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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. An annual fund coordinator wants to create a report that identifies which Individual donors have yet to make a gift toward the Annual Fund Campaign this year. It is important that the annual giving coordinator avoids soliciting any individuals who are attending an upcoming gal a. The nonprofit uses Campaigns to track event attendance.
What should a consultant add to the report to exclude gala attendees?

A) Summary formula
B) Filter logic
C) Bucket field
D) Cross filter

2. 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?

A) Check if the Custom Installment record was modified
B) Check the Error Log.
C) Check if the "Always use last day of the month" field is selected.
D) Check the Recurring Donation batch size.

3. 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) Create a joined report with Opportunities and Campaigns
B) Create a report type that includes Contacts such as the Opportunities with Contact Roles report type
C) Go to Setup and add the "Add to Campaign" button to the report type
D) Export the Opportunity report results and import the list of donors as Campaign Members using the Data Import Wizard

4. How should a consultant install NPSP in an existing Salesforce org?

A) Install from the NPSP Installer page.
B) Install each NPSP component from the AppExchange.
C) Install each NPSP component from the Trailblazer Community.
D) Install using the NPSP Conversion Utility tool.

5. A nonprofit wants to send an event cancellation notice to 150 Salesforce contacts without a separate email service provider. It wants to manage bounces, resend the notice as needed, and view the send history on the Contact record.
Which option should a consultant recommend to meet the requirements?

A) Pardot
B) Journeys
C) Salesforce Engage
D) Send List Email

Solutions: