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Salesforce Certified Nonprofit Success Pack Consultant Exam Guide

Contents

About the Salesforce Certified Nonprofit Success Pack Consultant Exam
Audience Description: Salesforce Certified Nonprofit Success Pack Consultant
Purpose of This Exam Guide
About the Exam
Exam Outline
Recommended Training and Resources
Salesforce Certification Candidate Code of Conduct
Maintaining Your Salesforce Certification

 

About the Salesforce Certified Nonprofit Success Pack Consultant Exam

The Salesforce Certified Nonprofit Success Pack Consultant Exam is designed for consultants who have experience working with nonprofits and implementing Nonprofit managed package solutions, including Nonprofit Success Pack, in a customer-facing role. The Salesforce Certified Nonprofit Success Pack Consultant is able to successfully install, design and implement Nonprofit managed package solutions that meet customer business requirements, are maintainable and scalable, and contribute to long-term customer success.

NOTE: Salesforce offers both integrated platform solutions and managed package products under the Salesforce for Nonprofits product suite. This exam only focuses on the managed packages (including, but not limited to, the “Nonprofit Success Pack” or NPSP). In the context of this exam guide and on the exam, you’ll continue to see the term “Nonprofit Cloud” used to reference nonprofit managed packages until additional updates are made.

 

Audience Description: Salesforce Certified Nonprofit Success Pack Consultant

A Salesforce Certified Nonprofit Success Pack 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 success pack 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 Certified Nonprofit Success Pack Consultants are interested in demonstrating their expertise as cloud computing implementation consultants with a specialty in nonprofits. The Salesforce Certified Nonprofit Success Pack 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 Customer 360 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 Success Pack Consultant candidate may include:

  • Project Manager
  • Business Analyst
  • Solution Architect
  • Consultant
  • Senior Administrator
  • Salesforce Developer
  • Technical Architect
  • Data Migration Specialist

 

Purpose of This Exam Guide

This exam guide is designed to help you prepare for the Salesforce Certified Nonprofit Success Pack 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. 

 

About the Exam

Here are details about the Salesforce Certified Nonprofit Success Pack Consultant Exam.

  • Content: Approximately 60 multiple-choice/multiple-select questions and up to five unscored questions
  • Time allotted to complete the exam: 105 minutes
  • Passing score: 67%
  • Version: Exam questions align to the Summer '22 release
  • Registration fee: US$200, JPY ¥30,000, plus applicable taxes as required per local law
    Retake fee: US$100, JPY ¥30,000, plus applicable taxes as required per local law
  • Delivery options: Proctored exam delivered onsite at a testing center or in an online environment; find more information on scheduling an exam here.
  • References: No hard-copy or online materials may be referenced during the exam.
  • Prerequisite: Salesforce Administrator Certification
  • Note: When evaluating questions and answers, consider all currently available features including those available in either Lightning Experience or Salesforce Classic.

This exam may contain up to five additional unscored questions to gather performance data. Unscored questions are randomly integrated and have no impact on your final exam result.

 

Exam Outline

The Salesforce Certified Nonprofit Success Pack Consultant Exam measures a candidate’s knowledge and skills related to the following objectives. 
 

Domain Expertise: 20%
  • 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.
 
Nonprofit Cloud Product Configuration: 22%
  • 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 implications of the Salesforce release window on implementations.
  • Install Nonprofit Cloud applications and/or solutions.
  • Configure the Nonprofit Cloud application security model to meet customer requirements.
 
Implementation Strategies and Best Practices: 18%
  • 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%
  • 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%
  • 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%
  • Given a scenario, determine the appropriate analytics solution (Reports, Dashboards, Tableau and Tableau CRM, third-party solutions, etc.) in Nonprofit Cloud.

 

Recommended Training and Resources

As preparation for this exam, we recommend a combination of hands-on experience, training course completion, Trailhead Trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

The self-study materials recommended for this exam include:

To review online documentation, tip sheets, and user guides, search for the topics listed in the Exam Outline section of this guide on Salesforce Help and study the information related to those topics. 

 

Salesforce Certification Candidate Code of Conduct

At Salesforce, Trust is our #1 value. Protecting the security of Salesforce Certifications is up to all of us. As a participant in the Salesforce Certification Program, you’re required to review and accept the terms of the Salesforce Certification Program Agreement and Code of Conduct at the beginning of each exam.

 

Maintaining Your Salesforce Certification

One of the benefits of holding a Salesforce Certification is always being up to date on new product releases. You'll be required to complete the Salesforce Certified Administrator certification maintenance module on Trailhead once a year.

Don’t let your hard-earned certification expire! If you don't complete all maintenance requirements by the due date, your certification will expire. 

Bookmark these useful resources for maintaining your certifications.

 
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