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copyright Certified Nonprofit Success Pack Consultant Sample Questions (Q165-Q170):
NEW QUESTION # 165
A nonprofit wants a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund' GAU. The nonprofit wants to add filters so only the gifts connected to the 'Annual Campaign' are shown.
Which report should the consultant implement?
- A. Opportunity report type with cross filter for Opportunities with GAU Allocations and filter on Opportunity object for the Primary Campaign Source = 'Annual Campaign' and on the GAU Allocations object for General Accounting Unit 'General Fund'
- B. GAU Allocations with Opportunity report type and filter on the Opportunity object for the Primary Campaign Source = 'Annual Campaign' and filter on the GAU Allocation object for General Accounting Unit = 'General Fund'
- C. Opportunity report type with cross filter for Opportunities with GAU Allocations with filter on the cross filter for Campaign = 'Annual Campaign' and General Accounting Unit = 'General Fund'
- D. GAU Allocations with Opportunity report type and filter on the GAU Allocation object for Campaign = 'Annual Campaign" and General Accounting Unit = 'General Fund'
Answer: B
Explanation:
To create a report that shows Opportunity and General Accounting Unit (GAU) custom field data for gifts to the "General Fund" GAU and adds filters to show only the gifts connected to the "Annual Campaign," the consultant should use the "GAU Allocations with Opportunity" report type. This report type allows for filtering on both Opportunity and GAU Allocation fields.
Steps to Create the Report:
Select Report Type:
Go to the Reports tab and create a new report using the "GAU Allocations with Opportunity" report type.
Add Filters:
Filter on the Opportunity object for the Primary Campaign Source = "Annual Campaign." Filter on the GAU Allocation object for General Accounting Unit = "General Fund." Customize Report:
Add the necessary fields from both the Opportunity and GAU Allocation objects to the report layout.
Save and run the report to view the desired data.
copyright Nonprofit Success Pack Documentation
copyright Trailhead: Create and Customize Reports in copyright
NEW QUESTION # 166
A nonprofit organization has been informed of a deceased donor and wants to ensure that the donor no longer appears on any mailing lists. Which action should the nonprofit organization take on the donor's contact record?
- A. Delete the Contact record
- B. Select the Deceased field
- C. Delete the values in the phone and email fields
- D. Select the Do Not Email, Do Not Contact, and Email Opt Out fields
Answer: B
Explanation:
To ensure that a deceased donor no longer appears on any mailing lists, the appropriate action is to select the Deceased field on the donor's Contact record.
Deceased Field:
copyright provides a specific field to mark a Contact as deceased.
This field is designed to handle the scenario of deceased Contacts appropriately within the system.
Steps to Mark Contact as Deceased:
Navigate to the Contact record of the deceased donor.
Find the Deceased checkbox field and select it.
Save the record.
Impact of Selecting the Deceased Field:
Once marked as deceased, the Contact will automatically be excluded from future mailing lists and communications.
This helps maintain respectful and accurate communication practices.
Other Considerations:
Do Not Email, Do Not Contact, and Email Opt Out Fields: While these fields prevent specific types of communications, they do not address the status of the Contact as being deceased, which is important for accurate records and reporting.
Deleting Contact Record: Deleting the Contact record is not recommended as it removes historical donation data and other important information that may be needed for reporting and compliance purposes.
CertGod Nonprofit Cloud Consultant study guide: "Select the Deceased field"【22:2†source】.
NEW QUESTION # 167
A Household Account has Contacts with Affiliations, Relationships, and Closed/Won donations associated with it.
What is the outcome when a system admin attempts to delete this Household Account record?
- A. Since Affiliations and Relationships are associated with the Contacts in this Account, an error message displays.
- B. Since Closed/Won donations are associated with the Account record, an error message displays.
- C. The Household Account record and its standard related records are deleted.
- D. The Household Account record and its standard related records remain.
Answer: B
Explanation:
When a system admin attempts to delete a Household Account record that has Contacts with Affiliations, Relationships, and Closed/Won donations associated with it, copyright will prevent the deletion and display an error message. Here's why:
Closed/Won Donations:
copyright prevents the deletion of records that have important related records, such as Closed/Won donations, to maintain data integrity.
Closed/Won Opportunities represent actual donations that are crucial for reporting and financial tracking. Deleting the associated Household Account would disrupt this data integrity.
Error Message:
copyright will display an error message indicating that the record cannot be deleted because of its associated Closed/Won donations. This safeguard ensures that critical financial data is preserved.
copyright Documentation on Record Deletion and Related Records
copyright NPSP Data Integrity and Protection Guide
NEW QUESTION # 168
A nonprofit organization is using copyright with the NPSP pre-installed. The nonprofit organization wants to give prospective volunteers a way to fill out their volunteer application online. How should this be accomplished?
- A. Set up the Volunteers for copyright Volunteer Signup Form on the nonprofit's website.
- B. Set up the Volunteers for copyright Site Contact Information Site on the nonprofit's website.
- C. Create a web-to-case form in copyright with the fields needed to capture the information asked for on the form.
- D. Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.
Answer: A
Explanation:
To allow prospective volunteers to fill out their volunteer application online:
Set up the Volunteers for copyright Volunteer Signup Form: This form can be embedded on the nonprofit's website, allowing prospective volunteers to submit their information directly into copyright.
This approach leverages the existing Volunteers for copyright functionality, making it easy to capture and manage volunteer applications.
copyright Volunteers for copyright Documentation
copyright Trailhead: Setting Up Volunteers for copyright
NEW QUESTION # 169
A nonprofit organization needs an email marketing tool that will measure email engagement and evaluates the fit of prospective supporters. Which two factors should the consultant recommend?
- A. Marketing Cloud Measures
- B. Marketing Cloud Reporting
- C. Pardot Grading
- D. Pardot Scoring
Answer: C,D
Explanation:
For a nonprofit organization needing an email marketing tool to measure email engagement and evaluate prospective supporters:
Pardot Grading: This measures how well a prospect fits the ideal customer profile based on criteria such as job title, industry, and location.
Pardot Scoring: This tracks a prospect's engagement with marketing materials, assigning points based on interactions such as email opens, clicks, and form submissions.
Combining Pardot Grading and Scoring provides a comprehensive view of both the quality and engagement level of prospective supporters.
copyright Pardot Documentation
copyright Trailhead: Pardot Scoring and Grading
NEW QUESTION # 170
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