Question 1

The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year. There is a custom checkbox field on the Contact record to indicate board members.How should the consultant create this report?

Options :

A : Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE. Summarize the Total Gifts this Year and Soft Credits this Year fields.

B : Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Include the Total Gifts this Year and Soft Credits this Year fields.

C : Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRUE. Group results by the Total Gifts this Year and Soft Credits this Year fields.

D : Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.

Answer: B

Question 2

A nonprofit organization has a lot of donors who give recurring donations. Some donors like to have their recurring donations by three times per year. What should the consultant advise?

Options :

A : Create a custom installment period in NPSP Settings, and then add the tri-yearly custom installment period to the custom installment picklist.

B : Change one of the values on the custom installment picklist to tri-yearly.

C : Tri-yearly is not available as an option in Recurring Donations so for those the nonprofit will need to use Opportunities with multiple payments.

D : Use the tri-yearly installment period that comes by default with Recurring Donations.

Answer: A

Question 3

A volunteer manager at a nonprofit wants to search for volunteers with landscaping skills who are available at a given time and add them to a shift. The nonprofit is using Volunteers for Salesforce.What should the consultant advise to meet this requirement?

Options :

A : Create a list view on Contacts showing Volunteer Skills and Volunteer Availability. Add a filter for landscaping skills and sort thelist to find volunteers who are available at the given time.

B : Click the the Volunteers Wizard and enter landscaping skills in the search box. Click search and filter the results by entering the desired Volunteer Availability. Select an available volunteer.

C : Click the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the desired values. Click search and select an available volunteer.

D : Create a report with the report type of Contacts with Volunteer Hours and Volunteer Jobs. Filter the Jobs by landscaping andVolunteer Availability for the given time. Select an available volunteer.

Answer: C

Question 4

A nonprofit organization has been informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists. Which action should the nonprofit organization take on the donor's contact record?

Options :

A : Delete the values in the phone and email fields

B : Delete the Contact record

C : Select the Deceased field

D : Select the Do Not Email, Do Not Contact, and Email Opt Out fields

Answer: C

Question 5

A nonprofit admin notices that case managers are failing to gather required information when qualifying new beneficiaries for its programs.Which Salesforce automation tool should the nonprofit use to collect the correct data?

Options :

A : Workflow

B : Approval Process

C : Process Builder

D : Salesforce Flow

Answer: D

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