A community college would like to use Admissions Connect and automatically admit applicants if they meet certain criteria.
What should the consultant do?
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 large online university uses Salesforce with the Education Data Architecture (EDA) to manage its operations. Its Salesforce environment has a large volume of records and it takes a long time to search and generate list views.
Which feature should the consultant use to resolve the issue?
Where should the consultant go to configure Primary Affiliation fields on the Contact record in the Education Data Architecture (EDA)?
A college is interested in best practice and tips on Salesforce date foverance.
Which resource should the consultant recommend?
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 consultant is setting up Student Success Hub for a university. A Contact record has already been created for a student.
Which two steps should a consultant take to set up a student in Student Success Hub?
Choose 2 answers
The director of advancement at a small college requests report access for a dozen alumni volunteers who will call potential donors. The volunteers will use Customer Community Plus licenses. The consultant has set up a profile for the volunteers.
What should the consultant set up so the volunteers can create and edit reports as external users?
A college is planning an advancement campaign and wants to create a report using Cross Filters that segments business school alumni by Household who work for Fortune 500…
Which report should the consultant create to meet the requirement?
Advisors at a university send follow-up emails to each of then assigned students. The advisors want to use Student Success Hub to enable this process.
Which solution should a consultant implement?
A university plans to use a sandbox for staff training. Since sandbox environments contain personal information, the university needs a solution that will keep sensitive information anonymous.
What should the consultant recommend to ensure that student information remains private?
A business school will implement Salesforce for its MBA recruitment and admissions.
Which role should participate in the Salesforce Center of Excellence?
A Career Services department plans to implement Salesforce. The consultant is preparing for the discovery session will the director and advising staff.
Which question should the consultant ask during the discovery session?
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 consultant needs to migrate information from a university's legacy system and reference the corresponding Education Data Architecture (EDA) objects and fields in Salesforce.
What should the consultant reference to complete this task?
A customer wants to install the Education Data Architecture (EDA) into their existing Salesforce org.
How should the consultant prepare for implementation?
A university plans to implement Salesforce. The project lead is drafting a communication plan and has asked the consultant to provide examples of communications to send after implementation.
Which communication example should a consultant recommend?
A large university integrates over one million student Consult records from its Student Information System (SIS) ................... The university has adopted the Education Data Architecture (EDA) Administrative account ................................................ Records in Salesforce is Integration User.
What should the consultant discuss with the university?
A large university has a Career Service Center that provides career advice to current students and alumni. Staff provide advice ...... the phone, via email and face-to-face. Students and alumni are served on a first come, first served basis and are rarely assigned to a specific advisor.
What should the consultant recommend to meet the requirement?
A university 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?
The Advancement department wants to extend its Salesforce environment to support event management, including registration pages, ticketing, and agenda-building functionality.
Which solution should the consultant recommend?
Career Services wants to import internship information from a spreadsheet into Salesforce. Student contact and educational information is populated from the Student Information System (SIS) to Salesforce. The spreadsheet has a list of interns, their student ID numbers, their email addresses, company phone numbers, company names, and start and end dates.
Which external ID should the consultant recommend to match spreadsheet information with the Salesforce Contact record?
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?
The system admin has asked for training so users can learn basic Salesforce functionality at their own pace and track lesson completion. The IT department budget for paid training is very low.
What should the consultant recommend?
A university has hired a consultant to help it plan the campus's enterprise roadmap for Salesforce. The CIO wants to use a single. Salesforce org across the university and is interested in learning more about the Education Data Architecture (EDA). The university has two existing Salesforce orgs, one uses Person Accounts, and the other org uses a custom data architecture.
What should the consultant do first lo assess the situation?
During the requirements gathering phase, the academic staff stated that students are independent of any Account or Company. The staff requested that the Contact's Account field be blank and hidden on the page layout.
What is the impact of creating a Contact without a parent Account?
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?
Staff in Continuing and Professional Education use Salesforce and Pardot for marketing and management of its certificate programs. Staff occasionally need to view course payment information that they can access in a separate transaction system. The system admin wants Salesforce to contain only CRM data for reports and automation.
Which data management strategy should the consultant recommend for course payment information?
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?
An institution wants to consolidate efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram.
Which solution meets this requirement?
The Student Services department wants a way for students and advisors to picture academic options more clearly and visualize degree requirements.
Which component should the consultant recommend to meet their needs?
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?
The Accessible Education office needs to track accommodations made for students disability and accessibility needs.
How should the consultant design the Salesforce environment to meet the requirement?
The Alumni Association is interested in using Education Cloud to support its operations. The association track alumni interested board networking activities, and manages fundraising.
Which two Education Cloud considerations should the consultant discuss with the Association?
Choose 2 answers.
The Law school's dean, recruitment director, and end users want to implement Salesforce so they can have a central, shared reporting system of engagement for recruitment and admission processes and raise enrollment by 10%. The Law school plans to grow and expand its use of Salesforce to other departments in the future; however, the IT department can only support system integration.
What should the consultant discuss first with the school?
The new director of Admissions plans to use Salesforce for its recruitment and admissions process. The director wants to increase the school's ranking and application yield by 15%. The President's Office and dean are supportive and ready to launch the project.
What should the consultant confirm?
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 consultant is working on an Advisor Link implementation for the undergraduate Advising departments. Advisors must be able to view a student's classes, track milestones, set student meetings, and integrate meetings with their Outlook calendar. The Advising department wants to know which functionality is included with Advisor Link and whether a third-party application is necessary.
Which function may require a third-party app?
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 university plans to implement Advisor Link for approximately 90,000 students. The university needs to populate data from the student information system (SIS) to Salesforce. The data exported from SIS needs to be automatically modified to correspond to values in Salesforce.
Which integration approach should the consultant recommend?
A university's Advancement office plans to implement the Education Data Architecture to manage its alumni, donors, and supporters. The university wants to set up a system default that will automatically create a family record when a Contact record is created by staff members.
Which Default Account Model should the consultant recommend?
An academic advisor is preparing for a meeting with a student. The advisor wants to review the classes associated with the student's course of study to ensure the student is on track for gradual to review the academic options with the using Salesforce.
Which functionality should a consultant recommend?
A university Advancement office wants to track school historical data for tagged outreach and donation opportunities.
Which Education Data Architecture functionality should the consultant recommend?
A CRM committee for a university has asked a consultant about the major release cadence of Salesforce.org and Salesforce.com platform enhancements.
When are Salesforce.org releases?
A university plans to use Salesforce to manage its recruitment and admissions process. A prospective student goes through four maturation stages: Suspects, Prospects, Applicants, and Matriculated. IDs are assigned by the Student Information System (SIS) at the Applicant stage.
Salesforce is the system of record in which two stages?
Choose 2 answers
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
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?
College advisors want assistance proactively identifying student issues as they arise.
Which functionality in Student Success Hub should the consultant recommend?
The advancement team uses Salesforce for its fundraising operations. The team wants a tool to help determine whether they will meet the campaign goal.
Which analytics tool should the consultant recommend?
The IT department is determining its integration needs between a Salesforce implementation, its Student Information System (SIS), and its housing system. All students contact information is sourced in the SIS. Students are required to report on-campus and off-campus housing mailing information into the SIS.
What is the integration direction between the systems?
The VP of Development is preparing to visit the university's top supporters. The VP wants to maximize travel time by prioritizing pledges. that are most likely to close.
Which reporting solution should the consultant recommend?
An Admissions office is interested in Admissions Connect to process student applications.
Which consideration should the consultant advise?
An Admissions office is using Admissions Connect to manage its student application review process. The office needs to make sure applications are unable to be edited after the submission deadline.
Which functionality should the consultant use to meet this requirement?
An Admissions Department is evaluating data analytics tools to help determine the likelihood that accepted students will enroll at its school.
Which solution should the consultant recommend?
Which best practice should a consultant recommend to promote utilization of Salesforce in an Education Cloud deployment?
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?