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Salesforce Certified Nonprofit Cloud Consultant (NPC) Sample Questions (Q83-Q88):
NEW QUESTION # 83
A nonprofit organization is using Care Plans in Nonprofit Cloud to manage interactions with clients. The organization has standard Care Plan Templates set up but must often add additional elements to a Care Plan based on a client's specific needs. What can be manually added directly to a Care Plan?
Answer: C
Explanation:
In Nonprofit Cloud Case Management, a Care Plan is the central roadmap for a client's journey toward a specific outcome. While Care Plan Templates provide a standardized starting point, the philosophy of person-centered care requires that these plans be customizable to the unique circumstances of each participant.
A Care Plan is structurally composed of two primary "actionable" building blocks:
* Goal Assignments: These represent the milestones the client is working toward (e.g., "Secure Stable Housing" or "Complete GED"). While a template might include five standard goals, a caseworker can manually add a sixth Goal Assignment that is unique to that client's specific barriers.
* Benefit Assignments: These are the services or resources provided to help the client achieve their goals (e.g., "Rental Assistance" or "Weekly Tutoring"). A caseworker can manually link additional Benefits to a Care Plan to ensure the participant has the specific support they need.
Step-by-Step Customization Workflow:
* Template Application: The caseworker begins by applying a standard template, which populates the Care Plan with a set of pre-defined goal and benefit assignments.
* Assessment Review: After a Dynamic Assessment, the caseworker identifies an unmet need.
* Manual Entry: Within the Care Plan interface, the caseworker clicks "New" on the Goal Assignment related list to create a custom goal. They then do the same for Benefit Assignments to link the client to a specific service.
* Linking: The caseworker can then link the manual Benefit Assignment to the manual Goal Assignment to show exactly how that service contributes to the client's progress.
Option B is incorrect because Programs and Program Enrollments are the broader containers that a client is part of. While a Care Plan exists within the context of an enrollment, you don't "add an enrollment" to a plan; rather, the plan is a subset of the enrollment. Option A refers to compliance and document tracking, which are managed via Action Plans, not the core clinical/social service logic of the Care Plan itself.
NEW QUESTION # 84
A nonprofit organization wants to produce gift acknowledgement letters by using predefined Nonprofit Cloud templates. What should be added to the page layouts?
Answer: C
Explanation:
In Nonprofit Cloud for Fundraising, the acknowledgment process is integrated with the OmniStudio Document Generation engine. To allow users to trigger the creation of a letter directly from a donor's record or a specific transaction, a specific action must be available on the interface.
Step-by-Step UI Configuration:
* Identify the Object: Acknowledgments are typically generated from the Gift Transaction record (for individual gifts) or the Person Account record (for summaries).
* Page Layout / Lightning App Builder: The consultant navigates to the record page in the Lightning App Builder.
* Add the Action: The consultant adds the standard Generate Document button (or "Quick Action") to the Highlights Panel or the Actions section of the page.
* Workflow Interaction: When a fundraiser clicks the Generate Document button, a modal opens that allows them to:
* Select from the predefined Nonprofit Cloud templates (e.g., "Standard Thank You" or "Year- End Tax Receipt").
* Choose the output format (PDF or Word).
* Preview the document with live donor data merged.
* Completion: Once the document is generated, the system can automatically update the
"Acknowledgment Status" on the Gift Transaction record, ensuring the data remains accurate.
Why other options are incorrect:
* Create Summary (Option A): This button is typically used for generating internal summaries or record descriptions, not for external-facing document generation based on templates.
* FlexCard (Option B): While a FlexCard can display information visually, it is not the mechanism used to produce a downloadable or printable letter. The Generate Document button is the specific functional trigger for the DocGen engine in NPC.
NEW QUESTION # 85
A nonprofit wants to use Volunteers for Salesforce for volunteer management. Which action should a consultant take before installing the package?
Answer: B
Explanation:
Volunteers for Salesforce (V4S) is a powerful application, but it is "resource-heavy." One of its primary functions is to roll up volunteer hours from the Volunteer Hours object to the Volunteer Job, the Volunteer Shift, and the Contact record.
The Limit Consideration:
* Roll-up Summary Limits: Salesforce has a hard limit on the number of roll-up summary fields allowed per object (typically 40).
* Impact of V4S: When you install V4S, it automatically attempts to create several roll-up summary fields on the Contact and other objects. If the nonprofit has already used many custom roll-up fields for fundraising or programs, the V4S installation will fail because it will exceed the object's field limit.
* Best Practice: A consultant should always audit the current field usage on the Contact and Account objects before installing V4S to ensure there is "headroom" for the new package's fields.
Why other options are incorrect:
* Option B: V4S is independent of PMM.
* Option C: While being on a recent NPSP is good, V4S can actually run on a standard Salesforce org without NPSP entirely.
* Option D: V4S is a free, open-source package; there are no licenses to "apply" for.
NEW QUESTION # 86
A human services nonprofit needs to track client goals and action items related to those goals. The nonprofit is unsure whether Program Management Module alone will meet its requirements. The nonprofit is considering whether to implement Nonprofit Cloud Case Management. What should the consultant discuss with the nonprofit?
Answer: C
Explanation:
For a consultant, it is vital to distinguish between the Program Management Module (PMM) and Nonprofit Cloud Case Management (NCCM). While they work together, they serve different functional depths.
* PMM (Standard Service Tracking): PMM is designed for "Service Delivery." It tracks which clients are in which programs and when they received a service (e.g., "John attended the Food Bank on Tuesday"). It is excellent for high-volume, low-touch interactions.
* NCCM (Deep Clinical/Social Work): Nonprofit Cloud Case Management is designed for "high- touch" human services. It introduces a much more granular data model. Specifically, it includes custom objects like Goals and Action Items that are part of a Case Plan. These allow a caseworker to define a specific journey for a client (e.g., Goal: "Secure Employment," Action Item: "Draft Resume").
The Core Distinction:
The consultant should explain that while PMM tracks what was delivered, Case Management provides the specialized objects needed to track the client's long-term progress through Goal tracking.
* Option A: PMM does not have specialized calendar objects; it uses standard Salesforce Activities.
* Option C: This is incorrect. Case Plans and Action Items are features of Case Management, not the standard PMM.
* Option D: Case Management does not require Experience Cloud, though they are often used together for participant portals.
By highlighting the Goal and Action Item objects, the consultant helps the nonprofit understand that Case Management is the correct choice for their "care-centric" requirements.
NEW QUESTION # 87
A Nonprofit Cloud Administrator enables Automatic Person Account Mailing Address Synchronization.
Which object's related list should be added to Person Account record pages to see additional addresses?
Answer: B
Explanation:
The Nonprofit Cloud has adopted the standard Salesforce Information Model for address management. In this model, the "Mailing Address" fields on the Person Account are merely a simplified view of a more robust underlying record.
When Automatic Person Account Mailing Address Synchronization is enabled, the system looks for the Contact Point Address (CPA) record marked as Is Primary and mirrors its values onto the Account header.
Managing Multiple Addresses:
* Contact Point Address Object: This is the "source of truth" for all locations associated with a person.
* The Related List: To manage a donor who has a "Home," "Office," and "Summer House" address, the consultant must add the Contact Point Addresses related list to the Person Account page layout.
* Adding Records: From this related list, users can create new addresses, specify the Address Type, and set Seasonal Dates.
* Synchronization: If a user changes the "Primary" flag from the Home CPA record to the Office CPA record, the synchronization feature will automatically update the Account's standard mailing fields to reflect the Office information.
Why other options are incorrect:
* Location (Option A): This object is part of Field Service or Facilities Management and is used for physical sites/buildings, not for constituent mailing addresses.
* Address (Option C): While there is a generic "Address" object, NPC specifically utilizes the Contact Point Address record, which is part of the "Contact Point" family of objects (alongside Email and Phone) used for communication preferences.
NEW QUESTION # 88
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