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| Section | Weight | Objectives |
|---|
| Topic 1: Domain Expertise | 10% | - 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 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
|
| Topic 3: Constituent Engagement | 8% | - 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: Fundraising | 20% | - 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 Delivery | 15% | - 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 Reporting | 15% | - 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 Practices | 20% | - 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?
- A. Create a web-to-case form in Salesforce with the fields needed to capture the information asked for on the form.
- B. Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.
- C. Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.
- D. Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.
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?
- A. PSP and Experience Cloud
- B. NPSP and Marketing Cloud
- C. NPSP and Pardot
- D. NPSP and Social Studio
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
- A. Implement NPSP Enhanced Recurring Donations
- B. Implement Einstein for Nonprofits
- C. Create a Customizable Rollup Field for number
- D. Create NPSP Levels for number of donations
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?
- A. Create a custom object that connects Cases to each other with two Case lookup fields and add a check box field to designate the parent Case.
- B. Create a custom field for an ID number and assign the same number to all cases that need to be connected
- C. Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.
- D. Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases
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?
- A. Ensure there is a custom field created for Membership Amount and selected for membership rollups
- B. Check that the grace period is set up for memberships.
- C. Check that the membership record type is selected for membership rollups.
- D. Ensure there is an Opportunity record type set up for memberships
Answer: C,D
NEW QUESTION # 60
......
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