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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Implementation Strategies and Best Practices20%- Design and implement solutions for common nonprofit business processes
  • 1. Configure donor management
  • 2. Configure program and event management
  • 3. Configure volunteer management
- Identify the appropriate solution for a given scenario
  • 1. When to use declarative vs. custom solutions
  • 2. When to use standard objects vs. NPSP objects
Topic 2: Constituent Engagement8%- Explain strategies for constituent engagement
  • 1. Manage events
  • 2. Manage volunteers
- Configure and implement constituent management
  • 1. Affiliations
  • 2. Household and organizational relationships
Topic 3: Domain Expertise10%- Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
  • 1. Understand relationships and affiliations
  • 2. Understand Account and Contact models (Individual vs. Household accounts)
- Explain the nonprofit landscape and Salesforce solutions
  • 1. Identify key use cases for Nonprofit Cloud
  • 2. Understand basic nonprofit terminology
Topic 4: Marketing and Engagement12%- 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
Topic 5: Fundraising20%- Configure and implement fundraising features
  • 1. Donation rollups and soft credits
  • 2. Matching gifts
- 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
Topic 6: Analytics and Reporting15%- Explain reporting and dashboard strategies
  • 1. Program and volunteer reports
  • 2. Fundraising reports
- Configure and implement reports and dashboards
  • 1. NPSP reports and dashboards
  • 2. Custom report types
Topic 7: Program and Service Delivery15%- Explain the data model for programs
  • 1. Programs, program engagements, and program cohorts
  • 2. Service delivery and client management
- Configure and implement program management
  • 1. Track client services and outcomes
  • 2. Manage program benefits

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q118-Q123):

NEW QUESTION # 118
A consultant is planning to use Accounting Subledger and migrate 20 years of donation data into NPSP for a nonprofit that receives more than 200,000 donations each year.
Which two features should the consultant consider implementing to improve search performance?
Choose 2 answers

Answer: A,C

Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/search_solution_basics/search_solution_basics_optimizing


NEW QUESTION # 119
A nonprofit wants to convert from Legacy Recurring Donations to Enhanced Recurring Donations.
What are two considerations the nonprofit should take into account before making the switch?
Choose 2 answers

Answer: A,B

Explanation:
Explanation
https://sfdo-docs.s3-us-west-2.amazonaws.com/npsp_rd_upgrade_guide.pdf


NEW QUESTION # 120
A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available.
The gift officer wants to add donors to a Campaign from a report. What should the consultant recommend?

Answer: D

Explanation:
To add donors to a Campaign from an Opportunities report, the report must include Contact records. The correct approach is to create a report type that includes Contacts, such as the Opportunities with Contact Roles report type.
* Creating the Report:
* Navigate to the Reports tab and click "New Report."
* Select the "Opportunities with Contact Roles" report type. This report type includes both Opportunity and Contact records.
* Configuring the Report:
* Add the necessary filters to include the desired Opportunities and their related Contacts.
* Customize the report to display relevant fields, such as Contact Name and Opportunity Amount.
* Adding to Campaign:
* Once the report is configured and run, select the Contacts you want to add to the Campaign.
* Use the "Add to Campaign" button available in the report to add these Contacts as Campaign Members.
* Benefits of This Approach:
* Ensures that the Campaign Members are correctly linked to the Opportunity records.
* Streamlines the process of managing Campaigns and associated donor information.
* Additional Steps:
* Ensure that the "Add to Campaign" button is enabled for the report type in Setup if it is not already visible.
References:
CertGod Nonprofit Cloud Consultant study guide: "Create a report type that includes Contacts such as the Opportunities with Contact Roles report type".


NEW QUESTION # 121
The requirements for a Salesforce implementation have been gathered, but there are teams with competing priorities and the overall project goals are undefined.
What are two reasons a project team must define goals?
Choose 2 answers

Answer: B,C


NEW QUESTION # 122
The admin at a nonprofit is implementing Salesforce Shield in its org to enable field platform encryption.
What are three NPSP considerations when implementing Shield Platform Encryption?
Choose 3 answers

Answer: B,D,E

Explanation:
When implementing Salesforce Shield Platform Encryption with NPSP, there are several key considerations:
* Role Name Field on Partial Soft Credit Object:
* If the Role Name field on the NPSP Partial Soft Credit object is encrypted, the nightly Soft Credit rollups will fail. This is because the rollup process relies on accessing this field, and encryption can interfere with its functionality.
* MergeContacts List Button:
* The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted. The merging process requires access to the Contact Name to identify and merge records accurately, which encryption can prevent.
* Custom Unique Id Matching:
* NPSP Data Import cannot perform Custom Unique Id matching on Accounts and Contacts if the field used for matching is encrypted. This limitation arises because the encryption prevents the import process from accurately comparing and matching the encrypted values.
These considerations highlight the impact of encryption on certain NPSP functionalities, and it is important to plan accordingly when implementing Shield Platform Encryption.
References:
Salesforce Shield Platform Encryption Documentation
Nonprofit Success Pack (NPSP) Documentation on Data Import and Soft Credits


NEW QUESTION # 123
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