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

Question 1

A consultant needs to set up a sandbox strategy for a nonprofit implementation project involving two major development initiatives. For which three purposes should separate sandboxes be used?

AQuality Assurance

BAnalytics

CField Tracking

DStaging

EDevelopment

Answer : A, D, E

When setting up a sandbox strategy for a nonprofit implementation project involving two major development initiatives, it is essential to use separate sandboxes for different purposes. The key purposes include Quality Assurance, Staging, and Development. Here's why:

Quality Assurance (QA):

QA sandboxes are used to test new features and functionalities to ensure they work as expected.

This environment helps identify and fix bugs before the changes are moved to production.

Staging:

A staging sandbox is a replica of the production environment.

It is used for final testing and validation of new features, configurations, and data migrations.

Ensures that everything works correctly in an environment that closely mimics production.

Development:

Development sandboxes are used by developers to build and test new features.

Each developer can have their own sandbox to avoid conflicts with others' work.

Using separate sandboxes for these purposes ensures a clear and organized development process, reduces the risk of conflicts, and helps maintain a stable production environment.

Salesforce Documentation: Sandbox Types and Templates

Salesforce Trailhead: Developing in Sandboxes

Question 2

The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total.

How can this be accomplished with NPSP using Account records for the grant making institution?

ACreate Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

BCreate Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.

CCreate Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.

DCreate Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

Answer : A

To track grant lifecycles using the Nonprofit Success Pack (NPSP), you can utilize a combination of Opportunities, Payments, Deliverables, and Activities. Here's how you can set this up:

Opportunities for Grants:

Create an Opportunity record for each grant.

Use custom fields or record types to distinguish grants from other types of Opportunities.

Payments:

Use the Payments object to track actual disbursements for each grant.

Associate Payments with the corresponding Opportunity.

Deliverables for Applications and Deadlines:

Create Deliverables (a custom object or use Tasks/Activities) to track grant applications and reporting deadlines.

Link Deliverables to the Opportunity record.

Activities for Action Assignments:

Use Tasks or Events to assign actions to staff members.

These activities can be associated with the Opportunity to keep everything organized.

By using these elements, you can have a comprehensive view of each grant's lifecycle, from application to final reporting, including all associated payments and staff actions.

'Grant Management in Salesforce' from Salesforce Help: Grant Management

'Using NPSP for Grant Management' from Salesforce.org: Grant Management with NPSP

Question 3

A nonprofit is rolling out a new implementation of Salesforce and NPSP containing custom code. The project go-live date is a few days before a Salesforce release. The project team has proposed developing in a sandbox on a preview instance to review new features and then deploy to production prior to the release date.

Which important consideration should the consultant discuss with the project team?

AThe API version in the preview sandbox differs from Production.

BA support case is required to request a preview sandbox.

CA preview sandbox has limited metadata storage.

DA preview sandbox is only available in the Unlimited Edition.

Answer : A

When rolling out a new implementation of Salesforce and NPSP containing custom code, especially near a Salesforce release date, it's critical to consider the following points about using a preview sandbox:

API Version Differences:

The API version in the preview sandbox may differ from the production instance. This difference can cause inconsistencies or issues when deploying code developed or tested in the preview environment to the production environment.

It's essential to test the compatibility of your custom code and integrations with the new API version in the preview sandbox to ensure they work seamlessly once the Salesforce release is live in production.

Project Planning:

Ensure that any development or testing done in the preview sandbox accounts for potential changes introduced by the new release. Plan for additional testing post-release to verify everything functions as expected.

Deployment Strategy:

Develop a clear deployment strategy that includes thorough testing and validation in both the preview sandbox and a post-release production environment.

Salesforce Release Notes

Salesforce Sandbox Preview Guide

Question 4

A nonprofit wants a report of all memberships that will expire in exactly 30 days.

How should a consultant filter a report on Membership End Date?

AMembership End Date is equal to NEXT 30 DAYS.

BMembership End Date is equal to or less than NEXT 30 DAYS.

CMembership End Date is equal to or greater than NEXT 30 DAYS.

DMembership End Date equals NEXT 30 DAYS and does not equal NEXT 29 DAYS.

Answer : D

To create a report of all memberships that will expire in exactly 30 days, the consultant should filter the report on Membership End Date using the condition 'Membership End Date equals NEXT 30 DAYS and does not equal NEXT 29 DAYS.' This ensures that the report includes only those memberships expiring exactly on the 30th day, excluding those that expire earlier or later.

Salesforce Reporting and Dashboards Guide

Salesforce Nonprofit Cloud Consultant Study Guide

Question 5

A nonprofit organization wants to add any donor who gives to its Capital Fund to the Capital Campaign. Which two steps should be taken to accomplish this?

APopulate the Primary Campaign Source field on the Opportunity record

BUpload a list of all donors as Campaign Members using the Data Import Wizard

CEnable the Automatic Campaign Member Management in NPSP settings

DCreate a trigger that automatically adds any donor as a Campaign Member

Answer : A, C

To automatically add donors to the Capital Campaign when they contribute to the Capital Fund, the following steps should be taken:

Populate the Primary Campaign Source Field:

The Primary Campaign Source field on the Opportunity record links the donation to a specific Campaign.

This ensures that donations are tracked under the correct Campaign and allows for accurate reporting and analysis.

Enable Automatic Campaign Member Management:

NPSP (Nonprofit Success Pack) provides a feature for automatic campaign member management.

This feature automatically adds donors to Campaigns based on their donations, streamlining the process and reducing manual work.

To enable this, navigate to NPSP Settings -> Donations -> Automatic Campaign Member Management and activate the feature.

Steps to Implement:

Step 1: Ensure that the Primary Campaign Source field is populated on the Opportunity record whenever a donation is made to the Capital Fund.

Step 2: Enable the Automatic Campaign Member Management feature in NPSP settings to automate the addition of Campaign Members.

Benefits:

Efficiency: Reduces the need for manual updates, saving time and effort.

Accuracy: Ensures that all relevant donations are correctly attributed to the appropriate Campaign, improving reporting and donor management.

CertGod Nonprofit Cloud Consultant study guide: 'Enable the Automatic Campaign Member Management in NPSP settings and populate the Primary Campaign Source field on the Opportunity record'22:8source.

Question 6

A nonprofit admin notices the nightly NPSP batch jobs are suddenly taking significantly longer to complete than they did a month earlier.

What are two factors the consultant should tell the system admin to consider?

Choose 2 answers

AA new standard roll-up summary field was added to an object.

BA new Process Builder process was activated.

CA new node tree was added to the role hierarchy.

DA new customizable rollup was added in NPSP Settings.

Answer : A, D

If the nightly NPSP batch jobs are taking significantly longer to complete, the system admin should consider the following factors:

A New Standard Roll-Up Summary Field Was Added to an Object:

Adding new roll-up summary fields can increase the processing time for batch jobs.

These fields require calculations that aggregate data, which can slow down batch processing, especially if they are based on high-volume objects.

A New Customizable Rollup Was Added in NPSP Settings:

Customizable rollups allow for complex aggregations and summaries across various objects.

Adding new rollups increases the processing workload for nightly batch jobs, leading to longer completion times.

Review and optimize the rollup settings to balance performance with data aggregation needs.

By considering these factors, the system admin can identify and address the root causes of increased batch job processing times.

Salesforce NPSP Documentation: Customizable Rollups

Salesforce Documentation: Roll-Up Summary Fields

Question 7

A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?

ADelete all fields labelled Deprecated.

BUpgrade the Recurring Donations package by itself.

CDelete the custom Households object.

DRun NPSP Health Check.

Answer : D

Before upgrading from version 2 to version 3 of NPSP, the consultant should:

Run NPSP Health Check: This tool identifies potential issues in the current NPSP configuration, including deprecated fields, custom objects, and other configurations that might cause problems during the upgrade.

Running NPSP Health Check ensures that the upgrade process goes smoothly by addressing any issues beforehand.

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Upgrading NPSP