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

2. A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments.
What should the consultant do to correctly match the Payments to the Opportunities?

A) Change the Opportunity record type to an excluded value.
B) Delete the automatically created payments.
C) Set the Stage field to "Closed Lost".
D) heck the Do Not Automatically Create Payment field.

3. A nonprofit on Unlimited Edition uses direct mail extensively as a fundraising channel. The nonprofit wants to automate the search for duplicate contact records.
What should the consultant recommend implementing?

A) Matching Rules
B) Scheduled Apex Jobs
C) Duplicate Rules
D) Duplicate Jobs

4. A nonprofit has a large volume of data across multiple objects in Salesforce and external databases. The nonprofit needs to quickly query data across its systems to get insights on any device about the impact it is having.
Which solution should the consultant recommend?

A) Salesforce Reports & Dashboards
B) Salesforce Connect
C) CRM Analytics
D) External Objects

5. During requirements gathering with a nonprofit, the consultant discovers that the customer only works with individual contributors and volunteers (not companies or organizations). The consultant considers using Person Accounts with NPSP so that the customer can track its individual's as accounts. What is the best practice regarding Person Accounts?

A) Ensure the Person Account record type is selected as the Household record type in NPSP Settings
B) Ensure that the Person Account record type is set as the default record type for the profile of the user who is converting the lead if the customer is planning to do lead conversion
C) Person Accounts were not designed to work with NPSP, and is not supported for use with NPSP
D) Person Accounts should be tested in NPSP, and can be turned off if it does not work as intended

Solutions: