Salesforce Certified Nonprofit Success Pack Consultant Preparation Details
The Salesforce Certified Nonprofit Success Pack Consultant exam validates your ability to design and implement NPSP and other nonprofit managed package solutions for customer facing engagements. This guide maps every domain, task, and objective from the official exam guide to verified Salesforce documentation so you can study each topic in order.
You’ll find resources covering people management, fundraising configuration, implementation strategy, solution design, data management, and analytics. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Nonprofit Success Pack Consultant Materials
| Coursera | Salesforce Admin Certification Preparation |
| Udemy | Certified Nonprofit Success Pack Consultant Prep |
| Whizlabs | Salesforce Administrator Certification Course |
Domain Expertise: 20%
Identify the appropriate Salesforce solutions for fundraising and donor management.
Manage Donations in Salesforce
Identify the appropriate Salesforce solutions for marketing and engagement.
Create and Manage Engagement Plans
What are Campaigns and How Do They Work?
Campaigns for Fundraising Implementation Guide
Identify the appropriate Salesforce solutions for program and/or volunteer management.
Manage Your Programs with NPSP and Program Management Module (PMM)
Get Started with Salesforce for Nonprofits
Distinguish and rationalize the purpose for resource sites like the Trailblazer Community, Trailhead, and AppExchange, etc.
Trailhead Best Practices and FAQ
Nonprofit Cloud Product Configuration: 22%
Given a set of requirements, modify NPSP Settings for people management (Leads, Contacts, Accounts, Affiliations, Relationships, Addresses) defaults.
Create an Affiliation with an Organization
Given a set of requirements, configure fundraising features (Opportunities, Payments, Allocations, Gift Entry and Recurring Donations) and batch process handling.
Configure Opportunity Payments in NPSP
Configure Donation Allocations
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.
Keep Up With NPSP and Salesforce Releases
Which Version of NPSP Am I Using?
Upgrade to Nonprofit Success Pack from a Previous Version of NPSP
Install Nonprofit Cloud applications and/or solutions.
Post Installation Configuration
Configure the Nonprofit Cloud application security model to meet customer requirements.
Organization-Wide Sharing Defaults
Controlling Access Using the Role Hierarchy
Sharing and Record Access Features
Set Required Admin Permissions to Manage NPSP Settings
Implementation Strategies and Best Practices: 18%
Given a scenario, facilitate a successful Nonprofit Cloud consulting engagement.
Get Started with Salesforce for Nonprofits
Salesforce Fundamentals for NPSP
NPSP Data Management Best Practices
Gather requirements, create user stories, and turn business processes into solution design.
NPSP Objects and Relationships
NPSP Entity Relationship Diagram
Create a change management process based on Salesforce best practices for governance.
NPSP Data Management Best Practices
Determine and implement the appropriate testing and deployment strategy (sandbox, production, tools, etc.).
Sandboxes: Staging Environments for Customizing and Testing
Sandbox Licenses and Storage Limits by Type
Solution Design: 20%
Identify the appropriate Salesforce solution(s) to meet customer requirements.
Get Started with Salesforce for Nonprofits
Manage Your Programs with NPSP and Program Management Module (PMM)
Distinguish when it is appropriate to use declarative development (low code), custom code development, or a third-party solution.
Get Started Automating a Business Task with a Flow
Analyze customer requirements to determine appropriate solution design considering capabilities, limitations, and design trade-offs.
NPSP Objects and Relationships
NPSP Entity Relationship Diagram
Determine the appropriate security features to use following Salesforce best practices.
Organization-Wide Sharing Defaults
Controlling Access Using the Role Hierarchy
Sharing and Record Access Features
Set Required Admin Permissions to Manage NPSP Settings
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.
Are You Ready to Import Data into NPSP?
Identify which duplicate management tools to use for a Salesforce implementation.
Things to Know About Duplicate Rules
Configure Duplicate Detection and NPSP Contact Merge
Find and Merge Duplicate Contacts
Analytics: 5%
Given a scenario, determine the appropriate analytics solution (Reports, Dashboards, Tableau and Tableau CRM, third-party solutions, etc.) in Nonprofit Cloud.
Wrapping Up Salesforce Certified Nonprofit Success Pack Consultant
This guide walked through every domain of the Salesforce Certified Nonprofit Success Pack Consultant exam, from people management and fundraising configuration to solution design, data management, and analytics. Working through each objective alongside the linked documentation will build the practical NPSP knowledge this exam expects.
You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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