Question 1
A consultant is working with a university that uses Salesforce and wants to install the Education Data Architecture (EDA) in that environment.
What does the consultant need to do after installing EDA to ensure it is set up correctly?
A consultant is working with a university that uses Salesforce and wants to install the Education Data Architecture (EDA) in that environment.
What does the consultant need to do after installing EDA to ensure it is set up correctly?
The director of advancement at a small college requests report access for a dozen alumni volunteers who will call potential donors. The volunteers will use Customer Community Plus licenses. The consultant has set up a profile for the volunteers.
What should the consultant set up so the volunteers can create and edit reports as external users?
To enable external users to create and edit reports, the consultant should grant them the necessary permissions on their profile. The Create and Customize Reports permission allows users to create new reports and edit existing ones. The Report Builder permission allows users to use the report builder tool to design reports. The Edit My Reports permission allows users to edit reports that they own or have access to. The consultant should enable these permissions on the Volunteers profile to meet the requirement of the director of advancement.Reference: [Salesforce Education Cloud Academy: Consultant Fundamentals], [Report Permissions for External Users]
A large university has a Career Service Center that provides career advice to current students and alumni. Staff provide advice ...... the phone, via email and face-to-face. Students and alumni are served on a first come, first served basis and are rarely assigned to a specific advisor.
What should the consultant recommend to meet the requirement?
Appointment Scheduling is a solution that the consultant can recommend to meet the requirement of providing career advice to current students and alumni via phone, email, or face-to-face. Appointment Scheduling is a feature that allows users to create and manage appointments with customers or clients from Salesforce. Appointment Scheduling can be used to offer different types of services, such as career advice, tutoring, or counseling. Appointment Scheduling also integrates with calendars, email notifications, and reports. Success Teams, Queue Management, and Assignment Rules are not solutions that can meet the requirement of providing career advice to current students and alumni via phone, email, or face-to-face. Reference:
https://help.salesforce.com/s/articleView?id=sf.appointment_scheduling_overview.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/appointment-scheduling
An institution's Admissions office needs a solution to help recruiters manage their travel, including route planning. The office also wants the ability to identify students' locations so they can be invited to a recruitment event.
Which solution should the consultant recommend to meet these requirements?
The consultant should recommend Salesforce Maps as a solution to help recruiters manage their travel, including route planning, and identify students' locations so they can be invited to a recruitment event for the institution's Admissions office. Salesforce Maps is a product that allows users to optimize their territories, routes, and schedules based on geographic data and insights. Salesforce Maps can help recruiters manage their travel, including route planning, and identify students' locations so they can be invited to a recruitment event by using features such as Live Tracking, Route Optimization, Geocoding, or Map Layers. Field Service, Territory Management, or Marketing Cloud are not solutions that can help recruiters manage their travel, including route planning, and identify students' locations so they can be invited to a recruitment event for the institution's Admissions office. Reference:
https://www.salesforce.com/products/maps/overview/
https://trailhead.salesforce.com/en/content/learn/modules/salesforce-maps-basics
A school district needs to track special education student grades, attendance, and program enrollments and capture e-signatures from parents and legal guardians.
Which two solutions should the consultant recommend to meet the requirement?
Choose 2 answers.
The K-12 Architecture Kit and a third-party application are two solutions that the consultant can recommend to meet the requirement of tracking special education student grades, attendance, and program enrollments and capturing e-signatures from parents and legal guardians. The K-12 Architecture Kit is a solution that extends EDA to meet the needs of K-12 schools. The K-12 Architecture Kit provides objects and features to track student information, such as grades, attendance, and program enrollments. A third-party application is an application that provides additional features and solutions for Salesforce. There are many third-party applications on the AppExchange that offer e-signature capabilities, such as capturing, sending, and storing signed documents. The consultant can help the school district choose an app that meets their needs and budget. Salesforce CPQ, Financial Service Cloud, and Nonprofit Success Pack are not solutions that can meet the requirement of tracking special education student grades, attendance, and program enrollments and capturing e-signatures from parents and legal guardians. Reference:
https://powerofus.force.com/s/article/K12-Architecture-Kit
https://appexchange.salesforce.com/appxStore?type=App&keyword=e-signature
https://trailhead.salesforce.com/en/content/learn/modules/k12_architecture_kit_basics
The Advancement office is evaluating the capabilities of Education Cloud. The office needs to ingest, harmonize, and analyze batch data from its Education Cloud org and other systems.
Which solution should the consultant recommend?
Data Integration and Analysis:
Data Cloud (formerly known as Salesforce Customer 360 Data Manager) is designed for ingesting, harmonizing, and analyzing data from multiple sources.
It provides a centralized platform to manage batch data from Education Cloud and other systems.
Capabilities of Data Cloud:
Data Ingestion: Ability to import data from various sources including Education Cloud, ERP systems, and other databases.
Data Harmonization: Standardizes and merges data to create a unified view.
Data Analysis: Offers tools to analyze and visualize the harmonized data for insights.
Implementation Steps:
Enable Data Cloud: Work with Salesforce support to enable Data Cloud for your org.
Configure Data Sources: Set up connections to the various data sources.
Define Data Models: Create data models to harmonize data from different systems.
Setup Data Integration: Configure data integration processes to regularly ingest and update data.
Analyze Data: Use Data Cloud's analytics tools to generate insights from the unified data.
Career Services uses a separate event management system for its employment events' attendance and registration, and Marketing
Cloud to promote the event. It wants to integrate student data in Salesforce to identify engaged prospects by matching them with event attendance, career interest, and credit completion toward an academic major.
Which integration direction should the consultant recommend?
https://help.salesforce.com/s/articleView?id=sf.mc_co_marketing_cloud_connect.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/marketing-cloud-connect
A university plans to implement Salesforce. The project lead is drafting a communication plan and has asked the consultant to provide examples of communications to send after implementation.
Which communication example should a consultant recommend?
User contest and post go-live recap are two communication examples that the consultant can recommend to send after implementation. User contest is a type of communication that encourages users to participate in a competition or a challenge related to using Salesforce, such as completing a certain number of tasks, earning badges on Trailhead, or submitting feedback or ideas. User contest can help increase user engagement, adoption, and satisfaction with Salesforce. Post go-live recap is a type of communication that summarizes the results and outcomes of the implementation project, such as key achievements, lessons learned, success stories, or next steps. Post go-live recap can help celebrate the project completion, acknowledge the project team and stakeholders, and provide guidance for future improvements. Teaser email and project sponsor profile are two communication examples that the consultant can recommend to send before implementation. Reference:
https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf
https://trailhead.salesforce.com/en/content/learn/modules/change_management/change_management_communicate
A consultant is setting up Student Success Hub for a university. A Contact record has already been created for a student.
Which two steps should a consultant take to set up a student in Student Success Hub?
Choose 2 answers
The consultant should create a Student Case record and an Administrative Account record to set up a student in Student Success Hub. Student Case is an object that represents a student's request for assistance or support from an advisor or a counselor. Student Case can be used to track various information about a student's issue, such as status, priority, category, or resolution. The consultant should create a Student Case record for each student who needs assistance or support from Student Success Hub. Administrative Account is an account model that allows users to store information about individuals who are related to an educational institution, such as students, faculty, staff, or alumni. Administrative Account can be used to track various information about an individual, such as name, email, phone, or address. The consultant should create an Administrative Account record for each student who is enrolled in the educational institution. Creating a User record or a Household Account record are not steps to set up a student in Student Success Hub. Reference:
https://www.salesforce.org/products/student-success-hub/overview/
https://powerofus.force.com/s/article/SSHub-Student-Cases
https://powerofus.force.com/s/article/EDA-Accounts
A university works with business professionals through a continuing education program. Corporate recruiters work with employers to sponsor these programs.
Which object should recruiters use to track the progress of sponsorship requests?
Opportunity is an object that recruiters should use to track the progress of sponsorship requests. Opportunity is an object that represents a potential sale or revenue source for an organization, such as a donation, grant, or sponsorship. Opportunity can be used to track various information about a sponsorship request, such as amount, stage, probability, or close date. Campaign, Program Plan, and Affiliation are not objects that recruiters should use to track the progress of sponsorship requests. Reference:
https://help.salesforce.com/s/articleView?id=sf.opportunity_overview.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/nonprofit_fundraising/nonprofit_fundraising_opportunities
During the requirements gathering phase, the academic staff stated that students are independent of any Account or Company. The staff requested that the Contact's Account field be blank and hidden on the page layout.
What is the impact of creating a Contact without a parent Account?
The impact of creating a Contact without a parent Account is that Contacts are public to all users, potentially sharing sensitive data. This is because Contacts without a parent Account are considered as private contacts, and they do not follow the sharing rules of the Account object. Private contacts are visible to all users in the same role or above, regardless of the Contact owner or the organization-wide default settings. This can expose sensitive student information to users who should not have access to it. Contacts without a parent Account are not private only to the record owner, at risk of ownership data skew, or require manually creating a related Affiliation record to enable sharing. Reference:
https://help.salesforce.com/s/articleView?id=sf.contacts_parent.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.contacts_sharing_considerations.htm&type=5
A university's Advancement office plans to implement the Education Data Architecture to manage its alumni, donors, and supporters. The university wants to set up a system default that will automatically create a family record when a Contact record is created by staff members.
Which Default Account Model should the consultant recommend?
The consultant should recommend Household as the Default Account Model for the university's Advancement office that plans to implement EDA to manage its alumni, donors, and supporters. Household is an account model that allows users to store information about individuals who are related by family or household relationships, such as spouses or siblings. Household can be used to track various information about an individual or a family unit, such as name, email, phone, address, or total household income. The consultant can help the university set up Household as the Default Account Model in EDA Settings so that a family record will be automatically created when a Contact record is created by staff members. Administrative, Educational Institution, and Person are not account models that can meet the requirement of setting up a system default that will automatically create a family record when a Contact record is created by staff members. Reference:
https://powerofus.force.com/s/article/EDA-Accounts
https://powerofus.force.com/s/article/EDA-Settings
An institution wants to consolidate efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram.
Which solution meets this requirement?
The consultant should recommend Marketing Cloud as a solution to meet the requirement of consolidating efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram for the institution. Marketing Cloud is a product that allows users to create and manage personalized and targeted marketing campaigns for customers or prospects. Marketing Cloud can help the institution consolidate efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram by using features such as Social Studio, Social Listening, or Social Analytics. Campaign Influence, Salesforce Inbox, or Pardot are not solutions that can meet the requirement of consolidating efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram for the institution. Reference:
https://www.salesforce.com/products/marketing-cloud/overview/
https://www.salesforce.com/products/marketing-cloud/social-media-marketing/
An Admissions office wants to digitize and automate transcript requests. Currently, applicants, must follow a set of manual steps they could be more user friendly. The Admissions office wants a declaratively configured, publish facing from that created data in Salesforce.
Which solution should the consultant recommend to meet the requirement?
An app on the AppExchange is a solution that the consultant can recommend to meet the requirement of creating a declaratively configured, public facing form that creates data in Salesforce. An app on the AppExchange is an application that provides additional features and solutions for Salesforce. There are many apps on the AppExchange that offer form building capabilities, such as creating web forms, surveys, or quizzes, and capturing data from them in Salesforce. The consultant can help the Admissions office choose an app that meets their needs and budget. Email-to-case, Process Builder, and Salesforce Files are not solutions that can create a declaratively configured, public facing form that creates data in Salesforce. Reference:
https://appexchange.salesforce.com/appxStore?type=App&keyword=form%20builder
https://trailhead.salesforce.com/en/content/learn/modules/appexchange_basics
The Alumni Association is interested in using Education Cloud to support its operations The Association tracks alumni interests and hosts networking activities.
Which of these Education Cloud considerations should the consultant discuss with the Association?
The consultant should discuss with the Alumni Association the option of leveraging a third-party app to support event management, such as Eventbrite or Fonteva Events, which are available on the AppExchange. Education Cloud does not have a native event management solution. Installing Insights Platform or NPSP into their Education Cloud environment are not relevant considerations for event management. Reference:
https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-cloud-solutions
https://appexchange.salesforce.com/appxStore?type=Product&keywords=event