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Salesforce NP-Con-101 Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Analytics	5%	- Reporting and Insights 1. Salesforce reporting for nonprofits 2. Campaign tracking and engagement measurement
Topic 2: Domain Expertise	20%	- Nonprofit Solution Identification 1. Marketing and engagement solutions 2. Trailhead, AppExchange, and Community resources 3. Program and volunteer management solutions 4. Fundraising and donor management solutions
Topic 3: Implementation Strategies and Best Practices		- NPSP Configuration and Setup 1. Install and configure Nonprofit Success Pack 2. Household Account Model implementation - Project Delivery 1. Risk identification and mitigation 2. Consulting best practices for nonprofit implementations
Topic 4: Integration and Data Management	15%	- Data Handling 1. Data quality and deduplication concepts 2. Data import and migration strategies
Topic 5: Solution Design	20%	- Architecture Design 1. Align solutions to nonprofit business requirements 2. Design scalable nonprofit data models

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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q23-Q28):

NEW QUESTION # 23
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 gal a. The nonprofit uses Campaigns to track event attendance.
What should a consultant add to the report to exclude gala attendees?

A. Summary formula
B. Cross filter
C. Filter logic
D. Bucket field

Answer: B

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.
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 # 24
A consultant for a nonprofit needs to upload data that contains payments on existing opportunities in Salesforce using donation matching in the NPSP Data Importer.
After a gift is successfully matched to an existing record, which two updates may occur?
Choose 2 answers

A. The Stage of the Opportunity will change to Closed/Won.
B. The Opportunity amount will include the new payment amount.
C. A Payment will be added to the Opportunity.
D. The open Payment will be marked as Paid.

Answer: B,C

Explanation:
When using the NPSP Data Importer to upload data that contains payments on existing opportunities, and matching donations to existing records, the following updates may occur:
A Payment Will Be Added to the Opportunity:
When a gift is successfully matched to an existing Opportunity, a Payment record is created and associated with the Opportunity.
This reflects the new donation and updates the financial records accordingly.
The Opportunity Amount Will Include the New Payment Amount:
The total amount on the Opportunity will be updated to reflect the sum of the original amount and the new payment amount.
This ensures that the Opportunity accurately represents the total donations received.
These updates help maintain accurate and up-to-date financial records within Salesforce, reflecting all contributions accurately.
Salesforce NPSP Documentation: NPSP Data Importer
Salesforce Trailhead: Manage Donations with NPSP

NEW QUESTION # 25
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. Set up the Volunteers for Salesforce Volunteer Signup Form on the nonprofit's website.
B. Create a Chatter Group for prospective volunteers, assign them a Chatter Free license, and have users complete the form.
C. Set up the Volunteers for Salesforce Site Contact Information Site on the nonprofit's website.
D. Create a web-to-case form in Salesforce with the fields needed to capture the information asked for on the form.

Answer: A

Explanation:
To allow prospective volunteers to fill out their volunteer application online:
Set up the Volunteers for Salesforce Volunteer Signup Form: This form can be embedded on the nonprofit's website, allowing prospective volunteers to submit their information directly into Salesforce.
This approach leverages the existing Volunteers for Salesforce functionality, making it easy to capture and manage volunteer applications.
Salesforce Volunteers for Salesforce Documentation
Salesforce Trailhead: Setting Up Volunteers for Salesforce

NEW QUESTION # 26
A nonprofit conducts background checks on all prospective volunteers. Only the volunteer manager and executive director should be able to access the fields related to background checks on the Contact object.
How should the consultant configure the security settings?

A. Create a Role for the volunteer manager under the executive director's Role and grant read, write access to those fields in the volunteer manager's role.
B. Assign the volunteer manager and executive director to a Public Group and grant the Public Group access to those fields.
C. Create a Permission Set that grants access to those fields and assign it to the volunteer manager and executive director.
D. Create a Sharing Rule that grants the volunteer manager and executive director access to the background check fields.

Answer: C

Explanation:
To restrict access to fields related to background checks on the Contact object so that only the volunteer manager and executive director can access them, the consultant should:
Create a Permission Set:
A permission set is a collection of settings and permissions that gives users access to various tools and functions.
Creating a permission set that includes access to the specific fields related to background checks allows for precise control over who can view and edit these fields.
Grant Field-Level Security:
Within the permission set, set field-level security to ensure only the specified users can view and edit the background check fields.
This ensures that sensitive information is only accessible to authorized personnel.
Assign the Permission Set:
Assign the permission set to the volunteer manager and executive director.
This approach provides flexibility and security, ensuring that only the designated users have the necessary access without altering the overall role hierarchy or creating unnecessary sharing rules.
Salesforce documentation on Permission Sets: Permission Sets
These solutions ensure efficient and secure handling of data and permissions within the Salesforce Nonprofit Cloud.

NEW QUESTION # 27
A nonprofit has been keeping track of donors' employers in a spreadsheet. The nonprofit has hired a consultant to upload data to the NPSP Affiliations object. What is the correct order for uploading the donors' employment information?

A. Upsert Organization Accounts, export Organization Account ID, upsert Contact record with Organization Account ID in the "Primary Affiliation" field
B. Insert Organization Accounts for the employer, insert Contact records for the donor, insert Affiliation records for the employment information
C. Upsert Contact records, export Contact ID, upsert Organization Accounts for employer with Organization Account ID in the "Primary Affiliation" field
D. Insert Affiliation records, export Contact records, export Account records, upsert Contact records

Answer: B

Explanation:
To correctly upload donors' employment information into the NPSP Affiliations object, the data should be imported in a specific order. Here's how to do it:
Insert Organization Accounts:
Start by inserting records for the employers (Organization Accounts).
Ensure each employer has a unique Account ID.
Insert Contact Records:
Next, insert the Contact records for the donors.
Make sure each Contact record has a unique Contact ID and is associated with the correct Account (if applicable).
Insert Affiliation Records:
Finally, insert Affiliation records to link the Contacts to their respective Organization Accounts (employers).
Include fields like Contact ID, Account ID (employer), and other relevant details such as role and status.
By following this order, you ensure that all necessary data relationships are correctly established in Salesforce.
"Managing Affiliations in NPSP" from Salesforce Help: Affiliations
"Data Import Best Practices" from Salesforce.org: Data Import

NEW QUESTION # 28
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