50 Nonprofit Cloud Consultant (NPC) Practice Questions: Question Bank 2025

A nonprofit is implementing Nonprofit Cloud and wants staff to capture a supporter’s preferred communication channel (Email, Phone, SMS) and consent status in a way that can be reused across fundraising and program teams. What is the recommended approach?

A development team wants to credit a single donation to multiple funding areas (e.g., 60% to General Fund, 40% to Youth Programs) while keeping one payment transaction for receipting and reconciliation. Which configuration best supports this requirement?

A nonprofit wants to ensure consistent data entry for program participants by requiring staff to select values from a controlled list (e.g., Intake Source) and to prevent free-text variations. What should the consultant recommend?

A nonprofit integrates an external donation form with Salesforce. They need to prevent creating duplicate Contacts when donors submit the form. What is the best practice to help match and update existing records?

A nonprofit wants to automatically create a follow-up task for a gift officer when a major donor makes an online donation over a threshold. The follow-up should be assigned based on the donor’s portfolio owner. What solution is most appropriate?

A nonprofit tracks households and wants to roll up total giving from all household members to the household record for reporting and segmentation. What is the recommended approach?

A nonprofit has both fundraising and program delivery teams. They want program staff to see participant case details but not financial giving history, while development staff should see giving history but not sensitive case notes. What should the consultant recommend?

A nonprofit wants to measure volunteer engagement by tracking shifts, hours served, and the impact on program outcomes. They also want to report hours by campaign (e.g., an annual day of service). Which data approach best supports this reporting need?

A nonprofit plans to integrate an external grants management system with Salesforce. The external system is the system of record for grant applications, but Salesforce will be the system of engagement for relationship tracking and reporting. What integration pattern best supports data integrity and troubleshooting?

A nonprofit has inconsistent donor data from multiple sources (events, web forms, imports). Leadership wants a single, trusted view of constituents for segmentation and analytics, including standardized addresses and reduced duplicates. Which solution approach is most appropriate?

A nonprofit wants each donor’s preferred communication channel (Email, Phone, Mail, SMS) captured once and consistently used across fundraising and program outreach. Users currently store this in free-text notes, causing inconsistent reporting. What is the best solution?

Development staff need to attribute donations to the correct year-end appeal without manual updates. They will send a single email appeal to a segmented list and want donations to be associated for ROI reporting. Which approach best supports this in Nonprofit Cloud?

A nonprofit needs to restrict who can view major donor gift amounts while still allowing program staff to see the donor’s basic contact information. What is the recommended security approach?

A nonprofit imports a CSV of donations weekly. After import, staff notice duplicate donors because some rows use nicknames ("Liz") while others use legal names ("Elizabeth") and email is sometimes missing. What is the best way to reduce duplicates during import?

A nonprofit wants to measure a donor’s lifetime giving and last gift date on the donor record for quick access and list segmentation. Gifts are stored as donation/opportunity records. What is the most scalable solution?

A nonprofit wants to ensure event attendees can register online, and the registration data should create or update constituents and record their attendance for post-event follow-up. Which integration pattern is most appropriate?

A nonprofit uses Household accounts to group family members. Staff report that when they merge duplicate Contacts, some Contacts end up related to the wrong Household or lose important relationships. What is the best practice to reduce this risk?

A nonprofit receives grants and needs to track the full lifecycle: application, review, award, disbursements, and reporting requirements. They also want dashboards on pipeline and compliance deadlines. What design best aligns with Salesforce configuration best practices?

A nonprofit integrates a donation platform that sends updates for the same transaction multiple times (e.g., initial pledge, later captured payment, refund). They need Salesforce to update the existing donation record rather than creating duplicates. What is the best integration design choice?

A nonprofit wants a single analytics view showing fundraising revenue, campaign engagement, and program outcomes. Data is spread across multiple objects and includes personally identifiable information (PII). They need to share dashboards with external board members who should not see PII. What is the most appropriate approach?

A nonprofit is implementing Nonprofit Cloud and wants staff to quickly see the most relevant information when viewing a constituent record: contact details, engagement history, and fundraising metrics. What is the best practice to achieve this with minimal custom development?

A development officer needs to record a donor's one-time contribution received by check, including the date received and the designation (restricted fund). Which approach best aligns with Nonprofit Cloud fundraising data practices?

A nonprofit wants to limit who can view major donor giving information while still allowing program staff to view basic contact details. Which configuration best supports this requirement?

A nonprofit imports event attendees from an external ticketing system every night. They need to avoid creating duplicate Contacts and should link attendees to the correct Account/Household when possible. What is the best approach?

A nonprofit wants to measure donor retention year-over-year and segment results by campaign and by donor type (individual vs. organization). Which solution is most appropriate for building this analysis in Salesforce with flexibility?

A nonprofit uses Nonprofit Cloud and wants to ensure that when a donor changes their email preference (opt-in/opt-out), the preference is respected across email campaigns and downstream integrations. What is the recommended design approach?

A nonprofit wants to automate acknowledgment letters so that they are sent only when a gift is posted/committed and the donor has a valid mailing address. What is the best practice automation approach?

A nonprofit must integrate Salesforce with a finance system to post gifts nightly. The finance system requires a unique immutable identifier per gift and needs to handle adjustments (refunds/voids) without changing the original identifier. What design best meets this requirement?

A nonprofit wants to model a complex relationship where a foundation (Account) funds multiple programs, but individual program managers need to see only grants relevant to their program. Additionally, the foundation’s board members (Contacts) should be related to the foundation with roles. What configuration best supports this with scalable sharing?

After launching a new gift entry process, users report that donation totals on dashboards are inconsistent with finance. Investigation shows some gifts are being entered in multiple currencies and exchange rates differ by date. What is the most appropriate remediation and prevention strategy?

A nonprofit wants program managers to capture standardized service delivery outcomes after each client interaction (e.g., “Housing Secured,” “Job Interview,” “Benefits Approved”). They also want consistent reporting across programs. What is the best approach in Nonprofit Cloud?

A development team needs to accept donations on an Experience Cloud site and automatically create a gift record and payment when the donor submits the form. They want the simplest approach with the least custom code. Which solution is recommended?

A nonprofit wants to track that a single check should be applied across multiple gifts (e.g., one check covers a gala ticket purchase and an additional donation). What configuration best supports this requirement?

A nonprofit imports donations from an external event platform. They notice many duplicate donor records because the platform sends slightly different name formats and emails sometimes change. What is the best first step to reduce duplicates going forward?

A nonprofit wants to provide dashboards to program staff but ensure staff can only see data for their own program site and not organization-wide results. What is the recommended approach?

A nonprofit integrates a legacy finance system with Nonprofit Cloud. The finance system is the system of record for payments and sends nightly updates. What integration pattern is most appropriate to keep Salesforce in sync without creating duplicates?

A nonprofit wants to encourage recurring giving. They need to automatically send an email receipt after each successful installment and also notify staff when a payment fails. What should the consultant recommend?

A nonprofit uses multiple channels (web, call center, events) and needs to report on donor engagement across all touchpoints. The consultant must recommend a data model approach that supports consistent reporting and avoids siloed records. What is the best recommendation?

A nonprofit needs to integrate with a grants portal that sends application updates in near real time. Updates can arrive out of order, and the portal may resend the same update multiple times. What design best ensures data integrity in Salesforce?

A nonprofit plans to implement both fundraising and program delivery in Nonprofit Cloud. They must ensure reporting can answer: “How much unrestricted funding is available after paying for restricted program costs?” Data comes from gifts, allocations, and program expenses recorded in an external accounting system. What is the best high-level solution design?

A nonprofit wants program staff to record service deliveries on mobile devices in areas with intermittent connectivity. Records must sync to Salesforce when connectivity returns, and staff should not see fundraising data. What is the recommended approach?

A nonprofit needs to import donations from a legacy system. The legacy exports include a stable external identifier for each donor and each gift. The nonprofit wants imports to be repeatable without creating duplicates. What should the consultant recommend?

Development users report they cannot see the Nonprofit Cloud Fundraising app and related tabs, while admins can. Profiles already include Salesforce standard object permissions. What is the most likely missing configuration?

A nonprofit runs peer-to-peer fundraising and wants to attribute donations to both the fundraiser and the campaign, while also tracking the household relationship between donor and fundraiser for stewardship. Which design best supports reporting and attribution?

A nonprofit wants a dashboard showing donor retention: donors who gave in the prior fiscal year and also gave in the current fiscal year. The data model includes donation records with Close Date and Amount. What is the best way to support this analysis?

A nonprofit integrates an external email marketing system. They want to ensure constituents who opt out in the email system are also marked as opted out in Salesforce, and vice versa. What integration pattern is most appropriate?

A nonprofit has multiple programs and wants to prevent staff from accidentally associating a client’s case with the wrong program. Program eligibility is determined by the client’s county and age. What is the best configuration approach?

A consultant notices that after a data load, many donation records are related to the wrong Contact because multiple Contacts share the same email address. The import used email to match Contacts. What should the consultant recommend to prevent this in future loads?

A nonprofit wants to allow community partners to refer clients through an online form and later collaborate on service plans. Partners should only access records for clients they referred and must not see internal notes. What is the best solution design?

A nonprofit wants to acknowledge all donations over a certain amount with a personalized letter, but exclude donations that were refunded or reversed. Which approach is recommended?