Nonprofit Consultant Exam Flashcards
By default, what is the new household name?
Last name of newly created Contact
By default, when are formal & informal greetings created/updated?
When you add more Contacts
Where do formal & informal greetings info live?
Household Account record
NPSP relationships - diff b/w “List Setting” & “Value Inversion”
List Setting - default, uses a list of determine what the reciprocal relationship should be created as
Value Inversion - no list to maintain, just inverts the value on the Type picklist
Where do you edit Opportunity Stages?
- Add/remove options from “Stage” picklist: edit regular Opportunity “Stage” field
- Adjust which values are available for which record types: Setup -> Sales Processes
Developer Sandbox: capacity & refresh interval
Capacity: 200 MB of data
Refresh interval: 1 day
Developer Pro Sandbox: capacity & refresh interval
Capacity: 1 GB of data
Refresh interval: 1 day
Partial Copy Sandbox: capacity & refresh interval
Capacity: 5 GB of data
Refresh interval: 5 days
Full Sandbox: capacity & refresh interval
Capacity: same as source
Refresh interval: 29 days
Data Import Wizard limitations
- Up to 50k records (and 100 MB)
- CAN import these objs: Accounts, contacts, leads, campaign members, solutions, custom objects
- CANNOT import these objs: assets, cases, campaigns, contracts, docs, opptys, products
Data Loader limitations
- Up to 5 million records
- Updates all objs