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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
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
Fundraising20%- Explain the data model and functionality for fundraising
  • 1. Manage Opportunities and Recurring Donations
  • 2. Understand Gift Entry and processing
  • 3. Manage Campaigns and Campaign Members
- Configure and implement fundraising features
  • 1. Donation rollups and soft credits
  • 2. Matching gifts
Implementation Strategies and Best Practices20%- Design and implement solutions for common nonprofit business processes
  • 1. Configure program and event management
  • 2. Configure volunteer 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
Analytics and Reporting15%- Explain reporting and dashboard strategies
  • 1. Fundraising reports
  • 2. Program and volunteer reports
- Configure and implement reports and dashboards
  • 1. Custom report types
  • 2. NPSP reports and dashboards
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 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
Constituent Engagement8%- Configure and implement constituent management
  • 1. Affiliations
  • 2. Household and organizational relationships
- Explain strategies for constituent engagement
  • 1. Manage volunteers
  • 2. Manage events

>> Sample Nonprofit-Cloud-Consultant Questions <<

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q83-Q88):

NEW QUESTION # 83
A nonprofit wants to integrate its existing proprietary event management system with Salesforce. The nonprofit wants to automatically send event and attendee data from its external system and create Campaigns and Campaign Members in Salesforce on a daily basis.
What should the consultant recommend?

Answer: C

Explanation:
Explanation
https://www.freecram.com/question/Salesforce.Nonprofit-Cloud-Consultant.v2021-01-10.q37/a-nonprofit-organ


NEW QUESTION # 84
The admin at a nonprofit is implementing Salesforce Shield in its org to enable field platform encryption.
What are three NPSP considerations when implementing Shield Platform Encryption?
Choose 3 answers

Answer: A,B,D

Explanation:
When implementing Salesforce Shield Platform Encryption with NPSP, there are several key considerations:
* Role Name Field on Partial Soft Credit Object:
* If the Role Name field on the NPSP Partial Soft Credit object is encrypted, the nightly Soft Credit rollups will fail. This is because the rollup process relies on accessing this field, and encryption can interfere with its functionality.
* MergeContacts List Button:
* The NPSP MergeContacts list button on Contact list views will fail if the Contact Name is encrypted. The merging process requires access to the Contact Name to identify and merge records accurately, which encryption can prevent.
* Custom Unique Id Matching:
* NPSP Data Import cannot perform Custom Unique Id matching on Accounts and Contacts if the field used for matching is encrypted. This limitation arises because the encryption prevents the import process from accurately comparing and matching the encrypted values.
These considerations highlight the impact of encryption on certain NPSP functionalities, and it is important to plan accordingly when implementing Shield Platform Encryption.
References:
Salesforce Shield Platform Encryption Documentation
Nonprofit Success Pack (NPSP) Documentation on Data Import and Soft Credits


NEW QUESTION # 85
A nonprofit using Volunteers for Salesforce on their website wants their volunteers to be able to update their contact information.
What does the consultant need to configure to make this possible?

Answer: D

Explanation:
To allow volunteers to update their contact information on the nonprofit's website using Volunteers for Salesforce (V4S), follow these steps:
Access Setup:
Navigate to Setup in Salesforce.
Enable Guest User Permissions:
Go to Sites and Domains > Sites.
Click on the site label for your volunteer portal.
Click on Public Access Settings.
Under Field Permissions, make sure the necessary fields (like Contact fields) have the correct read and write permissions for the guest user profile.
Grant Guest Users Update Access:
Ensure that "Grant Guest Users Update Access" is checked. This setting allows guest users, typically those who access your site without logging in, to update certain fields like their contact information.
Test the Configuration:
As a volunteer, navigate to the relevant page on the nonprofit's website.
Test updating the contact information to ensure that the changes are correctly reflected in Salesforce.
This configuration allows volunteers to update their contact details directly from the website, ensuring that the information in Salesforce is always up-to-date.
Reference:
Salesforce Help Documentation: Sites and Public Access Settings.


NEW QUESTION # 86
A nonprofit wants its staff to spend most of their time in Salesforce, but the staff needs access to several other applications as well. The nonprofit wants a solution that allows staff to use other applications without leaving Salesforce. How should the consultant integrate these applications?

Answer: C

Explanation:
When a nonprofit organization needs to integrate external third-party applications into the Salesforce user interface while maintaining a seamless "single pane of glass" experience, Salesforce Canvas is the specialized tool designed for this purpose.
How Salesforce Canvas Works:
* Application Encapsulation: Canvas allows a consultant to take an existing external web application (such as a legacy accounting tool, a specialized document management system, or a custom program tracking app) and "embed" it directly within Salesforce.
* Authentication and Identity: Unlike a simple <iframe>, Canvas provides a secure way to handle authentication. It can pass the current Salesforce user's identity and session information to the external app, enabling Single Sign-On (SSO). This means staff don't have to log in a second time.
* Bi-directional Communication: Canvas provides a JavaScript API that allows the external application to communicate with the Salesforce record it is sitting on. For example, an external billing app embedded on a Person Account page can "read" the Account ID and "write" a status update back to Salesforce.
* Placement: The consultant can place the Canvas app in the Utility Bar, as a tab on a record page, or even within a Chatter feed.
Why other options are incorrect:
* External Objects/Data Sources (Option A & B): These are part of Salesforce Connect. They are used to view and query external data as if it were stored in Salesforce tables, but they do not provide a way to "use" the full interface and logic of the external application itself.
* Distributed Marketing (Option D): This is a specific tool for Marketing Cloud integration and has no relation to general application embedding.
By implementing Salesforce Canvas, the consultant ensures that staff remain productive within the Salesforce ecosystem while still having full access to the external tools necessary for their daily mission- driven work.


NEW QUESTION # 87
A volunteer manager at a nonprofit organization needs to be able to search for volunteers with landscaping skills who are available at a given time. The organization is using Volunteers for Salesforce. What should the consultant advise?

Answer: B

Explanation:
For a volunteer manager to search for volunteers with specific skills and availability using Volunteers for Salesforce, the following steps can be advised:
* Use the Find Volunteers Tab:
* Click on the "Find Volunteers" tab in Salesforce.
* Filter Criteria:
* Fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the required values:
* Volunteer Status: Select the appropriate status (e.g., Active, Available).
* Volunteer Availability: Specify the dates and times the volunteer is available.
* Volunteer Skills: Include landscaping or other required skills.
* Hit Search:
* Click on the "Search" button to retrieve the list of volunteers matching the criteria.
* Review and Contact Volunteers:
* Review the list of volunteers who meet the criteria.
* Use the contact information provided to reach out to the suitable volunteers for the specific task.
This method leverages the built-in search functionalities in Volunteers for Salesforce, providing an efficient way to find and manage volunteers based on specific needs.
Volunteers for Salesforce Documentation: Finding and Managing Volunteers Salesforce Trailhead: Volunteers for Salesforce


NEW QUESTION # 88
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