NONPROFIT CONSULTANT STUDY GUIDE

Nonprofit Domain Expertise

• Study Guide - Nonprofit Domain Expertise

Learn how to manage donors and donations with Nonprofit Success Pack and Salesforce

• Fundraise with Nonprofit Cloud

Improve your service delivery with Salesforce for Nonprofits.

• Manage Programs with Nonprofit Cloud

Develop and maintain impactful relationships with your clients and supporters.

• Engage Constituents with Nonprofit Cloud

Learn the basics for implementing Nonprofit Success Pack. 

• Administer Nonprofit Success Pack (NPSP)

Volunteers for Salesforce (V4S) Basics

• Manage Volunteers for Nonprofits

Learn how to organize and track marketing efforts with the full potential of campaigns.

• Campaign Basics

Extend the power of Salesforce with solutions and services from AppExchange.

• AppExchange Basics

Introduction to Nonprofit Cloud

• Study Guide - Introduction to Nonprofit Cloud

Get to know Nonprofit Cloud and how it can help power your mission.

• Salesforce.org Nonprofit Cloud Basics

 This section contains the links for Nonprofit Cloud Implementation (21% of the exam).

• Study Guide - Nonprofit Cloud Implementation

Learn the Salesforce approach to managing technology projects and teams.

• Governance Basics

Learn the Salesforce approach to managing technology projects and teams. 

• Study Guide - Nonprofit Cloud Data Management

Access, display, and integrate data from an external data source in real time.

• Salesforce Connect

Plan for and work with large data volumes within Salesforce.

• Large Data Volumes

Resolve and prevent duplicates to increase user confidence in your data.

• Duplicate Management

Give your data structure with objects, fields, and relationships.

• Data Modeling

Learn how to import and export data in Salesforce.

• Data Management

Write Apex triggers to perform custom database actions.

• Apex Triggers

Nonprofit Cloud Analytics 

•  Study Guide - Nonprofit Cloud Analytics

Visualize key business metrics in real-time using Lightning Experience.

• Reports & Dashboards for Lightning Experience

Access real-time reports and charts to visualize your fundraising metrics.

• Fundraising Reports and Dashboards with Nonprofit Success Pack

Use the V2MOM process to get aligned on goals and strategies across the company.

• Organizational Alignment (V2MOM)

Learn how to use application lifecycle and development models on the Lightning Platform.

• Application Lifecycle and Development Models

Stay competitive with the Drucker principles for driving change within your organization Module

• Drucker School—Organizational Change Leadership

Set up customer service for your business.

• Service Cloud for Lightning Experience