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

NP Cloud Consultant Prep: Domain Expertise

Quiz
•
Professional Development
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Professional Development
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Hard
Tiana Hawkins
Used 1+ times
FREE Resource
5 questions
Show all answers
1.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
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.
2.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
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
3.
MULTIPLE SELECT QUESTION
1 min • 1 pt
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.
4.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
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
5.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
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
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