Salesforce-Nonprofit-Success-Pack-Consultant Practice Test
Updated On 1-Jan-2026
269 Questions
A nonprofit needs more insight into why some corporate sponsorships are closing and why others are lost. They want to evaluate information including pipeline value, number of opportunities. Pardot score, win/lost percentage, stage value, and a table of opportunities. The system admin wants to deploy a solution quickly.
Which solution should a consultant recommend?
A. B28 Marketing Analytics
B. NPSP Advanced Mapping
C. Salesforce Reports
D. Insights Platform Data Integrity
Explanation:
The nonprofit needs quick, actionable insights into their corporate sponsorship pipeline with specific metrics (pipeline value, win/loss %, stage value, etc.). They want a solution that can be deployed quickly without complex implementation. Salesforce Reports are the native, out-of-the-box tool for this exact purpose. They can be created immediately, provide dashboards, and can incorporate data from Pardot (via connected campaigns or custom fields) and standard Opportunity fields.
Correct Option:
C. Salesforce Reports
Salesforce Reports can quickly generate pipeline reports, funnel charts, and summary tables using standard Opportunity fields (Amount, Stage, Close Date) and custom fields (like Pardot Score). Dashboards can be built to show win/loss percentages, stage value, and a list of opportunities. This is the fastest, most direct solution.
Incorrect Options:
A. B2B Marketing Analytics (or B2B Marketing Analytics)
B2B Marketing Analytics (part of Tableau CRM) is a powerful pre-built analytics app for marketing and sales insights. However, it is not a "quick deploy" solution; it requires setup, data configuration, and potentially additional licenses. It's overkill for the stated need when standard reports suffice.
B. NPSP Advanced Mapping
Advanced Mapping is a feature of the NPSP Data Import tool used for mapping CSV columns to Salesforce fields during data migration. It is completely unrelated to pipeline analytics and reporting.
D. Insights Platform Data Integrity
This is not a standard Salesforce product or feature name. It sounds like a distractor. "Data Integrity" tools might refer to Data.com Clean or duplicate management, which are for data quality, not pipeline analytics.
Reference:
Salesforce Reports and Dashboards documentation. For quick insights into sales pipeline and performance using existing Salesforce data, standard reports and dashboards are always the first recommended solution due to their immediacy, flexibility, and no additional cost.
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. Duplicate Rules
C. Scheduled Apex Jobs
D. Duplicate Jobs
Explanation:
The nonprofit wants to automate the search for duplicate contact records, specifically within the context of a direct mail fundraising channel. This indicates a need for proactive, ongoing duplicate detection, not just blocking duplicates at the point of entry. In Salesforce, Matching Rules define the criteria for identifying potential duplicates, and they are used by Duplicate Rules to either report on or block duplicates. To automate the search (i.e., regularly scan and report), you need Matching Rules combined with Duplicate Rules set to "Allow" and potentially scheduled jobs.
Correct Option:
A. Matching Rules
Matching Rules are the foundation. They define the field comparisons and logic (e.g., "First Name, Last Name, and Postal Code match") used to identify duplicate records. Without a Matching Rule, you cannot have a Duplicate Rule. The consultant must first create or confirm the appropriate Matching Rule for contact deduplication.
Incorrect Options:
B. Duplicate Rules
Duplicate Rules control the action when a match is found (e.g., "Block" or "Allow" the save, and "Report"). While essential for the overall solution, the question asks for what to implement to "automate the search." The search logic itself is defined by the Matching Rule. Duplicate Rules use Matching Rules to perform the search.
C. Scheduled Apex Jobs
While you could write Scheduled Apex to scan for duplicates, this is a custom, programmatic solution and is unnecessary. Salesforce provides declarative Duplicate and Matching Rules that can be configured to run on record creation/edit and can also be used in batch processes or reports to find existing duplicates.
D. Duplicate Jobs
There is no standard Salesforce feature called "Duplicate Jobs." You can run reports based on Duplicate Rules or use Data.com Duplicate Management to find duplicates, but this is not a specific, named "Job" object.
Reference:
Salesforce Help: "Duplicate Management" and "Matching Rules." To automate duplicate search, you configure:
Matching Rules (define the search criteria).
Duplicate Rules (set to "Allow" to not block saves, and use in duplicate reports).
For ongoing detection in direct mail, the consultant would ensure the correct Matching Rule exists and is used in a Duplicate Rule that allows saves but logs them for review (e.g., via the "Duplicate Record Sets" object).
A consultant is setting up several integrations for a nonprofit. What strategy could the consultant implement to help prevent interruptions between the integration and Salesforce?
A. Create a user account solely for integrations.
B. Create the integration using the SOAP API with My Domain enabled.
C. Use the System Admin's user account for integrations.
D. Use the REST API with the REST Explorer to set up the integration.
Explanation:
The most crucial strategy for maintaining stable and uninterrupted integrations is to isolate the integration process from changes that affect human user accounts.
Correct Option: A
A. Create a user account solely for integrations.
Rationale: This is standard integration best practice. Creating a dedicated Integration User (often a "System User" or "API User" profile) ensures that the integration's permissions, security tokens, and login history are isolated from normal staff activity.
Prevents Interruption: If a human user's password changes, their security token expires, or their profile permissions are modified, it will not break the integration. This isolation prevents accidental service interruptions and aids in audit and troubleshooting by clearly identifying the source of API activity.
Why the Other Options Are Incorrect:
B. Create the integration using the SOAP API with My Domain enabled.
Rationale: While My Domain is a security best practice, the choice between SOAP or REST API and whether My Domain is enabled doesn't prevent interruptions caused by changing user credentials or permissions.
C. Use the System Admin's user account for integrations.
Rationale: This is a major security risk and a common cause of failure. System Admin passwords often expire or change, which immediately breaks the integration. Furthermore, using a System Admin account gives the external system unnecessary and excessive permissions, violating the principle of least privilege.
D. Use the REST API with the REST Explorer to set up the integration.
Rationale: The choice of the REST API is irrelevant to preventing interruptions. The REST Explorer is a developer tool used for testing API calls; it is not a strategy for production stability. The core issue remains the user account used for authentication.
A system admin uploaded a .CSV file using the Data Import Wizard with the NPSP Data Importer. The Mailing Street address field was mapped, but the admin noticed the field was Wizard on all of the records after the import completed. What is a likely cause?
A. The column contained incomplete data.
B. There were more than 65 columns in the CSV file.
C. The mapped Salesforce ID was inappropriate for the record type.
D. There were validation rules for the missing field.
Explanation:
When using the NPSP Data Importer (a version of the Data Import Wizard with NPSP enhancements), a mapped field importing as blank despite having data in the CSV typically indicates that the data failed validation during import and was silently discarded or not saved. The NPSP Data Import tool often does not throw a row-level error for validation rule failures on non-required fields; it may simply leave the field empty. This differs from a standard Data Loader, which would fail the entire record.
Correct Option:
D. There were validation rules for the missing field.
If the Mailing Street field on the Account or Contact object has a validation rule (e.g., it must be in a specific format, or other fields must be populated if it is), and the imported data (or related record data) does not satisfy that rule, the field update can be rejected. The import might still succeed for the row, but the field remains blank.
Incorrect Options:
A. The column contained incomplete data.
"Incomplete data" (like a blank cell) would simply result in a blank field, which is the observed outcome. However, the scenario implies the CSV had data for that column. If the data were present but invalid (like a format the validation rule rejects), that falls under Option D, not merely "incomplete."
B. There were more than 65 columns in the CSV file.
The Data Import Wizard has a limit on the number of columns it can map (often 50 for standard, 250 for NPSP Data Importer). Exceeding this limit would cause an error during mapping or upload, not cause a specific mapped field to be blank after a successful import.
C. The mapped Salesforce ID was inappropriate for the record type.
An incorrect Salesforce ID (like using an Account ID in a Contact field) would cause a record-level import failure, not a single field being blank. The record would likely not be created/updated at all, or would error out.
Reference:
NPSP Data Import Tool documentation: "Troubleshoot Data Imports." It notes that validation rules, workflow rules, or triggers can prevent field values from saving even if the import itself appears successful. The tool's behavior is to skip invalid field updates rather than fail the entire row in some cases.
A nonprofit wants to predict the likelihood of a contact recurring donor. What should the consultant recommend to meet
A. Create NPSP Levels for number of donations
B. Implement NPSP Enhanced Recurring Donations
C. Create a Customizable Rollup Field for number
D. Implement Einstein for Nonprofits
Explanation:
The nonprofit wants to predict the likelihood of a contact becoming a recurring donor. Predicting future behavior based on historical data patterns is the core function of Artificial Intelligence (AI) and Machine Learning (ML).
Correct Option: D
D. Implement Einstein for Nonprofits
Rationale: Einstein for Nonprofits is the specialized AI and analytics suite within Salesforce designed to help organizations make predictions using their CRM data (Contacts, Opportunities, etc.). This includes models specifically built for:
Propensity Scoring: Predicting a donor's likelihood to give (or become a recurring donor).
Next Best Ask: Suggesting the optimal amount or timing for a solicitation.
Implementing Einstein is the direct and intended solution for meeting a requirement based on predictive analytics.
Why the Other Options Are Incorrect:
A. Create NPSP Levels for number of donations
Rationale: Levels are used for segmentation and recognition (e.g., "Bronze Donor," "Major Donor") based on past giving totals. Levels describe what has happened, they do not predict what will happen.
B. Implement NPSP Enhanced Recurring Donations
Rationale: Enhanced Recurring Donations (ERD) is the modern NPSP feature for processing and managing recurring donations (creating payment schedules, tracking installments). It is a transactional tool, not a predictive or analytical one.
C. Create a Customizable Rollup Field for number of donations
Rationale: Customizable Rollups aggregate data from child records to parent records (e.g., summing all donations to get a Contact's total gifts). Like Levels, they describe the past state of data; they do not perform complex calculations to predict future behavior.
Reference:
Salesforce.org Documentation - Einstein for Nonprofits (Focus on predictive models and propensity scoring).
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