Certified Nonprofit-Cloud-Consultant Questions & New Nonprofit-Cloud-Consultant Test Notes

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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Program and Service Delivery15%- Configure and implement program management
  • 1. Track client services and outcomes
  • 2. Manage program benefits
- Explain the data model for programs
  • 1. Service delivery and client management
  • 2. Programs, program engagements, and program cohorts
Topic 2: Analytics and Reporting15%- Configure and implement reports and dashboards
  • 1. Custom report types
  • 2. NPSP reports and dashboards
- Explain reporting and dashboard strategies
  • 1. Fundraising reports
  • 2. Program and volunteer reports
Topic 3: Marketing and Engagement12%- Design and implement engagement strategies
  • 1. Email marketing journeys
  • 2. Audience segmentation
- Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
  • 1. Engagement Studio
  • 2. Lead scoring and grading
Topic 4: Constituent Engagement8%- Explain strategies for constituent engagement
  • 1. Manage events
  • 2. Manage volunteers
- Configure and implement constituent management
  • 1. Affiliations
  • 2. Household and organizational relationships
Topic 5: Fundraising20%- Configure and implement fundraising features
  • 1. Donation rollups and soft credits
  • 2. Matching gifts
- Explain the data model and functionality for fundraising
  • 1. Understand Gift Entry and processing
  • 2. Manage Opportunities and Recurring Donations
  • 3. Manage Campaigns and Campaign Members
Topic 6: Implementation Strategies and Best Practices20%- Design and implement solutions for common nonprofit business processes
  • 1. Configure donor management
  • 2. Configure volunteer management
  • 3. Configure program and event management
- Identify the appropriate solution for a given scenario
  • 1. When to use declarative vs. custom solutions
  • 2. When to use standard objects vs. NPSP objects
Topic 7: Domain Expertise10%- Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
  • 1. Understand Account and Contact models (Individual vs. Household accounts)
  • 2. Understand relationships and affiliations
- Explain the nonprofit landscape and Salesforce solutions
  • 1. Understand basic nonprofit terminology
  • 2. Identify key use cases for Nonprofit Cloud

>> Certified Nonprofit-Cloud-Consultant Questions <<

New Nonprofit-Cloud-Consultant Test Notes & Nonprofit-Cloud-Consultant Latest Practice Materials

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q119-Q124):

NEW QUESTION # 119
A nonprofit wants to send messages to Contacts stored in NPSP based on their connections to the nonprofit's corporate funders.
Which object should be connected with Contacts in a report type to meet this requirement?

Answer: B

Explanation:
To send messages to Contacts stored in the Nonprofit Success Pack (NPSP) based on their connections to the nonprofit's corporate funders, use the Affiliations object. Here's how to set it up:
Understand Affiliations:
Affiliations in NPSP track the relationships between Contacts and Accounts. They can indicate if a Contact is associated with a corporate funder.
Set Up Affiliations:
Ensure that all Contacts have their Affiliation records properly set up, linking them to the appropriate corporate funder Accounts.
Create a Custom Report Type:
Navigate to Setup > Report Types.
Create a new custom report type with Affiliations as the primary object and Contacts as a related object.
Build the Report:
Go to the Reports tab and click "New Report."
Select the custom report type you created.
Add fields such as Contact Name, Affiliated Account Name, and any other relevant information.
Filter the report to include only those Contacts who have affiliations with corporate funders.
Send Messages:
Use the report to create a Campaign or a mailing list.
Use Salesforce or an integrated email platform to send targeted messages to the Contacts based on their corporate affiliations.
Reference:
Salesforce Nonprofit Success Pack Documentation: Detailed instructions on managing Affiliations in NPSP. NPSP Documentation.
These steps and references ensure that the nonprofit can effectively use Salesforce to meet its operational requirements while maintaining best practices and leveraging the capabilities of the Nonprofit Cloud.


NEW QUESTION # 120
A nonprofit organization wants to add any donor who gives to its Capital Fund to the Capital Campaign. Which two steps should be taken to accomplish this?

Answer: B,D

Explanation:
To automatically add donors who give to the Capital Fund to the Capital Campaign:
Enable Automatic Campaign Member Management in NPSP Settings: This feature allows automatic management of Campaign Members based on criteria defined in NPSP settings.
Populate the Primary Campaign Source Field on the Opportunity Record: By setting the Primary Campaign Source on the Opportunity record, donors can be automatically added to the associated Campaign.
These steps ensure that any donor contributing to the Capital Fund is automatically linked to the Capital Campaign, streamlining the process and ensuring accurate tracking.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Managing Campaigns in NPSP


NEW QUESTION # 121
A member of the donation processing team wants to set up different batch data input configurations for different donation types.
Which feature should the consultant recommend to make processing different donation batches consistent?

Answer: D

Explanation:
https://powerofus.force.com/s/article/NPSP-Configure-Gift-Entry
Gift Entry Templates in NPSP allow for the configuration of different batch data input settings for various types of donations. This feature ensures consistency and efficiency in processing different donation batches.
Steps:
Access the Gift Entry Templates in NPSP.
Create a new template for each type of donation batch that needs to be processed.
Configure the fields and layout for each template to match the specific data requirements of each donation type.
Save and publish the templates.
Use the templates when processing donation batches to ensure consistent data entry and processing.
Reference:
CertGod Nonprofit Cloud Consultant Guide: Recommends using Gift Entry Templates for managing different donation types and ensuring consistent data processing.
Salesforce Documentation on Gift Entry Templates: Provides detailed instructions on creating and using Gift Entry Templates in NPSP.


NEW QUESTION # 122
A nonprofit wants to send messages to Contacts stored in NPSP based on their connections to the nonprofit's corporate funders.
Which object should be connected with Contacts in a report type to meet this requirement?

Answer: B


NEW QUESTION # 123
A nonprofit organization is using Cases in Salesforce for case management with its clients. The nonprofit organization wants to relate Cases for the same client to each other. How should the consultant advise the organization?

Answer: D

Explanation:
Using Case Hierarchy is the best way to relate Cases for the same client to each other in Salesforce. This allows the organization to see the connection between various Cases and manage them effectively. Here's how to set it up:
Enable Case Hierarchy:
Ensure that the Case Hierarchy feature is enabled in your Salesforce org. This is typically enabled by default.
Create Parent and Child Cases:
When creating or editing a Case, you can specify a parent Case using the "Parent Case" lookup field.
For each new Case related to the same client, select the main Case as the parent.
View Case Hierarchy:
On the Case record page, click on "View Hierarchy" to see all related Cases in a hierarchical view.
This allows you to easily track and manage all Cases related to a specific client.
By using Case Hierarchy, you can maintain a clear structure of all Cases related to a client and ensure they are appropriately connected and managed.
Reference:
"Case Hierarchies" from Salesforce Help: Case Hierarchies
"Managing Cases in NPSP" from Salesforce.org: Case Management


NEW QUESTION # 124
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