After importing a batch of donations, a nonprofit wants donor levels to be recalculated based on the new cumulative giving. They have already run the import without enabling the Donor Level Refresh setting. What should they do now?

Enable Opportunity Matching and re-run the import

Manually update each donor's level

Run a report to view the new levels

Re-run the import with the Donor Level Refresh setting enabled

A nonprofit is planning a large data import that includes new donations, updates to existing opportunities, and a refresh of donor levels. They want to ensure all these updates happen correctly in one pass. What is the best approach?

Disable all NPSP Data Import settings to avoid conflicts

Run the import first, then manually update opportunities and donor levels

Enable all relevant NPSP Data Import settings (Opportunity Matching, Donor Level Refresh) before running the import

Run separate imports for each record type with different settings

A nonprofit is importing a CSV that includes a column for 'Opportunity ID' but some rows have blank values for this field. They have enabled Opportunity Matching. What will happen to the rows with blank Opportunity IDs?

They will cause an error and stop the import

They will be imported as new opportunities, potentially creating duplicates

They will update the first opportunity with a matching donor

They will be skipped and not imported

A nonprofit is importing a list of monthly donors with their payment history. They want the import to create or update the recurring donation records and also refresh the associated opportunities for each payment. Which NPSP Data Import setting must be enabled before running the import?

Enable 'Household Account Matching' only

Enable 'Opportunity Matching' only

Enable 'Donor Level Refresh' only

Enable 'Recurring Donation Matching' and 'Opportunity Matching'

SalesforceCertified Agentforce Nonprofit Consultant

Domain 2Objective 6

Given a Situation in Which Data Needs to Be Imported to the System, Use the NPSP Settings at Appropriate Times During the Data Loading Process to Refresh Opportunities, Recurring Donations, and Levels. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 2)

Part of the NONPROFIT CLOUD DATA MANAGEMENT domain, which accounts for 11% of the AGENTFORCE-NONPROFIT-CONSULTANT exam.

22questions here

5free pages

5concepts

11%of the exam

Questions 6–10

6application · medium
During a data import, a nonprofit wants to ensure that existing opportunity records are updated with new payment information instead of creating duplicates. Which NPSP Data Import setting should they review and enable?
Select an answer first
7application · medium
After importing a batch of donations, a nonprofit wants donor levels to be recalculated based on the new cumulative giving. They have already run the import without enabling the Donor Level Refresh setting. What should they do now?
Select an answer first
8application · medium
A nonprofit is planning a large data import that includes new donations, updates to existing opportunities, and a refresh of donor levels. They want to ensure all these updates happen correctly in one pass. What is the best approach?
Select an answer first
9expert · hard
A nonprofit is importing a CSV that includes a column for 'Opportunity ID' but some rows have blank values for this field. They have enabled Opportunity Matching. What will happen to the rows with blank Opportunity IDs?
Select an answer first
10application · medium
A nonprofit is importing a list of monthly donors with their payment history. They want the import to create or update the recurring donation records and also refresh the associated opportunities for each payment. Which NPSP Data Import setting must be enabled before running the import?
Select an answer first

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