Nonprofit Cloud Product Configuration - 22% Flashcards
Soft Credits - What happens in a situation where more than one automated soft credit rule applies?
An order of precedence is applied to avoid creating duplicate contact roles
Recurring Donations - What is the difference between Cash and Accrual Accounting?
Cash accounting - All income and expenses are recorded when the income is received or the expenses are paid.
Accrual accounting - All income and expenses are recorded when they are incurred, not when they are received or paid. For example, you would report your income when the money is pledged—not when it’s received. Likewise, you would report your expenses according to the date of the bill, not the day you pay the bill.
Recurring Donations - Based on an organization’s accounting type, what solution should be used to track a fixed-length donation?
For cash accounting, use a Fixed-Length Recurring Donation, which has multiple close dates corresponding to each “child” donation received. Tracking recurring donations in this way gives you a record date for each donation.
For accrual accounting, use a standard Salesforce Opportunity, which lets you have multiple “child” payments, but which has one close date for the entire opportunity. The single close date gives you the single accounting record date you need when using accrual accounting.
Recurring Donations - When should you use a Fixed-Length Recurring Donation instead of a standard Opportunity with multiple Payment records?
When the organisation uses Cash-based Accounting
Data Management - Salesforce Connect is recommended to be used when: (choose 3)
A) You need a large amount of data to be accessed at any given time
B) You need real-time access to the latest data
C) You need small amounts of data at any one time
D) You have a large amount of data that you don’t want to copy into your Salesforce org
B,C,D
GAU Allocations & Campaigns - Which of the following are true about the GAU allocations and campaigns? (choose 2)
A) Assigning a Campaign to or removing a Campaign from an existing Opportunity will modify the Opportunity’s allocations
B) New Opportunities assigned to a Campaign with allocations will automatically receive those allocations
C) Adding a new, modifying or deleting an existing allocation of a Campaign affects new Opportunities entered into the Campaign and the existing ones as well
D) An Opportunity with both a Campaign and a Recurring Donation will prioritise allocations from the Recurring Donation
B, D
Relationships - What is/are the steps to add Reciprocal Relationship to the list setting?
1) Update the Relationship Type picklist to add a new pickval
2) Create the Reciprocal Relationship in Reciprocal Relationship Settings
V4S - What kind of Salesforce user license do you need to use Volunteer for Salesforce?
Any user license that has at least ‘Read’ access to Campaigns
Data Management - What is not supported by NPSP Data Importer?
Recurring Donations
Multiple Payments
Relationships between contacts
Custom Objects
Relationships - Before adding a new Auto Created Relationship, an administrator must do the following…
1) Enable auto-creation of relationships options in Settings
2) Create a custom lookup field on either the Contact or the Campaign Member
Auto-created relationships allow a custom contact lookup field on the contact or campaign member objects to automatically trigger the creation of a new relationship type of your choice. Use the relationships auto-creation setting to have a new relationship automatically established between these two contacts.
Recurring Donations - Come with the following installment periods:
Weekly,Monthly, Quarterly, Yearly, 1st & 15th
NPSP Rollups - Legacy NPSP rollups do not use dated exchange rates and will continue to use the default exchange rate by currency even if Advanced Currency Management is enabled.
You can use dated exchange rates within Advanced Currency Management, but only with Customizable Rollups. Legacy NPSP rollups will continue to use the default exchange rate by currency even if ACM is enabled.
Account Management - The Household name is automatically updated if
Adding or removing a Contact from a Household
There is an update to any Contact field that’s included in the naming formula
Removing or deleting the last Contact in a Household making the Primary Contact field blank
NPSP Release - If an org uses and modifies the default NPSP or Salesforce Compact Layouts, its changes can be/will be overridden by an NPSP or Salesforce release. (True/False)
True
Access and Security - What is true about private folders?
Private folders are private to the user, with no admin access
Account Management - What happens when you delete an account? (choose 3)
A) NPSP deletes associated Relationships
B) NPSP deletes associated Recurring Donations
C) NPSP deletes associated Soft Credits
D) NPSP deletes associated Allocations
A,B,D
Levels - To set up Levels, what kind of data types are allowed for the Source Field (choose 2)
A) Picklist
B) Text
C) Currency
D) Number
C, D
Integrations - Salesforce Connect can use the following adapter(s) to connect to external data
Custom adapter created via Apex
OData 4.0 adapter
Cross-org adapter
V2MOM - What does V2MOM stand for?
Vision
Values
Methods
Obstacles
Measures
Roll-Ups - What is the way to enforce immediate Rollups at account level (choose 2)
A) Admin can run it using Recalculate Rollups
B) Using Rollups Donation batch under Bulk Data Processes
C) Object settings for the custom roll up field can enforce calculation
D) Rollups can manually be calculated and updated using settings
A) Admin can run it using Recalculate Rollups
B) Using Rollups Donation batch under Bulk Data Processes
Rollups are calculated in batch jobs as part of the nightly build. For information on the jobs, see Default Batch Job Names and Classes. But, if you need them updated sooner, you can manually recalculate the batches or recalculate an individual Account, Contact, Recurring Donation, or GAU’s rollups.
To manually recalculate the rollup batches: NPSP Settings > Bulk Data Processes > Rollup Donations Batch
Roll-Ups - When you choose First or Last operators for a single result operation rollup, how is the record determined?
1) You can choose any available date fields listed
2) It is determined based on the Date Field in the Advanced Customisations section
Environments - What are the data limits of the different types of Salesforce sandboxes?
Partial: 5GB files & 5GB data.
Developer Pro: 1GB of files and 1GB data.
Developer: 200MG of files & 200MB data.
Relationships - What are the Reciprocal methods while generating the reciprocal relationships?
1) List Setting
2) Value Inversion
Data Management - ABC Corp wants to import 6.5 million donor records into its Salesforce org, what is the most appropriate way to do so?
Use an ETL Tool from App Exchange
Opportunities - What opportunity record types are associated with Donation opportunity sales processes customized to non-profits
1) Donation
2) Memberships
3) Matched Donation
Recurring Donations - Recurring Donations Custom Field Mapping is used to copy custom fields from Recurring Donation records to
Child Opportunity Records
Address Management - When an address using Address Management is added to a Contact, by default, what Account address is automatically updated?
Account Billing Address
Customizable Rollups - If customizable rollups are enabled in your org, you’ll be able to select contact roles that are not even eligible for soft credit rollups. (True/False)
TRUE
When adding new Partial Soft Credits, you’ll only be able to select Contact Roles that are eligible for soft credit rollups. However, if Customizable Rollups is enabled in your org, you’ll see all Contact Roles (all the values listed in Setup | Contact Roles on Opportunities). Be sure to select one that you know is included in a Soft Credit Filter Rule.
Soft Credits - Why would Robert Bullard get soft credit for every donation made by someone who is related to him as a “friend”?
Automated Soft Credits are created for a Contact when the Contact is a Related Contact on a Relationship record with an individual donor.
Security - What are the two types of two-factor user authentication?
Policy Based & Service Based
Volunteers - What should you do to prevent sending multiple emails to contacts who might be working multiple shifts for a given job?
Select the Include Contact Only Once option on the Mass Email Volunteers page
Automation - How does Table-Driven Trigger Management (TDTM) use Load Order?
Load order controls the sequence in which Apex classes for the same object run
Data management - Salesforce Data Import wizard cannot import the following object
Opportunities
How does Shield Platform Encryption help in securing data?
It protects data in some standard fields, certain types of custom fields, files and search indexes.
It is an add-on feature to encrypt data at rest.
Data Management - With NPSP data import tool, the import flat file is first stored in a database in Data Import object
True
Address Management - What happens if you leave the Primary Address Type field blank?
The value will default to ‘Home’
Development - What are the three Application Lifecycle Management(ALM) development models?
Org, Package and Change set
Install & Configuration - What editions of Salesforce can NPSP be installed into?
Enterprise or Developer
Reporting - What are four dashboards included with NPSP?
- Development Analysis
- Development Forecasting
- Giving Range Analysis
Address Management - What is true when updating an Account’s Billing Address in an org where Organisational Account Address Management is enabled?
The address is not copied to the Contacts whose Account is in this org
Recurring Donations - If a donation is open ended …..
You can’t use a standard Salesforce Opportunity with multiple payments and you must use a Recurring Donation process
Address Management - NPSP does not support State and Country abbreviations on
1) Manage Household page
2) Data import object
GAU’s - General Account Units are used to allow donors to give to specific funds or causes. What is a business use-case for GAU’s?
I give £100 to Water Aid, and I decide I want 50% to go to a well project in Zimbabwe, and 50% to go to a village project in Haiti. My donations would then be attributed to the GAU via GAU allocations, linked to the Opportunity and if applicable, the Recurring Donation & Campaign.
Volunteers - How should an organisation make sure that Shifts show the correct time zone to the user viewing the shift on its website?
By setting the Job’s Volunteer Website Time Zone
There are multiple factors that affect time zones in V4S, so it’s important to understand how they work: When you save a Shift’s Start Date and Time, Salesforce assumes the time zone specified in your Salesforce user account, and saves the Date and Time internally in Greenwich Mean Time (GMT). If a Salesforce user views the Shift in Salesforce, the Shift Start Date and Time is displayed in the time zone specified in that user’s Salesforce account (even if it’s a different time zone than yours). When a person views the Shift on your website, either from the Job Calendar or Job Listing page, the Start Date and Time are based on the following (in order): The Job’s Volunteer Website Time Zone (if set) The Campaign’s Volunteer Website Time Zone (if set) The Site Guest User Profile’s Time Zone (if set) GMT So, if the Jobs/Shifts for a particular Campaign are in multiple time zones because they are in different locations, set the Volunteer Website Time Zone on the Job to ensure that the Start Date and Time appear in the correct time zone for the user viewing the Shift.
Roll-Ups - Target Objects on which custom roll ups can be calculated are: (choose 3)
Account, Contact and GAU
NOT Payment or Campaign
What is an example of an opportunity rollup field?
Total Gifts
What do opportunity records track in Nonprofit Success Pack?
Donations and Grants
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 ongoing contributions?
Open-Ended Recurring Donations
In Nonprofit Success Pack, which of these objects can allocations be applied to?
Campaigns
True or false: Allocations can only be set as a percentage of the donation.
False
Where can you use the “Send Email Acknowledgement” action in NPSP?
From an Opportunity record and from the Opportunities tab list view.
How can an organization create physical acknowledgments from NPSP?
By using a document generation app from the Salesforce AppExchange, or creating a report with the necessary information and using a mail merge tool.
What do you call roles that are assigned to a contact on a particular opportunity record.
Opportunity Contact Roles
How do you attribute soft credit to an individual in NPSP?
Assign the appropriate opportunity contact role.
Why doesn’t a contact’s soft credit rollup reflect a new total immediately after you enter relevant data in NPSP?
The soft credit rollup is calculated in a nightly batch.
How would you mark a donation (opportunity) as eligible for a matching gift in NPSP?
Mark the Matching Gift Status as Potential or Submitted.
What would you do to create a matching donation from a company?
Choose the Matching Gift record type and then click Find Matched Gifts.
What NPSP feature allows you to credit parts of a donation to multiple people?
Partial Soft Credits
True or false: Selecting the ‘Full’ radio button on the Manage Soft Credit detail page will allow you to enter a partial soft credit amount
False
What can be assigned with an engagement plan?
Tasks
By default, which of the following objects can you use with engagement plans?
Accounts, Contacts, Opportunities and Campaigns
What type of field is used to automatically calculate levels?
A number field
What can be accomplished automatically when combining levels with an engagement plan?
Moving stakeholders from one level to another.
Where does an engagement score pull data from?
Multiple fields
What feature helps you create Salesforce tasks to guide your staff toward reaching a goal?
Engagement Plans
If you wanted to develop personalized, automated marketing journeys with advanced segmentation, which product would you use?
Marketing Cloud Engagement for Non profits
Why should a non-profit organization use Marketing Cloud?
Nonprofit organizations have access to Marketing Cloud Engagement for Nonprofits, a purpose-built solution to help organizations of any size get started efficiently to create personalized stakeholder experiences through scalable email campaigns and data-driven insights. Its out-of-the box tools and message templates help you engage with your current supporters at scale faster than ever.
What setting needs to be enabled in Salesforce to make the most of email through NPSP?
Enhanced Email
Which Salesforce email feature allows you to send from a general email address or as the spokesperson of your organization?
Organization-wide email addresses
What feature can you use to insert information from a record into your email without using cut-and-paste?
Merge fields
True or false: Quick text inserts short, commonly used phrases into your email with a few clicks.
True
True or false: A history of emails sent through campaigns and list views is included on contact records.
True
What is TDTM?
TDTM stand for Table Driven Trigger Management and it allows you to disable specific pieces of code, and add your own custom code. TDTM allows organizations to grow and more easily add complexity to your databases while still maintaining control over the scope and sequence of your process automation.
What is the hierarchal structure for volunteer management?
Campaigns > Volunteer Jobs > Volunteer Shifts
How are volunteers connected to volunteer shifts?
Using Volunteer Hour records
What is a Program in NPSP?
Thematic grouping that consist of one or more services. These will include a name and goal.
What is a Service in NPSP?
Services are activities that make up your programs and how you measure what you do. These should include a name, and what we measure in.
What is a Program Engagement in NPSP?
Program Engagements: track the relationship between your participant and programs. These track anything from application through participation of the program completion (junction object of the program and contact/account/custom object - participant).
True or False?
In the context of volunteers, campaigns can represent either an individual event or an entire program.
True
How can you create a recurring shift?
On the Volunteer Job record’s related list create a job recurrence schedule record. This will automatically create the associated volunteer shift records.
How can you create a recurring volunteer?
On the Volunteer Job record’s related list create a volunteer recurrence schedule record. This will automatically create the associated volunteer hour records.
What is a key outcome of using Salesforce campaigns?
Track the status and performance of a call to action
Why is establishing a naming convention important for organizing campaigns?
Consistent names help your team find and report on campaigns.
How many levels can a campaign hierarchy contain?
A campaign hierarchy can contain a maximum of five levels in Salesforce, but there’s no reason to hit that limit if you don’t need to. Plus, some third-party online donation and event registration tools might impose constraints on your hierarchy, so be sure you understand those restrictions before you create your structure.
What’s a campaign hierarchy?
An association between campaigns that creates a parent/child relationship
What do you need to do to add a campaign to a campaign hierarchy?
Enter the name of the parent campaign in the Parent Campaign field.
What is a campaign member?
A contact or lead connected to a campaign in Nonprofit Success Pack
True or false: The campaign member status can be customized for every individual campaign.
True. This can be done on the “Campaign Member Statuses” related list
Which field on an opportunity record connects that donation with a campaign member record and updates its status?
Primary Campaign Source
How many campaign members can be added at once?
Add up to 200 contacts or leads from a list view or add up to 50,000 members from report results
The standard roll-up fields on campaign records can show you which total?
Responses
Which report type should you use to analyze your campaigns by average and maximum donation amount?
Opportunities
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?
Account/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 NPSP?
Household Account Model
Account Model:
Which of the Account Models are the legacy Models?
1-to-1
Individual or “Bucket” model
Account Model:
What is the Household Account Model?
One Household Account
One Primary Contact
Additional Contacts
Account Model:
What “sophisticated” management features does the Household Account Model support?
Contact management for multiple Household members
Address management for things like seasonal addresses and multiple Addresses
Account Model:
Which Account Model creates cleaner relationships with standard objects?
Household
Account Model:
Eric Wheeler is the Executive Director of Universal Containers Foundation (UCF). What would be the recommended configuration for his Contact and Account record relationships?
Contact record for Eric Wheeler
Eric is the Primary Contact for the Wheeler Household
Eric’s Primary Affiliation is to the UCF Organization Account
Account Model:
True or False: The Household Account Model allows a Donation to be tied to an Account and Contact without the need to reference or “go out” to other objects – unlike previous models
True
Account Model:
True or False: The Household Account Model allows a Donation to be tied to an Account and Contact without the need to reference or “go out” to other objects – unlike previous models
1-to-1 Account Model
Account Model:
What object is used in the Individual or “Bucket” Account Model to link Contacts within the single Individual Account to another Contact?
Household Object
Lead Conversion:
What standard steps are available when converting a Lead to a Contact?
- Define/Select the Record Owner
- Decide whether to send an email to the Owner
- Choose to Create a New Contact or Merge
- Choose to Create a new Household Account, Add to Existing Account, or Create new Organizational Account
- Choose Affiliated Account options: Affiliate with new, Affiliate with Existing, or None
- Choose to whether to create Opportunity or not
- Choose Converted status
Lead Conversion:
When you convert a Lead, standard fields map to Contact, Account, and Opportunity fields. But how do you map custom Lead fields?
Click Setup
Click Object Manager
Click Leads
Click Fields & Relationships
Map Lead Fields
Lead Conversion:
What happens to the Account field options if you choose to merge a Lead with an existing Contact?
The Account field options are not displayed since the Account will not be changed.
Lead Conversion:
If an Opportunity record is created during the conversion process, which Record Type is used?
The default record type for the user converting the lead.
Relationships:
How do you add a Reciprocal Relationship?
- Update the Relationship Type picklist field via Setup > Object Manager > Relationships > Fields & Relationships
- Create the Reciprocal Relationship mapping in NPSP Settings > Relationships > Relationship Reciprocal Settings
Relationships:
What data is needed to create a new Reciprocal Relationship entry?
Relationship Name (i.e., Brother)
Male Name (i.e., Brother)
Female Name (i.e., Brother)
Neutral Name (i.e., Sibling)
Relationships:
How are Reciprocal Relationships created/determined?
Based on the Contact’s Gender and the Relationship Type value
E.g., If a Contact who does not have a gender defined, the neutral value will be assigned to their Relationships
Relationships:
What objects can a Lookup field be added to for NPSP to automatically create Relationships? (I.e., a Referred By field)
If a Lookup field to the Contact object is added to either the Contact or Campaign Member objects, NPSP can automatically create Relationship records between the two Contacts.
To enable this, an admin must:
1. Add a Lookup (Contact) field to Contact or Campaign Member
2. Update the picklist values in the Relationship Type field on the Relationship object
3. Add Reciprocal Relationships in NPSP Settings
4. Follow config steps through NPSP Settings>Relationship Autocreation
Relationships:
What are the basic components that allow the Relationship functionality to work?
Relationship custom object
Relationship Type field on Relationship object
Gender field on Contact object
Reciprocal Relationships List in NPSP Settings
Apex
Health Check:
How would an admin run the Health Check in an NPSP org?
NPSP Settings > System Tools > Health Check > Run Health Check
Health Check:
What are common issues found when running a Health Check in an NPSP Org?
- Opportunity Contact Roles (duplicates)
- Account Data (Accounts without Contacts)
- Account Model Issues (Incorrect Data or Mixed models)
- Recurring Donation Data
- Household Object Data
- Contact Data (Contacts without Accounts)
Data Hygiene:
What task(s) can be done by an Admin OR Staff user weekly?
Review records created in the last week
Review Naming Conventions for compliance
Data Hygiene:
What task(s) can be done by an Admin weekly?
Review de-duplication setup
Setup Data Export
Data Hygiene:
What task(s) can be done by an Admin monthly?
Delete Fake or Test Records
Run Adoption Dashboards/Reports
Clean Report Folders and List Views
Run NPSP Health Check
Data Hygiene:
What task(s) can be done by Program Staff monthly?
Clean up Campaigns
Data Hygiene:
What task(s) can be done by an Admin annually?
Review Data Storage
Recurring Donations:
When should you use a Fixed-Length Recurring Donation instead of a standard Opportunity with multiple Payment records?
If the organization uses Cash-based Accounting.
Since the organization counts the money only when it is received, the multiple Close Dates for each child Donation record gives you a record date for each Donation you receive.
https://powerofus.force.com/articles/Resource/NPSP-Recur-v-Opp-Donation-Payments
Recurring Donations:
When should you use a standard Opportunity record with multiple Payment records instead of a Fixed-Length Recurring Donation record?
If the organization uses Accrual-based Accounting.
Since the organization counts the money when it is pledged or promised, you have the single date when the pledge or promise was made for Accounting purposes.
https://powerofus.force.com/articles/Resource/NPSP-Recur-v-Opp-Donation-Payments
Recurring Donations:
When should you use a Recurring Donation record instead of a standard Opportunity record with multiple Payment records?
If the donation or pledge is open-ended(does not have an end date) OR the organization uses Cash-based Accounting.
https://powerofus.force.com/articles/Resource/NPSP-Recur-v-Opp-Donation-Payments
Salesforce/NPSP Releases:
True or False: If you use and modify the default NPSP or Salesforce Compact Layouts, your changes can be/will be changed by an NPSP or Salesforce release.
True
The issue is that packaged Compact Layouts, unlike regular page layouts, get push upgraded whether you like it or not. This means that with any upgrades to NPSP, HEDA, or other Salesforce products, Compact Layouts for Accounts, Contacts, and other objects get pushed to your organization, overwriting any customizations you may have made. Which can lead to a lot of confusion, not to mention downright aggravation.
Address Management:
True or False: When enabling State and Country picklists, NPSP does not support default Country values
True
Configuring a default Country value can cause an error if you select a Country that isn’t the default.
Address Management:
True or False: When enabling State and Country picklists, a user must use pre-defined State and Country abbreviations on Address records.
True
On Address records, use the same abbreviations for State and Country as defined in the State and Country Picklists configuration. NPSP will write the full name of the State and Country on related Accounts and Contacts. For example, if you use both US and WA on the Address record you get United States and Washington on the Account and Contact records. If you use alternate spellings, NPSP will display an error.
Address Management:
True or False: For Household Accounts, Address Management functionality is enabled by default.
True
Address Management:
True or False: For Organization Accounts, Address Management functionality is not enabled by default.
True
Address Management:
What are the General Setting options for Address Management in NPSP Settings?
- Household Account Addresses Disabled
- Organizational Account Addresses Enabled
- Simple Address Change Treated as Update
Address Management:
When an address using Address Management is added to a Contact, by default, what Account address is automatically updated?
Account’s Billing Address
Address Management:
What NPSP field on the Contact record determines which Address record is used as the Contact’s Mailing Address?
Primary Address Type
Address Management:
What NPSP field on the Contact record determines which Address record is used as the Contact’s Other Address?
Secondary Address Type
Address Management:
What NPSP field on the Contact record is used to keep a Household’s address from automatically updating to Contact’s record?
Address Override
Sometimes a Contact wants to receive mailings at an address other than their Household address. In this case, select the Address Override field to prevent the Household Address from being copied to the Contact’s Mailing Address.
Address Management:
What happens if you leave the Primary Address Type field blank?
The value will default to Home
Address Management:
What’s the recommended way to update a Household’s address?
Click the Manage Household button on the Account, and use the Change Address button.
Address Management:
What are three (3) ways that a user can update a Household’s address?
- Click the Manage Household button on the Account > click Change Address button
- Update the Mailing Address on one of the Contact records
- Create a new Address record from the Addresses related list on the Account and set it as the default address
Address Management:
What happens when you update the address of a Household?
- A new Address record is created and set as default
- Any address marked as default is unchecked
- The Billing Address (Account) and Mailing Address (Contact) on any Household Contact’s record is automatically updated*
Address Management:
Besides the relationship to the Contact and Account, what data points need to be set for Seasonal Addresses?
Address Type
Seasonal Start Date
Seasonal End Date
Address Management:
When updating an Account’s Billing Address, what’s the major difference in a org where Organizational Account Address Management is enabled?
The address is NOT copied to Contacts whose Account is the Organization’s.
When a Contact is directly associated with an Organization Account via the Contact’s Account field, standard Salesforce functionality copies the Account’s billing address to the Contact’s mailing address when the Contact is created. However, unlike with Household Accounts, an address update on an Organization Account does not trigger an address update on related Contact records. This means that even if the business moves and you update the Account address accordingly, the Mailing Address on a related Contact will not automatically be updated.
Address Management:
What steps should be taken if an org wants to delete existing Address records?
Back up Contacts, Accounts, and Address records
Installing NPSP:
What Salesforce editions is an admin advised not to install NPSP into?
Professional, Group, or Performance
If you obtained a “clean slate” Salesforce trial directly from salesforce.com, you might have Professional or Group Edition. Before attempting to install the Nonprofit Success Pack, check your edition. In Salesforce Setup, enter Company Information in the Quick Find box, then click Company Information. Look for the Organization Edition field.
Installing NPSP:
True or False: NPSP should always be installed in an ‘empty’ org.
True
Post-NPSP Install:
What are the steps required if an admin installs NPSP into a new org vs. signing up for a Trial org?
- Update Opportunity Sales Processes, Record Types, and Stages
- Assign New Record Types to Profiles
- Edit Page Layouts with NPSP fields
- Assign Page Layouts to Profiles
- Override the Lead Conversion button on the Lead Page Layout
- Run Health Check
Customizable Rollups:
When creating a rollup operation with a single result, what operation options are available?
First
Last
Largest
Smallest
Best Year
Best Year Total
Years Donated
Donor Streak
Customizable Rollups:
When creating a rollup operation that aggregates a field value, what operation options are available?
Sum
Average
Count
Customizable Rollups:
When you choose First or Last operators for a single result field, how is the record determined?
The First or Last record are determined based on the Date Field in the Advanced Customizations section. You can choose any of the available date fields listed.
Customizable Rollups:
What are the main components that need to be configured for a customizable rollup?
Target Object
Target Field
Operation
Time Frame
Rollup Type (Hard Credit or Soft Credit)
Filter Group
Advanced Customization
Field to Roll Up
Amount Field
