A nonprofit organization wants the 15th of the month listed as the Close Date for all recurring donations and has selected the 15th in the Day of the Month picklist. In reviewing Recurring Donation Opportunities it is found that some of the Opportunities have close dates at the end of the month.
Which action should the consultant take to troubleshoot this issue?
A. Check the Recurring Donation batch size.
B. Check the Error Log.
C. Check if the "Always use last day of the month" field is selected.
D. Check if the Custom Installment record was modified
A nonprofit organization wants to automatically generate an Opportunity whenever a Lead is converted.
What should the consultant do to meet this requirement?
A. Select the "Create an Opportunity on Lead Convert" checkbox in NPSP Settings.
B. Write a trigger that automatically generates an Opportunity on Lead conversion.
C. Install a third-party app from the AppExchange that converts leads to any other object.
D. Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.
A nonprofit runs a workforce development program for its clients. Job seekers contact the nonprofit via phone, web, and email. The nonprofit wants to track each engagement separately from start to finish. The nonprofit needs to assign job seekers to case managers.
What solution should the consultant propose?
A. Create a custom junction object between Contact and Case for the assignment and customize workflow rules.
B. Enable web-to-case and customize cases and assignment rules.
C. Create a custom multi-select picklist field to track the assignment and customize related lists.
D. Enable web-to-lead and customize leads and assignment rules.
An international nonprofit organization works across six different countries in Europe and Africa. The organization relies heavily on volunteers in each country to support its work and wants volunteers to be able to sign up for volunteer jobs on its website.
What is a consideration when setting up Volunteers for Salesforce given this context?
A. Set up a different Site in Volunteers for Salesforce for each country and set the time zone for the Site to the local time zone so all events will appear as the correct time for the time zone.
B. Add text to the Volunteers for Salesforce website informing all volunteers that all time for volunteer jobs and shifts is shown in the time zone of the headquarters and they need to convert the time to their local time zone.
C. Remove the Start Time and End Time fields from the website template and put the times in the description in the local time zone.
D. Set the Volunteer Job's Website Time Zone field value to the time zone in which the job will take place when creating Volunteer Jobs.
What does a consultant need to enable and deploy before using Advanced Mapping in NPSP?
A. Delegated Administration
B. My Domain
C. Custom triggers
D. Customizable Rollups
A consultant began an implementation project with a nonprofit that is new to Salesforce. The nonprofit's leadership is hesitant to spend time at the beginning of the project on change management. What are three reasons the consultant can share to emphasize the value and importance of governance? Choose 3 answers
A. Cost savings
B. Compliance
C. Security
D. Technical Interoperability
E. Delivery Speed
A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments. What should the consultant do to correctly match the Payments to the Opportunities?
A. Set the Stage field to "Closed Lost".
B. Delete the automatically created payments.
C. heck the Do Not Automatically Create Payment field.
D. Change the Opportunity record type to an excluded value.
A nonprofit needs a marketing automation tool. They want to segment and target supporters over time, based on the supporters' engagement and how they interact with the nonprofit's emails. The nonprofit needs to create emails using Lightning Email Templates.
Which marketing automation tool should a consultant recommend?
A. List Emails
B. Salesforce Flow
C. Email Studio
D. Pardot
A nonprofit organization wants to add any donor who gives to its Capital Fund to the Capital Campaign. Which two steps should be taken to accomplish this?
A. Populate the Primary Campaign Source field on the Opportunity record
B. Upload a list of all donors as Campaign Members using the Data Import Wizard
C. Enable the Automatic Campaign Member Management in NPSP settings
D. Create a trigger that automatically adds any donor as a Campaign Member
A consultant is helping a nonprofit diagnose and address some issues they have with NPSP. The consultant sees the customer i$ hitting governor limit errors on a particular job. Which action should the consultant take to resolve the issue?
A. Schedule that job to run more frequently.
B. Decrease the batch size for that job.
C. Reschedule that nightly job.
D. Increase the batch size for that job.