
[2025年12月] 厳密検証されたNonprofit-Cloud-Consultant問題集と解答でNonprofit-Cloud-Consultant問題集と正解付き
ベストNonprofit Cloud Consultant学習ガイドはNonprofit-Cloud-Consultant試験合格させます
質問 # 158
A nonprofit organization wants to automate some of its routine activities.
Which declarative Salesforce solution is designed for process automation?
- A. Einstein
- B. Pardot
- C. Lightning Flow
- D. NPSP TDTM
正解:C
解説:
Lightning Flow in Salesforce is a powerful declarative tool that allows users to automate business processes and create guided visual experiences. This tool is specifically designed for process automation and can help nonprofits streamline routine activities without requiring any coding knowledge. Here are the steps to use Lightning Flow for automating processes:
Access Lightning Flow Builder:
Navigate to Setup.
In the Quick Find box, type "Flows" and select "Flows" under Process Automation.
Create a New Flow:
Click "New Flow".
Choose the type of flow you want to create. For automating routine activities, "Screen Flow" or "Scheduled-Triggered Flow" might be appropriate.
Design the Flow:
Use the drag-and-drop interface to add elements like screens, decisions, assignments, and loops.
Configure each element to define the process logic.
Set Entry Conditions and Actions:
Define the trigger for the flow (e.g., record creation, updates, scheduled times).
Specify the actions to be taken (e.g., create/update records, send emails, call Apex classes).
Test the Flow:
Before activating the flow, use the Debug mode to test and ensure it works as expected.
Activate the Flow:
Once tested, activate the flow so it starts running based on the defined conditions.
Reference:
"Get Started with Automation Tools" from Salesforce Help: Salesforce Automation
"Salesforce Flow for Nonprofits" from Salesforce.org: Salesforce.org Guide
質問 # 159
A nonprofit is looking for an integrated tool that manages more than one channel for personalized journeys, triggers messages automatically to create stronger relationships, and links communications to donations it has received.
Which solution should the consultant recommend?
- A. NPSP and Pardot
- B. NPSP and Social Studio
- C. PSP and Experience Cloud
- D. NPSP and Marketing Cloud
正解:D
解説:
Explanation
https://www.salesforce.com/products/marketing-cloud/faq/
質問 # 160
A nonprofit has significant staff turnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit.
How should the consultant meet the requirement?
- A. Run the Schema Builder.
- B. Create a field history report.
- C. Run and view the Setup Audit Trail.
- D. Complete all field descriptions.
正解:D
解説:
Explanation
https://trailhead.salesforce.com/content/learn/modules/data_modeling/schema_builder
質問 # 161
A nonprofit needs to load approximately 3 million records into Salesforce.
Which API will load the data in the most efficient manner?
- A. Bulk API
- B. Streaming API
- C. REST API
- D. SOAP API
正解:A
解説:
For loading a large volume of records, such as approximately 3 million records, into Salesforce, the Bulk API is the most efficient method. The Bulk API is designed to handle large data sets by processing records asynchronously in batches, which reduces the load on Salesforce servers and ensures efficient data transfer.
This API is optimized for data loading and extraction, making it ideal for high-volume data operations.
Salesforce Bulk API Developer Guide
Salesforce Nonprofit Cloud Data Import Best Practices
質問 # 162
A nonprofit organization has been using Salesforce without NPSP. The organization is now interested in the NPSP functionality and wants the consultant to recommend if NPSP should be used in the same Salesforce environment or if they should start over in a new environment.
Which tool should the consultant use to help evaluate and recommend the best course of action?
- A. Setup Audit Trail
- B. NPSP Health Check
- C. Lightning Experience Migration Assistant
- D. Salesforce Optimizer
正解:D
質問 # 163
Salesforce recommends using V2MOM with customers in the requirements-gathering phase of a project. What is the desired outcome?
- A. Organizational alignment
- B. Data security
- C. Executive sponsorship
- D. Customer adoption
正解:A
質問 # 164
A nonprofit organization is using NPSP Data Importer for Contacts. The consultant has noticed that even though the mappings are correct, some of the Account records are not automatically being created. Which two things should the consultant check?
- A. If all records have a phone number
- B. If all the email addresses are properly formatted
- C. If the required fields are included in the import
- D. If there are required fields on the Account
正解:C、D
質問 # 165
A nonprofit has significant staff turnover and wants to ensure that the purpose of Salesforce field customization is clearly understood by system admins who are new to the nonprofit.
How should the consultant meet the requirement?
- A. Run the Schema Builder.
- B. Create a field history report.
- C. Run and view the Setup Audit Trail.
- D. Complete all field descriptions.
正解:D
解説:
https://trailhead.salesforce.com/content/learn/modules/data_modeling/schema_builder To ensure that new system admins understand the purpose of Salesforce field customizations, the following steps should be taken:
* Complete All Field Descriptions:
* For every custom field created in Salesforce, ensure that the "Description" field is filled out comprehensively.
* Go to Salesforce Setup.
* Navigate to the Object Manager and select the object that has custom fields.
* For each custom field, click on "Edit" and provide a detailed description that explains the field's purpose, usage, and any important notes regarding its functionality.
* Save the changes.
* Document Customizations:
* Maintain comprehensive documentation of all custom fields, including their descriptions, data types, and any validation rules associated with them.
* Use a shared document or a dedicated Salesforce documentation tool to keep this information accessible and up-to-date.
* Training and Onboarding:
* Create a training module or onboarding program for new system admins that includes an overview of key customizations.
* Use Trailhead modules to supplement learning about field management and customization best practices.
* Utilize Salesforce Resources:
* Encourage new admins to use Salesforce's Schema Builder to get a visual overview of the data model, which can help them understand how different fields and objects are interconnected.
* Leverage the Setup Audit Trail to review any changes made to field customizations and understand their history.
By ensuring that all field descriptions are complete and providing thorough documentation, new system admins will have a clear understanding of the customizations, helping them manage and maintain the Salesforce instance more effectively.
References:
Salesforce documentation on field customization and descriptions
CertGod Nonprofit Cloud Consultant guide
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質問 # 166
A nonprofit needs to load approximately 3 million records into Salesforce.
Which API will load the data in the most efficient manner?
- A. Bulk API
- B. Streaming API
- C. REST API
- D. SOAP API
正解:A
解説:
For loading a large volume of records, such as approximately 3 million records, into Salesforce, the Bulk API is the most efficient method. The Bulk API is designed to handle large data sets by processing records asynchronously in batches, which reduces the load on Salesforce servers and ensures efficient data transfer. This API is optimized for data loading and extraction, making it ideal for high-volume data operations.
Reference:
Salesforce Bulk API Developer Guide
Salesforce Nonprofit Cloud Data Import Best Practices
質問 # 167
A fundraiser at a nonprofit wants to be donation solicitations on which she is easily track and update her gift asks.
What should requirement
- A. Einstein for Nonprofits
- B. Manage Campaign Members
- C. Path
- D. Kanban View
正解:D
質問 # 168
A nonprofit organization is currently using Person Accounts in Salesforce. The organization now wants to use the NPSP Household Account model instead and does not want system administrators to interact with anything related to the Person Account model. What should the consultant advise?
- A. Apply for a new Salesforce NPSP org and request a license transfer, then migrate existing data from the current system to the new Salesforce instance
- B. Extract the Person Account data, uninstall Person Accounts, install NPSP and reimport the data.
- C. Install NPSP in its Salesforce org and set the account model to Household Accounts and the record type to Person Accounts
- D. Export all Person Account data, then create a help ticket asking Salesforce to uninstall Person Accounts, then install NPSP and reimport the data
正解:A
解説:
To transition from Person Accounts to the Household Account model in NPSP and avoid interacting with Person Accounts, the recommended approach is to migrate to a new Salesforce NPSP org. Here's how:
* Apply for a New Salesforce NPSP Org:
* Contact Salesforce to apply for a new NPSP org.
* Ensure the organization qualifies for the NPSP and request the necessary licenses.
* Request License Transfer:
* Work with Salesforce support to transfer existing licenses from the current org to the new NPSP org.
* Export Data from Current Org:
* Export all Person Account data, including Contacts, Accounts, Opportunities, and any other relevant records.
* Use Salesforce Data Loader or another export tool to ensure a complete data export.
* Prepare Data for Import:
* Clean and prepare the exported data for import into the new org.
* Map Person Account data to the appropriate fields in the Household Account model.
* Import Data into New NPSP Org:
* Use the NPSP Data Importer or Data Loader to import the cleaned data into the new org.
* Ensure that all relationships and references are correctly mapped and maintained during the import process.
This method ensures a clean transition to the Household Account model without the complications of dealing with Person Accounts in the original org.
Salesforce NPSP Documentation: Account Models
Salesforce Trailhead: Data Import Strategies
質問 # 169
A fundraising associate needs to print mailing labels for the latest direct mail campaign to families who give to the nonprofit organization. The organization uses the Household Account model with Address Management.
Which object and address field should the associate use when building the report?
- A. Contact; Mailing Address
- B. Contact; Other Address
- C. Account; Billing Address
- D. Account; Shipping Address
正解:A
解説:
For generating mailing labels for a direct mail campaign in Salesforce Nonprofit Cloud, it's essential to use the correct object and address field, especially when the organization employs the Household Account model with Address Management. Here's a detailed explanation:
Understanding Household Account Model:
The Household Account model in Salesforce Nonprofit Cloud groups related contacts under a single account, representing a household. This model helps nonprofits manage donor relationships effectively.
Scenario Explanation:
The fundraising associate needs to print mailing labels for families who give to the organization. The key is to pull the correct address for each family.
Steps to Build the Report:
Choose the Contact Object: In Salesforce, the Contact object holds individual donor details, including their addresses. When using the Household Account model, the address information is managed at the contact level.
Select the Mailing Address Field:
Navigate to Reports in Salesforce and create a new report based on the Contacts & Accounts report type.
Include the necessary fields such as Contact Name and Mailing Address.
Filter for Donors: Apply filters to ensure you are only including contacts who are donors. This can be based on donation history or related opportunities.
Format for Mailing Labels: Adjust the report format to ensure it can be used for mailing labels. This might involve creating a custom report format or exporting the data for use in an external mailing label tool.
Why Not Other Options:
Option A: Using the Account object and Billing Address is inappropriate because the Billing Address often pertains to the primary address for account records, which might not accurately reflect the household mailing address.
Option B: Contact's Other Address field is typically used for secondary addresses and not the primary mailing address.
Option C: Account's Shipping Address is also less relevant for mailing labels within the context of Household Account models where individual contact addresses are used.
By using the Contact object and the Mailing Address field, the fundraising associate can ensure that the mailing labels are accurate and reflect the correct addresses for each donor family.
Reference:
Salesforce Nonprofit Cloud Documentation on Household Account Model
Salesforce Reports and Dashboards Guide
質問 # 170
A nonprofit wants its supporters to send advocacy messages to elected officials and then record which supporters sent the messages.
Which two solutions should the consultant recommend to meet the requirement?
Choose 2 answers
- A. Use an online advocacy platform from the AppExchange that syncs to Salesforce.
- B. Configure Marketing Cloud to send advocacy messages from the supporters.
- C. Set a new NPSP Engagement Level on a Contact every time a Contact sends an advocacy message.
- D. Organize advocacy messages into Campaigns and add the Contacts who take action as Campaign Members.
正解:A、D
解説:
To track supporters who send advocacy messages to elected officials, the nonprofit can use the following solutions:
* Organize Advocacy Messages into Campaigns:
* Create a Campaign in Salesforce for each advocacy initiative.
* Add Contacts who take action (send messages) as Campaign Members. This allows the nonprofit to track participation and engagement within each advocacy campaign.
* Use an Online Advocacy Platform from the AppExchange:
* Select an advocacy platform from the Salesforce AppExchange that integrates with Salesforce.
These platforms are designed to facilitate advocacy efforts and automatically sync supporter actions with Salesforce.
* The platform can record which supporters sent messages and update Salesforce accordingly, ensuring accurate tracking and reporting.
These solutions provide a comprehensive approach to managing and tracking advocacy efforts, leveraging the capabilities of Salesforce and specialized advocacy tools.
References:
Salesforce AppExchange: Advocacy Platforms
Nonprofit Success Pack (NPSP) Documentation: Managing Campaigns and Campaign Members
質問 # 171
A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?
- A. Check if the report type includes Opportunities.
- B. Check if the report type includes Payments
- C. Check a custom field, "Check/Reference Number" on Opportunity
- D. Check a custom field, "Check/Reference Number" on Payments
正解:D
解説:
If the Check/Reference Number field is not visible in the report builder, the consultant should check if there is a custom field named "Check/Reference Number" on the Payments object. Here's how to proceed:
* Verify Custom Fields on Payments Object:
* Navigate to Setup.
* In the Object Manager, select "Payment".
* Click on "Fields & Relationships".
* Look for a custom field named "Check/Reference Number".
* Ensure Field is Included in Report Type:
* Go to the Report Builder.
* Verify that the report type being used includes the Payments object.
* If the report type does not include Payments, create or use a report type that does.
* Add Field to Report Layout:
* In the Report Builder, ensure the "Check/Reference Number" field is added to the report layout.
* Drag and drop the field into the columns of your report.
By ensuring that the custom field is present on the Payments object and included in the report type, the development associate can successfully add the Check/Reference Number to their report.
Salesforce Documentation: Custom Fields
Salesforce Trailhead: Create Reports with the Report Builder
質問 # 172
A nonprofit organization created a custom Opportunity name for all organization donations.
Which two considerations should the consultant discuss with the organization? Choose 2 answers
- A. The organization should only change existing Opportunities to the new naming convention by using the "Refresh Name" action.
- B. The organization should change existing Opportunities to the new naming convention through an upsert.
- C. The custom naming convention only applies to new Opportunities of matching record types; it is not retroactive.
- D. The organization should change existing Opportunities to the new naming convention by using the "Refresh All Opportunity Names" button in Bulk Data Processes.
正解:A、D
解説:
When a nonprofit organization creates a custom Opportunity name for all organization donations, the consultant should discuss the following considerations:
Using the "Refresh Name" Action (B):
The organization should use the "Refresh Name" action to change existing Opportunities to the new naming convention. This action ensures that the custom naming convention is applied correctly.
Navigate to the Opportunity record.
Click on the "Refresh Name" button to update the Opportunity name according to the new naming convention.
Using the "Refresh All Opportunity Names" Button in Bulk Data Processes (C):
For bulk updates, the organization should use the "Refresh All Opportunity Names" button available in Bulk Data Processes.
Go to NPSP Settings.
Under Bulk Data Processes, find the "Refresh All Opportunity Names" button.
Click on it to update all existing Opportunities to the new naming convention in bulk.
These methods ensure that the custom naming convention is applied consistently across all existing Opportunity records, maintaining data integrity and consistency within the Salesforce org.
質問 # 173
A consultant using CumulusCI has customized a nonprofit's org and wants them to validate these changes with the latest release of NPSP which will be pushed to production one week later.
What are two ways the consultant can deploy this for the nonprofit after the release is announced?
Choose 2 answers
- A. Test customizations in an updated sandbox.
- B. Install NPSP and test the customizations in a new Developer Edition org.
- C. Compare the customizations to the NPSP roadmap and create a new trial org.
- D. Configure a scratch org with NPSP dependency and test customizations.
正解:A、D
質問 # 174
What are the two key places to locate NPSP release information? Choose 2 answers
- A. GitHub Cumulus Releases
- B. Power of Us Hub
- C. trust.salesforce.com
- D. Partner Success Community
正解:A、B
解説:
To locate NPSP release information, two key places are:
* Power of Us Hub: This is a community for Salesforce.org customers, where they can access release notes, documentation, and discussions about NPSP updates.
* GitHub Cumulus Releases: This repository contains detailed release information, including new features, bug fixes, and enhancements for NPSP.
These sources provide comprehensive and up-to-date information on NPSP releases.
References:
Power of Us Hub
GitHub Cumulus Releases Repository
質問 # 175
What does a consultant need to enable and deploy before using Advanced Mapping in NPSP?
- A. Custom triggers
- B. Delegated Administration
- C. Customizable Rollups
- D. My Domain
正解:D
解説:
Before using Advanced Mapping in NPSP, it is necessary to enable and deploy My Domain. My Domain is a prerequisite for using several Salesforce features, including Advanced Mapping, as it allows you to customize your Salesforce org's URL, and it enhances security by creating a unique subdomain for your Salesforce org.
Steps to Enable My Domain:
Navigate to Setup:
Go to Setup -> My Domain.
Register My Domain:
Enter your preferred domain name and check its availability.
Register the domain and wait for the confirmation email.
Deploy My Domain:
After registration, deploy the domain to users and ensure it is active.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Help: My Domain
https://www.craftsmantech.com/2019/11/14/npsp-data-import-advanced-mapping/
質問 # 176
A large nonprofit organization is a social enterprise that functions in many ways like a for-profit corporation. The organization does mot accept individual donations, but mostly engages with corporations, sponsors, and vendors by selling its own products to further its mission. The organization needs to manage Leads and track its Opportunity pipeline. Which account model should the consultant recommend?
- A. Household Account Model without NPSP
- B. Salesforce Account Model without NPSP
- C. Individual "Bucket" Account Model in NPSP
- D. Administrative Account Model in HEDA
- E. Household Account Model in NPSP
正解:E
質問 # 177
A consultant for a nonprofit needs to upload data that contains payments on existing opportunities in Salesforce using donation matching in the NPSP Data Importer.
After a gift is successfully matched to an existing record, which two updates may occur?
Choose 2 answers
- A. The Stage of the Opportunity will change to Closed/Won.
- B. The open Payment will be marked as Paid.
- C. A Payment will be added to the Opportunity.
- D. The Opportunity amount will include the new payment amount.
正解:C、D
解説:
When using the NPSP Data Importer to upload data that contains payments on existing opportunities, and matching donations to existing records, the following updates may occur:
* A Payment Will Be Added to the Opportunity:
* When a gift is successfully matched to an existing Opportunity, a Payment record is created and associated with the Opportunity.
* This reflects the new donation and updates the financial records accordingly.
* The Opportunity Amount Will Include the New Payment Amount:
* The total amount on the Opportunity will be updated to reflect the sum of the original amount and the new payment amount.
* This ensures that the Opportunity accurately represents the total donations received.
These updates help maintain accurate and up-to-date financial records within Salesforce, reflecting all contributions accurately.
Salesforce NPSP Documentation: NPSP Data Importer
Salesforce Trailhead: Manage Donations with NPSP
質問 # 178
A nonprofit organization uses Customizable Rollups and has a large volume of Recurring Donation Allocations for a specific fund. The system administrator notices a scheduled skew job, but does not remember scheduling it. What should the consultant advise the system administrator to do?
- A. Delete the job
- B. View the Setup Audit Trail
- C. Keep the job
- D. Run a debug log
正解:A
質問 # 179
A user creating Opportunities Wants information to appear on both the Opportunity record and the Payment record without having to enter it twice.
Which two steps should the consultant take to meet this requirement?
Choose 2 answers
- A. Create custom fields on the Payment object.
- B. Create custom automation on the Payment object.
- C. Create lookup fields on the Payment object.
- D. Create Payment Mappings in NPSP Settings.
正解:A、D
解説:
To ensure information appears on both the Opportunity and Payment records without entering it twice, the following steps should be taken:
Create Custom Fields on the Payment Object:
Identify the fields that need to be shared between the Opportunity and Payment records.
Go to the Payment object in Salesforce and create custom fields that match those on the Opportunity object.
Create Payment Mappings in NPSP Settings:
Navigate to NPSP Settings.
Go to the "Donations" section and find "Payment Mappings."
Set up mappings to link Opportunity fields to the corresponding Payment fields.
This ensures that when an Opportunity is created or updated, the relevant data is automatically copied to the Payment record.
By creating custom fields and setting up payment mappings, the required information will be synchronized between Opportunity and Payment records, eliminating the need for duplicate data entry.
Reference:
Salesforce Nonprofit Success Pack (NPSP) documentation on Payment Mappings CertGod Nonprofit Cloud Consultant guide
質問 # 180
How can a gift officer determine if an acknowledgment letter was sent for a donation?
- A. Check the Status picklist value on the Task object.
- B. Check the Acknowledgement Status picklist value on the Opportunity object.
- C. Check if the Campaign Member status is set to "Acknowledged".
- D. Check the Acknowledgement Status picklist value on the Contact object.
正解:B
解説:
To determine if an acknowledgment letter was sent for a donation, the best approach is to check the
"Acknowledgement Status" picklist value on the Opportunity object. Here's how you can do it:
* Navigate to the Opportunity Object:
* Go to the App Launcher and find Opportunities.
* Add the Acknowledgement Status Field:
* Ensure that the "Acknowledgement Status" field is included in the Opportunity page layout.
* Navigate to Setup.
* In the Object Manager, select Opportunity.
* Go to Page Layouts and add the "Acknowledgement Status" field to the relevant layout if it is not already there.
* Review the Acknowledgement Status:
* Open the Opportunity record for the donation in question.
* Look for the "Acknowledgement Status" field to see if it indicates that the acknowledgment letter has been sent.
* Automate Tracking (Optional):
* Use workflows or Process Builder to update the "Acknowledgement Status" automatically when certain conditions are met, such as when a task related to sending an acknowledgment letter is marked complete.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Acknowledgments Salesforce Trailhead: Opportunities and Donations
質問 # 181
A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project. What should a consultant recommend for the foundation to track progress?
- A. Create a Campaign hierarchy for project and year.
- B. Create a process that populates custom fields for each year and project on Opportunities.
- C. Create reports with bucketing and filters.
- D. Create a custom object for year and a custom object for project to track.
正解:A
解説:
Creating a Campaign hierarchy is the most effective way to track funding for projects and monitor year-over- year goals in Salesforce. Campaign hierarchies allow for organizing campaigns in a structured manner, making it easy to roll up data and track progress across different levels. Here's how to set this up:
* Create Parent Campaigns for Years:
* For each year, create a parent campaign. For example, "2023 Projects" and "2024 Projects".
* Create Sub-Campaigns for Projects:
* Under each yearly parent campaign, create sub-campaigns for each project. For instance, "2023 Projects" can have sub-campaigns like "Project A", "Project B", etc.
* Link Sub-Campaigns to Parent Campaigns:
* Use the Parent Campaign lookup field to link each project campaign to its respective year campaign. This establishes the hierarchy.
* Track Goals and Progress:
* Use Campaign fields to set goals and track actual amounts. Fields like "Campaign Member Status", "Amount Raised", and custom fields can be used to track the funding and progress.
* Use roll-up summary fields to aggregate data from sub-campaigns to parent campaigns.
* Reporting and Dashboards:
* Create reports and dashboards to monitor the progress of each project and year-over-year comparisons. Use the Campaign Hierarchy feature in reports to show aggregated data.
By setting up a Campaign hierarchy, the foundation can easily track the funding, manage goals, and compare progress year-over-year.
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Managing Campaigns
質問 # 182
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