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質問 # 117
A nonprofit organization has a large volume of contacts, organizations, and address records. The organization wants to migrate all of its data into its NPSP org.
What are two considerations? Choose 2 answers
- A. Address verification only works with the one-to-one and individual ("Bucket") Account models.
- B. Tracking addresses with the Address object may introduce more complexity.
- C. There is a limit of three addresses per contact or organization that can be migrated into NPSP.
- D. Migrating all historical address information impacts system data storage.
正解：B、D
解説：
When migrating a large volume of contacts, organizations, and address records into NPSP, it is essential to consider the following:
Complexity with the Address Object:
Using the Address object to track addresses can introduce complexity, especially if multiple addresses per contact or organization need to be managed. This complexity arises from the need to ensure all address records are correctly linked and maintained.
Impact on Data Storage:
Migrating all historical address information can significantly impact system data storage. Salesforce has storage limits, and large volumes of data can quickly consume available storage. It is important to plan for data storage needs and consider archiving or summarizing historical data to manage storage usage effectively.
Steps for Migration:
Data Preparation:
Clean and standardize the data before migration to ensure consistency.
Identify and remove duplicates to avoid data redundancy.
Data Mapping:
Map the fields from the legacy system to the corresponding fields in NPSP, including custom fields if necessary.
Data Import Tools:
Use Salesforce Data Loader or the NPSP Data Importer for the migration process.
Import data in batches, starting with Accounts, followed by Contacts, and then address information.
Testing and Validation:
Test the migration in a sandbox environment to identify and resolve any issues.
Validate the imported data to ensure accuracy and completeness.
Reference:
"Data Import Strategies for Nonprofits" from Salesforce Help: Data Import Strategies
"Address Management in NPSP" from Salesforce.org: Address Management
質問 # 118
How should a consultant install NPSP in an existing Salesforce org?
- A. Install each NPSP component from the Trailblazer Community.
- B. Install using the NPSP Conversion Utility tool.
- C. Install from the NPSP Installer page.
- D. Install each NPSP component from the AppExchange.
正解：C
解説：
https://powerofus.force.com/s/article/NPSP-Install
質問 # 119
A consultant is tasked with implementing NPSP for a UK-based nonprofit. One of their requirements is to localize the US-focused labels of some NPSP fields, such as replacing all references to Organization with Organisation.
What should the consultant do to meet the requirement?
- A. Override the default English labels in Translation Workbench.
- B. Reword the field label in Setup.
- C. Activate English (UK) In Language Settings.
- D. Create a support case to change the label.
正解：C
解説：
To localize the US-focused labels of some NPSP fields for a UK-based nonprofit, such as replacing "Organization" with "Organisation," the consultant should activate English (UK) in Language Settings. Here's why:
Activate English (UK):
Salesforce supports multiple languages and localizations, including English (UK), which provides localized labels for standard fields and objects.
By activating English (UK), the system will automatically use British English conventions, replacing US-centric terms with UK equivalents.
This is a straightforward and efficient method to localize field labels without the need for custom development or manual label changes.
Reference:
Salesforce Language Settings Documentation
Salesforce Localization and Translation Guide
質問 # 120
A nonprofit wants to use Customizable Rollups in its NPSP org.
What should the consultant advise1?
- A. Existing User Defined Rollups need to be re-created as Customizable Rollups.
- B. Advanced Currency Management is unsupported by Customizable Rollups.
- C. After Customizable Rollups are enabled, it is irreversible.
- D. Customizable Rollups can only be used in orgs using the Household Account model.
正解：C
解説：
Customizable Rollups in NPSP provide a flexible way to manage rollup calculations for donations and other records. However, once Customizable Rollups are enabled, the action is irreversible. This means you cannot revert to the standard rollup settings after enabling Customizable Rollups.
Steps to Enable:
Enable Customizable Rollups:
Navigate to NPSP Settings -> Donations -> Customizable Rollups.
Enable the Customizable Rollups feature.
Configure Rollups:
Set up the necessary rollup rules and configurations to match the nonprofit's data tracking and reporting needs.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Configure Customizable Rollups in NPSP
質問 # 121
A nonprofit needs to frequently import membership renewal and donation dat a. Each Import needs a different configuration that will update existing Contacts in addition to creating Opportunities.
Which tool should the consultant recommend?
- A. NPSP Data Importer
- B. Salesforce Data Loader
- C. NPSP Batch Data Import
- D. Salesforce Import Wizard
正解：A
質問 # 122
A nonprofit needs to frequently import membership renewal and donation dat a. Each Import needs a different configuration that will update existing Contacts in addition to creating Opportunities.
Which tool should the consultant recommend?
- A. NPSP Data Importer
- B. Salesforce Data Loader
- C. NPSP Batch Data Import
- D. Salesforce Import Wizard
正解：A
解説：
To handle frequent imports of membership renewal and donation data, where each import needs a different configuration to update existing Contacts and create Opportunities, the NPSP Data Importer should be recommended:
NPSP Data Importer:
The NPSP Data Importer is specifically designed for nonprofits and supports complex data import needs, including updating existing records and creating new ones.
It allows you to map fields from your import file to Salesforce fields, ensuring data is correctly placed.
Set Up the Import:
Prepare your data in a CSV format.
Go to the NPSP Data Importer app in Salesforce.
Create separate templates for membership renewals and donations to handle different configurations.
Map Fields:
Use the mapping feature to map fields from your import file to the corresponding Salesforce fields.
Ensure that you map fields for Contacts, Opportunities, and any custom fields needed for memberships and donations.
Run the Import:
Upload your data file and run the import process.
Monitor the import progress and check for any errors or discrepancies.
Verify Data:
After the import is complete, verify that the data has been correctly updated and new records have been created as expected.
Check the updated Contacts and newly created Opportunities to ensure data integrity.
Reference:
Salesforce Nonprofit Success Pack (NPSP) documentation on the Data Importer CertGod Nonprofit Cloud Consultant guide
質問 # 123
A developer wrote a trigger on the Contact object.
What are two benefits of using Table-Driven Trigger Management (TDTM) the consultant should discuss with the developer?
Choose 2 answers
- A. Review code coverage.
- B. Control the order in which the code executes.
- C. Identify code that is unused.
- D. Disable specific pieces of code.
正解：B、D
解説：
Explanation
https://powerofus.force.com/s/article/NPSP-TDTM-Overview
質問 # 124
A nonprofit wants to deploy Nonprofit Cloud Case Management into its production org.
Which two prerequisites should be considered prior to installing Case Management?
Choose 2 answers
- A. Ensure Volunteers for Salesforce is properly configured
- B. Enable My Domain
- C. Ensure appropriate licenses are provisioned
- D. Install NPSP
正解：B、D
質問 # 125
A nonprofit organization uses Customizable Rollups and has a large volume of Recurring Donation Allocations for a specific fund. The system administrator notices a scheduled skew job, but does not remember scheduling it. What should the consultant advise the system administrator to do?
- A. Run a debug log
- B. View the Setup Audit Trail
- C. Keep the job
- D. Delete the job
正解：D
質問 # 126
Which two actions should a consultant take before importing a large volume of data into an NPSP org?
- A. Disable certain Apex classes using TDTM
- B. Check if the data is clean, structured, and in its final format
- C. Check the code coverage of the target org
- D. Disable certain Apex classes manually in production
正解：A、B
質問 # 127
A consultant has installed NPSP and is setting up Relationships using List Settings. The nonprofit wants the reciprocal relationship to be selected automatically based on gender.
On which object should the consultant create the custom "Gender" field?
- A. Contact
- B. Affiliation
- C. Account
- D. Relationship
正解：D
解説：
Explanation
https://powerofus.force.com/s/article/NPSP-Manage-Relationships-Settings
質問 # 128
A nonprofit wants to use Customizable Rollups in its NPSP org.
What should the consultant advise1?
- A. Existing User Defined Rollups need to be re-created as Customizable Rollups.
- B. After Customizable Rollups are enabled, it is irreversible.
- C. Advanced Currency Management is unsupported by Customizable Rollups.
- D. Customizable Rollups can only be used in orgs using the Household Account model.
正解：D
解説：
https://powerofus.force.com/s/article/NPSP-Enable-Cust-Rollups
質問 # 129
A nonprofit client wants to connect directly to other nonprofits using Salesforce who have a very similar business use case.
Which resource is designed for this purpose?
- A. Trailblazer Community User Group
- B. Power of Us Hub Solution Exchange
- C. Salesforce.org website
- D. AppExchange
正解：B
質問 # 130
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. 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
- C. Set the org wide default on Contacts to Private so only the user who owns the Contact records can access it.
- D. 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
正解：D
解説：
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.
Reference:
Salesforce Security Guide: Classic Encryption for Custom Fields
Salesforce Permission Sets: Managing Permissions
質問 # 131
A case manager wants to assign a group of services to a client.
What should the consultant ensure is configured prior to the case manager using the Case Plan Wizard?
- A. A Program with Action Item Templates
- B. A new Case Plan
- C. A Program with Goals
- D. A Program with Goals and Action Item Templates
正解：D
質問 # 132
A nonprofit wants to convert from Legacy Recurring Donations to Enhanced Recurring Donations.
What are two considerations the nonprofit should take into account before making the switch?
Choose 2 answers
- A. Reverting to Legacy Recurring Donations is unsupported.
- B. Enhanced Recurring Donations introduces a new custom object.
- C. All existing integrations should be reviewed for compatibility.
- D. An ETL tool is required to revert to Legacy Recurring Donations.
正解：A、C
解説：
Before converting from Legacy Recurring Donations to Enhanced Recurring Donations, nonprofits should consider several factors to ensure a smooth transition. Enhanced Recurring Donations offer improved functionality but may introduce compatibility issues with existing integrations. Additionally, once the switch is made, reverting to Legacy Recurring Donations is not supported, which means careful planning and testing are essential.
Steps:
Review all existing integrations to ensure compatibility with Enhanced Recurring Donations.
Conduct thorough testing in a sandbox environment to identify any potential issues.
Inform stakeholders that reverting to Legacy Recurring Donations is not supported once the switch is made.
Plan for a phased rollout and provide training to users on the new features and processes.
Reference:
CertGod Nonprofit Cloud Consultant Guide: Discusses considerations and steps for transitioning to Enhanced Recurring Donations.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Details the features and limitations of Enhanced Recurring Donations.
質問 # 133
A nonprofit offers courses that grant teachers credit toward maintaining their teaching certification. Teachers can enroll in an annual cohort to complete the course modules together. The nonprofit needs to track the courses each teacher completes and the credits awarded to them.
Which solution should a consultant recommend?
- A. Self-Service Portal
- B. Program Management Module
- C. Engagement Plans
- D. Service Cloud
正解：B
解説：
For a nonprofit offering courses that grant teachers credit toward maintaining their teaching certification, the Program Management Module (PMM) is the best solution to track course completions and credits awarded. PMM allows the nonprofit to manage program enrollments, track progress, and report on outcomes effectively.
Steps:
Set up the Program Management Module to include the specific courses offered and the credits awarded for each course.
Create Program Engagement records for each teacher enrolling in the annual cohort, linking them to the relevant course modules.
Track the completion of course modules and update the credits awarded to each teacher within their Program Engagement records.
Use custom reports and dashboards to monitor progress, track completions, and generate reports on credits awarded to teachers.
Reference:
CertGod Nonprofit Cloud Consultant Guide: Recommends using PMM for tracking program enrollments, progress, and outcomes.
Salesforce Documentation on Program Management Module: Provides detailed instructions on setting up and using PMM for managing educational programs.
質問 # 134
A nonprofit organization is interested in a CRM that manages its constituents and has an integrated email marketing tool with built-in scoring and engagement tracking.
Which solution should the consultant recommend?
- A. NPSP and Marketing Cloud
- B. NPSP and Social Studio
- C. NPSP and Pardot
- D. NPSP and Community Cloud
正解：A
解説：
For a nonprofit organization looking for a CRM with an integrated email marketing tool that includes built-in scoring and engagement tracking, the recommended solution is:
NPSP (Nonprofit Success Pack): This provides the CRM functionality to manage constituents.
Marketing Cloud: This offers advanced email marketing capabilities, including automation, scoring, and engagement tracking.
Marketing Cloud is designed to handle complex marketing needs and integrates seamlessly with NPSP to provide a comprehensive solution for nonprofits.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Marketing Cloud Overview
質問 # 135
A user has reported an error when trying to merge two contacts using NPSP Contact Merge tab.
Which two issues are the likely cause of the problem?
Choose 2 answers
- A. The contacts must be in the same household to merge.
- B. The user needs to have delete access to the contacts being merged.
- C. A unique external Id was kept from the non-master contact.
- D. The NPSP Duplicate Rule was set to Warn instead of auto-merge.
正解：A、B
解説：
(https://trailhead.salesforce.com/en/content/learn/modules/contact-and-account-settings-in-nonprofit-success-pack/merge-duplicate-contacts-and-accounts-npsp)
質問 # 136
A development director needs to understand which organizations have given to the nonprofit in some year prior to the current, but have not contributed to the nonprofit in the current year. How should the consultant accomplish this task?
- A. Customize the date range on the NPSP SYBUNT report for Accounts
- B. Create an Opportunity report that compares Contact donations from the previous fiscal year to the current
- C. Customize the date range on the NPSP LYBUNT report for Accounts
- D. Customize the date range on the NPSP SYBUNT report for Contacts
正解：A
質問 # 137
A nonprofit wants to manage a new program In Salesforce.
What should the consultant recommend as the first step before embarking on a new implementation project?
- A. Identify the challenges the nonprofit is currently experiencing.
- B. Review data in a .csv file and begin mapping to existing fields.
- C. Audit existing standard and custom objects and fields.
- D. Set up an implementation timeline and delivery plan.
正解：A
解説：
Before embarking on a new implementation project, it is crucial to first identify the challenges the nonprofit is currently experiencing. This ensures that the new solution will address the specific needs and pain points of the organization. Understanding these challenges will guide the implementation strategy and help in configuring Salesforce to meet the nonprofit's goals effectively.
Steps:
Conduct stakeholder interviews to gather information on current processes and challenges.
Analyze the data collected to identify common themes and pain points.
Document the identified challenges and prioritize them based on their impact on the organization's mission and operations.
Use these insights to define the scope and objectives of the new implementation project.
Reference:
NGO Ebook CRM For Good: Emphasizes the importance of understanding current challenges before starting new projects.
Nonprofit Cloud Implementation Guide: Provides best practices for identifying and documenting challenges to inform implementation strategy.
質問 # 138
Which two scenarios should be included in a Salesforce-recommended V2MOM?
- A. Vision
- B. Virtues
- C. Milestones
- D. Objectives
- E. Metrics
正解：A、E
解説：
V2MOM (Vision, Values, Methods, Obstacles, and Measures) is a framework used by Salesforce to align teams and ensure successful project outcomes. The recommended elements for a V2MOM include:
Vision:
Defines what you want to achieve.
It sets the direction and purpose of the project or initiative.
Example: "To increase donor engagement by 20% over the next fiscal year." Metrics (Measures):
Describes how you measure success.
Includes quantifiable indicators that help track progress toward the Vision.
Example: "Number of new donors acquired, donor retention rate, total funds raised." Values:
Although not explicitly listed as an answer option, values are an integral part of the V2MOM framework. They define what is important and guide the behaviors needed to achieve the Vision.
Methods:
Specifies the actions and steps needed to achieve the Vision.
Example: "Implement a new donor management system, conduct quarterly donor engagement surveys." Obstacles:
Identifies potential challenges and how to overcome them.
Example: "Limited staff resources, data migration issues."
Inclusion of Metrics and Vision:
Metrics and Vision are critical as they set the overall goal and how success will be measured, ensuring clarity and alignment across the team.
質問 # 139
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