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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Domain Expertise10%- Explain the nonprofit landscape and Salesforce solutions
  • 1. Identify key use cases for Nonprofit Cloud
  • 2. Understand basic nonprofit terminology
- Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
  • 1. Understand Account and Contact models (Individual vs. Household accounts)
  • 2. Understand relationships and affiliations
Topic 2: Marketing and Engagement12%- 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 3: Constituent Engagement8%- Explain strategies for constituent engagement
  • 1. Manage volunteers
  • 2. Manage events
- Configure and implement constituent management
  • 1. Household and organizational relationships
  • 2. Affiliations
Topic 4: 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 5: Program and Service Delivery15%- Explain the data model for programs
  • 1. Service delivery and client management
  • 2. Programs, program engagements, and program cohorts
- Configure and implement program management
  • 1. Manage program benefits
  • 2. Track client services and outcomes
Topic 6: 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 7: 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

>> Nonprofit-Cloud-Consultant Exam Quizzes <<

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q55-Q60):

NEW QUESTION # 55
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?

Answer: B


NEW QUESTION # 56
A nonprofit is looking for an integrated tool that manages more than one channel for personalized journeys, triggers messages automatically to create stronger relationships, and links communications to donations it has received.
Which solution should the consultant recommend?

Answer: B

Explanation:
Explanation
https://www.salesforce.com/products/marketing-cloud/faq/


NEW QUESTION # 57
A nonprofit wants to predict the likelihood of a contact recurring donor.
What should the consultant recommend to meet

Answer: B


NEW QUESTION # 58
A nonprofit organization is using Cases in Salesforce for case management with its clients. The nonprofit organization wants to relate Cases for the same client to each other. How should the consultant advise the organization?

Answer: D

Explanation:
Using Case Hierarchy is the best way to relate Cases for the same client to each other in Salesforce. This allows the organization to see the connection between various Cases and manage them effectively. Here's how to set it up:
* Enable Case Hierarchy:
* Ensure that the Case Hierarchy feature is enabled in your Salesforce org. This is typically enabled by default.
* Create Parent and Child Cases:
* When creating or editing a Case, you can specify a parent Case using the "Parent Case" lookup field.
* For each new Case related to the same client, select the main Case as the parent.
* View Case Hierarchy:
* On the Case record page, click on "View Hierarchy" to see all related Cases in a hierarchical view.
* This allows you to easily track and manage all Cases related to a specific client.
By using Case Hierarchy, you can maintain a clear structure of all Cases related to a client and ensure they are appropriately connected and managed.
"Case Hierarchies" from Salesforce Help: Case Hierarchies
"Managing Cases in NPSP" from Salesforce.org: Case Management


NEW QUESTION # 59
A nonprofit organization has engaged a consultant to implement NPSP and has a large membership program it wants to manage in Salesforce. Which two things does the consultant need to set up to ensure that the membership rollups in NPSP will work properly?

Answer: C,D


NEW QUESTION # 60
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