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| Section | Weight | Objectives |
|---|
| Topic 1: Fundraising | 20% | - Explain the data model and functionality for fundraising
- 1. Understand Gift Entry and processing
- 2. Manage Opportunities and Recurring Donations
- 3. Manage Campaigns and Campaign Members
- Configure and implement fundraising features
- 1. Matching gifts
- 2. Donation rollups and soft credits
|
| Topic 2: 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 relationships and affiliations
- 2. Understand Account and Contact models (Individual vs. Household accounts)
|
| Topic 3: Program and Service Delivery | 15% | - Explain the data model for programs
- 1. Programs, program engagements, and program cohorts
- 2. Service delivery and client management
- Configure and implement program management
- 1. Manage program benefits
- 2. Track client services and outcomes
|
| Topic 4: 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. Fundraising reports
- 2. Program and volunteer reports
|
| Topic 5: Implementation Strategies and Best Practices | 20% | - Design and implement solutions for common nonprofit business processes
- 1. Configure donor management
- 2. Configure volunteer 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 6: Constituent Engagement | 8% | - Explain strategies for constituent engagement
- 1. Manage events
- 2. Manage volunteers
- Configure and implement constituent management
- 1. Affiliations
- 2. Household and organizational relationships
|
| Topic 7: 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
|
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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q152-Q157):
NEW QUESTION # 152
A nonprofit wants to convert from Legacy Recurring Donations to Enhanced Recurring Donations. What are two considerations the nonprofit should take into account before making the switch? (Choose 2)
- A. Data Loader is required to revert to Legacy Recurring Donations.
- B. All existing integrations should be reviewed for compatibility.
- C. Reverting to Legacy Recurring Donations is unsupported.
- D. Enhanced Recurring Donations introduces a new custom object.
Answer: B,C
Explanation:
The move from Legacy Recurring Donations to Enhanced Recurring Donations (ERD) is a significant architectural upgrade in NPSP. While ERD offers better performance and more flexible scheduling, it changes how data is processed and stored.
Key Considerations:
* Integration Compatibility (A): Enhanced Recurring Donations changes the underlying logic of how installments (Opportunities) are created and managed. If the nonprofit uses third-party apps (like an external payment gateway or a custom web form) that rely on the legacy npe03__Recurring_Donation__c fields or the old "Monthly" vs. "Custom" picklist values, those integrations may break. A consultant must perform a thorough audit of all APIs and managed packages before the conversion.
* No Revert Path (D): This is a "one-way door." Salesforce documentation explicitly states that reverting to Legacy Recurring Donations is unsupported once the upgrade process has been completed. The conversion process modifies the database schema and migrates records in a way that cannot be easily undone. Therefore, testing in a full sandbox is a non-negotiable prerequisite.
Clarifying Other Points:
* New Custom Object (Option B): This is incorrect. Enhanced Recurring Donations actually uses the same custom object as the legacy version (npe03__Recurring_Donation__c), but it utilizes new fields, new page layouts, and a completely different set of Apex triggers and batch jobs.
* Data Loader (Option C): Since the process is unsupported, Data Loader is not a viable or recommended way to "revert" the complex architectural changes.
NEW QUESTION # 153
A nonprofit organization is using Salesforce with the NPSP pre-installed. The nonprofit organization wants to give prospective volunteers a way to fill out their volunteer application online. How should this be accomplished?
- A. Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.
- B. Create a web-to-case form in Salesforce with the fields needed to capture the information asked for on the form.
- C. Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.
- D. Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.
Answer: C
Explanation:
To allow prospective volunteers to fill out their volunteer application online:
* Set up the Volunteers for Salesforce Volunteer Signup Form: This form can be embedded on the nonprofit's website, allowing prospective volunteers to submit their information directly into Salesforce.
This approach leverages the existing Volunteers for Salesforce functionality, making it easy to capture and manage volunteer applications.
References:
Salesforce Volunteers for Salesforce Documentation
Salesforce Trailhead: Setting Up Volunteers for Salesforce
NEW QUESTION # 154
A nonprofit wants to use Customizable Rollups in its NPSP org.
What should the consultant advise1?
- A. Advanced Currency Management is unsupported by Customizable Rollups.
- B. Customizable Rollups can only be used in orgs using the Household Account model.
- C. Existing User Defined Rollups need to be re-created as Customizable Rollups.
- D. After Customizable Rollups are enabled, it is irreversible.
Answer: B
Explanation:
Explanation
https://powerofus.force.com/s/article/NPSP-Enable-Cust-Rollups
NEW QUESTION # 155
The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year. There is a custom checkbox field on the Contact record to indicate board members.
How should the consultant create this report?
- A. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Include the Total Gifts this Year and Soft Credits this Year fields.
- B. Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRUE. Group results by the Total Gifts this Year and Soft Credits this Year fields.
- C. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.
- D. Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE. Summarize the Total Gifts this Year and Soft Credits this Year fields.
Answer: A
NEW QUESTION # 156
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. There is a limit of three addresses per contact or organization that can be migrated into NPSP.
- B. Address verification only works with the one-to-one and individual ("Bucket") Account models.
- C. Migrating all historical address information impacts system data storage.
- D. Tracking addresses with the Address object may introduce more complexity.
Answer: C,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 # 157
......
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