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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. 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) Salesforce Engage
B) Pardot
C) Journeys
D) Send List Email

2. A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.
What should the consultant advise to capture this in Salesforce?

A) Create a Campaign for the funder and add all Opportunities including the original grant and any renewal grants to the Campaign.
B) Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the new grant and check the "Is Grant Renewal" field.
C) Create a child Opportunity for the renewal grant from the original grant using the Renewal Grant Opportunity record type.
D) Ensure that when naming the Opportunity for the renewal grant, "Renewal" is included in the name as well as the name of the funder.

3. A large non-profit organization needs to keep track of a vast network of donors in NPSP. The donors have their own complex relationships, where they may be related to many different Accounts. Which Salesforce object does Saleforce.org recommend using to address this complexity?

A) Relationships
B) Affiliations
C) Organization Accounts
D) Connections
E) Contact (associated to Multiple Accounts)

4. A large nonprofit is a social enterprise that functions like a for-profit corporation. The funding the nonprofit tracks in Salesforce only comes from corporations. The nonprofit needs to manage Leads and track its Opportunity pipeline.
Which account model should the consultant recommend'

A) Standard Account Model without NPSP
B) One-to-One Account Model in NPSP
C) Individual Account Model in N9SP
D) Person Account Model without NPSP

5. A nonprofit organization has a lot of donors who give recurring donations. Some donors like to have their recurring donations by three times per year. What should the consultant advise?

A) Change one of the values on the custom installment picklist to tri-yearly.
B) Tri-yearly is not available as an option in Recurring Donations so for those the nonprofit will need to use Opportunities with multiple payments.
C) Create a custom installment period in NPSP Settings, and then add the tri-yearly custom installment period to the custom installment picklist.
D) Use the tri-yearly installment period that comes by default with Recurring Donations.

Solutions: