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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Program and Service Delivery15%- 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
Domain Expertise10%- 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)
Marketing and Engagement12%- Explain Marketing Cloud Account Engagement (formerly Pardot) integration concepts
  • 1. Lead scoring and grading
  • 2. Engagement Studio
- Design and implement engagement strategies
  • 1. Audience segmentation
  • 2. Email marketing journeys
Constituent Engagement8%- Configure and implement constituent management
  • 1. Household and organizational relationships
  • 2. Affiliations
- Explain strategies for constituent engagement
  • 1. Manage events
  • 2. Manage volunteers
Analytics and Reporting15%- Configure and implement reports and dashboards
  • 1. Custom report types
  • 2. NPSP reports and dashboards
- Explain reporting and dashboard strategies
  • 1. Fundraising reports
  • 2. Program and volunteer reports
Implementation Strategies and Best Practices20%- Design and implement solutions for common nonprofit business processes
  • 1. Configure donor management
  • 2. Configure volunteer management
  • 3. Configure program and event management
- 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
Fundraising20%- Configure and implement fundraising features
  • 1. Matching gifts
  • 2. Donation rollups and soft credits
- 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

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q25-Q30):

NEW QUESTION # 25
A nonprofit needs to send automated renewal emails on a 30/60/90/180-day cadence. Each email template needs to be different based on the members' website visits.
Which solution should a consultant recommend?

Answer: B


NEW QUESTION # 26
A nonprofit organization needs to suspend a recurring donation for a donor who has requested a temporary break.
Which Nonprofit Cloud invocable action should the organization use?

Answer: B


NEW QUESTION # 27
A nonprofit stores a government-issued personal identification number on each constituent's Contact record in an encrypted field.
What should a consultant enable on a Permission Set to ensure the personal identification number is fully accessible by a subset of org users'?

Answer: A

Explanation:
Explanation
https://trailhead.salesforce.com/content/learn/modules/spe_admins/spe_admins_set_up


NEW QUESTION # 28
A nonprofit wants to integrate its existing proprietary event management system with Salesforce. The nonprofit wants to automatically send event and attendee data from its external system and create Campaigns and Campaign Members in Salesforce on a daily basis.
What should the consultant recommend?

Answer: B

Explanation:
To integrate an existing proprietary event management system with Salesforce and automatically send event and attendee data daily, the consultant should recommend using a middleware tool. Middleware tools facilitate the integration between different systems, enabling seamless data transfer and synchronization.
Key Benefits:
Automation: Middleware tools can automate data transfers, ensuring that event and attendee data is regularly updated in Salesforce.
Customization: Middleware solutions offer customizable integration workflows to meet specific business requirements.
Steps to Implement:
Select a Middleware Tool:
Choose a middleware tool that supports integration with both the proprietary event management system and Salesforce (e.g., MuleSoft, Zapier, or Dell Boomi).
Configure Integration:
Set up the integration workflows in the middleware tool to map data fields between the event management system and Salesforce.
Schedule the data transfers to occur daily, ensuring that event and attendee data is consistently updated.
Reference:
Salesforce Integration Patterns and Best Practices
Middleware Tool Documentation (e.g., MuleSoft, Zapier, Dell Boomi)


NEW QUESTION # 29
A development associate using NPSP wants to add the Check/Reference Number on a report but does not see that field in the Report Builder. What should the consultant advise?

Answer: A

Explanation:
If the Check/Reference Number field is not visible in the report builder, the consultant should check if there is a custom field named "Check/Reference Number" on the Payments object. Here's how to proceed:
Verify Custom Fields on Payments Object:
Navigate to Setup.
In the Object Manager, select "Payment".
Click on "Fields & Relationships".
Look for a custom field named "Check/Reference Number".
Ensure Field is Included in Report Type:
Go to the Report Builder.
Verify that the report type being used includes the Payments object.
If the report type does not include Payments, create or use a report type that does.
Add Field to Report Layout:
In the Report Builder, ensure the "Check/Reference Number" field is added to the report layout.
Drag and drop the field into the columns of your report.
By ensuring that the custom field is present on the Payments object and included in the report type, the development associate can successfully add the Check/Reference Number to their report.
Reference:
Salesforce Documentation: Custom Fields
Salesforce Trailhead: Create Reports with the Report Builder


NEW QUESTION # 30
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