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| Section | Weight | Objectives |
|---|
| Marketing and Engagement | 12% | - 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
|
| 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
|
| 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 relationships and affiliations
- 2. Understand Account and Contact models (Individual vs. Household accounts)
|
| Fundraising | 20% | - Explain the data model and functionality for fundraising
- 1. Manage Campaigns and Campaign Members
- 2. Understand Gift Entry and processing
- 3. Manage Opportunities and Recurring Donations
- Configure and implement fundraising features
- 1. Matching gifts
- 2. Donation rollups and soft credits
|
| Implementation Strategies and Best Practices | 20% | - Identify the appropriate solution for a given scenario
- 1. When to use declarative vs. custom solutions
- 2. When to use standard objects vs. NPSP objects
- Design and implement solutions for common nonprofit business processes
- 1. Configure program and event management
- 2. Configure volunteer management
- 3. Configure donor management
|
| 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
|
| Program and Service Delivery | 15% | - Configure and implement program management
- 1. Manage program benefits
- 2. Track client services and outcomes
- Explain the data model for programs
- 1. Programs, program engagements, and program cohorts
- 2. Service delivery and client management
|
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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q20-Q25):
NEW QUESTION # 20
A nonprofit sends direct mail appeals via a third-party mail house. The nonprofit pulls a report from NPSP to send to the mail house with address information for each constituent who should receive an appeal. Some constituents prefer to receive mail at an address other than their primary household address.
How should a consultant access a list of those who do not reside at their household mailing address?
- A. Create a Campaign and run the Household Mailing List report.
- B. Create a Contacts and Accounts report and add a filter for Address Override = True.
- C. Create a custom report type for Addresses and a filter for Address Override = True.
- D. Create a Contacts and Accounts report and add a filter for Primary Address Type - Other.
Answer: B
Explanation:
https://powerofus.force.com/s/article/NPSP-Override-the-Default-Address-for-a-Contact
NEW QUESTION # 21
A nonprofit wants to send messages to Contacts stored in NPSP based on their connections to the nonprofit's corporate funders.
Which object should be connected with Contacts in a report type to meet this requirement?
- A. Accounts
- B. Affiliations
- C. Relationships
- D. Opportunities
Answer: B
Explanation:
To send messages to Contacts stored in the Nonprofit Success Pack (NPSP) based on their connections to the nonprofit's corporate funders, use the Affiliations object. Here's how to set it up:
* Understand Affiliations:
* Affiliations in NPSP track the relationships between Contacts and Accounts. They can indicate if a Contact is associated with a corporate funder.
* Set Up Affiliations:
* Ensure that all Contacts have their Affiliation records properly set up, linking them to the appropriate corporate funder Accounts.
* Create a Custom Report Type:
* Navigate to Setup > Report Types.
* Create a new custom report type with Affiliations as the primary object and Contacts as a related object.
* Build the Report:
* Go to the Reports tab and click "New Report."
* Select the custom report type you created.
* Add fields such as Contact Name, Affiliated Account Name, and any other relevant information.
* Filter the report to include only those Contacts who have affiliations with corporate funders.
* Send Messages:
* Use the report to create a Campaign or a mailing list.
* Use Salesforce or an integrated email platform to send targeted messages to the Contacts based on their corporate affiliations.
Salesforce Nonprofit Success Pack Documentation: Detailed instructions on managing Affiliations in NPSP.
NPSP Documentation.
These steps and references ensure that the nonprofit can effectively use Salesforce to meet its operational requirements while maintaining best practices and leveraging the capabilities of the Nonprofit Cloud.
NEW QUESTION # 22
What does a consultant need to enable and deploy before using Advanced Mapping in NPSP?
- A. Custom triggers
- B. Delegated Administration
- C. My Domain
- D. Customizable Rollups
Answer: D
Explanation:
Advanced Mapping is the powerful engine behind NPSP Gift Entry and the NPSP Data Importer. It allows consultants to map fields from a staging record to multiple objects (Account, Contact, Opportunity, etc.) simultaneously.
However, Advanced Mapping is architecturally dependent on the newer NPSP framework components.
Specifically, Salesforce documentation states that Customizable Rollups must be enabled and deployed before Advanced Mapping can be activated.
Step-by-Step Dependency Logic:
* Modernization: Customizable Rollups replaced the legacy "Legacy Rollups" and provide a more flexible way to calculate donor totals.
* Infrastructure: Both Customizable Rollups and Advanced Mapping utilize a shared set of underlying NPSP code resources. Enabling Customizable Rollups updates the database schema and triggers the necessary background processes that Advanced Mapping requires to function.
* Enabling Advanced Mapping: Once Customizable Rollups are active, the consultant can go to NPSP Settings > Bulk Data Processes > Advanced Mapping and toggle the feature on. The system will then perform a "deployment" of the mapping logic.
My Domain (Option C) is a general Salesforce requirement for Lightning components but is not the specific functional prerequisite for this NPSP feature. Custom Triggers (Option A) and Delegated Administration (Option B) are unrelated to the internal NPSP mapping engine dependencies.
NEW QUESTION # 23
A nonprofit needs to track key information for grants it applies for and receives, such as deadline dates, activity completion dates, and descriptions. In addition, the nonprofit wants to track actions completed and view the next deadline date on the Opportunity.
Which feature should the consultant recommend?
- A. Engagement Plans
- B. Deliverables
- C. Cases
- D. Tasks and Events
Answer: B
Explanation:
https://trailhead.salesforce.com/en/content/learn/modules/nonprofit-success-pack-administration-basics/understand-the-npsp-data-model
NEW QUESTION # 24
A nonprofit wants to deploy Nonprofit Cloud Case Management into its production org.
Which two prerequisites should be considered prior to installing Case Management?
Choose 2 answers
- A. Ensure Volunteers for Salesforce is properly configured
- B. Install NPSP
- C. Ensure appropriate licenses are provisioned
- D. Enable My Domain
Answer: C,D
NEW QUESTION # 25
......
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