Salesforce-Nonprofit-Success-Pack-Consultant Practice Test Questions

Explanation:
This scenario describes a common batch gift entry process from an external vendor. The key requirements are: importing donor data, de-duplicating against existing records, and correctly associating the gifts (Opportunities) with the relevant solicitation effort (Campaign). The NPSP Data Importer is the native, purpose-built tool for this exact task, as it handles all three steps in a guided process.

Correct Option:

D. Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Campaigns.
The NPSP Data Importer is specifically designed for this use case. It provides a guided interface to map spreadsheet columns, automatically matches and de-duplicates Contacts based on configurable matching rules during import, and allows you to create Opportunities and associate them with an existing Campaign in a single process.

Incorrect Options:

A. Use the Salesforce Data Loader to upload the spreadsheet and then manually check for duplicates and use the NPSP Contact Merge tool to de-duplicate records.
Data Loader is a powerful tool but does not perform automated matching or de-duplication during import. It would create pure inserts, leading to duplicate records. The subsequent manual checking and merging would be extremely time-consuming and error-prone for a monthly process.

B. Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Recurring Donations.
While the Data Importer is correct, the scenario describes one-time direct mail donations, not ongoing pledges or installments. Associating them with Recurring Donations is incorrect. The gifts should be linked to the Campaign they responded to for accurate attribution.

C. Use the Salesforce Import Wizard to upload the spreadsheet and then de-duplicate records using the NPSP Contact Merge tool.
The standard Salesforce Import Wizard has limited de-duplication logic (typically only on Email) and is not optimized for the NPSP's Household Account model. Like option A, this would likely create duplicates, requiring a cumbersome, manual post-import cleanup process.

Reference:
NPSP Documentation: "Use the Data Import Tool." This resource details how the tool uses Matching Rules to prevent duplicates and how to map imports to create Opportunities and associate them with Campaigns, which is a best practice for tracking marketing attribution.

Explanation:
The Nonprofit Success Pack (NPSP) is delivered as a managed package on the Salesforce platform. Unlike the major Salesforce core releases (Spring, Summer, Winter), which occur three times per year, the NPSP managed package typically receives smaller, incremental updates and bug fixes on a much more frequent schedule. These frequent, automated updates ensure that nonprofits receive fixes and minor enhancements quickly without having to wait for the larger, platform-wide releases.

Correct Option: C

C. Once every two weeks
The standard cadence for releasing patches, minor bug fixes, and incremental feature updates for the NPSP managed package is approximately bi-weekly (once every two weeks).

This continuous release schedule allows the Salesforce.org team to quickly address issues and roll out non-breaking enhancements to production orgs with minimal disruption.

These updates are automatically pushed and installed, often requiring little to no action from the end-user or administrator.

Incorrect Option:

A. Three times per year
This frequency aligns with the major, platform-wide Salesforce Core Releases (Winter, Spring, Summer). While NPSP features and documentation are often updated and align with these releases, the NPSP managed package itself receives more frequent updates outside of this core schedule.

B. Four times per year
This is not the standard cadence for either the Salesforce core platform or the NPSP managed package. The core platform releases three times annually. NPSP's rapid deployment model is far more frequent than quarterly.

D. Once every month
While monthly updates would be frequent, the standard NPSP managed package release cycle is even more frequent, targeting bi-weekly pushes to production orgs to maintain agility and responsiveness to reported issues.

Reference:
Find Your NPSP Installation Date and Version - Salesforce Help.

Explanation:
In NPSP, the Relationships object (npe4__Relationship__c) is specifically designed to track personal connections between Contacts such as siblings, children, spouses (current or former), and deceased relatives. These are created manually or via automation and support custom Relationship Types (e.g., “Sibling”, “Ex-Spouse”, “Deceased Spouse”). Affiliations are reserved for formal organizational connections (employer, school, board), not family or personal relationships.

Correct Option:

A – Add them as Relationship entries manually
NPSP provides out-of-the-box and customizable Relationship Types including “Sibling”, “Former Spouse”, and the ability to mark a related Contact as deceased.

Relationships automatically create reciprocal records (e.g., if Contact A is “Sibling” of Contact B, B becomes “Sibling” of A).

This is the supported, native way to manage complex family structures beyond parent/child or spouse without custom objects.

Incorrect Option:

B – Add them as Relationship record types
The Relationship object does not use Record Types for different connection types; it uses the npe4__Type__c picklist field instead. Record Types are not enabled on this object.

C – Add them as Affiliation entries manually
Affiliations (npe5__Affiliation__c) connect a Contact to an Organization Account (e.g., employer, university), not to another individual Contact.

Using Affiliations for personal relationships would break reporting and Household functionality.

D – Add them as Affiliation record types
Same as C – Affiliations are strictly Contact-to-Organization relationships. They also do not use Record Types for different connection categories.

Reference:
NPSP Documentation → Relationships → “Creating Custom Relationship Types”

Explanation:
This question focuses on integrating the "Volunteers for Salesforce" (V4S) managed package, a common NPSP add-on, to capture volunteer data from a public website. The requirement is a public-facing form for prospective volunteers, not a tool for internal users or customer support. The correct solution must leverage the functionality specifically designed for this purpose within the V4S package.

Correct Option:

B. Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.
The V4S package includes a pre-built "Volunteer Signup Form" component designed to be embedded on a public website. It captures volunteer contact information, interests, skills, and availability directly into the Salesforce Volunteer object, integrating seamlessly with Jobs and Shifts. This is the standard, out-of-the-box method for online volunteer recruitment in the NPSP ecosystem.

Incorrect Options:

A. Create a web-to-case form in Salesforce with the fields needed.
Web-to-Case is designed for customer service inquiries, not volunteer management. It would create Case records instead of Volunteer or Contact records, breaking the standard V4S data model and requiring complex automation to route data correctly. It does not integrate with V4S Jobs and Shifts.

C. Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.
This is impractical and insecure. Chatter Free licenses are for internal collaboration, not for public user registration. It would require manually creating user accounts for every prospect, creating a major administrative and security burden, and would not provide a public web form.

D. Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.
This option names a non-standard component. While V4S can utilize Experience Cloud sites, the specific "Volunteer Signup Form" (Option B) is the standard, lightweight method for embedding a form on an existing website. A full Experience Cloud site is a heavier, more complex implementation not required by the scenario.

Reference:
"Volunteers for Salesforce" Administrator Guide, specifically the sections on "Volunteer Signup Form" or "Getting Volunteers from Your Website." This details the setup of the embeddable form code for capturing volunteer applications.

Explanation:
The Nonprofit Success Pack (NPSP) is a collection of managed packages, but the easiest and recommended way to install all the necessary components at once into an existing Salesforce organization is by using the official NPSP Installer. This specialized web page simplifies the process, ensuring all interdependent packages are installed in the correct order. After installation, critical configuration steps must be performed within the NPSP Settings area of the organization to finalize the setup.

Correct Option: B

B. Visit the NPSP Installer page, install in the target organization, and complete the post-install instructions
NPSP Installer Page: Salesforce.org provides a specific installation link, often referred to as the NPSP Installer (or sometimes linked from the official Power of Us Hub documentation). This link is the single best starting point as it bundles the core NPSP package and all its necessary component packages (like Households, Recurring Donations, etc.) into one streamlined installation process.

The installation is followed by crucial configuration steps found in NPSP Settings (such as enabling the Household Account Model and configuring default opportunity contact roles).

Incorrect Option:

A. Download each NPSP component from the AppExchange, install in the target organization, and complete the post-install instructions
While NPSP components are managed packages found on the AppExchange, downloading and installing them individually is not the recommended method. The NPSP installer link (Option B) manages the correct order and dependencies of these multiple components, preventing potential installation errors that could arise from manual, piece-by-piece installation.

C. Download each NPSP component from The Powrt of Us Hub, install organization, and complete the post-install instructions
The Power of Us Hub is the main community forum for nonprofit users, and while it hosts documentation and links, it does not host the installation files directly. The installer link is accessed via the documentation, and the installation package is hosted by Salesforce, not downloaded directly from the Hub.

D. Visit the NPSP Conversion Utility tool, install in the target organization, and complete the post-install instructions
The NPSP Conversion Utility is a specific tool used primarily for converting older nonprofit data models (like the 1-to-1 Account Model) to the newer, recommended NPSP Household Account Model. It is not the initial tool used to install the NPSP packages themselves

Reference:
Install NPSP in a New or Existing Org - Salesforce Help

Explanation:
The Salesforce.org website offers tailored trial experiences for nonprofits to explore Nonprofit Cloud solutions, including options like Lightning Enterprise Edition (core platform) or Lightning Enterprise + NPSP (with nonprofit-specific features pre-installed). These trials are designed for evaluation and custom configuration, lasting 30 days to allow sufficient time for requirements gathering and design without commitment. This setup ensures consultants can prototype effectively before transitioning to production via the Power of Us program.

Correct Option:

B – The trial choices include Lightning Enterprise or Lightning Enterprise + NPSP
Nonprofit Cloud trials on Salesforce.org provide two primary configurations: Lightning Enterprise Edition for basic CRM exploration, or Lightning Enterprise + NPSP for immediate access to fundraising, household management, and donor tools.

This allows consultants to select based on the organization's focus—core Salesforce features or nonprofit-optimized extensions—facilitating targeted requirement sessions and design mockups during the trial phase.

C – The free trial period is for 30 days
All Nonprofit Cloud trials expire after 30 days, providing a fixed window for testing, configuration, and feedback without ongoing costs.

This duration balances comprehensive evaluation (e.g., custom fields, workflows) with urgency to plan for production migration, ensuring the consultant can deliver value within the trial's constraints.

Incorrect Option:

A – Five licenses are included at no cost for qualified customers
The Power of Us program provides 10 free licenses (not 5) to eligible nonprofits post-trial, but trial orgs themselves include unlimited admin/developer access without specifying user license counts for evaluation purposes.

D – It is a Developer Edition
Nonprofit Cloud trials use Enterprise Edition orgs pre-configured for nonprofits, not Developer Editions, which are geared toward individual learning or coding and lack the full enterprise features needed for organizational design work.

Reference:
Salesforce.org Trial Experiences

Explanation:
This question assesses foundational data governance and maintenance best practices for a new administrator inheriting an NPSP org. The focus is on hygiene practices that improve system health, usability, and data quality, not on creating new data structures or performing destructive deletions without audit.

Correct Options:

A. Organize reports into appropriate folders.
This is a critical hygiene practice for maintainability and user adoption. Organizing reports into public folders with clear naming conventions prevents report sprawl, makes it easier for users to find information, and allows for proper management of sharing and permissions, which is essential in a multi-user nonprofit environment.

C. Run Health Check.
Health Check is a primary Salesforce hygiene tool. It scans the org's security and performance settings against Salesforce standards, identifying critical vulnerabilities like weak password policies, outdated TLS settings, or overly permissive object permissions. This should be a first step for any new admin to understand the baseline security posture.

Incorrect Options:

B. Create a new custom object to store legacy data.
This is not a hygiene practice; it is a schema change that adds complexity. Blindly moving "legacy data" without a clear business need or data archiving strategy can worsen data management. Proper hygiene involves auditing, cleaning, and potentially archiving or purging legacy data, not just relocating it.

D. Delete all past activities.
This is a destructive, non-selective action that violates data integrity and compliance. Past activities (Tasks, Events) are vital historical records of donor and constituent interactions. A proper hygiene practice would involve defining a data retention policy and using tools like the Data Archive service or batch deletion of records beyond a legal retention period, not a blanket deletion.

Reference:
Salesforce Help: "Health Check" and "Best Practices for Organizing Reports and Dashboards." NPSP-specific data management guidance also emphasizes regular audits, using Health Check, and maintaining organized report folders for operational clarity.

Explanation:
The consultant's primary task is to determine the health, complexity, and readiness of the existing Salesforce environment before installing a major managed package like NPSP. Installing NPSP into an overly customized or poorly optimized environment can lead to significant conflicts, performance issues, and data integrity problems. The Salesforce Optimizer is the native tool designed specifically to analyze an organization's configuration, customizations, code, and usage to provide a detailed report of potential issues and best-practice recommendations, making it the ideal first step in this crucial evaluation.

Correct Option: A

A. Salesforce Optimizer
The Salesforce Optimizer runs a comprehensive scan of the organization's configuration, including custom fields, unused objects, complex automation (like Workflow Rules or Process Builders that may conflict with NPSP triggers), and code quality.

The resulting report provides actionable recommendations for cleaning up, consolidating, or migrating legacy components.

By using the Optimizer, the consultant can assess the risk and effort involved in cleaning the current org versus starting fresh, which directly informs the final recommendation to the nonprofit.

Incorrect Option:

B. Lightning Experience Migration Assistant
This tool is specifically designed to help organizations transition from Salesforce Classic to Lightning Experience (LEX). While important for user experience, it does not analyze the underlying data model, custom code, or administrative complexities that would pose a problem when installing a new managed package like NPSP.

C. Setup Audit Trail
The Setup Audit Trail is a history log that tracks administrative changes (e.g., who created a field, when a user was assigned a permission set). It is an audit tool for accountability and troubleshooting recent changes, but it does not analyze the overall technical health, complexity, or readiness of the entire organization for a new package.

D. NPSP Health Check
The NPSP Health Check is an NPSP-specific tool used AFTER NPSP has been installed. Its purpose is to check for common NPSP data errors (like Opportunities missing payments) and configuration inconsistencies within the NPSP settings. Since the NPSP package has not yet been installed, this tool cannot be run to assist with the initial evaluation.

Explanation:
The Individual (“Bucket”) Account model creates one single Account record named “Individual” and attaches all Contacts to it. While still supported in NPSP, Salesforce and the nonprofit community strongly discourage its use in new implementations, especially with large data volumes. The main risks are severe Account data skew (one Account linked to tens or hundreds of thousands of Contacts), which causes performance degradation, locking issues, and slow queries/reports.

Correct Option:

C – The Account name is identical to the Contact name.
In the Bucket model, the Account is literally called “Individual” (or sometimes “Bucket”).

Every Contact’s Account Name field shows “Individual” regardless of the person’s actual name, which confuses users and makes standard Salesforce reports (e.g., Account List views) useless.

This is a key usability drawback compared to Household or One-to-One models.

D – There is a risk of account data skew with the Individual account model and the large volume of contacts.
One Account record can have hundreds of thousands of related Contacts, Opportunities, and other child records.

This creates hot Account rows, leading to record locking contention, slow DML operations, time-outs during data loads, and degraded reporting performance.

Salesforce explicitly warns against this pattern in high-volume orgs.
Incorrect Option:

A – The Individual account model is a legacy account model and is no longer recommended
This statement is true and important, but the question asks for considerations specifically “in this situation” (migration + large volume of Contacts).

While it is no longer recommended, it is not the strongest answer here because it is a general recommendation, not a direct consequence of the large data volume.

B – Once the Individual model is enabled, it cannot be changed
This is false. You can migrate from Bucket to Household or One-to-One model using NPSP tools (Household conversion wizard) or third-party data migration tools, although it requires planning and cleanup.

Reference:
NPSP Documentation → Account Models → “Choosing an Account Model”

Explanation:
This question tests knowledge of the core search functionality within the Volunteers for Salesforce (V4S) package. The requirement is to dynamically search the volunteer pool using multiple criteria: a specific skill and a specific availability. This requires a tool that can query the underlying Volunteer object and its related fields, not just list or report on Contacts.

Correct Option:

B. Click on the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the values you're looking for and hit search.
The Find Volunteers tab is a dedicated search page in V4S designed for this exact purpose. It allows the manager to input dynamic search criteria across key volunteer attributes like Skills, Availability, Status, and location. It returns a real-time list of matching Volunteer records (and their related Contacts), which is the most direct and efficient method.

Incorrect Options:

A. Create a list view on Contacts using a filter for those who have skills that include landscaping. Add the field for Volunteer Availability on the list view and sort by it to find those with landscaping skills who are available at the given time.
List Views on the Contact object have significant limitations. They cannot filter on multi-select picklist fields (like Skills) with "includes" logic, nor can they filter dynamically on a specific date/time for Availability. Sorting by availability does not filter out unavailable volunteers. This method is ineffective for the stated need

C. Use the Volunteers Wizard to look for volunteers with landscaping skills and Volunteer Availability and choose those available at the given time.
The "Volunteers Wizard" is not a standard component of the V4S package for searching volunteers. This is a distractor term. The correct, wizard-like guided search tool is the Find Volunteers page described in option B.

D. Create a report with the report type Contacts with Volunteer Hours and Volunteer Jobs. Filter the report by the Volunteer Job for landscaping and Volunteer Availability at the time the Volunteer Manager needs them.
This report type focuses on historical data—past Volunteer Hours and Jobs—not on a volunteer's current skills and availability for future shifts. Availability is a field on the Volunteer object indicating general times they are free, not a filter tied to a specific past job. You cannot filter for a future "given time" in this report type.

Reference:
Volunteers for Salesforce (V4S) Help: "Find Volunteers." This documentation details how to use the multi-criteria search functionality on the Find Volunteers page to locate volunteers based on skills, availability, interests, and other attributes.