Nonprofit Cloud Consultant
ABOUT THE Doc
A document that summarizes learning materials, links, frequent topics, and summaries during the course of study.
The document itself does not mean much.
I recommend learning while rearranging the document itself after copying.
Main Resource
- Nonprofit Cloud Consultant Training and Certification Guide
- Nonprofit Success Pack (NPSP) Documentation
- NPSP How-To-Series (videos)
- NPSP Help and Support (Customer Resources)
- Salesforce Fundamentals for Nonprofits
- Getting Started: Manage Programs with Nonprofit Cloud
Import Data Into Salesforce and NPSP - Install NPSP into a Trailhead Playground (Project)
- Exam Outline
- Trailmix - Nonprofit Cloud Consultants
- NONPROFIT CLOUD ACADEMY
- SLIDE DECK (.pdf)
- PART 1 Getting Started as a Consultant, Nonprofit Domain Expertise, Introduction to Nonprofit Cloud I(1 hour, 34 minutes)
- PART 2 Introduction to Nonprofit Cloud II(1 hour, 37 minutes)
- PART 3 Volunteers for Salesforce (V4S), Solution Design(1 hour, 43 minutes)
- PART 4 Implementation Best Practices, Data Management, Analytics, Prepare to Take the Exam(1 hour, 49 minutes)
Exam Outline
The Salesforce Nonprofit Cloud Consultant exam measures a candidate’s knowledge and skills related to the following objectives.
NPSP Settings and Administration: 20% 12
- Given a set of requirements, use NPSP Settings for people (Leads, Contacts, and Accounts) management defaults.
- TRAILHEAD: Fundraise with Nonprofit Cloud
- TRAILHEAD: Administer Nonprofit Success Pack (NPSP)
- Healthy Org Workbook
- NPSP Workflow Diagrams (.pdf)
- What is an Account Model? (article)
- Convert a Lead to a Contact (article)
- Parent-Child Data Skew (article)
- Given a set of requirements, use NPSP Settings to set up and troubleshoot Relationships.
- Given a set of requirements, use the NPSP Settings to set up donation (Opportunity) management defaults.
- Soft Credits Overview (article)
- What Happens When I Delete an Account? (article)
- Individual Donor Management with Salesforce + NPSP (article)
- Things to Know Before Enabling Customizable Rollups (article)
- Manage Multiple-Payment Donations (article)
- Customize Opportunity (Donation) Names (article)
- Introducing Batch Gift Entry in Nonprofit Cloud (video)
- Given a user requirement to track on-going (more than one) donations in Salesforce, use the NPSP Settings to enable recurring giving functionality that meets the requirements.
- Recurring Donations - Overview and Setup (article)
- Recurring Donations versus Opportunity (Donation) Payments (article)
- Create Custom Installment Periods for Recurring Donations (article)
- Given an error message through NPSP, determine whether it is an NPSP issue and appropriate next steps.
- Given a requirement to ensure system cleanliness, run the Health Check tool and implement recommended changes.
- Explain the differences between the NPSP release schedule and the Salesforce release schedule, including considerations for declarative and custom development during the deployment stage of implementation.
- Keep up with NPSP and Salesforce Releases (article)
- Clone Compact Layouts to Preserve Your Changes (NPSP) (article)
- Given a requirement to manage multiple addresses for a nonprofit constituent, be able to define the Address Management functionality and configure the standard state and country picklists functionality to work with the Address, Contact, and Account objects.
- State and Country Picklists for NPSP (article)
- Address Management Overview (article)
- NPSP How-to-Series: Mark a Default Address (video)
- Install and configure NPSP according to best practices in an existing Salesforce org.
- Install Nonprofit Success Pack (article)
- Nonprofit Success Pack Upgrade Guide (document)
- Nonprofit Success Pack Post-Install Checklist (article)
- Create or modify customizable rollups using best practices for a Salesforce org with NPSP installed and on the latest version.
Nonprofit Cloud Data Management: 11% 6.6
- Given a specific data requirement from a nonprofit, explain the use cases and considerations for using Salesforce Data Loader, NPSP Data Importer, or the Salesforce Import Wizard.
- TRAILHEAD: Constituent Data Management with Nonprofit Success Pack
- Data Management for Engagement with Nonprofit Success Pack
- NPSP Advanced User's Guide to Importing Data (document)
- NPSP Administrator's Guide to Importing Donor Data (document)
- Shield Platform Encryption Compatibility with NPSP (article)
- Given customer requirements, explain the data integration use cases and considerations for a Nonprofit Cloud implementation.
- TRAILHEAD: Introduction to Salesforce Connect
- API Request Limits and Allocations (article)
- Middleware Terms and Definitions (article)
- Data Loader (article)
- When to use Data Loader (article)
- Data Loader (technical library)
- Given the size of records and files for an implementation, identify if the implementation will require additional solution design due to large data volumes.
- TRAILHEAD: Large Data Volumes
- Table-Driven Trigger Management (TDTM) Overview for NPSP (article)
- Disable Trigger Handlers for NPSP (article)
- Identify which duplicate management tools to use for a Salesforce implementation, considering common nonprofit needs and compatibility with the various NPSP data models.
- TRAILHEAD: Duplicate Management
- Merge Contacts (article)
- Duplicate Management for Nonprofits. . . (article)
- Given a set of business requirements, recommend data management strategies that align with Salesforce best practices.
- TRAILHEAD: Data ModelingNew! Import Data into Salesforce and NPSP (article)
- How to Import Data More Effectively Into NPSP (article)
- NPSP Administrator's Guide to Importing Donor Data (document)
- An Introduction to Categorizing Contacts in Salesforce for Nonprofits (article)
- NPSP Advanced User's Guide to Importing Data (document)
- Given a situation in which data needs to be imported to the system, use the NPSP settings at appropriate times during the data loading process to refresh opportunities, recurring donations, and levels.
Nonprofit Cloud Analytics: 6% 3.6
- Given a business requirement to create a report that shows donors who previously donated money but have not yet this year, identify the best way to approach that situation.
- TRAILHEAD: Reports & Dashboards for Lightning Experience
- TRAILHEAD: Nonprofit Program Management Reports and Dashboards
- TRAILHEAD: Analyze the Impact of Your Campaigns
- Nonprofit Success Pack Reports Workbook (document)
- Given a set of desired metrics (including roles, levels, account data model), determine the appropriate report, dashboard, or reporting snapshot solution.
- Manage Opportunity (Donation) Rollups (article)
- NPSP Relationship Entity Diagram (document)
- Quick Start: Reports and Dashboards (article)
- Create and Manage Memberships (article)
- An Introduction to Categorizing Contacts. . . (article)
- Choose the Correct Address for Your Mailing Label Report (article)
- Nonprofit Success Pack Reports Workbook (document)
- Add Campaign Members from Standard and Custom Reports (article)
- Chart Types (article)
- Given a scenario that involves reporting on year over year giving at a point in time, determine the correct way to achieve that situation.
Domain Expertise: 18% 10.8
- Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for fundraising and donor management.
- TRAILHEAD: Donor Management with Nonprofit Success Pack
- Automated Soft Credits (article)
- Soft Credits Overview (article)
- Create and Manage Donation Allocations (article)
- Create and Manage In-Kind Gifts (article)
- Create and Manage Grants (article)
- Working with Opportunity Sales Processes (article)
- Moves Management and NPSP: Solicitation with Salesforce (article)
- Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for marketing and engagement.
- TRAILHEAD: Engage Constituents with Nonprofit Cloud
- TRAILHEAD: Campaign Basics
- An Introduction to Categorizing Contacts in Salesforce for Nonprofits (article)
- Tags (Pardot Site)
- What are Campaigns and How Do They Work? (article)
- Set Up Campaign Hierarchies (article)
- Mark a Contact as Do Not Contact or Deceased (article)
- Consent Management for Nonprofit Success Pack (article)
- Data Portability for Nonprofit Success Pack (article)
- Getting Started: Salesforce Fundamentals for Nonprofits (article)
- Salesforce Ideas: Ability to sync tags from Pardot to Salesforce
- Manage Duplicate Data Privacy Settings Records with the Individual Object (Winter 19 Release Notes)
- Campaigns for Fundraising Implementation Guide
- Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for program management.
- TRAILHEAD: Manage Programs with Nonprofit Cloud
- Case Hierarchies (article)
- What are Campaigns and How Do They Work? (article)
- Add and Manage Organization Accounts (article)
- Create and Manage Engagement Plans (article)
- Web-to-Case Overview (slides)
- Set Up Web-to-Case (article)
- Create Deduplicated Mailing Lists from a Campaign (article)
- Given a specific business challenge, identify the correct Salesforce solutions that satisfy customer requirements for volunteer management.
- TRAILHEAD: Manage Volunteers for Nonprofits
- Volunteers for Salesforce User Guide (document)
- Create Custom Installment Periods for Custom Donations (article)
- Recurrence Schedule Processing (article)
- NPSP How-To Series: Create Volunteer Campaigns (video)
- Given customer requirements, build role-based analytics that satisfy customer requirements.
- TRAILHEAD: Donation Management Basics with Nonprofit Success Pack
- Nonprofit Success Pack Reports Workbook (document)
- For customers seeking Salesforce resources, distinguish and rationalize the purpose for resource sites like the Power of Us Hub, Trailblazer Community, Trailhead, and AppExchange.
Nonprofit Cloud Solution Design: 24% 14.4
- Given a set of business requirements, determine the Salesforce product(s) to be used for the solution.
- Salesforce Products (Partner Community site)
- Products Overview (Salesforce.com site)
- Salesforce Industry Solutions (Salesforce.com site)
- Create and Manage Donation Allocations (article)
- Salesforce Marketing Cloud for Nonprofits Demo (video)
- Communicate More Effectively with Salesforce for Nonprofits (Salesforce.org site)
- Instant Insight Across Your Nonprofit (Salesforce.org site)
- Nonprofit Success Pack (NPSP): The Foundation for the Connected Nonprofit (Salesforce.org site)
- Salesforce Social Studio for Nonprofits - Demo (video)
- TRAILHEAD: Lightning Flow
- TRAILHEAD: Get Started with Community Cloud
- TRAILHEAD: Community Cloud Basics
- TRAILHEAD: Create Digital Engagement on Multiple Channels
- TRAILHEAD: Engage Constituents with Salesforce Nonprofit Cloud
- TRAILHEAD: Salesforce & Pardot Integration
- TRAILHEAD: Marketing Cloud for Salesforce Partners
- Given a set of business requirements, determine when it is appropriate to use declarative development (clicks), custom code, or a third-party solution.
- TRAILHEAD: Administer Nonprofit Success Pack (NPSP)
- Statement on Batch Data Entry (article)
- Table-Driven Trigger Management (TDTM) Overview for NPSP (article)
- Map Recurring Donation Fields to Custom Opportunity Fields (article)
- Volunteers for Salesforce User Guide (document)
- Customizable Rollups Overview (video)
- Customizable Rollups Overview (article)
- TRAILHEAD: Pardot Basics
- TRAILHEAD: Salesforce Optimizer
- Salesforce.org Philanthropy Cloud
- Static and Dynamic Prospect Lists (article)
- What is a System Administrator? (article)
- Create and Update Campaign Members Through an Opportunity (article)
- Healthy Org: Maintaining Data Quality in Salesforce (article)
- Given a scenario, analyze customer requirements to determine an appropriate solution design considering capabilities, limitations, and design trade-offs.
- Nonprofit Success Pack and Translation (article)
- An Introduction to Categorizing Contacts in Salesforce for Nonprofits (article)
- Lightning Flow (article)
- Error Handling (article)
- NPSP and Person Accounts (article)
- Create and Update Campaign Members Through an Opportunity (article)
- Setup and Configure Volunteers for Salesforce (guide)
- Volunteers for Salesforce FAQ (article)
- Why and How to Use Leads (article)
- Soft Credits Overview (article)
- Given a set of fundraising business requirements, determine which functionality in NPSP should be used for the solution.
- An Introduction to Categorizing Contacts in Salesforce for Nonprofits (article)
- Create and Update Campaign Members Through an Opportunity (article)
- What are Campaigns and How Do They Work? (article)
- Create and Manage Grants (article)
- Create and Manage Levels (article)
- Dynamic Lightning Pages (article)
- Create and Manage Engagement Plans (article)
- TRAILHEAD: Moves Management with Nonprofit Success Pack
- Given a set of business requirements related to data security, determine which security features should be used.
- Classic Encryption for Custom Fields (article)
- Shield Platform Encryption Compatibility with NPSP (article)
- Security Health Check (article)
- Two-Factor Authentication (article)
- Permission Sets (article)
- Profiles (article)
- Organization-wide Sharing Defaults (article)
- Three Steps to Reviewing Your Data Security in Community Cloud (article)
- Secure Your Data in Community Cloud with Advanced Configuration (article)
- Three Steps to Verify Your Community Cloud Settings (article)
Nonprofit Implementation Strategies and Best Practices: 21% 12.6
- Given a set of requirements, design a case management solution from case creation to closure including case assignment, case escalation, case resolution, and case disposition.
- Given a scenario, determine how to facilitate a successful Nonprofit Cloud consulting engagement (plan, gather requirements, design, build, test, and document).
- TRAILHEAD: Project Risk Management for Partners
- TRAILHEAD: Project Management Plan Lite for Salesforce Partners
- TRAILHEAD: Build Your Practice as a Consulting Partner
- TRAILHEAD: Find Success with Your Implementation Partner (for customers)
- Nonprofit Success Pack Page Layouts (article)
- NPSP and Person Accounts (article)
- Great missions deserve great technology (Salesforce.org site)
- Keep up with NPSP and Salesforce Releases (article)
- Salesforce Products (website)
- Salesforce Industries (website)
- Nonprofit Success Pack Trial
- Given customer background information, gather requirements, create user stories, and develop business processes into system requirements.
- TRAILHEAD: Manage Volunteers for Nonprofits
- Create and Manage In-Kind Gifts (article)
- Acknowledge Donations by Email (article)
- Batch Data Import Enhancements. . . (blog)
- NPSP Administrator's Guide to Importing Donor Data (article)
- Pardot Form Handlers (article)
- Create and Manage Grants (article)
- Create and Manage Memberships (article)
- Create and Manage Engagement Plans (article)
- Create and Manage Levels (article)
- Given customer requirements, design a solution based on best practices for governance.
- TRAILHEAD: Governance Basics
- TRAILHEAD: Organizational Alignment (V2MOM)
- TRAILHEAD: Application Lifecycle and Development Models
- TRAILHEAD: Apex Triggers
- TRAILHEAD: Drucker School - Organizational Change Leadership
- TRAILHEAD: Prepare for Salesforce Releases
- Effortless Governance. . .Center of Excellence (video)
- Ask an Architect: Governance, Huh? (article)
- Given a simple set of business requirements, determine the appropriate account model for a nonprofit customer.
- Convert to the Nonprofit Success Pack Household Account Model (document)
- What is an Account Model? (article)
- Add and Manage Organization Accounts
- Nonprofit Success Pack Entity Relationship Diagram
- Given a planned solution, create a test environment plan with specific environments.
- Sandbox Types and Template (article)
- Sandbox Setup Considerations (article)
- Environment Hub (Partner Community site)
- Sandbox Management Best Practices (article)
- Given a solution scenario, determine which deployment tools and strategy would be used.
- Deploy a Custom Apex Class in the TDTM Framework for NPSP (article)
- NPSP Public Data Dictionary (community-generated spreadsheet)
NPSP and Person Accounts (article) - Convert to the Nonprofit Success Pack Household Account Model (document)
- Upgrade to Nonprofit Success Pack from a Previous Version of NPSP (article)
- Choose Your Tools for Developing and Deploying Changes (article)
- TRAILHEAD: Power Up with AppExchange
- TRAILHEAD: Understand What Application Lifecycle Management Is
- TRAILHEAD: Craft Your Release Strategy
- Outbound Change Set Validation Errors (article)
- Components Available in Change Sets (article)
Topic
- Soft Credits Overview
- https://powerofus.force.com/s/article/NPSP-Mark-a-Contact-as-Do-Not-Contact-or-Deceased
- https://powerofus.force.com/s/article/NPSP-Installmt-Periods-Recur-Dons
- https://powerofus.force.com/s/article/NPSP-Merging-Contacts
- https://powerofus.force.com/s/article/NPSP-How-the-Import-Process-Works
- https://trailhead.salesforce.com/en/content/learn/modules/nonprofit_volunteer_website/nonprofit_volunteer_website_volunteers
- https://powerofus.force.com/s/article/NPSP-What-is-an-Account-Model
- https://trailhead.salesforce.com/en/content/learn/modules/fundraising-reports-and-dashboards-with-nonprofit-success-pack/format-and-customize-npsp-fundraising-reports
- https://powerofus.force.com/s/article/NPSP-Manage-Multiple-Payment-Donations#ariaid-title5
- https://powerofus.force.com/s/article/NPSP-Cust-Rollups-Overview
- https://powerofus.force.com/s/article/SFDO-Keep-Up-With-Rels#logistics
- https://powerofus.force.com/s/article/NPSP-Manage-Allocations
- https://powerofus.force.com/s/article/NPSP-Edit-or-Reschedule-NPSP-Scheduled-Jobs#ariaid-title3
- https://www.salesforce.org/nonprofit-direct-mail-salesforce-part-9-multichannel/
- https://powerofus.force.com/s/article/NPSP-Configure-Memberships#ariaid-title4
- https://powerofus.force.com/s/article/NPSP-Map-Recur-Donation-Flds-Cust-Opp-Flds
- https://powerofus.force.com/s/article/NPSP-TDTM-Overview
- https://powerofus.force.com/s/article/NPSP-Deploy-Custom-Apex-TDTM
- https://powerofus.force.com/s/article/NPSP-NPSP-and-Person-Accounts
- https://www.salesforce.org/trial/npsp/
- https://powerofus.force.com/s/article/NPSP-NPSP-and-Person-Accounts
- https://trailhead.salesforce.com/en/content/learn/modules/nonprofit-success-pack-maintenance/run-the-npsp-health-check-in-your-org
- https://powerofus.force.com/s/article/NPSP-State-and-Country-Picklists
- https://powerofus.force.com/s/article/NPSP-Install#ariaid-title4
- https://powerofus.force.com/s/article/NPSP-Manage-Allocations
- https://powerofus.force.com/s/article/NPSP-Common-Health-Check-Errors#ariaid-title6
- https://powerofus.force.com/s/article/NPSP-Create-Edit-and-View-Relationships
- https://powerofus.force.com/s/article/NPSP-Auto-Create-Campaign-Members-Thru-Opp#ariaid-title3
- https://powerofus.force.com/s/article/NPSP-Soft-Credits-Overview#ariaid-title6
