Salesforce Certified Nonprofit Success Pack Consultant Practice Test

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.
• Given a requirement to ensure system cleanliness, run the Health Check tool and implement recommended changes.

Create or modify customizable rollups using best practices for a Salesforce org with NPSP 3.0 installed and on the latest version.

• 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.

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.).

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.

Given a simple set of business requirements, determine the appropriate account model for a nonprofit customer.

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.
• Given a size of records and files for an implementation, identify if the implementation will require additional solution design due to large data volumes.
• 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.

Identify which duplicate management tools to use for a Salesforce implementation, considering common nonprofit needs and compatibility with the various NPSP data models.

• Given a scenario, determine the appropriate analytics solution (Reports, Dashboards, Tableau and Tableau CRM, third-party solutions, etc.) in Nonprofit Cloud.
• 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.
• Given a set of desired metrics (including roles, levels, account data model), determine the appropriate report, dashboard, or reporting snapshot solution.
• Given a scenario that involves reporting on year over year giving at a point in time, determine the correct way to achieve that (with a reporting snapshot).