Nonprofit Cloud Consultant Changed Nonprofit-Cloud-Consultant Questions

When performing complex integrations or troubleshooting why a field is missing in an older sandbox, a consultant needs a reliable reference for the NPSP metadata.

The NPSP Data Dictionary:

Historical Reference: The NPSP Data Dictionary is an official Salesforce resource (usually provided as a spreadsheet or a dedicated help article). It lists every object and field included in the managed package.

Version Tracking: Crucially, the Data Dictionary includes a column for "Introduced In" or "Package Version." This tells the consultant exactly which release of NPSP (e.g., 3.154) first included that specific field.

Object Mapping: It also provides the API names, descriptions, and help text for all NPSP-specific fields, making it the primary "source of truth" for mapping projects.

Why other options are incorrect:

Custom Field Definition (Option C): In the Salesforce Setup menu, the field detail page will show the "Installed Package" (Nonprofit Success Pack), but it does not tell you which version of that package introduced the field.

NPSP Package Details (Option A): This shows you the current version installed in the org, but not the historical release version for individual fields.

Schema Builder (Option D): This is a visual tool for seeing relationships between objects; it contains no versioning or historical metadata.

The NPSP Data Import Template is a "flat file" structure designed to populate multiple objects in the NPSP data model simultaneously. Because NPSP uses a "Household-centric" model but also supports corporate and foundation giving, the Account fields in the template serve a dual purpose depending on the record being imported.

Business-related data (A): If the nonprofit is importing donations from a corporation, foundation, or local business, the "Account" fields in the template (such as Account Name, Account Phone, etc.) are used to create or match an Organization Account. This allows the consultant to track the entity's history and give them "Hard Credit" for their donations.

Household-related data (B): If the nonprofit is importing individual donors, the Account fields are used to define the Household Account. For example, if the template specifies "The Smith Household" in an Account field, NPSP logic will use that data to name the household record it creates for the associated contacts.

Address Logic (C): While addresses are part of an account, in the NPSP Data Importer, address data is typically handled by specific Address fields that NPSP then intelligently routes to the Household or the Contact record.

Employer Logic (D): Tracking an employer is usually handled via Affiliations. While the employer is an Account, the template has specific "Home" vs. "Work" logic to handle these relationships separately from the primary account being created.

In summary, the Account columns in the CSV template are the landing spot for any data related to the "Institutional" or "Household" entity that owns the donation or contains the contact.

Nonprofit Cloud Case Management (NCCM) is a managed package that extends the capabilities of Salesforce for human services. Like many high-end Salesforce industry solutions, it has specific technical and legal prerequisites that must be met before the installation can succeed.

Prerequisite 1: Provisioned Licenses (A):

NCCM is not a free, open-source tool like NPSP. It is a paid product that requires specific Permission Set Licenses (PSLs) to be provisioned in the org. A consultant must verify that the organization has purchased the necessary licenses through their Salesforce Account Executive. Without these licenses appearing in the "Company Information" section of Setup, the managed package will not function, and users will not be able to access the custom Case Management objects like Goals, Action Items, or Case Plans.

Prerequisite 2: My Domain (C):

NCCM relies heavily on modern Lightning components and OmniStudio features to power its interactive interfaces (such as the Case Plan Wizard). Salesforce requires My Domain to be enabled and deployed in any org that uses custom Lightning components. My Domain adds a unique prefix to the Salesforce URL (e.g., which is necessary for the secure rendering of these components.

Why other options are incorrect:

Volunteers for Salesforce (Option B): This is a completely separate application for managing volunteer shifts and is not required for Case Management to function.

Install NPSP (Option D): While NCCM is often used alongside NPSP, the modern Nonprofit Cloud Case Management package can technically run on a standard Salesforce platform without NPSP, provided the necessary licenses are in place.