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| Section | Weight | Objectives |
|---|
| Implementation Strategies and Best Practices | | - NPSP Configuration and Setup
- 1. Install and configure Nonprofit Success Pack
- 2. Household Account Model implementation
- Project Delivery
- 1. Consulting best practices for nonprofit implementations
- 2. Risk identification and mitigation
|
| Domain Expertise | 20% | - Nonprofit Solution Identification
- 1. Fundraising and donor management solutions
- 2. Marketing and engagement solutions
- 3. Program and volunteer management solutions
- 4. Trailhead, AppExchange, and Community resources
|
| Integration and Data Management | 15% | - Data Handling
- 1. Data quality and deduplication concepts
- 2. Data import and migration strategies
|
| Analytics | 5% | - Reporting and Insights
- 1. Campaign tracking and engagement measurement
- 2. Salesforce reporting for nonprofits
|
| Solution Design | 20% | - Architecture Design
- 1. Align solutions to nonprofit business requirements
- 2. Design scalable nonprofit data models
|
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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q99-Q104):
NEW QUESTION # 99
A consultant is implementing Salesforce for a nonprofit client who is inexperienced with Salesforce. The staff wants to assign an NPSP fundraising training module.
Which training resource should the consultant recommend?
- A. Salesforce Help and Training
- B. AppExchange Report
- C. Trail Tracker by Trailhead
- D. Trailblazer Community Dashboard
Answer: C
Explanation:
For a nonprofit client inexperienced with Salesforce, the best training resource to recommend is Trail Tracker by Trailhead:
Trail Tracker by Trailhead:
Trail Tracker is a Salesforce app that integrates with Trailhead, allowing organizations to assign, track, and manage Trailhead training for their users.
It is specifically designed to help users learn Salesforce through guided, interactive learning paths.
Set Up Trail Tracker:
Install Trail Tracker from the Salesforce AppExchange.
Configure the app to align with your nonprofit's training goals.
Assign Training Modules:
Identify the relevant NPSP fundraising training modules on Trailhead.
Use Trail Tracker to assign these modules to staff members.
Monitor Progress:
Use Trail Tracker dashboards to monitor the progress of staff members as they complete their training modules.
Provide additional support or resources as needed to ensure successful completion.
Salesforce Trailhead and Trail Tracker documentation
CertGod Nonprofit Cloud Consultant guide
NEW QUESTION # 100
A finance associate needs to track specific funds associated with gifts from individuals and organizations. Gifts may be received as either single amounts associated with one or more funds, and totals by fund will need to be reported on for reconciliation with a finance system.
How should the consultant accomplish this with NPSP?
- A. Create a custom multi-select picklist on the Opportunity record to allow for choosing each of the funds towards which the gift is designated.
- B. Create General Accounting Unit records for each of the funds, and associate them with the Opportunity by GAU Allocation record amounts representing the amounts towards each fund.
- C. Create Campaign records for each of the funds, create a custom Lookup to Campaigns on the Payment Object, and associate them with Payment records representing the amounts towards each fund.
- D. Create Campaign records for each of the funds, and associate them with the Opportunity Primary Campaign field on the Opportunity records representing the amounts towards each fund.
Answer: B
Explanation:
To track specific funds associated with gifts from individuals and organizations in NPSP, the consultant should create General Accounting Unit (GAU) records for each of the funds and associate them with the Opportunity by GAU Allocation record amounts.
Steps:
Log in to Salesforce: Access the Salesforce org with NPSP installed.
Create GAU Records:
Navigate to the App Launcher and search for "General Accounting Units".
Click "New" to create a new GAU record for each fund.
Fill in the necessary details such as GAU Name, Description, and any other relevant information.
Save the GAU records.
Associate GAUs with Opportunities:
Navigate to the Opportunity related to the donation.
In the Opportunity record, find the "GAU Allocations" related list.
Click "New" to create a new GAU Allocation.
Select the appropriate GAU record from the lookup field.
Enter the allocation amount and any other necessary details.
Save the GAU Allocation record.
Reporting: Use standard or custom reports to track and report on GAU Allocations for reconciliation with the finance system.
CertGod Nonprofit Cloud Consultant Guide
NEW QUESTION # 101
A nonprofit wants to use Customizable Rollups in its NPSP org.
What should the consultant advise1?
- A. After Customizable Rollups are enabled, it is irreversible.
- B. Existing User Defined Rollups need to be re-created as Customizable Rollups.
- C. Advanced Currency Management is unsupported by Customizable Rollups.
- D. Customizable Rollups can only be used in orgs using the Household Account model.
Answer: A
Explanation:
Customizable Rollups in NPSP provide a flexible way to manage rollup calculations for donations and other records. However, once Customizable Rollups are enabled, the action is irreversible. This means you cannot revert to the standard rollup settings after enabling Customizable Rollups.
Steps to Enable:
Enable Customizable Rollups:
Navigate to NPSP Settings -> Donations -> Customizable Rollups.
Enable the Customizable Rollups feature.
Configure Rollups:
Set up the necessary rollup rules and configurations to match the nonprofit's data tracking and reporting needs.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Configure Customizable Rollups in NPSP
NEW QUESTION # 102
Which resource should the consultant recommend to a non-profit organization to suggest new features in NPSP?
- A. Trailblazer Community
- B. Salesforce AppExchange
- C. Power of Us Hub
- D. Salesforce Help
Answer: C
Explanation:
For suggesting new features in NPSP, the recommended resource is:
Power of Us Hub: This is a community platform specifically for Salesforce.org customers. It includes forums, idea exchanges, and collaboration spaces where nonprofit users can suggest and discuss new features for NPSP.
The Power of Us Hub is the central place for engaging with the Salesforce nonprofit community and influencing future product development.
Power of Us Hub
Salesforce Trailhead: Engaging with the Salesforce Nonprofit Community
NEW QUESTION # 103
A nonprofit wants its staff to spend most of their time in Salesforce. but the staff needs access to several other applications as well. The nonprofit wants a solution that allows staff to use other applications without leaving Salesforce.
How should the consultant integrate these applications?
- A. Configure External Objects
- B. Implement Distributed Marketing
- C. Implement Salesforce Canvas
- D. Configure External Data Sources
Answer: C
Explanation:
To allow staff to use other applications without leaving Salesforce, implementing Salesforce Canvas is the recommended solution:
Salesforce Canvas:
Salesforce Canvas allows you to embed external applications directly within Salesforce
NEW QUESTION # 104
......
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