Technopath/Nonprofit Cloud Consultant Exam Study Guide Preview

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Nonprofit Cloud Consultant Exam Study Guide Preview

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  • 12 Lessons

Take a look inside the only comprehensive study guide on the market for NPSP/the Nonprofit Cloud Consultant Exam.

Contents

๐Ÿ–ฅ๏ธ Nonprofit Cloud Consultant Exam Study Guide Preview

https://vimeo.com/810604852/c16f665cee
๐Ÿ“ฃ Overview

๐Ÿ’ฟ Installing NPSP

Salesforce provides 10 free licenses of their enterprise software to nonprofits under the Power of Us program. Nonprofits must apply to receive these licenses. If you are working as a consultant for a nonprofit that does not yet have licenses, you must sign them up.

Once you sign up for a trial org with Salesforce and go through the application process, your instance of Salesforce will come with NPSP already installed.

Important: When you want to learn NPSP, you must set up a Trailhead Playground first and then install NPSP at a special page meant just for Trailhead.

Whether you have a production version of NPSP through a nonprofit or are working with a Trailhead Playground, additional packages can be installed to extend functionality. ย 

Free add-ons include:

  • Program Management

  • Outbound Funds Module

  • Volunteers for Salesforceย 

You can find all the add-on apps, both paid and free, here.

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๐Ÿ› Trailhead NPSP Playground Setup
๐Ÿ†“ Getting NPSP Free Licenses for a Nonprofit
โคต๏ธ Installing Add-on Packages

๐Ÿ–ฅ๏ธ NPSP Data Model

Domain Expertise - 20%

https://vimeo.com/663163276/8c09435dd2

The Nonprofit Success Pack comes with custom record types, objects, automations, and code.ย In this section, we will review the custom objects and relationships that are included in the base NPSP.

This section will include information on the following objects and how they are related to one another:

  1. Accounts (Households and Organizations)

  2. Relationships (Contact to Contact)

  3. Affiliations (Contact to Organization)

  4. Opportunity Record Types

  5. Recurring Donations

  6. Soft Credits

  7. General Accounting Units

  8. Deliverables

  9. Campaign Influence

  10. Engagement Plans

  11. Levels

    Nonprofit Domain Expertise - 20% / Nonprofit Cloud Configuration - 22%

๐Ÿ“‡ Accounts and Contacts
๐Ÿ˜๏ธ Household Accounts
๐Ÿ‘ญ Relationships
๐Ÿ“ฌ Addresses
๐Ÿ™๏ธ Organizational Accounts
๐Ÿ–‡๏ธ Affiliations
โ“ Mini-Quiz: Accounts and Contacts