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Salesforce NP-Con-101 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Constituent Management | 20% | - Affiliations and Memberships - Relationships and Groupings - Segmentations and Campaigns - Household Management - Contact and Organization Records |
| Analytics and Reporting | 15% | - Custom Report Types - Reports and Dashboards for Nonprofits - Rollup Summary Fields - Success Metrics Definition - Nonprofit Reporting Templates |
| Donations and Fundraising Management | 20% | - Opportunity and GAU Configuration - Donations Batch Processing - Donation Management - Recurring Donations (Recurring GAU) - Payment Methods and Processing - Grant Management |
| NPSP Configuration and Development | 25% | - Affiliations Configuration - NPSP Settings and Preferences - Account Model Configuration - Data Model Design for Nonprofits - Relationships Management - Contacts and Households |
| Solution Design and Implementation | 20% | - NPSP Best Practices - User Adoption and Training Planning - Customization vs Configuration Decisions - Requirements Gathering - Integration with External Systems - Data Migration Strategies |
Salesforce Certified Nonprofit Success Pack Consultant Sample Questions:
Question 1
A consultant for a nonprofit needs to upload data that contains payments on existing opportunities in Salesforce using donation matching in the NPSP Data Importer.
After a gift is successfully matched to an existing record, which two updates may occur?
Choose 2 answers
A. The open Payment will be marked as Paid.
B. A Payment will be added to the Opportunity.
C. The Stage of the Opportunity will change to Closed/Won.
D. The Opportunity amount will include the new payment amount.
Question 2
The executive director at a nonprofit needs to understand the overall summary of individuals engaged with the organization across multiple channels, including donations, volunteer shifts, and event attendance. What can the consultant deliver to help them achieve this summary by channel?
A. Create a Role Hierarchy to summarize the number of Opportunity records associated with each user, and the Campaign Memberships associated with the Primary Contact on the Opportunity by channel.
B. Create an Account Hierarchy to see the number of people related to each household, and their associated Contact records with Campaign Memberships and Opportunities by channel.
C. Create a User Hierarchy to report by user with the Opportunity, Contact, and Campaign records owned representing donation, volunteer, and event channels and their Campaign Memberships.
D. Create a Campaign Hierarchy to see the number of people associated with each donation, shift, and event, by channel with Campaign Memberships.
Question 3
The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total.
How can this be accomplished with NPSP using Account records for the grant making institution?
A. Create Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.
B. Create Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.
C. Create Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.
D. Create Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.
Question 4
A nonprofit on Unlimited Edition uses direct mail extensively as a fundraising channel. The nonprofit wants to automate the search for duplicate contact records.
What should the consultant recommend implementing?
A. Matching Rules
B. Scheduled Apex Jobs
C. Duplicate Jobs
D. Duplicate Rules
Question 5
A nonprofit customer wants to have the status for a Campaign Member on a fundraising campaign automatically update when a donation is received from that Contact.
What should the consultant recommend?
A. Use Process Builder to update the Contact's campaign member record.
B. Create a workflow rule that updates the Campaign Status when an Opportunity is created.
C. Enable Automatic Campaign Member Management in NPSP settings.
D. Create an Apex Trigger to update the Contact's Campaign record.
Solutions:
| Question 1 Answer: B,D | Question 2 Answer: D | Question 3 Answer: D | Question 4 Answer: C | Question 5 Answer: C |
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