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NON-PROFIT CLOUD CONSULTANT - KNOWLEDGE CHECK EXAM
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NON-PROFIT CLOUD CONSULTANT - KNOWLEDGE CHECK EXAM...
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NON-PROFIT CLOUD CONSULTANT - KNOWLEDGECHECK EXAM
Data Model:
What standard objects does NPSP use? ANSWER Account
Contact
Opportunity
Opportunity Contact Roles:
Tasks/Activities
Account Model:
What are the Account Model Options? - ANSWER Household.
1-to-1
Individual or "Bucket" Model
Data Model:
What custom objects does NPSP include? - ANSWER Account and Contact
Management:
Addresses
Affiliations
Household
Relationships
Donation Management:
,Payments
Recurring Donations
Partial Soft Credits
Levels
Activity Management:
Engagement Plans
Engagement Plan Templates
Account Model:
What is the default account model in the NPSP? - ANSWER Household Account
Model
Account Model:
Which Account Models are Legacy? - ANSWER 1-to-1.
Individual or "Bucket" Model
Account Model:
What is the Household Accounts Model? - ANSWER One household account.
One primary contact.
Additional Contacts
Account Model:
, Which "sophisticated" management functions does the Household Account Model
support? - ANSWER: Contact management for multiple household members.
Address management for seasonal and numerous addresses.
Account Model:
Which Account Model generates cleaner interactions between standard objects? -
ANSWER Household.
Account Model:
Eric Wheeler is the Executive Director of the Universal Containers Foundation
(UCF). What is the ideal setup for his Contact and Account record relationships? -
ANSWER Contact Information for Eric Wheeler
Eric is the primary contact for the Wheeler household.
Eric's primary affiliation is with the UCF Organization Account.
Note from the NPSP documentation:
The Household Account model also enables organizational accounts (such as other
corporations, nonprofits, and religious groups), which are distinguished from
household accounts by specifying a distinct record type. While organizational
accounts can contain direct Contacts, we recommend that you add all of your
Contacts as members of a Household Account and then associate them with the
Organization Account via the Primary Affiliation option.
Account Model:
True or False: In contrast to prior models, the Household Account Model allows a
Donation to be attached to an Account and Contact without the need to reference or
"go out" to other objects.
Account Model:
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