Salesforce Nonprofit Cloud Consultant Credential
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.
Purpose of this Exam Guide
This exam guide is designed to help you prepare for the Salesforce Certified Nonprofit Cloud Consultant exam. This guide provides information about the target audience, the recommended training and documentation, and a complete list of exam objectives. Salesforce highly recommends a combination of on-the-job experience and self-study to maximize your chances of passing the exam.
Audience Description
A Salesforce Nonprofit Cloud Consultant designs and deploys complex solutions that support customer business processes and requirements using Salesforce applications. The consultant has experience designing solutions using the Nonprofit Cloud functionality and can lead the implementation of these solutions within a customer organization. The consultant has both experience working with nonprofits and expertise in Salesforce applications, including the knowledge needed to implement multiple applications.
Salesforce Nonprofit Cloud Consultants are interested in demonstrating their expertise as cloud computing implementation consultants with a specialty in nonprofits. The Salesforce Certified Nonprofit Cloud Consultant has 2 to 5 years of senior experience in the nonprofit sector.
The successful candidate has developed the skills outlined below:
- Nonprofit domain expertise
- Experience managing implementation projects
- Solid understanding of data management and database concepts
- Strong analytical and problem-solving skills
- Working knowledge of the Salesforce ecosystem and licensing
- Familiarity with the software development lifecycle
- Solid understanding of internet technologies and cloud computing
And has demonstrated the ability to:
- Install, configure, and customize Salesforce Nonprofit Cloud solutions for nonprofits.
- Anticipate and mitigate risk
- Meet and manage customer expectations
- Increase customer confidence
- Deliver effective business results consistently
- Manage project implementation from discovery to launch
- Build solutions that are scalable and maintainable
- Set up change management practices to ensure long-term solution success
- Troubleshoot and resolve technical issues
- Prioritize and escalate customer issues
- Train the customer on new business processes in the solution
- Manage data migration
A candidate for this exam is expected to know or do the following:
Product
- Administer a Salesforce org
- Install and configure Salesforce.org products
- Understand B2B and B2C contact/account models
- Understand the capabilities of Salesforce.org products
- Implement the appropriate security model for a given use case
- Understand basic concepts of Salesforce Customer360 and the benefits and use cases for customers
- Understand the Salesforce platform and governor rules as they apply to Salesforce.org products in a multi-tenant environment
- Understand the basics of table-driven trigger management (TDTM)
- Understand the implications of large data volumes on an implementation project
- Know how Salesforce products (Sales, Service, Marketing, Community, etc.) interact with Salesforce.org products
- Understand the release process
- Understand the implementation, configuration, and management of key features in Salesforce.org products
- Know the types of sandboxes and the functionality of each
- Understand how various components of Nonprofit Cloud can solve different business challenges (fundraising, program management, engagement, and grants management).
Domain
- Know common nonprofit use cases and best practices
- Understand the implications of privacy regulations
- Explain the factors that influence nonprofit metrics, KPIs, and business challenges
- Explain the use cases and benefits for different engagement channels
- Identify challenges and considerations for business continuity in nonprofits
- Compare and contrast the different types of nonprofits and their business drivers
Consulting
- Discuss the current state and management of legacy data with a customer
- Translate requirements into a solution design, including analytics
- Understand how to lead a requirements gathering session
- Design and implement a data migration strategy
- Understand the implementation process from discovery to launch
- Analyze customer requirements to determine an appropriate solution design considering capabilities, limitations and design trade-offs
- Distinguish the key components that contribute to performance optimization within a design
- Determine how to facilitate a successful consulting engagement (plan, gather requirements, design, build, test and document)
- Determine appropriate deployment strategies
- Describe the benefits of Salesforce to nonprofits
- Know when to develop declaratively, use custom code, or use third-party applications
A candidate for this exam will likely need assistance with:
- Determining which trigger handlers should be enabled or disabled
- Implementation of code-based strategies for handling large data volumes
- Customized solutions for niche business cases
- Product licensing considerations
- Lightning Migrations
A candidate for this exam is not expected to know or do the following:
- Write code from scratch
- Conduct pricing discussions
- Implement code-based integrations
Typical job roles of a Salesforce Certified Nonprofit Cloud Consultant candidate may include:
- Project Manager
- Business Analyst
- Solution Architect
- Consultant
- Senior Administrator
- Salesforce Developer
- Technical Architect
- Data Migration Specialist
Salesforce Nonprofit Cloud Consultant Exam Summary:
| Exam Name | Salesforce Nonprofit Cloud Consultant |
| Exam Code | Nonprofit Cloud Consultant |
| Exam Price | Registration fee: USD 200 Retake fee: USD 100 |
| Duration | 105 minutes |
| Number of Questions | 60 |
| Passing Score | 67% |
| Recommended Training / Books | Nonprofit Cloud Consultants |
| Sample Questions | Salesforce Nonprofit Cloud Consultant Sample Questions |
| Recommended Practice | Salesforce Certified Nonprofit Cloud Consultant Practice Test |
Salesforce Nonprofit Cloud Consultant Syllabus:
| Section | Objectives | Weights |
Domain Expertise |
- 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. |
20% |
| Nonprofit Cloud Product Configuration | - 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. |
22% |
| Implementation Strategies and Best Practices | - 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.) |
18% |
| Solution Design | - 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. |
20% |
| Integration and Data Management | - 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. |
15% |
| Analytics | - Given a scenario, determine the appropriate analytics solution (Reports, Dashboards, Tableau and Tableau CRM, third-party solutions, etc.) in Nonprofit Cloud. | 5% |
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