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

Question 1

A consultant is installing NPSP in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature in NPSP. Which action should a consultant take?

ACreate a Membership Opportunity record type.

BAdd a value in the Type field on Opportunity for Membership.

CCreate a Membership Affiliation record type.

DAdd a checkbox field on the Opportunity called 'Membership'.

Answer : A

When installing NPSP (Nonprofit Success Pack) in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature, the consultant should create a Membership Opportunity record type. This step is crucial because it allows the organization to effectively track and manage membership-related opportunities distinctly from other types of opportunities.

Steps:

Navigate to Object Manager: Go to Setup and search for 'Object Manager'.

Select Opportunity Object: From the Object Manager, select the Opportunity object.

Create a New Record Type:

Click 'Record Types' under the Opportunity object.

Click 'New' to create a new record type.

Enter 'Membership' as the Record Type Label.

Provide a description such as 'Record type for tracking membership opportunities'.

Select the existing record type to clone from (e.g., 'Master').

Assign this record type to appropriate profiles.

Click 'Save'.

Customize Page Layouts: Assign and customize page layouts for the new Membership record type as needed.

Verify and Test: Ensure that the Membership record type is correctly set up by creating a test membership opportunity.

CertGod Nonprofit Cloud Consultant Guide

Question 2

A nonprofit wants to track various funds in Salesforce to report on its restricted donations. Which NPSP feature should the consultant recommend?

ALevels

BEngagement Plans

CGeneral Accounting Units

DCustomizable Rollups

Answer : C

To track various funds and report on restricted donations, General Accounting Units (GAUs) in NPSP should be used. Here's a step-by-step guide:

Set Up General Accounting Units (GAUs):

Navigate to the App Launcher and search for 'General Accounting Units'.

Create GAUs:

Create new GAU records for each fund you need to track.

Provide names and descriptions that clearly identify each fund.

Link GAUs to Donations:

When creating or updating an Opportunity (donation), scroll to the GAU Allocations section.

Allocate the donation amount to the relevant GAU(s). This ensures that each donation is correctly attributed to the specific fund.

Run Reports on GAU Allocations:

Create reports that include GAU Allocation data to see how funds are being utilized and to ensure that restricted donations are tracked correctly.

Automate Allocations (Optional):

Use NPSP settings to define default GAU allocations for specific types of donations to automate this process.

By using GAUs, the nonprofit can effectively manage and report on restricted funds, ensuring compliance and transparency.

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Overview

Question 3

A consultant has installed NPSP and is setting up Relationships using List Settings. The nonprofit wants the reciprocal relationship to be selected automatically based on gender.

On which object should the consultant create the custom "Gender" field?

AAffiliation

BRelationship

CContact

DAccount

Answer : C

When setting up Relationships in NPSP and configuring reciprocal relationships based on gender, the custom 'Gender' field should be created on the Contact object. Here's why:

Contact Object:

The Contact object is where individual data, including personal attributes such as gender, is stored.

Relationships in NPSP are primarily based on Contact records, and having the 'Gender' field on the Contact object allows the system to use this information to determine the appropriate reciprocal relationship.

Automatic Reciprocal Relationships:

NPSP can be configured to automatically select reciprocal relationships based on specified criteria, such as the gender of the contacts involved.

By storing gender information on the Contact object, the system can easily access this data to apply the correct reciprocal relationship automatically.

Salesforce NPSP Documentation on Relationships

Salesforce Nonprofit Success Pack Custom Fields Guide

Question 4

An international nonprofit organization works across six different countries in Europe and Afric

a. The organization relies heavily on volunteers in each country to support its work and wants volunteers to be able to sign up for volunteer jobs on its website.

What is a consideration when setting up Volunteers for Salesforce given this context?

ASet up a different Site in Volunteers for Salesforce for each country and set the time zone for the Site to the local time zone so all events will appear as the correct time for the time zone.

BAdd text to the Volunteers for Salesforce website informing all volunteers that all time for volunteer jobs and shifts is shown in the time zone of the headquarters and they need to convert the time to their local time zone.

CRemove the Start Time and End Time fields from the website template and put the times in the description in the local time zone.

DSet the Volunteer Job's Website Time Zone field value to the time zone in which the job will take place when creating Volunteer Jobs.

Answer : D

When setting up Volunteers for Salesforce in an international context, it's important to ensure that volunteer jobs and shifts reflect the local time zones accurately. Here's how to configure this:

Navigate to Volunteers for Salesforce Settings:

Go to Setup.

Type 'Volunteers for Salesforce' in the Quick Find box and select it.

Configure Volunteer Jobs:

Create Volunteer Jobs for each country.

For each job, set the 'Website Time Zone' field to the local time zone where the job will take place.

Adjust Volunteer Shift Times:

When creating volunteer shifts, ensure the start and end times are set according to the local time zone.

Update Website Information:

Inform volunteers about the time zone settings on the volunteer signup pages if necessary.

'Volunteers for Salesforce Setup Guide' from Salesforce Help: Volunteers for Salesforce

'Managing Volunteer Shifts and Jobs' from Salesforce.org: Volunteer Management

Question 5

A Household Account has Contacts with Affiliations, Relationships, and Closed/Won donations associated with it.

What is the outcome when a system admin attempts to delete this Household Account record?

ASince Closed/Won donations are associated with the Account record, an error message displays.

BThe Household Account record and its standard related records are deleted.

CSince Affiliations and Relationships are associated with the Contacts in this Account, an error message displays.

DThe Household Account record and its standard related records remain.

Answer : A

When a system admin attempts to delete a Household Account record that has Contacts with Affiliations, Relationships, and Closed/Won donations associated with it, Salesforce will prevent the deletion and display an error message. Here's why:

Closed/Won Donations:

Salesforce prevents the deletion of records that have important related records, such as Closed/Won donations, to maintain data integrity.

Closed/Won Opportunities represent actual donations that are crucial for reporting and financial tracking. Deleting the associated Household Account would disrupt this data integrity.

Error Message:

Salesforce will display an error message indicating that the record cannot be deleted because of its associated Closed/Won donations. This safeguard ensures that critical financial data is preserved.

Salesforce Documentation on Record Deletion and Related Records

Salesforce NPSP Data Integrity and Protection Guide

Question 6

A nonprofit is looking for an integrated tool that manages more than one channel for personalized journeys, triggers messages automatically to create stronger relationships, and links communications to donations it has received.

Which solution should the consultant recommend?

APSP and Experience Cloud

BNPSP and Pardot

CNPSP and Marketing Cloud

DNPSP and Social Studio

Answer : C

https://www.salesforce.com/products/marketing-cloud/faq/

For managing multiple communication channels, creating personalized journeys, automating message triggers, and linking communications to donations, the combination of NPSP and Marketing Cloud is the best solution. Marketing Cloud offers robust capabilities for email marketing, social media, mobile messaging, and more, integrated with Salesforce for a unified view of constituent interactions.

Steps:

Implement NPSP to manage donor and constituent information within Salesforce.

Set up Marketing Cloud and connect it to Salesforce using the Marketing Cloud Connect integration.

Configure Marketing Cloud to create personalized journeys for constituents based on their interactions and engagement history.

Use Marketing Cloud's automation features to trigger messages and manage multi-channel communications.

Link communication activities in Marketing Cloud to donation records in NPSP to track the impact of marketing efforts on fundraising outcomes.

CertGod Nonprofit Cloud Consultant Guide: Recommends using Marketing Cloud for advanced marketing automation and multi-channel communications.

Salesforce Documentation on Marketing Cloud and NPSP Integration: Details on setting up and leveraging Marketing Cloud for nonprofits.

Question 7

A volunteer manager at a nonprofit wants to search for volunteers with landscaping skills who are available at a given time and add them to a shift. The nonprofit is using Volunteers for Salesforce.

What should the consultant advise to meet this requirement?

ACreate a list view on Contacts showing Volunteer Skills and Volunteer Availability. Add a filter for landscaping skills and sort the
list to find volunteers who are available at the given time.

BClick the the Volunteers Wizard and enter landscaping skills in the search box. Click search and filter the results by entering the desired Volunteer Availability. Select an available volunteer.

CClick the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the desired values. Click search and select an available volunteer.

DCreate a report with the report type of Contacts with Volunteer Hours and Volunteer Jobs. Filter the Jobs by landscaping and
Volunteer Availability for the given time. Select an available volunteer.

Answer : C

To search for volunteers with specific skills and availability using Volunteers for Salesforce:

Use the Find Volunteers Tab:

Navigate to the Volunteers for Salesforce application within Salesforce.

Click on the 'Find Volunteers' tab.

Fill in the Volunteer Criteria:

In the search form, enter the desired values for Volunteer Status, Volunteer Availability, and Volunteer Skills.

For this scenario, enter 'Landscaping' in the Volunteer Skills field and specify the desired availability timeframe in the Volunteer Availability field.

Execute the Search:

Click on the 'Search' button to find volunteers that match the specified criteria.

Select Volunteers:

Review the list of volunteers returned by the search.

Select the volunteers that are available at the given time and have the required landscaping skills.

This method ensures that the volunteer manager can efficiently find and assign volunteers to shifts based on their skills and availability.

Volunteers for Salesforce documentation on finding and managing volunteers

CertGod Nonprofit Cloud Consultant guide