Nonprofit Exam Questions Combined v2

Account Model: In which Account Model does the Account object act "invisibly" behind the scenes to conform to the Salesforce Account-related structure?

1-to-1 Account Model

Account Model: Which Account Model creates an Account with an identical name to the Contact record?

1-to-1 Account Model

Account Model: Which of the Account Models are the legacy Models?

1-to-1 Account model Individual or "Bucket" model

Address Management: What happens when you update the address of a Household?

1. A new Address record is created and set as default 2. Any address marked as default is unchecked 3. The Billing Address (Account) and Mailing Address (Contact) on any Household Contact's record is automatically updated, unless the Contact has Address Override checked. https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Address Management: What are three (3) ways that a user can update a Household's address?

1. Click the Manage Household button on the Account > click Change Address button 2. Update the Mailing Address on one of the Contact records 3. Create a new Address record from the Addresses related list on the Account and set it as the default address https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Lead Conversion: What standard steps are available when converting a Lead to a Contact?

1. Define/Select the Record Owner 2. Decide whether to send an email to the Owner 3. Choose to Create a New Contact or Merge 4. Choose to Create a new Household Account, Add to Existing Account, or Create new Organizational Account 5. Choose Affiliated Account options: Affiliate with new, Affiliate with Existing, or None 6. Choose to whether to create Opportunity or not 7. Choose Converted status

Health Check: What are common issues found when running a Health Check in an NPSP Org?

1. Opportunity Contact Roles (duplicates) 2. Account Data (Accounts without Contacts) 3. Account Model Issues (Incorrect Data or Mixed models) 4. Recurring Donation Data 5. Household Object Data 6. Contact Data (Contacts without Accounts)

Post-NPSP Install: What are the steps required if an admin installs NPSP into a new org vs. signing up for a Trial org?

1. Update Opportunity Sales Processes, Record Types, and Stages 2. Assign New Record Types to Profiles 3. Edit Page Layouts with NPSP fields 4. Assign Page Layouts to Profiles 5. Override the Lead Conversion button on the Lead Page Layout 6. Run Health Check https://powerofus.force.com/articles/Resource/NPSP-Post-Install-Checklist

Relationships: How do you add a Reciprocal Relationship?

1. Update the Relationship Type picklist field via Setup > Object Manager > Relationships > Fields & Relationships 2. Create the Reciprocal Relationship mapping in NPSP Settings > Relationships > Relationship Reciprocal Settings

Data Model: What standard objects does NPSP leverage?

Account Contact Opportunity Opportunity Contact Roles Tasks/Activities Lead Campaign Campaign Member

Address Management: When an address using Address Management is added to a Contact, by default, what Account address is automatically updated?

Account's Billing Address https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Data Model: What custom objects does NPSP add?

Account/Contact Management: Addresses Affiliations Household Relationships Donation Management: Payments Recurring Donations Partial Soft Credits Levels Activity Management: Engagement Plans Engagement Plan Templates

Address Management: What NPSP field on the Contact record is used to keep a Household's address from automatically updating to Contact's record?

Address Override Sometimes a Contact wants to receive mailings at an address other than their Household address. In this case, select the Address Override field to prevent the Household Address from being copied to the Contact's Mailing Address. https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Address Management: Besides the relationship to the Contact and Account, what data points need to be set for Seasonal Addresses?

Address Type Seasonal Start Date Seasonal End Date https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

How does address management on organization accounts behave?

Address management functionality on organization accounts gives you a new address record when the account address is updated, and an address change history in the address related list.

Does address verification apply to contact info previously entered?

Address verification only works for records you create after you've set up address verification. Verification does not apply to contact information that you may have previously entered in Salesforce.

What are four key point-and-click tools in Salesforce that can help you automate both simple and complex processes?

Approval Processes Process Builder Workflow Rules Flow

What's pre-configured for address management in NPSP?

Automatic updates to addresses on all contact records in a household when the household address changes, except for Org Accounts

What are Payment Mappings?

Automatically copy values from Opportunity record fields to Payments, whenever you create a new Payment. Payment mapping requires that you have two fields (one on Opportunity, one on Payment) of a matching type in order to create a mapping between them. When you create a mapping, information from an Opportunity field displays in the mapped Payment field, but not vice versa. In other words, information from Opportunity fields can appear in Payments but not the other way around.

Address Management: What steps should be taken if an org wants to delete existing Address records?

Back up Contacts, Accounts, and Address records

Relationships: How are Reciprocal Relationships created/determined?

Based on the Contact's Gender and the Relationship Type value E.g., If a Contact who does not have a gender defined, the neutral value will be assigned to their Relationships

What are the 3 verfication APIs?

Cicero API, Google Geocoding API, SmartyStreets API (or your own API)

Data Hygiene: What task(s) can be done by Program Staff monthly?

Clean up Campaigns

Lead Conversion: When you convert a Lead, standard fields map to Contact, Account, and Opportunity fields. But how do you map custom Lead fields?

Click Setup Click Object Manager Click Leads Click Fields & Relationships Map Lead Fields

Address Management: What's the recommended way to update a Household's address?

Click the Manage Household button on the Account, and use the Change Address button. https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Account Model: Universal Containers Foundation (UCF) was configured previously using the 1-to-1 Account Model. They want to switch to the more current Household Account Model. How do you change this in NPSP settings to accommodate this requirement?

Click the NPSP Settings tab Click People Click Account Model Click Edit Choose the correct Account Model Click Save

Relationships: What objects can a Lookup field be added to for NPSP to automatically create Relationships? (I.e., a Referred By field)

Contact Campaign Member If a Lookup field to the Contact object is added to either the Contact or Campaign Member objects, NPSP can automatically create Relationship records between the two Contacts. To enable this, an admin must: 1. Add a Lookup (Contact) field to Contact or Campaign Member 2. Update the picklist values in the Relationship Type field on the Relationship object 3. Add Reciprocal Relationships in NPSP Settings 4. Follow config steps through NPSP Settings>Relationship Autocreation

Account Model: What "sophisticated" management features does the Household Account Model support?

Contact management for multiple Household members Address management for things like seasonal addresses and multiple Addresses

Account Model: Eric Wheeler is the Executive Director of Universal Containers Foundation (UCF). What would be the recommended configuration for his Contact and Account record relationships?

Contact record for Eric Wheeler Eric is the Primary Contact for the Wheeler Household Eric's Primary Affiliation is to the UCF Organization Account Note from NPSP Documentation: The Household Account model also supports organizational accounts (for example, other businesses, nonprofits, and religious organizations), which you distinguish from household accounts by setting a different record type. While organizational accounts can contain direct Contacts, we recommend that you include all of your Contacts as members of a Household Account, and then associate them with the Organization Account through the Primary Affiliation option

Your organization wants to track three additional pieces of data on grant funders: granting priorities, amount of annual grant making, and whether the funder is a government or private funder. What's the recommended way to do this in NPSP?

Customize standard account objects.

Data Hygiene: What task(s) can be done by an Admin monthly?

Delete Fake or Test Records Run Adoption Dashboards/Reports Clean Report Folders and List Views Run NPSP Health Check

Customizable Rollups: When creating a rollup operation with a single result, what operation options are available?

First Last Largest Smallest Best Year Best Year Total Years Donated Donor Streak https://powerofus.force.com/articles/Resource/NPSP-Create-Customizable-Rollup

What's the best tool for visualizing the interactions and artifacts from your major processes?

Flowchart diagrams

With the List Setting method, how does Salesforce determine the appropriate gender specific reciprocal relationship?

Gender - The Reciprocal Relationships setting looks for Female or Male values in a custom field on Contact records specifically for the purpose of tracking gender (see Gender Field). This field is not standard in Salesforce and must be created by a system administrator. Salutation - In the case where Salesforce cannot identify a gender on the contact, Salesforce evaluates the Salutation field to determine gender, if possible. (Ms. or Mrs. = Female and Mr. = Male.)

What gives you a quick way to see recently viewed items and look for anything in NPSP?

Global Search

Account Model: Which Account Model creates cleaner relationships with standard objects?

Household

Account Model: What are the Account Model options?

Household 1-to-1 Individual or "Bucket" model

What happens if I modify the amount of an opportunity?

Modifying the amount of an opportunity with allocations will recalculate percent-based allocations and the default allocation if defaults are enabled. If the new opportunity amount is below the total amount of your allocations, you will receive an error and the opportunity will not be updated. In that case, you should reduce the amount of the allocations before reducing the opportunity amount.

What are global actions?

Multitask whenever important ideas hit you without needing to switch away from work in progress. Create tasks and events, jot down notes, log call details, and more, all from windows that stay put as you navigate around.

Health Check: How would an admin run the Health Check in an NPSP org?

NPSP Settings > System Tools > Health Check > Run Health Check

Gorav knows that No More Homelessness has a few households accounts with 10 or more associated contacts. To make sure records are always easy to read, he wants to limit the number of individual names that show in the household name, formal greeting, and the informal greeting. What setting can he use to control this?

Name Overun

Account Model: What is the Household Account Model?

One Household Account One Primary Contact Additional Contacts

What is the concept of Payments?

Payments allow you to split a donation over a fixed period of time (a year, for example), and let you track the current and future payment amounts. This is particularly helpful when your donor households and organizations set up a multiple payout schedule for their donations or grants. For example, you might have a donation from an organization for $1200, but the donation will be paid out quarterly (every three months). You can set up four $300 payments for the total donation that you can track as paid or not paid, over time. When you create a new Opportunity and set the Stage field to Posted, Salesforce creates a Payment for the full donation amount and records the donation as "paid in full". If you want, you can override this behavior by selecting the Do Not Automatically Create Payment checkbox when you create the Opportunity. You can also exclude certain Opportunities from automatically creating Payments in NPSP Settings.

Address Management: Which NPSP field on the Contact record determines which Address record is used as the Contact's Mailing Address?

Primary Address Type https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Installing NPSP: What Salesforce editions is an admin advised not to install NPSP into?

Professional, Group, or Performance If you obtained a "clean slate" Salesforce trial directly from salesforce.com, you might have Professional or Group Edition. Before attempting to install the Nonprofit Success Pack, check your edition. In Salesforce Setup, enter Company Information in the Quick Find box, then click Company Information. Look for the Organization Edition field. https://powerofus.force.com/articles/Resource/NPSP-Install

What are the 4 settings in Relationship settings?

Reciprocal Method Gender Field Allow Auto-created Duplicates Enable Custom Field Sync https://trailhead.salesforce.com/en/content/learn/modules/contact-and-account-settings-in-nonprofit-success-pack/create-custom-relationships-npsp

Relationships: What data is needed to create a new Reciprocal Relationship entry?

Relationship Name (i.e., Brother) Male Name (i.e., Brother) Female Name (i.e., Brother) Neutral Name (i.e., Sibling)

Relationships: What are the basic components that allow the Relationship functionality to work?

Relationship object Relationship Type field on Relationship object Gender field on Contact object Reciprocal Relationships List in NPSP Settings Apex

Data Hygiene: What task(s) can be done by an Admin annually?

Review Data Storage

Data Hygiene: What task(s) can be done by an Admin weekly?

Review de-duplication setup Setup Data Export

Data Hygiene: What task(s) can be done by an Admin OR Staff user weekly?

Review records created in the last week Review Naming Conventions for compliance

Address Management: What NPSP field on the Contact record determines which Address record is used as the Contact's Other Address?

Secondary Address Type https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

What is a SYBUNT report?

Some Year But Unfortunately Not This. The SYBUNT Report locates those individuals who have donated in the past, but not during the specified date range.

Customizable Rollups: When creating a rollup operation that aggregates a field value, what operation options are available?

Sum Average Count https://powerofus.force.com/articles/Resource/NPSP-Create-Customizable-Rollup

What is TDTM?

Table-Driven Trigger Management is a tool to manage your code in Salesforce and control how Apex behaves. In practice, TDTM has several uses: -Disable specific pieces of code -Build your own custom code that works in conjunction with NPSP -Control the order in which the code executes

Customizable Rollups: What are the main components that need to be configured for a customizable rollup?

Target Object Target Field Operation Time Frame Rollup Type (Hard Credit or Soft Credit) Filter Group Advanced Customization Field to Roll Up Amount Field https://powerofus.force.com/articles/Resource/NPSP-Create-Customizable-Rollup

Lead Conversion: What happens to the Account field options if you choose to merge a Lead with an existing Contact?

The Account field options are not displayed since the Account will not be changed.

What is GDPR?

The European Union (E.U.) General Data Protection Regulation (GDPR) was passed in 2016 with the intent of harmonizing European data protection laws into a single set of rules, while setting a new global gold standard for data protection and privacy. In effect on May 25, 2018, the GDPR is one of the most comprehensive and strictest regulations of its kind in the world.

Customizable Rollups: When you choose First or Last operators for a single result field, how is the record determined?

The First or Last record are determined based on the Date Field in the Advanced Customizations section. You can choose any of the available date fields listed. https://powerofus.force.com/articles/Resource/NPSP-Create-Customizable-Rollup

How do allocation rollups on the General Accounting Unit page work?

The General Accounting Units page contains rollup information from allocations assigned to opportunities in a closed and won stage.

Account Model: What object is used in the 1-to-1 Account Model to link Contacts to one another to support a family or household?

The Household object

Account Model: What object is used in the Individual or "Bucket" Account Model to link Contacts within the single Individual Account to another Contact?

The Household object

Account Model: In which Account Model do all Contacts in the database get associated to a single Account?

The Individual or "Bucket" Account Model

Address Management: When updating an Account's Billing Address, what's the major difference in a org where Organizational Account Address Management is NOT enabled?

The address is NOT copied to Contacts whose Account is the Organization's. When a Contact is directly associated with an Organization Account via the Contact's Account field, standard Salesforce functionality copies the Account's billing address to the Contact's mailing address when the Contact is created. However, unlike with Household Accounts, an address update on an Organization Account does not trigger an address update on related Contact records. This means that even if the business moves and you update the Account address accordingly, the Mailing Address on a related Contact will not automatically be updated. https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

What happens when a new contact record is created?

The address management functionality kicks in and creates a separate address record attached to the new household account, and syncs up addresses on all three records (the contact, the household account, and the address records).

Lead Conversion: If an Opportunity record is created during the conversion process, which Record Type is used?

The default record type for the user converting the lead.

What is an ERD?

The entity relationship diagram (ERD) diagram that shows the relationship between V4S Custom Objects and Salesforce Standard Objects.

Address Management: What happens if you leave the Primary Address Type field blank?

The value will default to Home https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Address Management: True or False: When enabling State and Country picklists, NPSP does not support default Country values

True Configuring a default Country value can cause an error if you select a Country that isn't the default. https://powerofus.force.com/articles/Resource/NPSP-State-and-Country-Picklists

Account Model: True or False: Before switching Account Models from an older, legacy Account Model, an Administrator should have a migration plan in place.

True Here's the Migration Plan pdf: https://s3-us-west-2.amazonaws.com/sfdo-docs/npsp_account_model_conversion.pdf

Address Management: True or False: When enabling State and Country picklists, a user must use pre-defined State and Country abbreviations on Address records.

True On Address records, use the same abbreviations for State and Country as defined in the State and Country Picklists configuration. NPSP will write the full name of the State and Country on related Accounts and Contacts. For example, if you use both US and WA on the Address record you get United States and Washington on the Account and Contact records. If you use alternate spellings, NPSP will display an error. https://powerofus.force.com/articles/Resource/NPSP-State-and-Country-Picklists

Address Management: True or False: NPSP does not support State and Country abbreviations on Manage Households page and the Data Import object.

True On the Manage Households page and the Data Import object, use only the full name of State and Country. There is no support for abbreviations. https://powerofus.force.com/articles/Resource/NPSP-State-and-Country-Picklists

Salesforce/NPSP Releases: True or False: If you use and modify the default NPSP or Salesforce Compact Layouts, your changes can be/will be changed by an NPSP or Salesforce release.

True The issue is that packaged Compact Layouts, unlike regular page layouts, get push upgraded whether you like it or not. This means that with any upgrades to NPSP, HEDA, or other Salesforce products, Compact Layouts for Accounts, Contacts, and other objects get pushed to your organization, overwriting any customizations you may have made. Which can lead to a lot of confusion, not to mention downright aggravation. https://powerofus.force.com/articles/Resource/NPSP-compact-layouts

Address Management: True or False: For Household Accounts, Address Management functionality is enabled by default.

True https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Address Management: True or False: For Organization Accounts, Address Management functionality is not enabled by default.

True https://powerofus.force.com/articles/Resource/NPSP-Address-Management-Overview

Installing NPSP: True or False: NPSP should always be installed in an 'empty' org.

True https://powerofus.force.com/articles/Resource/NPSP-Install

What must be done before adding a new autocreated relationship in NPSP?

Update the picklist values on the Relationship object Type field. Add a custom lookup field to the contact or campaign member record. Add a new reciprocal relationship in NPSP Settings.

What are the common actions trigger NPSP use to update the household name?

Update to any contact field that's included in the naming formula Adding or removing a contact from a household Removing or deleting the last contact in a household and making the primary contact field blank. With these cases, NPSP renames the Household "Anonymous."

For cash accounting, what type of NPSP donation method should you use?

Use a Fixed-Length Recurring Donation, which has multiple close dates corresponding to each "child" donation received. Tracking recurring donations in this way gives you a record date for each donation.

For accural accounting, what type of NPSP donation method should you use?

Use a standard Salesforce Opportunity, which lets you have multiple "child" payments, but which has one close date for the entire opportunity. The single close date gives you the single accounting record date you need when using accrual accounting.

What is a Organization Account?

Used for any other accounts such as a funders, corporate donors, vendors, government institutions, or other business entities.

What is a Household Account?

Used to track donor or member households. A Household Account is automatically created for you when you create a Contact.

How can you verify addresses as you enter them in NPSP?

Using one of the three address verification APIs or your own

What is V2MOM?

V2MOM (Vision, Values, Methods, Obstacles and Measure) provides alignment to the business values and goals. Provides a clear direction for the individual and has the support of the direct manager and the wider team to get there. It keeps everyone in sync and heading in the same direction.

What is Value Inversion in Reciprocal Method?

Value Inversion works to reverse the relationship where it can. The key is to enter a type with a delimiter around which the system will swap the words. So a relationship with a type of "Mother-Daughter" would receive a reciprocal type of "Daughter-Mother." Value Inversion doesn't use any of the values in relationship reciprocal settings. Instead, you can create picklist values on the relationship object's type field for both "Mother-Daughter" and "Daughter-Mother."

Does the Allocations feature support multiple currencies?

Yes, the GAU Allocations feature supports multiple currencies. Allocations inherit the currency of the opportunity, campaign, or recurring donation with which they are associated. Changing the currency of an opportunity, campaign, or recurring donation will automatically change each allocation's currency. You cannot change an allocation's currency individually. You can set General Accounting Units to any currency, and rollup fields will respect the currency conversion of the aggregated allocations.

Can you exclude some addresses from being verified?

You may want to exclude a specific address from being verified, and you can easily do so by selecting the Verified checkbox on the address record. Address verification skips any record with this checkbox selected.

Address Management: What are the General Setting options for Address Management in NPSP Settings?

Household Account Addresses Disabled: Disables Address Management for Household Accounts. By default, this is not selected, which means Household Accounts come out-of-the-box with Address Management functionality. (1) Organizational Account Addresses Enabled: Turns on Address Management for Organization Accounts. By default this is not selected, so you need to change this setting if you want Address Management on Organization Accounts. (2) Simple Address Change Treated as Update: When this setting is not selected (which is the default), any change to an Address is treated as a brand new Address rather than an update to the existing Address. See Add or Update Addresses for a Household or Organization. (3)

Account Model: What is the default Account Model in NPSP?

Household Account Model

Recurring Donations: When should you use a Recurring Donation record instead of a standard Opportunity record with multiple Payment records?

If the donation or pledge is open-ended (does not have an end date) OR the organization uses Cash-based Accounting. https://powerofus.force.com/articles/Resource/NPSP-Recur-v-Opp-Donation-Payments

Recurring Donations: When should you use a standard Opportunity record with multiple Payment records instead of a Fixed-Length Recurring Donation record?

If the organization uses Accrual-based Accounting. Since the organization counts the money when it is pledged or promised, you have the single date when the pledge or promise was made for Accounting purposes. https://powerofus.force.com/articles/Resource/NPSP-Recur-v-Opp-Donation-Payments

Recurring Donations: When should you use a Fixed-Length Recurring Donation instead of a standard Opportunity with multiple Payment records?

If the organization uses Cash-based Accounting. Since the organization counts the money only when it is received, the multiple Close Dates for each child Donation record gives you a record date for each Donation you receive. https://powerofus.force.com/articles/Resource/NPSP-Recur-v-Opp-Donation-Payments

Why is it so important to document the interactions and artifacts from your major organizational processes?

It identifies your data needs in detail.

What is a LYBUNT report?

Last Year But Unfortunately Not This. The LYBUNT Report locates those individuals who donated last year, but not during the specified date range. The report compares the report date range to the corresponding date range in the previous year. For example, if the report date range is 1/1/2003 - 12/30/2003, the report finds constituents who donated between 1/1/2002 - 12/31/2002, but have not given during the report date range.

What is List Setting in the Reciprocal Method?

List Setting (the default) works in conjunction with gender and other predefined settings from your reciprocal relationships settings list to set the appropriate type on the reciprocal relationship. For example, if you create a relationship from a male's contact record with the type "Son," NPSP automatically creates a reciprocal relationship of "Father" on the son's record. Most people leave the List Setting as the default and don't change it.

What is Gender Field in Relationship settings?

This field specifies the gender of a contact for the purposes of creating a reciprocal relationship. The value in the Gender Field interacts with the values in the Reciprocal Method field to determine the correct reciprocal relationship. For example, if you create a relationship from a "Mother" contact record to a female contact record, the NPSP creates a reciprocal relationship of "Daughter," as opposed to "Son." The Gender Field is a custom picklist on the contact record with out of the box values. Obviously, you may want to add additional values to the picklist depending on your organizational best practices. If the gender picklist value is not "male" or "female," the reciprocal relationship created will be gender neutral.

What is Enable Custom Field Sync in Relationship settings?

This setting allows you to sync custom relationships fields between the two contacts in a relationship pair. So if your organization adds a custom field to the relationships object, you will want to review this setting.

What is Allow Auto-Created Duplicates in Relationship settings?

This setting is specific to the feature that auto-creates relationships based on a custom lookup field. By default, when an auto-created relationship is triggered, and a relationship between those Contacts of the same Type already exists, the NPSP won't create a new, duplicate relationship. You can override this behavior by checking this box and Salesforce will create a new relationship each time the auto-create is triggered, regardless of any existing Relationships. E.g., mentor and mentee relationship

Let's say you want to make an appeal to a bunch of Campaign contacts. Your organization makes the appeal and the donations come in. It would be nice to be able to enter those Opportunity donations in Salesforce and have the contacts' Campaign Member Statuses updated automatically, on the Campaign. How can this be done?

To enable Automatic Campaign Member creation, select Automatic Campaign Member Management.

Account Model: True or False: The Household Account Model allows a Donation to be tied to an Account and Contact without the need to reference or "go out" to other objects -- unlike previous models

True