Agentforce Nonprofit Feature Configuration35% of the exam
Outreach source codes and gift acknowledgments
How outreach source codes are set up, generated, created in bulk, mapped to UTM parameters and applied in gift entry, what the Outreach Summary needs, and how DocGen-based gift acknowledgments and tax receipts are set up, templated and generated singly or in batches.
Configure Fundraising Management, including Gift Entry, Gift Commitments, Outreach Source Codes, Soft Credits, and Gift Acknowledgements.
~8 min read · 12 practice questions ·
What the exam expects
- Set up outreach source codes in Agentforce Nonprofit (formerly Nonprofit Cloud) Fundraising: UTM parameter mapping, Outreach Source Code Generation and its code formula, and single or bulk creation from a campaign.
- Apply an outreach source code during gift entry and explain what fills in from it and what the Outreach Summary needs before it appears.
- Plan the prerequisites, licences, public group and template library access for gift acknowledgments and tax receipts.
- Customise acknowledgment templates (supported fields, one extra Gift Transaction field, currencies) and generate a single receipt or a batch with the right filters and options.
- Key terms: outreach source code (an identifier for one outreach method or message of a campaign); Outreach Summary (Data Processing Engine rollups shown on campaign and source code pages); DocGen (Salesforce Document Generation, which renders the acknowledgment templates); Document Generation Query Result (the record that holds a generation job's PDF under Files).
Key facts
Outreach source code setup
- Detail
- Fundraising_Admin permission set group
Generated codes
- Detail
- Source code can't be edited on the record
Bulk creation limit
- Detail
- 200 messages per batch
Code in gift entry
- Detail
- Campaign fills in from the selected code
Outreach Summary timing
- Detail
- Recalculated nightly by default; a schedule-triggered flow sets your own schedule
Outreach Summary
- Detail
- Needs Data Pipelines and a configured DPE
Generating acknowledgments
- Detail
- FundraisingAccess and DocGen User permission sets
Setting up Document Generation
- Detail
- Customize Application, Modify All Data and Fundraising_Admin
Library access
- Detail
- Public groups get Viewer access
Batch filter exclusions
- Detail
- TextArea, URL, Percent, MultiPicklist, Address and others
Multiple currencies
- Detail
- One template per currency
Sources for this section (9)
- Set Up Outreach Source Codeshelp.salesforce.com (opens in a new tab)
- Create Outreach Source Codeshelp.salesforce.com (opens in a new tab)
- Attribute a Donationhelp.salesforce.com (opens in a new tab)
- Clone Templateshelp.salesforce.com (opens in a new tab)
- Automatic Rollup Updateshelp.salesforce.com (opens in a new tab)
- Gift Acknowledgmentshelp.salesforce.com (opens in a new tab)
- Set Up Document Generationhelp.salesforce.com (opens in a new tab)
- Add Templateshelp.salesforce.com (opens in a new tab)
- Templateshelp.salesforce.com (opens in a new tab)
- When a function you need is missing from the code formula editor, what should you do?
- Why does a batch PDF not need splitting by donor?
- Which library name and preview type does the Document Generation Setting use?
- When more staff must generate acknowledgments later, what two things do they need?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Agentforce Nonprofit Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 22 lessons of the Agentforce Nonprofit Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (12 questions for this lesson)
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