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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

Section	Weight	Objectives
Domain Expertise	10%	- Explain the Salesforce Nonprofit Success Pack (NPSP) architecture 1. Understand relationships and affiliations 2. Understand Account and Contact models (Individual vs. Household accounts) - Explain the nonprofit landscape and Salesforce solutions 1. Identify key use cases for Nonprofit Cloud 2. Understand basic nonprofit terminology
Marketing and Engagement	12%	- Design and implement engagement strategies 1. Email marketing journeys 2. Audience segmentation - Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts 1. Engagement Studio 2. Lead scoring and grading
Program and Service Delivery	15%	- Configure and implement program management 1. Track client services and outcomes 2. Manage program benefits - Explain the data model for programs 1. Service delivery and client management 2. Programs, program engagements, and program cohorts
Constituent Engagement	8%	- Explain strategies for constituent engagement 1. Manage events 2. Manage volunteers - Configure and implement constituent management 1. Affiliations 2. Household and organizational relationships
Implementation Strategies and Best Practices	20%	- Identify the appropriate solution for a given scenario 1. When to use standard objects vs. NPSP objects 2. When to use declarative vs. custom solutions - Design and implement solutions for common nonprofit business processes 1. Configure volunteer management 2. Configure program and event management 3. Configure donor management
Analytics and Reporting	15%	- Configure and implement reports and dashboards 1. NPSP reports and dashboards 2. Custom report types - Explain reporting and dashboard strategies 1. Fundraising reports 2. Program and volunteer reports
Fundraising	20%	- Explain the data model and functionality for fundraising 1. Understand Gift Entry and processing 2. Manage Opportunities and Recurring Donations 3. Manage Campaigns and Campaign Members - Configure and implement fundraising features 1. Donation rollups and soft credits 2. Matching gifts

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q54-Q59):

NEW QUESTION # 54
A nonprofit wants to segment its constituents based on their donations from the prior fiscal year. The nonprofit wants to include only onetime gifts it received.
Which NPSP feature should the consultant use to meet this requirement?

A. Engagement Plans
B. Levels
C. Customizable Rollups
D. Advanced Mapping

Answer: C

Explanation:
To segment constituents based on their one-time donations from the prior fiscal year, the nonprofit should use Customizable Rollups in NPSP:
* Customizable Rollups:
* Customizable Rollups in NPSP allow nonprofits to create custom rollup fields that aggregate data based on specific criteria, such as donation type and date range.
* These rollups can be configured to include only one-time gifts received during the prior fiscal year.
* Setting Up Rollups:
* Navigate to NPSP Settings.
* Go to "Donations" and then "Customizable Rollups."
* Create a new rollup that sums one-time donations within the specified date range (the prior fiscal year).
* Use this rollup field to segment and analyze constituents based on their donation history.
* Reporting and Segmentation:
* Use the rollup field in reports and list views to segment constituents and analyze their giving patterns.
References:
Salesforce Nonprofit Success Pack (NPSP) Documentation: Customizable Rollups Salesforce Help: Creating and Managing Rollups

NEW QUESTION # 55
Which one do you like?

A. Create a custom currency field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
B. Create a custom text formula field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
C. Create a custom text field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation
D. Create a custom number field on the Contact and create a Customizable Rollup Filter using Donor Streak as the Operation

Answer: C

NEW QUESTION # 56
A nonprofit organization wants to automatically generate an Opportunity whenever a Lead is converted.
What should the consultant do to meet this requirement?

A. Install a third-party app from the AppExchange that converts leads to any other object.
B. Write a trigger that automatically generates an Opportunity on Lead conversion.
C. Select the "Create an Opportunity on Lead Convert" checkbox in NPSP Settings.
D. Create a process using Process Builder that will automatically create an Opportunity on Lead Conversion.

Answer: C

NEW QUESTION # 57
A nonprofit organization wants a report that compares giving at a consistent point in time from year to year.
Now should the consultant set this up?

A. Set up a Reporting Snapshot on Opportunities.
B. Create a joined report showing the two years side by side.
C. Run the NPSP Account SYBUNT and Contact SYBUNT reports.
D. Create a matrix report bucketing the dates you wish to compare.

Answer: A

NEW QUESTION # 58
A nonprofit organization uses a vendor for direct mail, and receives a monthly spreadsheet from it with donor information, donation amounts, and the solicitation campaign that the donation was in response to.
How can this information can be entered and de-duplicated against existing individuals in the Nonprofit Success Pack (NPSP)?

A. Use the Salesforce Import Wizard to upload the spreadsheet and then de-duplicate records using the NPSP Contact Merge tool.
B. Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Campaigns.
C. Upload the spreadsheet using the NPSP Data Importer and associate the individuals with Opportunities and Recurring Donations.
D. Use the Salesforce Data Loader to upload the spreadsheet and then manually check for duplicates and use the NPSP Contact Merge tool to de-duplicate records.

Answer: B

Explanation:
To efficiently enter and de-duplicate donor information received from a vendor's monthly spreadsheet, the NPSP Data Importer is the recommended tool. This tool helps in importing data and associating individuals with Opportunities and Campaigns while handling deduplication. Here's how to do it:
Prepare the Spreadsheet:
Ensure the spreadsheet contains columns for donor information, donation amounts, and solicitation campaign details.
Access NPSP Data Importer:
Go to the App Launcher.
Search for and open "NPSP Data Importer".
Configure the Data Importer:
Map the columns in your spreadsheet to the corresponding fields in Salesforce, such as Contact, Opportunity, and Campaign fields.
Ensure the NPSP Data Importer settings are configured to check for duplicates based on criteria like email or name.
Upload the Spreadsheet:
Upload the prepared spreadsheet to the NPSP Data Importer.
Review and confirm the data mapping.
Run the Import:
Run the import process.
The Data Importer will create new records and update existing ones, associating Opportunities with Contacts and linking them to the appropriate Campaigns.
Verify and Clean Up:
Use the NPSP Contact Merge tool to handle any potential duplicates that might have been missed.
Verify that all data has been imported correctly.
Reference:
"NPSP Data Importer" from Salesforce Help: NPSP Data Importer
"Managing Duplicates with NPSP" from Salesforce.org: Managing Duplicates

NEW QUESTION # 59
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