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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. A nonprofit wants to predict the likelihood of a contact recurring donor.
What should the consultant recommend to meet

A) Create a Customizable Rollup Field for number
B) Implement NPSP Enhanced Recurring Donations
C) Implement Einstein for Nonprofits
D) Create NPSP Levels for number of donations

2. A user creating Opportunities Wants information to appear on both the Opportunity record and the Payment record without having to enter it twice.
Which two steps should the consultant take to meet this requirement?
Choose 2 answers

A) Create lookup fields on the Payment object.
B) Create custom fields on the Payment object.
C) Create custom automation on the Payment object.
D) Create Payment Mappings in NPSP Settings.

3. A development director needs to understand which organizations have given to the nonprofit in some year prior to the current, but have not contributed to the nonprofit in the current year. How should the consultant accomplish this task?

A) Customize the date range on the NPSP SYBUNT report for Accounts
B) Create an Opportunity report that compares Contact donations from the previous fiscal year to the current
C) Customize the date range on the NPSP SYBUNT report for Contacts
D) Customize the date range on the NPSP LYBUNT report for Accounts

4. A nonprofit wants to send monthly project updates to donors who have given 10 or more times. The nonprofit wants to add new donors who meet this criteria to the newsletter campaign.
How should a consultant ensure the campaign stays current?

A) 1. Create a Report of Opportunities, grouped by Primary Contact, and add a filter to exclude donors who fail to meet the
B) 1. Create a Contact report and filter by Total Number of Gifts.
C) 1. Create a list view of Opportunities and filter the list by Total Number of Gifts. 2. Run the list view each month and click the Add to Campaign button.
D) 1. Add standard roll-up fields to the Contact record to calculate total number of gifts.

5. A nonprofit organization created a custom Opportunity name for all organization donations.
Which two considerations should the consultant discuss with the organization? Choose 2 answers

A) The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action.
B) The organization should change existing Opportunities to the new naming convention through an upsert.
C) The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.
D) The custom naming convention only applies to new Opportunities of matching record types; it is not retroactive.

Solutions: