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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Analytics and Reporting15%- Configure and implement reports and dashboards
  • 1. NPSP reports and dashboards
  • 2. Custom report types
- Explain reporting and dashboard strategies
  • 1. Fundraising reports
  • 2. Program and volunteer reports
Implementation Strategies and Best Practices20%- Design and implement solutions for common nonprofit business processes
  • 1. Configure volunteer management
  • 2. Configure program and event management
  • 3. Configure donor management
- Identify the appropriate solution for a given scenario
  • 1. When to use standard objects vs. NPSP objects
  • 2. When to use declarative vs. custom solutions
Constituent Engagement8%- Explain strategies for constituent engagement
  • 1. Manage events
  • 2. Manage volunteers
- Configure and implement constituent management
  • 1. Household and organizational relationships
  • 2. Affiliations
Fundraising20%- Configure and implement fundraising features
  • 1. Donation rollups and soft credits
  • 2. Matching gifts
- 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
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. Service delivery and client management
  • 2. Programs, program engagements, and program cohorts
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
Domain Expertise10%- 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

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q68-Q73):

NEW QUESTION # 68
The executive director at a nonprofit needs to understand the overall summary of individuals engaged with the organization across multiple channels, including donations, volunteer shifts, and event attendance. What can the consultant deliver to help them achieve this summary by channel?

Answer: C


NEW QUESTION # 69
An international nonprofit added a translated Relationship picklist value, but both Relationship records are displaying incorrectly.
What is the cause of this issue?

Answer: C

Explanation:
When an international nonprofit adds a translated Relationship picklist value but both Relationship records are displaying incorrectly, the likely cause is that the reciprocal relationship value is missing in the NPSP Settings tab.
Reciprocal Relationship Setup:
In NPSP (Nonprofit Success Pack), relationships between contacts often need to be reciprocal. For example, if Contact A is listed as "Parent" of Contact B, then Contact B should be automatically listed as "Child" of Contact A.
Reference:
Configuration in NPSP Settings:
The NPSP Settings tab allows administrators to define reciprocal relationship mappings. If these mappings are not correctly defined, relationships may not display as expected.
Ensure the reciprocal relationship is added and mapped correctly in the NPSP Settings under the Relationships section.


NEW QUESTION # 70
A nonprofit organization is retiring its legacy donor, donation, and payment processing systems. The organization wants to load 45,000 records into Salesforce from a single flat file. Which tool should be used to create all of the records at once?

Answer: D

Explanation:
To load 45,000 records into Salesforce from a single flat file:
* Data Loader: This tool is designed for bulk data import and export, handling large volumes of records efficiently. It supports complex data mappings and transformations required for importing donor, donation, and payment processing records.
* Large Volume Handling: Data Loader can process up to millions of records, making it suitable for the task at hand.
Using Data Loader ensures that the records are imported accurately and efficiently, with the ability to handle data transformations as needed.
References:
Salesforce Data Loader Documentation
Salesforce Trailhead: Data Management Tools


NEW QUESTION # 71
An annual fund coordinator wants to create a report that identifies which Individual donors have yet to make a gift toward the Annual Fund Campaign this year. It is important that the annual giving coordinator avoids soliciting any individuals who are attending an upcoming gala. The nonprofit uses Campaigns to track event attendance.
What should a consultant add to the report to exclude gala attendees?

Answer: C

Explanation:
To exclude gala attendees from the report that identifies individual donors who have yet to make a gift toward the Annual Fund Campaign this year, a cross filter should be added to the report. Cross filters allow you to filter records based on related objects, such as excluding contacts who are campaign members of the gala event.
Steps:
* Go to Reports and create a new report or edit an existing report on donors.
* Add a cross filter to the report by clicking on the "Filters" pane and selecting "Add Cross Filter."
* Set the cross filter to exclude Contacts who are Campaign Members of the specific gala campaign.
* Save and run the report to ensure it correctly excludes gala attendees.
References:
Nonprofit Cloud Reporting Guide: Explains how to use cross filters to refine report data based on related objects.
Salesforce Help: Detailed steps on creating and using cross filters in reports.


NEW QUESTION # 72
A nonprofit is using Nonprofit Cloud Case Management. Case managers need to share the initial, midterm, and final client assessments; updates or notes on the client; and pertinent alerts about the client with other staff within the nonprofit who also provide services to the client.
Which two approaches should a consultant recommend to meet the requirement?
Choose 2 answers

Answer: A,B


NEW QUESTION # 73
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