Nonprofit Cloud Product Configuration - 22%

Question 1

Soft Credits - What happens in a situation where more than one automated soft credit rule applies?

Answer 1

An order of precedence is applied to avoid creating duplicate contact roles

Question 2

Recurring Donations - What is the difference between Cash and Accrual Accounting?

Answer 2

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.

Question 3

Recurring Donations - Based on an organization’s accounting type, what solution should be used to track a fixed-length donation?

Answer 3

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.

Question 4

Recurring Donations - When should you use a Fixed-Length Recurring Donation instead of a standard Opportunity with multiple Payment records?

Answer 4

When the organisation uses Cash-based Accounting

Question 5

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

Answer 5

B,C,D

Question 6

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

Answer 6

B, D

Question 7

Relationships - What is/are the steps to add Reciprocal Relationship to the list setting?

Answer 7

1) Update the Relationship Type picklist to add a new pickval

2) Create the Reciprocal Relationship in Reciprocal Relationship Settings

Question 8

V4S - What kind of Salesforce user license do you need to use Volunteer for Salesforce?

Answer 8

Any user license that has at least ‘Read’ access to Campaigns

Question 9

Data Management - What is not supported by NPSP Data Importer?

Answer 9

Recurring Donations

Multiple Payments

Relationships between contacts

Custom Objects

Question 10

Relationships - Before adding a new Auto Created Relationship, an administrator must do the following…

Answer 10

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.

Question 11

Recurring Donations - Come with the following installment periods:

Answer 11

Weekly,Monthly, Quarterly, Yearly, 1st & 15th

Question 12

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.

Answer 12

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.

Question 13

Account Management - The Household name is automatically updated if

Answer 13

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

Question 14

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)

Answer 14

True

Question 15

Access and Security - What is true about private folders?

Answer 15

Private folders are private to the user, with no admin access

Question 16

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

Answer 16

A,B,D

Question 17

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

Answer 17

C, D

Question 18

Integrations - Salesforce Connect can use the following adapter(s) to connect to external data

Answer 18

Custom adapter created via Apex

OData 4.0 adapter

Cross-org adapter

Question 19

V2MOM - What does V2MOM stand for?

Answer 19

Vision

Values

Methods

Obstacles

Measures

Question 20

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

Answer 20

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

Question 21

Roll-Ups - When you choose First or Last operators for a single result operation rollup, how is the record determined?

Answer 21

1) You can choose any available date fields listed
2) It is determined based on the Date Field in the Advanced Customisations section

Question 22

Environments - What are the data limits of the different types of Salesforce sandboxes?

Answer 22

Partial: 5GB files & 5GB data.

Developer Pro: 1GB of files and 1GB data.

Developer: 200MG of files & 200MB data.

Question 23

Relationships - What are the Reciprocal methods while generating the reciprocal relationships?

Answer 23

1) List Setting

2) Value Inversion

Question 24

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?

Answer 24

Use an ETL Tool from App Exchange

Question 25

Opportunities - What opportunity record types are associated with Donation opportunity sales processes customized to non-profits

Answer 25

1) Donation 2) Memberships 3) Matched Donation

Question 26

Recurring Donations - Recurring Donations Custom Field Mapping is used to copy custom fields from Recurring Donation records to

Answer 26

Child Opportunity Records

Question 27

Address Management - When an address using Address Management is added to a Contact, by default, what Account address is automatically updated?

Answer 27

Account Billing Address

Question 28

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)

Answer 28

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.

Question 29

Soft Credits - Why would Robert Bullard get soft credit for every donation made by someone who is related to him as a "friend"?

Answer 29

Automated Soft Credits are created for a Contact when the Contact is a Related Contact on a Relationship record with an individual donor.

Question 30

Security - What are the two types of two-factor user authentication?

Answer 30

Policy Based & Service Based

Question 31

Volunteers - What should you do to prevent sending multiple emails to contacts who might be working multiple shifts for a given job?

Answer 31

Select the Include Contact Only Once option on the Mass Email Volunteers page

Question 32

Automation - How does Table-Driven Trigger Management (TDTM) use Load Order?

Answer 32

Load order controls the sequence in which Apex classes for the same object run

Question 33

Data management - Salesforce Data Import wizard cannot import the following object

Answer 33

Opportunities

Question 34

How does Shield Platform Encryption help in securing data?

Answer 34

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.

Question 35

Data Management - With NPSP data import tool, the import flat file is first stored in a database in Data Import object

Answer 35

True

Question 36

Address Management - What happens if you leave the Primary Address Type field blank?

Answer 36

The value will default to 'Home'

Question 37

Development - What are the three Application Lifecycle Management(ALM) development models?

Answer 37

Org, Package and Change set

Question 38

Install & Configuration - What editions of Salesforce can NPSP be installed into?

Answer 38

Enterprise or Developer

Question 39

Reporting - What are four dashboards included with NPSP?

Answer 39

- Development Analysis - Development Forecasting - Giving Range Analysis

Question 40

Address Management - What is true when updating an Account's Billing Address in an org where Organisational Account Address Management is enabled?

Answer 40

The address is not copied to the Contacts whose Account is in this org

Question 41

Recurring Donations - If a donation is open ended .....

Answer 41

You can't use a standard Salesforce Opportunity with multiple payments and you must use a Recurring Donation process

Question 42

Address Management - NPSP does not support State and Country abbreviations on

Answer 42

1) Manage Household page 2) Data import object

Question 43

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?

Answer 43

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.

Question 44

Volunteers - How should an organisation make sure that Shifts show the correct time zone to the user viewing the shift on its website?

Answer 44

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.

Question 45

Roll-Ups - Target Objects on which custom roll ups can be calculated are: (choose 3)

Answer 45

Account, Contact and GAU NOT Payment or Campaign

Question 46

What is an example of an opportunity rollup field?

Answer 46

Total Gifts

Question 47

What do opportunity records track in Nonprofit Success Pack?

Answer 47

Donations and Grants

Question 48

What happens when all payments associated with an opportunity are marked as paid?

Answer 48

The opportunity stage is automatically changed to Closed Won or your organization's configured status.

Question 49

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?

Answer 49

Open-Ended Recurring Donations

Question 50

In Nonprofit Success Pack, which of these objects can allocations be applied to?

Answer 50

Campaigns

Question 51

True or false: Allocations can only be set as a percentage of the donation.

Answer 51

False

Question 52

Where can you use the "Send Email Acknowledgement" action in NPSP?

Answer 52

From an Opportunity record and from the Opportunities tab list view.

Question 53

How can an organization create physical acknowledgments from NPSP?

Answer 53

By using a document generation app from the Salesforce AppExchange, or creating a report with the necessary information and using a mail merge tool.

Question 54

What do you call roles that are assigned to a contact on a particular opportunity record.

Answer 54

Opportunity Contact Roles

Question 55

How do you attribute soft credit to an individual in NPSP?

Answer 55

Assign the appropriate opportunity contact role.

Question 56

Why doesn't a contact's soft credit rollup reflect a new total immediately after you enter relevant data in NPSP?

Answer 56

The soft credit rollup is calculated in a nightly batch.

Question 57

How would you mark a donation (opportunity) as eligible for a matching gift in NPSP?

Answer 57

Mark the Matching Gift Status as Potential or Submitted.

Question 58

What would you do to create a matching donation from a company?

Answer 58

Choose the Matching Gift record type and then click Find Matched Gifts.

Question 59

What NPSP feature allows you to credit parts of a donation to multiple people?

Answer 59

Partial Soft Credits

Question 60

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

Answer 60

False

Question 61

What can be assigned with an engagement plan?

Answer 61

Tasks

Question 62

By default, which of the following objects can you use with engagement plans?

Answer 62

Accounts, Contacts, Opportunities and Campaigns

Question 63

What type of field is used to automatically calculate levels?

Answer 63

A number field

Question 64

What can be accomplished automatically when combining levels with an engagement plan?

Answer 64

Moving stakeholders from one level to another.

Question 65

Where does an engagement score pull data from?

Answer 65

Multiple fields

Question 66

What feature helps you create Salesforce tasks to guide your staff toward reaching a goal?

Answer 66

Engagement Plans

Question 67

If you wanted to develop personalized, automated marketing journeys with advanced segmentation, which product would you use?

Answer 67

Marketing Cloud Engagement for Non profits

Question 68

Why should a non-profit organization use Marketing Cloud?

Answer 68

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.

Question 69

What setting needs to be enabled in Salesforce to make the most of email through NPSP?

Answer 69

Enhanced Email

Question 70

Which Salesforce email feature allows you to send from a general email address or as the spokesperson of your organization?

Answer 70

Organization-wide email addresses

Question 71

What feature can you use to insert information from a record into your email without using cut-and-paste?

Answer 71

Merge fields

Question 72

True or false: Quick text inserts short, commonly used phrases into your email with a few clicks.

Answer 72

True

Question 73

True or false: A history of emails sent through campaigns and list views is included on contact records.

Answer 73

True

Question 74

What is TDTM?

Answer 74

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.

Question 75

What is the hierarchal structure for volunteer management?

Answer 75

Campaigns > Volunteer Jobs > Volunteer Shifts

Question 76

How are volunteers connected to volunteer shifts?

Answer 76

Using Volunteer Hour records

Question 77

What is a Program in NPSP?

Answer 77

Thematic grouping that consist of one or more services. These will include a name and goal.

Question 78

What is a Service in NPSP?

Answer 78

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.

Question 79

What is a Program Engagement in NPSP?

Answer 79

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).

Question 80

True or False? In the context of volunteers, campaigns can represent either an individual event or an entire program.

Answer 80

True

Question 81

How can you create a recurring shift?

Answer 81

On the Volunteer Job record's related list create a job recurrence schedule record. This will automatically create the associated volunteer shift records.

Question 82

How can you create a recurring volunteer?

Answer 82

On the Volunteer Job record's related list create a volunteer recurrence schedule record. This will automatically create the associated volunteer hour records.

Question 83

What is a key outcome of using Salesforce campaigns?

Answer 83

Track the status and performance of a call to action

Question 84

Why is establishing a naming convention important for organizing campaigns?

Answer 84

Consistent names help your team find and report on campaigns.

Question 85

How many levels can a campaign hierarchy contain?

Answer 85

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.

Question 86

What's a campaign hierarchy?

Answer 86

An association between campaigns that creates a parent/child relationship

Question 87

What do you need to do to add a campaign to a campaign hierarchy?

Answer 87

Enter the name of the parent campaign in the Parent Campaign field.

Question 88

What is a campaign member?

Answer 88

A contact or lead connected to a campaign in Nonprofit Success Pack

Question 89

True or false: The campaign member status can be customized for every individual campaign.

Answer 89

True. This can be done on the "Campaign Member Statuses" related list

Question 90

Which field on an opportunity record connects that donation with a campaign member record and updates its status?

Answer 90

Primary Campaign Source

Question 91

How many campaign members can be added at once?

Answer 91

Add up to 200 contacts or leads from a list view or add up to 50,000 members from report results

Question 92

The standard roll-up fields on campaign records can show you which total?

Answer 92

Responses

Question 93

Which report type should you use to analyze your campaigns by average and maximum donation amount?

Answer 93

Opportunities

Question 94

Data Model: What standard objects does NPSP leverage?

Answer 94

Account Contact Opportunity Opportunity Contact Roles Tasks/Activities

Question 95

Account Model: What are the Account Model options?

Answer 95

Household 1-to-1 Individual or "Bucket" model

Question 96

Data Model: What custom objects does NPSP add?

Answer 96

Account/Contact Management: Addresses Affiliations Household Relationships Donation Management: Payments Recurring Donations Partial Soft Credits Levels Activity Management: Engagement Plans Engagement Plan Templates

Question 97

Account Model: What is the default Account Model in NPSP?

Answer 97

Household Account Model

Question 98

Account Model: Which of the Account Models are the legacy Models?

Answer 98

1-to-1 Individual or "Bucket" model

Question 99

Account Model: What is the Household Account Model?

Answer 99

One Household Account One Primary Contact Additional Contacts

Question 100

Account Model: What "sophisticated" management features does the Household Account Model support?

Answer 100

Contact management for multiple Household members Address management for things like seasonal addresses and multiple Addresses

Question 101

Account Model: Which Account Model creates cleaner relationships with standard objects?

Answer 101

Household

Question 102

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?

Answer 102

Contact record for Eric Wheeler Eric is the Primary Contact for the Wheeler Household Eric's Primary Affiliation is to the UCF Organization Account

Question 103

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

Answer 103

True

Question 104

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

Answer 104

1-to-1 Account Model

Question 105

Account Model: What object is used in the Individual or "Bucket" Account Model to link Contacts within the single Individual Account to another Contact?

Answer 105

Household Object

Question 106

Lead Conversion: What standard steps are available when converting a Lead to a Contact?

Answer 106

1. Define/Select the Record Owner 2. Decide whether to send an email to the Owner 3. Choose to Create a New Contact or Merge 4. Choose to Create a new Household Account, Add to Existing Account, or Create new Organizational Account 5. Choose Affiliated Account options: Affiliate with new, Affiliate with Existing, or None 6. Choose to whether to create Opportunity or not 7. Choose Converted status

Question 107

Lead Conversion: When you convert a Lead, standard fields map to Contact, Account, and Opportunity fields. But how do you map custom Lead fields?

Answer 107

Click Setup Click Object Manager Click Leads Click Fields & Relationships Map Lead Fields

Question 108

Lead Conversion: What happens to the Account field options if you choose to merge a Lead with an existing Contact?

Answer 108

The Account field options are not displayed since the Account will not be changed.

Question 109

Lead Conversion: If an Opportunity record is created during the conversion process, which Record Type is used?

Answer 109

The default record type for the user converting the lead.

Question 110

Relationships: How do you add a Reciprocal Relationship?

Answer 110

1. Update the Relationship Type picklist field via Setup > Object Manager > Relationships > Fields & Relationships 2. Create the Reciprocal Relationship mapping in NPSP Settings > Relationships > Relationship Reciprocal Settings

Question 111

Relationships: What data is needed to create a new Reciprocal Relationship entry?

Answer 111

Relationship Name (i.e., Brother) Male Name (i.e., Brother) Female Name (i.e., Brother) Neutral Name (i.e., Sibling)

Question 112

Relationships: How are Reciprocal Relationships created/determined?

Answer 112

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

Question 113

Relationships: What objects can a Lookup field be added to for NPSP to automatically create Relationships? (I.e., a Referred By field)

Answer 113

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

Question 114

Relationships: What are the basic components that allow the Relationship functionality to work?

Answer 114

Relationship custom object Relationship Type field on Relationship object Gender field on Contact object Reciprocal Relationships List in NPSP Settings Apex

Question 115

Health Check: How would an admin run the Health Check in an NPSP org?

Answer 115

NPSP Settings > System Tools > Health Check > Run Health Check

Question 116

Health Check: What are common issues found when running a Health Check in an NPSP Org?

Answer 116

1. Opportunity Contact Roles (duplicates) 2. Account Data (Accounts without Contacts) 3. Account Model Issues (Incorrect Data or Mixed models) 4. Recurring Donation Data 5. Household Object Data 6. Contact Data (Contacts without Accounts)

Question 117

Data Hygiene: What task(s) can be done by an Admin OR Staff user weekly?

Answer 117

Review records created in the last week Review Naming Conventions for compliance

Question 118

Data Hygiene: What task(s) can be done by an Admin weekly?

Answer 118

Review de-duplication setup Setup Data Export

Question 119

Data Hygiene: What task(s) can be done by an Admin monthly?

Answer 119

Delete Fake or Test Records Run Adoption Dashboards/Reports Clean Report Folders and List Views Run NPSP Health Check

Question 120

Data Hygiene: What task(s) can be done by Program Staff monthly?

Answer 120

Clean up Campaigns

Question 121

Data Hygiene: What task(s) can be done by an Admin annually?

Answer 121

Review Data Storage

Question 122

Recurring Donations: When should you use a Fixed-Length Recurring Donation instead of a standard Opportunity with multiple Payment records?

Answer 122

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

Question 123

Recurring Donations: When should you use a standard Opportunity record with multiple Payment records instead of a Fixed-Length Recurring Donation record?

Answer 123

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

Question 124

Recurring Donations: When should you use a Recurring Donation record instead of a standard Opportunity record with multiple Payment records?

Answer 124

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

Question 125

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.

Answer 125

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.

Question 126

Address Management: True or False: When enabling State and Country picklists, NPSP does not support default Country values

Answer 126

True Configuring a default Country value can cause an error if you select a Country that isn't the default.

Question 127

Address Management: True or False: When enabling State and Country picklists, a user must use pre-defined State and Country abbreviations on Address records.

Answer 127

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.

Question 128

Address Management: True or False: For Household Accounts, Address Management functionality is enabled by default.

Answer 128

True

Question 129

Address Management: True or False: For Organization Accounts, Address Management functionality is not enabled by default.

Answer 129

True

Question 130

Address Management: What are the General Setting options for Address Management in NPSP Settings?

Answer 130

1. Household Account Addresses Disabled 2. Organizational Account Addresses Enabled 3. Simple Address Change Treated as Update

Question 131

Address Management: When an address using Address Management is added to a Contact, by default, what Account address is automatically updated?

Answer 131

Account's Billing Address

Question 132

Address Management: What NPSP field on the Contact record determines which Address record is used as the Contact's Mailing Address?

Answer 132

Primary Address Type

Question 133

Address Management: What NPSP field on the Contact record determines which Address record is used as the Contact's Other Address?

Answer 133

Secondary Address Type

Question 134

Address Management: What NPSP field on the Contact record is used to keep a Household's address from automatically updating to Contact's record?

Answer 134

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.

Question 135

Address Management: What happens if you leave the Primary Address Type field blank?

Answer 135

The value will default to Home

Question 136

Address Management: What's the recommended way to update a Household's address?

Answer 136

Click the Manage Household button on the Account, and use the Change Address button.

Question 137

Address Management: What are three (3) ways that a user can update a Household's address?

Answer 137

1. Click the Manage Household button on the Account > click Change Address button 2. Update the Mailing Address on one of the Contact records 3. Create a new Address record from the Addresses related list on the Account and set it as the default address

Question 138

Address Management: What happens when you update the address of a Household?

Answer 138

1. A new Address record is created and set as default 2. Any address marked as default is unchecked 3. The Billing Address (Account) and Mailing Address (Contact) on any Household Contact's record is automatically updated*

Question 139

Address Management: Besides the relationship to the Contact and Account, what data points need to be set for Seasonal Addresses?

Answer 139

Address Type Seasonal Start Date Seasonal End Date

Question 140

Address Management: When updating an Account's Billing Address, what's the major difference in a org where Organizational Account Address Management is enabled?

Answer 140

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.

Question 141

Address Management: What steps should be taken if an org wants to delete existing Address records?

Answer 141

Back up Contacts, Accounts, and Address records

Question 142

Installing NPSP: What Salesforce editions is an admin advised not to install NPSP into?

Answer 142

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.

Question 143

Installing NPSP: True or False: NPSP should always be installed in an 'empty' org.

Answer 143

True

Question 144

Post-NPSP Install: What are the steps required if an admin installs NPSP into a new org vs. signing up for a Trial org?

Answer 144

1. Update Opportunity Sales Processes, Record Types, and Stages 2. Assign New Record Types to Profiles 3. Edit Page Layouts with NPSP fields 4. Assign Page Layouts to Profiles 5. Override the Lead Conversion button on the Lead Page Layout 6. Run Health Check

Question 145

Customizable Rollups: When creating a rollup operation with a single result, what operation options are available?

Answer 145

First Last Largest Smallest Best Year Best Year Total Years Donated Donor Streak

Question 146

Customizable Rollups: When creating a rollup operation that aggregates a field value, what operation options are available?

Answer 146

Sum Average Count

Question 147

Customizable Rollups: When you choose First or Last operators for a single result field, how is the record determined?

Answer 147

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.

Question 148

Customizable Rollups: What are the main components that need to be configured for a customizable rollup?

Answer 148

Target Object Target Field Operation Time Frame Rollup Type (Hard Credit or Soft Credit) Filter Group Advanced Customization Field to Roll Up Amount Field