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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:
1. A nonprofit has high staff turnover in several key roles that use Salesforce. The nonprofit needs to improve training and adoption of Salesforce to maximize the value of its investment.
Which two standard Salesforce tools can quickly help new staff use Salesforce with only a Sales or Service Cloud license?
Choose 2 answers
A) In-App Guidance
B) Einstein Bots
C) Path
D) myTrailhead
2. During requirements gathering with a nonprofit, the consultant discovers that the customer only works with individual contributors and volunteers (not companies or organizations). The consultant considers using Person Accounts with NPSP so that the customer can track its individual's as accounts. What is the best practice regarding Person Accounts?
A) 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
B) Ensure the Person Account record type is selected as the Household record type in NPSP Settings
C) Person Accounts should be tested in NPSP, and can be turned off if it does not work as intended
D) Person Accounts were not designed to work with NPSP, and is not supported for use with NPSP
3. 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) Create a custom multi-select picklist field to track the assignment and customize related lists.
C) Enable web-to-case and customize cases and assignment rules.
D) Enable web-to-lead and customize leads and assignment rules.
4. 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) heck the Do Not Automatically Create Payment field.
B) Change the Opportunity record type to an excluded value.
C) Delete the automatically created payments.
D) Set the Stage field to "Closed Lost".
5. A consultant is installing NPSP in an existing Salesforce org for a nonprofit organization that plans to use the memberships feature in NPSP. Which action should a consultant take?
A) Add a checkbox field on the Opportunity called "Membership".
B) Create a Membership Affiliation record type.
C) Create a Membership Opportunity record type.
D) Add a value in the Type field on Opportunity for Membership.
Solutions:
| Question # 1 Answer: A,D | Question # 2 Answer: D | Question # 3 Answer: C | Question # 4 Answer: A | Question # 5 Answer: C |





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