Free Nonprofit Success Pack ConsultantPractice Test

A nonprofit organization wants to track both individual donors and corporate sponsors. They need to maintain relationships between employees and their companies. Which account model should the consultant recommend?

What is the primary purpose of the Opportunity Contact Role in NPSP when processing donations?

A nonprofit wants to track a corporate matching gift program where the corporation matches employee donations at a 2:1 ratio. What is the best practice for recording this in NPSP?

An Engagement Plan template has been created with 5 tasks. After assigning the plan to a contact, the program manager realizes that task 3 should be skipped for this specific individual. What should the consultant recommend?

What happens when a Contact's primary affiliation changes in NPSP?

A nonprofit tracks program enrollments using a custom Program Enrollment object related to Contacts. They want to create a report showing all contacts who donated in the last year AND are currently enrolled in programs. What report type should they create?

In NPSP, what is the purpose of the Levels feature?

A consultant needs to import 10,000 historical donations with household information. What is the recommended order of operations?

What does the NPSP Data Import object (NPSP_Data_Import__c) provide that standard Salesforce data import tools do not?

A donor makes a monthly recurring donation of $100. How should this be represented in NPSP?

A nonprofit organization uses the Household Account Model. A married couple, John and Jane Smith, both make individual donations. How does NPSP handle soft credits by default?

When should a consultant recommend using the One-to-One Account Model instead of the Household Account Model?

A nonprofit wants to track that a donation was made in honor of someone who is not in their database. What is the best practice approach?

An Engagement Plan template needs to have task 2 automatically assigned 7 days after task 1 is completed, rather than on a fixed schedule. How should this be configured?

A nonprofit has both individual donors and foundation grants. They notice that the Total Gifts rollup on Organization Accounts includes all related Opportunities regardless of type. How can they create a separate rollup that only counts grant Opportunities?

What is the purpose of the Payment object in NPSP?

A consultant needs to provide a dashboard showing year-over-year donation comparisons by quarter. What consideration is most important for accurate reporting?

A nonprofit wants to automatically create a task for the development director to send a thank you letter whenever a donation over $1,000 is received. What is the recommended approach?

A contact has three affiliations with different organizations: Organization A (Primary), Organization B (Current), and Organization C (Former). A donation Opportunity is linked to the contact with Organization A as the Opportunity Account. Where do the hard credit and organizational credit appear?

A nonprofit is experiencing slow performance when running reports on Opportunities. They have 500,000 Opportunity records spanning 10 years. What should the consultant recommend?