Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant (NPC) NP-Con-102 Free Practice Exam Questions (2025 Updated)

https://powerofus.force.com/s/article/SFDO-BP-Pardot-Basics-for-Nonprofit-and-Education

The "Send List Email" feature in Salesforce is ideal for sending emails to multiple contacts directly from Salesforce without needing a separate email service provider. It also allows managing bounces, resending emails, and tracking email history on Contact records.

Send List Email Overview:

This feature enables users to send emails to a list of contacts, leads, or campaign members directly from Salesforce.

It supports email templates and provides tracking capabilities.

Steps to Use Send List Email:

Step 1: Navigate to the Contacts or Leads tab.

Step 2: Create a list view that includes the contacts you want to email.

Step 3: Select the "Send List Email" button.

Step 4: Choose an email template, compose the email, and send it.

Managing Bounces and Send History:

Bounces: Salesforce tracks email bounces, and you can view bounce details on the individual contact records.

Send History: The history of sent emails, including opens and clicks, is tracked and visible on the Contact records.

Benefits:

Integrated Solution: No need for external email service providers.

Efficiency: Quickly send emails to multiple recipients and manage communications directly within Salesforce.

Tracking: Monitor email performance and follow up as needed.

To reduce manual data entry and improve efficiency when entering donation data into both Salesforce and an external accounting system, the consultant should recommend using the Accounting Subledger:

Accounting Subledger:

The Accounting Subledger in NPSP provides a way to sync financial data between Salesforce and external accounting systems.

It ensures that donation data entered in Salesforce is automatically available for reconciliation and reporting in the accounting system.

Setting Up Accounting Subledger:

Install and configure the Accounting Subledger from the AppExchange.

Define the mapping between Salesforce donation records and the corresponding records in the accounting system.

Set up integration rules to automatically sync data based on predefined triggers and schedules.

Benefits:

Reduces manual data entry by automating the transfer of donation data.

Ensures data consistency and accuracy across systems.

Provides real-time visibility into financial data for better decision-making.

By using the Accounting Subledger, the nonprofit can streamline its data entry processes and improve overall efficiency.

When migrating millions of Contact records and encountering the error "npsp.TDTM_Address: System.LimitException: Apex CPU time limit exceeded," you can take the following actions:

Disable Automation:

Go to NPSP Settings.

Navigate to "TDTM" (Table Driven Trigger Management).

Disable all automation triggers temporarily to ensure they do not interfere with the data load process.

Load Address Object Separately:

Split the data load into two parts: first load Contacts without address data, then load address data separately.

This reduces the complexity and processing required for each batch.

Disable ADDR_Addresses_TDTM Handler:

In NPSP Settings, go to "Trigger Configuration."

Locate the 'ADDR_Addresses_TDTM' handler.

Disable this specific handler to prevent it from executing during the data import process.

Reduce Batch Size:

When using Data Loader or any import tool, set the batch size to a significantly lower number (e.g., 100 or 200 records per batch).

This helps in managing CPU limits and ensures smoother processing.

By following these steps, you can mitigate the Apex CPU time limit issue and successfully import large volumes of data into NPSP.

The error message "the data you are trying to access is unavailable" when running a mailing list report on a campaign using the NPSP Household Mailing List button likely indicates a permissions issue. Since the button works as expected for the system administrator, the issue is probably related to user permissions.

Apex Class Access (A): The most likely cause is that the user does not have access to the necessary Apex Class for Manage Households. Ensure that the user has the required permissions to access and execute this Apex Class.

https://trailhead.salesforce.com/en/content/learn/modules/campaign-management-with-nonprofit-success-pack/manage-campaign-responses

To track that a donor responded to the most recent direct mail campaign, the consultant should configure the Automatic Campaign Member Management feature. This feature in NPSP helps automatically manage Campaign Memberships based on related opportunities, streamlining the process of tracking campaign responses.

Steps to Configure:

Enable Automatic Campaign Member Management:

Navigate to NPSP Settings -> Donations -> Campaigns.

Enable Automatic Campaign Member Management.

Link Opportunities to Campaigns:

Ensure that when entering donations, the related Opportunity records are linked to the appropriate Campaigns.

This linkage will automatically update the Campaign Member records to reflect the donor’s response to the campaign.

Verify Campaign Membership:

Check the Campaign Member records to ensure that the donors are correctly marked as having responded to the campaign based on the linked Opportunities.

When loading a large volume of data for a nonprofit, the following steps can significantly speed up the process:

Defer Sharing Rule Calculation:

Defer the sharing rule calculations during the data load process. This prevents Salesforce from recalculating sharing rules for each record as it is loaded, which can slow down the process considerably.

After the data load is complete, you can manually trigger the sharing rule recalculations.

Steps to Defer Sharing Rule Calculation:

Go to Setup.

Enter "Defer Sharing Calculations" in the Quick Find box.

Enable the deferment option before starting the data load.

Disable Related Apex Classes in TDTM:

Temporarily disable Apex triggers and classes in the TDTM (Table Driven Trigger Management) framework to reduce processing overhead during the data load.

This ensures that the system doesn't execute complex Apex code for each record being loaded.

Steps to Disable Related Apex Classes in TDTM:

Go to NPSP Settings.

Navigate to TDTM (Table Driven Trigger Management).

Identify and disable the relevant triggers and classes temporarily.

These steps help streamline the data loading process by minimizing the processing and recalculations that Salesforce would otherwise perform on each record.

To create a report that shows who the solicitor is for each donor using automated soft credits, the system admin should use the "Opportunities with Partial Soft Credits and Contacts" report type. This report type allows the inclusion of soft credits and the related contacts, making it possible to track the solicitor for each donation.

Steps to Create the Report:

Choose the Report Type:

Navigate to the Reports tab and click "New Report."

Select the "Opportunities with Partial Soft Credits and Contacts" report type.

Customize the Report:

Add the necessary fields to display the solicitor, donor, and relevant opportunity information.

Use filters to refine the data as needed.

Save and Run the Report:

Save the report with an appropriate name and run it to view the results.

https://powerofus.force.com/s/article/NPSP-Install

The recommended method to install NPSP in an existing Salesforce org is to use the NPSP Installer page. This installer simplifies the process by guiding users through the necessary steps and ensuring that all components are correctly installed.

Steps:

Navigate to the NPSP Installer page on Salesforce.org.

Click the "Install NPSP" button to start the installation process.

Follow the prompts to authenticate and select the Salesforce org where NPSP will be installed.

The installer will automatically download and configure all required NPSP components.

Verify the installation by checking the NPSP settings and ensuring all components are functional.

To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:

In-App Guidance (B):

This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.

myTrailhead (D):

myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.

Steps to Implement:

Set Up In-App Guidance:

Navigate to Setup -> In-App Guidance.

Create prompts and walkthroughs tailored to the nonprofit's processes.

Deploy myTrailhead:

Customize and publish training content on myTrailhead.

Encourage staff to complete the training modules to improve their Salesforce skills.

To provide each affiliate and the national nonprofit the ability to see only its own donor data in a single Salesforce org, the consultant should use Criteria-based Sharing. Here's why:

Criteria-based Sharing:

This feature allows for defining sharing rules based on specific criteria, such as record ownership or certain field values.

By setting up criteria-based sharing rules, each affiliate and the national nonprofit can be restricted to viewing only the records that meet the specified criteria, such as records tagged with their specific region or affiliate identifier.

Salesforce Sharing and Visibility Guide

Salesforce Criteria-based Sharing Rules Documentation

When setting up Relationships in NPSP and configuring reciprocal relationships based on gender, the custom "Gender" field should be created on the Contact object. Here’s why:

Contact Object:

The Contact object is where individual data, including personal attributes such as gender, is stored.

Relationships in NPSP are primarily based on Contact records, and having the "Gender" field on the Contact object allows the system to use this information to determine the appropriate reciprocal relationship.

Automatic Reciprocal Relationships:

NPSP can be configured to automatically select reciprocal relationships based on specified criteria, such as the gender of the contacts involved.

By storing gender information on the Contact object, the system can easily access this data to apply the correct reciprocal relationship automatically.

Salesforce NPSP Documentation on Relationships

Salesforce Nonprofit Success Pack Custom Fields Guide

To protect sensitive data like a government-issued ID number, encrypting the field and carefully managing access permissions is crucial. Here's a step-by-step guide on implementing this security solution:

Create the Custom Field:

Navigate to Setup.

In the Object Manager, select the relevant object (e.g., Contact).

Click on Fields & Relationships.

Create a new Text field for the government-issued ID number.

Enable Classic Encryption for Custom Fields:

In Setup, search for "Encryption Policy".

Enable "Encrypt Custom Fields".

Select the custom field you created for the government-issued ID and mark it for encryption.

Set Permissions:

Navigate to Setup.

Go to Profiles or Permission Sets.

Ensure only the necessary profiles/permission sets have the "View Encrypted Data" permission:

Click on the relevant Profile or Permission Set.

In System Permissions, enable "View Encrypted Data".

Assign this permission only to those users who need to interact with the government ID data.

Adjust Field-Level Security:

In the Object Manager, select the custom field for the government ID.

Click on "Set Field-Level Security".

Ensure the field is visible only to the necessary profiles.

Remove the field from page layouts for users who should not access it.

Test the Setup:

Log in as a user with access to the encrypted data to verify they can view and interact with the data.

Log in as a user without access to ensure they cannot see the encrypted field.

By following these steps, you ensure that the government-issued ID number is encrypted and only accessible to authorized personnel, thereby protecting sensitive client data effectively.

Salesforce Security Guide: Classic Encryption for Custom Fields

Salesforce Permission Sets: Managing Permissions

https://powerofus.force.com/s/article/NPSP-Disable-Trigger-Handlers#ariaid-title3

When periodically importing a structured list of event registrations, it is crucial to ensure that the process is efficient and does not trigger unnecessary automation. Disabling TDTM (Table-Driven Trigger Management) for specific users is a recommended approach.

TDTM Overview:

TDTM allows for managing and controlling the execution of triggers in NPSP.

It provides flexibility to disable specific triggers or exclude certain users from trigger execution during bulk data imports.

Disabling TDTM for Specific Users:

By disabling TDTM for specific users, the import process can be streamlined without triggering unnecessary automation.

This approach ensures that data imports are efficient and reduces the risk of hitting system limits or performance issues.

Steps to Implement:

Navigate to NPSP Settings -> System Tools -> TDTM.

Add the usernames of the users who will be performing the imports to the "Usernames to Exclude" field.

Save the changes to ensure that TDTM triggers are disabled for these users during the import process.

Benefits:

Efficiency: Reduces the load on the system during bulk imports, ensuring faster and more reliable data processing.

Control: Maintains control over which triggers are executed, preventing unintended automation from affecting the imported data.

Additional Considerations:

Ensure that other necessary validations and processes are manually checked or re-enabled after the import if needed.

Monitor the data import process to ensure that it completes successfully without triggering unnecessary automation.

To send automated renewal emails on a 30/60/90/180-day cadence with different email templates based on members' website visits, Pardot is the recommended solution:

Pardot for Email Automation:

Pardot is Salesforce’s B2B marketing automation solution that can handle complex email automation requirements.

It allows you to create automated email campaigns based on specific triggers and criteria, such as website visits and renewal dates.

Setting Up Pardot Automation:

Create dynamic lists in Pardot that segment members based on their renewal dates (30/60/90/180 days).

Design and create different email templates for each segment.

Use Pardot's Engagement Studio to build automated workflows that send the appropriate email template to each segment based on the criteria.

Tracking and Reporting:

Pardot provides detailed tracking and reporting on email engagement, allowing you to monitor the effectiveness of your renewal campaigns.

Using Pardot, the nonprofit can create personalized and timely renewal emails, improving member engagement and renewal rates.

To create a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund" GAU and adds filters to show only the gifts connected to the "Annual Campaign," the consultant should use the "GAU Allocations with Opportunity" report type. This report type allows for filtering on both Opportunity and GAU Allocation fields.

Steps to Create the Report:

Select Report Type:

Go to the Reports tab and create a new report using the "GAU Allocations with Opportunity" report type.

Add Filters:

Filter on the Opportunity object for the Primary Campaign Source = "Annual Campaign."

Filter on the GAU Allocation object for General Accounting Unit = "General Fund."

Customize Report:

Add the necessary fields from both the Opportunity and GAU Allocation objects to the report layout.

Save and run the report to view the desired data.

The most efficient way to install NPSP in an existing Salesforce organization is to use the NPSP Installer. Here’s how to do it:

Access the NPSP Installer Page:

Go to the NPSP Installer page: NPSP Installer

This page provides the latest version of NPSP and installation instructions.

Initiate the Installation:

Click on the installation link for the latest NPSP version.

Log in to your Salesforce org where you want to install NPSP.

Follow the Installation Wizard:

Follow the prompts in the installation wizard to complete the installation.

Choose the appropriate options based on your organization’s needs (e.g., data model selection, configurations).

Complete Post-Install Instructions:

After installation, follow the post-install instructions provided in the documentation. This might include configuring NPSP settings, setting up users, and data import processes.

By following these steps, you can ensure that NPSP is correctly installed and configured in your Salesforce organization.

"Installing NPSP" from Salesforce.org: Installing NPSP

"Post-Install Configuration" from Salesforce Help: Post-Install Configuration

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.

"Set Up Reporting Snapshots" from Salesforce Help: Reporting Snapshots

"Salesforce Reporting Snapshots for Nonprofits" from Salesforce.org: Salesforce.org Guide

To track grant lifecycles using the Nonprofit Success Pack (NPSP), you can utilize a combination of Opportunities, Payments, Deliverables, and Activities. Here’s how you can set this up:

Opportunities for Grants:

Create an Opportunity record for each grant.

Use custom fields or record types to distinguish grants from other types of Opportunities.

Payments:

Use the Payments object to track actual disbursements for each grant.

Associate Payments with the corresponding Opportunity.

Deliverables for Applications and Deadlines:

Create Deliverables (a custom object or use Tasks/Activities) to track grant applications and reporting deadlines.

Link Deliverables to the Opportunity record.

Activities for Action Assignments:

Use Tasks or Events to assign actions to staff members.

These activities can be associated with the Opportunity to keep everything organized.

By using these elements, you can have a comprehensive view of each grant’s lifecycle, from application to final reporting, including all associated payments and staff actions.

"Grant Management in Salesforce" from Salesforce Help: Grant Management

"Using NPSP for Grant Management" from Salesforce.org: Grant Management with NPSP

To allow volunteers to log their own hours in Volunteers for Salesforce, the consultant should propose setting up the Volunteers Personal Site or adding a Log Volunteer Hours section on the nonprofit’s website.

Volunteers Personal Site:

This site allows volunteers to log in and manage their hours directly within Salesforce.

Steps to Set Up:

Navigate to Setup > Sites.

Create a new site and configure it to use the Volunteers for Salesforce functionality.

Add the Volunteers Personal Site tab and configure the permissions.

Direct volunteers to use this site to log their hours.

Log Volunteer Hours Section on Website:

Create a section on the nonprofit’s website where volunteers can log their hours.

Steps to Set Up:

Design a web form that captures the volunteer's job or shift and the hours worked.

Use Salesforce Web-to-Case or Web-to-Lead to capture this data and create records in Salesforce.

Direct volunteers to this section to submit their hours.

Both solutions provide a user-friendly way for volunteers to log their hours without requiring manual entry by staff.