Education-Cloud-Consultant Practice Exam Questions with Answers Salesforce Certified Education Cloud Consultant (ED-Con-101) Certification

The consultant should recommend one Salesforce environment for all business units as a Salesforce environment strategy for the university. This means that the university will have a single Salesforce org that will support the needs and processes of all the business units, such as Recruitment, Corporate Relations, Executive Education, and Alumni Relations. This can help the university achieve data consistency, visibility, and collaboration across the business units, andleverage the centralized IT team and the data governance and change management committee. The consultant can also help the university implement security and sharing settings to control access and visibility of data for each business unit. Having separateSalesforce environments for each business unit, or for Recruitment or Alumni Relations only, are not Salesforce environment strategies that the consultant should recommend for the university. References:

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf

https://trailhead.salesforce.com/en/content/learn/modules/org-setup

Accounting Subledger is a solution that allows education institutions to synchronize fundraising data between Advancement and Finance departments. It enables them to create accounting-ready summaries of donations and other transactions from Salesforce and export them to their accounting systems1. This solution can help the college avoid manual data entry, reduce errors, and streamlinethe allocation of donations. References: Salesforce Education Cloud Academy: Consultant Fundamentals, [Accounting Subledger Overview]

The consultant should recommend the Standard account model for the Intellectual Property department, because it allows them to use the standard Account and Contact objects to manage their B2B business process, without creating additional records or relationships. The Household account model and the Administrative account model are designed for managing B2C or educational relationships, not B2B. References:

https://powerofus.force.com/s/article/EDA-Account-Model

https://help.salesforce.com/s/articleView?id=sf.account.htm &type=5

 The consultant should use an Opportunity report to meet the business requirement of showing the pipeline of custom programs for the Executive Education department. An Opportunity report is a type of report that shows information about Opportunities, such as amount, stage, probability, or close date. An Opportunity report can help the department director know the pipeline of custom programs by showing the distributionand performance of Opportunities by various criteria, such as program type, account, or owner. Creating a custom report type, setting up an Affiliations report, or configuring a list view are not ways to meet the business requirement of showing the pipeline of custom programs for the Executive Education department. References:

https://help.salesforce.com/s/articleView?id=sf.reports_standard_opp.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/reports_dashboards/reports_dashboards_funnel

The consultant should map Salesforce custom objects to EDA objects toprepare for installing EDA into an existing Salesforce org. This means identifying which custom objects in the existing org have similar or equivalent functionality as EDA objects, and mapping their fields and relationships accordingly. This will help theconsultant determine which custom objects can be replaced by EDA objects, which custom objects need to be integrated with EDA objects, and which custom objects need to be retained as they are. Choosing a middleware tool to integrate EDA, building applicable API customizations, and exporting all existing Salesforce data are not tasks that the consultant should do to prepare for installing EDA. References:

https://powerofus.force.com/s/article/EDA-Migrate

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_Migration_Guide.pdf

Trailhead is a resource thatthe consultant can recommend for training users to learn basic Salesforce functionality at their own pace and track lesson completion. Trailhead is an online learning platform that provides interactive and gamified content on various Salesforce topics, such as products, features, skills, and best practices. Trailhead also allows users to earn badges and points as they complete modules and projects, and track their progress and achievements. Trailhead is free and accessible to anyone who wants to learn Salesforce. Power of Us Hub, Trailblazer Community, and Salesforce Einstein are not resources that provide training on basic Salesforce functionality. References:

https://trailhead.salesforce.com/en/home

https://trailhead.salesforce.com/en/content/learn/modules/trailhead_basics

Chatter is a collaboration tool that allows users to share information, files, and feedback with each other. It can also be used to publicly recognize and reward early adopters who are using Salesforce effectively and demonstrating best practices. This can help motivate other users to adopt Salesforce and increase their engagement and productivity. Chatter can also facilitate peer-to-peer learning and support among users, as well as provide feedback and insights to the project team and sponsors. References:

Education Cloud Basics - Unit 5: Drive Adoption and MeasureSuccess

Salesforce Help: Chatter Overview

Salesforce isthe system of record in the Suspect and Prospect stages of the recruitment and admissions process for the university. A system of record is a system that serves as the authoritative source of data for a given entity or process. Salesforce is the system ofrecord in the Suspect and Prospect stages, because it stores and manages information about potential students who have expressed interest or have been identified as targets by the university, such as name, email, phone, or program of interest. The StudentInformation System (SIS) is the system of record in the Applicant and Matriculated stages of the recruitment and admissions process for the university. The SIS is a system that stores and manages information about students who have applied or enrolled at the university, such as ID, transcripts, test scores, or financial aid. References:

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf

https://trailhead.salesforce.com/en/content/learn/modules/highered_admissions

QUESTIONNO: 94

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

The consultant should install the K-12 Architecture Kit from GitHub to evaluate it for the school district. GitHubis a platform that hosts code repositories and allows users to collaborate on software development projects. The K-12 Architecture Kit is a solution that extends EDA to meet the needs of K-12 schools. The K-12 Architecture Kit provides objects and features to track student information, such as grades, attendance, and program enrollments. 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 Architecture Kit trial, or making K-12 Architecture Kit record types available to profiles are not actions that the consultant can take to evaluate it for the school district. References:

https://github.com/SalesforceFoundation/k12-architecture-kit

https://powerofus.force.com/s/article/K12-Architecture-Kit

Configuring Availability for Appointments:

TheBenefit Scheduleobject is used inEducation Cloud to manage availability for scheduling appointments.

This allows the institution to set up availability slots that students can book directly through a portal.

Setting Up Benefit Schedule:

Navigate to Setup: Go to the Salesforce Setup menu.

Create Benefit Schedules: Define the availability slots for counselors by creating Benefit Schedules.

Assign Benefit Schedules: Link these schedules to the respective counselors.

Integration with Portals:

Ensure that the portal used by students is configured to display available slots from the Benefit Schedule object.

Students can then book appointments directly based on the availability set in the Benefit Schedules.

Training and Adoption:

Provide training to counselors on managing their availability through Benefit Schedules.

Ensure students are aware of how to book appointments through the portal.

The consultant should recommend that the program coordinator should be a Salesforce power user for the small college that plans to use Salesforce for its student services and has a part-time system admin who has been working with a program coordinator who has previous Salesforce experience and is eager to work on the project. A Salesforce power user is a user who has advanced knowledge and skills in using Salesforce and can perform tasks such as creating reports, dashboards, or workflows. The program coordinator should be a Salesforce power user for the small college that plans to use Salesforce for its student services and has a part-time system admin who has been working with a program coordinator whohas previous Salesforce experience and is eager to work on the project by leveraging their Salesforce experience and eagerness to work on the 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 program coordinator’s role should not be on top of the role hierarchy, or the program coordinator should not be a Salesforce end user for the small college that plans to use Salesforce for its student services and has a part-time system admin who has been working with a program coordinator who has previous Salesforce experience and is eager to work on the project. References:

https://trailhead.salesforce.com/en/content/learn/modules/salesforce_users_roles_and_permissions

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf

Admissions Connect is a solution that the consultant can recommend to meetthe requirement of managing student applications and application reviewer assignments. Admissions Connect is a solution that extends EDA to meet the needs of higher education admissions and enrollment. Admissions Connect provides features such as online application management, application review, decision delivery, and reviewer assignments. The consultant can help the university configure and customize Admissions Connect to support their recruitment and admissions processes. Program Management Module, CaseManagement, and Student Success Hub are not solutions that can manage student applications and application reviewer assignments. References:

https://www.salesforce.org/products/admissions-connect/overview/

https://trailhead.salesforce.com/en/content/learn/modules/admissions-connect-basics

Tracking Engagement and Hobbies:

Interest Tagsin Education Cloud allow thetracking of specific interests and hobbies of alumni.

This feature helps in understanding what engages alumni and can be used to tailor communications and activities.

Setting Up Interest Tags:

Define Interest Tags: Create tags that represent different interests and hobbies.

Assign Tags: Assign these tags to alumni based on their interests and engagement history.

Utilizing Interest Tags:

Segmentation: Use Interest Tags to segment alumni for targeted communications and events.

Personalized Outreach: Tailor outreach efforts based on the specific interests and hobbies tracked by the tags.

Implementation Steps:

Configure Tags: Set up and define the tags in the system.

Data Entry: Tag alumni with the appropriate interests.

Analyze Engagement: Use reports and analytics to understand the impact of interest-based engagement.

A scratch org is a dedicated, short term Salesforce environment that the consultant can useto test the new features they have configured in a version control-based process. A scratch org is a source-driven and disposable deployment of Salesforce code and metadata. A scratch org is fully configurable, allowing the consultant to emulate differentSalesforce editions and features. A Developer Edition org, a full sandbox, and a partial copy sandbox are not dedicated, short term Salesforce environments that can be used in a version control-based process. References:

https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_scratch_orgs.htm

https://trailhead.salesforce.com/en/content/learn/modules/scratch-orgs

The consultantshould recommend that the school of engineering should have its own Salesforce environment as a Salesforce environment strategy for the school of engineering that is interested in Salesforce and there are several other Salesforce environments across the university with varying degrees of usage and configuration, the university is largely decentralized where schools operate independently of each other and often in silos, and there is high turnover in staff and leadership. A Salesforce environment is an instance of Salesforce that contains a set of data, metadata, features, or configurations. The school of engineering should have its own Salesforce environment as a Salesforce environment strategy for the school of engineering that is interested in Salesforce and there are several other Salesforce environments across the university with varying degrees of usage and configuration, the university is largely decentralized where schools operate independently of each other and often in silos, and there is high turnover in staff and leadership by having more control, flexibility, and autonomy over their own data, metadata, features, or configurations without being affected by or affecting other schools’ environments. The university should not consolidate all of the Salesforce environments, the school of engineering should not initiate a Center of Excellence (CoE), or the school of engineering should not share an existing Salesforce environment with another school as a Salesforce environment strategy for the school of engineering that is interested in Salesforce and there are several other Salesforce environments across the university with varying degrees of usage and configuration, the university is largely decentralized where schools operate independently of each otherand often in silos, and there is high turnover in staff and leadership. References:

https://help.salesforce.com/s/articleView?id=sf.environments.htm &type=5

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf

The consultant should advise to use the Admissions Connect Tableau Accelerator to evaluate historical trends of its applicants and get greater insights on its applications yield and melt for the Admissions office. The Admissions Connect Tableau Accelerator is a tool that provides pre-built dashboards and reports for Admissions Connect users to analyze their data and metrics. The Admissions Connect Tableau Accelerator can help the Admissions office evaluate historical trends of its applicants and get greater insights on its applications yield and melt by using features such as funnel analysis, cohort analysis, or geographic analysis. Leveraging the existing sample reports, creating a custom report type, or using Data Studioto process old data are not ways to evaluate historical trends of its applicants and get greater insights on its applications yield and melt for the Admissions office. 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

The consultant should configure a security setting to create a Program Plan sharing rule to provide Read access based on record type for the system admin who wants to use the recommended setup for external users when implementing Student Success Hub and Pathways in a new org for the Undergraduate Advising department. A sharing rule is 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 Read access to external users based on record type by granting access to specific Program Plan recordsthat 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, changing the default Program Plan sharing setting to Private, or creating a custom PermissionSet for external users are not security settings that the consultant should configure for the system admin who wants to use the recommended setup for external users when implementing Student Success Hub and Pathways in a new org for the Undergraduate Advising department. References:

https://help.salesforce.com/s/articleView?id=sf.sharing_overview.htm &type=5

https://powerofus.force.com/s/article/SSHub-Pathways

Degree visualization is a function that may require a third-party app for Advisor Link. Degree visualization allows advisors and students to see the progress and requirements of a degree program in agraphical way. Advisor Link does not provide this function out of the box, so a third-party app may be needed to achieve it. Success Plans, calendar syncing, and appointment scheduling are functions that are included with Advisor Link and do not require athird-party app. References:

https://www.salesforce.org/advisor-link/

https://help.salesforce.com/s/articleView?id=sf.eda_advisor_link_features.htm &type=5

The K-12 Architecture Kit does not have a native feature to send SMS messages to parents. However, there are several apps on the AppExchange that can provide this functionality, such as Mogli SMS1, SMS Magic, or Twilio for Salesforce. These apps can integrate with Salesforce and allow users to send and receive SMS messages from within the platform. The consultant should recommend the school to explore the available apps on the AppExchange andchoose the one that best suits their needs and budget.

Marketing Cloud is a Salesforce solution that provides digital marketing tools, such as email, mobile, social, and web. Marketing Cloud can also send SMS messages to contacts, but it is a more complexand expensive solution than an app on the AppExchange. Marketing Cloud may not be necessary for the school’s requirement of sending simple SMS messages to parents. Education Data Architecture (EDA) is a Salesforce solution that provides a flexible data architecture for educational institutions. EDA does not have a native feature to send SMS messages either.

The consultant should use the Course Offering Schedule object in EDA to meet the requirement oftracking the Biology 101 class for next semester that 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 for the university. The Course Offering Schedule object is an object in EDA that allows users to store information about when and where a course offering is held, such as day of week, start time, end time, or location. The Course Offering Schedule object can help the consultant meet the requirement of tracking the Biology 101 class for next semester that 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 for the university by creating two Course Offering Schedule records for the Biology 101 course offering, one for the lecture sessions 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 are notobjects in EDA that the consultant should use to meet the requirement of tracking the Biology 101 class for next semester that 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 theadjacent lab facility for the university. References:

https://powerofus.force.com/s/article/EDA-Course-Offering-Schedules

https://powerofus.force.com/s/article/EDA-Course-Offerings

The consultant should recommend to hold a standingcommittee meeting as a governance best practice for the CRM steering committee that oversees the university’s Salesforce implementation. A standing committee meeting is a meeting that occurs regularly and consistently with a fixed agenda and attendees. A standing committee meeting can help the CRM steering committee oversee the university’s Salesforce implementation by providing a forum to review progress, discuss issues, make decisions, or communicate updates. Assigning only department leaders as champions, asking committee members to join a local Salesforce group, or creating a change management plan are not governance best practices that the consultant should recommend for the CRM steering committee that oversees the university’s Salesforce implementation. References:

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf

https://trailhead.salesforce.com/en/content/learn/modules/org-change-management

The consultant should discuss with the client that the business user case requires a full Salesforce license, not other license types. Afull Salesforce license allows users to access standard CRM functionality, such as Accounts, Contacts, Opportunities, and Campaigns. This is what the recruitment staff need to access Opportunity and Campaign Member information about students. Other licensetypes, such as Lightning Platform or Community licenses, have limited access to CRM functionality and may not meet the business user case. References:

https://help.salesforce.com/s/articleView?id=sf.users_license_types_available.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/identity_basics/identity_basics_licenses

The step that theconsultant should recommend to the IT manager who is concerned about the large increase in users accessing the student community at any one time is B.Develop a Performance Testing Strategy1. This is because a performance testing strategy can help the IT manager to plan, execute, and analyze tests that measurethe system’s performance, scalability, reliability, and availability under various user loads and scenarios.A performance testing strategy can also help the IT managerto identify and resolve any performance issues or bottlenecks before the student community goes live, and to ensure that the system meets the expected service level agreements and user satisfaction2.

A. Use a third-party testing automation tool and C. Log a case with Salesforce Support to increase limits are not valid steps for this scenario. Using a third-party testing automation tool may be a part of the performance testing strategy, but it is not a step by itself.The IT manager needs to define the objectives, scope, approach, tools, and metrics of the performance testing strategy before choosing and using a testing automation tool2. Logging a case with Salesforce Support to increase limits may be a possible action that the IT manager can take afterconducting the performance testing and analyzing the results, but it is not a step that the consultant should recommend before the testing.The IT manager needs to determine the current and expected system capacity, throughput, response time, and resource utilization before requesting any limit increases from Salesforce Support3.

The customer can find more information on Salesforce open-source and community sprint information on Trailblazer Community. Trailblazer Community is a platform that connects Salesforce customers, partners, employees, and enthusiasts to learn, share, and collaborate on Salesforce topics and projects. Trailblazer Community provides information on Salesforce open-source and community sprint events, such as dates, locations, agendas, or registration links. The customer can also join groups, forums, orblogs related to Salesforce open-source and community sprint topics on Trailblazer Community. Trust.salesforce.com, Partner Community, or AppExchange are not platforms where the customer can find more information on Salesforce open-source and community sprint information. References:

https://trailhead.salesforce.com/en/content/learn/modules/trailblazer-community-basics

https://trailblazercommunitygroups.com/sprints/

The consultant should review the institution’s strategic plan to prepare for a successful Education Cloud discovery session. The strategic plan is a document that outlines the institution’s vision, mission, goals, and priorities for the future.By reviewing the strategic plan, the consultant canunderstand the institution’s context, challenges, opportunities, and expectations. The consultant can also align the discovery session agenda and questions with the strategic plan. Creating an EducationCloud storyboard, listing the current challenges in education, and building the institution’s technology roadmap are not tasks that the consultant should do to prepare for a discovery session. References:

https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-cloud-basics-discovery

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_Discovery_Guide.pdf

The Appointment Attendeeobject in Student Success Hub is used to track the students and support staff who attend an appointment1. The Student Success Hub Tableau Accelerator 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. TheBehavior Incident object is not part of Student Success Hub or the Tableau Accelerator. The Availability Topic object is used to categorize the availability of support staff for appointments1, but it is not used by the Tableau Accelerator. References:

1: EDA Object Reference- Salesforce3

2: Analyze Student Success Data with the Tableau Accelerator - Salesforce4

CRM Analytics, formerly known as Einstein Analytics, is a powerful analytics tool within Salesforce thatprovides advanced data analysis and visualization capabilities. For the advancement team looking to determine whether they will meet their campaign goal, CRM Analytics can offer detailed insights into fundraising performance, donor contributions, and campaign progress. This tool allows the team to create dashboards and reports that track key metrics and help predict future outcomes based on historical data.

Financial Services Cloud is a Salesforce solution that is designed for the financial services industry, including wealth and asset management, banking, and insurance1. Financial Services Cloud provides features and functionality that are tailored to the needs of UIS, such as:

Tracking investment companies and their contacts as financial accounts and account members2.

Managing leads, opportunities, and activities with standard Salesforce objects and tools3.

Leveraging Einstein AI to surface insights and recommendations for investment opportunities4.

Integrating with core financial systems and data sources using prebuilt connectors and accelerators5.

Sales Cloud is a general-purpose CRM solution that does not have the specific features and functionality for the financial services industry6. Education Data Architecture (EDA) is a Salesforce solution that is designed for the education sector, including K-12 and higher education institutions7. EDA does not have the specific features and functionality for the financial services industry either.

Appointment Scheduling is a solution that theconsultant can recommend to meet the requirement of providing career advice to current students and alumni via phone, email, or face-to-face. Appointment Scheduling is a feature that allows users to create and manage appointments with customers or clientsfrom Salesforce. Appointment Scheduling can be used to offer different types of services, such as career advice, tutoring, or counseling. Appointment Scheduling also integrates with calendars, email notifications, and reports. Success Teams, Queue Management, and Assignment Rules are not solutions that can meet the requirement of providing career advice to current students and alumni via phone, email, or face-to-face. References:

https://help.salesforce.com/s/articleView?id=sf.appointment_scheduling_overview.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/appointment-scheduling

The consultant should configure the Advising Pools object in Student Success Hub to meet the requirement of allowing students toschedule an appointment with any financial aid advisor for the Financial Aid department that uses Student Success Hub. The Advising Pools object is an object in Student Success Hub that allows users to create groups of advisors who share a common availability, location, or service. The Advising Pools object can help the Financial Aid department meet the requirement of allowing students to schedule an appointment with any financial aid advisor by creating an Advising Pool record for financial aid advisors and associating it with a Service record for financial aid advising. The consultant can also configure other settings such as availability, location, or capacity for the Advising Pool record. Public Groups, EDA Relationships, or Program Plans are not objectsthat the consultant should configure in Student Success Hub to meet the requirement of allowing students to schedule an appointment with any financial 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

The consultant shouldleverage the existing flow Sample: Application Auto Admit to automatically admit applicants if they meet certain criteria for the community college that would like to use Admissions Connect. A flow is a tool that allows users to automate business processesby guiding users through screens, collecting data, or executing actions. Sample: Application Auto Admit is an existing flow in Admissions Connect 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 the community college that would like to use Admissions Connect by configuring and customizing the flow to match their admission requirements and policies. Creating a new flow, activating the ApplicantCommunityHomePageController Apex class, or developing a custom trigger that checks the submission deadline against the current date are not things that the consultant should do to automatically admit applicants if they meet certain criteria for the community college that would like to use Admissions Connect. References:

https://help.salesforce.com/s/articleView?id=sf.flow.htm &type=5

https://www.salesforce.org/products/admissions-connect/overview/

Full Sandbox and Partial Sandbox are two types of sandboxes that meet this usecase for the university that is implementing Advisor Link and needs to test the integration with its SIS, and provide training space for advisors. A sandbox is a copy of a production environment that allows users to develop, test, or train without affecting live data or operations. A Full Sandbox is a type of sandbox that copies all data and metadata from the production environment. A Partial Sandbox is a type of sandbox that copies all metadata and a sample of data from the production environment based onspecified criteria. The university can use a Full Sandbox or a Partial Sandbox to test the integration with its SIS, and provide training space for advisors with access to some of the data from the production org. Developer Sandbox and Developer Pro Sandbox are not types of sandboxes that meet this use case for the university that is implementing Advisor Link and needs to test the integration with its SIS, and provide training space for advisors. References:

https://help.salesforce.com/s/articleView?id=sf.data_sandbox.htm &type=5

https://www.salesforce.org/products/advisor-link/overview/

The consultant should recommend Trailblazer Community: Open Source Commons& Community Sprints as a resource where the customer can find more information on Salesforce.org solutions built by the community. Trailblazer Community is a platform that connects Salesforce customers, partners, employees, and enthusiasts to learn, share, and collaborate on Salesforce topics and projects. Trailblazer Community: Open Source Commons & Community Sprints is a group within Trailblazer Community that provides information on Salesforce.org solutions built by the community, such as open-source projects, community sprints, or community-led webinars. The customer can also join discussions, forums, or blogs related to Salesforce.org solutions built by the community on Trailblazer Community: Open Source Commons & Community Sprints. Product Documentation: Is a Pro Bono Project the Right Fit?, Trailblazer Community: Cumulus I (CCI), or AppExchange are not resources where the customer can find more information on Salesforce.org solutions built by the community. References:

https://trailhead.salesforce.com/en/content/learn/modules/trailblazer-community-basics

https://trailblazercommunitygroups.com/sprints/

The MBA program is the best candidate for the initial “crawl” phase because it already has a custom admission system that is integrated with the SIS, which can be leveraged for Salesforce implementation. Executive Education data is largely managed in its own system, which may require more complex integration or migration. Career Advising and Alumni Relations share systems with other university departments, which mayinvolve more stakeholders and dependencies. References:

https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-cloud-implementation

https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-cloud-integrations

Education History is an EDA functionality that the consultant can recommend to track school historical data for tagged outreach and donation opportunities. Education History is a feature that allows the consultant to store information about a Contact’s previous or current education at an educational institution. Education History can be used to track varioustypes of information, such as school name, degree, major, minor, class year, or sports team. The consultant can use Education History to segment and target alumni based on their school historical data. Program Plan, Attribute, and Relationship are not EDAfunctionalities that can track school historical data for tagged outreach and donation opportunities. References:

https://powerofus.force.com/s/article/EDA-Education-History

https://powerofus.force.com/s/article/EDA-Education-History-Create

Social Studio is a solution that the Alumni Relations office can consider to respond to posts by alumni on a variety of channels, including Instagram, Twitter, and Facebook. Social Studio allows the office to monitor, publish, and engage with social media content from different platforms. Social Studio also provides analytics and insights that can help the office measurethe effectiveness of their social media strategy. Email Studio, Audience Studio, and Interaction Studio are not solutions that can respond to posts by alumni on a variety of channels. References:

https://www.salesforce.com/products/marketing-cloud/social-media-marketing/

https://trailhead.salesforce.com/en/content/learn/modules/social_studio_basics

Case is an object that should be configured for all student and support staff interactions, activities, and assigned support staff. Case is an object that represents a request or an issue that requires resolution or assistance from an organization. Case can be used to track various information about astudent’s request or issue, such as status, priority, category, or resolution. The consultant can configure Case for all student and support staff interactions, activities, and assigned support staff using features such as Case Assignment Rules, Case Escalation Rules, or Case Teams. Relationships, Account, and Advising Pools are not objects that should be configured for all student and support staff interactions, activities, and assigned support staff. References:

https://help.salesforce.com/s/articleView?id=sf.cases_overview.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/service_basics/service_basics_cases

According to theSalesforce Education Cloud Consultant documents, the EDA Setting for Simple Address Change Treated as Update allows the system to update existing address records when a user makes a minor change to an address, such as correcting a typo or adding an apartment number. This prevents the creation of duplicate address records and ensures data quality. If this setting is disabled, the system will create a new address record whenever an address is changed, even if the change is minor. References:

EDA Documentation: Address Management

Trailhead: Education Data Architecture Basics

Advising Pools is a feature that allows students to schedule appointments with any available advisor directly from a portal. Advising Pools enables advisors to set their availability and preferences, and students to see which advisors match their needs and book appointments accordingly. Email to Case, Success Teams,and Early Alerts are not features that allow students to schedule appointments with advisors from a portal. References:

https://help.salesforce.com/s/articleView?id=sf.eda_advising_pools.htm &type=5

https://www.salesforce.org/blog/advising-pools-for-higher-ed/

The college should consider that Pathways uses Program Plan and Plan Requirement records when implementing Pathways to support students in their academic journey. Pathways is a feature in Student Success Hub that allows users to create and manage personalized learning plans for students based on their goals and interests. Pathways uses Program Plan and Plan Requirement records to define the structure and requirements of a learning plan, such as courses, credits, or milestones. The college should consider that Pathways uses Program Planand Plan Requirement records when implementing Pathways to support students in their academic journey by configuring and customizing these records to match their academic programs and policies. There is a limit to the number of Plan Requirement records orthere are only two levels of Program Plan requirements in Pathways are not things that the college should consider when implementing Pathways to support students in their academic journey. References:

https://www.salesforce.org/products/student-success-hub/overview/

https://powerofus.force.com/s/article/SSHub-Pathways

The consultant should recommend to manage course payments in the transaction system as a data management strategy for course payment information. This means that the course payment information will not be stored or processed in Salesforce or Pardot, but rather in a separate system that is designed for handling transactions. This can help the system admin keep Salesforce clean and focused on CRM data for reports and automation, and avoid data duplication, integration issues, or security risks. Migrating course payments to Pardot and Salesforce, managing course paymentsin the transaction system and Pardot, or integrating course payments from Salesforce to the transaction system are not data management strategies that can help the system admin keep Salesforce clean and focused on CRM data for reports and automation. References:

https://help.salesforce.com/s/articleView?id=sf.data_management.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/data-management

The consultant should discuss the capacity to administer with the school first, because this is a critical factor for a successful implementation and adoption of Salesforce. The capacity to administer means having the resources, skills, and processes to manage and maintain the Salesforce system on an ongoing basis. The consultant should assess whether the school has a dedicated Salesforce administrator or team, or whether they need to hire or train one. The consultant shouldalso advise the school on the best practices and tools for administering Salesforce. Leadership sponsorship, business objectives, and metric identification are important factors for a successful implementation, but they are already given in the scenario, so they do not need to be discussed first by the consultant. References:

https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-cloud-basics-key-stakeholders

https://trailhead.salesforce.com/en/content/learn/modules/admin_intro

Tracking Historical Data with EDA:

TheAffiliationobject in EDA is used to track historical data related to relationships between individuals and organizations (such as alumni and the university).

Using Affiliations for Targeted Outreach:

CreateAffiliations: Set up affiliations for alumni to capture historical data such as past donations, engagement activities, and more.

Targeted Outreach: Use the data from affiliations to segment alumni for targeted outreach and donation opportunities.

Implementation Steps:

Configure Affiliations: Ensure that the Affiliation object is configured correctly to capture the necessary historical data.

Data Entry: Enter historical data into the Affiliation records.

Reporting and Analysis: Create reports and dashboardsto analyze affiliation data and identify potential outreach opportunities.

TDTM is a feature of EDA that allows you to manage the automation and custom logic that runs when data is inserted, updated, or deleted. By disabling unnecessary code, such as trigger handlers or validation rules, you canimprove the performance and speed of the data import, avoid errors or unwanted data creation, and reduce the risk of hitting governor limits12.

Disabling sharing rules using TDTM is not a recommended action, because sharing rules are not controlled by TDTM,but by the Salesforce security model. Sharing rules are used to grant additional access to records based on criteria or ownership. Disabling them mayaffect the visibility and accessibility of the imported data for the users34.

Changing the account model to Household is not a necessary action, because the account model is a preference that depends on how the university wants to organize its contacts and accounts. EDA supports both the Administrative and Household account models, and the import file already defines the Account information. Changing the account model may cause data loss or duplication, and require additional configuration and mapping5 .

The action that the consultant should take when loading a large volume of alumni Contact records into a new Salesforce environment is B.Set the Account and Contact’s sharing to Private before the data load1. This is because setting the sharing to Private can improve the performance and speed of the data load, as it reduces thenumber of sharing calculations and recalculations that Salesforce has to perform during the process.Setting the sharing to Private can also prevent unauthorized access and visibility of the data by other 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 recordowners after the Account and Contact data load is complete are not valid actions for this scenario. Setting the sharing to Public Read/Write can degrade the performance and speed of the data load, as it increases the number of sharing calculations and recalculations that Salesforce has to perform during the process.Setting the sharing to Public 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 the Account and Contact data load is complete can cause errors and inconsistencies in the data, as the record owners are required fields for the Account and Contact objects.Loading record owners after the data load can also trigger unnecessary workflows and validations that can affect the data quality and integrity3.

Experience Cloud is a solution that the Marketing team can consider that will enable former students to update their email address. Experience Cloud allows the college to create abranded online community where former students can log in, view and edit their profile information, and interact with other alumni. Experience Cloud also integrates with Salesforce, so any changes made by the former students in the community will be reflected in their Contact records. Social Studio, Salesforce Engage, and Salesforce Inbox are not solutions that can enable former students to update their email address. References:

https://www.salesforce.com/products/experience-cloud/overview/

https://trailhead.salesforce.com/en/content/learn/modules/community_rollout_impl/community_rollout_impl_basics

Nonprofit Success Pack (NPSP) is a solution that the consultant can recommend to meet the requirement of extending EDA org to support fundraising needs. NPSP is built on top of EDA and provides features such as donations management, gift processing, donor engagement, and reporting. Gift Entry Manager, Giving Pages, and Elevate are not solutions that can extend EDA org to support fundraising needs, but rathertools that can work with NPSP to enhance the fundraising experience. References:

https://www.salesforce.org/education/education-cloud-for-advancement/

https://www.salesforce.org/nonprofit/nonprofit-success-pack/

Multi-factor authentication is an identity management featurethat the consultant can recommend to meet the requirement of authenticating to internal systems both by logging in with a username and password and by authenticating via an app on their phone. Multi-factor authentication is a feature that adds an extra layer of security to the login process by requiring users to verify their identity using a second factor, such as a mobile app, a security key, or an email link. Multi-factor authentication can help prevent unauthorized access and protect sensitive data. Single sign-on, connected apps, and social sign-on are not identity management features that require users to authenticate to internal systems both by logging in with a username and password and by authenticating via an app on their phone. References:

https://help.salesforce.com/s/articleView?id=sf.identity_mfa.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/identity_login/identity_login_mfa

Relationships is a functionality that the consultant can implement to meet the requirement of tracking the emergency contacts for students who are studying abroad. Relationships is a featurethat allows the consultant to create and manage connections between Contacts in EDA. Relationships can be used to track various types of connections, such as family, friends, mentors, or emergency contacts. The consultant can create a custom RelationshipType for emergency contacts and associate it with the students who are studying abroad. Household Accounts, Affiliations, and Success Teams are not functionalities that can track the emergency contacts for students who are studying abroad. References:

https://powerofus.force.com/s/article/EDA-Relationships

https://powerofus.force.com/s/article/EDA-Relationships-Create

Marketing Cloud Business Unit is a solution that the consultant can recommend to meet the requirement of centralizing email communications for alumni and allowing departments across the university to only view their team’s content. Marketing Cloud Business Unit is a feature that allows users to segment their Marketing Cloud account into separate units based on different criteria, such as brands, regions, products, or teams. Marketing Cloud Business Unit can be used to control access to data, content, subscribers, reports, and settings for each unit. Marketing Cloud Business Unit can help the university create a centralized email communication strategy for alumni while maintaining data security and visibility for each department. Salesforce Data Management Platform, Einstein Account-Based Marketing, and Pardot Business Unit are not solutions that can meet the requirement of centralizing email communications for alumni and allowing departments across the university to only view their team’s content. References:

https://help.salesforce.com/s/articleView?id=sf.mc_overview_business_units.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/marketing-cloud-basics/marketing-cloud-basics-business-units

In Education Cloud, data aboutindividual people, such as students, faculty, alumni, and external contacts, are saved on the Account object as Person Accounts. However, when it comes to EDA, Person Accounts are not supported because EDA uses a different account model designed to accommodate the complex relationships and affiliations unique to educational institutions2. It’s important to discuss with the institution that if they want to use EDA, they will need to consider how to handle existing Person Accounts, as they would need to transition to the EDA account model, which does not support Person Accounts directly1.

Einstein PredictionBuilder is a solution that the consultant can recommend to help the Admissions Department determine the likelihood that accepted students will enroll at its school. Einstein Prediction Builder is a feature that allows users to create custom predictions based on their Salesforce data, using artificial intelligence. Einstein Prediction Builder can be used to predict various outcomes, such as churn, retention, conversion, or enrollment. The Admissions Department can use Einstein Prediction Builder to create aprediction field on the Opportunity object that indicates the probability of an accepted student enrolling at the school. Advisor Link Pathways, Tableau Prep Builder, and Einstein Next Best Action are not solutions that can help the Admissions Department determine the likelihood that accepted students will enroll at its school. References:

https://help.salesforce.com/s/articleView?id=sf.einstein_prediction_builder.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/einstein_prediction_builder_basics

The consultant can meet the business requirement by setting View Dashboard As to the dashboard viewer and sharing it with program directors. This will allow the program directors to see the same reports as the Dean, but filtered by their own program, based on the sharing settings. Checking the Let Dashboard Viewers Choose Whom They View the Dashboard As on the Dean’s dashboard, setting View Dashboard As to the Dean and sharing it with program directors, and adding a dashboard filter to the Dean’s dashboard and saving it to All Folders are not options that can meet the business requirement. References:

https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user.htm &type=5

https://help.salesforce.com/s/articleView?id=sf.dashboards_dynamic_filters.htm &type=5

The Admissions Insights dashboard in Salesforce Education Cloud provides a comprehensive view of the admissions process, offering pre-built reports and dashboards that track key metrics such as application status, total number of applications, and comparisons to previous periods. This dashboard allows staff to easily monitor and analyze admissions data without the need to create custom dashboards from scratch, thus maximizing the value of their Education Cloud org and CRM Analytics.

A CRM strategy is a plan that outlines how an organization will use Salesforce to achieve its goals and objectives. A consultant should recommend prioritizing the organization’s initiatives as part of the CRM strategy, as this will help align the Salesforce solution with the most important and urgent needs of the Advancement office, such as fundraising, donor engagement, alumni relations, etc. Prioritizing the initiatives will also help define the scope, timeline, and budget of the project, as well as the key stakeholders, 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.

Student Success Hub is a solution that enables schools to provide holistic support for students and families, especially in remote learning scenarios. It allows schools to create and track interventions, referrals, and services for students based on their needs and goals. 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) and leverages the Program Management Module (PMM) and the Case Management Module (CMM) to deliver a comprehensive student support system. References:

Student Success Hub

Student Success Hub Implementation Guide

Student Success Hub Trailhead Module

TDTM is a framework that allows administrators to customize the behavior of Education Data Architecture (EDA) by defining triggers, classes, and custom settings2. One of the benefits of TDTM is that it controls the order in which operations execute, which can improve performance and avoid conflicts or errors2. For example, TDTM can ensure that account names are updated before affiliations are created, or that contact roles are deleted before opportunities are closed2. References: Salesforce Education Cloud Academy: Consultant Fundamentals, [TDTM Documentation]

Opportunity Funnel report is a report chart that the consultant can implement to help recruitersvisualize the number of prospective students at various stages in the recruitment process. Opportunity Funnel report is a type of report that shows the distribution of Opportunities by stage, amount, or probability. Opportunity Funnel report can be used totrack the progress and performance of the recruitment pipeline, and identify bottlenecks or opportunities for improvement. Application Tabular report, Education History dashboard, and Program Enrollment dashboard are not report charts that can help recruiters visualize the number of prospective students at various stages in the recruitment process. References:

https://help.salesforce.com/s/articleView?id=sf.reports_charts_funnel.htm &type=5

https://trailhead.salesforce.com/en/content/learn/modules/reports_dashboards/reports_dashboards_funnel

Data skew is the likely cause for all of these issues, such as record locking, long search times, and long record save times. Data skew is a condition that occurs when a large number of child records are associated with a single parent record, or when a large number of records are owned by a single user. Data skew can affect performance and functionality, such as locking records, slowing down queries, andincreasing save times. TDTM, insufficient code coverage, and insufficient data storage are not likely causes for all of these issues. References:

https://help.salesforce.com/s/articleView?id=sf.data_skew.htm &type=5

https://developer.salesforce.com/blogs/engineering/2012/04/avoid-account-data-skew-for-peak-performance.html

The consultant should recommend Marketing Cloud as a solution to meet the requirement of consolidating efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram for the institution. Marketing Cloud is a product that allows users to create and manage personalized and targeted marketing campaigns for customers or prospects. Marketing Cloud can helpthe institution consolidate efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram by using features such as Social Studio, Social Listening, or Social Analytics. Campaign Influence, Salesforce Inbox, or Pardot arenot solutions that can meet the requirement of consolidating efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram for the institution. References:

https://www.salesforce.com/products/marketing-cloud/overview/

https://www.salesforce.com/products/marketing-cloud/social-media-marketing/