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Salesforce NP-Con-101 Exam Syllabus Topics:

Section	Weight	Objectives
Topic 1: Fundraising and Donation Management	22%	- Donation and payment processing 1. Soft credits and matching gifts 2. Payment gateway integration 3. One-time and recurring donations - Gift management and acknowledgement 1. Donation lifecycle tracking 2. Receipting and acknowledgement processes
Topic 2: Nonprofit Success Pack Overview and Architecture	15%	- NPSP core components and data model 1. Contact relationships and affiliations 2. NPSP object structure and relationships 3. Household and account models - NPSP settings and configuration framework 1. Package configuration options 2. Global settings and customizations
Topic 3: Reporting and Analytics	5%	- NPSP-specific reports and dashboards 1. LYBUNT, SYBUNT, and giving reports 2. Household and donor analytics
Topic 4: Data Management and Quality	15%	- Data import and export 1. Bulk data operations 2. NPSP Data Import Tool vs Data Loader - Duplicate management and data cleaning 1. Data validation and governance 2. Matching rules and deduplication
Topic 5: Solution Design and Implementation	20%	- Requirements gathering and solution design 1. Aligning NPSP features with nonprofit needs 2. Declarative vs custom development - Deployment and change management 1. Testing and deployment strategies 2. Governance and maintenance best practices
Topic 6: Program and Service Delivery	18%	- Program Management Module (PMM) 1. Participant tracking and outcomes 2. Programs, engagements, and services - Case management and client services 1. Nonprofit Cloud Case Management integration 2. Service delivery tracking

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Salesforce Certified Nonprofit Success Pack Consultant Sample Questions (Q232-Q237):

NEW QUESTION # 232
A nonprofit organization receives a number of donations from Donor Advised Funds where the check is written by the financial institution that houses the Donor Advised Fund. What should the consultant recommend to ensure that the Donor Advised Fund receives credit for the donation?

A. Use Account Soft Credits to credit the Donor Advised Fund
B. Add an Account lookup field on the Payment for the Opportunity for the Donor Advised Fund
C. Use a GAU allocation to credit the donation to the Donor Advised Fund
D. Add an additional Account lookup field on the Opportunity for the Donor Advised Fund

Answer: A

Explanation:
To ensure that the Donor Advised Fund (DAF) receives credit for donations, using Account Soft Credits is the best approach. Here's how to set this up:
Navigate to NPSP Settings:
Go to Setup.
In the Quick Find box, type "NPSP Settings" and select it.
Configure Soft Credits:
In NPSP Settings, navigate to "Donations" -> "Soft Credits".
Ensure that soft credits are enabled for Accounts and Contacts.
Add Soft Credits on Opportunities:
When entering a donation, go to the Opportunity record.
Add a new soft credit for the DAF by selecting the appropriate Account (the financial institution housing the DAF).
Specify the role as "Donor Advised Fund" or similar.
Track and Report:
Use Opportunity reports to track soft credits and generate reports showing the contributions attributed to the DAF.
Using soft credits allows the organization to properly credit the DAF for donations without altering the primary donor records.
"Managing Soft Credits in NPSP" from Salesforce Help: Soft Credits
"Tracking Donor-Advised Funds" from Salesforce.org: Donor-Advised Funds

NEW QUESTION # 233
A large nonprofit has chapters in multiple locations that want to operate under one central brand. The nonprofit wants the ability to customize user roles, processes, and messaging unique to each location.
Which two Salesforce tools include the ability to segment data and functionality using business units?
Choose 2 answers

A. Digital Engagement
B. Pardot
C. Marketing Cloud
D. Datorama

Answer: B,C

Explanation:
Both Marketing Cloud and Pardot offer the capability to segment data and functionality using business units. This is particularly useful for large nonprofits with multiple chapters operating under a single brand but needing customized roles, processes, and messaging.
Marketing Cloud:
Business Units: Allows organizations to separate data, user permissions, and content based on different parts of the organization, such as chapters or departments. Each business unit can have its own data and customizations, enabling localized marketing while maintaining centralized control.
Pardot:
Business Units: Pardot Business Units enable marketing teams to partition data and customize marketing efforts for different segments within the organization. This ensures that each chapter can tailor its marketing automation processes to its specific needs while maintaining brand consistency.
Salesforce Marketing Cloud Documentation
Salesforce Pardot Documentation
Salesforce Trailhead: Get Started with Marketing Cloud Business Units

NEW QUESTION # 234
A nonprofit runs a workforce development program for its clients. Job seekers contact the nonprofit via phone, web, and email. The nonprofit wants to track each engagement separately from start to finish. The nonprofit needs to assign job seekers to case managers.
What solution should the consultant propose?

A. Enable web-to-lead and customize leads and assignment rules.
B. Enable web-to-case and customize cases and assignment rules.
C. Create a custom multi-select picklist field to track the assignment and customize related lists.
D. Create a custom junction object between Contact and Case for the assignment and customize workflow rules.

Answer: B

Explanation:
For tracking job seeker engagements and assigning them to case managers:
Enable web-to-case: This allows job seekers to submit inquiries via web forms, which automatically create cases in Salesforce.
Customize cases: Modify the case object to track specific engagement details from start to finish.
Assignment rules: Set up rules to automatically assign cases (job seekers) to appropriate case managers based on predefined criteria (e.g., job seeker's needs, case manager's workload).
This solution provides a structured way to handle multiple engagement channels (phone, web, email) and ensures that each job seeker is assigned a case manager for personalized support.
Salesforce Help: Setting Up Web-to-Case
Salesforce Trailhead: Service Cloud for Nonprofits

NEW QUESTION # 235
The vice president of development of a nonprofit organization wants to be able to review giving in the pipeline at a high level, and track the organization's process towards finding new potential donors. The VP also wants to track program metrics as compared to donor histories. What should the consultant advise?

A. Packaged NPSP dashboards cannot be edited. Recreate the NPSP Development Forecasting dashboard components. Add additional components to track program data.
B. Review the reports on the NPSP Fundraising Reports folder. Create additional reports to track program data. Schedule each report to be sent to the vice president every morning.
C. Packaged NPSP reports cannot be edited. Recreate all the reports found on the NPSP Development Forecasting dashboard to edit appropriately. Add additional reports to track program data.
D. Review the components that are already on the NPSP Development Forecasting dashboard. Create additional reports and edit the dashboard to add components to track the program data.

Answer: D

Explanation:
To address the VP of development's needs:
Review Existing Dashboard: Start by reviewing the existing components on the NPSP Development Forecasting dashboard. This provides a high-level view of the current giving pipeline.
Create Additional Reports: Develop new reports to track program metrics and compare them to donor histories. These new reports should capture the necessary program data.
Edit Dashboard: Modify the existing dashboard to include the new components that reflect the additional program data and metrics.
This approach leverages the existing infrastructure and enhances it to meet the organization's specific needs.
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Customizing Dashboards in NPSP

NEW QUESTION # 236
In the NPSP Data Import Template, the Account fields should contain which two types of information?
Choose 2 answers

A. Household-related data
B. Contact's employer-related data
C. Contact's address-related data
D. Business-related data

Answer: A,B

Explanation:
In the NPSP Data Import Template, the Account fields should contain:
Household-related data:
This data includes information pertinent to the household of the contacts, such as household name and address. Household-related data is crucial for managing and segmenting contacts within the NPSP.
Contact's employer-related data:
This data includes the employer's name and details, which helps in tracking affiliations and donations made by contacts through their employers. It is essential for managing donor relationships and corporate affiliations.

NEW QUESTION # 237
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