試験の準備方法-完璧なNonprofit-Cloud-Consultant専門知識訓練試験-権威のあるNonprofit-Cloud-Consultant認定資格

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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Analytics and Reporting15%- 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
Topic 2: Marketing and Engagement12%- 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 3: Fundraising20%- Configure and implement fundraising features
  • 1. Matching gifts
  • 2. Donation rollups and soft credits
- Explain the data model and functionality for fundraising
  • 1. Manage Campaigns and Campaign Members
  • 2. Understand Gift Entry and processing
  • 3. Manage Opportunities and Recurring Donations
Topic 4: Constituent Engagement8%- Configure and implement constituent management
  • 1. Affiliations
  • 2. Household and organizational relationships
- Explain strategies for constituent engagement
  • 1. Manage events
  • 2. Manage volunteers
Topic 5: 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. Identify key use cases for Nonprofit Cloud
  • 2. Understand basic nonprofit terminology
Topic 6: 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 donor management
  • 2. Configure volunteer management
  • 3. Configure program and event management
Topic 7: Program and Service Delivery15%- Configure and implement program management
  • 1. Track client services and outcomes
  • 2. Manage program benefits
- Explain the data model for programs
  • 1. Programs, program engagements, and program cohorts
  • 2. Service delivery and client management

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試験の準備方法-有効的なNonprofit-Cloud-Consultant専門知識訓練試験-高品質なNonprofit-Cloud-Consultant認定資格

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Salesforce Certified Nonprofit Cloud Consultant Exam 認定 Nonprofit-Cloud-Consultant 試験問題 (Q74-Q79):

質問 # 74
A major donor officer needs to capture wealth scoring to support individual cultivations.
How is this best represented in the NPSP?

正解：D


質問 # 75
A family foundation wants to use Salesforce to track its funding of dozens of projects using a Campaign for each project. The foundation has a goal of funds to disperse, and it is important that the foundation can track year over year goals for each project. What should a consultant recommend for the foundation to track progress?

正解：B

解説：
Creating a Campaign hierarchy is the most effective way to track funding for projects and monitor year-over-year goals in Salesforce. Campaign hierarchies allow for organizing campaigns in a structured manner, making it easy to roll up data and track progress across different levels. Here's how to set this up:
Create Parent Campaigns for Years:
For each year, create a parent campaign. For example, "2023 Projects" and "2024 Projects".
Create Sub-Campaigns for Projects:
Under each yearly parent campaign, create sub-campaigns for each project. For instance, "2023 Projects" can have sub-campaigns like "Project A", "Project B", etc.
Link Sub-Campaigns to Parent Campaigns:
Use the Parent Campaign lookup field to link each project campaign to its respective year campaign. This establishes the hierarchy.
Track Goals and Progress:
Use Campaign fields to set goals and track actual amounts. Fields like "Campaign Member Status", "Amount Raised", and custom fields can be used to track the funding and progress.
Use roll-up summary fields to aggregate data from sub-campaigns to parent campaigns.
Reporting and Dashboards:
Create reports and dashboards to monitor the progress of each project and year-over-year comparisons. Use the Campaign Hierarchy feature in reports to show aggregated data.
By setting up a Campaign hierarchy, the foundation can easily track the funding, manage goals, and compare progress year-over-year.
Reference:
"Campaign Hierarchies" from Salesforce Help: Campaign Hierarchies
"Managing Campaigns in NPSP" from Salesforce.org: Managing Campaigns


質問 # 76
A nonprofit organization wants to give specific users the ability to upload gift acknowledgement templates in Nonprofit Cloud for Fundraising. What should be assigned to the users?

正解：A

解説：
In the modern Nonprofit Cloud (NPC) for Fundraising, the generation of gift acknowledgments and tax receipts is powered by Document Generation (DocGen) technology. This system allows organizations to move beyond simple mail merges into a robust, server-side document creation process.
To manage these templates effectively, a consultant must understand the distinction between "Designers" and
"Users" within the permission set framework.
* FundraisingAccess: This is the foundational permission set group (or permission set) that grants the user rights to interact with fundraising-specific objects like Gift Transactions, Gift Commitments, and Gift Designations. Without this, the user cannot access the data that needs to be merged into the templates.
* DocGen Designer: This specific permission set is required for administrative or "super user" tasks. A user with the DocGen Designer permission set is granted the ability to upload, manage, and customize the .docx or .pptx files that serve as the templates. This includes mapping Salesforce fields to the document tokens and organizing the library of available templates for the rest of the team.
* DocGen User (Contrast): In contrast, the DocGen User permission set is intended for staff who only need to trigger the creation of a document (e.g., clicking a "Generate Receipt" button). They cannot upload new templates or change the underlying logic of existing ones.
Step-by-Step Assignment Logic:
* Navigate to Setup > Users > Permission Sets.
* Locate the DocGen Designer permission set and assign it to the staff responsible for template creation.
* Ensure the user also has the SalesforceCRM Content User license enabled on their User record, as templates are stored and managed within Salesforce Files/Content.
* Verify that the FundraisingAccess group is assigned to provide the necessary object-level permissions.
By correctly separating these roles, a consultant ensures that only authorized personnel can modify the official legal and branding language used in the organization's donor communications.


質問 # 77
A consultant has implemented Outcome Management in Nonprofit Cloud for a nonprofit organization. The organization is struggling to understand how all the objects in Qutcome Management relate.
What should the consultant do to help the organization understand the outcomes, indicators, and associated objects?

正解：A


質問 # 78
A nonprofit organization has white papers, case studies, and impact reports on its website. The organization wants to track website visitors who download those assets. Once tracked, the organization wants to pursue the visitor as a constituent. Which solution should be considered?

正解：B


質問 # 79
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