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Salesforce NP-Con-101 Exam Syllabus Topics:

SectionWeightObjectives
Reporting and Analytics5%- NPSP-specific reports and dashboards
  • 1. Household and donor analytics
  • 2. LYBUNT, SYBUNT, and giving reports
Solution Design and Implementation20%- Requirements gathering and solution design
  • 1. Declarative vs custom development
  • 2. Aligning NPSP features with nonprofit needs
- Deployment and change management
  • 1. Governance and maintenance best practices
  • 2. Testing and deployment strategies
Program and Service Delivery18%- Case management and client services
  • 1. Nonprofit Cloud Case Management integration
  • 2. Service delivery tracking
- Program Management Module (PMM)
  • 1. Programs, engagements, and services
  • 2. Participant tracking and outcomes
Data Management and Quality15%- Duplicate management and data cleaning
  • 1. Data validation and governance
  • 2. Matching rules and deduplication
- Data import and export
  • 1. Bulk data operations
  • 2. NPSP Data Import Tool vs Data Loader
Nonprofit Success Pack Overview and Architecture15%- 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. Contact relationships and affiliations
  • 3. NPSP object structure and relationships
Fundraising and Donation Management22%- Donation and payment processing
  • 1. Payment gateway integration
  • 2. One-time and recurring donations
  • 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 Sample Questions (Q68-Q73):

NEW QUESTION # 68
A nonprofit is using NPSP with the default account model and settings. A user creates and saves a new Contact leaving the Account Name blank.
How does NPSP handle the Account?

Answer: B

Explanation:
When using NPSP (Nonprofit Success Pack) with the default account model and a new Contact is created without specifying an Account Name, NPSP automatically creates an Account with a household name.
Default Account Model in NPSP:
NPSP typically uses the Household Account Model by default.
This model groups individuals into households, making it easier to manage and report on donor families.
Automatic Account Creation:
If a Contact is created without an Account Name, NPSP automatically generates a Household Account.
The name of the Household Account is usually derived from the Contact's last name, formatted as "The [LastName] Household." Process:
Step 1: A user creates a new Contact record, leaving the Account Name field blank.
Step 2: Upon saving the Contact, NPSP checks for an existing Household Account.
Step 3: If no Household Account exists, NPSP creates a new Household Account using the Contact's last name.
Benefits:
Organization: Ensures that all Contacts are associated with an Account, maintaining data integrity.
Reporting: Facilitates household-level reporting and analytics.
CertGod Nonprofit Cloud Consultant study guide: "An Account is created with a household name".


NEW QUESTION # 69
A nonprofit wants to send an event cancellation notice to 150 Salesforce contacts without a separate email service provider. It wants to manage bounces, resend the notice as needed, and view the send history on the Contact record.
Which option should a consultant recommend to meet the requirements?

Answer: A

Explanation:
https://powerofus.force.com/s/article/SFDO-BP-Pardot-Basics-for-Nonprofit-and-Education The "Send List Email" feature in Salesforce is ideal for sending emails to multiple contacts directly from Salesforce without needing a separate email service provider. It also allows managing bounces, resending emails, and tracking email history on Contact records.
Send List Email Overview:
This feature enables users to send emails to a list of contacts, leads, or campaign members directly from Salesforce.
It supports email templates and provides tracking capabilities.
Steps to Use Send List Email:
Step 1: Navigate to the Contacts or Leads tab.
Step 2: Create a list view that includes the contacts you want to email.
Step 3: Select the "Send List Email" button.
Step 4: Choose an email template, compose the email, and send it.
Managing Bounces and Send History:
Bounces: Salesforce tracks email bounces, and you can view bounce details on the individual contact records.
Send History: The history of sent emails, including opens and clicks, is tracked and visible on the Contact records.
Benefits:
Integrated Solution: No need for external email service providers.
Efficiency: Quickly send emails to multiple recipients and manage communications directly within Salesforce.
Tracking: Monitor email performance and follow up as needed.
CertGod Nonprofit Cloud Consultant study guide: "Send List Email".


NEW QUESTION # 70
A nonprofit organization needs to send a mailing to all clients to invite them to an informational session on its workforce development program. The organization wants to track who it was sent to and who responded. The organization is using the NPSP with the Household Account Model. What should a consultant advise them to do to accomplish this in Salesforce?

Answer: A

Explanation:
To send a mailing to all clients and track who was sent the invitation and who responded, you should use Campaigns in NPSP. Here's how to set it up:
Create a Campaign:
Navigate to the Campaigns tab.
Click "New Campaign" and fill out the necessary details such as Campaign Name (e.g., "Workforce Development Program Invite").
Filter List View for Clients:
Go to the Contacts tab.
Create a new list view or filter an existing one to include only clients. This might include adding filters for criteria that identify clients, such as specific Account Record Types or custom fields.
Add Contacts to Campaign:
Select all the clients in the list view.
Use the "Add to Campaign" button to add these Contacts to the previously created Campaign.
Track Responses:
After sending the invitations, track responses by updating the Campaign Member Status. This can be done manually or through an automated process if you have integrated email tracking.
Create a Campaign Report:
Go to the Reports tab.
Create a new report using the "Campaigns with Campaign Members" report type.
Filter the report to show the specific Campaign and the statuses of the Campaign Members (e.g., "Sent", "Responded").
This process ensures that the nonprofit can track who the invitations were sent to and who has responded, providing a clear view of the engagement for the workforce development program.
"Campaign Management in NPSP" from Salesforce Help: Campaign Management
"Creating and Managing Campaigns" from Salesforce.org: Campaigns Guide


NEW QUESTION # 71
A nonprofit organization recently completed a migration to a NPSP Salesforce org. The consultant wants to ensure that all the migrated Accounts use the same account model. What action should the consultant take?

Answer: D

Explanation:
After migrating to a Nonprofit Success Pack (NPSP) Salesforce org, it's essential to ensure that all migrated Accounts are consistent with the chosen account model. The Data Quality Analysis Dashboard is a vital tool for this purpose.
Data Quality Analysis Dashboard:
This dashboard provides comprehensive insights into data quality across the org.
It helps identify inconsistencies, missing data, and discrepancies in Account records.
Steps to Ensure Consistency:
Run the Data Quality Analysis Dashboard:
Navigate to NPSP Settings and select the Data Quality Analysis Dashboard.
Review the results to identify any Accounts that do not conform to the expected account model.
Address Identified Issues:
Correct any identified discrepancies by updating the Account records to align with the chosen model (e.g., Household Account Model).
Regular Monitoring:
Schedule regular runs of the Data Quality Analysis Dashboard to maintain data integrity over time.
Benefits of Consistency:
Ensures accurate reporting and analytics.
Improves data integrity and usability across the organization.
Facilitates better donor and constituent management.
Complementary Tools:
While the Data Quality Analysis Dashboard is primary, tools like the NPSP Health Check Tool and Salesforce Optimizer can provide additional insights into overall org health and performance.
CertGod Nonprofit Cloud Consultant study guide: "Run the Data Quality Analysis Dashboard".


NEW QUESTION # 72
A nonprofit has a large volume of contacts, accounts, and address records and wants to migrate all of its data into NPSP.
What are two considerations?
Choose 2 answers

Answer: A,D

Explanation:
When migrating a large volume of contacts, accounts, and address records into NPSP, the following considerations are important:
Managing Multiple Addresses:
NPSP allows for multiple addresses per contact or account, which can introduce additional complexity in managing and maintaining these records.
It is essential to have a clear strategy for handling primary, mailing, and other types of addresses to ensure data consistency and accuracy.
Data Storage Consumption:
Each address record consumes additional data storage in Salesforce.
Nonprofits should be aware of their data storage limits and plan accordingly to avoid running out of storage space.
Consider archiving old or inactive address records to manage storage usage efficiently.
These considerations help ensure a smooth data migration process and ongoing data management within NPSP.
Salesforce Help: Managing Addresses in NPSP
Nonprofit Success Pack (NPSP) Documentation: Data Management and Storage


NEW QUESTION # 73
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