could disrupt the NPSP data model.

By following these configurations, the nonprofit can effectively manage both Person Accounts and NPSP functionalities within the same Salesforce environment.

Salesforce NPSP Documentation: NPSP Configuration.

Salesforce Person Accounts Guide: Person Accounts.

Answer : A

To allow staff to use other applications without leaving Salesforce, implementing Salesforce Canvas is the recommended solution:

Salesforce Canvas:

Salesforce Canvas allows you to embed external applications directly within Salesforce

Answer : A, C, E

Governance is critical in a Salesforce implementation project for several reasons:

Cost Savings:

Effective governance helps prevent costly mistakes and rework by ensuring that all project activities align with the overall objectives and best practices.

It also ensures efficient resource utilization and minimizes waste.

Security:

Governance frameworks include policies and procedures to safeguard data and ensure compliance with legal and regulatory requirements.

It ensures that proper security measures are in place to protect sensitive information, which is crucial for nonprofit organizations.

Delivery Speed:

With governance, there are clear roles, responsibilities, and processes which streamline decision-making and reduce delays.

It enables quicker resolution of issues and ensures that the project stays on track, leading to faster delivery.

Steps to Emphasize Governance:

Establish a governance committee that includes key stakeholders.

Define clear governance policies and procedures.

Regularly review and adjust the governance framework as needed to ensure continuous alignment with project goals.

By emphasizing these points, the consultant can highlight the importance of governance in ensuring the success of the Salesforce implementation.

Salesforce Governance Documentation

Trailhead Module: Salesforce Governance Basics

Answer : A, C

To streamline the import of donations made by nonprofit volunteers using NPSP Data Import features, the following steps are recommended:

Create a Batch and Map Opportunity Primary Contact on First and Last Name:

When creating a data import batch, you can map the Opportunity Primary Contact based on the First and Last Name. This ensures that the donation is linked to the correct contact in Salesforce.

Create a Batch and Match Contact on First and Last Name:

During the import process, create a batch and use the matching criteria based on the Contact's First and Last Name. This helps in accurately matching the donations to the existing contacts in Salesforce, reducing duplicate records and maintaining data integrity.

Steps to Implement:

Navigate to NPSP Data Import.

Create a new Batch.

Map the fields appropriately, ensuring the Opportunity Primary Contact and Contact matching criteria are based on First and Last Name.

Validate the mapping and run the batch to import the donation data.

These features help automate and streamline the data import process, ensuring accurate and efficient data management.

Nonprofit Success Pack (NPSP) Documentation: Data Import

Salesforce Help: Managing Batches and Data Import

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

https://powerofus.force.com/s/article/NPSP-Which-Version-Am-I-Using

When a consultant is unsure when a particular field was added to NPSP, they can find the NPSP version number for the field in the NPSP Data Dictionary. Here's why:

NPSP Data Dictionary:

The NPSP Data Dictionary provides comprehensive details about all fields, objects, and components within the NPSP package.

It includes information on when fields were introduced, their data types, descriptions, and related objects, making it the best resource for tracking the history of specific fields.

Salesforce NPSP Data Dictionary Documentation

Salesforce Nonprofit Success Pack Release Notes

Answer : B, C

Before installing Nonprofit Cloud Case Management into its production org, a nonprofit should consider the following prerequisites:

Enable My Domain:

My Domain is required for many Salesforce features, including those in Nonprofit Cloud Case Management.

Enabling My Domain allows customization of the Salesforce URL, enhances security, and is a prerequisite for some Salesforce features.

Ensure Appropriate Licenses Are Provisioned:

Nonprofit Cloud Case Management requires specific licenses to be available in the org.

Ensuring that the appropriate licenses are provisioned is crucial for enabling users to access the features and functionalities of Case Management.

Salesforce Nonprofit Cloud Case Management Installation Guide

Salesforce My Domain Documentation