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Salesforce NP-Con-101 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Solution Design and Implementation20%- Customization vs Configuration Decisions
- User Adoption and Training Planning
- Data Migration Strategies
- NPSP Best Practices
- Integration with External Systems
- Requirements Gathering
Topic 2: Analytics and Reporting15%- Success Metrics Definition
- Reports and Dashboards for Nonprofits
- Rollup Summary Fields
- Nonprofit Reporting Templates
- Custom Report Types
Topic 3: Constituent Management20%- Segmentations and Campaigns
- Relationships and Groupings
- Affiliations and Memberships
- Contact and Organization Records
- Household Management
Topic 4: Donations and Fundraising Management20%- Donation Management
- Recurring Donations (Recurring GAU)
- Payment Methods and Processing
- Grant Management
- Donations Batch Processing
- Opportunity and GAU Configuration
Topic 5: NPSP Configuration and Development25%- Contacts and Households
- Account Model Configuration
- NPSP Settings and Preferences
- Relationships Management
- Data Model Design for Nonprofits
- Affiliations Configuration

>> Exam NP-Con-101 Topic <<

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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q187-Q192):

NEW QUESTION # 187
A nationally federated nonprofit is implementing a single Salesforce org to provide shared fundraising services to its four regional affiliates. Each affiliate and the national nonprofit must see only its own donor data.
Which Salesforce feature would enable this level of record access?

Answer: D

Explanation:
To provide each affiliate and the national nonprofit the ability to see only its own donor data in a single Salesforce org, the consultant should use Criteria-based Sharing. Here's why:
Criteria-based Sharing:
This feature allows for defining sharing rules based on specific criteria, such as record ownership or certain field values.
By setting up criteria-based sharing rules, each affiliate and the national nonprofit can be restricted to viewing only the records that meet the specified criteria, such as records tagged with their specific region or affiliate identifier.
Salesforce Sharing and Visibility Guide
Salesforce Criteria-based Sharing Rules Documentation


NEW QUESTION # 188
What does a consultant need to enable and deploy before using Advanced Mapping in NPSP?

Answer: C

Explanation:
Before using Advanced Mapping in NPSP, it is necessary to enable and deploy My Domain. My Domain is a prerequisite for using several Salesforce features, including Advanced Mapping, as it allows you to customize your Salesforce org's URL, and it enhances security by creating a unique subdomain for your Salesforce org.
Steps to Enable My Domain:
Navigate to Setup:
Go to Setup -> My Domain.
Register My Domain:
Enter your preferred domain name and check its availability.
Register the domain and wait for the confirmation email.
Deploy My Domain:
After registration, deploy the domain to users and ensure it is active.
Salesforce Nonprofit Success Pack Documentation
Salesforce Help: My Domain
https://www.craftsmantech.com/2019/11/14/npsp-data-import-advanced-mapping/


NEW QUESTION # 189
A nonprofit wants to send an event cancellation notice to 150 Salesforce contacts without a separate email service provider. It wants to manage bounces, resend the notice as needed, and view the send history on the Contact record.
Which option should a consultant recommend to meet the requirements?

Answer: C

Explanation:
https://powerofus.force.com/s/article/SFDO-BP-Pardot-Basics-for-Nonprofit-and-Education The "Send List Email" feature in Salesforce is ideal for sending emails to multiple contacts directly from Salesforce without needing a separate email service provider. It also allows managing bounces, resending emails, and tracking email history on Contact records.
Send List Email Overview:
This feature enables users to send emails to a list of contacts, leads, or campaign members directly from Salesforce.
It supports email templates and provides tracking capabilities.
Steps to Use Send List Email:
Step 1: Navigate to the Contacts or Leads tab.
Step 2: Create a list view that includes the contacts you want to email.
Step 3: Select the "Send List Email" button.
Step 4: Choose an email template, compose the email, and send it.
Managing Bounces and Send History:
Bounces: Salesforce tracks email bounces, and you can view bounce details on the individual contact records.
Send History: The history of sent emails, including opens and clicks, is tracked and visible on the Contact records.
Benefits:
Integrated Solution: No need for external email service providers.
Efficiency: Quickly send emails to multiple recipients and manage communications directly within Salesforce.
Tracking: Monitor email performance and follow up as needed.
CertGod Nonprofit Cloud Consultant study guide: "Send List Email".


NEW QUESTION # 190
A nonprofit organization has a large volume of contacts, organizations, and address records. The organization wants to migrate all of its data into its NPSP org.
What are two considerations? Choose 2 answers

Answer: C,D

Explanation:
When migrating a large volume of contacts, organizations, and address records into NPSP, it is essential to consider the following:
Complexity with the Address Object:
Using the Address object to track addresses can introduce complexity, especially if multiple addresses per contact or organization need to be managed. This complexity arises from the need to ensure all address records are correctly linked and maintained.
Impact on Data Storage:
Migrating all historical address information can significantly impact system data storage. Salesforce has storage limits, and large volumes of data can quickly consume available storage. It is important to plan for data storage needs and consider archiving or summarizing historical data to manage storage usage effectively.
Steps for Migration:
Data Preparation:
Clean and standardize the data before migration to ensure consistency.
Identify and remove duplicates to avoid data redundancy.
Data Mapping:
Map the fields from the legacy system to the corresponding fields in NPSP, including custom fields if necessary.
Data Import Tools:
Use Salesforce Data Loader or the NPSP Data Importer for the migration process.
Import data in batches, starting with Accounts, followed by Contacts, and then address information.
Testing and Validation:
Test the migration in a sandbox environment to identify and resolve any issues.
Validate the imported data to ensure accuracy and completeness.
"Data Import Strategies for Nonprofits" from Salesforce Help: Data Import Strategies
"Address Management in NPSP" from Salesforce.org: Address Management


NEW QUESTION # 191
A nonprofit customer must conflict and store its clients' government-issued ID number. The consultant has set up a custom text field for the ID number. Which security solution should be used to protect this data?

Answer: A

Explanation:
To protect sensitive data like a government-issued ID number, encrypting the field and carefully managing access permissions is crucial. Here's a step-by-step guide on implementing this security solution:
Create the Custom Field:
Navigate to Setup.
In the Object Manager, select the relevant object (e.g., Contact).
Click on Fields & Relationships.
Create a new Text field for the government-issued ID number.
Enable Classic Encryption for Custom Fields:
In Setup, search for "Encryption Policy".
Enable "Encrypt Custom Fields".
Select the custom field you created for the government-issued ID and mark it for encryption.
Set Permissions:
Navigate to Setup.
Go to Profiles or Permission Sets.
Ensure only the necessary profiles/permission sets have the "View Encrypted Data" permission:
Click on the relevant Profile or Permission Set.
In System Permissions, enable "View Encrypted Data".
Assign this permission only to those users who need to interact with the government ID data.
Adjust Field-Level Security:
In the Object Manager, select the custom field for the government ID.
Click on "Set Field-Level Security".
Ensure the field is visible only to the necessary profiles.
Remove the field from page layouts for users who should not access it.
Test the Setup:
Log in as a user with access to the encrypted data to verify they can view and interact with the data.
Log in as a user without access to ensure they cannot see the encrypted field.
By following these steps, you ensure that the government-issued ID number is encrypted and only accessible to authorized personnel, thereby protecting sensitive client data effectively.
Salesforce Security Guide: Classic Encryption for Custom Fields
Salesforce Permission Sets: Managing Permissions


NEW QUESTION # 192
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