Salesforce Nonprofit-Cloud-Consultant Exam With Confidence Using Practice Dumps

In NPSP, aggregating data from child Opportunity records to the parent Contact or Account record is handled by the Rollup engine. While there are several ways to do this in Salesforce, Customizable Rollups are the standard NPSP tool for this requirement.

Why Customizable Rollups (C) are the best fit:

Cross-Object Support: Standard Roll-up Summary fields (Option B) only work if there is a Master-Detail relationship. Because the relationship between Opportunities and Contacts in NPSP is technically a Lookup relationship (managed through Opportunity Contact Roles), standard roll-ups cannot be used.

Logic and Filtering: Customizable Rollups allow the consultant to define specific "Filter Groups." For example, you can set the rollup to only look at "Closed/Won" donations and ignore "In-Kind" gifts.

Operation Types: To get the "most recent" date, the consultant sets the rollup operation to MAX. The system will look at all qualifying Opportunities, find the one with the latest (highest) date, and write that date to the target field on the Contact.

Automation: Every time a new Opportunity is added or updated, NPSP's nightly batch (or real-time triggers) will re-calculate the value. If a new gift arrives with a more recent date, the old value on the Contact will be overwritten automatically.

Formula fields (Option A) cannot be used because they can only pull data up from a parent to a child, not aggregate multiple child records into a single parent field.

The Household Mailing List button in NPSP is a specialized feature that triggers a specific report template to deduplicate contacts by household. When a user receives an "unavailable" error for a report that works for an Admin, it is almost always a folder or report-level permission issue.

Troubleshooting the Permission:

Report Storage: NPSP stores its standard report templates (including the one used by the mailing list button) in a specific folder, usually titled NPSP Campaign Reports or NPSP Household Reports.

Folder Sharing: If this folder is a "Public" folder but the user's profile does not have the View Reports in Public Folders system permission, the user will be unable to see or run the report that the button is trying to call.

The Error Message: The "data is unavailable" error is the standard Salesforce response when a user tries to access a report ID that resides in a folder they do not have the rights to see.

The Fix: The consultant should check the user's Profile or Permission Set to ensure "View Reports in Public Folders" is checked, or ensure the specific folder is shared with the user's Role or Public Group.

Why other options are incorrect:

Apex Access (Option D): While "Manage Households" is a feature, the mailing list button specifically calls a Report, not a custom Visualforce or Apex interface that requires specific class security.

Campaign ID Filter (Option C): If the filter were locked, the report would still run; it would just show the wrong data or an error within the report, rather than a "data unavailable" message.