Salesforce nonprofit - Study guides, Class notes & Summaries

Salesforce Nonprofit Cloud Consultant Certification Prep Questions With Complete Solutions

A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2 answers: A. The organization should change existing Opportunities to the new naming convention through an upsert. B. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action. C. The organization should change existing Opportunities to the new naming ...

A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2 answers: A. The organization should change existing Opportunities to the new naming convention through an upsert. B. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action. C. The organization should change existing Opportunities to the new n...

What is an example of an opportunity rollup field? Total gifts What do opportunity records track in Nonprofit Success Pack? Grants and donations Brainpower Read More Previous Play Next Rewind 10 seconds Move forward 10 seconds Unmute 0:00 / 0:00 Full screen What happens when all payments associated with an opportunity are marked as paid? The opportunity stage is automatically changed to Closed Won or your organization's configured status. A donor has genero...

A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2 answers: A. The organization should change existing Opportunities to the new naming convention through an upsert. B. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action. C. The organization should change existing Opportunities to the new naming ...

What is an example of an opportunity rollup field? Total gifts What do opportunity records track in Nonprofit Success Pack? Grants and donations What happens when all payments associated with an opportunity are marked as paid? The opportunity stage is automatically changed to Closed Won or your organization's configured status. A donor has generously offered to give $100 every month to sponsor a program recipient, with no end date specified. Which tool should you use to record these on...

A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project. What should a consultant recommend for the foundation to track progress? A. Create a custom object for year and a custom object for project to track. B. Create a Campaign hierarchy for project and year. C. Create reports with bucketi...

Salesforce Nonprofit Cloud Consultant Certification Questions And Answers

NPSP Exam: Nonprofit Cloud Solution Design (20%) UPDATED ACTUAL Questions and CORRECT Answers When would you use accounting subledger? - CORRECT ANSWER- mismatch between your accounting system and SFDC What does Accounting Subledger do? - CORRECT ANSWER- Consolidates data between your Salesforce CRM and your account system. Custom mappings allow data to be exported to almost any accounting system

A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2 answers: A. The organization should change existing Opportunities to the new naming convention through an upsert. B. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action. C. The organization should change existing Opportunities to the new naming ...