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[General] Nonprofit-Cloud-Consultant Hot Spot Questions - Nonprofit-Cloud-Consultant Lates

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【General】 Nonprofit-Cloud-Consultant Hot Spot Questions - Nonprofit-Cloud-Consultant Lates

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q60-Q65):NEW QUESTION # 60
A nonprofit using Salesforce configured with Person Accounts has recently installed NPSP into its org.
Which two configurations should a consultant set to ensure that Person Accounts and NPSP can coexist?
Choose 2 answers
  • A. Create a validation rule to prevent the creation of Person Accounts.
  • B. The default record type for profiles of any user who converts leads is different than the Person Account record type.
  • C. The Household record type in NPSP Settings is different than the Person Accounts record type.
  • D. Remove permissions to Person Accounts for all profiles except System Admin.
Answer: B,C
Explanation:
To ensure that Person Accounts and NPSP can coexist within the same Salesforce org, follow these configurations:
* Different Household Record Type in NPSP Settings:
* Navigate to NPSP Settings.
* Ensure that the Household record type specified in NPSP settings is different from the Person Account record type.
* This prevents conflicts and ensures that NPSP correctly distinguishes between Household Accounts and Person Accounts.
* Default Record Type for Profiles of Users Converting Leads:
* Go to Setup > Profiles.
* Ensure that the default record type for any profiles of users who convert leads is not set to the Person Account record type.
* This ensures that when leads are converted, they do not automatically become Person Accounts, which could disrupt the NPSP data model.
By following these configurations, the nonprofit can effectively manage both Person Accounts and NPSP functionalities within the same Salesforce environment.
Salesforce NPSP Documentation: NPSP Configuration.
Salesforce Person Accounts Guide: Person Accounts.

NEW QUESTION # 61
A nonprofit organization uses direct mail as one of its communication channels and wants to track mailing and seasonal addresses for its donors. What should be included in the solution?
  • A. Multiple custom Address fields
  • B. Multiple Contact Point Address records
  • C. Multiple Person Account records
Answer: B
Explanation:
Managing complex constituent movement-such as "Snowbirds" who live in Florida for the winter and New York for the summer-is a classic nonprofit challenge. In the modern Nonprofit Cloud, the data model has shifted away from the simple "Mailing Address" fields on the Account/Contact toward the Contact Point Address (CPA) object.
How a Consultant Implements Seasonal Addresses:
* Contact Point Address Object: Instead of adding custom fields to the Person Account, the consultant uses the related Contact Point Address object. A single donor (Person Account) can have multiple CPA records (e.g., "Summer Home" and "Winter Home").
* Seasonal Fields: The CPA object includes standard fields specifically for this purpose: Seasonal Start Month/Day and Seasonal End Month/Day.
* Address Synchronization: When the current date falls within the "Winter" range, the Automatic Person Account Mailing Address Synchronization can ensure that the "Winter" address is marked as Is Primary, which then mirrors that address into the standard mailing fields on the Person Account record for use in direct mail exports.
* Usage Type: Each CPA record can be categorized using the Usage Type field (e.g., Home, Work, Temporary).
Using Multiple Contact Point Address records is the architecturally sound approach because it maintains a single "source of truth" for the person (one Person Account) while allowing for an unlimited history of geographic locations. Option A (Custom fields) is difficult to report on and scale, while Option B (Multiple records for the same person) causes data duplication and fragments the donor's giving history.

NEW QUESTION # 62
A fundraising associate needs to print mailing labels for the latest direct mail campaign to families who give to the nonprofit organization. The organization uses the Household Account model with Address Management.
Which object and address field should the associate use when building the report?
  • A. Contact; Other Address
  • B. Account; Shipping Address
  • C. Contact; Mailing Address
  • D. Account; Billing Address
Answer: C
Explanation:
For generating mailing labels for a direct mail campaign in Salesforce Nonprofit Cloud, it's essential to use the correct object and address field, especially when the organization employs the Household Account model with Address Management. Here's a detailed explanation:
Understanding Household Account Model:
The Household Account model in Salesforce Nonprofit Cloud groups related contacts under a single account, representing a household. This model helps nonprofits manage donor relationships effectively.
Scenario Explanation:
The fundraising associate needs to print mailing labels for families who give to the organization. The key is to pull the correct address for each family.
Steps to Build the Report:
Choose the Contact Object: In Salesforce, the Contact object holds individual donor details, including their addresses. When using the Household Account model, the address information is managed at the contact level.
Select the Mailing Address Field:
Navigate to Reports in Salesforce and create a new report based on the Contacts & Accounts report type.
Include the necessary fields such as Contact Name and Mailing Address.
Filter for Donors: Apply filters to ensure you are only including contacts who are donors. This can be based on donation history or related opportunities.
Format for Mailing Labels: Adjust the report format to ensure it can be used for mailing labels. This might involve creating a custom report format or exporting the data for use in an external mailing label tool.
Why Not Other Options:
Option A: Using the Account object and Billing Address is inappropriate because the Billing Address often pertains to the primary address for account records, which might not accurately reflect the household mailing address.
Option B: Contact's Other Address field is typically used for secondary addresses and not the primary mailing address.
Option C: Account's Shipping Address is also less relevant for mailing labels within the context of Household Account models where individual contact addresses are used.
By using the Contact object and the Mailing Address field, the fundraising associate can ensure that the mailing labels are accurate and reflect the correct addresses for each donor family.
Reference:
Salesforce Nonprofit Cloud Documentation on Household Account Model
Salesforce Reports and Dashboards Guide

NEW QUESTION # 63
A nonprofit customer wants to have the status for a Campaign Member on a fundraising campaign automatically update when a donation is received from that Contact.
What should the consultant recommend?
  • A. Create a workflow rule that updates the Campaign Status when an Opportunity is created.
  • B. Use Process Builder to update the Contact's campaign member record.
  • C. Create an Apex Trigger to update the Contact's Campaign record.
  • D. Enable Automatic Campaign Member Management in NPSP settings.
Answer: D
Explanation:
To ensure that the status for a Campaign Member on a fundraising campaign is automatically updated when a donation is received from that Contact, the Automatic Campaign Member Management feature in NPSP can be used. Here's how to enable and configure it:
* Navigate to NPSP Settings:
* Go to Setup.
* In the Quick Find box, type "NPSP Settings" and select it.
* Enable Automatic Campaign Member Management:
* In the NPSP Settings, navigate to "Donations".
* Find the "Automatic Campaign Member Management" section.
* Enable this feature by checking the corresponding box.
* Configure the Settings:
* Define the criteria for when and how Campaign Member statuses should be updated. For example, you can specify that the status should change to "Responded" when a donation is received.
* Save Settings:
* Save the changes to activate the automatic updates.
This setup ensures that Campaign Member statuses are updated automatically based on the criteria defined, reducing manual effort and improving accuracy.
"Automatic Campaign Member Management" from Salesforce Help: Automatic Campaign Member Management
"NPSP Settings Overview" from Salesforce.org: NPSP Settings

NEW QUESTION # 64
A nonprofit organization wants to integrate its event management system and Salesforce. The organization wants to automatically send event and event attendee data from its event management system and create Campaigns and Campaign Members in Salesforce on a daily basis. What should the consultant recommend?
  • A. Export event and event attendee information to the NPSP Import Template and import into Salesforce
  • B. Consider using a middleware tool to integrate the event management system with Salesforce
  • C. Consider using Salesforce Connect
  • D. Export Campaign and Campaign Member information and import into the event management system
Answer: B

NEW QUESTION # 65
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