Solution Design32% of the exam
Program, outcome and indicator data model
Map program delivery to Program, Program Enrollment, Benefit, Benefit Assignment, Benefit Disbursement, schedules and cohorts, record walk-in and anonymous services, and model impact with outcomes, outcome activities, impact strategies and the indicator objects.
Align customer business processes to the data model, features, and capabilities of Agentforce Nonprofit.
~7 min read · 19 practice questions ·
What the exam expects
- Map a nonprofit's services to Program, Program Enrollment, Program Cohort, Benefit, Benefit Type, Benefit Assignment, Benefit Disbursement and Benefit Schedule.
- Choose how delivery is recorded: scheduled sessions with attendance, ad hoc disbursements for walk-ins, or anonymous disbursements against an anonymous enrollment.
- Model one participant's support across several programs with a single case.
- Map an impact strategy to Outcome, Outcome Activity, Impact Strategy and the four indicator objects, and tell program indicators from outcome indicators.
- Route money flows to Fundraising or Grantmaking objects, not program objects.
- Key terms: benefit assignment (how much of a benefit a participant should receive); benefit disbursement (when and how much was delivered); outcome activity (links an outcome to the work that drives it); indicator assignment (connects an indicator definition to a program or an outcome); output (an indicator assigned to a program).
Key facts
Benefit definition
- Detail
- Every benefit needs a unit of measure and a benefit type
Program Cohort
- Detail
- Groups program enrollments by cycle, start date or operational group
Active enrollments
- Detail
- One active program enrollment per participant per program at a time
Upcoming sessions
- Detail
- Add recipients to the benefit session as participants
Ad hoc bulk participant pick
- Detail
- Up to 20 participants per save
Bulk ad hoc on scheduled benefits
- Detail
- Added in Summer '25 (release 256)
Cases
- Detail
- Can span multiple programs and include many individuals
Outcome fields
- Detail
- Name and Status; Intended Direction and Term optional
Outcome permissions
- Detail
- Outcome Management, plus Program and Benefit Management Access to link programs or benefits
Baseline and target
- Detail
- Stored on Indicator Performance Period
Sources for this section (8)
- Translate Your Programstrailhead.salesforce.com (opens in a new tab)
- Meet Programstrailhead.salesforce.com (opens in a new tab)
- Track Benefit Disbursementshelp.salesforce.com (opens in a new tab)
- Manage Ad Hoc Disbursementstrailhead.salesforce.com (opens in a new tab)
- Summer '25 release noteshelp.salesforce.com (opens in a new tab)
- Meet Case Managementtrailhead.salesforce.com (opens in a new tab)
- Define Outcomeshelp.salesforce.com (opens in a new tab)
- Understand Outcome Managementtrailhead.salesforce.com (opens in a new tab)
- When can a participant hold two active enrollments in the same program?
- Why does the bulk ad hoc screen warn you when a benefit has a schedule?
- How many participants can you select in one ad hoc bulk disbursement?
- Which two optional fields can describe an outcome beyond its Name and Status?
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 (19 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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