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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|
| Implementation Strategies and Best Practices | 20% | - 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 standard objects vs. NPSP objects
- 2. When to use declarative vs. custom solutions
|
| Analytics and Reporting | 15% | - Explain reporting and dashboard strategies
- 1. Program and volunteer reports
- 2. Fundraising reports
- Configure and implement reports and dashboards
- 1. Custom report types
- 2. NPSP reports and dashboards
|
| Constituent Engagement | 8% | - Explain strategies for constituent engagement
- 1. Manage events
- 2. Manage volunteers
- Configure and implement constituent management
- 1. Household and organizational relationships
- 2. Affiliations
|
| Program and Service Delivery | 15% | - 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
|
| Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
- 1. Lead scoring and grading
- 2. Engagement Studio
- Design and implement engagement strategies
- 1. Audience segmentation
- 2. Email marketing journeys
|
| Fundraising | 20% | - 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
|
| Domain Expertise | 10% | - Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
- 1. Understand relationships and affiliations
- 2. Understand Account and Contact models (Individual vs. Household accounts)
- Explain the nonprofit landscape and Salesforce solutions
- 1. Understand basic nonprofit terminology
- 2. Identify key use cases for Nonprofit Cloud
|
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Salesforce Certified Nonprofit Cloud Consultant Exam Nonprofit-Cloud-Consultant Prüfungsfragen mit Lösungen (Q95-Q100):
95. Frage
A nonprofit organization is implementing Nonprofit Cloud. An Administrator needs to set up individual gift acknowledgements by using native Nonprofit Cloud features.
Which steps should the Administrator include in the process?
- A. Set up Document Generation, upload acknowledgement templates, and configure Page Layouts.
- B. Enable Document Generation, upload acknowledgement templates, and set up Outreach Summary rollups.
- C. Install the Document Generation managed package, set up Donor Matching, and configure Page Layouts.
Antwort: A
96. Frage
The requirements for a Salesforce implementation have been gathered, but there are teams with competing priorities and the overall project goals are undefined.
What are two reasons a project team must define goals?
Choose 2 answers
- A. Goals provide a way to measure and prove results.
- B. Goals define a clear purpose for the project.
- C. Goals guarantee executive engagement.
- D. Goals catalog all of the teams' pain points.
Antwort: A,B
97. Frage
A nonprofit organization uses Nonprofit Cloud. Donors are assigned to different portfolios based on specific criteria, such as giving history, geographic area, and engagement history. Each portfolio is assigned to a Major Gift Officer.
The Major Gift Officers want a single view of all the donors in the portfolios from which they can access records and perform actions.
Which Nonprofit Cloud feature should be used?
- A. Actionable Lists
- B. Donor Gift Summaries
- C. Donor Profiles
Antwort: A
98. Frage
A nonprofit created a custom Opportunity Name for all In-kind gifts.
Which two considerations should the consultant discuss with the nonprofit?
Choose 2 answers
- A. The nonprofit should change existing Opportunities to the new naming convention through an upsert.
- B. The Opportunity Name Format will only be applied to new Opportunities of the matching record type,
- C. Click the Refresh Name button on one Opportunity record to update all relevant Opportunities.
- D. The nonprofit should change existing Opportunities to the new naming convention by running the Refresh All Opportunity Names utility.
Antwort: B,D
Begründung:
When a nonprofit creates a custom Opportunity Name for all in-kind gifts, it is important to understand how this change impacts existing and new Opportunity records. The Refresh All Opportunity Names utility can be used to update the names of existing Opportunities to match the new naming convention. Additionally, the custom Opportunity Name Format will only apply to new Opportunities that match the specified record type.
Steps:
* Update the Opportunity Name Format settings to reflect the new naming convention for in-kind gifts.
* Use the Refresh All Opportunity Names utility to apply the new naming convention to existing Opportunities. This ensures consistency across all records.
* Inform users that the new naming convention will only be automatically applied to new Opportunities created with the matching record type going forward.
* Monitor the changes and verify that the updated names meet the nonprofit's requirements.
References:
CertGod Nonprofit Cloud Consultant Guide: Provides guidance on updating Opportunity names and using utilities for bulk updates.
Salesforce Documentation on Opportunity Name Formats: Details the steps for configuring and applying custom naming conventions.
99. Frage
The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year. There is a custom checkbox field on the Contact record to indicate board members.
How should the consultant create this report?
- A. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Include the Total Gifts this Year and Soft Credits this Year fields.
- B. Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE. Summarize the Total Gifts this Year and Soft Credits this Year fields.
- C. Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRUE. Group results by the Total Gifts this Year and Soft Credits this Year fields.
- D. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.
Antwort: B
Begründung:
To create a report showing how much each board member has raised, you should:
Use the Opportunities report type: This allows you to capture all gift data.
Add a cross filter for Contacts with Board Member = TRUE: This filters the report to include only those contacts who are board members.
Summarize the Total Gifts this Year and Soft Credits this Year fields: This provides the total amounts for direct gifts and influenced gifts.
This method ensures that both direct contributions and soft credits (gifts influenced by board members) are included in the report.
Reference:
Salesforce Help: Creating and Customizing Reports
Salesforce Trailhead: Reporting for Nonprofits
100. Frage
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