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