Given a Set of Business Requirements, Recommend Data Management Strategies That Align with Salesforce Best Practices. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 3)

Questions 11–15

1. 11foundation · easy

   A nonprofit wants to automatically calculate the total donations for each donor and display it on the donor's record. Which Salesforce feature should be used?

   • AFormula Field
   • BValidation Rule
   • CWorkflow Rule
   • DRoll-Up Summary Field
   Reveal Solution Discussion Select an answer first
2. 12foundation · easy

   A nonprofit wants to ensure that a required field, such as a donation amount, is always entered before a record can be saved. Which data quality tool should be used?

   • ADuplicate Rule
   • BPage Layout
   • CData Import Wizard
   • DValidation Rule
   Reveal Solution Discussion Select an answer first
4. 13expert · hard

   A nonprofit organization has a team of volunteers who enter donation data. They want to ensure data accuracy but also want to avoid slowing down the data entry process. They are considering implementing validation rules, duplicate rules, and field history tracking. What is the most balanced approach?

   • AImplement strict validation rules that block any record with missing or unusual data.
   • BUse field history tracking only and manually review all new records on a weekly basis.
   • CUse validation rules for critical fields, duplicate rules for potential duplicates, and field history tracking for audit.
   • DRely solely on duplicate rules and field history tracking, without validation rules.
   Reveal Solution Discussion Select an answer first
5. 14foundation · easy

   A nonprofit has old donation records that are no longer actively used but must be retained for compliance. What is the best strategy?

   • AKeep them in the same object without any action
   • BArchive the records
   • CDelete the records
   • DConvert them to tasks
   Reveal Solution Discussion Select an answer first
6. 15foundation · easy

   A nonprofit needs to periodically import donation data from an external platform into Salesforce. What is the simplest integration tool for this scheduled import?

   • AData Loader
   • BChatter
   • CWeb-to-Lead
   • DSalesforce Connect
   Reveal Solution Discussion Select an answer first