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| Section | Weight | Objectives |
|---|
| 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. Audience segmentation
- 2. Email marketing journeys
|
| Program and Service Delivery | 15% | - Configure and implement program management
- 1. Track client services and outcomes
- 2. Manage program benefits
- Explain the data model for programs
- 1. Programs, program engagements, and program cohorts
- 2. Service delivery and client management
|
| Fundraising | 20% | - Configure and implement fundraising features
- 1. Donation rollups and soft credits
- 2. Matching gifts
- Explain the data model and functionality for fundraising
- 1. Manage Campaigns and Campaign Members
- 2. Understand Gift Entry and processing
- 3. Manage Opportunities and Recurring Donations
|
| Constituent Engagement | 8% | - Configure and implement constituent management
- 1. Household and organizational relationships
- 2. Affiliations
- Explain strategies for constituent engagement
- 1. Manage volunteers
- 2. Manage events
|
| Domain Expertise | 10% | - 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
|
| 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
|
| Analytics and Reporting | 15% | - Explain reporting and dashboard strategies
- 1. Program and volunteer reports
- 2. Fundraising reports
- Configure and implement reports and dashboards
- 1. Custom report types
- 2. NPSP reports and dashboards
|
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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q147-Q152):
NEW QUESTION # 147
A nonprofit has a large volume of data across multiple objects in Salesforce and external databases. The nonprofit needs to quickly query data across its systems to get insights on any device about the impact it is having.
Which solution should the consultant recommend?
- A. CRM Analytics
- B. Salesforce Connect
- C. External Objects
- D. Salesforce Reports & Dashboards
Answer: A
Explanation:
To quickly query data across multiple systems and get insights on any device about the impact the nonprofit is having, the consultant should recommend:
* CRM Analytics (formerly known as Tableau CRM or Einstein Analytics):
* CRM Analytics allows for advanced data analysis, visualization, and reporting. It can integrate data from multiple Salesforce objects and external sources, providing comprehensive insights across systems. It is designed to work seamlessly on various devices, ensuring accessibility and usability.
Reference: NGO_Ebook_CRMForGood_APAC_R3_jc.pdf, pages 7-8, details the use of advanced analytics tools in Salesforce to gather insights and track impact, making CRM Analytics a suitable recommendation for querying and analyzing large volumes of data across systems.
NEW QUESTION # 148
A nonprofit needs to track key information for grants it applies for and receives, such as deadline dates, activity completion dates, and descriptions. In addition, the nonprofit wants to track actions completed and view the next deadline date on the Opportunity.
Which feature should the consultant recommend?
- A. Deliverables
- B. Engagement Plans
- C. Tasks and Events
- D. Cases
Answer: A
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/nonprofit-success-pack-administration-basics
/understand-the-npsp-data-model
For nonprofits needing to track key information related to grants, such as deadline dates, activity completion dates, and descriptions, Deliverables within Salesforce are the recommended feature. Deliverables allow nonprofits to create and manage detailed records of grant-related activities, set deadlines, and monitor progress directly on the Opportunity object.
Steps:
* Enable Deliverables in Salesforce.
* Create Deliverable records to track grant-related tasks, deadlines, and activities.
* Configure Deliverables to display the next deadline date on the Opportunity.
* Use reports and dashboards to monitor the status and progress of grant-related activities.
References:
CertGod Nonprofit Cloud Consultant Guide: Recommends using Deliverables for tracking detailed grant information and deadlines.
Salesforce Documentation on Deliverables: Provides setup instructions and usage guidelines.
NEW QUESTION # 149
A nonprofit organization provides funding ta partners that work directly with the community to provide one- on-one nutinitianal counseling. Each year, these partners apply for funding and indicate how they plan to spend any awarded funds.
The organization is currently using the Grantmaking Experience Cloud Template to offer a place for partners to apply and collaborate on grants and the post-award process.
What can the partners do from the site?
- A. Edit the values after a budget that has already been submitted and then re-submit the budget.
- B. Request changes in scope via Funding Award Amendment and submit the record for review after a grant has been awarded.
- C. See the Application Review records and provide feedback on the records.
Answer: B
NEW QUESTION # 150
A nonprofit receives a donation from a family foundation. What should the consultant recommend to ensure the donation is reflected on the family's household record?
- A. Use Account Soft Credits to credit the household.
- B. Add an additional Account lookup field on the Opportunity for the household.
- C. Add an Account lookup field on the Payment for the Opportunity for the household.
- D. Use a GAU Allocation to credit the donation to the household.
Answer: A
Explanation:
In NPSP, we must distinguish between "Hard Credit" (legal ownership) and "Soft Credit" (influence
/relationship). When a family foundation (a Business Account) gives a donation, the Foundation gets the Hard Credit. However, the organization wants the Household Account (the family themselves) to receive credit for that gift in their "Total Giving" history.
The Solution: Account Soft Credits:
* Hard Credit: The Opportunity is created with the Family Foundation Account in the Account Name field. This is the legal donor.
* Soft Credit: To reflect this gift on the Family's Household, the consultant uses the Account Soft Credit feature.
* Relationship Tracking: A record is created in the Account Soft Credit related list on the Opportunity.
The "Account" is the Family's Household Account, and the "Role" is set to something like "Family Foundation."
* Rollups: NPSP's rollup engine will then pick up this soft credit. The family's Household record will now show this gift in fields like "Total Account Soft Credits" or "Total Gifts" (if the organization includes soft credits in their summary).
Why other options are incorrect:
* GAU Allocation (Option A): This tracks the fund or purpose of the money (e.g., "Building Fund"), not the donor or household credit.
* Lookup Fields (Options B & D): Adding custom lookup fields does not trigger NPSP's complex rollup logic. Only the standard Account Soft Credit object is recognized by the NPSP engine for aggregating influence-based giving to an account.
NEW QUESTION # 151
A consultant is working on a data migration to NPSP that includes tens of millions of records across many objects. The migration needs to take place over a weekend to minimize system downtime.
What should the consultant recommend?
- A. NPSP Datalmport
- B. SOAP API
- C. Data Import Wizard
- D. Bulk API
Answer: D
NEW QUESTION # 152
......
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