Given a Specific Data Requirement from a Nonprofit, Explain the Use Cases and Considerations for Using Salesforce Data Loader, NPSP Data Importer, or the Salesforce Import Wizard. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 1)

Questions 1–5

1. 1foundation · easy

   A nonprofit needs to import 30,000 donation records with associated contacts. The user performing the import is an administrator with some technical experience. Which tool should be recommended?

   • ANPSP Data Importer
   • BSalesforce Data Loader
   • CSalesforce Import Wizard
   • DSalesforce Connect
   Reveal Solution Discussion Select an answer first
2. 2application · medium

   A nonprofit has 50,000 historical donation records in a legacy CSV file that need to be imported into NPSP. The data includes donor contact information, account names, and donation amounts with dates. The IT team has experience with Salesforce and needs to schedule the import to run overnight. Which tool should they use?

   • ASalesforce Import Wizard
   • BSalesforce Data Loader
   • CData Import Wizard (in Setup)
   • DNPSP Data Importer
   Reveal Solution Discussion Select an answer first
4. 3foundation · easy

   What is a key requirement for using NPSP Data Importer?

   • AThe data must be in JSON format.
   • BThe user must have the 'Manage Data Importer' permission.
   • CThe import must be run by a System Administrator.
   • DThe org must have NPSP version 3.0 or later.
   Reveal Solution Discussion Select an answer first
5. 4foundation · easy

   When using Salesforce Data Loader, which CSV file requirement is essential for a successful import?

   • AThe file must include the record ID for every record.
   • BThe file must be saved in .xlsx format.
   • CThe first row must contain the field API names as column headers.
   • DAll date fields must be in MM/DD/YYYY format.
   Reveal Solution Discussion Select an answer first
6. 5foundation · easy

   Which of the following is a typical use case for the Salesforce Import Wizard?

   • AImporting 500 new leads from a marketing event
   • BImporting custom object records with complex relationships
   • CImporting 200,000 donation records for a migration
   • DPerforming a nightly automated sync of data from an external system
   Reveal Solution Discussion Select an answer first