A Review Of Approved Education-Cloud-Consultant Training Materials

NEW QUESTION 1
The director of finance needs a solution that aligns pledges and donations captured in Salesforce with Gift Entry Manager (GEM) with the institution's finance system.
Which solution should the consultant recommend to meet the requirement?

• A. Use the Bulk API.
• B. Use Salesforce Connect.
• C. Install Accounting Subledger.
• D. Install Outbound Fund Module.

Answer: C

Explanation:
Accounting Subledger is a solution that the consultant can recommend to align pledges and donations captured in Salesforce with GEM with the institution??s finance system. Accounting Subledger allows the institution to create accounting-ready data from Salesforce and export it to their finance system. Accounting Subledger also provides reports and dashboards that show the reconciliation status and discrepancies between Salesforce and the finance system. Using the Bulk API, using Salesforce Connect, and installing Outbound Fund Module are not solutions that can align pledges and donations captured in Salesforce with GEM with the institution??s finance system. References:
✑ https://www.salesforce.org/nonprofit/accounting-subledger/
✑ https://www.salesforce.org/wp-content/uploads/2020/08/Accounting-Subledger- Data-Sheet.pdf

NEW QUESTION 2
An institution??s office of Career service wants to solution that allows student to schedule appointments with nay available counselor directly from a portal.
On which object is the availability configured?

• A. Goal Definition
• B. Benefit schedule
• C. Case

Answer: B

Explanation:
✑ Configuring Availability for Appointments:
✑ Setting Up Benefit Schedule:
✑ Integration with Portals:
✑ Training and Adoption: References:
✑ Salesforce Education Cloud Documentation: Benefit Schedule

NEW QUESTION 3
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. Academic program
• B. pathways
• C. Affiliation

Answer: B

Explanation:
The consultant should recommend Pathways for the academic advisor to review the classes associated with the student??s course of study and ensure the student is on track for graduation. Pathways allow advisors to create and monitor academic plans for students based on their program requirements and course offerings. Academic Program is an object that defines the program of study that a student is enrolled in, but it does not show the classes or progress. Affiliation is an object that tracks the relationship between a Contact and an Account, such as a student and a school, but it does not show the classes or progress. References:
✑ https://help.salesforce.com/s/articleView?id=sf.ssh_pathways.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.ssh_academic_program.htm&type= 5
✑ https://help.salesforce.com/s/articleView?id=sf.ssh_affiliation.htm&type=5

NEW QUESTION 4
A college is interested in a Salesforce.org Open Source Common project they read about on the Power of Us Hub. The college wants to know the benefits of an open source solution supported by the Open Source Commons.
What is one benefit of Open Source Common Projects the consultant can share with the college?
Choose 1 answer.

• A. Projects are owned solely by Salesforce.org.
• B. Projects focus on replacing paid solutions.
• C. Projects go through a Salesforce Security review.
• D. Projects allow only a few participants.

Answer: C

Explanation:
One benefit of Open Source Common Projects that the consultant can share with the college is that projects go through a Salesforce Security review. This means that the projects are evaluated and approved by Salesforce for their security standards and best practices. This ensures that the projects are safe and reliable for customers to use. Projects are not owned solely by Salesforce.org, but rather by the community. Projects do not focus on replacing paid solutions, but rather on enhancing existing solutions or addressing gaps. Projects do not allow only a few participants, but rather welcome anyone who wants to contribute. References:
✑ https://www.salesforce.org/open-source-commons/
✑ https://www.salesforce.org/blog/announcing-open-source-commons/

NEW QUESTION 5
A university is planning an enterprise wide implementation of the Education Data Architecture (EDA). It has asked the consultant do an analysis of standard functionality in EDA to identify additional apps it may need to purchase.
What is a standard feature of EDA?

• A. Student Advising
• B. Event Management
• C. Degree Auditing
• D. Address Management

Answer: D

Explanation:
Address Management is a standard feature of EDA that the consultant can mention as part of the analysis of standard functionality in EDA. Address Management is a feature that allows the consultant to store multiple addresses for a Contact or an Account, and specify which address is current, seasonal, or preferred. Address Management also provides reports and dashboards that show address verification status and address changes. Student Advising, Event Management, and Degree Auditing are not standard features of EDA, but rather additional solutions or apps that may need to be purchased. References:
✑ https://powerofus.force.com/s/article/EDA-Addresses
✑ https://powerofus.force.com/s/article/EDA-Data-Dictionary

NEW QUESTION 6
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?

• A. Leadership sponsorship
• B. Business objectives
• C. Metric identification
• D. Capacity to administer

Answer: D

Explanation:
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 should also 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

NEW QUESTION 7
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

Answer: B

Explanation:
The consultant should use the Document Checklist Item object to track which requirements must be met for a student application. Document Checklist Item records are related to Application records and define the type, status, and source of the required documents. Action Plans are used to track tasks or actions related to an application or enrollment process, not document requirements. Application Material Mapping is used to map application documents to application requirements, not to track them. References:
✑ https://help.salesforce.com/s/articleView?id=sf.admissions_connect_document_checklist_item.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.admissions_connect_action_plan_it em.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.admissions_connect_application_material_mapping.htm&type=5

NEW QUESTION 8
A university completed its first implementation of Salesforce. The university wants to deliver additional functionality in smaller units through an iterative process. New functions will be enhanced and refined based on feedback.
Which approach should the consultant recommend?

• A. Agile
• B. Work Breakdown Structure
• C. Waterfall

Answer: A

Explanation:
The consultant should recommend Agile as an approach to deliver additional functionality in smaller units through an iterative process for the university that completed its first implementation of Salesforce. Agile is a project management methodology that focuses on delivering value to customers in short and frequent iterations, incorporating feedback and changes along the way. Agile can help the university deliver additional functionality in smaller units through an iterative process by using features such as user stories, sprints, or scrum meetings. Work Breakdown Structure and Waterfall are not approaches that can deliver additional functionality in smaller units through an iterative process for the university that completed its first implementation of Salesforce. References:
✑ https://trailhead.salesforce.com/en/content/learn/modules/agile-basics
✑ https://www.salesforce.org/wp- content/uploads/2019/03/Education_Cloud_COE_Guide.pdf

NEW QUESTION 9
The Registrar's office has limited staff and is interested in a real-time automated Salesforce messaging solution that can address common student questions on deadlines and requirements, and provide links to resources.
Which two options should the consultant recommend to meet the requirement? Choose 2 answers.

• A. Knowledge
• B. Queues
• C. Bots
• D. Live Chat

Answer: CD

Explanation:
Bots and Live Chat are two options that the consultant can recommend to meet the requirement of providing real-time automated Salesforce messaging solution that can address common student questions on deadlines and requirements, and provide links to resources. Bots are automated agents that can interact with customers via text or voice, and provide answers, guidance, or actions based on predefined rules or artificial intelligence. Live Chat is a feature that allows users to chat with customers or prospects in real time from a website or an app, and provide support or information. Bots and Live Chat can be used together to create a seamless customer service experience, where bots can handle simple inquiries and escalate complex cases to live agents. Knowledge and Queues are not options that can provide real-time automated Salesforce messaging solution. References:
✑ https://www.salesforce.com/products/service-cloud/features/bots/
✑ https://www.salesforce.com/products/service-cloud/features/live-chat-software/
✑ https://trailhead.salesforce.com/en/content/learn/modules/service_bots_basics

NEW QUESTION 10
A college wants to create a resource for its Center of Excellence (CoE) where users can vote on suggestions and ...............................
What should a consultant create to meet the requirement?

• A. Public Group
• B. Success Team
• C. Chatter group
• D. Queue

Answer: C

Explanation:
A Chatter group is what the consultant should create to meet the requirement of creating a resource for the CoE where users can vote on suggestions and collaborate with each other. A Chatter group is a feature that allows users to share ideas, files, polls, and events with a specific set of people. Users can also like and comment on posts, and follow topics and people in a Chatter group. A Public Group, a Success Team, and a Queue are not features that can create a resource for the CoE where users can vote on suggestions and collaborate with each other. References:
✑ https://help.salesforce.com/s/articleView?id=sf.collab_groups_overview.htm&type=5
✑ https://trailhead.salesforce.com/en/content/learn/modules/chatter_basics/chatter_b asics_groups

NEW QUESTION 11
Which metric should the consultant recommend to determine whether the Implementation project is successful?

• A. Volume of emails to the office
• B. Percentage of staff logins each month
• C. Number of student phone inquiries

Answer: B

Explanation:
✑ Measuring Implementation Success:
✑ Why Percentage of Staff Logins:
✑ How to Track:
✑ Steps to Implement:
References:
✑ Salesforce Documentation: User Login History
✑ Salesforce Help: Creating Reports and Dashboards

NEW QUESTION 12
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. Lightning Connect
• B. Salesforce Data Import Wizard
• C. ETL tool
• D. Salesforce Data Loader

Answer: C

Explanation:
An ETL tool is an integration approach that the consultant should recommend to populate data from the SIS to Salesforce, and automatically modify the data to correspond to values in Salesforce. An ETL tool is a software application that can extract, transform, and load data from one system to another. An ETL tool can perform data transformations such as mapping, filtering, sorting, and aggregating, to ensure that the data from the SIS matches the values in Salesforce. Lightning Connect, Salesforce Data Import Wizard, and Salesforce Data Loader are not integration approaches that can automatically modify the data to correspond to values in Salesforce. References:
✑ https://developer.salesforce.com/docs/atlas.en-us.integration_patterns_and_practices.meta/integration_patterns_and_practices/in teg_pat_what_is_etl.htm
✑ https://trailhead.salesforce.com/en/content/learn/modules/data-integration-strategies

NEW QUESTION 13
The Advancements Office wants Salesforce to automatically create a supporters' score based on their donation amount, giving capacity, giving history, and relationship type to the university.
Which Salesforce solution should the consultant recommend?

• A. Tableau CRM
• B. Nonprofit Success Pack
• C. Einstein Prediction Builder
• D. Insights Platform Data Integrity

Answer: C

Explanation:
Einstein Prediction Builder is a Salesforce solution that the consultant can recommend to automatically create a supporters?? score based on their donation amount, giving capacity, giving history, and relationship type to the university. Einstein Prediction Builder allows the consultant to create custom predictive models without code, using fields from any object as inputs and outputs. Tableau CRM, Nonprofit Success Pack, and Insights Platform Data Integrity are not Salesforce solutions that can create a supporters?? score based on the given criteria. References:
✑ https://help.salesforce.com/s/articleView?id=sf.bi_prediction_builder_overview.htm&type=5
✑ https://trailhead.salesforce.com/en/content/learn/modules/prediction_builder_basic s

NEW QUESTION 14
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 gathers information and requirements from the customer and stakeholders through interviews, surveys, or observations.
✑ Document Current State: This is the second step where the consultant analyzes and documents the current processes and systems that the customer uses and identifies gaps and opportunities for improvement.
✑ Generate Solution Design: This is the third step where the consultant creates and presents a solution design document that outlines how Salesforce will meet the customer??s requirements and expectations, and defines the scope, timeline, and budget of the project.
✑ Write Test Scripts & Plans: This is the fourth step where the consultant writes test scripts and plans that describe how to test the functionality and usability of the solution in different scenarios and conditions, and defines the success criteria and exit criteria for testing.
✑ Build Solution & Test: This is the fifth step where the consultant builds the solution in a sandbox environment using declarative or programmatic tools, and tests the solution using the test scripts and plans to ensure quality and accuracy.
✑ Deploy: This is the sixth and final step where the consultant deploys the solution into the production environment using change sets or other deployment tools, and provides 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 correct orders of operations to ensure customer success in an Education Cloud implementation. References:
✑ https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf
✑ https://trailhead.salesforce.com/en/content/learn/modules/project-management- basics

NEW QUESTION 15
The Executive Education department plans to use the Education Data Architecture (EDA) for prospective and current students. The system admin wants to map prospects and students?? employers to the standard Account field in Salesforce.
Which action should the consultant recommend instead?

• A. Populate the employer Affiliation record in the Primary Business Organization field.
• B. Select Administrative as the Default Account Model in EDA Settings.
• C. Select Organization as the Default Account Model in EDA Settings.

Answer: A

Explanation:
The action that the consultant should recommend instead of mapping prospects and students?? employers to the standard Account field in Salesforce is A. Populate the employer Affiliation record in the Primary Business Organization field1. This is because EDA uses a different account model than the standard Salesforce account model, which allows for more flexibility and scalability in capturing the complex relationships and affiliations that exist in the education sector2.
In EDA, an Account can represent different types of entities, such as an individual person, a household, an educational institution, an organization, or a course offering. Each Account can have a record type that defines its attributes and behavior. EDA also provides two custom objects, Relationship and Affiliation, that allow for creating connections between Accounts and Contacts. A Relationship is a connection between two Contacts, such as a parent-child or a mentor-mentee relationship. An Affiliation is a connection between a Contact and an Account, such as a student??s enrollment in a course offering, or an employee??s association with an organization2.
By using the Affiliation object, the system admin can link prospects and students to their employers, which are represented by Accounts with the Organization record type. The system admin can also specify which Affiliation is the primary one for each Contact, by populating the Primary Business Organization field on the Contact record. This field is a lookup to the Affiliation object, and it allows for displaying the employer??s name and other information on the Contact page layout. By using this approach, the system admin can avoid creating duplicate or unnecessary Accounts, and can leverage the EDA data model to capture the full network of prospects and students1.
* B. Select Administrative as the Default Account Model in EDA Settings and C. Select Organization as the Default Account Model in EDA Settings are not valid actions for this scenario. The Default Account Model in EDA Settings is a setting that determines how EDA creates Accounts for new Contacts that are created in Salesforce. The Administrative Account Model creates one Account per Contact, and assigns the same name to both records. The Household Account Model creates one Account per household, and assigns a household name to the Account. The Organization Account Model creates one Account per organization, and assigns an organization name to the Account. However, these settings do not affect how EDA maps prospects and students?? employers to the standard Account field in Salesforce, as they only apply to new Contacts and Accounts that are created in EDA3.

NEW QUESTION 16
A university's strategic goal is to improve its MBA program rankings. A data point that influences the MBA program ranking is acceptance percentage. The school has asked a consultant to help it reach the goal, and increase prospective student engagement across multiple channels.
What should the consultant recommend?

• A. Leverage Advisor Link to advise them on the application yield.
• B. Use Education Cloud to replicate the current systems and processes.
• C. Implement Marketing Cloud to manage recruitment campaigns.
• D. Implement Pardot Lead Scoring to find well qualified students.

Answer: C

Explanation:
The consultant should recommend implementing Marketing Cloud to manage recruitment campaigns, because this can help the university reach its goal of improving its MBA program rankings and increasing prospective student engagement across multiple channels. Marketing Cloud allows the university to create personalized and targeted email, social media, mobile, and web campaigns for prospective students. Marketing Cloud also provides analytics and insights that can help the university optimize its campaigns and measure its acceptance percentage. Leveraging Advisor Link, using Education Cloud, and implementing Pardot Lead Scoring are not solutions that can help the university reach its goal. References:
✑ https://www.salesforce.com/products/marketing-cloud/overview/
✑ https://www.salesforce.org/education/education-cloud-for-recruitment-and- admissions/

NEW QUESTION 17
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 using it to track elementary students and their parents. K-12 Architecture Kit is a product that provides a flexible and scalable data architecture for K-12 schools to manage their student lifecycle. K-12 Architecture Kit is built on Nonprofit Success Pack, which is a product that provides a data architecture for nonprofit organizations to manage their constituents and donors. K-12 Architecture Kit extends Nonprofit Success Pack by adding objects and features such as Contacts, Accounts, Relationships, Affiliations, Attendance Events, or Behavior Responses. 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 using it to track elementary students and their parents by explaining the benefits and challenges 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 on Admissions Connect are not considerations about K-12 Architecture Kit that the consultant should discuss with the school when using it to track elementary students and their parents. References:
✑ https://www.salesforce.org/products/k-12-architecture-kit/overview/
✑ https://powerofus.force.com/s/article/K12-Architecture-Kit

NEW QUESTION 18
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?

• A. Email address
• B. Student number
• C. Company name
• D. Company phone

Answer: B

Explanation:
The student number is the external ID that the consultant should recommend to match spreadsheet information with the Salesforce Contact record. The external ID is a field that uniquely identifies a record and can be used to match records from different data sources. The student number is a unique identifier for each student that can be used to match the spreadsheet information with the Contact record in Salesforce. The email address, company name, and company phone are not unique identifiers for each student and cannot be used as external IDs. References:
✑ https://help.salesforce.com/s/articleView?id=sf.data_loader_match_record.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.customize_externalid.htm&type=5

NEW QUESTION 19
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