What is an example of an opportunity rollup field?
Total gifts
What do opportunity records track in Nonprofit Success Pack?
Grants and
... [Show More] donations
Brainpower
Read More
Previous
Play
Next
Rewind 10 seconds
Move forward 10 seconds
Unmute
0:00
/
0:00
Full screen
What happens when all payments associated with an opportunity are marked as paid?
The opportunity stage is automatically changed to Closed Won or your organization's configured status.
A donor has generously offered to give $100 every month to sponsor a program recipient, with no end date specified. Which tool should you use to record these ongoing contributions?
Open-Ended Recurring Donations
In Nonprofit Success Pack, which of these objects can allocations be applied to?
Campaigns
True or false: Allocations can only be set as a percentage of the donation.
False
Where can you use the "Send Email Acknowledgement" action in NPSP?
From an Opportunity record and from the Opportunities tab list view.
How can an organization create physical acknowledgments from NPSP?
By using a document generation app from the Salesforce AppExchange, or creating a report with the necessary information and using a mail merge tool.
What do you call roles that are assigned to a contact on a particular opportunity record.
Opportunity contact roles.
How do you attribute soft credit to an individual in NPSP?
Assign the appropriate opportunity contact role.
Why doesn't a contact's soft credit rollup reflect a new total immediately after you enter relevant data in NPSP?
The soft credit rollup is calculated in a nightly batch.
How would you mark a donation (opportunity) as eligible for a matching gift in NPSP?
Mark the Matching Gift Status as Potential or Submitted.
What would you do to create a matching donation from a company?
Choose the Matching Gift record type and then click Find Matched Gifts.
What NPSP feature allows you to credit parts of a donation to multiple people?
Partial soft credits
True or false: Selecting the 'Full' radio button on the Manage Soft Credit detail page will allow you to enter a partial soft credit amount
False
What can be assigned with an engagement plan?
Tasks
By default, which of the following objects can you use with engagement plans?
Contacts, Accounts, Opportunities, and Campaigns
What type of field is used to automatically calculate levels?
A number field
What can be accomplished automatically when combining levels with an engagement plan?
Moving stakeholders from one level to another.
Where does an engagement score pull data from?
Multiple fields
What feature helps you create Salesforce tasks to guide your staff toward reaching a goal?
Engagement Plans
If you wanted to develop personalized, automated marketing journeys with advanced segmentation, which product would you use?
Marketing Cloud Engagement for Nonprofits
Why should a non-profit organization use Marketing Cloud?
Nonprofit organizations have access to Marketing Cloud Engagement for Nonprofits, a purpose-built solution to help organizations of any size get started efficiently to create personalized stakeholder experiences through scalable email campaigns and data-driven insights. Its out-of-the box tools and message templates help you engage with your current supporters at scale faster than ever.
What setting needs to be enabled in Salesforce to make the most of email through NPSP?
Enhanced Email
Which Salesforce email feature allows you to send from a general email address or as the spokesperson of your organization?
Organization-wide email addresses
What feature can you use to insert information from a record into your email without using cut-and-paste?
Merge fields
True or false: Quick text inserts short, commonly used phrases into your email with a few clicks.
True
True or false: A history of emails sent through campaigns and list views is included on contact records.
True
What is TDTM?
TDTM stand for Table Driven Trigger Management and it allows you to disable specific pieces of code, and add your own custom code. TDTM allows organizations to grow and more easily add complexity to your databases while still maintaining control over the scope and sequence of your process automation.
What is the hierarchal structure for volunteer management?
Campaigns > Volunteer Jobs > Volunteer Shifts
How are volunteers connected to volunteer shifts?
Using Volunteer Hour records.
What is a Program in NPSP?
Thematic grouping that consist of one or more services. These will include a name and goal.
What is a Service in NPSP?
Services are activities that make up your programs and how you measure what you do. These should include a name, and what we measure in.
What is a Program Engagement in NPSP?
Program Engagements: track the r [Show Less]