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Cert++

Resource Pack
ยทStudy Checklist

Nonprofit Success Pack Consultant

Study Progress
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Identify the appropriate Salesforce solutions for fundraising and donor management. 0/16

Identify the appropriate Salesforce solutions for marketing and engagement. 0/3

Identify the appropriate Salesforce solutions for program and/or volunteer management. 0/8

Distinguish and rationalize the purpose for resource sites like the Trailblazer Community, Trailhead, and AppExchange, etc. 0/4

Given a set of requirements, modify NPSP Settings for people management (Leads, Contacts, Accounts, Affiliations, Relationships, Addresses) defaults. 0/12

Given a set of requirements, configure fundraising features (Opportunities, Payments, Allocations, Gift Entry and Recurring Donations) and batch process handling. 0/17

Given an error message through a Nonprofit Cloud application, determine whether it is a Nonprofit Cloud application issue and appropriate next steps. 0/4

Explain the implications of the Salesforce release window on implementations. 0/5

Install Nonprofit Cloud applications and/or solutions. 0/6

Configure the Nonprofit Cloud application security model to meet customer requirements. 0/5

Given a scenario, facilitate a successful Nonprofit Cloud consulting engagement. 0/8

Gather requirements, create user stories, and turn business processes into solution design. 0/5

Create a change management process based on Salesforce best practices for governance. 0/5

Determine and implement the appropriate testing and deployment strategy (sandbox, production, tools, etc.). 0/7

Identify the appropriate Salesforce solution(s) to meet customer requirements. 0/5

Distinguish when it is appropriate to use declarative development (low code), custom code development, or a third-party solution. 0/4

Analyze customer requirements to determine appropriate solution design considering capabilities, limitations, and design trade-offs. 0/7

Determine the appropriate security features to use following Salesforce best practices. 0/4

Given a specific data requirement, explain the use cases and considerations for using Salesforce native, third-party, or Nonprofit Cloud application data tools. 0/7

Given customer requirements, articulate and implement data migration and/or integration strategies for a Nonprofit Cloud implementation. 0/6

Identify which duplicate management tools to use for a Salesforce implementation. 0/7

Given a scenario, determine the appropriate analytics solution (Reports, Dashboards, Tableau and Tableau CRM, third-party solutions, etc.) in Nonprofit Cloud. 0/8