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Salesforce NP-Con-101 Exam Syllabus Topics:

Section	Weight	Objectives
Nonprofit Success Pack Overview and Architecture	15%	- NPSP core components and data model 1. Contact relationships and affiliations 2. Household and account models 3. NPSP object structure and relationships - NPSP settings and configuration framework 1. Global settings and customizations 2. Package configuration options
Reporting and Analytics	5%	- NPSP-specific reports and dashboards 1. LYBUNT, SYBUNT, and giving reports 2. Household and donor analytics
Fundraising and Donation Management	22%	- 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. Receipting and acknowledgement processes 2. Donation lifecycle tracking
Solution Design and Implementation	20%	- Deployment and change management 1. Testing and deployment strategies 2. Governance and maintenance best practices - Requirements gathering and solution design 1. Aligning NPSP features with nonprofit needs 2. Declarative vs custom development
Program and Service Delivery	18%	- Case management and client services 1. Nonprofit Cloud Case Management integration 2. Service delivery tracking - Program Management Module (PMM) 1. Participant tracking and outcomes 2. Programs, engagements, and services
Data Management and Quality	15%	- 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

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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q97-Q102):

NEW QUESTION # 97
A data administrator at a small nonprofit has 3 profile that allows them to Read, Create, Edit, and Delete on all objects. The staff member receives an error when attempting to merge three duplicate contacts.
What should the consultant recommend to resolve this issue?

A. Make the staff member a system admin.
B. Tell the staff member to merge Contacts from the View Duplicates component.
C. Tell the staff member to select only two instead of three contacts when using Contact Merge.
D. Create a Permission Set with Modify All on Contacts and Accounts and assign it to the staff member.

Answer: D

Explanation:
https://powerofus.force.com/s/article/NPSP-Merging-Contacts
When a staff member receives an error while attempting to merge duplicate contacts, it is often due to insufficient permissions. Creating a Permission Set with "Modify All" on Contacts and Accounts and assigning it to the staff member will grant the necessary permissions to perform merges. This Permission Set will override the default profile permissions and provide the required access to manage and merge contacts.
Steps:
Go to Setup > Permission Sets.
Click "New" to create a new Permission Set.
Name the Permission Set appropriately (e.g., "Contact Merge Permissions").
In the Permission Set, navigate to Object Settings.
Select Contacts and Accounts.
Check the "Modify All" checkbox for both objects.
Save the Permission Set.
Assign the Permission Set to the staff member by navigating to the user's profile and adding the Permission Set.
CertGod Nonprofit Cloud Consultant Guide: Discusses the importance of appropriate permissions for merging records.
Salesforce Documentation on Permission Sets: Details the steps for creating and assigning Permission Sets.

NEW QUESTION # 98
A nonprofit using NPSP wants to track fundraising, courses, and training participation in Salesforce.
What should the consultant discuss with the nonprofit?

A. Add Volunteers for Salesforce to track courses and training participation.
B. Use Engagement Plans for donor engagement that includes courses and training participation.
C. Add Program Management Module to track courses and training participation.
D. Use Education Data Architecture to track fundraising, courses, and training participation.

Answer: C

Explanation:
The Program Management Module (PMM) in Salesforce is designed to help nonprofits manage their programs and services, including tracking participation in courses and training. PMM provides the necessary tools and features to capture and report on the various activities and outcomes associated with the programs run by the nonprofit.
Key Features:
Service Delivery Tracking: PMM allows for detailed tracking of services provided, including courses and training sessions.
Customizable Program Management: Nonprofits can configure PMM to meet their specific needs for managing programs and tracking participant engagement.
Steps to Implement PMM:
Install PMM:
Go to the Salesforce AppExchange and install the Program Management Module.
Set Up Programs and Services:
Define programs and related services within PMM to reflect the courses and training offerings.
Track Participation:
Use the PMM features to log and manage participant data, track attendance, and monitor outcomes.
Salesforce Program Management Module Documentation
Salesforce Trailhead: Program Management for Nonprofits
Note: While the Education Data Architecture (EDA) is tailored for educational institutions and managing student data, it is not specifically designed for nonprofits focusing on fundraising and program management like NPSP and PMM. Therefore, PMM is the more appropriate solution for tracking courses and training participation alongside fundraising activities in a nonprofit context.

NEW QUESTION # 99
A development associate received a corporate matching gift that the original donor did not indicate was to be matched.
Which solution should the consultant recommend?

A. Select Find Matched Gifts and click on the Find More Gifts button.
B. Select Manage Soft Credits and change the Role for the donor.
C. Create a Lightning quick action declaratively.
D. Create a Contact lookup field on the Opportunity object.

Answer: A

Explanation:
When a corporate matching gift is received and the original donor did not indicate that it was to be matched, the consultant should recommend using the "Find Matched Gifts" feature. This feature helps in identifying and linking the matching gift to the original donation:
Select Find Matched Gifts: This option is available within the Nonprofit Success Pack (NPSP) and is designed to help match donations.
Click on the Find More Gifts button: This button will allow the development associate to search for and match the original donation with the corporate matching gift.
This process ensures that all matched gifts are accurately recorded and credited appropriately.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Matching Gifts in NPSP

NEW QUESTION # 100
How can a user differentiate between a Contact's Account and Primary Affiliation under the Household Account model?

A. A Contact's Account is where they live, a Contact's Primary Affiliation is where they work.
B. A Contact's Account is the same as a "bucket" where all Contacts are associated, a Contact's Primary Affiliation is the Contact's Household.
C. A Contact's Account is the same as the Contact record, a Contact's Primary Affiliation is the Contact's Household.
D. A Contact's Account is where they work, a Contact's Primary Affiliation is where they live.

Answer: A

Explanation:
Under the Household Account model in Salesforce NPSP, a Contact's Account represents where they live, essentially their Household. The Primary Affiliation, on the other hand, indicates where they work or are affiliated professionally.
Household Account:
This is used to group individuals living at the same address into a single account.
All contacts associated with a Household share the same Account record, representing their home address and family unit.
Primary Affiliation:
This is a special relationship field in NPSP that links a Contact to an Organization or company where they work or have a significant relationship.
It allows nonprofits to track where their constituents are employed or connected professionally, separate from their residential information.
CertGod Nonprofit Cloud Consultant Guide

NEW QUESTION # 101
A nonprofit using Salesforce configured with Person Accounts has recently installed NPSP into its org.
Which two configurations should a consultant set to ensure that Person Accounts and NPSP can coexist?
Choose 2 answers

A. The default record type for profiles of any user who converts leads is different than the Person Account record type.
B. The Household record type in NPSP Settings is different than the Person Accounts record type.
C. Create a validation rule to prevent the creation of Person Accounts.
D. Remove permissions to Person Accounts for all profiles except System Admin.

Answer: A,B

Explanation:
To ensure that Person Accounts and NPSP can coexist within the same Salesforce org, follow these configurations:
Different Household Record Type in NPSP Settings:
Navigate to NPSP Settings.
Ensure that the Household record type specified in NPSP settings is different from the Person Account record type.
This prevents conflicts and ensures that NPSP correctly distinguishes between Household Accounts and Person Accounts.
Default Record Type for Profiles of Users Converting Leads:
Go to Setup > Profiles.
Ensure that the default record type for any profiles of users who convert leads is not set to the Person Account record type.
This ensures that when leads are converted, they do not automatically become Person Accounts, which could disrupt the NPSP data model.
By following these configurations, the nonprofit can effectively manage both Person Accounts and NPSP functionalities within the same Salesforce environment.
Salesforce NPSP Documentation: NPSP Configuration.
Salesforce Person Accounts Guide: Person Accounts.

NEW QUESTION # 102
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