Explanation:
The Nonprofit Success Pack (NPSP) was specifically developed to handle the complexity of managing individual donors and contacts (B2C) within a Business-to-Business (B2B) focused Salesforce environment. Its default and strongly recommended data model, the Household Account Model, handles all individuals as Contacts linked to a Household Account record type. Consequently, Person Accounts are not supported for use with NPSP. Enabling them in an NPSP org can cause conflicts and break NPSP's core automation, such as relationship reciprocals and household rollups.

Correct Option:

D. Person Accounts were not designed to work with NPSP, and is not supported for use with NPSP
This is the official Salesforce best practice statement for the Nonprofit Success Pack. NPSP uses the Household Account Model to manage individuals, which achieves the goal of tracking individuals as accounts (Households) without the technical issues associated with Person Accounts.

Person Accounts are an alternative data model, and using them alongside NPSP's automated processes is not supported and can lead to significant functional problems. Note: The newer Nonprofit Cloud product does use Person Accounts, but NPSP does not.

Incorrect Option:

A. Person Accounts should be tested in NPSP, and can be turned off if it does not work as intended
This is incorrect and potentially dangerous. Once Person Accounts are enabled in a Salesforce organization, they cannot be turned off. This irreversible change makes any "testing" a permanent commitment, which is why it is strongly advised against in NPSP orgs.

B. Ensure the Person Account record type is selected as the Household record type in NPSP Settings
This is a configuration that must be prevented. Selecting the Person Account record type as the Household record type in NPSP Settings will directly cause the NPSP automation to malfunction because the underlying data structures and trigger logic are incompatible.

C. Ensure that the Person Account record type is set as the default record type for the profile of the user who is converting the lead if the customer is planning to do lead conversion
Setting the Person Account record type as the default for lead conversion will force the creation of Person Accounts, directly contradicting the NPSP's standard Household Account model and creating data inconsistency and application errors.

Reference:
Salesforce Help: NPSP FAQ (specifically the section addressing Person Accounts) and NPSP Data Management Best Practices. The video below discusses the NPSP data model, highlighting the Household Account Model as the key mechanism for managing individuals in NPSP.

Explanation:
When upgrading a nonprofit client from NPSP version 2 to version 3, it is crucial to ensure all dependencies and related packages are updated first. Recurring Donations is a key package that interacts closely with NPSP functionality. Upgrading it separately before running the NPSP Installer ensures compatibility, prevents data loss, and avoids installation errors, as NPSP v3 relies on the latest version of the Recurring Donations package.

Correct Option:

B. Upgrade the Recurring Donations package by itself.
Upgrading Recurring Donations first ensures that the dependent objects, triggers, and automation are compatible with NPSP v3. Running the NPSP Installer afterward will then proceed smoothly without package conflicts, reducing the risk of errors or broken functionality during the upgrade process.

Incorrect Options:

A. Delete all fields labelled Deprecated.
This is unnecessary. Deprecated fields are handled during the upgrade process, and manually deleting them could remove important historical data or break automation.

C. Delete the custom Households object.
Deleting the Households object is not recommended. NPSP v3 relies on the standard Households structure, and removing it could cause significant data and functionality issues.

D. Run NPSP Health Check.
While running Health Check is useful for identifying potential configuration issues, it is not a required step before running the NPSP Installer. The upgrade process focuses on package dependencies rather than org security settings.

Reference:
Salesforce NPSP v3 Upgrade Guide

Explanation:
The requirement is to print mailing labels for a campaign targeted at families, with the org using the Household Account model and Address Management. In NPSP, Address Management standardizes household addresses on a custom Address__c object and then copies the "default" address to each Household member's (Contact's) standard Mailing Address field. This ensures labels are generated per individual Contact using the shared household address, which is the standard and most reliable method.

Correct Option:

D. Contact; Mailing Address
Under NPSP Address Management, the shared household address is automatically synchronized from the default Address__c record to the Mailing Address field on all related Contact records.

Reporting on the Contact object using the standard MailingAddress field ensures each family member receives a label with the correct, current household address, and is the standard NPSP practice for mail merges and label generation.

Incorrect Option:

A. Account; Billing Address
While the Household is an Account, its standard BillingAddress field is not automatically populated by NPSP's Address Management system. Using this field would likely result in blank or outdated addresses for the mailing labels.

B. Contact; Other Address
The OtherAddress field on a Contact is intended for a personal address distinct from the household address. NPSP's Address Management does not populate this field. Using it would yield incorrect or empty addresses for a household-based mailing.

C. Account; Shipping Address
Similar to Billing Address, the standard ShippingAddress field on the Account is not managed or populated by NPSP's Address Management feature. It is not the correct source for a synchronized household mailing address.

Reference:
NPSP documentation on Address Management. The system is designed so that the "default" household address is propagated to the Mailing Address field of all member Contacts. Best practices for mail merges, such as generating mailing labels, always direct users to report on the Contact Mailing Address field.

Explanation:
The organization requires an integrated solution that provides advanced features like built-in scoring (e.g., Einstein Engagement Scoring), engagement tracking (e.g., Journey Builder activity), and email marketing for constituents managed in NPSP. Salesforce Marketing Cloud is the enterprise-level solution from Salesforce that provides this full suite of sophisticated tools for multi-channel engagement, marketing automation, and native integration with NPSP data for highly personalized and data-driven constituent journeys.

Correct Option:

C. NPSP and Marketing Cloud
Marketing Cloud is Salesforce’s robust, enterprise-level digital marketing platform, offering powerful tools specifically for mass marketing and complex constituent journeys.

It includes Journey Builder for advanced automation, Email Studio for mass personalized communication, and Einstein Engagement Scoring for predictive analytics and engagement tracking, directly meeting the requirements.

The Marketing Cloud Engagement for Nonprofits license is designed to sync seamlessly with NPSP data extensions, using donor/constituent information for highly targeted campaigns.

Incorrect Option:

A. NPSP and Community Cloud
Community Cloud (now Experience Cloud) is used to create external-facing websites or portals for constituents, volunteers, or members to interact, submit applications, or log support cases. It does not provide an integrated email marketing tool with scoring capabilities.

B. NPSP and Social Studio
Social Studio is a component of Marketing Cloud focused on social media marketing, listening, and publishing. While it tracks social engagement, it is not the primary email marketing tool and does not provide the comprehensive email-centric scoring and engagement required.

D. NPSP and Pardot
Pardot (now Marketing Cloud Account Engagement) is primarily designed for Business-to-Business (B2B) marketing automation and lead nurturing with a focus on Lead Scoring and Grading. While it offers email marketing and scoring, Marketing Cloud is the better, more comprehensive, and often recommended solution for large-scale B2C/nonprofit mass donor/constituent relationship management and complex multi-channel journeys.

Reference:
Salesforce Help: Marketing Cloud Engagement for Nonprofits - NPSP.

Explanation:
This is a critical architectural decision. Person Accounts, once enabled in an org, cannot be disabled or uninstalled. It is a permanent, irreversible configuration that requires interaction with Person Account objects and settings, which the client explicitly wants to avoid. The only way to have a completely clean org with no trace of the Person Account model is to start fresh. Therefore, migration to a new org is the recommended best practice.

Correct Option:

C. Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance.
This is the only method to completely avoid the Person Account model, as a new org will never have it enabled.

A Salesforce license transfer (Org Move) can reallocate licenses from the old org to the new one.

A controlled data migration allows you to transform and map Person Account data into the NPSP Household Account model in the new, clean environment.

Incorrect Option:

A. Export all Person Account data, then create a help ticket asking Salesforce to uninstall Person Accounts, then install NPSP and reimport the data.
Incorrect. Salesforce Support cannot disable or uninstall the Person Account feature from an org where it is already enabled. This option is based on a false premise and is not technically possible.

B. Install NPSP in its Salesforce org and set the account model to Household Accounts and the record type to Person Accounts.
Incorrect. This mixes incompatible models. Selecting "Household Account" model in NPSP Setup requires specifying a Nonprofit Starter Pack Record Type (e.g., Household, Organization), not the Person Account record type. The presence of Person Accounts will continue to cause complexity and require administrative interaction.

D. Extract the Person Account data, uninstall Person Accounts, install NPSP and reimport the data.
Incorrect. Similar to option A, this assumes Person Accounts can be "uninstalled," which they cannot. There is no mechanism for an administrator to remove this feature from an existing org.

Reference:
Salesforce Help article: "Considerations for Using Person Accounts" and NPSP Implementation Guide. Official guidance states that Person Accounts cannot be disabled, and for organizations that wish to stop using them, the recommended approach is to "create a new Salesforce org and migrate your data."

Explanation:
The Nonprofit Success Pack (NPSP) extends the standard Salesforce Opportunity object to include specific fields for managing grants. To track a renewal grant and maintain an easy link to its history, the organization should use the standard NPSP Grant fields on the new (renewal) Opportunity record. Specifically, the "Previous Grant/Gift Opportunity" lookup field is designed to link the new grant to the original grant, and the "Is Grant Renewal" checkbox provides a simple flag for reporting and process automation.

Correct Option:

C. Fill in the "Previous Grant/Gift Opportunity" lookup field on the Opportunity for the new grant and check the "Is Grant Renewal" field.
NPSP provides the Previous Grant/Gift Opportunity lookup field on the Opportunity object (often used with the Grant record type). This field creates a direct, parent-child-like relationship, linking the current renewal Opportunity back to the original funding Opportunity.

The Is Grant Renewal checkbox is a simple, standard NPSP field that provides a clear flag for reporting purposes, allowing the organization to easily filter or group all renewal grants.

This combination is the standard NPSP feature for tracking grant renewal history.

Incorrect Option:

A. Create a Campaign for the funder and add all Opportunities including the original grant and any renewal grants to the Campaign.
While Campaigns can group related grants, they are designed for tracking marketing efforts, not creating a clear, programmatic link between a parent grant and its specific renewal. It would make accessing the previous grant information difficult without cross-referencing reports.

B. Create a child Opportunity for the renewal grant from the original grant using the Renewal Grant Opportunity record type.
Creating a child Opportunity is technically possible, but it is not the required NPSP best practice. NPSP provides the dedicated lookup field (Previous Grant/Gift Opportunity) on the standard Opportunity object precisely for this purpose, eliminating the need to customize with a separate "Renewal Grant" record type or master-detail relationships.

D. Ensure that when naming the Opportunity for the renewal grant, "Renewal" is included in the name as well as the name of the funder.
Naming conventions are helpful for identification, but they are a manual and non-relational tracking method. They do not create an actionable data link or relationship between the two Opportunity records, which is crucial for easy access and reporting on the grant history.

Reference:
Salesforce Help: Manage Grantseeking Opportunities and the corresponding sections on Opportunity fields in NPSP, which specifically list and describe the purpose of the Previous Grant/Gift Opportunity lookup field and the Is Grant Renewal checkbox.

Explanation:
The requirement is to track educational affiliations—specifically, the high school a student attended and their college enrollment. While standard NPSP includes a basic Affiliations object, it is designed for general relationships (e.g., board membership). Tracking detailed educational history, enrollment status, and dates is a specialized use case that is a core function of the Higher Education Data Architecture (HEDA) package, which extends and formalizes the Affiliation model for academia.

Correct Option:

D. Install the Salesforce.org Higher Education Data Architecture (HEDA) managed package and use Affiliations.
HEDA is the industry-standard Salesforce solution for educational institutions. It provides an enhanced Affiliation object with specific fields for academic relationships, including Role (e.g., Student), Status (e.g., Current, Former), and dates (Start/End).

This allows the org to accurately model both the past affiliation with a high school (Status: Former) and the current enrollment at a college (Status: Current) on the same Contact record seamlessly.

Incorrect Option:

A. Use NPSP Affiliations objects to connect the Contact to the Account...
While the basic NPSP Affiliations object could technically store this data, it lacks the specialized fields, validation rules, and automated processes (like auto-creation of Affiliations from Course Enrollments) that HEDA provides. For a dedicated educational tracking need, HEDA is the recommended and more robust solution.

B. Turn on Field History Tracking for the Account lookup field on the Contact...
This is completely insufficient. A Contact can only have one Account lookup (typically their Household). It cannot simultaneously link to both a high school and a college. This method also fails to track status, roles, or historical data effectively.

C. Set up a Campaign for each high school and college...
Campaigns are for marketing engagements and outreach, not for modeling institutional affiliations or enrollment status. Using Campaign Member Status (e.g., Sent/Responded) to represent academic status is a major misapplication of the object and would not support proper reporting or relationship tracking.

Reference:
Salesforce.org Higher Education Data Architecture (HEDA) documentation. HEDA is explicitly designed to manage relationships between people (Contacts) and educational institutions (Accounts), including student enrollments, faculty appointments, and alumni status, making it the prescribed solution for this scenario.

Explanation:
The deletion of a default scheduled job, particularly one that handles critical background processes like error handling (like the NPSP 00 - Error Processing job), is a common administrative concern. Salesforce's Nonprofit Success Pack (NPSP) is designed to automatically reschedule or recreate its default batch jobs when an administrator simply navigates to the configuration area that governs those jobs. This is the simplest and most efficient recovery step, avoiding the complexity of manually scheduling Apex or contacting support.

Correct Option:

A. Go to NPSP Settings | Bulk Data Processes | Batch Process Settings to automatically recreate it.
NPSP's scheduled batch jobs (which handle background functions like rollups, error processing, and recurring donations) are recreated automatically when a System Administrator accesses the Batch Process Settings configuration page.

This action triggers a check for missing default jobs and reschedules them under the current user's security context, ensuring they run at the appropriate time and frequency.

Incorrect Option:

B. Go to the NPSP Data Imports | Bulk Data Processes | Batch Process Settings to automatically recreate it.
This path is incorrect. While the general feature is under "Bulk Data Processes," the main tab is NPSP Settings, not "NPSP Data Imports." Using the wrong navigation may not trigger the required automated job check.

C. Go to the Recycle Bin and undelete the job.
Scheduled Apex Jobs are not standard data records and are not stored in the Recycle Bin when deleted. They must be rescheduled, either manually or, preferably, through the NPSP automatic process.

D. Go to help and create a case amd ask Salesforce Support to reschedule this job.
While Salesforce Support could do this, it is not the recommended action for an NPSP consultant. The consultant should advise the administrator on using the built-in, no-code NPSP Settings functionality to resolve common administrative issues like this.

Reference:
Salesforce Help: Edit or Reschedule NPSP Scheduled Jobs.

Explanation:
For a large nonprofit functioning like a social enterprise, where interactions are primarily B2B (corporations, sponsors, vendors) and the organization does not accept individual donations, using NPSP-specific household models is unnecessary. The standard Salesforce Account Model without NPSP is ideal because it supports Leads, Opportunities, and complex business-to-business relationships without the additional donor-centric features of NPSP, which are designed for individual giving and households.

Correct Option:

E. Salesforce Account Model without NPSP
This model is best for B2B-focused nonprofits. It allows full use of Salesforce standard functionality such as Leads, Opportunities, and Accounts without the household and donation tracking layers in NPSP, which are irrelevant for corporate sponsorships or product sales. It keeps the org simple and aligned with business processes.

Incorrect Options:

A. Administrative Account Model in HEDA
HEDA (now Education Cloud) is tailored for educational institutions, not social enterprises. It focuses on student, staff, and educational management rather than corporate-focused Opportunity pipelines.

B. Household Account Model in NPSP
This model is optimized for individual donor management, where each household represents individual donors. Since this organization does not accept individual donations, it is unnecessary and overly complex.

C. Household Account Model without NPSP
A household model without NPSP removes some automation and features but still centers around individual donors and households, which is not relevant for a corporate-focused social enterprise.

D. Individual "Bucket" Account Model in NPSP
This model aggregates individuals into single accounts for reporting, still focusing on personal giving. It does not suit organizations primarily managing corporate relationships or B2B sales.

Reference:
Salesforce NPSP Account Model Overview

Explanation:
The question asks how to represent wealth scoring for donor cultivation within NPSP. Wealth scoring refers to assessing a prospect's capacity to give based on external assets, property, and philanthropic history, not just their past donations to your organization. NPSP's core functionality does not include external wealth data aggregation or scoring. This specialized need is typically met by integrated third-party services available on the AppExchange.

Correct Option:

D. Using an AppExchange application, collect and rank donor prospects' wealth information to understand how to best cultivate individual donations.
This is correct because wealth scoring requires external data (e.g., real estate holdings, stock portfolios, previous donations to other nonprofits) that is not natively stored or analyzed by NPSP.

Specialized AppExchange applications (like WealthEngine, iWave, or DonorSearch) are designed to connect to NPSP/Salesforce, append this external wealth and philanthropic data to Contact records, and provide propensity and capacity scores to guide cultivation strategies.

Incorrect Option:

A. Using an AppExchange application, collect and rank other nonprofits' wealth information...
Incorrect focus. Wealth scoring for individual donor cultivation is about assessing an individual's wealth, not the wealth or performance of other nonprofit organizations. This misinterprets the target of the analysis.

B. Report on the total amount of donations received by the nonprofit in the past year, and rank it against peer institutions...
This describes benchmarking organizational performance against peers. It is a useful metric for the organization's leadership but does not provide individual prospect wealth scoring for a major donor officer's cultivation work.

C. Report on the total amount of an individual's donations summarized on their Contact record and rank it against donations by other donors...
This describes donor loyalty/recency/frequency/monetary (RFM) analysis using internal historical gift data. While critical for stewardship, this is not wealth scoring. Wealth scoring assesses capacity based on external assets, whereas this option only analyzes past demonstrated affinity based on internal giving.

Reference:
NPSP and Salesforce for Nonprofits best practices guides on Prospect Research and AppExchange. They consistently reference that for wealth screening and capacity rating, nonprofits should evaluate and implement dedicated AppExchange applications that integrate external data sources with the Salesforce platform.

Explanation:
When manually importing data into Salesforce objects using a tool like the Data Loader, you must respect the object dependency hierarchy. An Affiliation record is a junction object that connects a Contact (the donor) and an Account (the employer/organization). Therefore, both the target Contact and Organization Account records must exist in Salesforce before you can insert the Affiliation record that links them. This ensures the lookup fields on the Affiliation object can be successfully populated with the corresponding Salesforce IDs.

Correct Option:

B. Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information
Step 1: Insert Organization Accounts The Account object must be created first to generate the Organization Account IDs for all employers.

Step 2: Insert Contact Records: The Contact records for the donors must be created second. NPSP automatically creates a Household Account for each donor Contact. You must export the Contact IDs generated from this step.

Step 3: Insert Affiliation Records: The final step is to insert the Affiliation records. This step maps the Contact IDs from Step 2 to the Organization Account IDs from Step 1, correctly establishing the employment relationship between the donor and the employer.

Incorrect Option:

A. Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field
This is incorrect because you cannot populate the Primary Affiliation lookup field on the Contact object with the Account ID of the employer before the employer account exists. More importantly, manually updating the Primary Affiliation field on the Contact only sets the lookup; it does not create the necessary Affiliation record (the junction object) itself, which is the required step.

C. Insert Affiliation records, export Contact records, export Account records, upsert Contact records
This is incorrect because Affiliation records must be inserted last. They rely on the existence of both the Contact ID and the Organization Account ID, which are exported after the initial insertion of those parent objects.

D. Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field
This sequence sets up the Contact's primary affiliation lookup but bypasses the Affiliation object insertion, which is required to capture additional employment details (like Role, Status, and Start/End Dates). While setting the Primary Affiliation field on the Contact is part of the process, a separate insert into the junction object is required to fully capture the Affiliation details.

Reference:
Salesforce Help: NPSP Data Loader Introduction and Create an Affiliation with an Organization (documenting the steps and dependencies for the Affiliation object).

Explanation:
A V2MOM is Salesforce’s strategic planning framework that helps organizations define a clear direction and align execution with measurable results. It stands for Vision, Values, Methods, Obstacles, and Measures. Including Vision ensures a clear goal or desired outcome, while Metrics (Measures) track progress and success. Proper use of V2MOM ensures teams are aligned and accountable, making it easier to achieve organizational objectives.

Correct Option:

A. Vision
Vision defines the desired outcome or ultimate goal. It provides clarity and focus for the team, ensuring everyone understands what success looks like. Without a clear vision, strategic planning and execution can become misaligned.

D. Metrics
Metrics, also called Measures, specify how progress and success will be tracked. Including metrics ensures that objectives are measurable and that teams can monitor performance against defined goals. It promotes accountability and data-driven decision-making.

Incorrect Options:

B. Milestones
Milestones are not part of the official V2MOM framework. While milestones may help track progress in projects, V2MOM focuses on broader measures rather than specific timeline checkpoints.

C. Objectives
Objectives are implied within Methods and Measures but are not a standalone section in Salesforce’s recommended V2MOM structure.

E. Virtues
Virtues are not a formal part of V2MOM. While values or principles may guide behavior, the framework emphasizes Vision, Values, Methods, Obstacles, and Measures, not “Virtues.”

Reference:
Salesforce V2MOM Overview