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A private school's advancement office is looking for a fundraising solution that will create giving pages, process online donations and easily integrate with Salesforce. Which solution should the consultant recommend?
A. Pathways B. Experience Cloud C. Elevate D. Accounting Subledger
Answer: C Explanation: Elevate is a suite of products that helps nonprofits and educationalinstitutions with online fundraising, payment processing, and accounting reconciliation.Elevate includes Giving Pages, Payment Services, and Accounting Subledger. GivingPages allows organizations to create branded, mobile-friendly donation forms that can beembedded on websites or shared through email and social media. Payment Servicesenables secure and flexible payment processing for online donations, recurring gifts, andpledges. Accounting Subledger simplifies the process of reconciling donations andpayments with the general ledger, and supports multiple currencies and taxregulations. References:Salesforce.org Elevate OverviewSalesforce.org Elevate Data SheetPrepare for Your Salesforce Education Cloud Consultant Credential
Question # 2
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?
A. Two-way integration between the event system and Marketing Cloud B. One-way integration between Marketing Cloud and the event system C. Two-way integration between the event system and Salesforce
Answer: C Explanation: The integration direction that the consultant should recommend for CareerServices is C. Two-way integration between the event system and Salesforce1. This isbecause a two-way integration can allow for bi-directional data exchange andsynchronization between the event system and Salesforce, which can enable CareerServices to match student data in Salesforce with event attendance, career interest, andcredit completion toward an academic major. A two-way integration can also help CareerServices to segment and target students based on their engagement and preferences, andto measure the effectiveness and impact of their events and campaigns2.References:https://help.salesforce.com/s/articleView?id=sf.mc_co_marketing_cloud_connect.htm&type=5https://trailhead.salesforce.com/en/content/learn/modules/marketing-cloud-connect
Question # 3
The Undergraduate Admissions office needs to track new students and their current course of study. Which Education Data Architecture (EDA) object should the consultant use to meet the requirement?
A. Program Enrollment B. Education History C. Contact Role
Answer: A Explanation: Program Enrollment is an EDA object that tracks the enrollment of a studentin a specific program or course of study. It can store information such as the programname, start and end dates, status, and credits earned. The consultant should use thisobject to meet the requirement of tracking new students and their current course of studyfor the Undergraduate Admissions office. References: [Salesforce Education CloudAcademy: Consultant Fundamentals], [EDA Data Model]
Question # 4
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. Assign EDA layouts to the Cases object. B. Assign EDA access to a cloned System Admin profile. C. Make the EDA record types available to profiles. D. Create and assign roles to all users who have access to EDA.
Answer: C Explanation: After installing EDA, the consultant needs to make the EDA record typesavailable to profiles that need to access them. This is because EDA comes with severalcustom record types for standard objects, such as Account, Contact, Course, and Program Enrollment. These record types enable different views and fields for different types ofrecords, such as Household, Student, Faculty, Course Offering, and Program Enrollment.By default, these record types are not assigned to any profiles, so the consultant needs tomanually assign them to the appropriate profiles based on the business requirements anduser roles of the university. This will ensure that the users can see and use the EDA recordtypes and fields correctly and efficiently. References: Education Data ArchitectureBasics, Assign Record Types to Profiles
Question # 5
An elementary school plans to implement the K-12 Architecture Kit in a new org. The school wants to be able to send SMS messages to parents. Which solution should the consultant recommend to meet the requirement?
A. Marketing Cloud B. App on the AppExchange C. Education Data Architecture
Answer: B Explanation: The K-12 Architecture Kit does not have a native feature to send SMS messages toparents. However, there are several apps on the AppExchange that can provide thisfunctionality, such as Mogli SMS1, SMS Magic, or Twilio for Salesforce. These apps canintegrate with Salesforce and allow users to send and receive SMS messages from withinthe platform. The consultant should recommend the school to explore the available apps onthe AppExchange and choose the one that best suits their needs and budget.Marketing Cloud is a Salesforce solution that provides digital marketing tools, such asemail, mobile, social, and web. Marketing Cloud can also send SMS messages to contacts,but it is a more complex and expensive solution than an app on the AppExchange.Marketing Cloud may not be necessary for the school’s requirement of sending simpleSMS messages to parents. Education Data Architecture (EDA) is a Salesforce solution thatprovides a flexible data architecture for educational institutions. EDA does not have anative feature to send SMS messages either.References:1: 7 obstacles & text messaging solutions for K-12 school … - Mogli1: SMS-Magic Converse Text Messaging - AppExchange: Twilio for Salesforce - AppExchange: Marketing Cloud Overview - Salesforce: Education Data Architecture Overview - Salesforce
Question # 6
The Advancement office wants to replace its legacy system with Salesforce and has hired a consultant to help build a CRM strategy. Which recommendation should the consultant make to meet this requirement?
A. Implement Nonprofit Success Pack (NPSP). B. Start solution design during a discovery session. C. Prioritize the organization's initiatives.
Answer: C Explanation: A CRM strategy is a plan that outlines how an organization will useSalesforce to achieve its goals and objectives. A consultant should recommend prioritizingthe organization’s initiatives as part of the CRM strategy, as this will help align theSalesforce solution with the most important and urgent needs of the Advancement office,such as fundraising, donor engagement, alumni relations, etc. Prioritizing the initiatives willalso help define the scope, timeline, and budget of the project, as well as the keystakeholders, success metrics, and risks involved2. Implementing Nonprofit Success Pack(NPSP) is a possible solution option, but not a recommendation for the CRM strategy.Starting solution design during a discovery session is a project management best practice,but not a recommendation for the CRM strategy.
Question # 7
The Alumni Relations department wants to track alumni and its chapter memberships. The department wants to easily see the Primary Chapter on the Contact record. The system admin prefers to use the standard features that are available with Education Data Architecture (EDA). Which step should the consultant take to meet this requirement?
A. Create an Affiliation mapping to the Primary Chapter field in EDA Settings. B. Create an Affiliation record type for Alumni Chapter and a custom field for the PrimaryChapter on the Contact record. C. Create a custom picklist value for Alumni Chapter on the Affiliation object.
Answer: A Explanation: The Education Data Architecture (EDA) allows you to map fields from theAffiliation object to the Contact object, so that when an Affiliation record is created orupdated, the mapped fields are automatically populated on the Contact record. This way,you can track the primary chapter of an alumni on the Contact record without creating acustom field or record type23
Question # 8
A college is experiencing a disconnect between the Advancement and Finance departments which causes a delay in the allocation of donations. The college wants to synchronize fundraising data between these two offices. Which solution should a consultant recommend?
A. Financial Services Cloud B. Payment Services C. Accounting Subledger
Answer: C Explanation: Accounting Subledger is a solution that allows education institutions tosynchronize fundraising data between Advancement and Finance departments. It enablesthem to create accounting-ready summaries of donations and other transactions fromSalesforce and export them to their accounting systems1. This solution can help thecollege avoid manual data entry, reduce errors, and streamline the allocation ofdonations. References: Salesforce Education Cloud Academy: Consultant Fundamentals,[Accounting Subledger Overview]
Question # 9
The Admissions office sends 25 email 10 students slarty. The Director of needs to manage cohorts of prospective students and automate personalized emails. Which two solutions should the consultant recommend to meet the requirement? Choose 2 answers
A. Journey Builder B. Salesforce Campaigns C. Datarama D. Salesforce Inbox
Answer: A,B Explanation: The consultant should recommend Journey Builder and SalesforceCampaigns to meet the requirement of managing cohorts of prospective students andautomating personalized emails. Journey Builder is a tool that allows users to design andautomate customer journeys across channels, such as email, mobile, social, and web.Salesforce Campaigns is a feature that helps users track and measure the effectiveness ofmarketing initiatives, such as email campaigns, events, webinars, etc. By using JourneyBuilder and Salesforce Campaigns together, the Admissions office can create and executetargeted email campaigns for different segments of prospective students, based on theirinterests, preferences, behaviors, and interactions. The email campaigns can also bepersonalized with dynamic content, such as student names, program names, deadlines,etc. Additionally, the Admissions office can monitor and analyze the performance of theemail campaigns, such as open rates, click rates, conversions, etc., and optimize themaccordingly. References: Journey Builder Basics, Salesforce Campaigns, Create and SendTargeted Email Campaigns
Question # 10
A primary school has switched to remote learning and wants to track student well-being, technology needs, and various family situations needing attention. Which Education Cloud solution meets this requirement?
A. Student Success Hub B. Pathways C. K-12 Architecture Kit D. Admissions Connect
Answer: A Explanation:Student Success Hub is a solution that enables schools to provide holistic support forstudents and families, especially in remote learning scenarios. It allows schools to createand track interventions, referrals, and services for students based on their needs andgoals. It also provides dashboards and reports to monitor student progress and outcomes.Student Success Hub is built on top of the Education Data Architecture (EDA) andleverages the Program Management Module (PMM) and the Case Management Module(CMM) to deliver a comprehensive student support system. References:Student Success HubStudent Success Hub Implementation GuideStudent Success Hub Trailhead Module
Question # 11
A university's Alumni Relations office is replacing its legacy system with Salesforce. The consultant needs to load a large volume of alumni Contact records into a new Salesforce environment. Which action should the consultant take?
A. Set the Account and Contact's sharing to Public Read/Write before the data load. B. Set the Account and Contact's sharing to Private before the data load. C. Load record owners after the Account and Contact data load Is complete.
Answer: B Explanation: The action that the consultant should take when loading a large volume of alumni Contactrecords into a new Salesforce environment is B. Set the Account and Contact’s sharing toPrivate before the data load1. This is because setting the sharing to Private can improvethe performance and speed of the data load, as it reduces the number of sharingcalculations and recalculations that Salesforce has to perform during the process. Settingthe sharing to Private can also prevent unauthorized access and visibility of the data byother users until the data load is complete and verified2.A. Set the Account and Contact’s sharing to Public Read/Write before the data load and C.Load record owners after the Account and Contact data load is complete are not validactions for this scenario. Setting the sharing to Public Read/Write can degrade theperformance and speed of the data load, as it increases the number of sharing calculationsand recalculations that Salesforce has to perform during the process. Setting the sharing toPublic Read/Write can also expose the data to other users who may not have the appropriate permissions or roles to view or edit the data2. Loading record owners after theAccount and Contact data load is complete can cause errors and inconsistencies in thedata, as the record owners are required fields for the Account and Contact objects. Loadingrecord owners after the data load can also trigger unnecessary workflows and validationsthat can affect the data quality and integrity3.
Question # 12
A university plans to use Salesforce for its recruitment and admissions process and needs to integrate it with the Student Information System (SIS). Which step should the consultant take initially?
A. Disable Trigger Handler records. B. Define the process. C. Use the Data Import Wizard.
Answer: B Explanation: The initial step that the consultant should take when planning to integrate Salesforce withthe Student Information System (SIS) is B. Define the process1. This means that theconsultant should identify the business requirements, use cases, and scenarios that theintegration should support, such as data synchronization, data transformation, datavalidation, error handling, etc. The consultant should also determine the scope, frequency,direction, and volume of the data exchange, as well as the security and performanceconsiderations2.A. Disable Trigger Handler records and C. Use the Data Import Wizard are not valid stepsfor the initial integration planning. Disabling Trigger Handler records is a step that may berequired when installing the Education Data Architecture (EDA) package in an existingSalesforce org, as it can prevent conflicts with existing triggers and workflows3. However,this is not related to the integration with the SIS. Using the Data Import Wizard is a tool thatcan be used to import data from external sources into Salesforce, such as accounts,contacts, leads, etc4. However, this is not a step for the initial integration planning, butrather a possible option for the data migration or loading.
Question # 13
The IT administrator at a university would like to understand the Table-Driven Trigger Management (TDTM) framework in the Education Data Architecture (EDA). What is a benefit the consultant should discuss with the client?
A. TDTM prevents custom triggers. B. TDTM mitigates data skew. C. TDTM controls the order in which operations execute.
Answer: C Explanation: TDTM is a framework that allows administrators to customize the behavior ofEducation Data Architecture (EDA) by defining triggers, classes, and customsettings2. One of the benefits of TDTM is that it controls the order in which operationsexecute, which can improve performance and avoid conflicts or errors2. For example,TDTM can ensure that account names are updated before affiliations are created, or thatcontact roles are deleted before opportunities are closed2. References: SalesforceEducation Cloud Academy: Consultant Fundamentals, [TDTM Documentation]
Question # 14
An Advancement office is evaluating the automation capabilities of the Education Data Architecture (EDA). The office needs to be able to identify inactive addresses and have them sync to the contact record. How should the consultant meet this requirement?
A. Set the inactive address on the Contact record through integration. B. Select the "Inactive" checkbox on the Address record. C. Develop a custom trigger to update the Contact record.
Answer: B Explanation: The Education Data Architecture (EDA) provides a feature to track and manage multiple addresses for contacts and accounts using the Address object1. TheAddress object has a field called “Inactive” that indicates whether the address is currently inuse or not2. By selecting the “Inactive” checkbox on the Address record, the consultant canmark the address as inactive and have it sync to the contact record. The contact record willthen show the inactive address in the Mailing Address field, with a strike-through line toindicate that it is no longer valid3.Setting the inactive address on the contact record through integration is not arecommended solution, as it would bypass the EDA address management feature andcreate inconsistency between the contact and address records. Developing a customtrigger to update the contact record is also not necessary, as EDA already provides a builtinmechanism to handle inactive addresses using the Address object.References:1: Understand Addresses in EDA - Salesforce2: EDA Object Reference - Salesforce3: Manage Simple Changes to Address Records - Salesforce
Question # 15
A university is working with a consultant to install and configure the Education Data Architecture (EDA). The university uses the Default Account Model. The university wants accounts to include the first and last name of each contact at the time the contact is created. Which action should the consultant take in EDA Settings to meet this requirement?
A. Select the Run Backfill button. B. Edit Administrative Account Name Format. C. Set the Account Model to Household.
Answer: B Explanation:The Default Account Model in EDA creates one account for each contact and names it after the contact’s full name. However, if the contact’s name changes, the account name doesnot update automatically. To meet the requirement of including the first and last name ofeach contact at the time the contact is created, the consultant should edit theAdministrative Account Name Format in EDA Settings. This allows the consultant to definea custom formula for naming accounts based on contact fields. For example, the formulacould be FirstName & " " & LastName. References: [Salesforce Education Cloud Academy:Consultant Fundamentals], [EDA Account Naming]
Question # 16
A university's IT department is setting up an integration between the student information system (SIS) and the Education Data Architecture (EDA). The SIS integration will send students' academic major, status, and dates. Which Salesforce object should this be mapped to?
A. Course Connection B. Education History C. A Program Enrollment
Answer: C Explanation:A Program Enrollment object in EDA is used to track a student’s registration in anacademic program or course of study, including information such as registration dates, status, credits earned, and GPA1. A Course Connection object is used to track a student’senrollment in a specific course offering, including information such as role, grade, andattendance2. An Education History object is used to track a student’s previous educationrecords, such as schools attended, degrees earned, and test scores3. References:1: Education Data Architecture Documentation - Salesforce12: EDA Object Reference - Salesforce43: EDA Object Reference - Salesforce4
Question # 17
The Financial Aid department of a college uses Student Success Hub. Students need the ability to schedule an appointment with any financial aid advisor. Which object should the consultant configure in Student Success Hub to meet this requirement?
A. Advising Pools B. Public Groups C. EDA Relationships
Answer: A Explanation: The consultant should configure the Advising Pools object in StudentSuccess Hub to meet the requirement of allowing students to schedule an appointmentwith any financial aid advisor for the Financial Aid department that uses Student SuccessHub. The Advising Pools object is an object in Student Success Hub that allows users tocreate groups of advisors who share a common availability, location, or service. TheAdvising Pools object can help the Financial Aid department meet the requirement ofallowing students to schedule an appointment with any financial aid advisor by creating anAdvising Pool record for financial aid advisors and associating it with a Service record forfinancial aid advising. The consultant can also configure other settings such as availability,location, or capacity for the Advising Pool record. Public Groups, EDA Relationships, orProgram Plans are not objects that the consultant should configure in Student SuccessHub to meet the requirement of allowing students to schedule an appointment with anyfinancial aid advisor for the Financial Aid department that uses Student Success Hub.References:https://www.salesforce.org/products/student-success-hub/overview/https://powerofus.force.com/s/article/SSHub-Advising-Pools
Question # 18
A school wants to use the K-12 Architecture Kit to track elementary students and their parents. Which consideration about the K-12 Architecture Kit should the consultant discuss with the school?
A. It requires Experience Cloud. B. It is built on the Education Data Architecture. C. It is built on Nonprofit Success Pack.
Answer: C Explanation: The consultant should discuss with the school that K-12 Architecture Kit is built on Nonprofit Success Pack as a consideration about K-12 Architecture Kit when usingit to track elementary students and their parents. K-12 Architecture Kit is a product thatprovides a flexible and scalable data architecture for K-12 schools to manage their studentlifecycle. K-12 Architecture Kit is built on Nonprofit Success Pack, which is a product thatprovides a data architecture for nonprofit organizations to manage their constituents anddonors. K-12 Architecture Kit extends Nonprofit Success Pack by adding objects andfeatures such as Contacts, Accounts, Relationships, Affiliations, Attendance Events, orBehavior Responses. The consultant should discuss with the school that K-12 ArchitectureKit is built on Nonprofit Success Pack as a consideration about K-12 Architecture Kit whenusing it to track elementary students and their parents by explaining the benefits andchallenges of using Nonprofit Success Pack for a K-12 school, such as data model,terminology, or configuration. It requires Experience Cloud, it is built on EDA, or it is built onAdmissions Connect are not considerations about K-12 Architecture Kit that the consultantshould discuss with the school when using it to track elementary students and theirparents. References:https://www.salesforce.org/products/k-12-architecture-kit/overview/https://powerofus.force.com/s/article/K12-Architecture-Kit
Question # 19
Where can a customer access the open-source common sprint project code repositories?
A. Trailblazer Community B. Partner Community C. GitHub
Answer: C Explanation: GitHub is a web-based platform that hosts open-source code repositories fordevelopers to collaborate on projects1. Customers can access the common sprint projectcode repositories on GitHub by visiting the Salesforce.org Open Source Commonsorganization page2. There, they can find various community projects stemming fromSalesforce.org Open Source Community Sprints, such as Data Generation Toolkit,Outbound Funds Module, and Membership Schema and Benefits2. These projects arecompatible with Education Cloud and can be used to extend its functionality andfeatures. References:1: What is GitHub? - GitHub Docs32: Salesforce.org Open Source Commons - Community Sprint Projects4
Question # 20
University Investment Services (UIS) is an internal department that manages the university endowment through financial investments. It operates independently of the university and only works with investment companies and financial institutions. UIS is interested in a CRM that will track investment companies, its company Contacts. Leads, Opportunities, and Activities. Which solution should the consultant recommend?
A. Sales Cloud B. Education Data Architecture C. Financial Services Cloud
Answer: C Explanation:Financial Services Cloud is a Salesforce solution that is designed for the financial servicesindustry, including wealth and asset management, banking, and insurance1. FinancialServices Cloud provides features and functionality that are tailored to the needs of UIS, such as:Tracking investment companies and their contacts as financial accounts andaccount members2.Managing leads, opportunities, and activities with standard Salesforce objects andtools3.Leveraging Einstein AI to surface insights and recommendations for investmentopportunities4.Integrating with core financial systems and data sources using prebuilt connectorsand accelerators5.Sales Cloud is a general-purpose CRM solution that does not have the specific featuresand functionality for the financial services industry6. Education Data Architecture (EDA) is aSalesforce solution that is designed for the education sector, including K-12 and highereducation institutions7. EDA does not have the specific features and functionality for thefinancial services industry either.References:1: Financial Services Cloud Overview - Salesforce82: Financial Services Cloud Data Model - Salesforce3: Financial Services Cloud User Guide - Salesforce4: Einstein for Financial Services Cloud - Salesforce5: Financial Services Cloud Integration Guide - Salesforce6: Sales Cloud Overview - Salesforce7: Education Data Architecture Overview - Salesforce
Question # 21
A university is interested in using Student Success Hub and a calendar integration tool to sync student appointments with the faculty advisors' Google accounts. What should the consultant recommend?
A. A third-party app B. Salesforce Scheduler C. Einstein Activity Capture
Answer: A Explanation: A third-party app is the best option for syncing student appointments with the facultyadvisors’ Google accounts. Student Success Hub does not have a native calendarintegration tool that can sync with Google Calendar5. Salesforce Scheduler is a tool thatallows customers to schedule appointments with service providers, but it does not integratewith Google Calendar either6. Einstein Activity Capture is a tool that syncs emails andevents between Salesforce and Gmail or Microsoft Exchange, but it does not work withStudent Success Hub appointments7. Therefore, a third-party app that can connectStudent Success Hub and Google Calendar is the most suitable solution. References:5: Manage Calendar Sync (Support Staff) - Salesforce86: Salesforce Scheduler Implementation Guide - Salesforce97: Einstein Activity Capture Implementation Guide - Salesforce
Question # 22
A consultant needs to migrate international students' contact and address information to a Salesforce Education Data Architecture (EDA) environment with the State and Country Picklist feature enabled. What should the consultant confirm before migrating the data?
A. Contact Multi-Addresses Enabled is checked. B. All state and country values are ISO-3166 values. C. Every contact has a state and country value.
Answer: B Explanation:The State and Country Picklist feature in Salesforce allows users to select states andcountries from predefined, standardized lists, instead of entering them manually into textfields2. These picklists are based on ISO-3166 standard values, which are internationallyrecognized codes for identifying countries and their subdivisions. Therefore, beforemigrating the data, the consultant should confirm that all state and country values in thesource data are ISO-3166 values, otherwise they will not match the picklist values in the target environment.Contact Multi-Addresses Enabled is a setting in EDA that allows users to store multipleaddresses for a contact, such as home, work, or mailing address. This setting does notaffect the migration of state and country values, as long as they are ISO-3166 values.Every contact having a state and country value is not a requirement for the migration either,as these fields are not mandatory in EDA.References:2: Configure State and Country Picklists - Salesforce3: ISO 3166 - Wikipedia: Enable Contact Multi-Addresses - Salesforce
Question # 23
A consultant is writing an Apex class to run when a new Contact is created in a Salesforce environment where Education Data Architecture (EDA) is in use. What should the consultant do to ensure the code executes in the order intended?
A. Write an Apex trigger to set the order of execution. B. Go to EDA Settings to set the order of execution. C. Use Table-Driven Trigger Management (TDTM) to set the order of execution.
Answer: C Explanation: Table-Driven Trigger Management (TDTM) is a tool to manage the code in Salesforce and control how Apex behaves5. TDTM allows the consultant to easilyrearrange the order of things via a table in the Salesforce interface (hence, the “Table-Driven” in TDTM)6. With TDTM, the consultant can tell the Apex trigger: do X first, then Y,then Z, without writing any code6. TDTM is part of the Education Data Architecture (EDA)and can be accessed from EDA Settings5. References:5: Table-Driven Trigger Management (TDTM) Overview - Salesforce76: Table-Driven Trigger Management and Why it Matters8
Question # 24
The Advancement office is replacing its old CRM system with Salesforce. After creating its technology roadmap and fundraising timeline, the new Salesforce environment may go live during a major capital fundraising campaign. Which critical factor should the consultant identify?
A. Resource availability B. Technical complexity C. Staff cross-training D. Cost of the implementation
Answer: A Explanation: The consultant should identify resource availability as a critical factor for theAdvancement office’s new Salesforce environment going live during a major capitalfundraising campaign. Resource availability refers to the amount and type of resources thatare needed and available for a project, such as staff, time, budget, or equipment. Resourceavailability is a critical factor for the Advancement office’s new Salesforce environmentgoing live during a major capital fundraising campaign, because it can affect the projectscope, timeline, quality, and success. The consultant should assess and plan for resourceavailability to ensure that the project can be completed and delivered without compromisingthe fundraising campaign. Technical complexity, staff cross-training, and cost of theimplementation are not critical factors for the Advancement office’s new Salesforceenvironment going live during a major capital fundraising campaign. References:https://www.salesforce.org/wpcontent/uploads/2019/03/Education_Cloud_COE_Guide.pdfhttps://trailhead.salesforce.com/en/content/learn/modules/project-managementbasics/project-management-basics-plan
Question # 25
A primary school will implement Student Success Hub to support student needs from K-12. The school primarily needs to track students' families and communicate with the parents on issues. Which default account model should the consultant recommend?
A. Standard Account Model B. Household Account Model C. Administrative Account Model
Answer: B Explanation:The Household Account Model in EDA creates one account for each household andassociates multiple contacts with that account. This model is suitable for tracking students’families and communicating with the parents on issues. The Household Account Modelalso provides features such as automatic household naming, address management, androllup fields. The consultant should recommend this model for the primary school that willimplement Student Success Hub. References: [Salesforce Education Cloud Academy:Consultant Fundamentals], [EDA Account Models]c
Question # 26
A university needs to track details about a student's registration in an academic program or course of study, including information about registration dates, status, and credits earned. Which object in the Education Data Architecture (EDA) contains this type of summary academic data?
A. Course Offering B. Program Enrollment C. Program Plan
Answer: B Explanation: A Program Enrollment object in EDA contains summary academic data for astudent’s registration in an academic program or course of study, such as registrationdates, status, credits earned, and GPA1. A Course Offering object represents a specificinstance of a course that is offered during a term or semester2. A Program Plan objectdefines the requirements and structure of an academic program or course ofstudy3. References:1: Education Data Architecture Documentation - Salesforce12: EDA Object Reference - Salesforce43: EDA Object Reference - Salesforce4
Question # 27
The School of Engineering is interested in a Salesforce email marketing tool that scores email activity from campaigns and mass communications, as well as individual emails sent from recruiters. Recruiters want the flexibility to send emails from their Outlook account or from Salesforce. The marketing director wants recruiters to use branded email templates. Which solution should the consultant recommend?
A. Email Studio and Salesforce Inbox B. Account Engagement and Salesforce Engage C. Account Engagement and Salesforce Inbox
Answer: A Explanation:Email Studio is a Salesforce email marketing tool that allows users to create, send, andtrack personalized email campaigns and mass communications1. Email Studio alsoprovides features such as email scoring, which measures the engagement level of eachemail recipient based on their actions, such as opening, clicking, orunsubscribing2. Salesforce Inbox is a Salesforce tool that integrates email applicationssuch as Outlook with Salesforce, allowing users to access CRM data and features fromtheir email inbox3. Salesforce Inbox also enables users to send emails from their Outlookaccount or from Salesforce using branded email templates4.Account Engagement is a Salesforce tool that provides insights and recommendations forsales reps to engage with their accounts based on AI analysis of email activity, webactivity, and CRM data5. However, Account Engagement is not an email marketing toolthat can score email activity from campaigns and mass communications. SalesforceEngage is a Salesforce tool that allows users to create personalized email campaignsusing Marketing Cloud templates and track the responses in real time6. However,Salesforce Engage does not integrate with Outlook or allow users to send emails from theiremail inbox.References:1: Email Studio Overview - Salesforce2: Email Scoring Basics - Salesforce3: Salesforce Inbox Overview - Salesforce4: Use Email Templates in Inbox - Salesforce5: Account Engagement Overview - Salesforce6: Engage Campaigns Overview - Salesforce
Question # 28
A university uses the Education Data Architecture (EDA) to manage its prospective and current students. The student Contact Mailing Address fields and records are populated in Salesforce through an integration with an external system. What should the consultant recommend?
A. Disable address-related Trigger Handler records. B. Disable all EDA and custom Trigger Handler records. C. Set record-level trigger firing based on the Account record type. D. Set the Default Account Model to Administrative.
Answer: A Explanation: The consultant should recommend to disable address-related Trigger Handler records for the university that uses EDA to manage its prospective and currentstudents and has the student Contact Mailing Address fields and records populated inSalesforce through an integration with an external system. Trigger Handler records are records that control the behavior of EDA triggers and can be disabled or enabled asneeded. Disabling address-related Trigger Handler records can help prevent duplicate orconflicting address records from being created or updated by EDA when the studentContact Mailing Address fields and records are populated in Salesforce through anintegration with an external system. Disabling all EDA and custom Trigger Handler records,setting record-level trigger firing based on the Account record type, or setting the DefaultAccount Model to Administrative are not recommendations for the university that uses EDAto manage its prospective and current students and has the student Contact MailingAddress fields and records populated in Salesforce through an integration with an externalsystem. References:https://powerofus.force.com/s/article/EDA-TDTMhttps://powerofus.force.com/s/article/EDA-Addresses
Question # 29
A university is interested in the Student Success Hub Tableau Accelerator. Which object should the consultant recommend to ensure there is data?
A. Behavior Incident B. Appointment Attendee C. Availability Topic
Answer: B Explanation:The Appointment Attendee object in Student Success Hub is used to track the studentsand support staff who attend an appointment1. The Student Success Hub TableauAccelerator uses data from this object, along with other objects such as Alert, Appointment,Case, Contact, Course Connection, Course Offering, Program Enrollment, Term, and User,to create visualizations of student and support staff data2. The Behavior Incident object isnot part of Student Success Hub or the Tableau Accelerator. The Availability Topic object isused to categorize the availability of support staff for appointments1, but it is not used bythe Tableau Accelerator. References:1: EDA Object Reference - Salesforce32: Analyze Student Success Data with the Tableau Accelerator - Salesforce4
Question # 30
A system admin plans to load data into Salesforce in the following order. Team, Course, Course offering, and Account. What should the consultant discuss with the system admin?
A. Account is a required field for Team. B. There is a risk of account data skew. C. There is a risk of lookup data skew.
A partner wants to self-certify that its app complies with Education Data Architecture (EDA) readiness. The partner needs to certify that its solution is compatible with EDA, or if it duplicates EDA functionality, that it is properly documented and abides by conventions for key EDA objects. What are two key objects used with EDA? Choose 2 answers.
A. Opportunity B. Affiliation C. Account D. Attribute
Answer: B,D Explanation: Affiliation and Attribute are two key objects used with EDA. Affiliation is anobject that represents a relationship between a Contact and an Account or anotherContact. Affiliation can be used to track various types of relationships, such as student,faculty, staff, alumni, donor, or advisor. Attribute is an object that stores additionalinformation about a Contact or an Applicant that is not captured by other EDA objects.Attribute can be used to track various types of information, such as test scores, languages,hobbies, certifications, and documents. Opportunity and Account are not key objectsspecific to EDA, but rather standard Salesforce objects. References:https://powerofus.force.com/s/article/EDA-Affiliationshttps://powerofus.force.com/s/article/EDA-Attributeshttps://powerofus.force.com/s/article/EDA-Data-Dictionary
Question # 32
A law school wants a recruitment and admissions system with a multichannel marketing tool, Admission officers want an application portal they can brand. Marketers want an integrated social listening tool. Which solution set should the consultant recommend?
A. Education Cloud, MuleSoft, Anypoint Platform, Pardot B. Education Cloud, Elevate, Experience Cloud C. Education Cloud, Experience Cloud, Marketing Cloud D. Education Cloud, Nonprofit Cloud, Marketing Cloud
Answer: C Explanation: The consultant should recommend Education Cloud, Experience Cloud, andMarketing Cloud as a solution set to meet the requirement of having a multichannelmarketing tool, an application portal they can brand, and an integrated social listening toolfor the law school. Education Cloud is a product that provides solutions for highereducation institutions to manage their recruitment, admissions, student success, andadvancement processes. Experience Cloud is a product that allows users to create andmanage digital experiences for customers, partners, or employees on any device or channel. Marketing Cloud is a product that allows users to create and managepersonalized and targeted marketing campaigns for customers or prospects. Theconsultant can help the law school leverage Education Cloud, Experience Cloud, andMarketing Cloud to create a branded application portal, engage with prospects acrossmultiple channels, and monitor social media conversations. Education Cloud, MuleSoftAnypoint Platform, Pardot; Education Cloud, Elevate, Experience Cloud; or EducationCloud, Nonprofit Cloud, Marketing Cloud are not solution sets that can meet therequirement of having a multichannel marketing tool, an application portal they can brand,and an integrated social listening tool for the law school. References:https://www.salesforce.org/products/education-cloud/overview/https://www.salesforce.com/products/experience-cloud/overview/https://www.salesforce.com/products/marketing-cloud/overview/
Question # 33
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 two communication examples should a consultant recommend? Choose 2 answers
A. User contest B. Post go-live recap C. Teaser email D. Project sponsor profile
Answer: A,B Explanation: User contest and post go-live recap are two communication examples thatthe consultant can recommend to send after implementation. User contest is a type ofcommunication that encourages users to participate in a competition or a challenge relatedto using Salesforce, such as completing a certain number of tasks, earning badges onTrailhead, or submitting feedback or ideas. User contest can help increase userengagement, adoption, and satisfaction with Salesforce. Post go-live recap is a type ofcommunication that summarizes the results and outcomes of the implementation project,such as key achievements, lessons learned, success stories, or next steps. Post go-liverecap can help celebrate the project completion, acknowledge the project team andstakeholders, and provide guidance for future improvements. Teaser email and projectsponsor profile are two communication examples that the consultant can recommend tosend before implementation. References:https://www.salesforce.org/wpcontent/uploads/2019/03/Education_Cloud_COE_Guide.pdfhttps://trailhead.salesforce.com/en/content/learn/modules/change_management/change_management_communicate
Question # 34
An elementary school wants to implement an out-of-the-box solution to track enrollments by grade. Which solution should the consultant recommend?
A. K-12 Architecture Kit B. Nonprofit Success Pack C. Education Data Architecture D. Program Management Module
Answer: A Explanation: The consultant should recommend K-12 Architecture Kit as an out-of-the-boxsolution to track enrollments by grade for the elementary school. K-12 Architecture Kit is asolution that extends EDA to meet the needs of K-12 schools. K-12 Architecture Kitprovides objects and features to track student information, such as grades, attendance,and program enrollments. The consultant can help the elementary school configure and customize K-12 Architecture Kit to track enrollments by grade using features such asGrade Enrollment or Grade Level. Nonprofit Success Pack, Education Data Architecture,and Program Management Module are not out-of-the-box solutions to track enrollments bygrade for the elementary school. References:https://github.com/SalesforceFoundation/k12-architecture-kithttps://powerofus.force.com/s/article/K12-Architecture-Kit
Question # 35
The Student Services department wants a way for students and advisors to picture academic options more clearly and visualize degree requirements. Which two components should the consultant recommend to meet their needs? Choose 2 answers
A. Success Plans B. Path C. Pathways D. Plan Requirements
Answer: C,D Explanation: Pathways and Plan Requirements are two components that the consultantcan recommend to meet the requirement of providing a way for students and advisors topicture academic options more clearly and visualize degree requirements. Pathways is acomponent that allows users to create and manage academic plans for students, such asmajors, minors, or certificates. Pathways can help students and advisors picture academicoptions more clearly by showing the courses and requirements needed to complete anacademic plan. Plan Requirements is a component that allows users to define and groupthe requirements for an academic plan, such as credits, courses, or electives. PlanRequirements can help students and advisors visualize degree requirements by showingthe progress and status of each requirement for an academic plan. Success Plans andPath are not components that can meet the requirement of providing a way for studentsand advisors to picture academic options more clearly and visualize degree requirements.References:https://www.salesforce.org/products/student-success-hub/overview/https://powerofus.force.com/s/article/SSHub-Pathwayshttps://powerofus.force.com/s/article/SSHub-Plan-Requirements
Question # 36
An elementary school district has evaluated Nonprofit Success Pack and now wants to evaluate the K-12 Architecture Kit. Which action should the consultant take?
A. Install the K-12 Architecture Kit from the AppExchange. B. Start a new K-12 Architecture Kit trial. C. Make K-12 Architecture Kit record types available to profiles. D. Install the K-12 Architecture Kit from GitHub.
Answer: D Explanation: The consultant should install the K-12 Architecture Kit from GitHub toevaluate it for the school district. GitHub is a platform that hosts code repositories andallows users to collaborate on software development projects. The K-12 Architecture Kit isa solution that extends EDA to meet the needs of K-12 schools. The K-12 Architecture Kitprovides objects and features to track student information, such as grades, attendance,and program enrollments. The K-12 Architecture Kit is not available on the AppExchange,but rather on GitHub as an open source project that users can install and customize.Installing the K-12 Architecture Kit from the AppExchange, starting a new K-12 ArchitectureKit trial, or making K-12 Architecture Kit record types available to profiles are not actionsthat the consultant can take to evaluate it for the school district. References:https://github.com/SalesforceFoundation/k12-architecture-kithttps://powerofus.force.com/s/article/K12-Architecture-Kit
Question # 37
A school for continuing education needs to track program costs within its budget and related revenue streams each program brings to the school. Which Salesforce solution should the consultant consider?
A. Accounting Subledger B. Program Management Module C. Grants Management
Answer: B Explanation: The consultant should consider Program Management Module as aSalesforce solution to track program costs within its budget and related revenue streamseach program brings to the school for the school for continuing education. ProgramManagement Module is a product that allows users to manage programs, services, orinterventions for their constituents. Program Management Module can help the school forcontinuing education track program costs within its budget and related revenue streamseach program brings to the school by using features such as Programs, Services, ServiceDeliveries, or Service Reports. The consultant can also leverage other tools such asreports, dashboards, or formulas to track and analyze program costs and revenue streams.Accounting Subledger, Grants Management, or Marketing Cloud are not Salesforcesolutions that can track program costs within its budget and related revenue streams eachprogram brings to the school for the school for continuing education. References:https://www.salesforce.org/products/program-management-module/overview/https://powerofus.force.com/s/article/PMM-Overview
Question # 38
How should a consultant document risk for a customer in an Education Cloud implementation?
A. Configure an Early Alert to notify stakeholders. B. Maintain a project health dashboard. C. Recommend a Center of Excellence. D. Share Salesforce resources with the customer.
Answer: B Explanation: The consultant should document risk for a customer in an Education Cloudimplementation by maintaining a project health dashboard. A project health dashboard is atool that provides a visual representation of the status and progress of a project, such askey milestones, deliverables, issues, or risks. A project health dashboard can help theconsultant document risk for a customer in an Education Cloud implementation byidentifying and tracking potential threats or challenges that may affect the project scope,timeline, budget, or quality, and providing mitigation strategies or contingency plans.Configuring an Early Alert, recommending a Center of Excellence, or sharing Salesforce resources with the customer are not ways to document risk for a customer in an EducationCloud implementation. References:https://www.salesforce.org/wpcontent/uploads/2019/03/Education_Cloud_COE_Guide.pdfhttps://trailhead.salesforce.com/en/content/learn/modules/project-managementbasics/project-management-basics-monitor
Question # 39
What should a consultant recommend to a university that wants a successful Data Governance committee?
A. Create a Center of Excellence queue. B. Set up a Salesforce Adoption Dashboard. C. Refer committee members to Trailhead. D. Use RACI matrix to define member roles.
Answer: D Explanation: The consultant should recommend to use a RACI matrix to define memberroles for a university that wants a successful Data Governance committee. A RACI matrixis a tool that clarifies the roles and responsibilities of different stakeholders in a project or aprocess, using four categories: Responsible, Accountable, Consulted, and Informed. ARACI matrix can help the university have a successful Data Governance committee bydefining and communicating who is responsible for making decisions, who is accountablefor ensuring quality and compliance, who is consulted for providing input or feedback, andwho is informed about the outcomes or changes related to data governance. Creating aCenter of Excellence queue, setting up a Salesforce Adoption Dashboard, or referringcommittee members to Trailhead are not recommendations for a university that wants asuccessful Data Governance committee. References:https://www.salesforce.org/wpcontent/uploads/2019/03/Education_Cloud_COE_Guide.pdfhttps://trailhead.salesforce.com/en/content/learn/modules/project-managementbasics/project-management-basics-raci
Question # 40
The career center at a university plans to use Student Success Hub and is preparing to import student data. In which order should the data be imported?
A. Course, Course Offering, Program Plan, and Affiliation records B. Account, Term, Course, and Course Offering records C. Account, Term, Program Enrollment, and Course records
Answer: C Explanation: The data should be imported in the order of Account, Term, ProgramEnrollment, and Course records for the career center that plans to use Student SuccessHub and is preparing to import student data. The order of data import is important to ensurethat the data is consistent and accurate in Salesforce and that the relationships betweenthe objects are maintained. The data should be imported in the order of Account, Term,Program Enrollment, and Course records because these objects have dependencies orlookups to each other. For example, a Program Enrollment record has a lookup to anAccount record and a Term record, and a Course record has a lookup to a Term record.Importing the data in this order can help avoid errors or missing data. Course, CourseOffering, Program Plan, and Affiliation records or Account, Term, Course, and CourseOffering records are not correct orders of data import for the career center that plans to useStudent Success Hub and is preparing to import student data. References:https://powerofus.force.com/s/article/EDA-Data-Importhttps://powerofus.force.com/s/article/EDA-Program-Enrollments
Question # 41
A university wants to track the Biology 101 class for next semester. The class will be held on Tuesdays and Thursdays from 3:00-4:00 PM in Lecture Hall A. and on Wednesdays and Fridays from 1:00-2:30 PM in the adjacent lab facility. Which object in Education Data Architecture (EDA) should a consultant use to meet this requirement?
A. Course Offering Schedule B. Time Block C. Program Enrollment
Answer: A Explanation: The consultant should use the Course Offering Schedule object in EDA tomeet the requirement of tracking the Biology 101 class for next semester that will be heldon Tuesdays and Thursdays from 3:00-4:00 PM in Lecture Hall A and on Wednesdays andFridays from 1:00-2:30 PM in the adjacent lab facility for the university. The CourseOffering Schedule object is an object in EDA that allows users to store information aboutwhen and where a course offering is held, such as day of week, start time, end time, orlocation. The Course Offering Schedule object can help the consultant meet therequirement of tracking the Biology 101 class for next semester that will be held onTuesdays and Thursdays from 3:00-4:00 PM in Lecture Hall A and on Wednesdays andFridays from 1:00-2:30 PM in the adjacent lab facility for the university by creating twoCourse Offering Schedule records for the Biology 101 course offering, one for the lecturesessions and one for the lab sessions, and specifying the day of week, start time, end time,and location for each record. Time Block, Program Enrollment, or Course Connection arenot objects in EDA that the consultant should use to meet the requirement of tracking theBiology 101 class for next semester that will be held on Tuesdays and Thursdays from3:00-4:00 PM in Lecture Hall A and on Wednesdays and Fridays from 1:00-2:30 PM in theadjacent lab facility for the university. References:https://powerofus.force.com/s/article/EDA-Course-Offering-Scheduleshttps://powerofus.force.com/s/article/EDA-Course-Offeringsc
Question # 42
A Recruitment department wants to centralize its recruitment efforts and application operations, and engage with students through social channels like WhatsApp. Which solution should the consultant recommend?
A. Slack B. Admissions Connect C. Student Success Bots
Answer: B Explanation: The consultant should recommend Admissions Connect as a solution tocentralize its recruitment efforts and application operations, and engage with studentsthrough social channels like WhatsApp for the Recruitment department. Admissions Connect is a product that allows users to manage the entire student recruitment andadmissions lifecycle, from prospecting to enrollment. Admissions Connect can help theRecruitment department centralize its recruitment efforts and application operations, andengage with students through social channels like WhatsApp by using features such asCampaigns, Applications, Application Reviews, or OmniStudio. The consultant can alsoleverage other tools such as Marketing Cloud or Social Studio to integrate AdmissionsConnect with social channels like WhatsApp. Slack, Student Success Bots, or EinsteinBots are not solutions that can centralize its recruitment efforts and application operations,and engage with students through social channels like WhatsApp for the Recruitmentdepartment. References:https://www.salesforce.org/products/admissions-connect/overview/https://www.salesforce.org/wp-content/uploads/2021/06/Salesforce.org-Admissions-Connect-Tableau-Accelerator.pdf
Question # 43
An institution is experiencing record locking and sharing performance issues in a Salesforce org with the Education Data Architecture (EDA). A consultant notices there are more than 10,000 child records associated to a single parent record. Which object should the consultant review first?
A. Accounts B. Relationships C. Affiliations
Answer: B Explanation: The consultant should review the Relationships object first when noticing thatthere are more than 10,000 child records associated to a single parent record for theinstitution that is experiencing record locking and sharing performance issues in aSalesforce org with EDA. The Relationships object is an object in EDA that allows users tostore information about how two Contacts are related to each other, such as parent-child,sibling, or spouse. The Relationships object can cause record locking and sharingperformance issues in a Salesforce org with EDA if there are too many child recordsassociated to a single parent record, such as a Contact with many Relationships orAffiliations. The consultant should review the Relationships object first when noticing thatthere are more than 10,000 child records associated to a single parent record for theinstitution that is experiencing record locking and sharing performance issues in aSalesforce org with EDA by checking if there are any data skew or ownership skew issuesand applying best practices to resolve them. Accounts or Affiliations are not objects that theconsultant should review first when noticing that there are more than 10,000 child recordsassociated to a single parent record for the institution that is experiencing record lockingand sharing performance issues in a Salesforce org with EDA. References:https://powerofus.force.com/s/article/EDA-Relationshipshttps://developer.salesforce.com/docs/atlas.enus.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_introduction.htm
Question # 44
University department staff members want to track communication efforts and attendance for the annual commencement ceremony. They need to report on the engagement results of different types of communication methods (email, printed invitations, and so forth). Which of these features should the consultant recommend?
A. Campaign Member Status B. Salesforce Inbox C. Campaign Influence
Answer: A Explanation: The consultant should recommend Campaign Member Status as a feature totrack communication efforts and attendance for the annual commencement ceremony andreport on the engagement results of different types of communication methods for theuniversity department staff members. Campaign Member Status is a feature that allowsusers to define and track the status or response of a campaign member for a specificcampaign, such as Sent, Opened, Clicked, or Attended. Campaign Member Status canhelp the university department staff members track communication efforts and attendancefor the annual commencement ceremony and report on the engagement results of differenttypes of communication methods by using features such as custom statuses, memberstatus values, or campaign reports. Salesforce Inbox, Campaign Influence, or MarketingCloud are not features that can track communication efforts and attendance for the annualcommencement ceremony and report on the engagement results of different types ofcommunication methods for the university department staff members. References:https://help.salesforce.com/s/articleView?id=sf.campaigns_member_status.htm&type=5 https://trailhead.salesforce.com/en/content/learn/modules/campaign_basics/campaign_basics_member_status
Question # 45
A community college would like to use Admissions Connect and automatically admit applicants if they meet certain criteria. What should the consultant do?
A. Create a new flow. B. Activate the ApplicantCommunityHomePageController Apex class. C. Leverage the existing flow Sample: Application Auto Admit.
Answer: C Explanation: The consultant should leverage the existing flow Sample: Application AutoAdmit to automatically admit applicants if they meet certain criteria for the communitycollege that would like to use Admissions Connect. A flow is a tool that allows users toautomate business processes by guiding users through screens, collecting data, orexecuting actions. Sample: Application Auto Admit is an existing flow in AdmissionsConnect that allows users to automatically admit applicants if they meet certain criteria,such as GPA or test scores. The consultant can leverage the existing flow Sample:Application Auto Admit to automatically admit applicants if they meet certain criteria for thecommunity college that would like to use Admissions Connect by configuring andcustomizing the flow to match their admission requirements and policies. Creating a newflow, activating the ApplicantCommunityHomePageController Apex class, or developing acustom trigger that checks the submission deadline against the current date are not thingsthat the consultant should do to automatically admit applicants if they meet certain criteriafor the community college that would like to use Admissions Connect. References:https://help.salesforce.com/s/articleView?id=sf.flow.htm&type=5https://www.salesforce.org/products/admissions-connect/overview/
Question # 46
What is the correct order of operations to ensure customer success in an Education Cloud implementation?
A. Document Current State, Conduct Discovery Workshops, Generate Solution Design,Write Test Scripts & Plans, Build Solution & Test, Deploy. B. Document Current State, Conduct: Discovery Workshops, Write Test Scripts & Plans,Build Solution & Test, Generate Solution Design, Deploy. C. Conduct Discovery Workshops, Document Current State, Generate Solution Design,Write Test Scripts & Plans, Build Solution & Test, Deploy, D. Conduct Discovery Workshops, Document Current State, Write Test Scripts Plans,Generate Solution Design, Build Solution & Test, Deploy
Answer: C Explanation: The correct order of operations to ensure customer success in an Education Cloud implementation is:Conduct Discovery Workshops: This is the first step where the consultant gathersinformation and requirements from the customer and stakeholders throughinterviews, surveys, or observations.Document Current State: This is the second step where the consultant analyzesand documents the current processes and systems that the customer uses andidentifies gaps and opportunities for improvement.Generate Solution Design: This is the third step where the consultant creates andpresents a solution design document that outlines how Salesforce will meet thecustomer’s requirements and expectations, and defines the scope, timeline, andbudget of the project.Write Test Scripts & Plans: This is the fourth step where the consultant writes testscripts and plans that describe how to test the functionality and usability of thesolution in different scenarios and conditions, and defines the success criteria andexit criteria for testing.Build Solution & Test: This is the fifth step where the consultant builds the solutionin a sandbox environment using declarative or programmatic tools, and tests thesolution using the test scripts and plans to ensure quality and accuracy.Deploy: This is the sixth and final step where the consultant deploys the solutioninto the production environment using change sets or other deployment tools, andprovides training and support to the customer and end users.Documenting Current State, Conducting Discovery Workshops, Writing Test Scripts &Plans, Building Solution & Test, Generating Solution Design, or Deploying are not correctorders of operations to ensure customer success in an Education Cloud implementation.References:https://www.salesforce.org/wpcontent/uploads/2019/03/Education_Cloud_COE_Guide.pdfhttps://trailhead.salesforce.com/en/content/learn/modules/project-managementbasics
Question # 47
Why might key stakeholders participate in a Center of Excellence?
A. It standardizes the data definitions. B. It ensures data is owned by one group. C. It ensures feature requests will be implemented.
Answer: A Explanation: The consultant should explain that one of the reasons why key stakeholdersmight participate in a Center of Excellence is that it standardizes the data definitions for theuniversity. A Center of Excellence is a group of people who provide leadership, guidance,and best practices for a specific area or domain. A Center of Excellence can helpstandardize the data definitions for the university by creating and maintaining a commonvocabulary and understanding of what data means, how it is used, or how it is measuredacross different departments or units. Standardizing the data definitions can help improvedata quality, consistency, and accuracy for the university. It ensures data is owned by onegroup or it ensures feature requests will be implemented are not reasons why keystakeholders might participate in a Center of Excellence for the university. References:https://www.salesforce.org/wpcontent/uploads/2019/03/Education_Cloud_COE_Guide.pdfhttps://trailhead.salesforce.com/en/content/learn/modules/org-changemanagement
Question # 48
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?
A. Campaign B. Opportunity C. Program Plan D. Affiliation
Answer: B Explanation: Opportunity is an object that recruiters should use to track the progress ofsponsorship 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 beused to track various information about a sponsorship request, such as amount, stage,probability, or close date. Campaign, Program Plan, and Affiliation are not objects thatrecruiters should use to track the progress of sponsorship requests. References:https://help.salesforce.com/s/articleView?id=sf.opportunity_overview.htm&type=5https://trailhead.salesforce.com/en/content/learn/modules/nonprofit_fundraising/nonprofit_fundraising_opportunities
Question # 49
A university wants to improve student retention by developing a tool for students to engage at scale, find answers to common questions and resources, and allow students to interact with student organizations. What should a consultant recommend to meet this requirement?
A. Experience Cloud B. Pardot Engagement Studio C. Interaction Studio D. Einstein Bots
Answer: A Explanation: Experience Cloud is a solution that the consultant can recommend to meetthe requirement of developing a tool for students to engage at scale, find answers tocommon questions and resources, and allow students to interact with studentorganizations. Experience Cloud is a product that allows users to create and managedigital experiences for customers, partners, or employees on any device or channel.Experience Cloud can help the university improve student retention by creating a studentcommunity that provides features such as forums, articles, chat, groups, events, orsurveys. Pardot Engagement Studio, Interaction Studio, and Einstein Bots are not solutionsthat can meet the requirement of developing a tool for students to engage at scale, findanswers to common questions and resources, and allow students to interact with studentorganizations. References:https://www.salesforce.com/products/experience-cloud/overview/https://trailhead.salesforce.com/en/content/learn/modules/community_rollout_impl/community_rollout_impl_introduction
Question # 50
The IT department at a university has asked its consultant to build a Salesforce integration strategy. Which integration consideration should the consultant outline?
A. Data element B. Salesforce license type C. Sandbox environment
Answer: A Explanation: The consultant should outline data element as an integration considerationwhen building a Salesforce integration strategy for the IT department at a university. Dataelement is an integration consideration that refers to the type, format, quality, or volume ofdata that will be exchanged between systems. The consultant should outline data elementas an integration consideration when building a Salesforce integration strategy for the ITdepartment at a university by identifying what data needs to be integrated, how it will betransformed or mapped, how it will be validated or cleansed, or how it will be stored orarchived. Salesforce license type, sandbox environment, or security model are notintegration considerations that the consultant should outline when building a Salesforceintegration strategy for the IT department at a university. References:https://trailhead.salesforce.com/en/content/learn/modules/api_basics/api_basics_datahttps://www.salesforce.org/wpcontent/uploads/2019/03/Education_Cloud_COE_Guide.pdf
Question # 51
A university wants a Salesforce solution that manages student applications and application reviewer assignments. Which solution should the consultant recommend?
A. Program Management Module B. Case Management C. Admissions Connect D. Student Success Hub
Answer: C Explanation: Admissions Connect is a solution that the consultant can recommend tomeet the requirement of managing student applications and application reviewerassignments. Admissions Connect is a solution that extends EDA to meet the needs ofhigher education admissions and enrollment. Admissions Connect provides features suchas online application management, application review, decision delivery, and reviewerassignments. The consultant can help the university configure and customize AdmissionsConnect to support their recruitment and admissions processes. Program ManagementModule, Case Management, and Student Success Hub are not solutions that can managestudent applications and application reviewer assignments. References:https://www.salesforce.org/products/admissions-connect/overview/https://trailhead.salesforce.com/en/content/learn/modules/admissions-connectbasics
Question # 52
The Executive Education department uses Salesforce to track sales of custom education programs to corporations and organizations. The department director needs to know the pipeline of custom programs. How should the consultant meet this business requirement?
A. Create custom report type. B. Use an Opportunity report. C. Set up an Affiliations report. D. Configure a list view.
Answer: B Explanation: The consultant should use an Opportunity report to meet the businessrequirement of showing the pipeline of custom programs for the Executive Educationdepartment. An Opportunity report is a type of report that shows information aboutOpportunities, such as amount, stage, probability, or close date. An Opportunity report canhelp the department director know the pipeline of custom programs by showing thedistribution and performance of Opportunities by various criteria, such as program type,account, or owner. Creating a custom report type, setting up an Affiliations report, orconfiguring a list view are not ways to meet the business requirement of showing thepipeline of custom programs for the Executive Education department. References:https://help.salesforce.com/s/articleView?id=sf.reports_standard_opp.htm&type=5https://trailhead.salesforce.com/en/content/learn/modules/reports_dashboards/reports_dashboards_funnel
Question # 53
A college is using Salesforce to support its recruitment and admissions processes. The college will need to have an online application form, automated bot service, and online application management. Which two solutions should the consultant recommend? Choose 2 answers
A. Third-party form builder app B. Digital Engagement C. Interaction Studio D. Admissions Connect
Answer: A,D Explanation: A third-party form builder app and Admissions Connect are two solutions thatthe consultant can recommend to meet the requirement of having an online applicationform, automated bot service, and online application management. A third-party form builderapp is an application that provides additional features and solutions for Salesforce. Thereare many third-party form builder apps on the AppExchange that offer online form creation and submission capabilities, such as web forms, surveys, or quizzes, and capturing datafrom them in Salesforce. The consultant can help the college choose an app that meetstheir needs and budget. Admissions Connect is a solution that extends EDA to meet theneeds of higher education admissions and enrollment. Admissions Connect providesfeatures such as automated bot service, online application management, applicationreview, and decision delivery. Digital Engagement and Interaction Studio are not solutionsthat can meet the requirement of having an online application form, automated bot service,and online application management. References:https://appexchange.salesforce.com/appxStore?type=App&keyword=form%20builderhttps://www.salesforce.org/products/admissions-connect/overview/https://trailhead.salesforce.com/en/content/learn/modules/admissions-connectbasics
Question # 54
Staff need to track which requirements must be met for a student application. Which Education Cloud objects should be used?
A. Action Plans B. Document Checklist Item C. Application Material Mapping
A school is considering leveraging Student Success Hub. Which operational requirement should the consultant confirm?
A. Einstein Bots must be enabled prior to installing Student Success Hub. B. Student Success Hub requires Education Data Architecture (EDA). C. Read, Create and Edit access to Contacts, Accounts, and Cases is required. D. Student Success Hub requires the K-12 Architecture Kit.
Answer: B Explanation: The consultant should confirm that Student Success Hub requires EducationData Architecture (EDA) as an operational requirement. Student Success Hub is a solutionthat extends EDA to meet the needs of student services and support. Student Success Hubprovides features such as Early Alerts, Success Plans, Pathways, and Advising Events.Student Success Hub requires EDA to be installed and configured in the Salesforceenvironment before installing Student Success Hub. Einstein Bots being enabled prior toinstalling Student Success Hub, Read, Create and Edit access to Contacts, Accounts, andCases being required, or Student Success Hub requiring the K-12 Architecture Kit are notoperational requirements that the consultant should confirm. References:https://www.salesforce.org/products/student-success-hub/overview/https://powerofus.force.com/s/article/SSHub-Installation
Question # 56
A small college plans to use Salesforce for its student services. A part-time system admin has been working with a program coordinator who has previous Salesforce experience and is eager to work on the project. What should the consultant recommend?
A. The program coordinator should be assigned the System Admin profile. B. The program coordinator's role should be on top of the role hierarchy. C. The program coordinator should be a Salesforce power user.
Answer: C Explanation: The consultant should recommend that the program coordinator should be aSalesforce power user for the small college that plans to use Salesforce for its studentservices and has a part-time system admin who has been working with a programcoordinator who has previous Salesforce experience and is eager to work on the project. ASalesforce power user is a user who has advanced knowledge and skills in usingSalesforce and can perform tasks such as creating reports, dashboards, or workflows. Theprogram coordinator should be a Salesforce power user for the small college that plans touse Salesforce for its student services and has a part-time system admin who has beenworking with a program coordinator who has previous Salesforce experience and is eagerto work on the project by leveraging their Salesforce experience and eagerness to work onthe project to support the part-time system admin and contribute to the project’s success.The program coordinator should not be assigned the System Admin profile, the programcoordinator’s role should not be on top of the role hierarchy, or the program coordinatorshould not be a Salesforce end user for the small college that plans to use Salesforce forits student services and has a part-time system admin who has been working with aprogram coordinator who has previous Salesforce experience and is eager to work on theproject. References:https://trailhead.salesforce.com/en/content/learn/modules/salesforce_users_roles_and_permissionshttps://www.salesforce.org/wpcontent/uploads/2019/03/Education_Cloud_COE_Guide.pdf
Question # 57
College advisors want assistance proactively identifying student issues as they arise. Which functionality in Student Success Hub should the consultant recommend?
A. Advising Events B. Mass Actions C. Early Alerts D. Success Plans
Answer: C Explanation: Early Alerts is a functionality in Student Success Hub that the consultant canrecommend to meet the requirement of providing assistance to proactively identify studentissues as they arise. Early Alerts is a feature that allows users to create and manage alertsfor students who may need intervention or support, such as academic, financial, orpersonal issues. Early Alerts can help college advisors proactively identify student issuesas they arise by using features such as Alert Reasons, Alert Statuses, or Alert AssignmentRules. Advising Events, Mass Actions, and Success Plans are not functionalities in StudentSuccess Hub that can meet the requirement of providing assistance to proactively identifystudent issues as they arise. References:https://www.salesforce.org/products/student-success-hub/overview/https://powerofus.force.com/s/article/SSHub-Early-Alerts
Question # 58
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?
A. Campaign Influence B. Salesforce Inbox C. Marketing Cloud
Answer: C Explanation: The consultant should recommend Marketing Cloud as a solution to meet therequirement of consolidating efforts to track online engagement for its annual Giving Dayon Facebook, Twitter, and Instagram for the institution. Marketing Cloud is a product thatallows users to create and manage personalized and targeted marketing campaigns forcustomers 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 usingfeatures such as Social Studio, Social Listening, or Social Analytics. Campaign Influence,Salesforce Inbox, or Pardot are not solutions that can meet the requirement ofconsolidating efforts to track online engagement for its annual Giving Day on Facebook,Twitter, and Instagram for the institution. References:https://www.salesforce.com/products/marketing-cloud/overview/https://www.salesforce.com/products/marketing-cloud/social-media-marketing/
Question # 59
Where can a customer find more information on Salesforce open-source and community sprint information?
A. Trust.salesforce.com B. Trailblazer Community C. Partner Community
Answer: B Explanation: The customer can find more information on Salesforce open-source andcommunity sprint information on Trailblazer Community. Trailblazer Community is aplatform that connects Salesforce customers, partners, employees, and enthusiasts tolearn, share, and collaborate on Salesforce topics and projects. Trailblazer Communityprovides information on Salesforce open-source and community sprint events, such asdates, locations, agendas, or registration links. The customer can also join groups, forums,or blogs related to Salesforce open-source and community sprint topics on TrailblazerCommunity. Trust.salesforce.com, Partner Community, or AppExchange are not platformswhere the customer can find more information on Salesforce open-source and community sprint information. References:https://trailhead.salesforce.com/en/content/learn/modules/trailblazer-communitybasicshttps://trailblazercommunitygroups.com/sprints/
Question # 60
The Undergraduate Advising department plans to implement Student Success Hub and Pathways in a new org. The system admin wants to use the recommended setup for external users. Which security setting should the consultant configure?
A. Create an Account sharing rule to provide Read access based on record type. B. Create a Program Plan sharing rule to provide Read access based on record type. C. Change the default Program Plan sharing setting to Private.
Answer: B Explanation: The consultant should configure a security setting to create a Program Plansharing rule to provide Read access based on record type for the system admin who wantsto use the recommended setup for external users when implementing Student SuccessHub and Pathways in a new org for the Undergraduate Advising department. A sharing ruleis a security setting that allows users to extend sharing access to users in public groups,roles, or territories. A Program Plan sharing rule can help the system admin provide Readaccess to external users based on record type by granting access to specific Program Planrecords that are relevant or appropriate for external users, such as students or advisors.Creating an Account sharing rule to provide Read access based on record type, changingthe default Program Plan sharing setting to Private, or creating a custom Permission Set forexternal users are not security settings that the consultant should configure for the systemadmin who wants to use the recommended setup for external users when implementingStudent Success Hub and Pathways in a new org for the Undergraduate Advisingdepartment. References:https://help.salesforce.com/s/articleView?id=sf.sharing_overview.htm&type=5https://powerofus.force.com/s/article/SSHub-Pathways
Question # 61
Alumni Relations is using Salesforce with the Education Data Architecture (EDA). The department is holding an event that features a faculty member as the guest speaker. The events manager wants a report of all alumni who took a course from that faculty member. How should the consultant create this report?
A. Create a custom Report Type with Courses, Course Offerings, and Course Connections. B. Use the Course Connections with Contact's Academic Program Report Type. C. Add a Course Connections cross filter to the Program Enrollments with Contact report.
Answer: A Explanation: The consultant should create a custom Report Type with Courses, CourseOfferings, and Course Connections to create a report of all alumni who took a course fromthat faculty member for the Alumni Relations office that is using Salesforce with EDA. Acustom Report Type is a type of report that shows information about one or more objectsand their fields, filters, and relationships. A custom Report Type with Courses, CourseOfferings, and Course Connections can help the Alumni Relations office create a report ofall alumni who took a course from that faculty member by showing the relationship betweenthe Contact object and the Course object through the Course Offering object and theCourse Connection object. The consultant can add fields and filters to the custom ReportType to show only the alumni who took a course from that faculty member. Using theCourse Connections with Contact’s Academic Program Report Type, adding a CourseConnections cross filter to the Program Enrollments with Contact report, or creating acustom Report Type with Contacts, Accounts, and Affiliations are not ways to create areport of all alumni who took a course from that faculty member for the Alumni Relationsoffice that is using Salesforce with EDA. References:https://help.salesforce.com/s/articleView?id=sf.reports_builder_create_report_type.htm&type=5https://powerofus.force.com/s/article/EDA-Course-Connections
Question # 62
A university is interested in the Student Success Hub Tableau Accelerator. Which object should the consultant ensure there is data?
A. Availability Topic B. Appointment attendee C. Behavior Incident
A college has a standard Salesforce environment and wants to use Student Success Hub for its undergraduate advising. What is required to use Student Success Hub?
A. Education Data Architecture B. Customer Community license C. Pathways D. Field Service
Answer: A Explanation: Education Data Architecture (EDA) is required to use Student Success Hubfor the college’s undergraduate advising. EDA is a product that provides a flexible andscalable data architecture for higher education institutions to manage their student lifecycle.EDA provides objects and features such as Accounts, Contacts, Relationships, Affiliations,Attributes, or Course Connections. Student Success Hub is a solution that extends EDA tomeet the needs of student services and support. Student Success Hub provides featuressuch as Early Alerts, Success Plans, Pathways, and Advising Events. Student SuccessHub requires EDA to be installed and configured in the Salesforce environment beforeinstalling Student Success Hub. A Customer Community license, Pathways, or FieldService are not required to use Student Success Hub for the college’s undergraduateadvising. References:https://www.salesforce.org/products/education-cloud/overview/https://www.salesforce.org/products/student-success-hub/overview/
Question # 64
A primary school has implemented the K-12 Architecture Kit. The school needs to report out basic student demographic information. What should the consultant do to meet this requirement?
A. Create a new student demographic dashboard. B. Refer to the existing sample student demographic dashboard. C. Use the Student Success Hub Tableau Accelerator.
Answer: B Explanation:The consultant should refer to the existing sample student demographic dashboard toreport out basic student demographic information for the primary school that hasimplemented K-12 Architecture Kit. The sample student demographic dashboard is adashboard that comes with K-12 Architecture Kit and shows information about students’demographics, such as gender, ethnicity, grade level, or school. The sample studentdemographic dashboard can help the primary school report out basic student demographicinformation by using features such as charts, tables, or filters. The consultant can alsocustomize or modify the sample student demographic dashboard to meet the primary school’s specific needs or preferences. Creating a new student demographic dashboard,using the Student Success Hub Tableau Accelerator, or creating a custom Report Type arenot things that the consultant should do to report out basic student demographicinformation for the primary school that has implemented K-12 Architecture Kit. References:https://www.salesforce.org/products/k-12-architecture-kit/overview/https://powerofus.force.com/s/article/K12-Dashboards
Question # 65
Student Services is preparing to migrate student Incident and Incident Resolution data from its old system to a Salesforce.org that uses the Education Data Architecture (EDA). Which two objects should the consultant use? Choose 2 answers.
A. Attribute B. Case C. Case Comment D. Behavior Response
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The Salesforce Education-Cloud-Consultant exam is a certification exam offered by Salesforce for professionals looking to demonstrate their expertise in implementing Education Cloud solutions. It's ideal for individuals working in the education sector or those involved in Salesforce implementations for educational institutions.
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