Nonprofit-Cloud-Consultant Salesforce Certified Nonprofit Cloud Consultant (SP25) Free Practice Exam Questions (2025 Updated)

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.

Defining goals is crucial for any project, including Salesforce implementations. Goals help ensure that the project has a clear direction and measurable outcomes. Here are the reasons:

Measure and Prove Results (B):

Setting clear goals allows the project team to measure progress and success. It provides a benchmark against which results can be compared, helping to demonstrate the project's impact and value.

Define a Clear Purpose (C):

Goals help articulate the purpose of the project, providing clarity and focus. This ensures that all team members understand the objectives and work towards a common aim, reducing confusion and aligning efforts.

After using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household, the consultant needs to manually select a Primary Contact for each Household Account. Here’s the detailed process:

Run the Conversion Utility Tool:

Navigate to NPSP Settings.

Under the "Bulk Data Processes" section, find and run the Conversion Utility tool to convert One-to-One Accounts to Household Accounts.

Review Converted Records:

Once the Conversion Utility tool runs successfully, review the newly created Household Accounts.

Each Household Account should have the associated Contacts correctly linked.

Select a Primary Contact for Each Household:

Go to each new Household Account.

Manually select a Primary Contact from the list of related Contacts. This step is crucial as the Conversion Utility does not automatically set the Primary Contact.

The Primary Contact field is used in many NPSP features and reports, so ensuring it is correctly set is important.

By performing this manual action, you ensure that the data integrity and functionality within NPSP are maintained after the conversion.

To allow staff to use other applications without leaving Salesforce, implementing Salesforce Canvas is the recommended solution:

Salesforce Canvas:

Salesforce Canvas allows you to embed external applications directly within Salesforce

When an international nonprofit organization adds a translated relationship picklist value, and the reciprocal relationship record is not displaying correctly, it is typically due to the system administrator not adding the reciprocal relationship value in the NPSP Settings tab.

Steps:

Log in to Salesforce: Access the Salesforce org with NPSP installed.

Navigate to NPSP Settings: Go to the App Launcher, search for "NPSP Settings", and select it.

Find Relationship Settings: In the NPSP Settings, expand "People" and then "Relationships".

Add Reciprocal Relationship:

Click "Reciprocal Method Settings".

Ensure that the new reciprocal relationship values are added and correctly configured.

Check both the primary and reciprocal relationship values to ensure they are set correctly.

Save and Test: Save the settings and test to confirm that the reciprocal relationships display correctly.

For donors who prefer to have their recurring donations three times per year, follow these steps to create a custom installment period in NPSP:

Navigate to NPSP Settings:

Go to the App Launcher and search for "NPSP Settings".

Access Recurring Donations Settings:

In NPSP Settings, click on "Donations".

Select "Recurring Donations".

Create a Custom Installment Period:

Click on "Custom Installments".

Add a new custom installment period named "Tri-Yearly" or any other preferred name.

Define the specific details for this installment period, such as frequency and dates.

Add to Installment Picklist:

Ensure the new custom installment period is added to the Recurring Donation installment picklist.

Update existing recurring donations as needed to use the new installment period.

This customization allows the organization to accommodate donors who prefer tri-yearly installments.

To ensure that a subset of users can fully access the government-issued personal identification numbers stored in encrypted fields on Contact records, you must enable the "View Encrypted Data" permission in a permission set. This permission allows users to see the actual encrypted data instead of a masked value.

Steps to Enable:

Create or Edit a Permission Set:

Navigate to Setup -> Permission Sets.

Create a new permission set or edit an existing one.

Enable View Encrypted Data:

In the permission set, go to System Permissions.

Enable the "View Encrypted Data" permission.

Assign Permission Set:

Assign the permission set to the appropriate users who need to access the encrypted data.

To ensure that a deceased donor no longer appears on any mailing lists, the appropriate action is to select the Deceased field on the donor's Contact record.

Deceased Field:

Salesforce provides a specific field to mark a Contact as deceased.

This field is designed to handle the scenario of deceased Contacts appropriately within the system.

Steps to Mark Contact as Deceased:

Navigate to the Contact record of the deceased donor.

Find the Deceased checkbox field and select it.

Save the record.

Impact of Selecting the Deceased Field:

Once marked as deceased, the Contact will automatically be excluded from future mailing lists and communications.

This helps maintain respectful and accurate communication practices.

Other Considerations:

Do Not Email, Do Not Contact, and Email Opt Out Fields: While these fields prevent specific types of communications, they do not address the status of the Contact as being deceased, which is important for accurate records and reporting.

Deleting Contact Record: Deleting the Contact record is not recommended as it removes historical donation data and other important information that may be needed for reporting and compliance purposes.

A key process of the Lean Governance Framework recommended for ensuring compliance, assessing risk, and rolling out a successful implementation is the Software Development Lifecycle (SDLC).

Software Development Lifecycle (SDLC):

SDLC is a framework that defines the processes and stages involved in software development from initial planning through to deployment and maintenance.

Implementing SDLC as part of Lean Governance ensures that all software changes are thoroughly planned, tested, and reviewed, reducing the risk of errors and ensuring compliance with organizational standards.

To configure NPSP to send Apex error messages to a specific system admin, you should follow these steps:

Navigate to NPSP Settings:

Go to the App Launcher in Salesforce.

Type "NPSP Settings" in the search bar and select it.

Access System Tools:

In the NPSP Settings, locate the "System Tools" section in the left-hand sidebar.

Configure Error Notifications:

Under System Tools, select "Error Notifications."

Here, you will find options to configure who receives error notifications.

Set the Specific Admin:

Find the field where you can specify the user to receive error notifications.

Enter the username or search for the specific admin user you want to receive these notifications.

Save the settings.

By following these steps, you ensure that all Apex error messages are sent only to the specified system admin, effectively managing error notifications within NPSP.

For a nonprofit organization looking for a CRM with an integrated email marketing tool that includes built-in scoring and engagement tracking, the recommended solution is:

NPSP (Nonprofit Success Pack): This provides the CRM functionality to manage constituents.

Marketing Cloud: This offers advanced email marketing capabilities, including automation, scoring, and engagement tracking.

Marketing Cloud is designed to handle complex marketing needs and integrates seamlessly with NPSP to provide a comprehensive solution for nonprofits.

Before upgrading from version 2 to version 3 of NPSP, the consultant should:

Run NPSP Health Check: This tool identifies potential issues in the current NPSP configuration, including deprecated fields, custom objects, and other configurations that might cause problems during the upgrade.

Running NPSP Health Check ensures that the upgrade process goes smoothly by addressing any issues beforehand.

When using NPSP (Nonprofit Success Pack) with the default account model and a new Contact is created without specifying an Account Name, NPSP automatically creates an Account with a household name.

Default Account Model in NPSP:

NPSP typically uses the Household Account Model by default.

This model groups individuals into households, making it easier to manage and report on donor families.

Automatic Account Creation:

If a Contact is created without an Account Name, NPSP automatically generates a Household Account.

The name of the Household Account is usually derived from the Contact’s last name, formatted as "The [LastName] Household."

Process:

Step 1: A user creates a new Contact record, leaving the Account Name field blank.

Step 2: Upon saving the Contact, NPSP checks for an existing Household Account.

Step 3: If no Household Account exists, NPSP creates a new Household Account using the Contact’s last name.

Benefits:

Organization: Ensures that all Contacts are associated with an Account, maintaining data integrity.

Reporting: Facilitates household-level reporting and analytics.

For maintaining an audit trail of metadata changes over time and developing, testing, and releasing projects independently, the recommended development model is:

Package Development: This model supports modular development, allowing developers to create, test, and deploy packages independently. It provides version control and a clear audit trail of changes, ensuring that metadata changes are tracked and managed efficiently.

Independent Projects: Package development allows multiple projects to be developed in parallel without interference, making it ideal for complex environments with multiple ongoing initiatives.

Package development provides the structure and control needed for managing metadata and development processes effectively.

When migrating a large volume of donation and payment data into an NPSP org, the consultant should discuss the following considerations with the nonprofit organization:

Data Storage Limits:

Salesforce has data storage limits based on the type and edition of the Salesforce instance.

It is important to calculate the volume of data being imported and ensure it does not exceed the available storage.

If necessary, consider purchasing additional data storage or archiving old records to free up space.

Data Skew:

Data skew occurs when a large number of child records are associated with a single parent record.

This can impact performance and cause issues with sharing rules and data visibility.

Plan the data import to distribute records evenly and avoid creating data skew, particularly with high-volume objects like Contacts and Accounts.

By addressing these considerations, the nonprofit can ensure a smooth and efficient data migration process while maintaining optimal system performance and compliance with Salesforce limits.

Before embarking on a new implementation project, it is crucial to first identify the challenges the nonprofit is currently experiencing. This ensures that the new solution will address the specific needs and pain points of the organization. Understanding these challenges will guide the implementation strategy and help in configuring Salesforce to meet the nonprofit's goals effectively.

Steps:

Conduct stakeholder interviews to gather information on current processes and challenges.

Analyze the data collected to identify common themes and pain points.

Document the identified challenges and prioritize them based on their impact on the organization's mission and operations.

Use these insights to define the scope and objectives of the new implementation project.

To track all donations that go to a designated fund, the consultant should create a GAU Allocation record for the designated fund. Here’s why:

GAU Allocation Record:

General Accounting Units (GAUs) are used in NPSP to allocate portions of donations to specific funds or purposes.

Creating a GAU Allocation record allows the nonprofit to specify the amount of each donation that should be allocated to the designated fund, ensuring accurate tracking and reporting.

For a volunteer manager to search for volunteers with specific skills and availability using Volunteers for Salesforce, the following steps can be advised:

Use the Find Volunteers Tab:

Click on the "Find Volunteers" tab in Salesforce.

Filter Criteria:

Fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the required values:

Volunteer Status: Select the appropriate status (e.g., Active, Available).

Volunteer Availability: Specify the dates and times the volunteer is available.

Volunteer Skills: Include landscaping or other required skills.

Hit Search:

Click on the "Search" button to retrieve the list of volunteers matching the criteria.

Review and Contact Volunteers:

Review the list of volunteers who meet the criteria.

Use the contact information provided to reach out to the suitable volunteers for the specific task.

This method leverages the built-in search functionalities in Volunteers for Salesforce, providing an efficient way to find and manage volunteers based on specific needs.

To allow volunteers to update their contact information on the nonprofit's website using Volunteers for Salesforce (V4S), follow these steps:

Access Setup:

Navigate to Setup in Salesforce.

Enable Guest User Permissions:

Go to Sites and Domains > Sites.

Click on the site label for your volunteer portal.

Click on Public Access Settings.

Under Field Permissions, make sure the necessary fields (like Contact fields) have the correct read and write permissions for the guest user profile.

Grant Guest Users Update Access:

Ensure that "Grant Guest Users Update Access" is checked. This setting allows guest users, typically those who access your site without logging in, to update certain fields like their contact information.

Test the Configuration:

As a volunteer, navigate to the relevant page on the nonprofit's website.

Test updating the contact information to ensure that the changes are correctly reflected in Salesforce.

This configuration allows volunteers to update their contact details directly from the website, ensuring that the information in Salesforce is always up-to-date.