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Salesforce NP-Con-101 Exam Syllabus Topics:

SectionWeightObjectives
Nonprofit Success Pack Overview and Architecture15%- NPSP settings and configuration framework
  • 1. Global settings and customizations
  • 2. Package configuration options
- NPSP core components and data model
  • 1. Contact relationships and affiliations
  • 2. NPSP object structure and relationships
  • 3. Household and account models
Data Management and Quality15%- Duplicate management and data cleaning
  • 1. Data validation and governance
  • 2. Matching rules and deduplication
- Data import and export
  • 1. NPSP Data Import Tool vs Data Loader
  • 2. Bulk data operations
Program and Service Delivery18%- Program Management Module (PMM)
  • 1. Programs, engagements, and services
  • 2. Participant tracking and outcomes
- Case management and client services
  • 1. Service delivery tracking
  • 2. Nonprofit Cloud Case Management integration
Solution Design and Implementation20%- Deployment and change management
  • 1. Testing and deployment strategies
  • 2. Governance and maintenance best practices
- Requirements gathering and solution design
  • 1. Declarative vs custom development
  • 2. Aligning NPSP features with nonprofit needs
Fundraising and Donation Management22%- Gift management and acknowledgement
  • 1. Donation lifecycle tracking
  • 2. Receipting and acknowledgement processes
- Donation and payment processing
  • 1. Payment gateway integration
  • 2. One-time and recurring donations
  • 3. Soft credits and matching gifts
Reporting and Analytics5%- NPSP-specific reports and dashboards
  • 1. LYBUNT, SYBUNT, and giving reports
  • 2. Household and donor analytics

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Salesforce Certified Nonprofit Success Pack Consultant NP-Con-101 Prüfungsfragen mit Lösungen (Q152-Q157):

152. Frage
The admin at a nonprofit wants to delegate authority to two specific users to process gift entries.
Which three permissions should the consultant add to a permission set so the users can perform this work with only the necessary level of access?
Choose 3 answers

Antwort: B,D,E

Begründung:
To delegate authority to specific users for processing gift entries, the consultant should add the following permissions to a permission set:
Grant visibility to the Gift Entry tab:
This permission ensures that users can access the Gift Entry tab where they can process and manage gift entries.
Grant create, edit, and delete access to all required objects and fields:
Users need full CRUD (Create, Read, Update, Delete) access to objects and fields related to gift processing such as Donations, Payments, and any custom fields or objects involved in the gift entry process.
This level of access is essential for users to accurately record, update, and manage gift entries.
Grant access to BDI_BatchOverride and BDI_DataImport Visualforce pages:
These Visualforce pages are part of the Batch Data Import (BDI) functionality in NPSP, which is used for batch processing of gift entries.
Access to these pages allows users to override batch data and perform data imports necessary for processing gifts.
Salesforce documentation on Gift Entry permissions: Gift Entry Permissions


153. Frage
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?

Antwort: C

Begründung:
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.


154. Frage
A nonprofit organization uses a vendor for direct mail, and receives a monthly spreadsheet from it with donor information, donation amounts, and the solicitation campaign that the donation was in response to.
How can this information can be entered and de-duplicated against existing individuals in the Nonprofit Success Pack (NPSP)?

Antwort: D

Begründung:
To efficiently enter and de-duplicate donor information received from a vendor's monthly spreadsheet, the NPSP Data Importer is the recommended tool. This tool helps in importing data and associating individuals with Opportunities and Campaigns while handling deduplication. Here's how to do it:
Prepare the Spreadsheet:
Ensure the spreadsheet contains columns for donor information, donation amounts, and solicitation campaign details.
Access NPSP Data Importer:
Go to the App Launcher.
Search for and open "NPSP Data Importer".
Configure the Data Importer:
Map the columns in your spreadsheet to the corresponding fields in Salesforce, such as Contact, Opportunity, and Campaign fields.
Ensure the NPSP Data Importer settings are configured to check for duplicates based on criteria like email or name.
Upload the Spreadsheet:
Upload the prepared spreadsheet to the NPSP Data Importer.
Review and confirm the data mapping.
Run the Import:
Run the import process.
The Data Importer will create new records and update existing ones, associating Opportunities with Contacts and linking them to the appropriate Campaigns.
Verify and Clean Up:
Use the NPSP Contact Merge tool to handle any potential duplicates that might have been missed.
Verify that all data has been imported correctly.
"NPSP Data Importer" from Salesforce Help: NPSP Data Importer
"Managing Duplicates with NPSP" from Salesforce.org: Managing Duplicates


155. Frage
In the NPSP Data Import Template, the Account fields should contain which two types of information?
Choose 2 answers

Antwort: B,D

Begründung:
In the NPSP Data Import Template, the Account fields should contain:
Household-related data:
This data includes information pertinent to the household of the contacts, such as household name and address. Household-related data is crucial for managing and segmenting contacts within the NPSP.
Contact's employer-related data:
This data includes the employer's name and details, which helps in tracking affiliations and donations made by contacts through their employers. It is essential for managing donor relationships and corporate affiliations.


156. Frage
A consultant for a nonprofit needs to upload data that contains payments on existing opportunities in Salesforce using donation matching in the NPSP Data Importer.
After a gift is successfully matched to an existing record, which two updates may occur?
Choose 2 answers

Antwort: B,C

Begründung:
When using the NPSP Data Importer to upload data that contains payments on existing opportunities, and matching donations to existing records, the following updates may occur:
A Payment Will Be Added to the Opportunity:
When a gift is successfully matched to an existing Opportunity, a Payment record is created and associated with the Opportunity.
This reflects the new donation and updates the financial records accordingly.
The Opportunity Amount Will Include the New Payment Amount:
The total amount on the Opportunity will be updated to reflect the sum of the original amount and the new payment amount.
This ensures that the Opportunity accurately represents the total donations received.
These updates help maintain accurate and up-to-date financial records within Salesforce, reflecting all contributions accurately.
Salesforce NPSP Documentation: NPSP Data Importer
Salesforce Trailhead: Manage Donations with NPSP


157. Frage
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