Congratulations on taking the next step to prepare for your Salesforce Nonprofit Cloud Consultant credential. This preparation kit has the information you need to help you study and prepare for your exam.
The Salesforce Certified Nonprofit Cloud Consultant exam measures a candidate’s knowledge and skills related to the following objectives.
NPSP Settings and Administration: 20%
Given a set of requirements, use NPSP Settings for people (Leads, Contacts, and Accounts) management defaults.
Given a set of requirements, use NPSP Settings to set up and troubleshoot Relationships.
Given a set of requirements, use the NPSP Settings to set up donation (Opportunity) management defaults.
Given a user requirement to track on-going (more than one) donations in Salesforce, use the NPSP Settings to enable recurring giving functionality that meets the requirements.
Given an error message through NPSP, determine whether it is an NPSP issue and appropriate next steps.
Given a requirement to ensure system cleanliness, run the Health Check tool and implement recommended changes.
Explain the differences between the NPSP release schedule and the Salesforce release schedule, including considerations for declarative and custom development during the deployment stage of implementation.
Given a requirement to manage multiple addresses for a nonprofit constituent, define the Address Management functionality and configure the standard state and country picklists functionality to work with the Address, Contact, and Account objects.
Install and configure NPSP according to best practices in an existing Salesforce org.
Create or modify customizable rollups using best practices for a Salesforce org with the latest version of NPSP installed.
Nonprofit Cloud Data Management: 11%
Given a specific data requirement from a nonprofit, explain the use cases and considerations for using Salesforce Data Loader, NPSP Data Importer, or the Salesforce Import Wizard.
Given customer requirements, explain the data integration use cases and considerations for a Nonprofit Cloud implementation.
Given the size of records and files for an implementation, identify if the implementation will require additional solution design due to large data volumes.
Identify which duplicate management tools to use for a Salesforce implementation, considering common nonprofit needs and compatibility with the various NPSP data models.
Given a set of business requirements, recommend data management strategies that align with Salesforce best practices.
Given a situation in which data needs to be imported to the system, use the NPSP settings at appropriate times during the data loading process to refresh opportunities, recurring donations, and levels.
Nonprofit Cloud Analytics: 6%
Given a business requirement to create a report that shows donors who previously donated money but have not yet this year, identify the best way to approach that situation.
Given a set of desired metrics (including roles, levels, account data model), determine the appropriate report, dashboard, or reporting snapshot solution.
Given a scenario that involves reporting on year over year giving at a point in time, determine the correct way to achieve that situation.
Domain Expertise: 18%
Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for fundraising and donor management.
Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for marketing and engagement.
Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for program management.
Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for volunteer management.
Given customer requirements, build role-based analytics that satisfy customer requirements.
For customers seeking Salesforce resources, distinguish and rationalize the purpose for resource sites like the Power of Us Hub, Trailblazer Community, Trailhead, and AppExchange.
Nonprofit Cloud Solution Design: 24%
Given a set of business requirements, determine the Salesforce product(s) to be used for the solution.
Given a set of business requirements, determine when it is appropriate to use declarative development (clicks), custom code, or a third-party solution.
Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
Given a set of fundraising business requirements, determine which functionality in NPSP should be used for the solution.
Given a set of business requirements related to data security, determine which security features should be used.
Nonprofit Implementation Strategies and Best Practices: 21%
Given a scenario, determine how to facilitate a successful Nonprofit Cloud consulting engagement (plan, gather requirements, design, build, test, and document).
Given customer background information, gather requirements, create user stories, and develop business processes into system requirements.
Given customer requirements, design a solution based on best practices for governance.
Given a simple set of business requirements, determine the appropriate account model for a nonprofit customer.
Given a planned solution, create a test environment plan with specific environments.
Given a solution scenario, determine which deployment tools and strategy would be used.
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