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What should the consultant advise to capture this in Salesforce?
A nonprofit organization receives a lot of grants, many of which are renewals of previous grants from the same funder. The organization wants to be able to easily access the previous grant information. What should the consultant advise to capture this in Salesforce?A . Create a Campaign for the funder...
How can a gift officer determine if an acknowledgment letter was sent for a donation?
How can a gift officer determine if an acknowledgment letter was sent for a donation?A . Check the Status picklist value on the Task object. B. Check if the Campaign Member status is set to "Acknowledged". C. Check the Acknowledgement Status picklist value on the Opportunity object. D. Check the...
Which opportunity data situation requires a consultant to temporarily disable NPSP Triggers for performance reasons?
A consultant is about to begin a data project with a nonprofit to clean up Opportunity data. Which opportunity data situation requires a consultant to temporarily disable NPSP Triggers for performance reasons?A . Uploading 600,000 new Organization Accounts without addresses B. Uploading 400,000 new records to a custom object C....
What is the correct order for uploading the donors' employment information?
A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofit has hired a consultant to upload data to the NPSP Affiliations object. What is the correct order for uploading the donors' employment information?A . Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with...
Which action should the consultant take before running the NPSP Installer?
A consultant is upgrading a non-profit client from version 2 of NPSP to version 3. Which action should the consultant take before running the NPSP Installer?A . Delete all fields labelled Deprecated. B. Upgrade the Recurring Donations package by itself. C. Delete the custom Households object. D. Run NPSP Health...
Which two steps should be taken to accomplish this?
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 . Upload a list of all donors as Campaign Members using the Data Import Wizard B. Enable the Automatic Campaign Member Management in...
How can the consultant achieve this?
A local charity receives its income from recurring payments, The Recurring Donation object is used and contains a unique and manually entered reference number. This reference number should not be modified after creation. The finance department has requested that all child Opportunities also contain this unique reference number to make...
Which solution should the consultant recommend?
A development associate received a corporate matching gift that the original donor did not indicate was to be matched. Which solution should the consultant recommend?A . Select Find Matched Gifts and click on the Find More Gifts button. B. Create a Lightning quick action declaratively. C. Create a Contact lookup...
What is the correct order of objects to import data in Salesforce?
A nonprofit organization needs to import a list of donations made at a recent gala. 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....
Which tool should be used to create all of the records at once?
A nonprofit organization is retiring its legacy donor, donation, and payment processing systems. The organization wants to load 45,000 records into Salesforce from a single flat file. Which tool should be used to create all of the records at once?A . Import Wizard B. Data Loader C. NPSP Data Import...
