Topic 1: Exam Pool A
A financeassociate needs to track specific funds associated with gifts from individuals and
organizations. Gifts may be received as either single amounts associated with one or more
funds, and totals by fund will need to be reported on for reconciliation with a finance
system.
How should the consultant accomplish this with NPSP?
A.
Create Campaign records for each of the funds, create a custom Lookup to Campaigns on the Payment Object, and associate them with Payment records representing the amounts towards each fund.
B.
Create General Accounting Unit records for each of the funds, and associate them with the Opportunity by GAU Allocation record amounts representing the amounts towards each fund.
C.
Create a custom multi-select picklist on the Opportunity record toallow for choosing each of the funds towards which the gift is designated.
D.
Create Campaign records for each of the funds, and associate them with the
Opportunity Primary Campaign field on the Opportunity records representing the amounts
Create General Accounting Unit records for each of the funds, and associate them with the Opportunity by GAU Allocation record amounts representing the amounts towards each fund.
How can a gift officer determine if an acknowledgment letter was sent for a donation?
A.
Check the Status picklist value on the Task object.
B.
Check if the Campaign Member status is set to "Acknowledged".
C.
Check the Acknowledgement Status picklist value on the Opportunity object.
D.
Check theAcknowledgement Status picklist value on the Contact object.
Check the Acknowledgement Status picklist value on the Opportunity object.
A membership organization needs to send out automated renewal emails on a 30/60/90
period. Each referenced email template needs to differ based on the members' web site
visits. Which automation method should a consultant recommend?
A.
Process Builder
B.
Apex Trigger and Scheduler
C.
Time-Based Workflow
D.
Pardot
Pardot
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 only change existing Opportunities to the new naming
convention by using the "Refresh Name" action.
C.
The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.
D.
The custom naming convention only applies to new Opportunities of matching record types; it is not retroactive.
The organization should only change existing Opportunities to the new naming
convention by using the "Refresh Name" action.
The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.
A consultant is about to begin a data project with a nonprofit to clean up Opportunity data. Which opportunity data situation requires a consultant to temporarily disable NPSP
Triggers for performance reasons?
A.
Uploading 600,000 new Organization Accounts without addresses
B.
Uploading 400,000 new records to a custom object
C.
Uploading 100,000 new Task records
D.
Uploading 1 million new Contact records
Uploading 1 million new Contact records
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