Nonprofit Success Pack Consultant
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Core Resources
Exam Overview
From the official exam guide
Questions
65
Duration
105 min
To Pass
65%
Pricing
$200 registration · $100 retake
Delivery
Online proctored or at a testing center
Experience
Equivalent Platform Administrator knowledge plus hands-on NPSP implementation experience recommended
Prerequisites
None official, but Platform Administrator knowledge assumed
Exam Topics
Each topic section shows the topic weight, learning objectives, and links to study resources.
Domain Expertise20%
Nonprofit sector fundraising lifecycle, donor management concepts, hard credit vs. soft credit vs. tribute gifts, program and volunteer management solutions, and Salesforce for Nonprofits product landscape including NPSP, PMM, and Volunteers for Salesforce.
- Identify the appropriate Salesforce solutions for fundraising and donor management.
- Identify the appropriate Salesforce solutions for marketing and engagement.
- Identify the appropriate Salesforce solutions for program and/or volunteer management.
- Distinguish and rationalize the purpose for resource sites like the Trailblazer Community, Trailhead, and AppExchange, etc.
Resources
Nonprofit Cloud Product Configuration22%
NPSP Settings for Contact/Account model, Affiliations, Relationships, and Addresses; fundraising configuration including Opportunities, Payments, GAU Allocations, Gift Entry, and Recurring Donations; batch processing; NPSP security model with built-in permission sets; package installation and Salesforce release window implications.
- Given a set of requirements, modify NPSP Settings for people management (Leads, Contacts, Accounts, Affiliations, Relationships, Addresses) defaults.
- Given a set of requirements, configure fundraising features (Opportunities, Payments, Allocations, Gift Entry and Recurring Donations) and batch process handling.
- Given an error message through a Nonprofit Cloud application, determine whether it is a Nonprofit Cloud application issue and appropriate next steps.
- Explain the implications of the Salesforce release window on implementations.
- Install Nonprofit Cloud applications and/or solutions.
- Configure the Nonprofit Cloud application security model to meet customer requirements.
Resources
Implementation Strategies and Best Practices18%
Nonprofit consulting engagement lifecycle, requirements gathering and user story creation for fundraising and program use cases, change management for nonprofit staff with limited IT capacity, and sandbox-to-production deployment strategy for managed packages.
- Given a scenario, facilitate a successful Nonprofit Cloud consulting engagement.
- Gather requirements, create user stories, and turn business processes into solution design.
- Create a change management process based on Salesforce best practices for governance.
- Determine and implement the appropriate testing and deployment strategy (sandbox, production, tools, etc.).
Resources
Solution Design20%
Declarative vs. custom code vs. AppExchange decision framework for NPSP implementations, NPSP security model with built-in permission sets layered on Salesforce security, designing for managed package capabilities and limitations, and extending NPSP with custom fields, flows, and third-party solutions.
- Identify the appropriate Salesforce solution(s) to meet customer requirements.
- Distinguish when it is appropriate to use declarative development (low code), custom code development, or a third-party solution.
- Analyze customer requirements to determine appropriate solution design considering capabilities, limitations, and design trade-offs.
- Determine the appropriate security features to use following Salesforce best practices.
Resources
Integration and Data Management15%
NPSP Data Importer for bulk constituent and gift imports, advanced mapping for custom objects, Data Import Wizard and Data Loader use cases, Salesforce duplicate management rules for NPSP Contact and Account merging, and data migration strategy for the Household Account model.
- Given a specific data requirement, explain the use cases and considerations for using Salesforce native, third-party, or Nonprofit Cloud application data tools.
- Given customer requirements, articulate and implement data migration and/or integration strategies for a Nonprofit Cloud implementation.
- Identify which duplicate management tools to use for a Salesforce implementation.
Resources
Analytics5%
NPSP pre-built report types for fundraising and constituents, Reports and Dashboards for operational nonprofit metrics, Tableau for advanced analytics and program impact measurement, and selecting the right analytics tool for the reporting need.
- Given a scenario, determine the appropriate analytics solution (Reports, Dashboards, Tableau and Tableau CRM, third-party solutions, etc.) in Nonprofit Cloud.
Resources
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