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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. Household and account models
  • 2. Contact relationships and affiliations
  • 3. NPSP object structure and relationships
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. Aligning NPSP features with nonprofit needs
  • 2. Declarative vs custom development
Fundraising and Donation Management22%- Donation and payment processing
  • 1. Payment gateway integration
  • 2. Soft credits and matching gifts
  • 3. One-time and recurring donations
- Gift management and acknowledgement
  • 1. Receipting and acknowledgement processes
  • 2. Donation lifecycle tracking
Program and Service Delivery18%- Case management and client services
  • 1. Service delivery tracking
  • 2. Nonprofit Cloud Case Management integration
- Program Management Module (PMM)
  • 1. Programs, engagements, and services
  • 2. Participant tracking and outcomes
Data Management and Quality15%- Data import and export
  • 1. NPSP Data Import Tool vs Data Loader
  • 2. Bulk data operations
- Duplicate management and data cleaning
  • 1. Matching rules and deduplication
  • 2. Data validation and governance
Reporting and Analytics5%- NPSP-specific reports and dashboards
  • 1. Household and donor analytics
  • 2. LYBUNT, SYBUNT, and giving reports

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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q167-Q172):

NEW QUESTION # 167
Salesforce recommends using V2MOM with customers in the requirements-gathering phase of a project. What is the desired outcome?

Answer: B

Explanation:
Salesforce recommends using V2MOM (Vision, Values, Methods, Obstacles, and Measures) with customers in the requirements-gathering phase of a project to achieve organizational alignment. Here's how V2MOM helps:
Vision:
Define what you want to achieve. This provides a clear direction for the project.
Values:
Identify what is important about the vision and why it matters. This aligns the project goals with the organization's core values.
Methods:
Outline the steps to achieve the vision. This ensures everyone understands the approach and processes to be followed.
Obstacles:
Recognize potential challenges and how to address them. This prepares the team to handle issues proactively.
Measures:
Determine how success will be measured. This provides clear criteria for evaluating progress and outcomes.
Using V2MOM ensures that all stakeholders are aligned with the project's goals, values, methods, challenges, and success metrics, fostering a unified approach to project execution.
Salesforce V2MOM Framework: Marc Benioff's V2MOM
Salesforce Trailhead: Define Your Vision with V2MOM


NEW QUESTION # 168
The development director wants all users to only see Engagement Plans on Opportunity records for donations with an Amount greater than 10,000.
How should this be accomplished?

Answer: C

Explanation:
To ensure that users only see Engagement Plans on Opportunity records for donations with an Amount greater than 10,000, the consultant should use component visibility filters in Lightning. Here's the step-by-step process:
Add the Related List - Single Lightning Component:
On the Opportunity Lightning page, add the "Related List - Single" component and set it to display the Engagement Plans related list.
Component Visibility Filter:
Configure a visibility filter on the Related List component. Set the filter condition to check if the Opportunity Amount field is greater than 10,000.
This ensures that the Engagement Plans related list only appears on Opportunities where the amount exceeds the specified threshold.
Salesforce Lightning App Builder Documentation
Salesforce Component Visibility Filters Guide
These solutions provide detailed steps and references to effectively configure and troubleshoot Salesforce Nonprofit Cloud settings and features.


NEW QUESTION # 169
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 # 170
A nonprofit wants to integrate its existing proprietary event management system with Salesforce. The nonprofit wants to automatically send event and attendee data from its external system and create Campaigns and Campaign Members in Salesforce on a daily basis.
What should the consultant recommend?

Answer: D

Explanation:
To integrate an existing proprietary event management system with Salesforce and automatically send event and attendee data daily, the consultant should recommend using a middleware tool. Middleware tools facilitate the integration between different systems, enabling seamless data transfer and synchronization.
Key Benefits:
Automation: Middleware tools can automate data transfers, ensuring that event and attendee data is regularly updated in Salesforce.
Customization: Middleware solutions offer customizable integration workflows to meet specific business requirements.
Steps to Implement:
Select a Middleware Tool:
Choose a middleware tool that supports integration with both the proprietary event management system and Salesforce (e.g., MuleSoft, Zapier, or Dell Boomi).
Configure Integration:
Set up the integration workflows in the middleware tool to map data fields between the event management system and Salesforce.
Schedule the data transfers to occur daily, ensuring that event and attendee data is consistently updated.
Salesforce Integration Patterns and Best Practices
Middleware Tool Documentation (e.g., MuleSoft, Zapier, Dell Boomi)


NEW QUESTION # 171
A member of the donation processing team wants to set up different batch data input configurations for different donation types.
Which feature should the consultant recommend to make processing different donation batches consistent?

Answer: B

Explanation:
https://powerofus.force.com/s/article/NPSP-Configure-Gift-Entry
Gift Entry Templates in NPSP allow for the configuration of different batch data input settings for various types of donations. This feature ensures consistency and efficiency in processing different donation batches.
Steps:
Access the Gift Entry Templates in NPSP.
Create a new template for each type of donation batch that needs to be processed.
Configure the fields and layout for each template to match the specific data requirements of each donation type.
Save and publish the templates.
Use the templates when processing donation batches to ensure consistent data entry and processing.
CertGod Nonprofit Cloud Consultant Guide: Recommends using Gift Entry Templates for managing different donation types and ensuring consistent data processing.
Salesforce Documentation on Gift Entry Templates: Provides detailed instructions on creating and using Gift Entry Templates in NPSP.


NEW QUESTION # 172
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