A nonprofit organization needs to send a mailing to all clients to invite them to an informational session on its workforce development program. The organization wants to track who it was sent to and who responded. The organization is using the NPSP with the Household Account Model. What should a consultant advise them to do to accomplish this in Salesforce?
A. Create a report using the NPSP All Contacts report and add a filter to just include clients
B. Create a mailing list Campaign, then create a report using the type Contacts & Accounts with a filter for clients, then add to Campaign
C. Create a Campaign, filter a list view for clients and add to Campaign. Create a report with the type Campaigns with Campaign Members.
D. Create a Campaign field and add all clients to it, then use the Household Mailing List button to generate the mailing list.
Explanation:
Create a Campaign: A Campaign is the primary Salesforce object for tracking marketing initiatives like a mailing. It acts as a container for all the people involved and their related data.
Filter a List View: A list view allows the user to easily segment a list of Contacts (or Leads) based on specific criteria, such as all records with a "client" status.
Add to Campaign: Once the list view is filtered, the user can use the Add to Campaign button to add all the filtered contacts to the newly created Campaign as Campaign Members. This is the most efficient method for adding multiple records at once.
Create a Report: After the contacts are added as Campaign Members, a report can be created using the Campaigns with Campaign Members report type. This report provides a clear list of who was added to the campaign, and allows the organization to update the Campaign Member Status (e.g., from "Sent" to "Responded") to track responses.
Why the other options are incorrect
A. Create a report... and add a filter: This option only addresses the first step of identifying the audience. It does not provide a way to efficiently track the mailing or the responses in a structured way.
B. Create a mailing list Campaign, then create a report... then add to Campaign: While this includes the correct objects (Campaign and Report), the order is inefficient and the method of "add to Campaign" is not as direct as using a list view. It also incorrectly implies a separate "mailing list Campaign" type.
D. Create a Campaign field... then use the Household Mailing List button: This option describes nonexistent or incorrect functionality. There is no standard "Campaign field" to add clients to, and the "Household Mailing List" button is a specific NPSP feature for generating a list for a single household, not a mass mailing to all clients.
A nonprofit organization uses Customizable Rollups and has a large volume of Recurring Donation Allocations for a specific fund. The system administrator notices a scheduled skew job, but does not remember scheduling it. What should the consultant advise the system administrator to do?
A. View the Setup Audit Trail
B. Keep the job
C. Run a debug log
D. Delete the job
Explanation:
Why B is correct: In the context of NPSP and Customizable Rollups, a "skew job" is a specialized, automated process that handles large data volumes efficiently to avoid hitting platform governor limits. The Nonprofit Success Pack (NPSP) automatically schedules these jobs when it detects a scenario that requires processing a very large number of records (e.g., a large volume of Recurring Donation Allocations). The administrator did not personally schedule it; the NPSP automation did. This job is essential for ensuring that rollup calculations on the parent Account (e.g., Total Donations, Last Gift Date) are accurate and up-to-date. Deleting or interfering with this job would prevent the necessary calculations from completing, leading to inaccurate data.
Why A is incorrect (View the Setup Audit Trail): While the Setup Audit Trail is an excellent tool for tracking user-initiated changes to system configuration, it will not provide relevant information here. The skew job was not scheduled by a user; it was scheduled by an automated NPSP process. Therefore, the audit trail would not show a scheduling event for this specific job.
Why C is incorrect (Run a debug log): A debug log is used to trace the execution of Apex code or processes for debugging errors. It is not the right tool for identifying the source of a scheduled job. The job's origin is already known to be a standard NPSP process for handling large data operations, not a code error that needs debugging.
Why D is incorrect (Delete the job): This is the worst possible action. Deleting the job would halt a critical data processing task. The rollup calculations for the affected records would remain inaccurate or stale until the job is re-queued (which often requires a specific action to retry failed rollups). The consultant should advise the administrator that this is expected behavior and the job must be allowed to run to completion.
Key Concepts/References:
NPSP Customizable Rollups: This feature allows nonprofits to define how donation data is summarized on Account and Contact records.
Skew Jobs / Skew Mode: NPSP automatically uses "skew mode" to process rollups for large, popular parent records (like a common fund Account with thousands of Opportunities) to avoid performance issues and governor limits. This is a key internal mechanism for handling large data volumes.
Automated NPSP Processes: A consultant must recognize that NPSP has automated, behind-the-scenes processes (like scheduling skew jobs) that are part of its normal operation. Mistaking these for user-scheduled jobs or errors is a common misconception.
During the Build phase of a project, one line of business requests the addition of a new field that is essential for its business process. A different line ofbusiness objects to the request and says that this field is unnecessary and will result in duplicate data. How should the consultant handle this?
A. Fulfill the request and add the field, but create a separate page layout so the field is only visible to the line of business that made the request.
B. Use the established governance committee for discussion and resolution.
C. Add the field into a sandbox to test and validate expected outcomes.
D. Remove themselves from the discussion and suggest that the two business line leaders meet to make a decision
Explanation:
In Salesforce implementation projects (especially nonprofit orgs with multiple stakeholders), governance is key:
When two business units disagree, the consultant should not unilaterally decide or take sides.
The correct approach is to escalate the decision to the governance committee (or steering committee), which is responsible for prioritization, conflict resolution, and ensuring alignment with the overall vision.
This ensures the solution is sustainable, agreed upon, and formally documented.
Why not the others?
A. Add the field with a separate page layout → ❌ Premature solutioning.
This bypasses governance and risks data model inconsistency.
C. Add to sandbox for testing → ❌
Testing doesn’t resolve the conflict; it only shows feasibility, not whether the field is necessary.
D. Remove themselves and let leaders decide → ❌ Abdicates consultant responsibility.
The consultant’s role is to guide the process and ensure governance is followed, not step away.
Reference
Salesforce Project Methodology (Consulting Best Practices): Always rely on governance bodies for cross-department conflicts.
Trailhead: Establish Governance for Successful Change Management.
⚡ Exam Tip:
On the Nonprofit Cloud Consultant exam, whenever there’s a scenario about conflicting requirements, the best practice is:
Escalate to governance/steering committee.
Document the decision.
Prioritize business value & data integrity.
A nonprofit organization needs to import a list of donations made at a recentgala. Several of the donors have more than one mailing address. What is the correct order of objects to import data in Salesforce?
A. Opportunity, Campaign, Contact, Address, Account
B. Account, Address, Contact, Campaign, Opportunity
C. Contact, Opportunity, Account, Address, Campaign
D. Lead, Account, Address, Campaign, Opportunity
Explanation:
In Salesforce NPSP with the Household Account Model, data must be imported in an order that respects referential integrity:
Account: Import Household Accounts first, as they are parent records for Contacts and Opportunities.
Address: Import Address records (npe01__Address__c) next to associate multiple mailing addresses with Accounts or Contacts.
Contact: Import Contacts, linking them to Household Accounts and Addresses.
Campaign: Import the Campaign for the gala event.
Opportunity: Import Opportunities last, linking to Accounts, Contacts (via Opportunity Contact Roles), and Campaigns.
Why B is correct: This order ensures parent records (Accounts, Addresses) exist before child records (Contacts, Opportunities) and supports NPSP’s Address object for multiple mailing addresses.
Why others are incorrect:
A: Opportunities first violates referential integrity (requires Accounts, Contacts, Campaigns).
C: Contacts first is incorrect (requires Accounts in NPSP).
D: Leads are irrelevant for known donors; order is still incorrect.
Reference:
NPSP Documentation, Salesforce Data Import.
A nonprofit organization wants to manage its social media presence by being able tolisten to what constituents are saying about the organization on social media, measure its impact, and manage it from a mobile app. What should the consultant recommend?
A. Social Studio
B. Live Message
C. Pardot
D. Google Analytics
Explanation:
Social Studio is part of the Salesforce Marketing Cloud suite and is specifically designed for social media management. It enables nonprofits (and other organizations) to:
Listen to social conversations across platforms like Twitter, Facebook, Instagram, and more
Engage with constituents directly from a unified interface
Publish content and manage campaigns across multiple social accounts
Analyze sentiment, reach, engagement, and other impact metrics
Use mobile apps to manage social presence on the go
This makes it the ideal tool for nonprofits looking to monitor brand perception, respond to constituents, and track social impact — all from a mobile-friendly platform.
❌ Why the Other Options Don’t Fit:
B. Live Message
Designed for real-time messaging (e.g., SMS, Facebook Messenger), not social listening or analytics.
C. Pardot
Focuses on B2B marketing automation — email campaigns, lead scoring, etc. — not social media management.
D. Google Analytics
Tracks website traffic and user behavior, not social media conversations or engagement.
🔗 Reference:
Salesforce Help: Social Studio Overview
Trailhead: Marketing Cloud Social Studio Basics
A nonprofit customer wants to have the status for aCampaign Member on a fundraising campaign automatically update when a donation is received from that Contact. What should the consultant recommend?
A. Create a workflow rule that updates the Campaign Status when an Opportunity is created.
B. Create an ApexTrigger to update the Contact's Campaign record.
C. Enable Automatic Campaign Member Management in NPSP settings.
D. Use Process Builder to update the Contact's campaign member record.
Explanation:
NPSP provides a feature called Automatic Campaign Member Management (ACMM).
When enabled, ACMM automatically updates a Campaign Member’s status when a related Opportunity (donation) is created or updated.
This is the standard, out-of-the-box way to meet the nonprofit’s requirement — no workflow rules, Process Builder, or Apex needed.
So, if a donor who’s part of a fundraising Campaign makes a donation, their Campaign Member record can automatically change to statuses like Responded or Donated.
Why not the others?
A. Workflow rule → ❌ Possible, but not scalable and duplicates what NPSP already provides natively. Also, Workflow Rules are being deprecated.
B. Apex Trigger → ❌ Over-engineered. Custom code should be last resort; NPSP has a declarative feature for this.
D. Process Builder → ❌ Same issue as A. While it could work, the preferred exam answer is always to use standard NPSP functionality when available.
Reference:
NPSP: Automatic Campaign Member Management
Trailhead: Manage Campaigns in Nonprofit Success Pack
⚡ Exam Tip: For exam scenarios:
If you see “automatically update Campaign Member when donation is received” → ACMM.
Always choose NPSP standard functionality over Workflow/Process Builder/Apex unless explicitly required.
The executive director at a nonprofit organization wants to have a report to see how much fiscal year. There is a custom checkbox field on the Contact record to indicate board members. How should the consultant create this report?
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.each board member has raised by either direct gifts or gifts they helped to influence for this
Explanation:
The Opportunities report type is ideal for donation data in NPSP. A cross filter (Opportunities with Contacts where Board Member = TRUE) includes only board members’ donations. Summarizing Total Gifts this Year (direct gifts) and Soft Credits this Year (influenced gifts) shows fiscal year totals per board member, leveraging NPSP rollup fields.
Why others are incorrect:
B: Contacts & Accounts report type is less suited for donation data; misses Soft Credits detail.
C: Field filter can’t directly apply Contact’s Board_Member__c to Opportunities; grouping is less effective than summarizing.
D: Contacts & Accounts report type is donation-focused; “Giving Totals” is unclear; cross filter is vague.
Reference:
NPSP Documentation, Salesforce Cross Filters.
A nonprofit organization is using Volunteers for Salesforce and wants its volunteers to be able to log their own volunteer hours. Which two solutions should a consultant propose to meet this need? Choose 2 answers
A. Set up a workflow rule with a weekly email alert sent to all volunteers asking them to reply back and report their hours for the week and then a user will manually enter the hours in Salesforce.
B. Set up a Chatter Group for each volunteer job, add volunteers who are assigned to that job, and have the volunteers log their hours in the Chatter Group.
C. Set up the Volunteers Personal Site and direct the volunteer to record hours on the tab there.
D. Set up a Log Volunteer Hours section on a page on your website and direct volunteers there to log their hours to the volunteer job or shift they worked on.
Explanation:
Why C is correct:
Volunteers for Salesforce (V4S) includes a feature called the Volunteers Personal Site. This is a pre-built, secure portal (Experience Cloud site) specifically designed for volunteers. Once configured and enabled, it provides volunteers with a direct login to a site where they can view their shifts, sign up for new jobs, and—crucially—log their own volunteer hours against the correct job or shift. This is a standard, supported, and scalable method within the application.
Why D is correct:
V4S provides web-to-lead-style functionality for logging hours. The managed package includes Visualforce pages and Apex controllers that can be embedded as a "Log Volunteer Hours" section on an organization's public-facing website. This allows volunteers (and the general public) to submit their hours without needing a login. The hours are then created as Volunteer Hours records in Salesforce, linked to the specified job or shift. This is the other primary, supported method for self-logging.
Why A is incorrect:
This solution is manual, inefficient, and not scalable. It relies on email, which is insecure for transmitting potentially private data, and requires a staff member to manually process every single response. This creates unnecessary administrative overhead and is highly prone to error and delay. The entire purpose of using a system like V4S is to automate this process.
Why B is incorrect:
Chatter is designed for collaboration and communication, not for structured data entry. Hours logged in a Chatter post would be free-form text, making them impossible to report on accurately, aggregate, or link to a specific Volunteer Job, Shift, or Contact record in a meaningful way. This method would corrupt data integrity and fail to meet the requirement of properly tracking hours in the Salesforce database.
Key Concepts/References:
Volunteers for Salesforce (V4S):
Understanding the key features of this common managed package, especially its self-service tools for volunteers, is crucial for a Nonprofit Cloud Consultant.
Self-Service Portal (Experience Cloud):
The Volunteers Personal Site is built on Experience Cloud (formerly Community Cloud). Enabling and configuring this is a standard implementation task.
Public-Facing Forms:
The ability to create public forms that write data directly to Salesforce (via embedded V4S components) is a core functionality for engaging volunteers who shouldn't need a login.
Automation vs. Manual Process:
The correct answers represent automated, scalable solutions integrated with Salesforce data, while the incorrect answers are manual workarounds that defeat the purpose of using a CRM.
The executive director at a nonprofit needs to understand the overall summary of individuals engaged with the organization across multiple channels, including donations, volunteer shifts, and event attendance. What can the consultant deliver to help them achieve this summary by channel?
A. Create a Role Hierarchy to summarize the number of Opportunity records associated with each user, and the Campaign Memberships associated with the Primary Contact on the Opportunity by channel.
B. Create an Account Hierarchy to see the number of people related to each household, and their associated Contact records with Campaign Memberships and Opportunities by channel.
C. Create a User Hierarchy to report by user with the Opportunity, Contact, and Campaign records owned representing donation, volunteer, and event channels and their Campaign Memberships.
D. Create a Campaign Hierarchy to see thenumber of people associated with each donation, shift, and event, by channel with Campaign Memberships.
An international nonprofit organization added a translated relationship picklist value, however the reciprocal relationship record is not displaying correctly. What is the cause of this error?
A. The system administrator did not enable theTranslation Workbench.
B. The language is not supported in NPSP.
C. The current user does not have the correct locale.
D. The system administrator did not add the reciprocal relationship value in the NPSP Settings tab.
A nonprofit organization wants a report that compares giving at a consistent point in time fromyear to year. Now should the consultant set this up?
A. A. Create a matrix report bucketing the dates you wish to compare.
B. Create a joined report showing the two years side by side.
C. Run the NPSP Account SYBUNT and Contact SYBUNT reports.
D. Set up a Reporting Snapshot on Opportunities.
A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model. What action should the consultant take?
A. Run theNPSP Health Check Tool
B. Run the Salesforce Optimizer
C. Run the Data Quality Analysis Dashboard
D. Run the Lightning Readiness Assessment
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