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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: NPSP Configuration and Development | 25% | - Relationships Management - NPSP Settings and Preferences - Data Model Design for Nonprofits - Affiliations Configuration - Contacts and Households - Account Model Configuration |
| Topic 2: Analytics and Reporting | 15% | - Success Metrics Definition - Custom Report Types - Reports and Dashboards for Nonprofits - Rollup Summary Fields - Nonprofit Reporting Templates |
| Topic 3: Solution Design and Implementation | 20% | - User Adoption and Training Planning - Integration with External Systems - Requirements Gathering - Data Migration Strategies - NPSP Best Practices - Customization vs Configuration Decisions |
| Topic 4: Constituent Management | 20% | - Segmentations and Campaigns - Household Management - Relationships and Groupings - Contact and Organization Records - Affiliations and Memberships |
| Topic 5: Donations and Fundraising Management | 20% | - Recurring Donations (Recurring GAU) - Payment Methods and Processing - Donation Management - Opportunity and GAU Configuration - Donations Batch Processing - Grant Management |
1. A user at a nonprofit is trying to run a mailing list report on a campaign using the NPSP Household Mailing List button. They receive an error saying, "the data you are trying to access is unavailable." The button works as expected for the system administrator.
What should the consultant advise to troubleshoot the issue?
A) Check if the Campaign ID filter in the Campaign Household Mailing List report is unlocked.
B) Check if the user has access to the Apex Class for Manage Households.
C) Check if the user has access to Households via Role hierarchy.
D) Check if the user has the View Reports in Public Folders system permission.
2. A human services nonprofit needs to track client goals and action items related to those goals. The nonprofit is unsure whether Program Management Module alone will meet Its requirements. The nonprofit is considering whether to implement Nonprofit Cloud Case Management.
What should the consultant discuss with the nonprofit?
A) Case Management requires Experience Cloud licenses.
B) Program Management Module can track Case Plans and Action Items.
C) Case Management has a custom object for tracking goals.
D) Program Management Module has custom objects for calendars and activities.
3. A nonprofit needs to track key information for grants it applies for and receives, such as deadline dates, activity completion dates, and descriptions. In addition, the nonprofit wants to track actions completed and view the next deadline date on the Opportunity.
Which feature should the consultant recommend?
A) Cases
B) Tasks and Events
C) Engagement Plans
D) Deliverables
4. A nonprofit wants to present active volunteer sites on a map which should be visible without logging in.
Which tool would support this requirement?
A) Custom Dashboard
B) Tableau CRM
C) Tableau Public
D) Custom Report
5. A nonprofit organization had enabled Person Accounts in its org and now wants to install NPSP. The nonprofit organization wants to completely remove all Person Account features. What should the nonprofit organization consider?
A) Use the NPSP Conversion Utility Tool
B) Create a case in Salesforce to completely remove the Person Account record type
C) Ensure the Person Account record type is selected as the Household record type in NPSP Settings
D) Apply for a new Salesforce organization and request a license transfer
Solutions:
| Question # 1 Answer: B | Question # 2 Answer: C | Question # 3 Answer: D | Question # 4 Answer: C | Question # 5 Answer: D |
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