Npsp exam - Study guides, Class notes & Summaries

Data Model: What standard objects does NPSP leverage? ~~> Account Contact Opportunity Opportunity Contact Roles Tasks/Activities Account Model: What are the Account Model options? ~~> Household 1-to-1 Individual or "Bucket" model Data Model: What custom objects does NPSP add? 2 | P a g e | © copyright 2024/2025 | Grade A+ Master01 | September, 2024/2025 | Latest update ~~> Account/Contact Management: Addresses Affiliations Household Relationships Donation Manage...

Features only available in the household account model answer:- 1. address management 2. Customizable rollups 3. NPSP data import utiity What sophisticated features does the household account model support? answer:- Contact management for multiple household members Address management for seasonal addresses 1 to 1 account model works how answer:- Works by creating an account object for each contact you create (1 contact, 1 account). How does the individual account mo...

Triggers come standard with NPSP, and TDTM is the framework for managing them. - In practice, TDTM has several uses. TDTM lets you: Disable specific pieces of code Build your own custom code that works in conjunction with NPSP Control the order in which the code executes Disable Specific Pieces of Code - You might need to disable code when you: Import large sets of data (many thousands of records at once) Integrate with external systems Troubleshoot code errors Create...

5 basic phases to a SF Implementation ANS: - -Plan & Prepare -Setup & Customize -Test & Deploy SF -Drive Adoption -Continuously Improve Plan & Prepare: What general roles should be on the team? ANS: - -Executive Sponsor -Business Process Owner -System Admin -Data Analyst -Champion/Power-User What are the two most widely used implementation approaches? ANS: - -Waterfall -Agile Describe waterfall implementation ANS: - - traditional, phased, sequential - everythin...

Batching - Setup and process donation import batches with specific configurations. This is useful for organizations that have donations coming in from multiple events, campaigns or integrations. Scheduling - Process batches in the scheduled tasks that NPSP does each night or configure a new time, date or frequency. This allows administrators to save time by not having to manually process records and instead automate processes even further. Custom Post Processing - After batch reco...

Features only available in the household account model answer:- 1. address management 2. Customizable rollups 3. NPSP data import utiity What sophisticated features does the household account model support? answer:- Contact management for multiple household members Address management for seasonal addresses 1 to 1 account model works how answer:- Works by creating an account object for each contact you create (1 contact, 1 account). How does the individual account mo...

Use Data Loader when: - You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner product. You need to load into an object that is not yet supported by the import wizards. You want to schedule regular data loads, such as nightly imports. You want to export your data for backup purposes....

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NPSP Beta Exam 2022 with complete solution

Triggers come standard with NPSP, and TDTM is the framework for managing them. - In practice, TDTM has several uses. TDTM lets you: Disable specific pieces of code Build your own custom code that works in conjunction with NPSP Control the order in which the code executes Disable Specific Pieces of Code - You might need to disable code when you: Import large sets of data (many thousands of records at once) Integrate with external systems Troubleshoot code errors Create...