01. The Ashgrove Community Foundation opened a funding opportunity for environmental projects with a $500,000 budget. Mid-cycle, the board asks how much of that budget is already committed, so it knows how much remains for applications still under review. Some approved grants have been partly paid, and many requests have not yet been decided.
Which figure answers the board's question?
a) The total requested on Individual Applications submitted to the opportunity
b) The total of Funding Disbursements already paid under the opportunity
c) The total of Gift Transactions designated to the environmental fund
d) The total of Funding Award amounts approved under the opportunity
02. Quarrystone Food Pantry runs a weekly grocery program on Agentforce Nonprofit. Every eligible client already has a benefit assignment for the weekly grocery box. Volunteers need to record each box handed out so the pantry can report how many boxes each client received over the year.
Which record should volunteers create each time a box is handed out?
a) A new Program Enrollment
b) Benefit Disbursement
c) Interaction Summary
d) Indicator Result for the client
03. Alder Point Recovery Center is building a care plan template for clients entering its housing stabilization track. Along with standard goals, the template must include the rent assistance and case coordination benefits the program offers, so case managers can apply it at intake and then tailor it.
What must exist before those benefits can be added to the template?
a) Benefit records for the rent assistance and case coordination benefits
b) Benefit Disbursement records for each client on the housing track
c) An action plan template holding the housing tasks
d) Program Enrollment records for every housing client
04. Riverside Trail Stewards has about 600 seasonal volunteers who should sign in to see upcoming work days, register for shifts and update their own contact details. Staff work in Agentforce Nonprofit internally, and the board wants volunteers to see nothing about donors or other volunteers.
How should the consultant provide volunteer access?
a) A shared site login handed out at volunteer orientation
b) Internal user licences with sharing rules that hide gift and donor records from volunteers
c) An Experience Cloud site with external access limited to their own records
d) Internal user licences with a read-only profile and the program management permission set
05. Underhill Housing Collaborative uses care plans whose goals are created from goal definitions, including "Secure stable housing". Leadership has defined the outcome "Families achieve housing stability" with an indicator in Outcome Management. They want the housing goals case managers work on with each family to be connected to that outcome, so impact reporting reflects case management work.
Which design should the consultant recommend?
a) A separate Outcome record created for each family once its housing goal is achieved
b) An Outcome Activity linking the outcome to the stable-housing goal definition
c) Indicator Results entered by case managers in place of the care plan housing goal
d) A Program Enrollment in a housing program for every family that has an active housing goal
06. At Haven Street Family Services, counselors and case managers record their contacts with clients as Interaction Summaries on each client's record. Case managers must keep seeing routine summaries about their clients, but summaries of therapy sessions must be visible only to the counseling staff involved.
Which approach best meets this requirement?
a) Mark each therapy summary confidential and share it only with its counselors
b) Record therapy notes as private comments on a Case linked to the client
c) Use field-level security to hide the summary text from every case manager profile
d) Create a second person account for each client to hold the therapy summaries
07. Raintree Mentoring Alliance wants to record that a youth has joined its mentoring program, including the date the youth started and whether the youth is currently active in the program.
Which record should be used?
a) Benefit Assignment
b) Program Enrollment
c) Account Contact Relationship
d) Campaign Member
08. Saltmarsh Arts Council is moving its grant program from spreadsheets into Agentforce Nonprofit Grantmaking. The spreadsheets hold each annual grant round, every artist's submission, each panelist's score sheet, the grants approved by the board and the payments scheduled for each grant.
Which two mappings should the consultant recommend?
(Choose 2 answers)
a) Map each artist's submission to a Funding Award
b) Map each scheduled payment to a Funding Award Amendment
c) Map each annual grant round to a Funding Opportunity
d) Map each panelist's score sheet to an Indicator Result
e) Map each board-approved grant to a Funding Award
09. Zephyr Ridge Emergency Shelter runs three small residential programs with a few dozen enrollments each. Intake staff decide admissions minute by minute, so each Program record must show its number of active enrollments the moment an enrollment is created, closed or deleted. The intake OmniScript reads that stored count to stop staff admitting residents beyond capacity.
Which approach should the consultant recommend to maintain the count?
a) A Data Processing Engine definition scheduled hourly to recount active enrollments per program
b) A summary report of active enrollments by program, shown on the intake team's shared dashboard
c) A FlexCard on the Program page that displays the active enrollments in real time
d) A record-triggered flow on Program Enrollment that recalculates the program's active count
10. Marigold Concert Society stores each patron's home and work addresses as contact point addresses on one person account, with the home address flagged as primary. Its year-end appeal list pulled every contact point address, so many patrons received two identical letters.
The society wants one letter per patron and wants to keep work addresses for event invitations. What should the consultant recommend?
a) Filter the appeal list to each patron's primary address
b) Merge duplicate person accounts before running the appeal list
c) Move work addresses into a free-text field on the person account
d) Delete the work addresses so each patron has only one address