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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:

1. A board member introduced a high-net-worth individual to the work of the nonprofit. The individual made a donation at an event.
The fundraising manager wants to record this information in Salesforce. It is important the donation is hard credited to the individual while ensuring this donation, as well as any future donations from the individual, are soft-credited to the board member. The board member and the individual already exist as contacts in Salesforce.
How should the data be entered*?

A) Create the donation opportunity for the individual. Add the board member as a Soft Credit contact role for the donation. Create k^a relationship between the board member and the individual.
B) Create a relationship between the individual and the board member. Create the donation opportunity for the individual. Enter a Partial Soft Credit for the board member.
C) Create a relationship between the individual and the board member. Create the donation opportunity for the individual. Add the
D) Create a relationship between the individual and the board member with a Related Opportunity Contact Role of Soft Credit. Create the donation opportunity for the individual.

2. 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 the Volunteers Personal Site and direct the volunteer to record hours on the tab there.
B) 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.
C) 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.
D) 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.

3. A nonprofit organization created a custom Opportunity name for all organization donations.
Which two considerations should the consultant discuss with the organization? Choose 2 answers

A) The organization should change existing Opportunities to the new naming convention through an upsert.
B) The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.
C) The custom naming convention only applies to new Opportunities of matching record types; it is not retroactive.
D) The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action.

4. A human services nonprofit needs to track client goals and action items related to those goals. The nonprofit is unsure whether Program Management Module alone will meet Its requirements. The nonprofit is considering whether to implement Nonprofit Cloud Case Management.
What should the consultant discuss with the nonprofit?

A) Case Management requires Experience Cloud licenses.
B) Program Management Module can track Case Plans and Action Items.
C) Program Management Module has custom objects for calendars and activities.
D) Case Management has a custom object for tracking goals.

5. 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) Deploy features to meet departmental requirements.
C) Form a powerful guiding coalition.
D) Summarize final technology implementation steps.

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