A major donor is being courted by a nonprofit. The development team wants to ensure that all interactions with this donor are tracked, and that the team follows a structured sequence of outreach steps. What should the consultant configure?

Create an Engagement Plan for the donor and assign tasks to the development team.

Create a custom object to log donor interactions.

Create a Campaign for the donor and add them as a Campaign Member.

Use Contact Roles on the donor's Account to track interactions.

A nonprofit has a donor who wants to give $1,000 now and then $100 monthly for the next year. The donor also wants to receive a single tax receipt at the end of the year for all donations. The nonprofit needs to track the total giving and generate a year-end receipt. What should the consultant do?

Create a single Recurring Donation for $1,000 and then add monthly payments.

Create a Pledge for the total amount and record payments monthly.

Create a one-time Opportunity for the $1,000 and a Recurring Donation for the monthly $100 gifts, then use a custom report to generate the year-end receipt.

Create a single Opportunity for $2,200 and mark it as a recurring donation.

In NPSP, what is the purpose of a Pledge?

To track a donor's engagement level

To record a promise to donate at a future date

To record the actual receipt of funds

To schedule recurring donations

SalesforceCertified Agentforce Nonprofit Consultant

Domain 5Objective 4

Given a Set of Fundraising Business Requirements, Determine What Functionality in NPSP Should Be Used for the Solution. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 5)

Part of the NONPROFIT CLOUD SOLUTION DESIGN domain, which accounts for 24% of the AGENTFORCE-NONPROFIT-CONSULTANT exam.

28questions here

6free pages

8concepts

24%of the exam

Questions 21–25

21application · medium
A major donor is being courted by a nonprofit. The development team wants to ensure that all interactions with this donor are tracked, and that the team follows a structured sequence of outreach steps. What should the consultant configure?
Select an answer first
22expert · hard
A nonprofit has a donor who wants to give $1,000 now and then $100 monthly for the next year. The donor also wants to receive a single tax receipt at the end of the year for all donations. The nonprofit needs to track the total giving and generate a year-end receipt. What should the consultant do?
Select an answer first
23foundation · easy
Which NPSP feature allows you to define a relationship between two contacts, such as a donor and their spouse?
Select an answer first
24foundation · easy
In NPSP, what is the purpose of a Pledge?
Select an answer first
25foundation · easy
In the NPSP data model, which standard object is used to record the actual funds received from a donor for a donation?
Select an answer first

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Given a Set of Fundraising Business Requirements, Determine What Functionality in NPSP Should Be Used for the Solution. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 5)

Questions 21–25

A major donor is being courted by a nonprofit. The development team wants to ensure that all interactions with this donor are tracked, and that the team follows a structured sequence of outreach steps. What should the consultant configure?

A nonprofit has a donor who wants to give $1,000 now and then $100 monthly for the next year. The donor also wants to receive a single tax receipt at the end of the year for all donations. The nonprofit needs to track the total giving and generate a year-end receipt. What should the consultant do?

Which NPSP feature allows you to define a relationship between two contacts, such as a donor and their spouse?

In NPSP, what is the purpose of a Pledge?

In the NPSP data model, which standard object is used to record the actual funds received from a donor for a donation?

Keep studying — NONPROFIT CLOUD SOLUTION DESIGN