Salesforce-Nonprofit-Success-Pack-Consultant Practice Test
Updated On 1-Jan-2026
269 Questions
A volunteer with a nonprofit works at Universal Containers. The volunteer is recorded in Salesforce as part of the Household's account record, but Universal Containers needs to be entered into the Salesforce system.
How should a consultant track the volunteer's relationship with Universal Containers?
A. Create a Universal Containers Organization Account and create a Relationship record between the volunteer and Universal Containers.
B. Create a Universal Containers Organization Account and create an Affiliation record between the volunteer and Universal Containers.
C. Create a Lead for the volunteer at Universal Containers and create a Relationship record between the volunteer Lead and the volunteer Contact.
D. Create a Lead for the volunteer at Universal Containers and create an Affiliation record between the volunteer Lead and Universal Containers.
Explanation:
The scenario involves tracking a Contact's (volunteer's) association with an Organization (Universal Containers). In NPSP, the standard object for recording a person's non-household affiliations with companies, schools, or other organizations is the Affiliation object. This is distinct from a Relationship, which is for connections between two individual Contacts.
Correct Option:
B. Create a Universal Containers Organization Account and create an Affiliation record between the volunteer and Universal Containers.
The correct process is:
Ensure an Organization Account exists for "Universal Containers."
Create an Affiliation record linking the volunteer Contact to the Universal Containers Account, with a role (e.g., "Employee"). This properly tracks the organizational association within the NPSP data model.
Incorrect Options:
A. Create a Universal Containers Organization Account and create a Relationship record between the volunteer and Universal Containers.
Relationship records connect two Contacts (individuals), not a Contact to an Organization Account. You cannot create a Relationship between a Contact and an Account. This is a misuse of the object.
C. Create a Lead for the volunteer at Universal Containers and create a Relationship record between the volunteer Lead and the volunteer Contact.
This is overly complex and incorrect. Leads are for prospects, not for recording employment of an existing Contact. Creating a duplicate Lead for the same person is poor data management. A Relationship between a Lead and a Contact is also non-standard and not the purpose of the Relationship object.
D. Create a Lead for the volunteer at Universal Containers and create an Affiliation record between the volunteer Lead and Universal Containers.
Affiliations are between a Contact and an Account, not a Lead and an Account. The volunteer already exists as a Contact in a Household. Using a Lead would create a duplicate, unconnected record and misuse the Affiliation object.
Reference:
NPSP Documentation: "Affiliations." This object is designed to track connections between Contacts (individuals) and Accounts (organizations, educational institutions, etc.). It is the recommended way to record employment, board membership, or alumni relationships.
A nonprofit is getting ready to go live with its Nonprofit Cloud implementation.
Which two sandbox configuration options can the consultant create to ensure effective user acceptance testing and training?Choose 2 answers
A. Partial Data Sandbox
B. Developer Sandbox
C. Developer Pro Sandbox
D. Full Data Sandbox
D. Full Data Sandbox
Explanation
When preparing for a go-live, the consultant needs two types of environments: one for final, realistic testing of processes (UAT) and one for training that is secure and disposable.
1. D. Full Data Sandbox ๐งช
Purpose: User Acceptance Testing (UAT) and Performance Testing.
Rationale: A Full Data Sandbox is a complete copy of the Production organization, including all configuration, customizations, and all production data.
UAT: This is essential for UAT because end-users need to test the new Nonprofit Cloud system using real, anonymized donor and financial data to validate complex processes like year-end reconciliation, soft-credit rollups, and grant application reviews. Testing with realistic data ensures the new system can handle production-level volumes and data complexity.
2. A. Partial Data Sandbox ๐
Purpose: Training and QA/Integration Testing.
Rationale: A Partial Data Sandbox includes all configuration and customizations, plus a specified subset of production data (up to 10,000 records per object).
Training: This is the ideal environment for user training because it provides a realistic-looking environment with a sample of live data, allowing users to practice processes without the risk of contaminating the full data set or the more expensive Full Sandbox. It's refreshed more often and is less expensive than a Full Sandbox.
Why the Others Are Incorrect
B. Developer Sandbox:
Only includes a copy of the configuration (metadata), but no production data. It has a very small storage limit (200MB). It is only suitable for small-scale development or unit testing, not for realistic UAT or effective user training.
C. Developer Pro Sandbox:
Similar to a Developer Sandbox, it only copies the metadata but has a slightly larger storage limit (1GB). It is used for integration and quality assurance (QA), but the lack of substantial, realistic production data makes it unsuitable for end-user UAT or training.
A nonprofit, who does a lot of mail appeals to donors, asks their consultant for the best solution to keep their constituents' addresses formatted properly to ensure the mail reaches them.
What should the consultant recommend?
A. Insights Platform Data Integrity
B. Sender Authentication Package
C. Customer Data Platform
D. NPSP Address Management
Explanation:
For nonprofits that frequently send mail appeals, maintaining accurate and properly formatted addresses is crucial to ensure communications reach donors. The Nonprofit Success Pack (NPSP) provides specific tools to manage and standardize addresses for contacts and households. By using built-in address management features, organizations can reduce returned mail and improve donor engagement through correct mailing information.
Correct Option:
D. NPSP Address Management
NPSP Address Management helps standardize, validate, and maintain constituent addresses within Salesforce.
It includes features like postal code checks, state formatting, and country validation to ensure mailings are accurate.
This solution is designed specifically for nonprofits, making it the most suitable option for mail appeal campaigns.
Incorrect Options:
A. Insights Platform Data Integrity
While Insights Platform may help with data quality in general, it is not specifically built for address standardization in NPSP.
It does not provide the dedicated mailing address management tools nonprofits require.
B. Sender Authentication Package
This package focuses on email authentication and deliverability, not physical mailing address management.
It is irrelevant for ensuring mail appeals reach constituents.
C. Customer Data Platform
A Customer Data Platform helps unify and manage data across multiple systems, but it does not specifically validate or format addresses for mailing purposes.
Using a CDP alone will not prevent address errors for mail appeals.
Reference:
Salesforce Nonprofit Success Pack (NPSP) Address Management Documentation
A nonprofit organization receives a number of donations from Donor Advised Funds where the check is written by the financial institution that houses the Donor Advised Fund. What should the consultant recommend to ensure that the Donor Advised Fund receives credit for the donation?
A. Add an additional Account lookup field on the Opportunity for the Donor Advised Fund
B. Add an Account lookup field on the Payment for the Opportunity for the Donor Advised Fund
C. Use a GAU allocation to credit the donation to the Donor Advised Fund
D. Use Account Soft Credits to credit the Donor Advised Fund
Explanation:
This is a classic Donor Advised Fund (DAF) scenario: the financial institution (e.g., Fidelity Charitable) is the legal donor (the check writer), but the DAF itself (advised by the actual donor) should receive philanthropic credit. In NPSP, this is handled through Account Soft Credits, which allow you to give "credit" for a donation to an Account (like a DAF Account record) that is not the legal donor.
Correct Option:
D. Use Account Soft Credits to credit the Donor Advised Fund
Account Soft Credits are the NPSP feature designed specifically for this. You create an Account record for the Donor Advised Fund. On the Opportunity (donation) from the financial institution, you add the DAF Account via an Account Soft Credit (using the Opportunity Contact Role with a role type mapped to "Soft Credit"). This ensures the DAF receives credit in reports without changing the legal donor.
Incorrect Options:
A. Add an additional Account lookup field on the Opportunity for the Donor Advised Fund
This is a custom field approach that would store data but would not integrate with NPSP's reporting and recognition features (like Soft Credit reports, Household rollups). It reinvents the wheel and is less maintainable than using the native Account Soft Credit functionality.
B. Add an Account lookup field on the Payment for the Opportunity for the Donor Advised Fund
Similar to A, this is a custom field not tied to NPSP's credit tracking. Payments are for financial tracking, not philanthropic attribution. Account Soft Credits are the correct object for attribution.
C. Use a GAU allocation to credit the donation to the Donor Advised Fund
GAU (General Accounting Unit) Allocations are for financial accounting and fund designation (e.g., attributing revenue to specific funds). They are not for tracking philanthropic credit to a donor or fund entity. Using a GAU would misrepresent the DAF as a financial fund within the nonprofit's chart of accounts, not as a credited donor.
Reference:
NPSP Documentation: "Account Soft Credits." This feature is explicitly for recognizing organizations (like corporations, foundations, or Donor Advised Funds) that are connected to a donation but are not the legal donor. It's the standard method for handling DAF attribution.
A nonprofit has significant staff turnover and wants to ensure that the purpose of
Salesforce field customization is clearly understood by system admins who are new to the
nonprofit.
How should the consultant meet the requirement?
A. Run and view the Setup Audit Trail.
B. Complete all field descriptions.
C. Run the Schema Builder.
D. Create a field history report.
Explanation:
This question addresses system documentation and knowledge transfer for customizations, particularly important during staff turnover. New admins need to understand why custom fields were created and how they relate to business processes. The solution must provide context and purpose, not just a log of changes or a list of fields.
Correct Option:
B. Complete all field descriptions.
The Field Description property in Salesforce Setup is the primary tool for documenting the purpose and usage of a custom field. It is visible to admins in Setup and can also be displayed as help text on page layouts. Ensuring every custom field has a clear, complete description directly meets the requirement of explaining the "purpose of Salesforce field customization" to new admins.
Incorrect Options:
A. Run and view the Setup Audit Trail.
The Setup Audit Trail logs who made a change and when, but it does not record the business reason or purpose behind a customization. It shows that a field was created, but not why. It's an audit log, not a documentation tool.
C. Run the Schema Builder.
Schema Builder is a visual diagramming tool that shows object relationships and fields. It helps understand the data model structure but does not explain the business purpose of individual field customizations. It shows what exists, not why.
D. Create a field history report.
Field History Tracking shows changes to data values in records, not changes to the schema or purpose of custom fields. It's for auditing data, not documenting system configuration.
Reference:
Salesforce Implementation Best Practices: "Document Your Configuration." Using Field Descriptions and Custom Object/Field Help Text is a standard, low-effort, high-impact practice for maintaining institutional knowledge about the purpose of customizations, especially critical in environments with high staff turnover.
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