Prerequisite: Salesforce Administrator
Administrator is a prerequisite for Nonprofit Cloud Consultant. This trailmix only consists of topics above and beyond the Admin trailmix.
Nonprofit Cloud Consultant Exam Overview
Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.
Domain Expertise
Exam Weight 20%
Noções básicas do Salesforce para organizações sem fins lucrativos
Explore soluções de angariação de fundos e gerenciamento de programas no Nonprofit Cloud.
Donation Management Basics with Nonprofit Success Pack
Track and acknowledge one-time donations, pledge payments, and recurring donations.
Donation Soft Credit Management with Nonprofit Success Pack
Assign credit for a donation to one or more people who are not the donor.
Engagement Plans and Levels in Nonprofit Success Pack
Create tasks and group stakeholders automatically with engagement plans and levels.
Stakeholder Engagement with Nonprofit Success Pack: Quick Look
Discover how to build and grow relationships with donors, supporters, and those you serve.
Stakeholder Email Communication with Nonprofit Success Pack
Learn how to manage email to individuals and small groups more efficiently.
Nonprofit Cloud Product Configuration
Exam Weight 22%
Nonprofit Success Pack Health and Optimization
Learn how to keep your NPSP implementation healthy and effective.
Nonprofit Success Pack Administration Basics
Build a solid foundation for managing NPSP at your nonprofit.
Melhores práticas de solução de problemas
Identifique e resolva problemas na sua organização usando um processo de solução de problemas comprovado.
Registro de voluntários no V4S
Use o Volunteers for Salesforce para registrar voluntários para eventos únicos e eventos recorrentes.
Gerenciamento de voluntários no V4S
Conecte-se com voluntários habilidosos e acompanhe o trabalho deles no Volunteers for Salesforce.
Integração do site para gerenciamento de voluntários com V4S
Promova o envolvimento de voluntários ao conectar o Volunteers for Salesforce ao seu site.
Stakeholder Data Management with Nonprofit Success Pack
Manage all your contacts and connect them to activities, organizations, and each other.
Implementation Strategies and Best Practices
Exam Weight 18%
Salesforce for Nonprofits Implementation Best Practices
Learn the best practices for implementing Salesforce for Nonprofits.
Salesforce for Nonprofits Vision and Value Mapping
Map how your organization can achieve success with Salesforce for Nonprofits.
Salesforce for Nonprofits Readiness
Prepare for a successful Salesforce for Nonprofits implementation.
Noções básicas do site de capacitação
Conheça as funções, ferramentas e o fluxo de publicação de um site de capacitação.
Noções básicas do Experience Cloud
Use o Experience Cloud para se conectar com seus clientes e parceiros.
Salesforce Optimizer
Saiba como usar o Salesforce Optimizer para obter insights sobre o desempenho da sua organização.
Salesforce Data Mask
Use the Salesforce Data Mask managed package to secure sensitive data in sandbox orgs.
Solution Design
Exam Weight 20%
Noções básicas do Marketing Cloud Engagement
Explore o nosso poderoso conjunto de produtos e comece a criar a sua estratégia de marketing digital.
Nonprofit Cloud Case Management Basics
Explore how Nonprofit Cloud Case Management helps case managers aid the people they serve.
Outbound Funds Module (OFM): Quick Look
Track grants and other nonprofit disbursements with this free, open-source app.
Salesforce.org Insights Platform Data Integrity: Quick Look
Automate checks on your contact data with helpful tools.
Integration and Data Management
Exam Weight 15%
Import Your Data Using NPSP Data Importer
Quickly process and connect donor records using Nonprofit Success Pack.
Gerenciamento de duplicados
Resolva e evite registros duplicados para aumentar a confiança dos usuários em seus dados.
Quick Start: Salesforce Connect
Integrate external data into your org in real-time. No code required.
Analytics
Exam Weight 5%
Reports and Dashboards with Nonprofit Success Pack
Harness the power of data to tell the story of your organization’s impact.
Tableau Basics for Nonprofits
Use interactive dashboards to surface insights for fundraising, programs, and engagement.
