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Salesforce NP-Con-101 Exam Syllabus Topics:

Section	Weight	Objectives
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. Bulk data operations 2. NPSP Data Import Tool vs Data Loader
Nonprofit Success Pack Overview and Architecture	15%	- NPSP core components and data model 1. NPSP object structure and relationships 2. Household and account models 3. Contact relationships and affiliations - NPSP settings and configuration framework 1. Package configuration options 2. Global settings and customizations
Fundraising and Donation Management	22%	- Gift management and acknowledgement 1. Donation lifecycle tracking 2. Receipting and acknowledgement processes - Donation and payment processing 1. One-time and recurring donations 2. Soft credits and matching gifts 3. Payment gateway integration
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. Service delivery tracking 2. Nonprofit Cloud Case Management integration - Program Management Module (PMM) 1. Participant tracking and outcomes 2. Programs, engagements, and services
Reporting and Analytics	5%	- 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 (Q225-Q230):

NEW QUESTION # 225
A nonprofit organization is using Cases in Salesforce for case management with its clients. The nonprofit organization wants to relate Cases for the same client to each other. How should the consultant advise the organization?

A. Use Case Hierarchy to connect all Cases for the client to a parent case and click on View Hierarcht to see the connected Cases
B. Create a custom object that connects Cases to each other with two Case lookup fields and add a check box field to designate the parent Case.
C. Use Case Comments and paste the URL of the first Case opened for the client in each new Case related to them.
D. Create a custom field for an ID number and assign the same number to all cases that need to be connected

Answer: A

Explanation:
Using Case Hierarchy is the best way to relate Cases for the same client to each other in Salesforce. This allows the organization to see the connection between various Cases and manage them effectively. Here's how to set it up:
Enable Case Hierarchy:
Ensure that the Case Hierarchy feature is enabled in your Salesforce org. This is typically enabled by default.
Create Parent and Child Cases:
When creating or editing a Case, you can specify a parent Case using the "Parent Case" lookup field.
For each new Case related to the same client, select the main Case as the parent.
View Case Hierarchy:
On the Case record page, click on "View Hierarchy" to see all related Cases in a hierarchical view.
This allows you to easily track and manage all Cases related to a specific client.
By using Case Hierarchy, you can maintain a clear structure of all Cases related to a client and ensure they are appropriately connected and managed.
"Case Hierarchies" from Salesforce Help: Case Hierarchies
"Managing Cases in NPSP" from Salesforce.org: Case Management

NEW QUESTION # 226
The executive director at a nonprofit organization wants to have a report to see how much each board member has raised by either direct gifts or gifts they helped to influence for this fiscal year. There is a custom checkbox field on the Contact record to indicate board members.
How should the consultant create this report?

A. Use the Opportunities report type. Add a cross filter for Contacts with Board Member = TRUE. Summarize the Total Gifts this Year and Soft Credits this Year fields.
B. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Add a cross filter for Opportunities with Soft Credits. Group results by Giving Totals.
C. Use the Opportunities report type. Add a field filter for Contacts with Board Member = TRUE. Group results by the Total Gifts this Year and Soft Credits this Year fields.
D. Use the Contacts & Accounts report type. Add a field filter for Board Member = TRUE. Include the Total Gifts this Year and Soft Credits this Year fields.

Answer: A

Explanation:
To create a report showing how much each board member has raised, you should:
Use the Opportunities report type: This allows you to capture all gift data.
Add a cross filter for Contacts with Board Member = TRUE: This filters the report to include only those contacts who are board members.
Summarize the Total Gifts this Year and Soft Credits this Year fields: This provides the total amounts for direct gifts and influenced gifts.
This method ensures that both direct contributions and soft credits (gifts influenced by board members) are included in the report.
Salesforce Help: Creating and Customizing Reports
Salesforce Trailhead: Reporting for Nonprofits

NEW QUESTION # 227
A human services nonprofit needs to track client goals and action items related to those goals. The nonprofit is unsure whether Program Management Module alone will meet Its requirements. The nonprofit is considering whether to implement Nonprofit Cloud Case Management.
What should the consultant discuss with the nonprofit?

A. Program Management Module can track Case Plans and Action Items.
B. Case Management requires Experience Cloud licenses.
C. Case Management has a custom object for tracking goals.
D. Program Management Module has custom objects for calendars and activities.

Answer: C

Explanation:
check the entity relationship diagram
When evaluating whether to use Program Management Module (PMM) or Nonprofit Cloud Case Management, it is important to consider the specific requirements of the nonprofit. While PMM can track programs, services, and the impact of those services, Nonprofit Cloud Case Management offers additional functionality tailored to human services nonprofits. Case Management includes custom objects specifically designed to track client goals and action items, making it more suitable for organizations needing detailed goal tracking.
Steps:
Assess the specific requirements for tracking client goals and action items.
Compare the features of PMM and Case Management.
Highlight that Case Management has a custom object for tracking goals and action items.
Discuss the benefits and potential limitations of implementing Case Management, including the need for Experience Cloud licenses if applicable.
CertGod Nonprofit Cloud Consultant Guide: Provides an overview of the features of both PMM and Case Management.
Salesforce Nonprofit Cloud Case Management Documentation: Details on custom objects and functionalities available in Case Management.

NEW QUESTION # 228
A nonprofit organization wants to automatically generate an Opportunity whenever a Lead is converted.
What should the consultant do to meet this requirement?

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

Answer: B

Explanation:
To automatically generate an Opportunity whenever a Lead is converted in NPSP, the consultant should enable the "Create an Opportunity on Lead Convert" option in the NPSP Settings. This option ensures that an Opportunity is automatically created as part of the lead conversion process.
Navigate to NPSP Settings:
Go to the App Launcher, search for "NPSP Settings", and select it.
Enable Lead Conversion Setting:
In NPSP Settings, expand the "Leads" section.
Find the "Lead Conversion" settings.
Check the box for "Create an Opportunity on Lead Convert".
Save the settings.
This configuration streamlines the process, ensuring that Opportunities are consistently created during lead conversion, without requiring additional custom code or third-party applications.
CertGod Nonprofit Cloud Consultant Guide:

NEW QUESTION # 229
A nonprofit organization is using NPSP Data Importer for Contacts. The consultant has noticed that even though the mappings are correct, some of the Account records are not automatically being created. Which two things should the consultant check?

A. If all the email addresses are properly formatted
B. If the required fields are included in the import
C. If there are required fields on the Account
D. If all records have a phone number

Answer: B,C

Explanation:
When using the NPSP Data Importer for Contacts, if some Account records are not being automatically created, the consultant should check:
Required Fields in the Import: Ensure that all required fields for creating an Account are included in the data import file. Missing required fields can prevent Account creation.
Required Fields on the Account: Verify that the Account object does not have custom required fields that are not being populated by the import process. Custom fields marked as required at the field level or in page layouts can block record creation if not provided.
Checking these factors ensures that the import process has all the necessary information to create Account records successfully.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Importing Data with NPSP Data Importer

NEW QUESTION # 230
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