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Training & Certification Guide
Are you a Nonprofit Cloud Consultant (project lead, architect, developer, business analyst, etc.), working with nonprofit customers? This guide will help you learn the knowledge and skills you need to help nonprofit customers be successful. There are six sections, reflecting the areas of expertise needed to be an effective Nonprofit Cloud Consultant. These sections also correspond to the six areas of expertise required to pass the Nonprofit Cloud Consultant Certification Exam. Use this training guide to prepare for the certification exam. You should also review the Exam Guide on the Trailhead site. In order to sit for the Nonprofit Cloud Consultant Certification exam, you must currently hold the Certified Administrator credential as a prerequisite.
Salesforce.org Nonprofit Cloud Network Partners should require all consultants to complete this learning path, as part of their training.
Learn more about becoming an SFDO Network Partner.
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Getting Started as a Salesforce.org Consultant
Explore these primary Nonprofit Cloud resources to get started
TRAILMIX: Nonprofit Cloud Consultants- self-paced learning guide and Trailhead training for Nonprofit Cloud Consultants (companion to this page)
NONPROFIT CLOUD ACADEMY: Consultant Fundamentals - free, 8-hour training course for Nonprofit Cloud Consultants (registration required)
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Exam Category: Domain Expertise
Weighting = 20% of the exam
Consultants should have a fundamental knowledge of nonprofit customer business challenges, operating procedures, success metrics, and reporting requirements.
Exam Category: Nonprofit Cloud Product Configuration
Weighting = 22% of the exam
The Nonprofit Success Pack (NPSP) is the foundation of Nonprofit Cloud. Consultants should understand how to administer, configure, and customize any nonprofit customer org with NPSP installed.
Exam Category: Implementation Strategies & Best Practices
Weighting = 18% of the exam
Consultants should be able to implement Nonprofit Cloud solutions using proven strategies, processes, and implementation best practices.
Exam Category: Nonprofit Cloud Solution Design
Weighting = 20% of the exam
Consultants need to understand all Salesforce solutions & services that can be applied to nonprofit business requirements, and how these solutions interact with NPSP.
Exam Category: Integration and Data Management
Weighting = 15% of the exam
Consultants should understand how to import and manage data, including data migration, integrations, handling large data volumes (LDV), and TDTM.
Exam Category: Analytics
Weighting = 5% of the exam
Consultants should understand standard reports in NPSP, as well as how to build custom reports & dashboards that meet nonprofit customer requirements, and extend analytics capabilities.