Explanation
When an organization uses both Person Accounts (often enabled for specific business processes) and NPSP (which uses the Household Account Model), conflicts can arise during record creation, especially when converting Leads or creating new Contacts. The key is to direct the appropriate processes to the correct Account Record Type to prevent NPSP from incorrectly treating a Person Account as a Household or vice-versa.

1. A. The Household record type in NPSP Settings is different than the Person Accounts record type.
Rationale: The NPSP automation (TDTM) is designed to manage accounts with a specific Household Record Type. If the Person Account Record Type and the NPSP Household Record Type are the same, the NPSP logic will try to run its Household automation on the Person Accounts, leading to errors and unpredictable behavior. They must be distinct record types to allow NPSP logic to identify and operate only on its intended Household objects.

2. C. The default record type for profiles of any user who converts leads is different than the Person Account record type.
Rationale: When a user converts a Lead, the process automatically creates a Contact and an Account. If a user's default Account record type is set to the Person Account record type, every converted Lead will become a Person Account. This bypasses the NPSP logic, potentially leading to data model conflicts if those Contacts should have been created as NPSP Household Contacts instead. The default should be set to the NPSP-preferred Organization or Household record type to ensure the correct NPSP automation runs on creation.

Why the Others Are Incorrect

B. Create a validation rule to prevent the creation of Person Accounts.
Incorrect: If the organization has Person Accounts enabled, it's because a business unit (like B2C sales) needs them. Creating a validation rule to prevent creation stops that business process entirely, which violates the requirement for the two models to coexist.

D. Remove permissions to Person Accounts for all profiles except System Admin.
Incorrect: Similar to B, if other users need to create or manage Person Accounts (for their specific business use case), removing their permissions prevents them from doing their job, violating the coexistence requirement. The goal is to manage the interactions and defaults, not outright restrict access.

Explanation:
When a nonprofit wants to track website visitors who download assets and then convert them into constituents, it needs a solution that manages and tracks constituent data, online interactions, and engagement. NPSP Settings include tools to manage individual tracking, engagement campaigns, and lead capture from digital sources. By configuring NPSP properly, the nonprofit can capture visitor activity, create constituent records, and manage follow-up communications efficiently.

Correct Option:

C. NPSP Settings
NPSP Settings provide the configuration tools for capturing and tracking constituent interactions, including online form submissions and asset downloads.

It allows organizations to automate the creation of new constituent records when a visitor engages with content.

Using NPSP Settings ensures a seamless path from anonymous website visitor to tracked constituent without requiring additional modules.

Incorrect Options:

A. Affiliation record
Affiliation records track connections between contacts and organizations (e.g., employer or volunteer affiliations).

They are not designed to track website visitor activity or asset downloads.

B. Relationship record
Relationship records capture connections between two contacts (e.g., family members or peer networks).

They do not handle web activity tracking or lead conversion.

D. Opportunity Settings
Opportunity Settings are used to configure donation and fundraising processes, not web engagement or constituent tracking.

This option is unrelated to tracking asset downloads.

Explanation:
The Case Plan Wizard in the Program Management Module is used to assign a pre-defined set of services or tasks (Action Items) to a client's Program Engagement. To use the wizard effectively, the underlying structure of services and objectives must be pre-configured as templates. This includes both the overarching goals (outcomes) and the specific action items (tasks/services) that make up the plan.

Correct Option:

B. A Program with Goals and Action Item Templates
Before using the Case Plan Wizard, the consultant must ensure:

A Program exists (the overall service offering).

Goals are defined within that Program (the target outcomes).

Action Item Templates are created and associated with those Goals (the specific tasks or services to be performed).

The wizard allows the case manager to select from these pre-configured Goals and Action Item Templates to quickly build a case plan for a client.

Incorrect Options:

A. A Program with Goals
This is incomplete. While Goals define the outcomes, the wizard needs Action Item Templates linked to those Goals to create the actual tasks/services assigned to the client. Without Action Item Templates, the case plan would have no actionable steps.

C. A new Case Plan
The Case Plan is the output of the wizard, not a prerequisite. The wizard is used to create a new Case Plan. Configuring templates (Goals and Action Items) must happen first.

D. A Program with Action Item Templates
This is also incomplete. Action Item Templates should be linked to Goals to provide structure and meaning. Creating them without associated Goals would make it difficult to organize services around client outcomes within the wizard.

Reference:
Nonprofit Cloud Program Management Module documentation: "Case Plan Wizard" and "Set Up Action Item Templates." The setup guide specifies that to use the wizard, you must first create Programs with Goals and then create Action Item Templates associated with those Goals. The wizard leverages this configuration to generate client-specific plans.

Explanation:
The nonprofit needs an enrollment report for its education classes. In the Salesforce Program Management Module (PMM), the object specifically designed to track a client's enrollment status, participation history, and active relationship with a program or class is Program Engagement.

Correct Option: B

B. Program Engagement
Functionality: The Program Engagement object links a Contact (the student) to a Program (the education class). It stores key enrollment details, such as the participant's Status (e.g., "Enrolled," "Active," "Waitlisted," "Completed," or "Dropped"), start date, and end date.

Reporting: To run an "enrollment report," the consultant should build a report on the Program Engagement object, filtering by a status of "Active" or "Enrolled" to show all current students for a class.

Incorrect Option:

A. Service Delivery
Rationale: Service Delivery tracks the actual delivery of a single service instance (e.g., "John attended the 9:00 AM math session"). It is used for attendance and utilization reports, not for overall enrollment status.

C. Program Cohort
Rationale: Program Cohort groups a set of participants for a specific instance (e.g., "Spring 2026 GED Class"). While enrollment is often to a Cohort, the Program Engagement record (B) is the object that stores the individual's definitive status within that program/cohort.

D. Service
Rationale: The Service object tracks the high-level definition of the activity (e.g., "Math Tutoring" or "Lecture 1"). It defines what is offered, not who is enrolled or their status.

Explanation:
Nonprofits often need to manage different types of funding and programs. Grants received, scholarships awarded, and training programs offered are distinct components that require proper tracking. Salesforce provides specialized tools: NPSP handles donations and grants, the Outbound Funds Module manages funds disbursed (like scholarships), and the Program Management Module (PMM) tracks programs and participant engagement. Using the correct combination ensures accurate reporting and efficient management of funds and programs.

Correct Option:

D. NPSP to track the grants the nonprofit receives; Outbound Funds Module to track scholarships the nonprofit offers; Program Management Module to track the training programs
NPSP manages incoming grants and donations, keeping track of donor information, grant amounts, and funding sources.

Outbound Funds Module allows the nonprofit to disburse funds, such as scholarships, while tracking recipients and payment details.

Program Management Module tracks program details, enrollment, and participant outcomes, providing a clear view of training programs.

Incorrect Options:

A. NPSP to track the grants the nonprofit receives; Gift Entry to track the scholarships the nonprofit offers; Education Data Architecture to track the training programs
Gift Entry is primarily for entering donations, not disbursing scholarships.

Education Data Architecture (EDA) is for educational institutions and does not track program management in a nonprofit context.

B. Program Management Module to track the grants the nonprofit receives; Outbound Funds Module to track the scholarships the nonprofit offers; Education Data Architecture to track the training programs
PMM is not designed to track grants; it tracks programs.

EDA is unnecessary unless the nonprofit is an educational institution.

C. Outbound Funds to track the grants the nonprofit receives; NPSP to track the scholarships the nonprofit offers; Education Data Architecture to track the training programs
Outbound Funds is for disbursing funds, not tracking incoming grants.

NPSP tracks donations and grants, not scholarships disbursed.

EDA is irrelevant unless dealing with formal educational structures.

Reference:
Salesforce.org Program Management Module Overview