Given a Set of Business Requirements, Recommend Data Management Strategies That Align with Salesforce Best Practices. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6application · medium

   A nonprofit's staff enter donation records with inconsistent values for the 'Donation Source' field (e.g., 'Online', 'online', 'Web'). This is causing reporting inaccuracies. What should be implemented to improve data quality?

   • AUse a formula field to automatically convert the text to lowercase.
   • BCreate a validation rule that requires Donation Source to be selected from a predefined picklist.
   • CRun a weekly report to identify and manually correct inconsistent values.
   • DUse a workflow rule to send an email to the record owner when the field is not standard.
   Reveal Solution Discussion Select an answer first
2. 7application · medium

   A nonprofit is migrating donor and donation data from a legacy CRM to Nonprofit Cloud. They have a spreadsheet with donor names, addresses, and donation amounts, but some donors appear multiple times with slightly different spellings. What is the best practice for the migration?

   • ALoad the data as-is and run duplicate merging after the migration.
   • BClean and deduplicate the data in the spreadsheet before loading, then use Data Import Wizard to import.
   • CSkip the migration of donors with duplicate names and only import unique records.
   • DUse Data Loader to import the spreadsheet directly and then manually fix duplicates in Salesforce.
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   A nonprofit is migrating donor data from a legacy system to Salesforce. What is the most important consideration to preserve data relationships?

   • AMapping external IDs to Salesforce record IDs
   • BImporting data in alphabetical order
   • CDeleting all existing Salesforce data
   • DUsing the same record names as the legacy system
   Reveal Solution Discussion Select an answer first
5. 9foundation · easy

   A nonprofit needs to migrate a small amount of data from a spreadsheet into Salesforce. Which tool is appropriate for this task?

   • AData Loader
   • BSalesforce Connect
   • CWorkbench
   • DData Import Wizard
   Reveal Solution Discussion Select an answer first
6. 10application · medium

   A nonprofit manages multiple grant programs, each with its own funding source, reporting requirements, and program staff. They need to track which grants fund which program activities and report on total funds received per program. What data model approach aligns with Nonprofit Cloud best practices?

   • AUse a single custom object named 'Funding' to capture both program and grant details in one place.
   • BCreate a custom object for each grant program and use lookup fields to link them to a common Activity object.
   • CUse the standard Program object for programs and the standard Grant object for grants, linking them with a many-to-many relationship.
   • DStore grant information as fields on the Program object to avoid extra objects and simplify data entry.
   Reveal Solution Discussion Select an answer first