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| Section | Weight | Objectives |
|---|
| Topic 1: Domain Expertise | 10% | - Explain the nonprofit landscape and Salesforce solutions
- 1. Understand basic nonprofit terminology
- 2. Identify key use cases for Nonprofit Cloud
- Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
- 1. Understand Account and Contact models (Individual vs. Household accounts)
- 2. Understand relationships and affiliations
|
| Topic 2: Fundraising | 20% | - Configure and implement fundraising features
- 1. Matching gifts
- 2. Donation rollups and soft credits
- 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 3: Marketing and Engagement | 12% | - Design and implement engagement strategies
- 1. Audience segmentation
- 2. Email marketing journeys
- Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
- 1. Engagement Studio
- 2. Lead scoring and grading
|
| Topic 4: Implementation Strategies and Best Practices | 20% | - 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
- Design and implement solutions for common nonprofit business processes
- 1. Configure donor management
- 2. Configure program and event management
- 3. Configure volunteer management
|
| Topic 5: Constituent Engagement | 8% | - Configure and implement constituent management
- 1. Household and organizational relationships
- 2. Affiliations
- Explain strategies for constituent engagement
- 1. Manage events
- 2. Manage volunteers
|
| Topic 6: Analytics and Reporting | 15% | - Configure and implement reports and dashboards
- 1. NPSP reports and dashboards
- 2. Custom report types
- Explain reporting and dashboard strategies
- 1. Program and volunteer reports
- 2. Fundraising reports
|
| Topic 7: Program and Service Delivery | 15% | - Configure and implement program management
- 1. Manage program benefits
- 2. Track client services and outcomes
- Explain the data model for programs
- 1. Service delivery and client management
- 2. Programs, program engagements, and program cohorts
|
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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q85-Q90):
NEW QUESTION # 85
A human services nonprofit needs to track client goals and action items related to those goals. The nonprofit is unsure whether Program Management Module alone will meet Its requirements. The nonprofit is considering whether to implement Nonprofit Cloud Case Management.
What should the consultant discuss with the nonprofit?
- A. Program Management Module can track Case Plans and Action Items.
- B. Program Management Module has custom objects for calendars and activities.
- C. Case Management has a custom object for tracking goals.
- D. Case Management requires Experience Cloud licenses.
Answer: C
Explanation:
Explanation
check the entity relationship diagram
NEW QUESTION # 86
A nonprofit organization is interested in a CRM that manages its constituents and has an integrated email marketing tool with built-in scoring and engagement tracking.
Which solution should the consultant recommend?
- A. NPSP and Pardot
- B. NPSP and Community Cloud
- C. NPSP and Marketing Cloud
- D. NPSP and Social Studio
Answer: A
NEW QUESTION # 87
A nonprofit wants to manage a new program In Salesforce.
What should the consultant recommend as the first step before embarking on a new implementation project?
- A. Identify the challenges the nonprofit is currently experiencing.
- B. Audit existing standard and custom objects and fields.
- C. Set up an implementation timeline and delivery plan.
- D. Review data in a .csv file and begin mapping to existing fields.
Answer: A
NEW QUESTION # 88
A nonprofit organization performs wealth prospecting on a donor. The organization wants to track the real estate value and the business ownership value of the donors. Which Nonprofit Cloud object has standard fields to track these values?
- A. Opportunity
- B. Business Account
- C. Contact Profile
Answer: C
Explanation:
In the context of the new Nonprofit Cloud (NPC) and its Fundraising capabilities, Salesforce has introduced a more granular data model to support wealth screening and donor prospecting. The correct object for tracking specific financial indicators like real estate and business ownership is the Contact Profile.
In earlier versions of Salesforce for nonprofits (like NPSP), this data might have required custom fields on the Account or Contact. However, in the modern Nonprofit Cloud architecture, the Contact Profile object is specifically designed to store sensitive, person-centric data that aids in major gift strategies. This object contains standard, out-of-the-box currency fields such as:
* RealEstateValue: To track the estimated value of property owned by the constituent.
* BusinessOwnershipValue: To record the value of private businesses the contact owns.
* AssetLiquidationValue: For tracking liquid assets.
* StockValue: For public equity holdings.
Step-by-Step Configuration for Wealth Prospecting:
* Enable Fundraising: The consultant must first ensure that Fundraising is enabled in the Setup menu, as the Contact Profile fields for fundraising are available in more recent API versions (v59.0 and later).
* Set Up Donor Profiles: The consultant should configure the Donor Profile-an account page layout within the Fundraising app.11 This page uses the Contact Profile record to display a "Donor Summary" card.
* Data Integration: Often, wealth data is imported from external screening services (like WealthEngine or iWave). The consultant maps these external data points directly to the standard fields on the Contact Profile object.
* ARC Integration: To provide a 360-degree view, the Contact Profile data can be surfaced alongside the Actionable Relationship Center (ARC), allowing major gift officers to see a donor's net worth alongside their professional and personal affiliations.
By utilizing the standard Contact Profile object, nonprofits ensure their data remains compatible with built-in analytics and future Salesforce updates.
NEW QUESTION # 89
The system admin at a nonprofit has set up automated soft credits to grant to the solicitor of each donation.
The development director wants a report to show who the solicitor is for each donor. Which report type does the system admin need to use to create the requested report?
- A. Opportunities with Contact Roles
- B. Contacts with Relationships
- C. Opportunities with Partial Soft Credits and Contacts
- D. Accounts with Contact Roles and Household
Answer: A
Explanation:
In NPSP, soft credits are fundamentally based on the Opportunity Contact Role (OCR) object. Even if
"Partial Soft Credits" are used for splitting a gift, the primary mechanism for attributing a "Solicitor" to a donation is assigning them a specific role on the Opportunity.
Reporting Logic:
* The Junction: The Opportunity Contact Role acts as the bridge between the Opportunity (the donation) and the Contact (the solicitor).
* Standard Report Type: The standard report type Opportunities with Contact Roles allows the user to see the donor (the Account) and all related contacts who have a role on that gift.
* Filtering: The Admin can filter this report by the "Role" field (e.g., Role EQUALS Solicitor). This surfaces exactly who the solicitor was for every donor's transaction.
Why other options are incorrect:
* Option D: Partial Soft Credits is a more complex object used when multiple people get different dollar amounts of credit for a single gift. For a standard report showing "who the solicitor is," the Contact Role is the simpler and more standard starting point.
* Option A: Relationships track person-to-person ties (like "Spouse" or "Coworker"), not who influenced a specific financial transaction.
* Option B: This focuses on the Household structure rather than the individual donation influence history.
NEW QUESTION # 90
......
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