NPSP-Consultant
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NPSP Consultant (NPSP-Consultant)
The Salesforce Certified Nonprofit Success Pack Consultant exam validates expertise in NPSP fundamentals, donation management, fundraising campaigns, engagement, stewardship, and grant/program administration, enabling consultants to design and optimize nonprofit solutions.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
It is intended for Salesforce administrators, consultants, or analysts who have at least one year of experience implementing NPSP for nonprofits and seek to demonstrate a comprehensive skill set. These professionals aim to deepen their knowledge of fundraising and grant processes, advance their credibility, and expand career opportunities in the nonprofit technology sector.
What's Covered
1
Domain 1: NPSP Fundamentals
2
Domain 2: Donation Management
3
Domain 3: Fundraising Campaigns
4
Domain 4: Engagement and Stewardship
5
Domain 5: Grants and Programs
6
Domain 6: Reporting and Analytics
7
Domain 7: Integration
8
Domain 8: Implementation
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
64 learning goals
1
Domain 1: NPSP Fundamentals
2 topics
Data Model
- Identify NPSP data model including Account Contact relationships household model affiliations and the role of Account record types
- Configure NPSP account model including household accounts organizational accounts and individual donor records for constituent tracking
- Configure relationship management including contact relationships affiliations and household membership for complex constituency maps
- Analyze nonprofit data requirements to design NPSP account structures supporting individual organizational and household giving
Installation and Settings
- Identify NPSP package components including managed package settings custom objects automation and the relationship to Salesforce platform
- Configure NPSP settings including default values batch entry settings and address management for initial package deployment
- Configure NPSP customizable rollups including donation totals soft credits and membership calculations for aggregate reporting
- Analyze organizational requirements to design NPSP configuration supporting fundraising programs events and constituent management
2
Domain 2: Donation Management
2 topics
Gift Processing
- Identify donation objects including Opportunity payment allocation GAU and soft credit records for comprehensive giving tracking
- Configure donation entry including batch gift entry online giving forms recurring donations and matching gift tracking for processing
- Configure General Accounting Units including fund designations allocation percentages and fiscal year tracking for financial management
- Analyze giving patterns to design donation processing workflows supporting restricted unrestricted and designated fund management
Recurring Donations
- Identify recurring donation features including schedules installments status tracking and payment method management for sustained giving
- Configure recurring donation settings including amount schedules day of month processing and status automation for pledge tracking
- Configure pledge management including payment schedules reminder notifications and writeoff procedures for outstanding commitments
- Analyze recurring giving data to design retention strategies optimizing upgrade rates reducing churn and growing sustainer programs
3
Domain 3: Fundraising Campaigns
2 topics
Campaign Management
- Identify campaign features including hierarchies member statuses ROI tracking and the relationship to opportunities for fundraising tracking
- Configure fundraising campaigns including appeal structures solicitation codes and donor segments for targeted outreach management
- Configure campaign reporting including response rates cost-per-dollar-raised and donor acquisition metrics for program evaluation
- Analyze campaign data to design multi-channel fundraising strategies optimizing donor acquisition retention and upgrade rates
Events and Auctions
- Identify event management features including registration tracking attendance and revenue attribution for fundraising event coordination
- Configure event management including registration forms ticket types seating management and sponsorship tracking for galas
- Configure auction management including item tracking bidding workflows and revenue reconciliation for special event fundraising
- Analyze event data to design event strategies optimizing attendance revenue and donor cultivation for fundraising programs
4
Domain 4: Engagement and Stewardship
2 topics
Donor Communications
- Identify stewardship features including acknowledgment letters impact reports and communication preferences for donor relations management
- Configure acknowledgment automation including thank-you letter generation tax receipt creation and milestone recognition workflows
- Configure communication preferences including channel selection frequency settings and interest tracking for personalized outreach
- Analyze stewardship data to design donor journey communications improving retention rates and lifetime giving value growth
Volunteer Management
- Identify volunteer features including hours tracking shift management skills matching and recognition programs for volunteer coordination
- Configure volunteer tracking including opportunity creation shift scheduling hours logging and skills matching for coordination
- Configure volunteer recognition including milestone tracking appreciation communications and impact reporting for engagement
- Analyze volunteer data to design management strategies optimizing recruitment retention and skills deployment for programs
5
Domain 5: Grants and Programs
2 topics
Grant Management
- Identify grant management features including proposal tracking deliverable management and reporting requirements for foundation funding
- Configure grant tracking including application stages award management deliverable milestones and financial reporting for compliance
- Configure grant financial reporting including budget tracking expenditure allocation and funder report generation for accountability
- Analyze grant data to design portfolio management strategies optimizing proposal success rates and funder relationship cultivation
Program Management
- Identify program management features including service delivery tracking outcome measurement and participant engagement for impact
- Configure program tracking including enrollment workflows service records outcome metrics and attendance tracking for delivery
- Configure outcome measurement including indicator definitions data collection methods and impact dashboard reporting for evaluation
- Analyze program data to design measurement frameworks demonstrating impact to funders board members and community stakeholders
6
Domain 6: Reporting and Analytics
2 topics
Fundraising Reports
- Identify NPSP report types including donation summaries LYBUNT SYBUNT analysis donor pyramid and giving trends for management
- Configure NPSP dashboards including fundraising thermometers donor retention charts giving trends and campaign performance views
- Configure customizable rollups including fiscal year summaries lifetime giving household totals and soft credit aggregations
- Analyze fundraising metrics to design executive dashboards supporting board reporting grant applications and strategic planning
Data Quality
- Identify data quality features including duplicate management address verification and data completeness scoring for constituent data
- Configure NPSP data health including duplicate rules matching criteria and merge procedures for clean constituent records
- Configure data enrichment including address standardization wealth screening integration and giving capacity indicators for records
- Analyze data quality metrics to design governance procedures maintaining constituent data accuracy completeness and consistency
7
Domain 7: Integration
2 topics
Online Giving
- Identify online giving platforms including Classy Network for Good and custom donation pages with their NPSP integration patterns
- Configure online donation integration including payment processing form embedding and automated opportunity creation for web giving
- Configure peer-to-peer fundraising integration including team pages personal campaigns and social sharing for community fundraising
- Analyze online giving requirements to design integration architectures connecting donation platforms with NPSP for unified tracking
Marketing Integration
- Identify marketing integration including email platforms event tools and social media connectors for nonprofit communication outreach
- Configure email marketing integration including list sync campaign attribution and engagement tracking for donor communications
- Configure marketing automation including donor journey triggers engagement scoring and communication preference syncing for outreach
- Analyze marketing data to design multi-channel communication strategies coordinating email direct mail and digital outreach
8
Domain 8: Implementation
2 topics
Deployment Strategy
- Identify NPSP implementation phases including discovery data audit configuration migration and training for nonprofit deployments
- Configure NPSP sandbox environments including package installation test data loading and user acceptance testing for validation
- Configure training programs including administrator training fundraiser training and end-user adoption support for staff readiness
- Analyze organizational readiness to design implementation plans accounting for nonprofit resource constraints and staff capacity
Data Migration
- Identify data migration considerations including donor history giving records relationships and communication preferences for imports
- Configure data migration including legacy system extraction field mapping and NPSP object loading for historical giving data
- Configure data validation including gift total verification relationship integrity and duplicate resolution for migration quality
- Analyze migration requirements to design loading strategies preserving giving history donor relationships and communication records
Scope
Included Topics
- Salesforce Certified Nonprofit Success Pack Consultant exam topics.
Not Covered
- Custom Apex/LWC development.
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