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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Program and Service Delivery15%- 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 2: Marketing and Engagement12%- Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
  • 1. Engagement Studio
  • 2. Lead scoring and grading
- Design and implement engagement strategies
  • 1. Audience segmentation
  • 2. Email marketing journeys
Topic 3: Constituent Engagement8%- Configure and implement constituent management
  • 1. Household and organizational relationships
  • 2. Affiliations
- Explain strategies for constituent engagement
  • 1. Manage volunteers
  • 2. Manage events
Topic 4: Domain Expertise10%- Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
  • 1. Understand Account and Contact models (Individual vs. Household accounts)
  • 2. Understand relationships and affiliations
- Explain the nonprofit landscape and Salesforce solutions
  • 1. Understand basic nonprofit terminology
  • 2. Identify key use cases for Nonprofit Cloud
Topic 5: Implementation Strategies and Best Practices20%- 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 volunteer management
  • 2. Configure program and event management
  • 3. Configure donor management
Topic 6: Fundraising20%- Configure and implement fundraising features
  • 1. Matching gifts
  • 2. Donation rollups and soft credits
- Explain the data model and functionality for fundraising
  • 1. Understand Gift Entry and processing
  • 2. Manage Campaigns and Campaign Members
  • 3. Manage Opportunities and Recurring Donations
Topic 7: Analytics and Reporting15%- Explain reporting and dashboard strategies
  • 1. Program and volunteer reports
  • 2. Fundraising reports
- Configure and implement reports and dashboards
  • 1. Custom report types
  • 2. NPSP reports and dashboards

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q151-Q156):

NEW QUESTION # 151
A nonprofit needs more insight into why some corporate sponsorships are closing and why others are lost.
They want to evaluate information including pipeline value, number of opportunities. Pardot score, win/lost percentage, stage value, and a table of opportunities. The system admin wants to deploy a solution quickly.
Which solution should a consultant recommend?

Answer: D


NEW QUESTION # 152
A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available. The gift officer wants to add donors to a Campaign from a report. What should the consultant recommend?

Answer: C


NEW QUESTION # 153
A nonprofit organization has a large number of duplicate contacts the consultant needs to clean up. What should the consultant recommend to handle duplicate clean up in bulk?

Answer: D

Explanation:
To handle duplicate cleanup in bulk for a nonprofit organization:
* Third Party App from the AppExchange: There are several apps available on the Salesforce AppExchange specifically designed for bulk duplicate management and cleanup. These apps offer advanced features for identifying and merging duplicate contacts efficiently.
* Ease of Use: These third-party apps provide user-friendly interfaces and automated processes to manage duplicates, making the cleanup process more efficient and less error-prone compared to manual methods.
Using a third-party app ensures a thorough and systematic approach to duplicate management.
References:
Salesforce AppExchange: Duplicate Management Apps
Salesforce Trailhead: Managing Duplicate Records in NPSP


NEW QUESTION # 154
A gift officer successfully imported a small list of donors and their donations. The gift officer wants to add these donors to a Campaign from an Opportunities report but the "Add to Campaign" option is not available.
The gift officer wants to add donors to a Campaign from a report. What should the consultant recommend?

Answer: C

Explanation:
To add donors to a Campaign from an Opportunities report, the report must include Contact records. The correct approach is to create a report type that includes Contacts, such as the Opportunities with Contact Roles report type.
* Creating the Report:
* Navigate to the Reports tab and click "New Report."
* Select the "Opportunities with Contact Roles" report type. This report type includes both Opportunity and Contact records.
* Configuring the Report:
* Add the necessary filters to include the desired Opportunities and their related Contacts.
* Customize the report to display relevant fields, such as Contact Name and Opportunity Amount.
* Adding to Campaign:
* Once the report is configured and run, select the Contacts you want to add to the Campaign.
* Use the "Add to Campaign" button available in the report to add these Contacts as Campaign Members.
* Benefits of This Approach:
* Ensures that the Campaign Members are correctly linked to the Opportunity records.
* Streamlines the process of managing Campaigns and associated donor information.
* Additional Steps:
* Ensure that the "Add to Campaign" button is enabled for the report type in Setup if it is not already visible.
References:
CertGod Nonprofit Cloud Consultant study guide: "Create a report type that includes Contacts such as the Opportunities with Contact Roles report type".


NEW QUESTION # 155
A developer needs to create a custom Apex class in the TDTM framework. Which sets of steps should the developer take?

Answer: D

Explanation:
To create a custom Apex class in the TDTM (Table Driven Trigger Management) framework, follow these steps:
Create the Apex Class:
In Salesforce, go to Setup.
Navigate to "Apex Classes" under "Custom Code".
Click "New" and create your custom Apex class.
Ensure the class implements the TDTM framework correctly.
Create the Test Class:
Create a corresponding test class to ensure your Apex class functions as expected.
This is essential for maintaining code coverage and passing Salesforce deployment requirements.
Create a Trigger Handler Record:
Go to the TDTM Trigger Handlers tab.
Create a new Trigger Handler record and link it to your custom Apex class.
Define the order of execution and the object the trigger applies to.
These steps ensure that your custom Apex class is correctly integrated into the TDTM framework, maintaining organized and manageable trigger logic.
Reference:
Salesforce NPSP Documentation: TDTM Overview
Salesforce Trailhead: Apex Basics & Database


NEW QUESTION # 156
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