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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information.
What should the consultant advise to capture this in Salesforce?

A) Ensure that when naming the Opportunity for the renewal grant, "Renewal" is included in the name as well as the name of the funder.
B) Create a child Opportunity for the renewal grant from the original grant using the Renewal Grant Opportunity record type.
C) Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the new grant and check the "Is Grant Renewal" field.
D) Create a Campaign for the funder and add all Opportunities including the original grant and any renewal grants to the Campaign.

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

3. A nonprofit is implementing Accounting Subledger and wants to know how the data from Salesforce would be transferred to its accounting system.
Which three methods are possible?
Choose 3 answers

A) Export data via Salesforce reports to upload to the accounting system.
B) Integrate Salesforce with the accounting system using middleware.
C) Schedule a Data Export from Salesforce.
D) Develop a custom integration solution.
E) Configure Salesforce Connect to integrate with the accounting system.

4. The executive director at a nonprofit needs to understand the overall summary of individuals engaged with the organization across multiple channels, including donations, volunteer shifts, and event attendance. What can the consultant deliver to help them achieve this summary by channel?

A) Create an Account Hierarchy to see the number of people related to each household, and their associated Contact records with Campaign Memberships and Opportunities by channel.
B) Create a Campaign Hierarchy to see the number of people associated with each donation, shift, and event, by channel with Campaign Memberships.
C) Create a User Hierarchy to report by user with the Opportunity, Contact, and Campaign records owned representing donation, volunteer, and event channels and their Campaign Memberships.
D) Create a Role Hierarchy to summarize the number of Opportunity records associated with each user, and the Campaign Memberships associated with the Primary Contact on the Opportunity by channel.

5. A nonprofit organization wants to use a multi-channel marketing tool for its email, social, and text messaging engagement. Which solution should the consultant recommend?

A) Service Cloud
B) Marketing Cloud
C) Pardot
D) Community Cloud

Solutions: