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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
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. Understand basic nonprofit terminology
  • 2. Identify key use cases for Nonprofit Cloud
Constituent Engagement8%- Explain strategies for constituent engagement
  • 1. Manage volunteers
  • 2. Manage events
- Configure and implement constituent management
  • 1. Affiliations
  • 2. Household and organizational relationships
Fundraising20%- 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
- Configure and implement fundraising features
  • 1. Matching gifts
  • 2. Donation rollups and soft credits
Program and Service Delivery15%- Explain the data model for programs
  • 1. Service delivery and client management
  • 2. Programs, program engagements, and program cohorts
- Configure and implement program management
  • 1. Track client services and outcomes
  • 2. Manage program benefits
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
Implementation Strategies and Best Practices20%- 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 donor management
  • 2. Configure volunteer management
  • 3. Configure program and event management
Marketing and Engagement12%- Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
  • 1. Lead scoring and grading
  • 2. Engagement Studio
- Design and implement engagement strategies
  • 1. Email marketing journeys
  • 2. Audience segmentation

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q25-Q30):

NEW QUESTION # 25
A consultant is assisting a nonprofit organization in its data integration and data mapping between the two systems. The consultant is unsure when a particular field was introduced by NPSP.
How should the consultant find the NPSP version number for the field?

Answer: C


NEW QUESTION # 26
A nonprofit has its organization-wide sharing settings for all objects set to Private and is using Program Management Module to track Service Deliveries. A subset of Service Delivery records should be visible to selected staff.
How should a consultant meet this requirement?

Answer: A


NEW QUESTION # 27
A large nonprofit has chapters in multiple locations that want to operate under one central brand. The nonprofit wants the ability to customize user roles, processes, and messaging unique to each location.
Which two Salesforce tools include the ability to segment data and functionality using business units?
Choose 2 answers

Answer: C,D

Explanation:
Explanation
https://trailhead.salesforce.com/en/content/learn/modules/audience-segmentation/learn-about-segmentation-tools


NEW QUESTION # 28
A nonprofit has implemented Program Management Module to satisfy the reporting requirements of a new grant. The funder expects to see a report that segmen&s services according to location.
Which object will allow the nonprofit to satisfy the reporting requirements?

Answer: C

Explanation:
https://powerofus.force.com/s/article/PMM-Overview
https://trailhead.salesforce.com/en/content/learn/modules/program-management-with-nonprofit-cloud/manage- nonprofit-programs-with-salesforce?trail_id=manage-programs-with-nonprofit-cloud To meet the reporting requirements of a new grant that expects services to be segmented according to location, the nonprofit should use the Program Cohort object. The Program Cohort object allows tracking and reporting of services provided in specific locations, making it possible to generate detailed reports that meet funder requirements.
Steps:
* Configure the Program Management Module to include the necessary fields for tracking service locations within the Program Cohort object.
* Ensure that all relevant data is accurately entered into the Program Cohort records, including location details.
* Create custom reports and dashboards that segment services based on the location data stored in the Program Cohort object.
* Regularly review and update the data to ensure accurate and up-to-date reporting for the funder.
References:
CertGod Nonprofit Cloud Consultant Guide: Discusses the use of Program Cohorts for detailed tracking and reporting of services.
Salesforce Documentation on Program Management Module: Provides information on the functionality and use of Program Cohorts.


NEW QUESTION # 29
A nonprofit wants to send messages to Contacts stored in NPSP based on their connections to the nonprofit's corporate funders.
Which object should be connected with Contacts in a report type to meet this requirement?

Answer: C

Explanation:
To send messages to Contacts stored in the Nonprofit Success Pack (NPSP) based on their connections to the nonprofit's corporate funders, use the Affiliations object. Here's how to set it up:
Understand Affiliations:
Affiliations in NPSP track the relationships between Contacts and Accounts. They can indicate if a Contact is associated with a corporate funder.
Set Up Affiliations:
Ensure that all Contacts have their Affiliation records properly set up, linking them to the appropriate corporate funder Accounts.
Create a Custom Report Type:
Navigate to Setup > Report Types.
Create a new custom report type with Affiliations as the primary object and Contacts as a related object.
Build the Report:
Go to the Reports tab and click "New Report."
Select the custom report type you created.
Add fields such as Contact Name, Affiliated Account Name, and any other relevant information.
Filter the report to include only those Contacts who have affiliations with corporate funders.
Send Messages:
Use the report to create a Campaign or a mailing list.
Use Salesforce or an integrated email platform to send targeted messages to the Contacts based on their corporate affiliations.
Reference:
Salesforce Nonprofit Success Pack Documentation: Detailed instructions on managing Affiliations in NPSP. NPSP Documentation.
These steps and references ensure that the nonprofit can effectively use Salesforce to meet its operational requirements while maintaining best practices and leveraging the capabilities of the Nonprofit Cloud.


NEW QUESTION # 30
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