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Salesforce Certified Nonprofit Cloud Consultant Exam Guide

Salesforce Certified Nonprofit Cloud Consultant Exam Guide.

1. About the Salesforce Certified Nonprofit Cloud Consultant Exam

The Salesforce Nonprofit Cloud Consultant program is designed for consultants who have experience working with nonprofits and implementing Salesforce Nonprofit Cloud and related solutions in a customer-facing role. The intended audience has proven experience with installing and configuring Salesforce Nonprofit Cloud. The Salesforce Nonprofit Cloud Consultant is able to successfully design and implement Nonprofit Cloud solutions that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success.

  • Content: 60 scored, multiple-choice/multiple-select questions and up to 5 non-scored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 67% (41 out of 60 Questions)
  • Registration fee: USD 200, plus applicable taxes as required per local law
  • Retake fee: USD 100, plus applicable taxes as required per local law
  • Prerequisite: Salesforce Administrator credential

2. Salesforce Certified Nonprofit Cloud Consultant Exam Outline

Domain Expertise: 20% (12 Questions)

  • 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.

Non Profit Cloud Product Configuration: 22% (13 Questions)

  • 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 differences between the Nonprofit Cloud release schedule and the Salesforce release schedule, including considerations for declarative and custom development during the deployment stage of implementation.
  • Install Nonprofit Cloud applications and/or solutions.
  • Configure the Nonprofit Cloud application security model to meet customer requirements.

 Implementation Strategies and Best Practices: 18% (11 Questions)

  • 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.)

Solution Design: 20% (12 Questions)

  • 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.

Integration and Data Management: 15% (9 Questions)

  • 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.

Analytics: 5% (3 Questions)

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

3. Salesforce Certified Nonprofit Cloud Consultant Exam Guide

4. Salesforce Certified Nonprofit Cloud Consultant Certification Exam Trailmix

5. Important Topics for Salesforce Certified Nonprofit Cloud Consultant Exam

5.1 Domain Expertise: 20% (12 Questions)

  • Pardot vs Marketing Cloud
PardotMarketing Cloud
Lead Scoring & DistributionOverall Brand Journeys & Messaging
Lead ScoringTransactional messages
Lead DistributionPromotional Messages
Sales AlertWeb Behavior Tracking
Sales Cloud FeatureMobile
Social Listening
Social Ads
Pardot vs Marketing Cloud
  • Salesforce Engage (a Pardot add-on) is specifically designed to help align your company’s sales and marketing teams, allowing them to work together smartly to sell your product
  • Key Features of Salesforce Engage
    • Engage Campaigns: Launch 1:1 or 1:many campaigns directly from Salesforce using marketing-approved content
    • Engage Alerts: Reach out to prospects at exactly the right moment by viewing real-time prospect activity in a card-based column view filtered by the criteria you set up
    • Engage Reports: Analyze how leads and contacts interact with your Engage Campaigns by seeing which emails and templates performed best over the last week, last two weeks, last 30 days, or a custom date range
    • Engage for Gmail and Outlook: Send trackable emails to prospects directly from Gmail and Outlook.

5.2 Non Profit Cloud Product Configuration: 22% (13 Questions)

  • 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 differences between the Nonprofit Cloud release schedule and the Salesforce release schedule, including considerations for declarative and custom development during the deployment stage of implementation.
  • Install Nonprofit Cloud applications and/or solutions.
  • Configure the Nonprofit Cloud application security model to meet customer requirements.

 5.3 Implementation Strategies and Best Practices: 18% (11 Questions)

  • 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.)

5.4. Solution Design: 20% (12 Questions)

  • 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.

5.5 Integration and Data Management: 15% (9 Questions)

  • Three types of Data Skew
    • Account Data Skew: Too many child records associated with the same parent object
    • Ownership Skew: Large number of records with the same object type are owned by a single user
    • Lookup Skew: Large number of records are associated with a single record in the lookup object
  • Bulk Queries: Can retrieve up to 15 GB of data, divided into fifteen 1 GB files
  • Truncating a custom object erases all records including Recycle Bin; the custom object’s history; and related events, tasks, notes, and attachments for each deleted record.  
  • 5 Steps to an Effective Salesforce Data Management Strategy
    1. Take Only What you Need: CRM-Relevant Data
    2. Optimize your Big Objects: Large Data Volume Optimization
      • Force.com Query Plan
      • Database Statistics
      • Skinny Tables
      • Indexex
      • Divisions
    3. Use Data Where it Lives: Federate and Integrate Non-CRM Data
      • Salesforce Connect
      • Heroku Connect / Heroku External Objects
      • Web Services / Mashups
      • CRM Analytics
    4. Travel Light: Data Archiving
      • Data Extract
      • Big Object
      • AppExchange Archiving Solutions

5.6 Analytics: 5% (3 Questions)

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

6. Additional Resource

Note:

This article is still in progress!

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