Salesforce Certified Nonprofit Cloud Consultant (NP-Con-102) Exam Questions Instant Access

Question 1

A nonprofit organization has white papers, case studies, and impact reports on its website. The organization wants to track website visitors who download those assets. Once tracked, the organization wants to pursue the visitor as a constituent. Which solution should be considered?

ACampaigns

BCommunity Cloud

CPardot

DSalesforce DMP

Answer : C

To track website visitors who download white papers, case studies, and impact reports, and subsequently pursue them as constituents, Pardot is the recommended solution. Pardot provides robust marketing automation features that can effectively manage and nurture leads. Here's how to set it up:

Install Pardot:

Purchase Pardot and install it in your Salesforce org.

Configure Pardot Tracking:

Add Pardot tracking code to your website.

This code will track visitor behavior, including downloads of white papers, case studies, and impact reports.

Create Pardot Forms and Landing Pages:

Use Pardot to create forms and landing pages for visitors to fill out before they can download the assets.

These forms will capture visitor information and automatically create a prospect in Pardot.

Set Up Automation Rules:

Create automation rules in Pardot to add prospects to specific lists based on their behavior.

For example, create a rule to add a prospect to a 'White Paper Download' list if they download a white paper.

Sync Pardot with Salesforce:

Ensure that Pardot is integrated with Salesforce to sync prospects as leads or contacts.

Use Salesforce campaigns to track these leads and monitor their progress.

Nurture Leads:

Use Pardot's email marketing and nurturing capabilities to engage with these leads.

Track their interactions and score them based on their engagement to prioritize follow-ups.

By using Pardot, the nonprofit can efficiently track and engage website visitors, converting them into valuable constituents.

Salesforce Pardot Documentation: Pardot Tracking Code

Salesforce Trailhead: Marketing Automation with Pardot

Question 2

A nonprofit organization has been informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists. Which action should the nonprofit organization take on the donor's contact record?

ASelect the Deceased field

BDelete the values in the phone and email fields

CSelect the Do Not Email, Do Not Contact, and Email Opt Out fields

DDelete the Contact record

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

Question 3

A nonprofit has significant staff turnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit.

How should the consultant meet the requirement?

ARun and view the Setup Audit Trail.

BComplete all field descriptions.

CRun the Schema Builder.

DCreate a field history report.

Answer : B

https://trailhead.salesforce.com/content/learn/modules/data_modeling/schema_builder

To ensure that new system admins understand the purpose of Salesforce field customizations, the following steps should be taken:

Complete All Field Descriptions:

For every custom field created in Salesforce, ensure that the 'Description' field is filled out comprehensively.

Go to Salesforce Setup.

Navigate to the Object Manager and select the object that has custom fields.

For each custom field, click on 'Edit' and provide a detailed description that explains the field's purpose, usage, and any important notes regarding its functionality.

Save the changes.

Document Customizations:

Maintain comprehensive documentation of all custom fields, including their descriptions, data types, and any validation rules associated with them.

Use a shared document or a dedicated Salesforce documentation tool to keep this information accessible and up-to-date.

Training and Onboarding:

Create a training module or onboarding program for new system admins that includes an overview of key customizations.

Use Trailhead modules to supplement learning about field management and customization best practices.

Utilize Salesforce Resources:

Encourage new admins to use Salesforce's Schema Builder to get a visual overview of the data model, which can help them understand how different fields and objects are interconnected.

Leverage the Setup Audit Trail to review any changes made to field customizations and understand their history.

By ensuring that all field descriptions are complete and providing thorough documentation, new system admins will have a clear understanding of the customizations, helping them manage and maintain the Salesforce instance more effectively.

Salesforce documentation on field customization and descriptions

CertGod Nonprofit Cloud Consultant guide

Question 4

A nonprofit organization using NPSP does a lot of mailings and wants to ensure states and countries are entered accurately into Salesforce. The nonprofit has heard about State and Country Picklists and asked its consultant about enabling them. What are two considerations the consultant should raise about enabling State and Country Picklists and asked its consultant about enabling them. What are two considerations the consultant should raise about enabling State and Country Picklists for NPSP?

ANPSP Data Import object doesn't support State and Country abbreviations in picklist form

BThe Individual ('Bucket') account model does not support State and Country Picklists

CPredefined State and Country abbreviations on Address records must be used

DState and Country Picklist values can only be configured on the Address object

Answer : A, C

Enabling State and Country Picklists in Salesforce can improve data consistency and accuracy for address fields. However, there are specific considerations when using them with NPSP:

NPSP Data Import Object Doesn't Support State and Country Abbreviations in Picklist Form:

The NPSP Data Import object does not natively support state and country abbreviations in picklist form. This means that data imports using this object will require additional handling to map state and country values correctly.

Predefined State and Country Abbreviations on Address Records Must Be Used:

When using State and Country Picklists, predefined state and country abbreviations must be used. This ensures consistency and compatibility with Salesforce's standard address fields.

If your current data uses different formats (e.g., full names or alternative abbreviations), you will need to standardize these before importing or entering data.

Consideration for Existing Data:

If enabling State and Country Picklists for the first time, review and clean existing data to match the picklist values.

Use data tools to update existing records with the correct state and country abbreviations to ensure smooth transition and consistency.

By understanding these considerations and preparing your data accordingly, you can successfully implement State and Country Picklists in NPSP.

'State and Country/Territory Picklists Overview' from Salesforce Help: State and Country Picklists

'Managing Addresses in NPSP' from Salesforce Help: NPSP Address Management

Question 5

Which resource should the consultant recommend to a non-profit organization to suggest new features in NPSP?

APower of Us Hub

BSalesforce Help

CSalesforce AppExchange

DTrailblazer Community

Answer : A

For suggesting new features in NPSP, the recommended resource is:

Power of Us Hub: This is a community platform specifically for Salesforce.org customers. It includes forums, idea exchanges, and collaboration spaces where nonprofit users can suggest and discuss new features for NPSP.

The Power of Us Hub is the central place for engaging with the Salesforce nonprofit community and influencing future product development.

Power of Us Hub

Salesforce Trailhead: Engaging with the Salesforce Nonprofit Community

Question 6

During requirements gathering with a nonprofit, the consultant discovers that the customer only works with individual contributors and volunteers (not companies or organizations). The consultant considers using Person Accounts with NPSP so that the customer can track its individual's as accounts. What is the best practice regarding Person Accounts?

APerson Accounts should be tested in NPSP, and can be turned off if it does not work as intended

BEnsure the Person Account record type is selected as the Household record type in NPSP Settings

CEnsure that the Person Account record type is set as the default record type for the profile of the user who is converting the lead if the customer is planning to do lead conversion

DPerson Accounts were not designed to work with NPSP, and is not supported for use with NPSP

Answer : D

Person Accounts were not designed to work with the Nonprofit Success Pack (NPSP) and are not supported for use with NPSP. The best practice is to avoid using Person Accounts in NPSP. Here's why:

Incompatibility with NPSP Features:

NPSP is designed to use the Household Account model to manage individual donors and contacts.

Person Accounts can conflict with NPSP's data model and features, such as customizable rollups and relationship management.

Limited Support:

Salesforce and the NPSP community provide limited support for Person Accounts within the NPSP context.

Using Person Accounts may result in difficulties obtaining support and resolving issues that arise.

Best Practices for Nonprofits:

Nonprofits are encouraged to use the Household Account model to track individual contributors and volunteers.

This model offers better integration with NPSP's built-in functionalities, such as donation tracking, engagement plans, and reporting.

Data Model Alignment:

Aligning with the Household Account model ensures data consistency and full utilization of NPSP features.

It simplifies data management and reporting by adhering to the NPSP's standardized structure.

Salesforce NPSP Documentation: Account Models

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Basics

Question 7

A nonprofit organization wants to record the most recent Opportunity close date on Contact records. The nonprofit organization expects the field on the Contact to be overwritten every time a new Opportunity meets the criteri

a. Which feature should the consultant use to meet this requirement?

AAppExchange App

BFormula Field

CRoll-Up Summary Field

DNPSP Customizable Rollups

Answer : D

To record the most recent Opportunity close date on Contact records and ensure the field is overwritten every time a new Opportunity meets the criteria, use NPSP Customizable Rollups:

NPSP Customizable Rollups: This feature allows users to define rollup fields that aggregate data from related objects (e.g., Opportunities) to a parent object (e.g., Contacts).

Most Recent Opportunity Close Date: Configure a rollup summary to track the most recent close date. This ensures the field on the Contact record is updated whenever a new Opportunity with a qualifying close date is added.

Using NPSP Customizable Rollups ensures the process is automated and tailored to nonprofit needs.

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Customizable Rollups in NPSP