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

Question 1

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 2

The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation. The development director wants a report to show who the solicitor is for each donor.

Which report type does the system admin need to use to create the requested report?

AContacts with Relationships

BOpportunities with Contact Roles

COpportunities with Partial Soft Credits and Contacts

DAccounts with Contact Roles and Household

Answer : C

To create a report that shows who the solicitor is for each donor using automated soft credits, the system admin should use the 'Opportunities with Partial Soft Credits and Contacts' report type. This report type allows the inclusion of soft credits and the related contacts, making it possible to track the solicitor for each donation.

Steps to Create the Report:

Choose the Report Type:

Navigate to the Reports tab and click 'New Report.'

Select the 'Opportunities with Partial Soft Credits and Contacts' report type.

Customize the Report:

Add the necessary fields to display the solicitor, donor, and relevant opportunity information.

Use filters to refine the data as needed.

Save and Run the Report:

Save the report with an appropriate name and run it to view the results.

Salesforce Nonprofit Success Pack Documentation

Salesforce Trailhead: Create and Customize Reports

Question 3

A nonprofit needs a marketing automation tool. They want to segment and target supporters over time, based on the supporters' engagement and how they interact with the nonprofit's emails. The nonprofit needs to create emails using Lightning Email Templates.

Which marketing automation tool should a consultant recommend?

AList Emails

BSalesforce Flow

CEmail Studio

DPardot

Answer : D

https://www.salesforce.org/blog/how-nonprofits-can-use-pardot-for-moves-management/

To address the nonprofit's need for a marketing automation tool that allows for segmentation, targeting, and email creation using Lightning Email Templates:

Choose Pardot:

Pardot is Salesforce's marketing automation solution designed to handle sophisticated email marketing, segmentation, and engagement tracking.

Set Up Pardot:

Ensure Pardot is integrated with Salesforce.

Configure user permissions and roles in Pardot.

Connect Pardot to the Salesforce CRM to synchronize data between the two platforms.

Segment and Target Supporters:

Use Pardot's segmentation tools to create lists based on supporter engagement and interactions.

Set up dynamic lists that automatically update based on predefined criteria such as email opens, clicks, and website visits.

Create Emails with Lightning Email Templates:

Utilize Lightning Email Templates in Pardot to design and personalize emails.

Use drag-and-drop features to build responsive email templates without needing HTML knowledge.

Track Engagement:

Implement Pardot's engagement tracking to monitor how supporters interact with emails.

Use Pardot's scoring and grading system to prioritize leads based on their engagement and fit with your nonprofit's goals.

Analyze and Optimize:

Use Pardot's analytics and reporting tools to measure the effectiveness of your campaigns.

Continuously refine your segmentation and targeting strategies based on data insights to improve engagement and conversion rates.

By using Pardot, the nonprofit can effectively segment its audience, target them with personalized email campaigns, and track engagement over time, enhancing their overall marketing efforts.

Salesforce Pardot documentation on segmentation and email marketing

CertGod Nonprofit Cloud Consultant guide

Question 4

A consultant is importing a number of new individual gifts from a recent fundraising event for a non-profit that is using NPSP. It is very important that donors receive credit for these new donations. Where is the automatic Opportunity Contact Role hard credit value configured for this scenario?

AOpportunity Settings

BAffiliation record

CNPSP Settings

DRelationship record

Answer : C

To ensure that donors receive credit for new donations, the automatic Opportunity Contact Role hard credit value should be configured in NPSP Settings. Here's how to do it:

Navigate to NPSP Settings:

Go to the App Launcher and search for 'NPSP Settings'.

Access Donations Settings:

Under NPSP Settings, select 'Donations'.

Click on 'Opportunity Contact Roles'.

Configure Default Contact Role:

Set the default Contact Role for Opportunities to ensure that the primary donor is automatically assigned the correct role.

This role typically is 'Primary Donor' or 'Donor'.

Verify and Save:

Ensure that the configuration is correct and save the changes.

This setup ensures that when new donations are imported or entered, the primary donor receives the appropriate hard credit automatically, maintaining accurate donor credit records.

Salesforce NPSP Documentation: Opportunity Contact Roles

Salesforce Trailhead: Manage Donations in NPSP

Question 5

A nonprofit organization wants the 15th of the month listed as the Close Date for all recurring donations and has selected the 15th in the Day of the Month picklist. In reviewing Recurring Donation Opportunities it is found that some of the Opportunities have close dates at the end of the month.

Which action should the consultant take to troubleshoot this issue?

ACheck the Recurring Donation batch size.

BCheck the Error Log.

CCheck if the 'Always use last day of the month' field is selected.

DCheck if the Custom Installment record was modified

Answer : C

When troubleshooting the issue of Recurring Donation Opportunities having close dates at the end of the month instead of the 15th, the consultant should check if the 'Always use last day of the month' field is selected. This field setting overrides other close date settings and defaults the close date to the last day of the month.

Navigate to NPSP Settings: Go to the App Launcher, search for 'NPSP Settings', and select it.

Find Recurring Donations Settings:

In NPSP Settings, expand the 'Donations' section.

Click on 'Recurring Donations'.

Check the 'Always use last day of the month' Field:

Locate the 'Always use last day of the month' setting.

Verify whether this checkbox is selected.

If selected, uncheck this option if you want the close date to follow the Day of the Month picklist value.

Save the Settings: Save any changes made and verify that new Recurring Donations reflect the correct close date.

By ensuring this field is not selected, the system will correctly use the 15th of the month as specified in the Day of the Month picklist.

Question 6

How can a gift officer determine if an acknowledgment letter was sent for a donation?

ACheck the Status picklist value on the Task object.

BCheck if the Campaign Member status is set to 'Acknowledged'.

CCheck the Acknowledgement Status picklist value on the Opportunity object.

DCheck the Acknowledgement Status picklist value on the Contact object.

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

Question 7

A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available. The gift officer wants to add donors to a Campaign from a report. What should the consultant recommend?

AExport the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard

BCreate a joined report with Opportunities and Campaigns

CCreate a report type that includes Contacts such as the Opportunities with Contact Roles report type

DGo to Setup and add the 'Add to Campaign' button to the report type

Answer : C

To add donors to a Campaign from an Opportunities report, the report must include Contact records. The correct approach is to create a report type that includes Contacts, such as the Opportunities with Contact Roles report type.

Creating the Report:

Navigate to the Reports tab and click 'New Report.'

Select the 'Opportunities with Contact Roles' report type. This report type includes both Opportunity and Contact records.

Configuring the Report:

Add the necessary filters to include the desired Opportunities and their related Contacts.

Customize the report to display relevant fields, such as Contact Name and Opportunity Amount.

Adding to Campaign:

Once the report is configured and run, select the Contacts you want to add to the Campaign.

Use the 'Add to Campaign' button available in the report to add these Contacts as Campaign Members.

Benefits of This Approach:

Ensures that the Campaign Members are correctly linked to the Opportunity records.

Streamlines the process of managing Campaigns and associated donor information.

Additional Steps:

Ensure that the 'Add to Campaign' button is enabled for the report type in Setup if it is not already visible.

CertGod Nonprofit Cloud Consultant study guide: 'Create a report type that includes Contacts such as the Opportunities with Contact Roles report type'.

Topic 2, Exam Pool B