Salesforce Certified Nonprofit Success Pack Consultant (NP-Con-101) Exam Practice Test

Answer : C

To determine if an acknowledgment letter was sent for a donation, the best approach is to check the 'Acknowledgement Status' picklist value on the Opportunity object. Here's how you can do it:

Navigate to the Opportunity Object:

Go to the App Launcher and find Opportunities.

Add the Acknowledgement Status Field:

Ensure that the 'Acknowledgement Status' field is included in the Opportunity page layout.

Navigate to Setup.

In the Object Manager, select Opportunity.

Go to Page Layouts and add the 'Acknowledgement Status' field to the relevant layout if it is not already there.

Review the Acknowledgement Status:

Open the Opportunity record for the donation in question.

Look for the 'Acknowledgement Status' field to see if it indicates that the acknowledgment letter has been sent.

Automate Tracking (Optional):

Use workflows or Process Builder to update the 'Acknowledgement Status' automatically when certain conditions are met, such as when a task related to sending an acknowledgment letter is marked complete.

Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Acknowledgments

Salesforce Trailhead: Opportunities and Donations

Answer : A

To ensure that all child Opportunities contain the unique reference number from the Recurring Donation object and to prevent modifications after creation, follow these steps:

Create a Custom Text Field on the Opportunity Object:

Navigate to Setup.

In the Object Manager, select Opportunity.

Click on Fields & Relationships.

Create a new Text field (e.g., 'Recurring Donation Reference Number').

Use NPSP Recurring Donation Custom Field Mappings:

Navigate to NPSP Settings.

Under 'Donations', select 'Recurring Donations'.

Go to 'Field Mappings'.

Map the custom text field on the Recurring Donation object to the custom text field on the Opportunity object.

Ensure Field-Level Security:

Set the field-level security for the custom fields to ensure that they are only editable by the required profiles and read-only for others.

By following these steps, the unique reference number will be automatically populated and synchronized from the Recurring Donation object to all child Opportunities, and it will remain consistent for reconciliation purposes.

Salesforce NPSP Documentation: Custom Field Mapping

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Settings

Answer : C

When receiving a System.DmlException notification, the detailed information about the error can be found in the Error Log.

Error Log Overview:

The Error Log captures detailed information about system errors, including DML exceptions.

It provides insights into what caused the error and helps in troubleshooting.

Accessing the Error Log:

Navigate to Setup in Salesforce.

Search for 'Apex Jobs' or 'Apex Exceptions' in the Quick Find box.

Review the entries to find the relevant System.DmlException details.

Using the Error Log for Troubleshooting:

Identify the Cause: The log provides specific error messages and stack traces that help identify the root cause of the issue.

Corrective Actions: Based on the error details, take corrective actions such as fixing data issues, adjusting code, or updating configurations.

Benefits of Using the Error Log:

Detailed Information: Offers comprehensive details about the error, making it easier to diagnose and resolve.

Efficiency: Reduces time spent on identifying and fixing issues by providing precise error information.

CertGod Nonprofit Cloud Consultant study guide: 'Error Log'.

Answer : C

To find the NPSP version number for a specific field, the consultant should reference the NPSP Public Data Dictionary. This resource provides detailed information about the fields and features introduced in different versions of NPSP.

Access NPSP Public Data Dictionary:

Go to the Power of Us Hub or the Salesforce.org website.

Navigate to the NPSP documentation section.

Search for the Field:

Use the Data Dictionary to search for the specific field in question.

Review the information provided, including the version number when the field was introduced.

Verify Field Information:

Confirm the details about the field, including any associated metadata and historical changes.

Using the NPSP Public Data Dictionary ensures accurate information about the field's history and version details.

Answer : A

To ensure that a deceased donor no longer appears on any mailing lists, the nonprofit organization should 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 and open the donor's contact record.

Select the Deceased Field:

Locate the 'Deceased' checkbox on the contact record.

Check the box to mark the contact as deceased.

Verify Exclusion from Mailing Lists:

Ensure that automated workflows and processes exclude contacts marked as deceased from email and mailing lists.

Review and update any relevant segments or mailing lists to remove the deceased donor.

This action preserves the donor's history in Salesforce while ensuring they are no longer included in future communications.

Salesforce NPSP Documentation: Managing Contact Records

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

Answer : D

https://trailhead.salesforce.com/content/learn/modules/project-risk-management-for-partners/identify-assess-address-risk

In project management, the three elements impacted by change that cause risk are cost, quality, and time. These elements are often referred to as the project management triangle or triple constraint.

Elements Impacted by Change:

Cost: Changes can lead to increased project costs, affecting the budget and financial resources.

Quality: Changes can impact the quality of the project deliverables, potentially leading to rework or reduced standards.

Time: Changes can affect the project timeline, causing delays and extending the project schedule.

Steps for Risk Mitigation:

Identify Potential Risks:

Conduct a risk assessment to identify potential changes that could impact cost, quality, or time.

Develop Mitigation Strategies:

Create plans to mitigate identified risks, including contingency plans and resource allocations.

Monitor and Control:

Regularly monitor the project for changes and adjust plans as necessary to manage risks effectively.

Salesforce Project Management Best Practices

Salesforce Trailhead: Risk Management in Project Management

Answer : D

If the Check/Reference Number field is not visible in the report builder, the consultant should check if there is a custom field named 'Check/Reference Number' on the Payments object. Here's how to proceed:

Verify Custom Fields on Payments Object:

Navigate to Setup.

In the Object Manager, select 'Payment'.

Click on 'Fields & Relationships'.

Look for a custom field named 'Check/Reference Number'.

Ensure Field is Included in Report Type:

Go to the Report Builder.

Verify that the report type being used includes the Payments object.

If the report type does not include Payments, create or use a report type that does.

Add Field to Report Layout:

In the Report Builder, ensure the 'Check/Reference Number' field is added to the report layout.

Drag and drop the field into the columns of your report.

By ensuring that the custom field is present on the Payments object and included in the report type, the development associate can successfully add the Check/Reference Number to their report.

Salesforce Documentation: Custom Fields

Salesforce Trailhead: Create Reports with the Report Builder