Salesforce NONPROFIT-CLOUD-CONSULTANT Exam (page: 6)
Salesforce Certified Nonprofit Cloud Consultant
Updated on: 15-Feb-2026

The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year. There is a custom checkbox field on the Contact record to indicate board members. How should the consultant create this report?

  1. Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE. Summarize the Total Gifts this Year and Soft Credits this Year fields.
  2. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Include the Total Gifts this Year and Soft Credits this Year fields.
  3. Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRUE. Group results by the Total Gifts this Year and Soft Credits this Year fields.
  4. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.

Answer(s): B



A nonprofit runs a workforce development program for its clients. Job seekers contact the nonprofit via phone, web, and email. The nonprofit wants to track each engagement separately from start to finish. The nonprofit needs to assign job seekers to case managers. What solution should the consultant propose?

  1. Create a custom junction object between Contact and Case for the assignment and customize workflow rules.
  2. Enable web-to-case and customize cases and assignment rules.
  3. Create a custom multi-select picklist field to track the assignment and customize related lists.
  4. Enable web-to-lead and customize leads and assignment rules.

Answer(s): B



A nonprofit organization wants a report that compares giving at a consistent point in time from year to year. Now should the consultant set this up?

  1. Create a matrix report bucketing the dates you wish to compare.
  2. Create a joined report showing the two years side by side.
  3. Run the NPSP Account SYBUNT and Contact SYBUNT reports.
  4. Set up a Reporting Snapshot on Opportunities.

Answer(s): C



The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total. How can this be accomplished with NPSP using Account records for the grant making institution?

  1. Create Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.
  2. Create Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.
  3. Create Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.
  4. Create Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

Answer(s): A



A nonprofit organization has a large volume of contacts, organizations, and address records. The organization wants to migrate all of its data into its NPSP org. What are two considerations? Choose 2 answers

  1. Address verification only works with the one-to-one and individual ("Bucket") Account models.
  2. Tracking addresses with the Address object may introduce more complexity.
  3. Migrating all historical address information impacts system data storage.
  4. There is a limit of three addresses per contact or organization that can be migrated into NPSP.

Answer(s): B,C



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