NP Cloud Consultant Prep: Domain Expertise

A director wants reports of gifts this year designated to Operations vs Scholarships. How would you build the report?

• Create an Opportunities report and group it by Primary Campaign Source, filter by the Scholarship and Operations Campaigns

• Create General Accounting Units Report with field Total Allocations this Year, Group by General Accounting Unit, and filter to only include Scholarships and Opportunities

• Create Opportunities Report, group by Primary GAU, and filter on close date

• Create an Accounts Report based on Total Gifts This Year

Answer explanation

General Account Units allow you to group funding by its restricted use. The rollup fields on the General Accounting Unit object allow you to see fields like Total Allocations, Total Allocations This Year, etc.

A donor makes a pledge of $5,000 over 5 years. How would you record this?

• Create an Opportunity for $5,000 at the Closed Won stage and fill in the "Number of Payments" field as 5 in the Payment Information Section

• Create an Opportunity for $5,000 at the Pledge stage and fill in the "Number of Payments" field as 5 in the Payment Information Section

• Create a Pledge record on the donor's household

• Create an Opportunity for $5,000 at the Pledge stage and click on "Schedule Payments" from the Payments related list action to create payment records

Answer explanation

The schedule payments feature allows you to create multiple payments for a pledge

A Director wants to call and thank donors who give a gift of $1,000 or more within 1 business day. How can she do this with NPSP features? Choose 2.

• Create a Level based on last gift amount and relate it to an Engagement Plan Template

• Receive an email alert every time a gift is Closed Won for $1,000 or more

• Create an Engagement Plan Template with task on Day 1 assigned to her

• Create a flow to add the donor to an Engagement Plan

Answer explanation

Engagement Plans allow you to automate creating and assigning Salesforce tasks so staff have a clear list of what to do and when. The series of tasks can be independent (completed in any order) or dependent (specific sequence).

The Level object allows for an Account or Contact to be given a dynamic "Level" based on a number field. Levels can be tied to Engagement Plan Templates so that certain tasks can automate to various users when someone reaches a specific level.

Different groups of students participate in a STEAM program. What object would student groups be tracked using PMM?

• Program Engagement

• Service Participant

• Service Delivery

• Program Cohort

What object would you use to track attendance using PMM in NPSP?

• Service Session

• Program Engagement

• Service Delivery

• Service

Answer explanation

Service Sessions are a specific day/time that a service is offered as part of a service schedule. Tracking attendance on a Service Session record will create a Service Delivery record for each Participant