Nonprofit-Cloud-Consultant Premium Exam Questions

Tracking the "Grant Seeking" process in NPSP requires a specific mapping of business requirements to the NPSP data model. Unlike "outbound" grantmaking, "inbound" grant seeking uses the Opportunity object as the primary record for each grant proposal.

Mapping the Lifecycle:

Applications & Reporting Deadlines (Deliverables): In NPSP, the Deliverable object is specifically designed to track milestones associated with a grant Opportunity. An "Application Submission" is a deliverable (the first milestone), and "Mid-Year Report" or "Final Report" are subsequent deliverables with specific due dates. This allows the development director to see a calendar of all upcoming grant requirements.

Payments (Opportunities with Payments): While the Opportunity tracks the total amount awarded, the Payment object in NPSP tracks the actual cash coming in. Since grants are often paid in multiple installments (multi-year grants), using the related Payments list is the standard way to reconcile the total award against what has actually been deposited in the bank.

Actions (Activities): Standard Salesforce Activities (Tasks and Events) are used to track the day-to-day engagement steps, such as "Draft Narrative," "Call Program Officer," or "Review Budget." These are the "internal" actions assigned to staff members.

Why other options are incorrect:

Option A: Recurring Donations are for open-ended, sustaining gifts (like monthly donors), not for specific fixed-amount grant awards with a set payment schedule.

Option C: Using Activities for reporting deadlines is a poor practice because activities are easily deleted or closed without the formal tracking and field-level detail (like "Grantee Requirements") that the Deliverable object provides.

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.