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| Section | Weight | Objectives |
|---|---|---|
| Analytics and Reporting | 15% | - Rollup Summary Fields - Nonprofit Reporting Templates - Reports and Dashboards for Nonprofits - Custom Report Types - Success Metrics Definition |
| Constituent Management | 20% | - Segmentations and Campaigns - Affiliations and Memberships - Relationships and Groupings - Contact and Organization Records - Household Management |
| NPSP Configuration and Development | 25% | - NPSP Settings and Preferences - Relationships Management - Account Model Configuration - Affiliations Configuration - Contacts and Households - Data Model Design for Nonprofits |
| Solution Design and Implementation | 20% | - User Adoption and Training Planning - Integration with External Systems - Requirements Gathering - Data Migration Strategies - NPSP Best Practices - Customization vs Configuration Decisions |
| Donations and Fundraising Management | 20% | - Opportunity and GAU Configuration - Grant Management - Payment Methods and Processing - Recurring Donations (Recurring GAU) - Donations Batch Processing - Donation Management |
>> New NP-Con-101 Exam Objectives <<
The Salesforce NP-Con-101 Certification is a valuable certificate that is designed to advance the professional career. With the Salesforce Certified Nonprofit Success Pack Consultant (NP-Con-101) certification exam seasonal professionals and beginners get an opportunity to demonstrate their expertise. The Salesforce Certified Nonprofit Success Pack Consultant certification exam recognizes successful candidates in the market and provides solid proof of their expertise.
NEW QUESTION # 265
A nonprofit on Unlimited Edition uses direct mail extensively as a fundraising channel. The nonprofit wants to automate the search for duplicate contact records.
What should the consultant recommend implementing?
Answer: A
Explanation:
For a nonprofit using direct mail extensively and needing to automate the search for duplicate contact records, the consultant should recommend implementing Duplicate Jobs. Here's why:
Duplicate Jobs:
Duplicate Jobs allow organizations to run deduplication processes on a schedule, ensuring that the data remains clean and free from duplicates.
This feature can be configured to find and merge duplicate contacts based on predefined matching rules.
It helps maintain data quality by regularly identifying and managing duplicate records, which is essential for effective direct mail campaigns.
Salesforce Duplicate Management Documentation
Salesforce Nonprofit Success Pack Duplicate Management Guide
NEW QUESTION # 266
A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments.
What should the consultant do to correctly match the Payments to the Opportunities?
Answer: C
Explanation:
When migrating historic donation records into a nonprofit's Salesforce org where many of these donations were paid in multiple installments, it is important to ensure that the Payments are correctly matched to the Opportunities. The correct approach involves using the "Do Not Automatically Create Payment" field:
Check the Do Not Automatically Create Payment Field:
When importing historic donations, check the "Do Not Automatically Create Payment" field on the Opportunities.
This prevents Salesforce from automatically creating Payments for these Opportunities, which allows you to manually enter the correct Payments that match the historic installment records.
Manually Create Payments:
After importing the Opportunities with the "Do Not Automatically Create Payment" field checked, manually create Payment records that correspond to each installment.
Ensure each Payment is correctly associated with the corresponding Opportunity.
Validation:
Validate the imported data to ensure all Payments are correctly matched with the Opportunities.
This method ensures that the historic donation records with multiple installments are accurately represented in Salesforce.
Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Payments and Opportunities.
Salesforce Help: Data Import Guidelines.
NEW QUESTION # 267
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?
Answer: A
Explanation:
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.
Salesforce Help: Creating and Customizing Reports
Salesforce Trailhead: Reporting for Nonprofits
NEW QUESTION # 268
A nonprofit uses Salesforce for fundraising and now wants to provide support for clients through a real-time chat interface with a staff member.
What should the consultant recommended?
Answer: A
Explanation:
To provide support for clients through a real-time chat interface with a staff member, a consultant should recommend Digital Engagement.
Digital Engagement:
Salesforce Digital Engagement allows nonprofits to connect with their clients in real-time through various digital channels, including chat, messaging apps, and social media.
It integrates with Service Cloud to provide a seamless experience for both clients and support staff, enabling real-time interactions and efficient case management.
Benefits of Digital Engagement:
Provides a unified platform for managing multiple communication channels.
Enhances client experience by offering immediate support through live chat.
Facilitates better tracking and resolution of client issues with integrated case management.
NEW QUESTION # 269
A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model. What action should the consultant take?
Answer: C
Explanation:
After migrating to a Nonprofit Success Pack (NPSP) Salesforce org, it's essential to ensure that all migrated Accounts are consistent with the chosen account model. The Data Quality Analysis Dashboard is a vital tool for this purpose.
Data Quality Analysis Dashboard:
This dashboard provides comprehensive insights into data quality across the org.
It helps identify inconsistencies, missing data, and discrepancies in Account records.
Steps to Ensure Consistency:
Run the Data Quality Analysis Dashboard:
Navigate to NPSP Settings and select the Data Quality Analysis Dashboard.
Review the results to identify any Accounts that do not conform to the expected account model.
Address Identified Issues:
Correct any identified discrepancies by updating the Account records to align with the chosen model (e.g., Household Account Model).
Regular Monitoring:
Schedule regular runs of the Data Quality Analysis Dashboard to maintain data integrity over time.
Benefits of Consistency:
Ensures accurate reporting and analytics.
Improves data integrity and usability across the organization.
Facilitates better donor and constituent management.
Complementary Tools:
While the Data Quality Analysis Dashboard is primary, tools like the NPSP Health Check Tool and Salesforce Optimizer can provide additional insights into overall org health and performance.
CertGod Nonprofit Cloud Consultant study guide: "Run the Data Quality Analysis Dashboard".
NEW QUESTION # 270
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