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?
A. Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard
B. Create a joined report with Opportunities and Campaigns
C. Create a report type that includes Contacts such as the Opportunities with Contact Roles report type
D. Go to Setup and add the "Add to Campaign" button to the report type
A nonprofit organization wants to automate some of its routine activities.
Which declarative Salesforce solution is designed for process automation?
A. Einstein
B. Pardot
C. Lightning Flow
D. NPSP TDTM
A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anything related to the Person Account model. What should the consultant advise?
A. Export all Person Account data, then create a help ticket asking Salesforce to uninstall Person Accounts, then install NPSP and reimport the data
B. Install NPSP in its Salesforce org and set the account model to Household Accounts and the record type to Person Accounts
C. Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance
D. Extract the Person Account data, uninstall Person Accounts, install NPSP and reimport the data.
A consultant has is encountering an issue when configuring Nonprofit Cloud Case Management and wants to know if it is a documented issue. Where should the consultant look first to confirm if it is a known product issue?
A. Salesforce Trust Site
B. AppExchange
C. Trailblazer Community
D. Salesforce Help
A nonprofit stores a government-issued personal identification number on each constituent's Contact record in an encrypted field.
What should a consultant enable on a Permission Set to ensure the personal identification number is fully accessible by a subset of org users?
A. View All Data system permission
B. View Encrypted Data system permission
C. Manage Encryption Keys system permission
D. View All Contact object permission
A consultant is assisting a nonprofit in its data integration and mapping between two systems. The consultant is unsure when a particular field was added to NPSP. Where can the consultant find the NPSP version number for the field in question?
A. Schema Builder
B. NPSP package details
C. Custom field definition detail
D. NPSP Data Dictionary
A donor has committed to give a consistent amount every month. The nonprofit wants to update the schedule to reflect one-time adjustments to this amount. What should the consultant recommend to record the regular donations correctly7
A. Implement Enhanced Recurring Donations.
B. Create scheduled Payments.
C. Create a process using Process Builder.
D. Clone Opportunities with Payments.
A nonprofit using NPSP has just implemented the Program Management Module. The nonprofit wants to migrate its client and program data. Which two steps should the consultant use to import and deduplicate the data against existing records? Choose 2 answers
A. Upload the program data using the NfSP Data Importer.
B. Upload the client data using the Data Import Wizard.
C. Upload the client information using the NPSP Data Importer.
D. Upload the program data using the Data Import Wizard.
A nonprofit sends direct mail appeals via a third-party mail house. The nonprofit pulls a report from NPSP to send to the mail house with address information for each constituent who should receive an appeal. Some constituents prefer to receive mail at an address other than their primary household address.
How should a consultant access a list of those who do not reside at their household mailing address?
A. Create a custom report type for Addresses and a filter for Address Override = True.
B. Create a Contacts and Accounts report and add a filter for Address Override = True.
C. Create a Contacts and Accounts report and add a filter for Primary Address Type - Other.
D. Create a Campaign and run the Household Mailing List report.
A consultant is tasked with implementing NPSP for a UK-based nonprofit. One of their requirements is to localize the US-focused labels of some NPSP fields, such as replacing all references to Organization with Organisation. What should the consultant do to meet the requirement?
A. Create a support case to change the label.
B. Activate English (UK) In Language Settings.
C. Override the default English labels in Translation Workbench.
D. Reword the field label in Setup.