Npsp - Study guides, Class notes & Summaries

Features only available in the household account model - correct answers--1. address management 2. Customizable rollups 3. NPSP data import utiity What sophisticated features does the household account model support? - correct answers--Contact management for multiple household members Address management for seasonal addresses 1 to 1 account model works how - correct answers--Works by creating an account object for each contact you create (1 contact, 1 account). How does the ind...

NPSP exam | 2024/25

Data Model: What standard objects does NPSP leverage? Account Contact Opportunity Opportunity Contact Roles Tasks/Activities Account Model: What are the Account Model options? Household 1-to-1 Individual or "Bucket" model Brainpower Read More Previous Play Next Rewind 10 seconds Move forward 10 seconds Unmute 0:00 / 0:00 Full screen Data Model: What custom objects does NPSP add? Account/Contact Management: Addresses Affiliations Household Relationshi...

Non-Profit Cloud Consultant Exam - Knowledge Check UPDATED ACTUAL Questions and CORRECT Answers Data Model: What standard objects does NPSP leverage? - CORRECT ANSWER- Account Contact Opportunity Opportunity Contact Roles Tasks/Activities Account Model: What are the Account Model options? - CORRECT ANSWER- Household 1-to-1 Individual or "Bucket" mod

Batching - Setup and process donation import batches with specific configurations. This is useful for organizations that have donations coming in from multiple events, campaigns or integrations. Scheduling - Process batches in the scheduled tasks that NPSP does each night or configure a new time, date or frequency. This allows administrators to save time by not having to manually process records and instead automate processes even further. Custom Post Processing - After batch reco...

Soft Credits - What happens in a situation where more than one automated soft credit rule applies? An order of precedence is applied to avoid creating duplicate contact roles Recurring Donations - What is the difference between Cash and Accrual Accounting? Cash accounting - All income and expenses are recorded when the income is received or the expenses are paid. Accrual accounting - All income and expenses are recorded when they are incurred, not when they are received or paid. Fo...

5 basic phases to a SF Implementation - ans ---Plan & Prepare -Setup & Customize -Test & Deploy SF -Drive Adoption -Continuously Improve Plan & Prepare: What general roles should be on the team? - ans ---Executive Sponsor -Business Process Owner -System Admin -Data Analyst -Champion/Power-User What are the two most widely used implementation approaches? - ans ---Waterfall -Agile Describe waterfall implementation - ans --- traditional, phased, sequential - every...

Use Data Loader when: - You need to load 50,000 to 5,000,000 records. Data Loader is supported for loads of up to 5 million records. If you need to load more than 5 million records, we recommend you work with a Salesforce partner or visit the AppExchange for a suitable partner product. You need to load into an object that is not yet supported by the import wizards. You want to schedule regular data loads, such as nightly imports. You want to export your data for backup purposes....

What is an example of an opportunity rollup field? Total gifts What do opportunity records track in Nonprofit Success Pack? Grants and donations Brainpower Read More Previous Play Next Rewind 10 seconds Move forward 10 seconds Unmute 0:00 / 0:00 Full screen What happens when all payments associated with an opportunity are marked as paid? The opportunity stage is automatically changed to Closed Won or your organization's configured status. A donor has genero...

A nonprofit organization created a custom Opportunity name for all organization donations.Which two considerations should the consultant discuss with the organization? Choose 2 answers: A. The organization should change existing Opportunities to the new naming convention through an upsert. B. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action. C. The organization should change existing Opportunities to the new naming ...