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Salesforce NP-Con-101 Exam Syllabus Topics:

Section	Weight	Objectives
Nonprofit Success Pack Overview and Architecture	15%	- NPSP settings and configuration framework 1. Global settings and customizations 2. Package configuration options - NPSP core components and data model 1. Household and account models 2. NPSP object structure and relationships 3. Contact relationships and affiliations
Solution Design and Implementation	20%	- Deployment and change management 1. Governance and maintenance best practices 2. Testing and deployment strategies - Requirements gathering and solution design 1. Aligning NPSP features with nonprofit needs 2. Declarative vs custom development
Data Management and Quality	15%	- Data import and export 1. Bulk data operations 2. NPSP Data Import Tool vs Data Loader - Duplicate management and data cleaning 1. Data validation and governance 2. Matching rules and deduplication
Reporting and Analytics	5%	- NPSP-specific reports and dashboards 1. LYBUNT, SYBUNT, and giving reports 2. Household and donor analytics
Program and Service Delivery	18%	- Program Management Module (PMM) 1. Programs, engagements, and services 2. Participant tracking and outcomes - Case management and client services 1. Service delivery tracking 2. Nonprofit Cloud Case Management integration
Fundraising and Donation Management	22%	- Donation and payment processing 1. One-time and recurring donations 2. Payment gateway integration 3. Soft credits and matching gifts - Gift management and acknowledgement 1. Donation lifecycle tracking 2. Receipting and acknowledgement processes

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Salesforce Certified Nonprofit Success Pack Consultant NP-Con-101 Prüfungsfragen mit Lösungen (Q197-Q202):

197. Frage
A consultant wants to test out new Nonprofit Cloud features coming out in the upcoming Salesforce release in their customs..
Which action must the consultant take to do this?

A. Refresh a preview instance sandbox during the sandbox preview period.
B. Refresh a preview Instance sandbox just prior to sandbox preview period.
C. Create a preview instance sandbox during the sandbox preview period.
D. Create a new sandbox during the sandbox preview period.

Antwort: A

Begründung:
To test new Nonprofit Cloud features coming out in the upcoming Salesforce release, follow these steps:
Identify the Sandbox Preview Period:
Salesforce announces preview periods before major releases. Check the Salesforce release calendar for the dates.
Refresh a Preview Instance Sandbox:
During the sandbox preview period, refresh one of your sandboxes. Ensure that you refresh an existing sandbox that is on a preview instance, or create a new sandbox if needed.
Verify the Sandbox Instance:
Make sure your sandbox is on a preview instance. Salesforce typically migrates sandboxes to preview instances for testing new features.
Test New Features:
Once the sandbox is refreshed, you can start testing the new Nonprofit Cloud features that will be included in the upcoming release.
Use the Release Notes and documentation provided by Salesforce to guide your testing.
This process allows you to evaluate new features before they are available in your production environment, ensuring a smooth transition and allowing time to address any potential issues.
Salesforce Sandbox Preview Guide: Sandbox Preview Instructions.

198. Frage
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 an Opportunity record type set up for memberships
B. Check that the grace period is set up for memberships.
C. Ensure there is a custom field created for Membership Amount and selected for membership rollups
D. Check that the membership record type is selected for membership rollups.

Antwort: A,D

Begründung:
To ensure that the membership rollups in NPSP work properly, the following settings need to be configured:
Check that the Membership Record Type is Selected for Membership Rollups:
Go to NPSP Settings.
Navigate to "Settings" -> "Donations" -> "Customizable Rollups".
Ensure that the membership record type is selected and configured to be included in the rollups. This allows NPSP to aggregate membership data correctly.
Ensure there is an Opportunity Record Type Set Up for Memberships:
Navigate to Setup -> Object Manager -> Opportunity.
Ensure there is a specific record type for memberships (e.g., "Membership Opportunity").
Configure this record type with the necessary fields and settings specific to membership tracking.
By ensuring these configurations are in place, NPSP can properly roll up membership data and provide accurate metrics for the organization.
"Customizable Rollups in NPSP" from Salesforce Help: Customizable Rollups
"Setting Up Opportunity Record Types" from Salesforce.org: Opportunity Record Types

199. Frage
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?

A. Click on the Find Volunteers tab and fill in the Volunteer Status, Volunteer Availability, and Volunteer Skills tabs with the values you're looking for and hit search
B. Create a list view on Contacts using a filter for those who have skills that include landscaping. Add the field for Volunteer Availability on the list view and sort by it to find those with landscaping skills who are available at the given time
C. Use the Volunteers Wizard to look for volunteers with landscaping skills and Volunteer Availability and choose those available at the given time
D. Create a report with the report type Contacts with Volunteer Hours and Volunteer Jobs. Filter the report by the Volunteer Job for landscaping and Volunteer Availability at the time the Volunteer Manager needs them

Antwort: A

Begründung:
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

200. Frage
A gift officer is entering donations and wants to track that the donor responded to the most recent direct mail campaign.
Which feature should the consultant configure to record the donor's campaign response?

A. Automatic Campaign Member Management
B. Customizable Campaign Influence
C. Custonwable Rollups
D. Sales Process

Antwort: A

Begründung:
https://trailhead.salesforce.com/en/content/learn/modules/campaign-management-with-nonprofit-success-pack/manage-campaign-responses To track that a donor responded to the most recent direct mail campaign, the consultant should configure the Automatic Campaign Member Management feature. This feature in NPSP helps automatically manage Campaign Memberships based on related opportunities, streamlining the process of tracking campaign responses.
Steps to Configure:
Enable Automatic Campaign Member Management:
Navigate to NPSP Settings -> Donations -> Campaigns.
Enable Automatic Campaign Member Management.
Link Opportunities to Campaigns:
Ensure that when entering donations, the related Opportunity records are linked to the appropriate Campaigns.
This linkage will automatically update the Campaign Member records to reflect the donor's response to the campaign.
Verify Campaign Membership:
Check the Campaign Member records to ensure that the donors are correctly marked as having responded to the campaign based on the linked Opportunities.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Track Campaign Responses with NPSP

201. Frage
The program manager of an after-school program wants to pull a report that shows all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email. The nonprofit is using NPSP.
Which custom report type should the consultant use to create the report?

A. Contacts with or without Service Participants
B. Service Participants with or without Program Engagement
C. Program Engagements with or without Household Account
D. Contacts with or without Relationships

Antwort: D

Begründung:
To pull a report showing all students in the program and their primary parent/guardian with the parent/guardian's cell phone and email, the consultant should use the "Contacts with or without Relationships" custom report type:
Custom Report Type:
Create a custom report type for "Contacts with or without Relationships." This report type allows you to include related records, such as relationships between students (Contacts) and their primary parent/guardian.
Include Relevant Fields:
In the report, include fields for the student (Contact Name), their primary parent/guardian (related Contact), and the parent/guardian's cell phone and email.
Use the Relationships object to link students to their primary parent/guardian.
Filters and Sorting:
Apply necessary filters to ensure only relevant records are included.
Sort and group the data as needed to provide a clear view of students and their primary parent/guardian information.
Salesforce Help: Custom Report Types
Nonprofit Success Pack (NPSP) Documentation: Managing Relationships

202. Frage
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