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Salesforce Nonprofit-Cloud-Consultant Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Domain Expertise10%- Explain the nonprofit landscape and Salesforce solutions
  • 1. Understand basic nonprofit terminology
  • 2. Identify key use cases for Nonprofit Cloud
- Explain the Salesforce Nonprofit Success Pack (NPSP) architecture
  • 1. Understand Account and Contact models (Individual vs. Household accounts)
  • 2. Understand relationships and affiliations
Topic 2: Analytics and Reporting15%- Explain reporting and dashboard strategies
  • 1. Fundraising reports
  • 2. Program and volunteer reports
- Configure and implement reports and dashboards
  • 1. NPSP reports and dashboards
  • 2. Custom report types
Topic 3: Marketing and Engagement12%- 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
Topic 4: Fundraising20%- Explain the data model and functionality for fundraising
  • 1. Manage Opportunities and Recurring Donations
  • 2. Manage Campaigns and Campaign Members
  • 3. Understand Gift Entry and processing
- Configure and implement fundraising features
  • 1. Matching gifts
  • 2. Donation rollups and soft credits
Topic 5: Implementation Strategies and Best Practices20%- 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
- Design and implement solutions for common nonprofit business processes
  • 1. Configure program and event management
  • 2. Configure volunteer management
  • 3. Configure donor management
Topic 6: Program and Service Delivery15%- Explain the data model for programs
  • 1. Programs, program engagements, and program cohorts
  • 2. Service delivery and client management
- Configure and implement program management
  • 1. Manage program benefits
  • 2. Track client services and outcomes
Topic 7: Constituent Engagement8%- Configure and implement constituent management
  • 1. Affiliations
  • 2. Household and organizational relationships
- Explain strategies for constituent engagement
  • 1. Manage volunteers
  • 2. Manage events

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Salesforce Certified Nonprofit Cloud Consultant Exam Sample Questions (Q68-Q73):

NEW QUESTION # 68
An organization wants to report on outbound grants for the current fiscal year. The organization wants to see what it has awarded for each grant opportunity, including applications that were approved or denied and the total amount paid out for each grant opportunity.
How should the organization build 4 report type in Nonprofit Cloud to meet the requirements?

Answer: B


NEW QUESTION # 69
A nonprofit uses Salesforce for fundraising and now wants to provide support for clients through a real-time chat interface with a staff member.
What should the consultant recommended?

Answer: B

Explanation:
To provide support for clients through a real-time chat interface with a staff member, a consultant should recommend Digital Engagement.
Digital Engagement:
Salesforce Digital Engagement allows nonprofits to connect with their clients in real-time through various digital channels, including chat, messaging apps, and social media.
It integrates with Service Cloud to provide a seamless experience for both clients and support staff, enabling real-time interactions and efficient case management.
Reference:
Benefits of Digital Engagement:
Provides a unified platform for managing multiple communication channels.
Enhances client experience by offering immediate support through live chat.
Facilitates better tracking and resolution of client issues with integrated case management.


NEW QUESTION # 70
A nonprofit organization wants a cost-effective solution to generate and send donation acknowledgements automatically to donors via email. Which Salesforce solution should the consultant recommend?

Answer: C

Explanation:
Install NPSP:
Ensure that NPSP is installed in your Salesforce instance. You can download it from the AppExchange or install it directly from the NPSP Installer page.
Configure Acknowledgement Settings:
Navigate to NPSP Settings.
Under "Donations," find the "Acknowledgements" settings.
Configure the settings to define when and how acknowledgements should be sent.
Set Up Email Templates:
Go to Setup > Classic Email Templates.
Create a new email template or modify an existing one to suit your acknowledgment needs.
Ensure the template includes merge fields to personalize the emails with donor information.
Create Automation with Process Builder:
Use Process Builder to automate the sending of acknowledgment emails.
Create a new process on the Opportunity object.
Set criteria to trigger the process when a new donation is recorded.
Add an action to send an email using the previously created template.
Testing:
Test the process by creating a test donation record and verifying that the acknowledgment email is sent automatically.
Monitoring and Refinement:
Monitor the process to ensure it is working correctly.
Refine the email templates and automation rules based on feedback and evolving needs.
By utilizing the NPSP, nonprofits can streamline their donation acknowledgment process, ensuring timely and personalized communications with donors, ultimately enhancing donor satisfaction and retention.


NEW QUESTION # 71
When a system admin for a nonprofit times to import data into the NPSP Data Import Object, the error message: "The matching field you chose (Record ID) is not mapped and is required for an Update and Insert operation" appears.
What are two actions the system admin can take to resolve the error?
Choose 2 answers

Answer: C,D

Explanation:
https://developer.salesforce.com/forums/?id=9060G000000I7sYQAS ,and "D".( When importing data into the NPSP Data Import Object, if the error message indicates that the Record ID field is not mapped, the system admin should ensure that the appropriate mapping is set up and use the correct operation for the data loader.
* Select the Appropriate Record ID (A):
* In the Salesforce Data Import Wizard, ensure that the Record ID field is correctly mapped. This field is required for updating existing records or ensuring data integrity.
* Select "Upsert" Operation (C):
* When using the Salesforce Data Loader, choose the "Upsert" operation. This allows the system to insert new records or update existing ones based on the Record ID or an external ID, ensuring that duplicates are avoided and data is accurately imported.
Steps to Resolve:
* Check Field Mapping:
* Verify that the Record ID field is mapped correctly in the import wizard or data loader.
* Choose Upsert Operation:
* If using the Data Loader, select the "Upsert" option to handle both insertions and updates.
References:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Import Data for Nonprofits


NEW QUESTION # 72
Which two objects in the Program Management Module are directly connected to objects in Nonprofit Cloud Case Management?
Choose 2 answers

Answer: B,D

Explanation:
The PMM has two main objects - Programs and Services - and several objects that connect those objects together with contacts and household accounts In the Program Management Module (PMM), the objects that are directly connected to objects in Nonprofit Cloud Case Management are:
* Case:
* Cases in Nonprofit Cloud Case Management are used to track client issues and support needs.
* They can be directly related to program participants and services provided, allowing for comprehensive case management.
* Service Delivery:
* Service Deliveries represent the specific services provided to clients, such as counseling sessions, classes, or other forms of assistance.
* They are essential for tracking the outcomes and effectiveness of the nonprofit's programs and are directly connected to case management processes.
Salesforce Nonprofit Cloud Case Management Guide
Salesforce Program Management Module (PMM) Documentation


NEW QUESTION # 73
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