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Salesforce Certified Nonprofit Cloud Consultant (NPC) Sample Questions (Q54-Q59):

NEW QUESTION # 54
A nonprofit wants to use Volunteers for Salesforce for volunteer management. Which action should a consultant take before installing the package?

A. Apply for license donation for Volunteers for Salesforce.
B. Ensure the Program Management Module is already installed.
C. Check that the nonprofit has the most recent NPSP release.
D. Compare usage of roll-up summary fields to limits.

Answer: D

Explanation:
Volunteers for Salesforce (V4S) is a powerful application, but it is "resource-heavy." One of its primary functions is to roll up volunteer hours from the Volunteer Hours object to the Volunteer Job, the Volunteer Shift, and the Contact record.
The Limit Consideration:
* Roll-up Summary Limits: Salesforce has a hard limit on the number of roll-up summary fields allowed per object (typically 40).
* Impact of V4S: When you install V4S, it automatically attempts to create several roll-up summary fields on the Contact and other objects. If the nonprofit has already used many custom roll-up fields for fundraising or programs, the V4S installation will fail because it will exceed the object's field limit.
* Best Practice: A consultant should always audit the current field usage on the Contact and Account objects before installing V4S to ensure there is "headroom" for the new package's fields.
Why other options are incorrect:
* Option B: V4S is independent of PMM.
* Option C: While being on a recent NPSP is good, V4S can actually run on a standard Salesforce org without NPSP entirely.
* Option D: V4S is a free, open-source package; there are no licenses to "apply" for.

NEW QUESTION # 55
A nonprofit organization uses Action Plans to guide its work on client Care Plans. The organization needs to add more tasks to an active Action Plan Template. What should the organization do to update the Action Plan Template in Nonprofit Cloud?

A. Deactivate the Action Plan Template, add tasks, and then publish the template.
B. Clone the Action Plan Template, add tasks, and then publish the template.
C. Clone the Action Plan Template, select "Let users add items to action plans", and then publish the template.

Answer: B

Explanation:
In Salesforce Nonprofit Cloud, Action Plan Templates are used to standardize repeatable processes, such as the steps required to onboard a new client or complete a grant application. To ensure data integrity and version control, Salesforce treats published Action Plan Templates as "locked" records.
When an organization needs to modify an "Active" or "Published" template-such as adding new tasks-the system does not allow direct editing of the existing record to prevent breaking current active Action Plans that were generated from that specific version. The standard procedure for a consultant is as follows:
* Clone the Template: The user must select the existing Action Plan Template and use the Clone action. This creates a new "Draft" version of the template with all the existing tasks copied over.
* Modify the Draft: In the new draft record, the consultant can add the additional tasks, define their priority, set the number of days for completion, and assign roles or specific users to those tasks.
* Publish: Once the modifications are complete, the new template must be Published. Publishing makes the template available for users to generate new Action Plans.
* Retire the Old Template: Although not strictly required to make the new tasks work, it is best practice for a consultant to deactivate or rename the old version to ensure staff only use the most up-to-date process moving forward.
Option B is incorrect because Salesforce does not typically allow you to "deactivate and edit" the task structure of a template that has already been published. Option A describes a specific setting that allows end- users to add extra tasks to an individual instance of a plan, but it does not address the requirement of updating the master template itself.

NEW QUESTION # 56
A human services nonprofit needs to track client goals and action items related to those goals. The nonprofit is unsure whether Program Management Module alone will meet its requirements. The nonprofit is considering whether to implement Nonprofit Cloud Case Management. What should the consultant discuss with the nonprofit?

A. Program Management Module has custom objects for calendars and activities.
B. Program Management Module can track Case Plans and Action Items.
C. Case Management requires Experience Cloud licenses.
D. Case Management has a custom object for tracking goals.

Answer: D

Explanation:
For a consultant, it is vital to distinguish between the Program Management Module (PMM) and Nonprofit Cloud Case Management (NCCM). While they work together, they serve different functional depths.
* PMM (Standard Service Tracking): PMM is designed for "Service Delivery." It tracks which clients are in which programs and when they received a service (e.g., "John attended the Food Bank on Tuesday"). It is excellent for high-volume, low-touch interactions.
* NCCM (Deep Clinical/Social Work): Nonprofit Cloud Case Management is designed for "high- touch" human services. It introduces a much more granular data model. Specifically, it includes custom objects like Goals and Action Items that are part of a Case Plan. These allow a caseworker to define a specific journey for a client (e.g., Goal: "Secure Employment," Action Item: "Draft Resume").
The Core Distinction:
The consultant should explain that while PMM tracks what was delivered, Case Management provides the specialized objects needed to track the client's long-term progress through Goal tracking.
* Option A: PMM does not have specialized calendar objects; it uses standard Salesforce Activities.
* Option C: This is incorrect. Case Plans and Action Items are features of Case Management, not the standard PMM.
* Option D: Case Management does not require Experience Cloud, though they are often used together for participant portals.
By highlighting the Goal and Action Item objects, the consultant helps the nonprofit understand that Case Management is the correct choice for their "care-centric" requirements.

NEW QUESTION # 57
A nonprofit receives a donation from a family foundation. What should the consultant recommend to ensure the donation is reflected on the family's household record?

A. Use a GAU Allocation to credit the donation to the household.
B. Add an Account lookup field on the Payment for the Opportunity for the household.
C. Use Account Soft Credits to credit the household.
D. Add an additional Account lookup field on the Opportunity for the household.

Answer: C

Explanation:
In NPSP, we must distinguish between "Hard Credit" (legal ownership) and "Soft Credit" (influence
/relationship). When a family foundation (a Business Account) gives a donation, the Foundation gets the Hard Credit. However, the organization wants the Household Account (the family themselves) to receive credit for that gift in their "Total Giving" history.
The Solution: Account Soft Credits:
* Hard Credit: The Opportunity is created with the Family Foundation Account in the Account Name field. This is the legal donor.
* Soft Credit: To reflect this gift on the Family's Household, the consultant uses the Account Soft Credit feature.
* Relationship Tracking: A record is created in the Account Soft Credit related list on the Opportunity.
The "Account" is the Family's Household Account, and the "Role" is set to something like "Family Foundation."
* Rollups: NPSP's rollup engine will then pick up this soft credit. The family's Household record will now show this gift in fields like "Total Account Soft Credits" or "Total Gifts" (if the organization includes soft credits in their summary).
Why other options are incorrect:
* GAU Allocation (Option A): This tracks the fund or purpose of the money (e.g., "Building Fund"), not the donor or household credit.
* Lookup Fields (Options B & D): Adding custom lookup fields does not trigger NPSP's complex rollup logic. Only the standard Account Soft Credit object is recognized by the NPSP engine for aggregating influence-based giving to an account.

NEW QUESTION # 58
A nonprofit wants all Apex error messages to be sent to a specific system admin. How should the consultant configure NPSP to send error notifications only to this admin?

A. Uncheck the Send Apex Warning Emails checkbox on all admins except for the specific admin.
B. Change the profile for all users except the specific admin to something different than system admin.
C. Set the specific admin as the user to receive error notifications on the NPSP Settings tab under System Tools > Error Notifications.
D. Set all users except the specific admin as disabled for receiving error notifications on the NPSP Settings tab under System Tools > Error Notifications.

Answer: C

Explanation:
In the Nonprofit Success Pack (NPSP), error handling is centralized to ensure that critical failures in background processes (like nightly rollups or asynchronous triggers) do not go unnoticed. By default, NPSP may be configured to send notifications to all System Administrators, which can lead to "notification fatigue" or sensitive technical data being sent to users who do not manage the system's backend.
To route these errors to a single, specific individual, a consultant must use the NPSP Settings interface.
Step-by-Step Configuration:
* Navigate to NPSP Settings: Use the App Launcher to find the NPSP Settings tab.
* Access Error Handling: In the sidebar, go to System Tools and then click on Error Notifications.
* Edit Settings: Click the Edit button at the top of the page.
* Change Recipient Type: Look for the field labeled Error Notifications To. By default, this might be set to "All System Administrators." Change this value to User.
* Select the Admin: A new lookup field will appear. Search for and select the specific System Administrator who should be the point of contact for technical issues.
* Save: Click Save.
Once this is configured, any Apex errors triggered by the NPSP framework (TDTM, Batch jobs, etc.) will generate an email sent exclusively to that selected user. This is a best practice for governance as it ensures a clear line of accountability for troubleshooting.
Why other options are incorrect:
* Option A: Standard Salesforce "Apex Warning Emails" in Setup are different from NPSP-specific framework errors.
* Option B: There is no "disable" checkbox for individual users in the NPSP settings; the system uses a single designated recipient (User, Chatter Group, or Profile).
* Option D: Changing profiles just to manage email notifications is an extreme and unnecessary security change that would disrupt the permissions of other administrators.

NEW QUESTION # 59
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