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| Section | Weight | Objectives |
|---|
| Topic 1: Marketing and Engagement | 12% | - Design and implement engagement strategies
- 1. Email marketing journeys
- 2. Audience segmentation
- Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
- 1. Lead scoring and grading
- 2. Engagement Studio
|
| Topic 2: Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
- 1. Configure volunteer management
- 2. Configure donor management
- 3. Configure program and event 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 3: Fundraising | 20% | - Explain the data model and functionality for fundraising
- 1. Manage Opportunities and Recurring Donations
- 2. Manage Campaigns and Campaign Members
- 3. Understand Gift Entry and processing
- Configure and implement fundraising features
- 1. Matching gifts
- 2. Donation rollups and soft credits
|
| Topic 4: 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
|
| Topic 5: 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
|
| Topic 6: 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. Programs, program engagements, and program cohorts
- 2. Service delivery and client management
|
| Topic 7: Analytics and Reporting | 15% | - Configure and implement reports and dashboards
- 1. Custom report types
- 2. NPSP reports and dashboards
- Explain reporting and dashboard strategies
- 1. Program and volunteer reports
- 2. Fundraising reports
|
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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q37-Q42):
NEW QUESTION # 37
A nonprofit has hired a consultant to help implement a Salesforce marketing automation solution.
Which question should a consultant ask the nonprofit first?
- A. Will departments be sharing the same marketing data?
- B. How is marketing data maintained and is it currently clean and accurate?
- C. What are the overall marketing objectives and strategy?
- D. How much visibility does the nonprofit need into the lifecycle of its marketing leads?
Answer: C
NEW QUESTION # 38
A nonprofit organization has a large volume of contacts, organizations, and address records. The organization wants to migrate all of its data into its NPSP org.
What are two considerations? Choose 2 answers
- A. Migrating all historical address information impacts system data storage.
- B. Address verification only works with the one-to-one and individual ("Bucket") Account models.
- C. There is a limit of three addresses per contact or organization that can be migrated into NPSP.
- D. Tracking addresses with the Address object may introduce more complexity.
Answer: A,D
Explanation:
When migrating a large volume of contacts, organizations, and address records into NPSP, it is essential to consider the following:
* Complexity with the Address Object:
* Using the Address object to track addresses can introduce complexity, especially if multiple addresses per contact or organization need to be managed. This complexity arises from the need to ensure all address records are correctly linked and maintained.
* Impact on Data Storage:
* Migrating all historical address information can significantly impact system data storage.
Salesforce has storage limits, and large volumes of data can quickly consume available storage. It is important to plan for data storage needs and consider archiving or summarizing historical data to manage storage usage effectively.
Steps for Migration:
* Data Preparation:
* Clean and standardize the data before migration to ensure consistency.
* Identify and remove duplicates to avoid data redundancy.
* Data Mapping:
* Map the fields from the legacy system to the corresponding fields in NPSP, including custom fields if necessary.
* Data Import Tools:
* Use Salesforce Data Loader or the NPSP Data Importer for the migration process.
* Import data in batches, starting with Accounts, followed by Contacts, and then address information.
* Testing and Validation:
* Test the migration in a sandbox environment to identify and resolve any issues.
* Validate the imported data to ensure accuracy and completeness.
"Data Import Strategies for Nonprofits" from Salesforce Help: Data Import Strategies
"Address Management in NPSP" from Salesforce.org: Address Management
NEW QUESTION # 39
A nonprofit has high staff turnover in several key roles that use Salesforce. The nonprofit needs to improve training and adoption of Salesforce to maximize the value of its investment.
Which two standard Salesforce tools can quickly help new staff use Salesforce with only a Sales or Service Cloud license?
Choose 2 answers
- A. myTrailhead
- B. In-App Guidance
- C. Path
- D. Einstein Bots
Answer: A,B
Explanation:
To improve training and adoption of Salesforce, the following standard Salesforce tools can be highly effective:
* In-App Guidance (B):
* This feature allows administrators to create and customize prompts and walkthroughs that appear directly within the Salesforce interface. In-App Guidance helps new users learn how to use Salesforce by providing contextual help and tips.
* myTrailhead (D):
* myTrailhead is a customizable learning platform that allows organizations to create their own training content. It provides a self-paced learning environment where new staff can access and complete training modules specific to the nonprofit's Salesforce setup.
Steps to Implement:
* Set Up In-App Guidance:
* Navigate to Setup -> In-App Guidance.
* Create prompts and walkthroughs tailored to the nonprofit's processes.
* Deploy myTrailhead:
* Customize and publish training content on myTrailhead.
* Encourage staff to complete the training modules to improve their Salesforce skills.
References:
Salesforce In-App Guidance Documentation
Salesforce myTrailhead Documentation
NEW QUESTION # 40
A nonprofit organization wants the 15th of the month listed as the Close Date for all recurring donations and has selected the 15th in the Day of the Month picklist. In reviewing Recurring Donation Opportunities it is found that some of the Opportunities have close dates at the end of the month.
Which action should the consultant take to troubleshoot this issue?
- A. Check if the "Always use last day of the month" field is selected.
- B. Check if the Custom Installment record was modified
- C. Check the Recurring Donation batch size.
- D. Check the Error Log.
Answer: D
NEW QUESTION # 41
A nonprofit wants to migrate millions of Contact records from a legacy system. Most records fail to import with the following error: "npsp.TDTM_Address: System.LimitException: Apex CPU time limit exceeded".
Which three actions could a consultant take to successfully import this data?
Choose 3 answers
- A. Reduce the batch size significantly when addresses are included.
- B. Enable "Simple Address Change Treated as Update' in Address Settings.
- C. Check 'User Managed' on the Address TDTM record.
- D. Disable all automation and load the Address object separately.
- E. Disable 'ADDR_Addresses_TDTM' Handler in Trigger Configuration.
Answer: A,B,E
Explanation:
https://dataloader.zendesk.com/hc/en-us/articles/360060751213-System-LimitException-Apex-CPU-time-limit-exceeded C) https://www.salesforceben.com/what-is-apex-cpu-time-limit-exceeded-how-do-you-solve-it/ https://www.salesforceben.com/what-is-apex-cpu-time-limit-exceeded-how-do-you-solve-it/
NEW QUESTION # 42
......
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