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Nonprofit-Cloud-Consultant Dump - Study Guide Nonprofit-Cloud-Consultant Pdf

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q122-Q127):

NEW QUESTION # 122
A consultant is installing NPSP in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature in NPSP. Which action should a consultant take?

A. Create a Membership Affiliation record type.
B. Add a value in the Type field on Opportunity for Membership.
C. Create a Membership Opportunity record type.
D. Add a checkbox field on the Opportunity called "Membership".

Answer: C

NEW QUESTION # 123
i. A Salesforce admin changes an Engagement Plan Template as requested by the development team. The development manager expects to see the changes reflected on an existing Engagement Plan using that Template on a campaign.
Why is the development manager unable to see the Template changes?

A. Engagement Plan Template changes need to propagate through the platform.
B. Engagement Plan Template changes must be accepted by the user on the Template detail record first.
C. Changes to Engagement Plan Templates only affect new Engagement Plans.
D. The development manager requires additional permissions for the new Engagement Plan Template changes.

Answer: C

Explanation:
Changes to Engagement Plan Templates in Salesforce only affect newly created Engagement Plans. Here's why:
* Template Changes Application:
* When an Engagement Plan Template is modified, the changes are not retroactively applied to existing Engagement Plans. Only new plans created after the modification will reflect the changes.
* Create New Engagement Plans:
* For the development manager to see the changes, new Engagement Plans need to be created using the updated template. Existing plans will retain the configuration they had at the time of creation.
* Communicate Changes:
* Inform relevant stakeholders about this behavior to manage expectations and plan accordingly.
Consider cloning existing Engagement Plans if updates are necessary, applying the new template configurations.
* Review Documentation:
* Refer to Salesforce documentation on Engagement Plans for detailed information on how templates and plan instances work.
References:
Salesforce Engagement Plan Documentation
Salesforce Nonprofit Success Pack (NPSP) Resources
Salesforce Trailhead: Configure Nonprofit Success Pack Engagement Plans

NEW QUESTION # 124
A nonprofit organization wants a report that compares giving at a consistent point in time from year to year.
Now should the consultant set this up?

A. Run the NPSP Account SYBUNT and Contact SYBUNT reports.
B. Create a joined report showing the two years side by side.
C. Set up a Reporting Snapshot on Opportunities.
D. Create a matrix report bucketing the dates you wish to compare.

Answer: C

Explanation:
To compare giving at consistent points in time from year to year, the best solution is to set up a Reporting Snapshot on Opportunities. A Reporting Snapshot allows you to capture data at specific points in time and then compare it across different periods. Here are the steps to set this up:
Create the Report:
Create a report on Opportunities that includes the relevant data you want to capture (e.g., donation amounts, dates).
Ensure the report filters are set to capture data for the specific time frames you are interested in.
Create a Custom Object:
Create a custom object to store the snapshot data.
Add fields to this custom object that correspond to the fields in your report.
Set Up the Reporting Snapshot:
Navigate to Setup.
In the Quick Find box, type "Reporting Snapshots" and select "Reporting Snapshots".
Click "New Reporting Snapshot".
Name the snapshot and select the source report you created.
Select the target object (the custom object you created).
Map the fields from the report to the fields in the custom object.
Schedule the Reporting Snapshot:
Set up a schedule for when the snapshot should run (e.g., daily, weekly, monthly).
Save and activate the schedule.
By capturing the data at regular intervals, you can generate historical reports that compare giving over different years at consistent points in time.
Reference:
"Set Up Reporting Snapshots" from Salesforce Help: Reporting Snapshots
"Salesforce Reporting Snapshots for Nonprofits" from Salesforce.org: Salesforce.org Guide

NEW QUESTION # 125
A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?

A. Check a custom field, "Check/Reference Number" on Opportunity
B. Check if the report type includes Opportunities.
C. Check a custom field, "Check/Reference Number" on Payments
D. Check if the report type includes Payments

Answer: C

Explanation:
If the Check/Reference Number field is not visible in the report builder, the consultant should check if there is a custom field named "Check/Reference Number" on the Payments object. Here's how to proceed:
Verify Custom Fields on Payments Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Look for a custom field named "Check/Reference Number".
Ensure Field is Included in Report Type:
Go to the Report Builder.
Verify that the report type being used includes the Payments object.
If the report type does not include Payments, create or use a report type that does.
Add Field to Report Layout:
In the Report Builder, ensure the "Check/Reference Number" field is added to the report layout.
Drag and drop the field into the columns of your report.
By ensuring that the custom field is present on the Payments object and included in the report type, the development associate can successfully add the Check/Reference Number to their report.
Reference:
Salesforce Documentation: Custom Fields
Salesforce Trailhead: Create Reports with the Report Builder

NEW QUESTION # 126
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. Use the tri-yearly installment period that comes by default with Recurring Donations.
B. Change one of the values on the custom installment picklist to tri-yearly.
C. Create a custom installment period in NPSP Settings, and then add the tri-yearly custom installment period to the custom installment picklist.
D. Tri-yearly is not available as an option in Recurring Donations so for those the nonprofit will need to use Opportunities with multiple payments.

Answer: C

NEW QUESTION # 127
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