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Agentforce Nonprofit Consultant

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Agentforce Nonprofit Consultant Study Checklist
  • Platform Administrator
  • Platform App Builder
  • Platform Foundations
  • Platform Developer
  • Platform Administrator II
  • Agentforce Sales Consultant
  • Agentforce Service Consultant
  • Platform Data Architect
  • Platform Development Lifecycle and Deployment Architect
  • Platform Identity and Access Management Architect
  • Platform Integration Architect
  • Platform Sharing and Visibility Architect
  • Heroku Architect
  • B2C Solution Architect
  • Experience Cloud Consultant
  • Agentforce Field Service and Operations Consultant
  • Agentforce Nonprofit Consultant
  • Data 360 Consultant
  • Omnistudio Consultant
  • CRM Analytics and Einstein Discovery Consultant
  • Platform User Experience Designer
  • Platform Strategy Designer
  • B2C Commerce Developer
  • JavaScript Developer
  • Omnistudio Developer
  • Platform Developer II
  • Marketing Cloud Engagement Administrator
  • Marketing Cloud Engagement Specialist
  • Marketing Cloud Engagement Consultant
  • Agentforce Sales Foundations
  • Business Analyst
  • Marketing Cloud Engagement Developer
  • Marketing Cloud Engagement Foundations
  • Agentforce Specialist
  • Agentforce Life Sciences Consultant
  • B2B Commerce Administrator AP
  • B2B Commerce Developer AP
  • Agentforce Consumer Goods AP
  • Agentforce Financial Services AP
  • Agentforce Health AP
  • Agentforce Manufacturing AP
  • MuleSoft Integration Foundations
  • MuleSoft Developer
  • MuleSoft Developer II
  • MuleSoft Platform Integration Architect
  • MuleSoft Platform Architect
  • Tableau Desktop Foundations
  • Tableau Data Analyst
  • Tableau Consultant
  • Tableau Server Administrator
  • Tableau Architect
  • Slack Administrator

Checklist progressProgress

0/153Learned

  • Nonprofit operating environment and resource constraints
  • Agentforce Nonprofit solution areas for core nonprofit functions
  • Unified stakeholder view across donors, clients, and volunteers
  • Fundraising team roles, strategies, and matching Fundraising apps
  • Grant seeking versus grantmaking business processes
  • Program delivery and benefit tracking processes
  • Case management needs for client intake, assessment, and care planning
  • Impact measurement and theory of change
  • Reporting needs for funders, boards, and leadership
  • Phases of the traditional project lifecycle
  • Project charter versus project management plan
  • Waterfall, agile, and adaptive implementation methodologies
  • Phased approach versus big-bang implementation
  • Prioritizing implementation phases by business impact and effort
  • Implementation step sequence within each project phase
  • Discovery and requirements gathering in the Plan step
  • Stakeholder interviews and synthesis before vision and value mapping
  • Vision map purpose and stakeholder-engagement structure
  • Building a value map to show potential return on investment
  • Business value artifacts across the project lifecycle
  • Business value measurement in Agile versus traditional projects
  • Governance framework purpose, benefits, and foundational processes
  • Executive sponsor, steering committee, and project lead roles
  • Governance operating model selection
  • Dedicated staff roles and consulting partner support
  • Total cost of ownership for an Agentforce Nonprofit implementation
  • Change management readiness and the agility mindset
  • Change management levers and adoption tactics
  • Data migration scoping with hot, warm, and cold data
  • Ongoing data management plan after go-live
  • Industry solution versus generic B2B CRM configuration for nonprofits
  • Purpose-built data model versus custom objects and custom development
  • AgentExchange apps versus native Agentforce Nonprofit capability
  • Total cost of ownership when weighing configure, build or buy
  • Inbound grant seeking versus outbound grantmaking tools
  • External portals for grantees, participants and supporters
  • Reporting and analytics options for nonprofit insights
  • Data migration and integration tool selection
  • Mapping each kind of nonprofit stakeholder to a person account or business account
  • Representing households in the stakeholder data model
  • Choosing relationship objects for person and organization connections
  • One-time gifts versus recurring gifts and pledges in the fundraising data model
  • Directing gifts to funds with gift designations
  • Attributing gifts to campaigns and appeals with outreach source codes
  • Soft credits versus gift tributes for donor recognition
  • Fundraising apps aligned to fundraising team roles
  • Programs, enrollments, benefit disbursements, and attendance tracking
  • Cases and care plans for individualized participant support
  • Scoping program and case management tools to the service model
  • Interaction Summaries versus standard notes and activities
  • Outcomes, outcome activities, and impact strategy linked to programs
  • Indicator definitions, assignments, and results for measuring progress
  • Grantmaking records for funding opportunities and applications
  • Funding awards, disbursements, and requirements after a grant decision
  • Choosing among Industries Common Features for a nonprofit requirement
  • OmniScripts for guided intake and application forms
  • Choosing among Omnistudio components for a nonprofit requirement
  • Business Rules Engine for rule-based eligibility decisions
  • DPE-powered fundraising and household rollups in Nonprofit Cloud
  • Running, scheduling and monitoring Data Processing Engine definitions
  • Data Processing Engine versus Flow and roll-up summary fields
  • Actionable Segmentation for donor outreach
  • Action Plan templates for repeatable task-based processes
  • Dynamic Assessments for participant evaluations and outcome data
  • Dynamic Assessments within action plans for site visits and grant audits
  • Discovery Framework assessments versus Dynamic Assessments
  • Nonprofit Cloud prerequisite features before feature-area setup
  • Enabling Person Accounts and Group Membership as Nonprofit Cloud prerequisites
  • Permission set licenses versus permission sets in Nonprofit Cloud
  • Permission sets for relationship and engagement features
  • Interaction Summaries enablement and companion settings
  • Permission sets for Program, Case, Outcome and Volunteer Management
  • Omnistudio, Dynamic Assessment, and Action Plans user access
  • Data Processing Engine and Actionable Segmentation setup and access
  • Fundraising permission set and groups for users, admins and site users
  • Campaign management access for fundraisers
  • Fundraising access for integrated third-party donation platforms
  • Organization-wide sharing defaults for Fundraising objects
  • Grantmaking permission sets for staff, portal users, and reviewers
  • Extending managed Nonprofit Cloud permissions without cloning
  • Person accounts versus business accounts for nonprofit stakeholders
  • How a person account combines Account and Contact records
  • Person accounts versus Contact and Business Account model for grantmakers
  • Record types and page layouts for stakeholder segments
  • Household modeling with business accounts and party relationship groups
  • Creating households with the New Group guided flow
  • Merging and splitting households and groups
  • Account Contact Relationship for household and employer connections
  • Contact-contact versus account-account relationships
  • Party role relationship configuration
  • Inverse relationship modeling with paired relationship records
  • Actionable Relationship Center for visualizing stakeholder relationships
  • Contact Point Address for multiple and seasonal constituent addresses
  • Primary and undeliverable address handling
  • Automatic Person Account Mailing Address Synchronization setup
  • Logging address standardization and change-of-address status

Configure Fundraising Management, including Gift Entry, Gift Commitments, Outreach Source Codes, Soft Credits, and Gift Acknowledgements

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Gift Transaction versus Gift Commitment for recording gifts

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Gift transaction sources and payment status

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Gift designations and default designations for directing gifts to funds

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Gift commitment types and schedule options

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Maintaining and closing recurring gift commitments

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Gift commitment processing automation and status thresholds

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Gift Entry window versus Gift Entry Grid

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Gift entry processing for standalone entries and gift batches

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Gift batch templates and batch default values

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Bulk gift import with CSV Data Management and gift batches

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Donor lookup by external identifier in Gift Entry

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Custom field mapping for Gift Entry

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Gift Entry Grid templates, custom components and ISV integrations

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Recording in-kind gifts of goods or services

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Soft credits, tributes and refunds as gift transaction related records

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Gift soft credits versus gift default soft credits

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Matching gifts from employer business accounts

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Outreach source codes versus campaigns for appeal tracking

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Outreach source code parameters and generation formula

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Outreach source code URLs for digital appeals

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Attributing donations to outreach source codes

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Gift acknowledgement setup and delivery to donors

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Fundraising rollups for gift, donor and outreach trends

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Inbound grant and major gift solicitation with Opportunities

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Configure Program Management, Case Management, and Outcome Management, including Action Plans, Care Plans, and Interaction Summaries

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  • Programs, benefits and benefit schedules in Program Management
  • Program enrollment versus benefit assignment for participants
  • Attendance and benefit disbursement recording
  • Case record as the hub for participant case work
  • Case referrals and participant intake
  • Action plan templates for repeatable case tasks and document checklists
  • Dynamic Assessments within case and care plan workflows
  • Goal definitions for care plan objectives
  • Care plan templates with goals, benefits and action plans
  • Individual care plans from creation to closure
  • Enrolling care plan participants in benefit sessions
  • Care barriers on care plans
  • Care plan prerequisites and caseworker access to assignments
  • Interaction Summaries for participant session notes
  • Interaction summary confidentiality and note sharing
  • Impact strategies and outcomes in Outcome Management
  • Indicators and results for measuring program performance

Configure Grantmaking, including Grantmaking Sites and features that support the Grantmaking lifecycle

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  • Grantmaking lifecycle phases and their core objects
  • Grantmaking setup and Individual Application usage
  • Program budgets, budget categories and allocations for grants
  • Funding opportunity setup and application timelines
  • Grantmaking application form framework
  • Applicant proposed budgets through budget templates
  • Grant application review setup and reviewer assignment
  • Action Plans, document checklists and approvals in grant processing
  • Application decisions versus funding awards
  • Funding disbursements and funding award requirements
  • Post-award progress reporting and Outcome Management integration
  • Grantmaking Experience Cloud site template capabilities
  • Grantmaking site setup prerequisites and site user permissions
  • Grantmaking site registration and funding opportunity visibility
  • Compliant Data Sharing for grant collaborators and private opportunities
  • Extending the Grantmaking site for grantee questions and tasks

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  1. Agentforce Nonprofit Consultant Checklist
  3. Agentforce Nonprofit Feature Configuration

Gift commitment types and schedule options

Explainer

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Practice Question

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Next conceptMaintaining and closing recurring gift commitments

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  1. Agentforce Nonprofit Consultant Checklist
  3. Agentforce Nonprofit Feature Configuration
Gift commitment types and schedule options

Explainer

Learn More

Practice Question

Keep going

Next conceptMaintaining and closing recurring gift commitments

Explainer

A gift commitment is a Nonprofit Cloud record of a donor's promise to give. It can be a one-time pledge, a multipayment gift, or an open-ended recurring gift. When you create one, you pick a schedule type, Recurring or Custom, and that choice sets which scheduling options you see and how Fundraising builds the gift transactions.
Core information
  • A gift commitment holds the donor, the schedule, the amount, and the gift designations the donor chooses. It can cover monetary or in-kind gifts, link to a campaign or opportunity, and hold soft credits that you log on the commitment page.
More details and nuances
  • Schedule type and transaction period both use the word Custom, but they are different settings. Custom is a valid transaction period only on a commitment with a Custom schedule type, so never select a Custom transaction period on a Recurring commitment.

Explainer

A gift commitment is a Nonprofit Cloud record of a donor's promise to give. It can be a one-time pledge, a multipayment gift, or an open-ended recurring gift. When you create one, you pick a schedule type, Recurring or Custom, and that choice sets which scheduling options you see and how Fundraising builds the gift transactions.
Core information
  • A gift commitment holds the donor, the schedule, the amount, and the gift designations the donor chooses. It can cover monetary or in-kind gifts, link to a campaign or opportunity, and hold soft credits that you log on the commitment page.
More details and nuances
  • Schedule type and transaction period both use the word Custom, but they are different settings. Custom is a valid transaction period only on a commitment with a Custom schedule type, so never select a Custom transaction period on a Recurring commitment.