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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

Enable features of Agentforce Nonprofit and assign related permissions sets and permission set licenses

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Nonprofit Cloud prerequisite features before feature-area setup

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Enabling Person Accounts and Group Membership as Nonprofit Cloud prerequisites

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Permission set licenses versus permission sets in Nonprofit Cloud

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Permission sets for relationship and engagement features

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Interaction Summaries enablement and companion settings

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Permission sets for Program, Case, Outcome and Volunteer Management

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Omnistudio, Dynamic Assessment, and Action Plans user access

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Data Processing Engine and Actionable Segmentation setup and access

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Fundraising permission set and groups for users, admins and site users

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Campaign management access for fundraisers

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Fundraising access for integrated third-party donation platforms

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Organization-wide sharing defaults for Fundraising objects

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Grantmaking permission sets for staff, portal users, and reviewers

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Extending managed Nonprofit Cloud permissions without cloning

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Configure Stakeholder Management, including person accounts, relationship objects, and address management

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  • 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
  • Gift Transaction versus Gift Commitment for recording gifts
  • Gift transaction sources and payment status
  • Gift designations and default designations for directing gifts to funds
  • Gift commitment types and schedule options
  • Maintaining and closing recurring gift commitments
  • Gift commitment processing automation and status thresholds
  • Gift Entry window versus Gift Entry Grid
  • Gift entry processing for standalone entries and gift batches
  • Gift batch templates and batch default values
  • Bulk gift import with CSV Data Management and gift batches
  • Donor lookup by external identifier in Gift Entry
  • Custom field mapping for Gift Entry
  • Gift Entry Grid templates, custom components and ISV integrations
  • Recording in-kind gifts of goods or services
  • Soft credits, tributes and refunds as gift transaction related records
  • Gift soft credits versus gift default soft credits
  • Matching gifts from employer business accounts
  • Outreach source codes versus campaigns for appeal tracking
  • Outreach source code parameters and generation formula
  • Outreach source code URLs for digital appeals
  • Attributing donations to outreach source codes
  • Gift acknowledgement setup and delivery to donors
  • Fundraising rollups for gift, donor and outreach trends
  • Inbound grant and major gift solicitation with Opportunities
  • 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
  • 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 Setup

Interaction Summaries enablement and companion settings

Explainer

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Practice Question

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Next conceptPermission sets for Program, Case, Outcome and Volunteer Management

Checklist progress

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Prepare for the Exam

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  1. Agentforce Nonprofit Consultant Checklist
  3. Agentforce Nonprofit Setup
Interaction Summaries enablement and companion settings

Explainer

Learn More

Practice Question

Keep going

Next conceptPermission sets for Program, Case, Outcome and Volunteer Management

Explainer

Interaction Summaries let staff store permanent, detailed notes of meetings and conversations with donors, program participants, and other stakeholders. Turning the feature on is one step. You also need to turn on a few companion settings and then decide who can see the notes, because notes about constituents are often private.
Core information
  • Interaction Summaries is one of the Nonprofit Cloud basics you configure before you turn on and set up Nonprofit Cloud features. The other basics include Person Accounts, Data Pipelines, Actionable Segmentation, Interest Tags, Record Alerts, and Timeline.
More details and nuances
  • The default settings pull in two directions. The org-wide default for interaction summaries is Private for both internal and external access, so only the creator can see a summary. However, Grant Access Using Hierarchies is on for interactions and interaction summaries, so users higher in the role hierarchy see the summaries of everyone below them. That can give too many people access to private constituent data.

Explainer

Interaction Summaries let staff store permanent, detailed notes of meetings and conversations with donors, program participants, and other stakeholders. Turning the feature on is one step. You also need to turn on a few companion settings and then decide who can see the notes, because notes about constituents are often private.
Core information
  • Interaction Summaries is one of the Nonprofit Cloud basics you configure before you turn on and set up Nonprofit Cloud features. The other basics include Person Accounts, Data Pipelines, Actionable Segmentation, Interest Tags, Record Alerts, and Timeline.
More details and nuances
  • The default settings pull in two directions. The org-wide default for interaction summaries is Private for both internal and external access, so only the creator can see a summary. However, Grant Access Using Hierarchies is on for interactions and interaction summaries, so users higher in the role hierarchy see the summaries of everyone below them. That can give too many people access to private constituent data.