NPSP Configuration and Setup AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 2)

Questions 6–10

1. 6foundation · easy

   Which NPSP feature must be enabled in NPSP Settings to allow donors to make ongoing, scheduled donations?

   • AOpportunity Management
   • BRecurring Donations
   • CCampaign Management
   • DDonation Matching
   Reveal Solution Discussion Select an answer first
2. 7foundation · easy

   What is the recommended approach for configuring NPSP after installation?

   • AConfigure NPSP Settings based on the organization's business processes
   • BUse the NPSP Installer to set up all features automatically
   • CLeave all default settings as they are
   • DCreate custom objects for all NPSP features
   Reveal Solution Discussion Select an answer first
4. 8foundation · easy

   Which of the following is a recommended best practice when installing NPSP in an existing Salesforce org?

   • AInstall NPSP directly in production to avoid data migration
   • BInstall NPSP in a sandbox first and test thoroughly before deploying to production
   • CUse the NPSP Installer only in production
   • DDisable all validation rules before installation
   Reveal Solution Discussion Select an answer first
5. 9application · medium

   A nonprofit wants to automatically create a new Opportunity when a donor makes a pledge, and they want the Opportunity to have a specific record type and stage. They also want to ensure that the donor's preferred language is captured on the Opportunity. What should the admin configure in NPSP Settings?

   • AUse the 'Opportunity Contact Role' settings to automatically populate the preferred language from the Contact.
   • BCreate a new Opportunity record type and use a workflow rule to set the stage and copy the preferred language from the Contact.
   • CSet the default Opportunity record type and stage in Donation Management Settings, and add a custom field for preferred language to the Opportunity object.
   • DEnable the 'Pledge Management' feature and configure the default stage in the Pledge Settings, but preferred language must be added via a formula field.
   Reveal Solution Discussion Select an answer first
6. 10application · medium

   A nonprofit wants to track monthly donations that are made via credit card. They have enabled Recurring Donations in NPSP. What additional configuration is needed to ensure that each monthly payment creates a separate Opportunity?

   • AUse a Process Builder to create an Opportunity each time a payment is received, since NPSP does not support this natively.
   • BSet the 'Recurring Donation' to 'Installment' and configure the 'Opportunity Creation' setting to 'Create One Opportunity Per Installment'.
   • CEnable the 'Recurring Donation' to 'Open Ended' and set the 'Opportunity Creation' to 'Create One Opportunity Per Recurring Donation'.
   • DCreate a custom object to track payments and use a trigger to generate Opportunities.
   Reveal Solution Discussion Select an answer first