Data Model:
What standard objects does NPSP leverage?
Account
Contact
Opportunity
Opportunity Contact Roles
Tasks/Activities
Account
... [Show More] Model:
What are the Account Model options?
Household
1-to-1
Individual or "Bucket" model
Brainpower
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Data Model:
What custom objects does NPSP add?
Account/Contact Management:
Addresses
Affiliations
Household
Relationships
Donation Management:
Payments
Recurring Donations
Partial Soft Credits
Levels
Activity Management:
Engagement Plans
Engagement Plan Templates
Account Model:
What is the default Account Model in NPSP?
Household Account Model
Account Model:
Which of the Account Models are the legacy Models?
1-to-1
Individual or "Bucket" model
Account Model:
What is the Household Account Model?
One Household Account
One Primary Contact
Additional Contacts
Account Model:
What "sophisticated" management features does the Household Account Model support?
Contact management for multiple Household members
Address management for things like seasonal addresses and multiple Addresses
Account Model:
Which Account Model creates cleaner relationships with standard objects?
Household
Account Model:
Eric Wheeler is the Executive Director of Universal Containers Foundation (UCF). What would be the recommended configuration for his Contact and Account record relationships?
Contact record for Eric Wheeler
Eric is the Primary Contact for the Wheeler Household
Eric's Primary Affiliation is to the UCF Organization Account
Note from NPSP Documentation:
The Household Account model also supports organizational accounts (for example, other businesses, nonprofits, and religious organizations), which you distinguish from household accounts by setting a different record type. While organizational accounts can contain direct Contacts, we recommend that you include all of your Contacts as members of a Household Account, and then associate them with the Organization Account through the Primary Affiliation option
Account Model:
True or False: The Household Account Model allows a Donation to be tied to an Account and Contact without the need to reference or "go out" to other objects -- unlike previous models
True
Account Model:
Which Account Model creates an Account with an identical name to the Contact record?
1-to-1 Account Model
Account Model:
In which Account Model does the Account object act "invisibly" behind the scenes to conform to the Salesforce Account-related structure?
1-to-1 Account Model
Account Model:
What object is used in the 1-to-1 Account Model to link Contacts to one another to support a family or household?
The Household object
Account Model:
In which Account Model do all Contacts in the database get associated to a single Account?
The Individual or "Bucket" Account Model
Account Model:
What object is used in the Individual or "Bucket" Account Model to link Contacts within the single Individual Account to another Contact?
The Household object
Account Model:
Universal Containers Foundation (UCF) was configured previously using the 1-to-1 Account Model. They want to switch to the more current Household Account Model. How do you change this in NPSP settings to accommodate this requirement?
Click the NPSP Settings tab
Click People
Click Account Model
Click Edit
Choose the correct Account Model
Click Save
Account Model:
True or False: Before switching Account Models from an older, legacy Account Model, an Administrator should have a migration plan in place.
True
Here's the Migration Plan pdf: https://s3-us-west-2.amazonaws.com/sfdo-docs/npsp_account_model_conversion.pdf
Lead Conversion:
What standard steps are available when converting a Lead to a Contact?
1. Define/Select the Record Owner
2. Decide whether to send an email to the Owner
3. Choose to Create a New Contact or Merge
4. Choose to Create a new Household Account, Add to Existing Account, or Create new Organizational Account
5. Choose Affiliated Account options: Affiliate with new, Affiliate with Existing, or None
6. Choose to whether to create Opportunity or not
7. Choose Converted status
Lead Conversion:
When you convert a Lead, standard fields map to Contact, Account, and Opportunity fields. But how do you map custom Lead fields?
Click Setup
Click Object Manager
Click Leads
Click Fields & Relationships
Map Lead Fields
Lead Conversion:
What happens to the Account field options if you choose to merge a Lead with an existing Contact?
The Account field options are not displayed since the Account will not be changed.
Lead Conversion:
If an Opportunity record is created during the conversion process, which Record Type is used?
The default record type for the user converting the lead.
Relationships:
How do you add a Reciprocal Relationship?
1. Update the Relationship Type picklist field via Setup > Object Manager > Relationships > Fields & Relationships
2. Create the Reciprocal Relationship mapping in NPSP Settings > Relationships > Relationship Reciprocal Settings
Relationships:
What data is needed to create a new Reciprocal Relationship entry?
Relationship Name (i.e., Brother)
Male Name (i.e., Brother)
Female Name (i.e., Brother)
Neutral Name (i.e., Sibling)
Relationships:
How are Reciprocal Relationships created/determined?
Based on the Contact's Gender and the Relationship Type value
E.g., If a Contact who does not have a gender defined, the neutral value will be assigned to their Relationships
Relationships:
What objects can a Lookup field be added to for NPSP to automatically create Relationships? (I.e., a Referred By field)
Contact
Campaign Member
If a Lookup field to the Contact object is added to either the Contact or Campaign Member objects, NPSP can automatically create Relationship records between the two Contacts.
To enable this, an admin must:
1. Add a Lookup (Contact) field to Contact or Campaign Member
2. Update the picklist values in the Relationship Type field on the Relationship object
3. Add Reciprocal Relationships in NPSP Settings
4. Follow config steps through NPSP Settings>Relationship Autocreation
Relationships:
What are the basic components that allow the Relationship functionality to work?
Relationship custom object
Relationship Type field on Relationship object
Gender field on Contact object
Reciprocal Relationships List in NPSP Settings
Apex
Health Check:
How would an admin run the Health Check in an NPSP org?
NPSP Settings > System Tools > Health Check > Run Health Check
Health Check:
What are common issues found when running a Health Check in an NPSP Org?
1. Opportunity Contact Roles (duplicates)
2. Account Data (Accounts without Contacts)
3. Account Model Issues (Incorrect Data or Mixed models)
4. Recurring Donation Data
5. Household Object Data
6. Contact Data (Contacts without Accounts)
Data Hygiene:
What task(s) can be done by an Admin OR Staff user weekly?
Review records created in the last week
Review Naming Conventions for compliance [Show Less]