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Salesforce NP-Con-101 Exam Syllabus Topics:

SectionWeightObjectives
Fundraising and Donation Management22%- Donation and payment processing
  • 1. One-time and recurring donations
  • 2. Soft credits and matching gifts
  • 3. Payment gateway integration
- Gift management and acknowledgement
  • 1. Donation lifecycle tracking
  • 2. Receipting and acknowledgement processes
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. Contact relationships and affiliations
  • 2. NPSP object structure and relationships
  • 3. Household and account models
Program and Service Delivery18%- Case management and client services
  • 1. Service delivery tracking
  • 2. Nonprofit Cloud Case Management integration
- Program Management Module (PMM)
  • 1. Participant tracking and outcomes
  • 2. Programs, engagements, and services
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
Data Management and Quality15%- Duplicate management and data cleaning
  • 1. Matching rules and deduplication
  • 2. Data validation and governance
- Data import and export
  • 1. NPSP Data Import Tool vs Data Loader
  • 2. Bulk data operations
Reporting and Analytics5%- NPSP-specific reports and dashboards
  • 1. Household and donor analytics
  • 2. LYBUNT, SYBUNT, and giving reports

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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q204-Q209):

NEW QUESTION # 204
A nonprofit organization wants to manage its social media presence by being able to listen to what constituents are saying about the organization on social media, measure its impact, and manage it from a mobile app. What should the consultant recommend?

Answer: D

Explanation:
For managing social media presence, listening to constituents, measuring impact, and managing activities from a mobile app, Salesforce's Social Studio is the recommended tool.
Social Studio Overview:
Social Studio is a powerful social media management tool within Salesforce.
It provides capabilities for social listening, publishing, engagement, and analytics across multiple social media platforms.
Features and Capabilities:
Social Listening:
Monitor social media channels for mentions, comments, and conversations about the organization.
Identify trends and sentiment to understand constituent engagement and feedback.
Publishing:
Schedule and publish content across multiple social media platforms.
Manage social media campaigns and track their performance.
Engagement:
Interact with constituents directly from the platform.
Manage responses and engage with the audience in real-time.
Analytics:
Measure the impact of social media activities.
Use dashboards and reports to gain insights into engagement, reach, and sentiment.
Mobile App Management:
Social Studio includes a mobile app that allows users to manage social media activities on the go.
This ensures that social media management is not limited to the desktop and can be handled efficiently from anywhere.
Implementation:
Set up Social Studio within the Salesforce environment.
Configure social media accounts and start tracking and managing social media activities.
CertGod Nonprofit Cloud Consultant study guide: "Social Studio".


NEW QUESTION # 205
A consultant is setting up a governance framework as part of a nonprofit organization implementation.
Which three elements should be included in a Salesforce-recommended governance structure? Choose 3 answers

Answer: A,B,E

Explanation:
A Salesforce-recommended governance structure for nonprofit organizations ensures the implementation runs smoothly and effectively. It typically includes the following elements:
Release Management: This ensures that changes are systematically planned, tested, and deployed. It involves managing how new features and updates are rolled out to avoid disruption and ensure smooth transitions.
Rules of Engagement: These define how different stakeholders will interact with the system and with each other. It includes protocols and guidelines for communication, decision-making, and responsibilities.
Center of Excellence (CoE): This is a dedicated team or a hub of experts that provides leadership, best practices, research, support, and training. A CoE helps ensure that the organization is leveraging Salesforce effectively and efficiently.
Salesforce Nonprofit Cloud Implementation Guide
Salesforce Trailhead: Governance Framework


NEW QUESTION # 206
A nonprofit customer must conflict and store its clients' government-issued ID number. The consultant has set up a custom text field for the ID number. Which security solution should be used to protect this data?

Answer: C

Explanation:
To protect sensitive data like a government-issued ID number, encrypting the field and carefully managing access permissions is crucial. Here's a step-by-step guide on implementing this security solution:
Create the Custom Field:
Navigate to Setup.
In the Object Manager, select the relevant object (e.g., Contact).
Click on Fields & Relationships.
Create a new Text field for the government-issued ID number.
Enable Classic Encryption for Custom Fields:
In Setup, search for "Encryption Policy".
Enable "Encrypt Custom Fields".
Select the custom field you created for the government-issued ID and mark it for encryption.
Set Permissions:
Navigate to Setup.
Go to Profiles or Permission Sets.
Ensure only the necessary profiles/permission sets have the "View Encrypted Data" permission:
Click on the relevant Profile or Permission Set.
In System Permissions, enable "View Encrypted Data".
Assign this permission only to those users who need to interact with the government ID data.
Adjust Field-Level Security:
In the Object Manager, select the custom field for the government ID.
Click on "Set Field-Level Security".
Ensure the field is visible only to the necessary profiles.
Remove the field from page layouts for users who should not access it.
Test the Setup:
Log in as a user with access to the encrypted data to verify they can view and interact with the data.
Log in as a user without access to ensure they cannot see the encrypted field.
By following these steps, you ensure that the government-issued ID number is encrypted and only accessible to authorized personnel, thereby protecting sensitive client data effectively.
Salesforce Security Guide: Classic Encryption for Custom Fields
Salesforce Permission Sets: Managing Permissions


NEW QUESTION # 207
A nonprofit organization has a large number of duplicate contacts the consultant needs to clean up. What should the consultant recommend to handle duplicate clean up in bulk?

Answer: B

Explanation:
To handle duplicate cleanup in bulk for a nonprofit organization:
Third Party App from the AppExchange: There are several apps available on the Salesforce AppExchange specifically designed for bulk duplicate management and cleanup. These apps offer advanced features for identifying and merging duplicate contacts efficiently.
Ease of Use: These third-party apps provide user-friendly interfaces and automated processes to manage duplicates, making the cleanup process more efficient and less error-prone compared to manual methods.
Using a third-party app ensures a thorough and systematic approach to duplicate management.
Salesforce AppExchange: Duplicate Management Apps
Salesforce Trailhead: Managing Duplicate Records in NPSP


NEW QUESTION # 208
A nonprofit, who does a lot of mail appeals to donors, asks their consultant for the best solution to keep their constituents' addresses formatted properly to ensure the mail reaches them.
What should the consultant recommend?

Answer: D

Explanation:
For a nonprofit that does a lot of mail appeals to donors and wants to ensure addresses are formatted correctly, the consultant should recommend:
NPSP Address Management:
NPSP Address Management helps ensure that addresses are standardized and formatted correctly. It includes tools and processes to manage and validate addresses, thus reducing errors in mailings and improving delivery rates.


NEW QUESTION # 209
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