[UPDATED 2026] Salesforce NP-Con-101 Questions Prepare with Free Demo of PDF
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NEW QUESTION # 83
A major donor officer needs to capture wealth scoring to support individual cultivations.
How is this best represented in the NPSP?
- A. Using an AppExchange application, collect and rank other nonprofits' wealth information to understand how best to cultivate individual donations.
- B. Report on the total amount of donations received by the nonprofit in the past year, and rank it against peer institutions to best cultivate individual donations.
- C. Using an AppExchange application, collect and rank donor prospects' wealth information to understand how to best cultivate individual donations.
- D. Report on the total amount of an individual's donations summarized on their Contact record and rank it against donations to the nonprofit by other individual donors to best cultivate individual donations.
Answer: C
Explanation:
To capture and analyze wealth scoring for donors in Salesforce, leveraging an AppExchange application is the most effective approach. These applications can provide comprehensive wealth data and insights to support donor cultivation efforts. Here's how to do it:
Identify Suitable AppExchange Applications:
Search the Salesforce AppExchange for wealth screening and donor prospecting tools (e.g., WealthEngine, DonorSearch).
Install the Application:
Follow the installation instructions provided by the selected application.
Ensure necessary permissions and configurations are set up.
Configure Wealth Scoring:
Set up the application to pull in wealth data for your donor contacts.
Use the provided features to rank and score donors based on their wealth data.
Integrate with NPSP:
Ensure the wealth data integrates with your existing NPSP setup.
Create reports and dashboards to visualize and analyze donor wealth information.
"WealthEngine for Salesforce" on AppExchange: WealthEngine
"DonorSearch for Salesforce" on AppExchange: DonorSearch
NEW QUESTION # 84
A nonprofit needs to track key information for grants it applies for and receives, such as deadline dates, activity completion dates, and descriptions. In addition, the nonprofit wants to track actions completed and view the next deadline date on the Opportunity.
Which feature should the consultant recommend?
- A. Tasks and Events
- B. Cases
- C. Deliverables
- D. Engagement Plans
Answer: C
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/nonprofit-success-pack-administration-basics/understand-the-npsp-data-model For nonprofits needing to track key information related to grants, such as deadline dates, activity completion dates, and descriptions, Deliverables within Salesforce are the recommended feature. Deliverables allow nonprofits to create and manage detailed records of grant-related activities, set deadlines, and monitor progress directly on the Opportunity object.
Steps:
Enable Deliverables in Salesforce.
Create Deliverable records to track grant-related tasks, deadlines, and activities.
Configure Deliverables to display the next deadline date on the Opportunity.
Use reports and dashboards to monitor the status and progress of grant-related activities.
CertGod Nonprofit Cloud Consultant Guide: Recommends using Deliverables for tracking detailed grant information and deadlines.
Salesforce Documentation on Deliverables: Provides setup instructions and usage guidelines.
NEW QUESTION # 85
A nonprofit organization using NPSP does a lot of mailings and wants to ensure states and countries are entered accurately into Salesforce. The nonprofit has heard about State and Country Picklists and asked its consultant about enabling them. What are two considerations the consultant should raise about enabling State and Country Picklists and asked its consultant about enabling them. What are two considerations the consultant should raise about enabling State and Country Picklists for NPSP?
- A. State and Country Picklist values can only be configured on the Address object
- B. Predefined State and Country abbreviations on Address records must be used
- C. NPSP Data Import object doesn't support State and Country abbreviations in picklist form
- D. The Individual ("Bucket") account model does not support State and Country Picklists
Answer: B,C
Explanation:
Enabling State and Country Picklists in Salesforce can improve data consistency and accuracy for address fields. However, there are specific considerations when using them with NPSP:
NPSP Data Import Object Doesn't Support State and Country Abbreviations in Picklist Form:
The NPSP Data Import object does not natively support state and country abbreviations in picklist form. This means that data imports using this object will require additional handling to map state and country values correctly.
Predefined State and Country Abbreviations on Address Records Must Be Used:
When using State and Country Picklists, predefined state and country abbreviations must be used. This ensures consistency and compatibility with Salesforce's standard address fields.
If your current data uses different formats (e.g., full names or alternative abbreviations), you will need to standardize these before importing or entering data.
Consideration for Existing Data:
If enabling State and Country Picklists for the first time, review and clean existing data to match the picklist values.
Use data tools to update existing records with the correct state and country abbreviations to ensure smooth transition and consistency.
By understanding these considerations and preparing your data accordingly, you can successfully implement State and Country Picklists in NPSP.
"State and Country/Territory Picklists Overview" from Salesforce Help: State and Country Picklists
"Managing Addresses in NPSP" from Salesforce Help: NPSP Address Management
NEW QUESTION # 86
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. myTrailhead
- C. Path
- D. Einstein Bots
Answer: A,B
Explanation:
To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:
In-App Guidance (B):
This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.
myTrailhead (D):
myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.
Steps to Implement:
Set Up In-App Guidance:
Navigate to Setup -> In-App Guidance.
Create prompts and walkthroughs tailored to the nonprofit's processes.
Deploy myTrailhead:
Customize and publish training content on myTrailhead.
Encourage staff to complete the training modules to improve their Salesforce skills.
Salesforce In-App Guidance Documentation
Salesforce myTrailhead Documentation
NEW QUESTION # 87
Salesforce recommends using V2MOM with customers in the requirements-gathering phase of a project. What is the desired outcome?
- A. Organizational alignment
- B. Customer adoption
- C. Data security
- D. Executive sponsorship
Answer: A
Explanation:
Salesforce recommends using V2MOM (Vision, Values, Methods, Obstacles, and Measures) with customers in the requirements-gathering phase of a project to achieve organizational alignment. Here's how V2MOM helps:
Vision:
Define what you want to achieve. This provides a clear direction for the project.
Values:
Identify what is important about the vision and why it matters. This aligns the project goals with the organization's core values.
Methods:
Outline the steps to achieve the vision. This ensures everyone understands the approach and processes to be followed.
Obstacles:
Recognize potential challenges and how to address them. This prepares the team to handle issues proactively.
Measures:
Determine how success will be measured. This provides clear criteria for evaluating progress and outcomes.
Using V2MOM ensures that all stakeholders are aligned with the project's goals, values, methods, challenges, and success metrics, fostering a unified approach to project execution.
Salesforce V2MOM Framework: Marc Benioff's V2MOM
Salesforce Trailhead: Define Your Vision with V2MOM
NEW QUESTION # 88
A nonprofit wants a report of all memberships that will expire in exactly 30 days.
How should a consultant filter a report on Membership End Date?
- A. Membership End Date is equal to or less than NEXT 30 DAYS.
- B. Membership End Date is equal to NEXT 30 DAYS.
- C. Membership End Date is equal to or greater than NEXT 30 DAYS.
- D. Membership End Date equals NEXT 30 DAYS and does not equal NEXT 29 DAYS.
Answer: D
Explanation:
To create a report of all memberships that will expire in exactly 30 days, the consultant should filter the report on Membership End Date using the condition "Membership End Date equals NEXT 30 DAYS and does not equal NEXT 29 DAYS." This ensures that the report includes only those memberships expiring exactly on the 30th day, excluding those that expire earlier or later.
Salesforce Reporting and Dashboards Guide
Salesforce Nonprofit Cloud Consultant Study Guide
NEW QUESTION # 89
A large nonprofit is a social enterprise that functions like a for-profit corporation. The funding the nonprofit tracks in Salesforce only comes from corporations. The nonprofit needs to manage Leads and track its Opportunity pipeline.
Which account model should the consultant recommend'
- A. Standard Account Model without NPSP
- B. One-to-One Account Model in NPSP
- C. Person Account Model without NPSP
- D. Individual Account Model in N9SP
Answer: A
Explanation:
For a large nonprofit that functions like a for-profit corporation and tracks funding exclusively from corporations, the Standard Account Model without NPSP is the most suitable choice. This model allows the nonprofit to manage Leads and track its Opportunity pipeline effectively, focusing on corporate accounts.
Benefits of the Standard Account Model:
Simplicity: The Standard Account Model is straightforward and designed for organizations that do not need the additional features provided by NPSP.
Corporate Focus: It is well-suited for managing corporate accounts and opportunities without the additional complexities of individual or household account models.
Steps to Implement:
Set Up Standard Account Model:
Use the default Salesforce setup for Accounts, Contacts, Leads, and Opportunities.
Customize as Needed:
Customize the standard objects and fields to align with the nonprofit's specific requirements for tracking corporate funding.
Salesforce Standard Account Model Documentation
Salesforce Trailhead: Manage Accounts and Opportunities
NEW QUESTION # 90
A nonprofit is embarking on an organization implementation to replace numerous outdated systems. A consultant recommends establishing a Lean Governance Framework to ensure compliance, assess risk, and roll out a successful implementation for all users.
Which component is a key process of the Lean Governance Framework?
- A. Power user feedback
- B. Software Development Lifecycle
- C. End user management
- D. Executive buy-m
Answer: B
Explanation:
A key process of the Lean Governance Framework recommended for ensuring compliance, assessing risk, and rolling out a successful implementation is the Software Development Lifecycle (SDLC).
Software Development Lifecycle (SDLC):
SDLC is a framework that defines the processes and stages involved in software development from initial planning through to deployment and maintenance.
Implementing SDLC as part of Lean Governance ensures that all software changes are thoroughly planned, tested, and reviewed, reducing the risk of errors and ensuring compliance with organizational standards.
Components of SDLC in Lean Governance:
Planning: Defining project goals, scope, and requirements.
Design: Creating design specifications and architecture.
Development: Actual coding and development of software.
Testing: Rigorous testing to ensure software meets all requirements and is free of defects.
Deployment: Releasing the software to users.
Maintenance: Ongoing support and updates.
NEW QUESTION # 91
A nonprofit stores a government-issued personal identification number on each constituent's Contact record in an encrypted field.
What should a consultant enable on a Permission Set to ensure the personal identification number is fully accessible by a subset of org users?
- A. View Encrypted Data system permission
- B. View All Data system permission
- C. View All Contact object permission
- D. Manage Encryption Keys system permission
Answer: A
Explanation:
To ensure a subset of org users can fully access the government-issued personal identification number stored in an encrypted field on Contact records, the consultant should enable the "View Encrypted Data" system permission on a Permission Set:
View Encrypted Data System Permission:
This permission allows users to view the full unmasked value of encrypted fields.
It is necessary for users who need to access sensitive data stored in encrypted fields.
Steps to Enable the Permission:
Create or update a Permission Set in Salesforce.
Enable the "View Encrypted Data" permission in the System Permissions section of the Permission Set.
Assign the Permission Set to the appropriate subset of users who require access to the encrypted data.
Security Considerations:
Ensure that only trusted and authorized users are granted this permission due to the sensitive nature of the data.
Regularly review and audit Permission Set assignments to maintain security and compliance.
By enabling the "View Encrypted Data" permission, the nonprofit ensures that authorized users can access sensitive data as needed for their roles.
Salesforce Help: View Encrypted Data Permission
Salesforce Security Documentation
NEW QUESTION # 92
The event manager for a nonprofit organization periodically imports a cleaned, structured list of event registrations. Now should the consultant set up the TDTM Trigger Handlers?
- A. Disable TDTM for specific users.
- B. Disable the Trigger Handler using Apex instead of TDTM.
- C. Disable TDTM for all users.
- D. Disable Opportunity Contact Role trigger handlers.
Answer: A
Explanation:
https://powerofus.force.com/s/article/NPSP-Disable-Trigger-Handlers#ariaid-title3 When periodically importing a structured list of event registrations, it is crucial to ensure that the process is efficient and does not trigger unnecessary automation. Disabling TDTM (Table-Driven Trigger Management) for specific users is a recommended approach.
TDTM Overview:
TDTM allows for managing and controlling the execution of triggers in NPSP.
It provides flexibility to disable specific triggers or exclude certain users from trigger execution during bulk data imports.
Disabling TDTM for Specific Users:
By disabling TDTM for specific users, the import process can be streamlined without triggering unnecessary automation.
This approach ensures that data imports are efficient and reduces the risk of hitting system limits or performance issues.
Steps to Implement:
Navigate to NPSP Settings -> System Tools -> TDTM.
Add the usernames of the users who will be performing the imports to the "Usernames to Exclude" field.
Save the changes to ensure that TDTM triggers are disabled for these users during the import process.
Benefits:
Efficiency: Reduces the load on the system during bulk imports, ensuring faster and more reliable data processing.
Control: Maintains control over which triggers are executed, preventing unintended automation from affecting the imported data.
Additional Considerations:
Ensure that other necessary validations and processes are manually checked or re-enabled after the import if needed.
Monitor the data import process to ensure that it completes successfully without triggering unnecessary automation.
CertGod Nonprofit Cloud Consultant study guide: "Disable TDTM for specific users"【22:18†source】.
NEW QUESTION # 93
A nonprofit wants to make a substantial technology shift that will affect multiple teams and departments.
Which two initial steps should a consultant discuss with the nonprofit?
Choose 2 answers
- A. Establish a sense of urgency.
- B. Form a powerful guiding coalition.
- C. Deploy features to meet departmental requirements.
- D. Summarize final technology implementation steps.
Answer: A,B
Explanation:
When a nonprofit is making a substantial technology shift that will affect multiple teams and departments, the initial steps should include forming a powerful guiding coalition and establishing a sense of urgency. These steps are critical for successful change management.
Form a powerful guiding coalition:
This involves assembling a group with enough power and influence to lead the change effort and encourage collaboration across departments.
Establish a sense of urgency:
Creating a sense of urgency helps build the momentum needed for change by highlighting the importance and benefits of the technology shift to the entire organization.
Kotter's 8-Step Change Model
Salesforce Nonprofit Cloud Consultant Study Guide
NEW QUESTION # 94
A nonprofit has purchased Accounting Subledger. Donations are imported from many sources and updated by staff frequently. The nonprofit wants to configure Accounting Subledger so only the appropriate records are created and available to be exported to finance.
How should the consultant configure Ledger Entries to limit the records exported to finance?
- A. Configure report to filter by stage.
- B. Configure a Sales Process.
- C. Configure Path on Opportune
- D. Configure Stage to State Mapping.
Answer: D
Explanation:
To configure Accounting Subledger so that only the appropriate records are created and available for export to finance, you need to set up Stage to State Mapping. This ensures that only donations at a certain stage are included in the ledger entries. Here are the steps:
Access Accounting Subledger Setup:
Navigate to the Accounting Subledger settings in Salesforce.
Configure Stage to State Mapping:
Define the mapping between Opportunity Stages and Accounting Subledger States.
For example, map the "Closed Won" stage to a state that signifies the donation is ready for ledger entry creation.
Update Opportunity Stages:
Ensure that your Opportunity Stages are correctly set up to reflect the different states of your donation process (e.g., "Pledged", "Received").
Create Ledger Entries:
Once an Opportunity reaches the specified stage (e.g., "Closed Won"), a ledger entry is automatically created.
Only these ledger entries are included in the export to finance.
By configuring the Stage to State Mapping, you ensure that only finalized donations (those that reach a specific stage) are included in the ledger entries, making the finance export process more efficient and accurate.
Salesforce Accounting Subledger Documentation: Stage to State Mapping.
NEW QUESTION # 95
A nonprofit trade association sells research papers, certifications, and other products online to its existing members who are primarily universities and companies.
What should a consultant recommend to sell these items?
- A. Salesforce B2B Commerce
- B. Salesforce B2C Commerce
- C. Salesforce Experience Cloud
- D. Salesforce Billing
Answer: A
Explanation:
For a nonprofit trade association that sells research papers, certifications, and other products online to its existing members who are primarily universities and companies, Salesforce B2B Commerce is the most suitable solution:
Salesforce B2B Commerce:
Salesforce B2B Commerce is designed for business-to-business transactions, making it ideal for organizations that sell products and services to other businesses, such as universities and companies.
It provides features for managing complex pricing, bulk orders, and accounts, which are essential for a trade association dealing with institutional members.
Features and Benefits:
B2B Commerce offers personalized buying experiences, self-service portals for customers, and streamlined order management processes.
It integrates seamlessly with Salesforce CRM, allowing the nonprofit to manage member relationships, sales, and order histories within a single platform.
Salesforce B2B Commerce Documentation
Salesforce Trailhead: Salesforce B2B Commerce Basics
NEW QUESTION # 96
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. Create a trigger that automatically adds any donor as a Campaign Member
- B. Upload a list of all donors as Campaign Members using the Data Import Wizard
- C. Populate the Primary Campaign Source field on the Opportunity record
- D. Enable the Automatic Campaign Member Management in NPSP settings
Answer: C,D
Explanation:
To automatically add donors to the Capital Campaign when they contribute to the Capital Fund, the following steps should be taken:
Populate the Primary Campaign Source Field:
The Primary Campaign Source field on the Opportunity record links the donation to a specific Campaign.
This ensures that donations are tracked under the correct Campaign and allows for accurate reporting and analysis.
Enable Automatic Campaign Member Management:
NPSP (Nonprofit Success Pack) provides a feature for automatic campaign member management.
This feature automatically adds donors to Campaigns based on their donations, streamlining the process and reducing manual work.
To enable this, navigate to NPSP Settings -> Donations -> Automatic Campaign Member Management and activate the feature.
Steps to Implement:
Step 1: Ensure that the Primary Campaign Source field is populated on the Opportunity record whenever a donation is made to the Capital Fund.
Step 2: Enable the Automatic Campaign Member Management feature in NPSP settings to automate the addition of Campaign Members.
Benefits:
Efficiency: Reduces the need for manual updates, saving time and effort.
Accuracy: Ensures that all relevant donations are correctly attributed to the appropriate Campaign, improving reporting and donor management.
CertGod Nonprofit Cloud Consultant study guide: "Enable the Automatic Campaign Member Management in NPSP settings and populate the Primary Campaign Source field on the Opportunity record"【22:8†source】.
NEW QUESTION # 97
A consultant is using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household.
Which manual action will the consultant need to take after the Conversion Utility tool runs successfully?
- A. Move Opportunities from the One-to-One Accounts to the new Household Accounts and Contacts.
- B. Select a Primary Contact for each Household Account.
- C. Move Tasks from the One-to-One Accounts to the new Household Accounts.
- D. Delete One-to-One account records.
Answer: B
Explanation:
After using the Conversion Utility tool to convert an NPSP account model from One-to-One to Household, the consultant needs to manually select a Primary Contact for each Household Account. Here's the detailed process:
Run the Conversion Utility Tool:
Navigate to NPSP Settings.
Under the "Bulk Data Processes" section, find and run the Conversion Utility tool to convert One-to-One Accounts to Household Accounts.
Review Converted Records:
Once the Conversion Utility tool runs successfully, review the newly created Household Accounts.
Each Household Account should have the associated Contacts correctly linked.
Select a Primary Contact for Each Household:
Go to each new Household Account.
Manually select a Primary Contact from the list of related Contacts. This step is crucial as the Conversion Utility does not automatically set the Primary Contact.
The Primary Contact field is used in many NPSP features and reports, so ensuring it is correctly set is important.
By performing this manual action, you ensure that the data integrity and functionality within NPSP are maintained after the conversion.
Salesforce NPSP Documentation: Convert One-to-One Accounts to Household Accounts Salesforce Trailhead: Manage Households in NPSP
NEW QUESTION # 98
A nonprofit customer must conflict and store its clients' government-issued ID number. The consultant has set up a custom text field for the ID number. Which security solution should be used to protect this data?
- A. Turn on two-factor authentication for the staff members who need to collect and use the government ID number field data
- B. Encrypt the government ID field with Classic Encryption for Custom Fields and grant View Encrypted Data permission only to those users who have to interact with the data
- C. Set the org wide default on Contacts to Private so only the user who owns the Contact records can access it.
- D. Restrict visibility by removing it from the page layout and utilizing role hierarchy to prevent users from accessing that field except for the staff who need to interact with the government ID data
Answer: B
Explanation:
To protect sensitive data like a government-issued ID number, encrypting the field and carefully managing access permissions is crucial. Here's a step-by-step guide on implementing this security solution:
Create the Custom Field:
Navigate to Setup.
In the Object Manager, select the relevant object (e.g., Contact).
Click on Fields & Relationships.
Create a new Text field for the government-issued ID number.
Enable Classic Encryption for Custom Fields:
In Setup, search for "Encryption Policy".
Enable "Encrypt Custom Fields".
Select the custom field you created for the government-issued ID and mark it for encryption.
Set Permissions:
Navigate to Setup.
Go to Profiles or Permission Sets.
Ensure only the necessary profiles/permission sets have the "View Encrypted Data" permission:
Click on the relevant Profile or Permission Set.
In System Permissions, enable "View Encrypted Data".
Assign this permission only to those users who need to interact with the government ID data.
Adjust Field-Level Security:
In the Object Manager, select the custom field for the government ID.
Click on "Set Field-Level Security".
Ensure the field is visible only to the necessary profiles.
Remove the field from page layouts for users who should not access it.
Test the Setup:
Log in as a user with access to the encrypted data to verify they can view and interact with the data.
Log in as a user without access to ensure they cannot see the encrypted field.
By following these steps, you ensure that the government-issued ID number is encrypted and only accessible to authorized personnel, thereby protecting sensitive client data effectively.
Salesforce Security Guide: Classic Encryption for Custom Fields
Salesforce Permission Sets: Managing Permissions
NEW QUESTION # 99
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