Salesforce Certified Nonprofit Success Pack (NPSP) Consultant Practice Exam

A nonprofit is choosing between the Household and One-to-One account models in NPSP for managing individual donors. What should the consultant consider?

1. The One-to-One model is deprecated and should never be used
2. Let the IT team decide based on technical preferences alone
3. Evaluate whether the organization tracks giving at the household or individual level, needs household rollups, and how it manages families — then choose the model that fits that engagement approach
4. Always use the Household model for every nonprofit

A nonprofit wants to track employer matching gifts so a $1,000 donation shows both the donor’s contribution and the employer’s match. How should the consultant configure this in NPSP?

1. Create two separate Opportunity records with no relationship between them
2. Configure matching gifts by linking the employer-match Opportunity to the original donation, with soft credits so the donor is recognized for the full matched amount
3. Add a custom field on the Opportunity for the matched amount and leave it at that
4. Track matching gifts in a spreadsheet outside of Salesforce

A nonprofit needs rollups showing total giving by fiscal year, largest gift, and consecutive giving years per donor. What NPSP feature should the consultant configure?

1. Standard Salesforce roll-up summary fields on the Account only
2. A Salesforce report that fundraisers manually reference
3. Custom Apex triggers that recalculate rollups on every donation
4. NPSP Customizable Rollups, defining rollup calculations for fiscal-year totals, largest-gift amount, and consecutive-giving-year counts

A nonprofit is migrating 50,000 constituent records from Raiser’s Edge to NPSP with complex relationship data. What is the critical first step?

1. Map the source data model to NPSP’s model — how constituent types, relationships, and giving history translate to Contacts, Household Accounts, Affiliations, Relationships, and Opportunities
2. Import all records immediately without any data mapping
3. Delete all Raiser’s Edge data and start fresh in NPSP
4. Keep both systems running indefinitely with manual synchronization

A fundraiser wants to auto-generate a series of cultivation activities whenever a donor is identified as a major-gift prospect. What NPSP feature should the consultant configure?

1. A manual checklist document shared with fundraisers
2. A report subscription that reminds fundraisers weekly
3. NPSP Engagement Plans, using a template that defines a sequence of tasks with relative due dates, assigned owners, and dependencies
4. A single workflow rule that creates one task

A $50,000 donation from a family foundation was signed by its executive director. The gift should credit the foundation, but the director should receive recognition. How should this be recorded in NPSP?

1. Create two Opportunities for $50,000 each — one per entity
2. Record half the amount under each entity
3. Create the Opportunity under the foundation’s Organization Account, with a soft credit to the executive director for recognition and solicitor tracking
4. Create the Opportunity under the executive director’s Contact record only

A nonprofit configured recurring donations in NPSP, but donors report inconsistent monthly amounts after a pledge increase. What should the consultant check?

1. Ask donors to cancel and restart their pledges
2. Disable recurring donations entirely
3. Delete all recurring donation records and recreate them
4. Review the Recurring Donation record’s schedule, verify the amount-change effective date, and confirm whether Enhanced Recurring Donations is enabled for proper schedule management

A nonprofit wants to assign donor levels (Bronze, Silver, Gold, Platinum) based on cumulative giving thresholds that update automatically as donations are received. What NPSP feature should the consultant configure?

1. NPSP Levels, defining criteria-based assignments using giving thresholds that recalculate automatically as rollup values change
2. A manual field updated by staff after each donation
3. A report that lists donors by giving tier for manual review
4. A workflow rule that checks the donation amount on each individual Opportunity

A nonprofit’s batch gift entry process requires entering 200 checks received at a gala, each needing donor matching and proper Opportunity creation. What NPSP feature streamlines this?

1. Import a CSV with Data Loader without any donor matching
2. Have volunteers enter donations into a spreadsheet for later import
3. Use NPSP Batch Gift Entry to enter multiple gifts quickly, match them to existing donors, and create properly structured Opportunity records in bulk
4. Enter each Opportunity individually through the standard Salesforce interface

A consultant must configure NPSP address management for a nonprofit where multiple household members share an address, but some members have different mailing preferences. How should address management be configured?

1. Use a single text field for all addresses
2. Store addresses only at the Contact level for each individual
3. Create separate Account records for members with different addresses
4. Configure NPSP Address Management with the household address as the default, and enable individual Contact address overrides for members whose mailing preferences differ