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

To track grant lifecycles using the Nonprofit Success Pack (NPSP), including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments, the consultant should model the components as follows:

Payments = Opportunities with Payments:

Use the Opportunities object in Salesforce to track each grant awarded.

For each Opportunity, create related Payment records to track individual disbursements or installments of the grant amount.

Applications = Deliverables:

Utilize the Deliverables object to track the application process for grants.

Create Deliverable records to capture key details such as submission deadlines, requirements, and statuses.

Reporting Deadlines = Deliverables:

Similar to applications, use the Deliverables object to track reporting deadlines.

Create Deliverable records for each required report, specifying due dates and completion statuses.

Actions = Activities:

Use the Activities object to assign tasks and actions to staff members.

Create Task records for actions related to the grant, such as follow-ups, meetings, and communications.

This configuration ensures that all aspects of the grant lifecycle are tracked effectively within Salesforce, leveraging NPSP's capabilities to manage opportunities, payments, deliverables, and activities.

Salesforce Nonprofit Success Pack Documentation: Detailed instructions on using Opportunities, Payments, Deliverables, and Activities in NPSP.

Salesforce Help Documentation: Opportunities, Activities, Payments, Deliverables.

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https://www.freecram.com/question/Salesforce.Nonprofit-Cloud-Consultant.v2020-09-19.q37/the-development-director-at-a-nonprofit-needs-to-track-grant-lifecycles-using-the-npsp-including-assignin

To capture and analyze wealth scoring for donors in Salesforce, leveraging an AppExchange application is the most effective approach. These applications can provide comprehensive wealth data and insights to support donor cultivation efforts. Here’s how to do it:

Identify Suitable AppExchange Applications:

Search the Salesforce AppExchange for wealth screening and donor prospecting tools (e.g., WealthEngine, DonorSearch).

Install the Application:

Follow the installation instructions provided by the selected application.

Ensure necessary permissions and configurations are set up.

Configure Wealth Scoring:

Set up the application to pull in wealth data for your donor contacts.

Use the provided features to rank and score donors based on their wealth data.

Integrate with NPSP:

Ensure the wealth data integrates with your existing NPSP setup.

Create reports and dashboards to visualize and analyze donor wealth information.

"WealthEngine for Salesforce" on AppExchange: WealthEngine

"DonorSearch for Salesforce" on AppExchange: DonorSearch

To track various funds and report on restricted donations, General Accounting Units (GAUs) in NPSP should be used. Here’s a step-by-step guide:

Set Up General Accounting Units (GAUs):

Navigate to the App Launcher and search for "General Accounting Units".

Create GAUs:

Create new GAU records for each fund you need to track.

Provide names and descriptions that clearly identify each fund.

Link GAUs to Donations:

When creating or updating an Opportunity (donation), scroll to the GAU Allocations section.

Allocate the donation amount to the relevant GAU(s). This ensures that each donation is correctly attributed to the specific fund.

Run Reports on GAU Allocations:

Create reports that include GAU Allocation data to see how funds are being utilized and to ensure that restricted donations are tracked correctly.

Automate Allocations (Optional):

Use NPSP settings to define default GAU allocations for specific types of donations to automate this process.

By using GAUs, the nonprofit can effectively manage and report on restricted funds, ensuring compliance and transparency.

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Nonprofit Success Pack (NPSP) Overview

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

Create GAU Records:

Navigate to the App Launcher and search for "General Accounting Units".

Create a new GAU record for each designated fund.

Link Donations to GAUs:

When entering or importing donations (Opportunities), use the GAU Allocation section to allocate the donation amount to the relevant GAU.

Specify the amount or percentage of the donation that should be allocated to each GAU.

Set Up GAU Allocation:

In the Opportunity record, scroll to the GAU Allocations related list.

Click "New" to create a new GAU Allocation.

Select the appropriate GAU and enter the allocation amount.

Reporting on GAUs:

Create reports to track donations by GAU.

Use the GAU Allocation object in your report to filter and summarize donations by designated funds.

By using GAU Allocations, the nonprofit can effectively manage and report on restricted funds, ensuring that donations are tracked according to donor intent.

Salesforce NPSP Documentation: General Accounting Units (GAUs)

Salesforce Trailhead: Manage General Accounting Units (GAUs)

To keep nonprofit staff up to date on the latest Salesforce platform features and best practices, the following resources are recommended:

Trailhead:

Trailhead is Salesforce’s free, interactive learning platform. It offers modules, projects, and trails that cover new features, best practices, and hands-on activities to help users learn and apply Salesforce skills.

Regularly check Trailhead for new content related to Salesforce updates and best practices.

Power of Us Hub:

The Power of Us Hub is an online community specifically for Salesforce.org users, including nonprofits. It provides a wealth of resources, discussions, and updates about Nonprofit Cloud and related Salesforce features.

Join the Power of Us Hub to stay informed about new features, best practices, and upcoming releases.

(https://trailhead.salesforce.com/en/content/learn/modules/contact-and-account-settings-in-nonprofit-success-pack/merge-duplicate-contacts-and-accounts-npsp)

When encountering errors while trying to merge contacts using the NPSP Contact Merge tab, the following issues are likely causes:

Delete Access to Contacts:

The user needs to have delete access to the contacts being merged. Without the necessary permissions, the user will not be able to complete the merge operation.

Ensure that the user's profile or permission set includes delete permissions on the Contact object.

Unique External ID:

If a unique external ID is retained from the non-master contact, it can cause conflicts during the merge process. The system expects unique external IDs to remain unique, and retaining an ID from a record that is being merged (and effectively deleted) can create issues.

Salesforce Nonprofit Success Pack Documentation

Salesforce Merge Contact Permissions Guide

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.

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.

For a nonprofit organization seeking a multi-channel marketing tool that encompasses email, social media, and text messaging engagement, Salesforce Marketing Cloud is the recommended solution. Marketing Cloud provides comprehensive tools for creating, managing, and analyzing campaigns across multiple channels.

Email Marketing:

Design and send personalized emails to supporters.

Use Email Studio within Marketing Cloud for advanced email campaign management.

Social Media Engagement:

Utilize Social Studio to manage social media accounts, schedule posts, and analyze engagement.

Monitor social media conversations and engage with constituents.

Text Messaging:

Implement Mobile Studio for SMS and MMS campaigns.

Create and automate text messaging campaigns to reach supporters on their mobile devices.

Marketing Cloud's integration capabilities and robust analytics ensure that nonprofits can effectively track and optimize their multi-channel engagement efforts.

To restrict access to fields related to background checks on the Contact object so that only the volunteer manager and executive director can access them, the consultant should:

Create a Permission Set:

A permission set is a collection of settings and permissions that gives users access to various tools and functions.

Creating a permission set that includes access to the specific fields related to background checks allows for precise control over who can view and edit these fields.

Grant Field-Level Security:

Within the permission set, set field-level security to ensure only the specified users can view and edit the background check fields.

This ensures that sensitive information is only accessible to authorized personnel.

Assign the Permission Set:

Assign the permission set to the volunteer manager and executive director.

This approach provides flexibility and security, ensuring that only the designated users have the necessary access without altering the overall role hierarchy or creating unnecessary sharing rules.

Salesforce documentation on Permission Sets: Permission Sets

These solutions ensure efficient and secure handling of data and permissions within the Salesforce Nonprofit Cloud.

To track the volunteer's relationship with Universal Containers, the consultant should create an Affiliation record. Here’s why:

Affiliation Record:

In NPSP, Affiliation records are used to track the relationship between Contacts (individuals) and Accounts (organizations).

Creating an Affiliation record between the volunteer (who is a Contact) and Universal Containers (an Organization Account) effectively captures the volunteer's association with the company.

This method aligns with NPSP best practices for managing relationships and affiliations within the nonprofit's Salesforce instance.

Salesforce Nonprofit Success Pack Documentation on Affiliations

Salesforce NPSP Account and Contact Management Guide

To ensure that donors receive credit for new donations, the automatic Opportunity Contact Role hard credit value should be configured in NPSP Settings. Here’s how to do it:

Navigate to NPSP Settings:

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

Access Donations Settings:

Under NPSP Settings, select "Donations".

Click on "Opportunity Contact Roles".

Configure Default Contact Role:

Set the default Contact Role for Opportunities to ensure that the primary donor is automatically assigned the correct role.

This role typically is "Primary Donor" or "Donor".

Verify and Save:

Ensure that the configuration is correct and save the changes.

This setup ensures that when new donations are imported or entered, the primary donor receives the appropriate hard credit automatically, maintaining accurate donor credit records.

Salesforce NPSP Documentation: Opportunity Contact Roles

Salesforce Trailhead: Manage Donations in NPSP

To track supporters who send advocacy messages to elected officials, the nonprofit can use the following solutions:

Organize Advocacy Messages into Campaigns:

Create a Campaign in Salesforce for each advocacy initiative.

Add Contacts who take action (send messages) as Campaign Members. This allows the nonprofit to track participation and engagement within each advocacy campaign.

Use an Online Advocacy Platform from the AppExchange:

Select an advocacy platform from the Salesforce AppExchange that integrates with Salesforce. These platforms are designed to facilitate advocacy efforts and automatically sync supporter actions with Salesforce.

The platform can record which supporters sent messages and update Salesforce accordingly, ensuring accurate tracking and reporting.

These solutions provide a comprehensive approach to managing and tracking advocacy efforts, leveraging the capabilities of Salesforce and specialized advocacy tools.

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

The Power of Us Hub Solution Exchange is designed for nonprofit organizations using Salesforce to connect directly with other nonprofits that have similar business use cases. Here’s how to utilize this resource:

Access the Power of Us Hub:

Navigate to the Power of Us Hub (https://powerofus.force.com).

Log in using your Salesforce credentials.

Explore the Solution Exchange:

Go to the "Solution Exchange" section within the Hub.

Browse through various solutions, discussions, and best practices shared by other nonprofits.

Connect with Similar Nonprofits:

Use the search and filter features to find nonprofits with similar use cases.

Participate in discussions, ask questions, and share your experiences.

Utilize Shared Resources:

Access shared resources, templates, and configurations that have been successful for other organizations.

Apply relevant solutions and best practices to your own organization’s use case.

The Power of Us Hub Solution Exchange is a valuable resource for collaboration and learning from the experiences of other nonprofits using Salesforce.

"Power of Us Hub Overview" from Salesforce.org: Power of Us Hub

"Using the Solution Exchange" from Salesforce Help: Solution Exchange

https://powerofus.force.com/s/article/NPSP-Merging-Contacts

When using the NPSP Contact Merge functionality, any empty Household Accounts that do not have associated Contacts or Opportunities are automatically deleted. This is likely the cause of the reduction in the number of household accounts noticed by the system administrator.

Steps to Verify:

Check Merge Settings:

Review the settings and configuration of the NPSP Contact Merge process to understand its behavior regarding empty Household Accounts.

Review Audit Logs:

Check the Salesforce audit logs to see the details of the merge operations and confirm that empty Household Accounts were deleted.

Restore if Necessary:

If the deletion of empty Household Accounts was unintended, use data recovery options to restore any necessary records.

When a corporate matching gift is received and the original donation was not marked to be matched, you should use the "Find Matched Gifts" functionality:

Navigate to Find Matched Gifts:

Go to the donation record in Salesforce.

Select "Find Matched Gifts" from the related options.

Find More Gifts:

Click on the "Find More Gifts" button to search for the original donation that matches the corporate gift.

This tool helps to locate and link the matching gift to the original donation, ensuring both donations are accurately recorded and associated.

To manage incoming donations, provide a portal for constituents and staff members, and create a new web experience for constituents, a consultant should recommend:

NPSP with Experience Cloud:

Experience Cloud (formerly known as Community Cloud) enables nonprofits to build branded portals for their constituents and staff. It facilitates creating a self-service portal, donation management, and community engagement all in one platform.

https://powerofus.force.com/s/article/NPSP-Configure-Automated-Soft-Credits#ariaid-title6

To automatically credit the spouse for a donation in NPSP, the consultant should recommend enabling Automatic Soft Credit for household members in the NPSP settings. This setting ensures that any donation made by a household member is automatically soft credited to other members of the household.

Steps to Enable:

Navigate to NPSP Settings:

Go to Setup -> NPSP Settings.

Enable Automatic Soft Credits:

Under Donations -> Soft Credits, enable the option for Automatic Soft Credit for Household Members.

Verify Soft Credits:

Check the Opportunity records to ensure that soft credits are correctly applied to household members.