Question 1

How should a consultant prepare for a successful Education Cloud discovery session with an institution?

Accepted Answer

D

Explanation: 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 can understand 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 Education Cloud 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. Reference: https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/educationcloud-basics-discovery https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_Discovery_Guide.pdf

Question 2

A college is interested in best practice and tips on Salesforce date foverance. Which resource should the consultant recommend?

Accepted Answer

B

Explanation: The Trailblazer Community is a resource that the consultant can recommend for best practices and tips on Salesforce data governance. The Trailblazer Community is an online platform where customers can connect with other Salesforce users, experts, and partners, and share their knowledge and experience. The Trailblazer Community also provides access to groups, events, blogs, webinars, and resources related to various topics, including data governance. The IdeaExchange, the Partner Community, and the AppExchange are not resources that provide best practices and tips on Salesforce data governance. Reference: https://trailblazer.salesforce.com/ https://trailhead.salesforce.com/en/content/learn/modules/trailblazer_community_basics

Question 3

An Admissions office wants to digitize and automate transcript requests. Currently, applicants, must
follow a set of manual steps they could be more user friendly. The Admissions office wants a
declaratively configured, publish facing from that created data in Salesforce.
Which solution should the consultant recommend to meet the requirement?

Accepted Answer

D

Explanation: An app on the AppExchange is a solution that the consultant can recommend to meet the requirement of creating a declaratively configured, public facing form that creates data in Salesforce. An app on the AppExchange is an application that provides additional features and solutions for Salesforce. There are many apps on the AppExchange that offer form building capabilities, such as creating web forms, surveys, or quizzes, and capturing data from them in Salesforce. The consultant can help the Admissions office choose an app that meets their needs and budget. Email-to-case, Process Builder, and Salesforce Files are not solutions that can create a declaratively configured, public facing form that creates data in Salesforce. Reference: https://appexchange.salesforce.com/appxStore?type=App&keyword=form%20builder https://trailhead.salesforce.com/en/content/learn/modules/appexchange_basics

Question 4

Recruiters at an institution are evaluating tools to enhance their email. They want to see when a
student has opened an email or clicked on a link. Recruiters also want to insert time slots directly
from their calendar into an email and allow students to choose the meeting time.
Which solution should the consultant recommend?

Accepted Answer

D

Explanation: Salesforce Inbox is a solution that the consultant can recommend to enhance the email functionality for recruiters. Salesforce Inbox allows recruiters to see when a student has opened an email or clicked on a link, using email tracking features. Salesforce Inbox also allows recruiters to insert time slots directly from their calendar into an email and allow students to choose the meeting time, using meeting scheduling features. Gmail Integration, custom automation, and Einstein Activity Capture are not solutions that can provide the email functionality that recruiters want. Reference: https://www.salesforce.com/products/sales-cloud/features/salesforce-inbox/ https://help.salesforce.com/s/articleView?id=sf.inbox_overview.htm&type=5

Question 5

A university is interested in the Student Success Hub Tableau Accelerator. Which object should the consultant recommend to ensure there is data?

Accepted Answer

B

Explanation: The Appointment Attendee object 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. The Behavior 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. Reference: 1: EDA Object Reference - Salesforce3 2: Analyze Student Success Data with the Tableau Accelerator - Salesforce4

Question 6

The Marketing department at a college emails former students twice a year informing them of
upcoming fundraising events. The department is concern about the number of bounced emails it
receives.
Which solution should the Marketing team consider that will enable former students to update their
email address?

Accepted Answer

B

Explanation: 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 a branded 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. Reference: https://www.salesforce.com/products/experience-cloud/overview/ https://trailhead.salesforce.com/en/content/learn/modules/community_rollout_impl/community_r ollout_impl_basics

Question 7

The university advancement team wants the ability to track students’ prior and current connections
to other schools.
Which two object should the consultant evaluate to connect students to other educational
institutions?

Accepted Answer

A

Explanation: The consultant should evaluate the Education History and Affiliations objects to connect students to other educational institutions. Education History tracks the previous or current education of a Contact, such as the school name, degree, and graduation date. Affiliations track the relationship between a Contact and an Account, such as a student and a school. Relationship is an object that tracks the personal or professional connection between two Contacts, not between a Contact and an Account. Program Plan is an object that defines the requirements for completing an academic program, not the connection to a school. Reference: https://help.salesforce.com/s/articleView?id=sf.ssh_education_history.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.ssh_affiliation.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.ssh_relationship.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.ssh_program_plan.htm&type=5

Question 8

A consultant is working with a customer who already uses Salesforce and wants to install the
Education Data Architecture (EDA). The consultant has confirmed that EDA can work in the
customer's existing environment.
Which location should the consultant visit to install EDA in the existing environment?

Accepted Answer

C

Explanation: The Salesforce AppExchange is the location that the consultant should visit to install EDA in the existing environment. The Salesforce AppExchange is an online marketplace where customers can find, try, and install apps, components, and packages that extend the functionality of Salesforce. EDA is listed as a free app for education customers on the Salesforce AppExchange. The consultant can use the EDA installer page, which is a web-based tool that allows the consultant to log in to the desired org, validate the pre-install requirements, and install EDA with a few clicks. The EDA installer page can be accessed from the Salesforce AppExchange or from the direct link2.

Question 9

Staff need to track which requirements must be met for a student application. Which Education Cloud objects should be used?

Accepted 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. Reference: 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_item.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.admissions_connect_application_material_mapping .htm&type=5

Question 10

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?

Accepted Answer

C

Explanation: To enable external users to create and edit reports, the consultant should grant them the necessary permissions on their profile. The Create and Customize Reports permission allows users to create new reports and edit existing ones. The Report Builder permission allows users to use the report builder tool to design reports. The Edit My Reports permission allows users to edit reports that they own or have access to. The consultant should enable these permissions on the Volunteers profile to meet the requirement of the director of advancement. Reference: [Salesforce Education Cloud Academy: Consultant Fundamentals], [Report Permissions for External Users]

Question 11

University Investment Services (UIS) is an internal department that manages the university
endowment through financial investments. It operates independently of the university and only
works with investment companies and financial institutions. UIS is interested in a CRM that will track
investment companies, its company Contacts. Leads, Opportunities, and Activities.
Which solution should the consultant recommend?

Accepted Answer

C

Explanation: 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. Reference: 1: Financial Services Cloud Overview - Salesforce8 2: Financial Services Cloud Data Model - Salesforce 3: Financial Services Cloud User Guide - Salesforce 4: Einstein for Financial Services Cloud - Salesforce 5: Financial Services Cloud Integration Guide - Salesforce 6: Sales Cloud Overview - Salesforce 7: Education Data Architecture Overview - Salesforce

Question 12

University Investment Services (UIS) is an internal department that manages the university
endowment through financial investments. It operates independently of the university and only
works with investment companies and financial institutions. UIS is interested in a CRM that will track
investment companies, and its company Contacts, Leads, Opportunities, and Activities.
Which solution should the consultant recommend?

Accepted Answer

A

Explanation: Sales Cloud is a CRM solution that helps sales teams manage their sales processes, from lead generation to closing deals. Sales Cloud can track investment companies and their contacts, leads, opportunities, and activities, as well as provide reports and dashboards to monitor performance and revenue. Sales Cloud can also integrate with other Salesforce products, such as Marketing Cloud and Service Cloud, to create a unified customer experience. Sales Cloud is suitable for UIS because it operates independently of the university and does not need the specific features of Education Cloud or Financial Services Cloud, which are designed for higher education institutions and financial services providers, respectively. Heroku is a cloud platform that allows developers to build, run, and scale applications, but it is not a CRM solution by itself. Reference: [Sales Cloud Overview], [Sales Cloud Features], [Sales Cloud Pricing]

Question 13

A university plans to use Salesforce for its recruitment and admissions process and needs to integrate it with the Student Information System (SIS). Which step should the consultant take initially?

Accepted Answer

B

Explanation: The initial step that the consultant should take when planning to integrate Salesforce with the Student Information System (SIS) is B. Define the process1. This means that the consultant should identify the business requirements, use cases, and scenarios that the integration should support, such as data synchronization, data transformation, data validation, error handling, etc. The consultant should also determine the scope, frequency, direction, and volume of the data exchange, as well as the security and performance considerations2. A . Disable Trigger Handler records and C. Use the Data Import Wizard are not valid steps for the initial integration planning. Disabling Trigger Handler records is a step that may be required when installing the Education Data Architecture (EDA) package in an existing Salesforce org, as it can prevent conflicts with existing triggers and workflows3. However, this is not related to the integration with the SIS. Using the Data Import Wizard is a tool that can be used to import data from external sources into Salesforce, such as accounts, contacts, leads, etc4. However, this is not a step for the initial integration planning, but rather a possible option for the data migration or loading.

Question 14

The director of advising wants to better understand why students are meeting with their advisors. Which Advisor Link Feature should the consultant include in a report?

Accepted Answer

C

Explanation: Appointment Topic is an Advisor Link feature that the consultant should include in a report to better understand why students are meeting with their advisors. Appointment Topic is a field on the Appointment object that indicates the reason or subject of the meeting. Success Plan Type, Alert Reason, and Case Status are not Advisor Link features that show why students are meeting with their advisors. Reference: https://help.salesforce.com/s/articleView?id=sf.eda_appointment_topic.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.eda_advisor_link_reports.htm&type=5

Question 15

Which best practice should a consultant recommend to promote utilization of Salesforce in an Education Cloud deployment?

Accepted Answer

A

Explanation: 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. Reference: Education Cloud Basics - Unit 5: Drive Adoption and Measure Success Salesforce Help: Chatter Overview

Free Education-Cloud-Consultant Actual Exam Questions