Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. A nonprofit conducts background checks on all prospective volunteers. Only the volunteer manager and executive director should be able to access the fields related to background checks on the Contact object.
How should the consultant configure the security settings?

A) Assign the volunteer manager and executive director to a Public Group and grant the Public Group access to those fields.
B) Create a Permission Set that grants access to those fields and assign it to the volunteer manager and executive director.
C) Create a Role for the volunteer manager under the executive director's Role and grant read, write access to those fields in the volunteer manager's role.
D) Create a Sharing Rule that grants the volunteer manager and executive director access to the background check fields.

2. During the Build phase of a project, one line of business requests the addition of a new field that is essential for its business process. A different line of business objects to the request and says that this field is unnecessary and will result in duplicate data.
How should the consultant handle this?

A) Use the established governance committee for discussion and resolution.
B) Fulfill the request and add the field, but create a separate page layout so the field is only visible to the line of business that made the request.
C) Remove themselves from the discussion and suggest that the two business line leaders meet to make a decision.
D) Work quickly to negotiate between the two groups and resolve the issue before it escalates to the executive sponsors.
E) Add the field into a sandbox to test and validate expected outcomes.

3. A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofit has hired a consultant to upload data to the NPSP Affiliations object. What is the correct order for uploading the donors' employment information?

A) Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field
B) Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field
C) Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information
D) Insert Affiliation records, export Contact records, export Account records, upsert Contact records

4. 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) Sender Authentication Package
B) Customer Data Platform
C) Insights Platform Data Integrity
D) NPSP Address Management

5. A volunteer manager at a nonprofit organization needs to be able to search for volunteers with landscaping skills who are available at a given time. The organization is using Volunteers for Salesforce. What should the consultant advise?

A) Use the Volunteers Wizard to look for volunteers with landscaping skills and Volunteer Availability and choose those available at the given time
B) Click on the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the values you're looking for and hit search
C) Create a list view on Contacts using a filter for those who have skills that include landscaping. Add the field for Volunteer Availability on the list view and sort by it to find those with landscaping skills who are available at the given time
D) Create a report with the report type Contacts with Volunteer Hours and Volunteer Jobs. Filter the report by the Volunteer Job for landscaping and Volunteer Availability at the time the Volunteer Manager needs them

Solutions: