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Salesforce NP-Con-101 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Analytics5%- Reporting and Insights
  • 1. Campaign tracking and engagement measurement
    • 2. Salesforce reporting for nonprofits
      Topic 2: Implementation Strategies and Best Practices- NPSP Configuration and Setup
      • 1. Household Account Model implementation
        • 2. Install and configure Nonprofit Success Pack
          - Project Delivery
          • 1. Consulting best practices for nonprofit implementations
            • 2. Risk identification and mitigation
              Topic 3: Domain Expertise20%- Nonprofit Solution Identification
              • 1. Program and volunteer management solutions
                • 2. Fundraising and donor management solutions
                  • 3. Trailhead, AppExchange, and Community resources
                    • 4. Marketing and engagement solutions
                      Topic 4: Integration and Data Management15%- Data Handling
                      • 1. Data quality and deduplication concepts
                        • 2. Data import and migration strategies
                          Topic 5: Solution Design20%- Architecture Design
                          • 1. Design scalable nonprofit data models
                            • 2. Align solutions to nonprofit business requirements

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                              Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q222-Q227):

                              NEW QUESTION # 222
                              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

                              Answer: A,D

                              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 # 223
                              A nonprofit wants to collect information online about volunteers who are new to the nonprofit, including names and contact details, skill sets, and availability. The nonprofit already uses NPSP and Volunteers for Salesforce and wants to create a report with this information.
                              What are two ways the consultant can meet the requirement?
                              Choose 2 answers

                              Answer: A,D

                              Explanation:
                              To collect information online about new volunteers, including names, contact details, skill sets, and availability, and create a report with this information, the following solutions are recommended:
                              Collect Contact Information During Job Sign Up:
                              Use the Job Listings feature in Volunteers for Salesforce to capture volunteer information during the job sign-up process.
                              Ensure that the sign-up form includes fields for contact details, skill sets, and availability.
                              Steps to Set Up Job Listings:
                              Navigate to the Volunteers for Salesforce setup.
                              Configure job listings and ensure the sign-up forms capture all necessary information.
                              Add the Volunteer Sign Up Form to the Nonprofit's Website:
                              Create a Volunteer Sign Up form and embed it on the nonprofit's website.
                              Use the Volunteers for Salesforce Web-to-Volunteer feature to automatically capture and create records in Salesforce.
                              Steps to Set Up Web-to-Volunteer:
                              Go to Volunteers for Salesforce settings.
                              Set up the Web-to-Volunteer form with the required fields.
                              Embed the form on the nonprofit's website.
                              These methods ensure that all relevant volunteer information is captured and stored in Salesforce, allowing for easy reporting and management.
                              Volunteers for Salesforce Documentation
                              Salesforce Help: Setting Up Web-to-Volunteer Forms
                              Top of Form
                              Bottom of Form


                              NEW QUESTION # 224
                              A nonprofit organization is using NPSP to manage its contacts and their families. What should the consultant recommend about adding other common connections such as siblings and deceased and divorced spouses?

                              Answer: C

                              Explanation:
                              In the Nonprofit Success Pack (NPSP), managing various relationships such as siblings, deceased, and divorced spouses involves using the Relationship object. This object is specifically designed to track and manage the different types of personal relationships between Contacts.
                              Relationships in NPSP:
                              The Relationship object allows you to define and track various types of personal connections between Contacts.
                              This includes familial relationships such as siblings, as well as marital statuses such as deceased and divorced spouses.
                              Adding Relationships Manually:
                              Navigate to the Contact record where you want to add a relationship.
                              In the Relationships related list, click "New Relationship."
                              Fill out the necessary fields, including the Related Contact and the Relationship Type (e.g., Sibling, Deceased Spouse, Divorced Spouse).
                              Save the relationship record.
                              Why Manual Entry:
                              Manual entry ensures accuracy and allows customization for each specific relationship.
                              Automated or bulk processes might not accurately capture the nuances of each relationship type.
                              Use Cases:
                              For siblings, you would manually create a Relationship record linking the two sibling Contacts.
                              For deceased or divorced spouses, create a Relationship record and select the appropriate relationship type to reflect the status.
                              Benefits:
                              Provides a clear and structured way to manage complex personal relationships.
                              Enhances reporting and analysis of donor and constituent relationships.
                              CertGod Nonprofit Cloud Consultant study guide: "Add them as Relationship entries manually".


                              NEW QUESTION # 225
                              A consultant is migrating historic donation records into a nonprofit's Salesforce org. Many of these donations were paid in multiple installments.
                              What should the consultant do to correctly match the Payments to the Opportunities?

                              Answer: D

                              Explanation:
                              When migrating historic donation records into a nonprofit's Salesforce org where many of these donations were paid in multiple installments, it is important to ensure that the Payments are correctly matched to the Opportunities. The correct approach involves using the "Do Not Automatically Create Payment" field:
                              Check the Do Not Automatically Create Payment Field:
                              When importing historic donations, check the "Do Not Automatically Create Payment" field on the Opportunities.
                              This prevents Salesforce from automatically creating Payments for these Opportunities, which allows you to manually enter the correct Payments that match the historic installment records.
                              Manually Create Payments:
                              After importing the Opportunities with the "Do Not Automatically Create Payment" field checked, manually create Payment records that correspond to each installment.
                              Ensure each Payment is correctly associated with the corresponding Opportunity.
                              Validation:
                              Validate the imported data to ensure all Payments are correctly matched with the Opportunities.
                              This method ensures that the historic donation records with multiple installments are accurately represented in Salesforce.
                              Salesforce Nonprofit Success Pack (NPSP) Documentation: Managing Payments and Opportunities.
                              Salesforce Help: Data Import Guidelines.


                              NEW QUESTION # 226
                              A nonprofit runs a large scholarship program for high-school graduates. It wants to use Salesforce to help with accepting external scholarship applications, reviewing processes, and tracking requirements.
                              Which two solutions should the consultant recommend to meet this requirement?
                              Choose 2 answers

                              Answer: C,D

                              Explanation:
                              To help a nonprofit run a large scholarship program using Salesforce for accepting external scholarship applications, reviewing processes, and tracking requirements, the following solutions are recommended:
                              Experience Cloud:
                              Experience Cloud allows the nonprofit to create a community or portal where external applicants can submit their scholarship applications.
                              It provides a user-friendly interface for applicants and reviewers to interact with the application process.
                              Steps to Implement Experience Cloud:
                              Set up an Experience Cloud site and customize it to match the nonprofit's branding.
                              Create forms and pages for application submission.
                              Enable user roles and permissions to control access for applicants and reviewers.
                              Outbound Funds Module:
                              The Outbound Funds Module (OFM) is specifically designed to manage the distribution of funds, such as scholarships.
                              It allows for tracking applications, managing review processes, and ensuring compliance with scholarship requirements.
                              Steps to Implement Outbound Funds Module:
                              Install and configure the Outbound Funds Module from the AppExchange.
                              Set up funding programs, grant types, and application criteria.
                              Use OFM's built-in features to manage the review and approval workflows.
                              These solutions provide a comprehensive and integrated approach to managing the scholarship program within Salesforce.
                              Salesforce Experience Cloud Documentation
                              Salesforce AppExchange: Outbound Funds Module
                              Nonprofit Success Pack (NPSP) Documentation


                              NEW QUESTION # 227
                              ......

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