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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|
| Fundraising | 20% | - Explain the data model and functionality for fundraising
- 1. Manage Opportunities and Recurring Donations
- 2. Understand Gift Entry and processing
- 3. Manage Campaigns and Campaign Members
- Configure and implement fundraising features
- 1. Donation rollups and soft credits
- 2. Matching gifts
|
| Marketing and Engagement | 12% | - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
- 1. Engagement Studio
- 2. Lead scoring and grading
- Design and implement engagement strategies
- 1. Email marketing journeys
- 2. Audience segmentation
|
| Domain Expertise | 10% | - 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. Identify key use cases for Nonprofit Cloud
- 2. Understand basic nonprofit terminology
|
| Analytics and Reporting | 15% | - Explain reporting and dashboard strategies
- 1. Fundraising reports
- 2. Program and volunteer reports
- Configure and implement reports and dashboards
- 1. Custom report types
- 2. NPSP reports and dashboards
|
| Implementation Strategies and Best Practices | 20% | - 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
- Design and implement solutions for common nonprofit business processes
- 1. Configure volunteer management
- 2. Configure program and event management
- 3. Configure donor management
|
| Program and Service Delivery | 15% | - Explain the data model for programs
- 1. Service delivery and client management
- 2. Programs, program engagements, and program cohorts
- Configure and implement program management
- 1. Track client services and outcomes
- 2. Manage program benefits
|
| Constituent Engagement | 8% | - Explain strategies for constituent engagement
- 1. Manage volunteers
- 2. Manage events
- Configure and implement constituent management
- 1. Affiliations
- 2. Household and organizational relationships
|
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免費下載Nonprofit-Cloud-Consultant PDF |第一次嘗試輕鬆學習並通過考試並且有效的Salesforce Salesforce Certified Nonprofit Cloud Consultant Exam
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最新的 Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant 免費考試真題 (Q78-Q83):
問題 #78
A consultant has installed NPSP and is setting up Relationships using List Settings. The nonprofit wants the reciprocal relationship to be selected automatically based on gender.
On which object should the consultant create the custom "Gender" field?
- A. Account
- B. Relationship
- C. Contact
- D. Affiliation
答案:B
解題說明:
Explanation
https://powerofus.force.com/s/article/NPSP-Manage-Relationships-Settings
問題 #79
A nonprofit is implementing Accounting Subledger and wants to know how the data from Salesforce would be transferred to its accounting system.
Which three methods are possible?
Choose 3 answers
- A. Develop a custom integration solution.
- B. Integrate Salesforce with the accounting system using middleware.
- C. Configure Salesforce Connect to integrate with the accounting system.
- D. Export data via Salesforce reports to upload to the accounting system.
- E. Schedule a Data Export from Salesforce.
答案:A,B,D
解題說明:
To transfer data from Salesforce to an accounting system using Accounting Subledger, nonprofits can use several methods. Here are three possible methods:
* Integrate Salesforce with the Accounting System Using Middleware:
* Middleware can act as a bridge between Salesforce and the accounting system, facilitating data transfer.
* Tools like MuleSoft, Jitterbit, or Dell Boomi can be used to create integrations that sync data between Salesforce and the accounting system.
* This method ensures real-time or near-real-time data synchronization, reducing manual data handling.
* Export Data via Salesforce Reports to Upload to the Accounting System:
* Salesforce allows the creation of detailed reports which can be exported in various formats (e.g., CSV, Excel).
* These reports can be manually uploaded to the accounting system.
* This method is suitable for organizations with fewer transactions or where real-time integration is not critical.
* Develop a Custom Integration Solution:
* For organizations with specific needs that are not met by standard middleware solutions, a custom integration can be developed.
* This involves using Salesforce APIs (REST or SOAP) to programmatically extract data from Salesforce and load it into the accounting system.
* Custom integrations provide flexibility but require more technical expertise and maintenance.
Salesforce Integration Patterns and Best Practices: Salesforce Integration Guide.
Salesforce Reporting and Exporting: Salesforce Reporting.
問題 #80
A nonprofit organization wants to automate some of its routine activities.
Which declarative Salesforce solution is designed for process automation?
- A. NPSP TDTM
- B. Pardot
- C. Einstein
- D. Lightning Flow
答案:D
問題 #81
A nonprofit stores a government-issued personal identification number on each constituent's Contact record in an encrypted field.
What should a consultant enable on a Permission Set to ensure the personal identification number is fully accessible by a subset of org users?
- A. View All Contact object permission
- B. Manage Encryption Keys system permission
- C. View All Data system permission
- D. View Encrypted Data system permission
答案:D
解題說明:
To ensure a subset of org users can fully access the government-issued personal identification number stored in an encrypted field on Contact records, the consultant should enable the "View Encrypted Data" system permission on a Permission Set:
View Encrypted Data System Permission:
This permission allows users to view the full unmasked value of encrypted fields.
It is necessary for users who need to access sensitive data stored in encrypted fields.
Steps to Enable the Permission:
Create or update a Permission Set in Salesforce.
Enable the "View Encrypted Data" permission in the System Permissions section of the Permission Set.
Assign the Permission Set to the appropriate subset of users who require access to the encrypted data.
Security Considerations:
Ensure that only trusted and authorized users are granted this permission due to the sensitive nature of the data.
Regularly review and audit Permission Set assignments to maintain security and compliance.
By enabling the "View Encrypted Data" permission, the nonprofit ensures that authorized users can access sensitive data as needed for their roles.
Reference:
Salesforce Help: View Encrypted Data Permission
Salesforce Security Documentation
問題 #82
A nonprofit offers courses that grant teachers credit toward maintaining their teaching certification. Teachers can enroll in an annual cohort to complete the course modules together. The nonprofit needs to track the courses each teacher completes and the credits awarded to them. Which solution should a consultant recommend?
- A. Self-Service Portal
- B. Engagement Plans
- C. Program Management Module
- D. Service Cloud
答案:C
解題說明:
The Program Management Module (PMM) is the standard industry solution for tracking the delivery of mission-centric services. In this scenario, the "Courses" are the services, and the "Teachers" are the participants.
Mapping the Requirement to PMM Objects:
* The Course (Program/Service): Each certification course is modeled as a Program. Individual modules or sessions within that course are modeled as Services.
* Annual Cohorts (Program Cohort): PMM has a standard Program Cohort object. This is perfectly suited for tracking a group of teachers who start and move through the certification modules together on an annual basis.
* Tracking Completion (Service Delivery): When a teacher completes a module, a Service Delivery record is created. The consultant can add a custom field to the Service Delivery object to track the
"Credits Awarded" for that specific session.
* Teacher Enrollment (Program Engagement): The teacher's overall progress toward their certification is tracked via the Program Engagement record, which rolls up the total number of credits earned from the related Service Deliveries.
While a Self-Service Portal (Option D) might be the interface the teachers use, and Service Cloud (Option B) provides the base infrastructure, the Program Management Module provides the specific data model (Programs, Cohorts, and Deliveries) required to track credits and educational progress out-of-the-box.
問題 #83
......
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