2.0 Nonprofit Cloud Product Configuration
22%
- 2.1Given a set of requirements, modify NPSP Settings for people management (Leads, Contacts, Accounts, Affiliations, Relationships, Addresses) defaults.
- 2.2Given a set of requirements, configure fundraising features (Opportunities, Payments, Allocations, Gift Entry and Recurring Donations) and batch process handling.
- 2.3Given an error message through a Nonprofit Cloud application, determine whether it is a Nonprofit Cloud application issue and appropriate next steps.
- 2.4Explain the implications of the Salesforce release window on implementations.
- 2.5Install Nonprofit Cloud applications and/or solutions.
- 2.6Configure the Nonprofit Cloud application security model to meet customer requirements.
3.0 Implementation Strategies and Best Practices
18%
- 3.1Given a scenario, facilitate a successful Nonprofit Cloud consulting engagement.
- 3.2Gather requirements, create user stories, and turn business processes into solution design.
- 3.3Create a change management process based on Salesforce best practices for governance.
- 3.4Determine and implement the appropriate testing and deployment strategy (sandbox, production, tools, etc.).
5.0 Integration and Data Management
15%
- 5.1Given a specific data requirement, explain the use cases and considerations for using Salesforce native, third-party, or Nonprofit Cloud application data tools.
- 5.2Given customer requirements, articulate and implement data migration and/or integration strategies for a Nonprofit Cloud implementation.
- 5.3Identify which duplicate management tools to use for a Salesforce implementation.