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Unlock Your Nonprofit Potential: Master Salesforce Certified Nonprofit Cloud Consultant Nonprofit-Cloud-Consultant

Ready to make a difference in the nonprofit sector? Our cutting-edge Salesforce Certified Nonprofit Cloud Consultant practice questions are your secret weapon. We understand the unique challenges you face – balancing technical expertise with a passion for social impact. That's why our meticulously crafted materials go beyond mere memorization, immersing you in real-world scenarios that will sharpen your consulting skills. With our adaptive learning platform, you'll join thousands of successful candidates who've aced the Nonprofit-Cloud-Consultant exam on their first try. Don't let this opportunity slip away – the nonprofit world needs your expertise now more than ever. Whether you prefer PDF study guides, interactive web-based quizzes, or our state-of-the-art desktop software, we've got you covered. Elevate your career, transform organizations, and become the Salesforce nonprofit guru you've always dreamed of being. Your journey to certification success starts here!

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Question 1

A case manager wants to assign a group of services to a client.

What should the consultant ensure is configured prior to the case manager using the Case Plan Wizard?


Correct : B

To ensure a case manager can assign a group of services to a client using the Case Plan Wizard, the following configuration is required:

Program with Goals and Action Item Templates:

A program in Salesforce should be configured with defined goals and action item templates.

Goals represent the objectives for the client, and action item templates provide the specific tasks or services that need to be delivered.

Steps to Configure:

Navigate to the Program Management Module in Salesforce.

Create or update the program to include the relevant goals that outline the objectives for the clients.

Define action item templates that detail the services or tasks that will help achieve these goals.

Using the Case Plan Wizard:

The Case Plan Wizard utilizes these predefined goals and action item templates to create a structured case plan for the client.

The case manager can select the appropriate goals and action items from the templates during the case plan creation process.

By having a program with goals and action item templates configured, the nonprofit ensures that case managers can efficiently assign and manage services for their clients.


Salesforce Help: Program Management Module

Nonprofit Success Pack (NPSP) Documentation: Configuring Goals and Action Items

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Question 2

A nonprofit has a membership program it wants to manage in Salesforce.

What are two items the consultant needs to configure so the membership rollups in NPSP work properly?


Correct : B, C

To ensure that the membership rollups in NPSP (Nonprofit Success Pack) work properly for managing a membership program, the consultant needs to configure the following items:

Select the membership record type for membership rollups:

This involves defining which Opportunity record types are used for membership donations. This configuration allows the NPSP to properly identify and roll up membership donations.


Create an Opportunity record type for memberships:

Opportunity record types allow different types of opportunities (such as donations, memberships, etc.) to be tracked and managed separately. Creating a specific Opportunity record type for memberships ensures that these are properly categorized and can be used in rollup calculations.

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Question 3

A nonprofit wants to use Volunteers for Salesforce for volunteer management. Which action should a consultant take before installing the package?


Correct : B, D

Before installing the Volunteers for Salesforce package, a consultant should:

Check that the nonprofit has the most recent NPSP release:

Ensure that the organization is running the latest version of the Nonprofit Success Pack (NPSP). This is crucial because newer releases might contain important updates and fixes that can impact the installation and functionality of Volunteers for Salesforce.


Compare usage of roll-up summary fields to limits:

Volunteers for Salesforce might add additional roll-up summary fields, which can potentially exceed Salesforce limits. It's important to review the current usage of roll-up summary fields and compare them to Salesforce limits to avoid any issues during or after the installation.

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Question 4

In the NPSP Data Import Template, the Account fields should contain which two types of information?

Choose 2 answers


Correct : A, B

In the NPSP Data Import Template, the Account fields should contain:

Household-related data:

This data includes information pertinent to the household of the contacts, such as household name and address. Household-related data is crucial for managing and segmenting contacts within the NPSP.


Contact's employer-related data:

This data includes the employer's name and details, which helps in tracking affiliations and donations made by contacts through their employers. It is essential for managing donor relationships and corporate affiliations.

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Question 5

A fundraiser at a nonprofit wants to be donation solicitations on which she is easily track and update her gift asks.

What should requirement


Correct : D

To allow a fundraiser to easily track and update her gift asks for donation solicitations, using Path is a suitable solution in Salesforce. Here's how to configure and use Path for this requirement:

Enable Path:

Navigate to Setup and type 'Path' in the Quick Find box.

Click on Path Settings and enable Path if it is not already enabled.

Create a Path:

Click New Path and follow the steps to create a new Path.

Select the Opportunity object since you want to track donation solicitations.

Define the stages of your solicitation process (e.g., Identification, Cultivation, Solicitation, Stewardship).

Configure Key Fields and Guidance:

For each stage, specify key fields that the fundraiser should complete.

Add guidance for success to provide tips and best practices for each stage.

Assign the Path to a Record Type:

If using record types, ensure the Path is assigned to the correct record type for your donation solicitations.

Use Path:

On the Opportunity record page, the fundraiser can now see the Path at the top of the record.

She can track her progress, update fields, and follow the guidance provided at each stage.

Using Path helps the fundraiser to visualize the stages of the solicitation process, ensuring she can track and update gift asks effectively.


Salesforce Path Documentation: Path in Salesforce.

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