Free Practice Questions for Salesforce Education-Cloud-Consultant Exam

The first thing that the consultant should do to assess the situation is to document solution requirements from the groups involved. This will help the consultant understand the current state, pain points, goals, and needs of each group that uses or will use Salesforce, and how they relate to each other. This will also help the consultant determine whether EDA is a suitable solution for all groups, or whether some customization or integrationis needed. Submitting a Salesforce Support case to merge orgs, installing EDA into one of the production environments, and creating a new Salesforce org using EDA as the foundation are not good first steps, because they do not involve gathering requirements from the stakeholders, and they may cause data loss or disruption. References:

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

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

QUESTIONNO: 4

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. Approximately two weeks after Salesforce.com releases

B. Approximately one month before Salesforce.com releases

C. Approximately two weeks before Salesforce.com releases

D. Approximately one month after Safesforce.com releases

Answer: A

Salesforce.org releases are approximately two weeks after Salesforce.com releases.This means that Salesforce.org customers can benefit from both platform enhancements and industry-specific solutions in a timely manner. The other options are incorrect because they do not reflect the actual release cadence of Salesforce.org. References:

https://powerofus.force.com/s/article/SFDO-Release-Schedule

https://www.salesforce.org/blog/salesforce-org-release-schedule/

The consultant should advise that projects use CumulusCI for continuous integration and deployment, which is a tool that automates the development and release process of Salesforce applications. Projects are not required to have at least one Salesforce staff person on the project team, although they may have some Salesforce employees as contributors or advisors. Projects do not have to be compatible with the Education Data Architecture (EDA), although some projects may use EDA as a foundation or extension. References:

https://trailhead.salesforce.com/en/content/learn/modules/open-source-commons/open-source-projects

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

Understanding Licensing Requirements:

Full-time recruitment staff need access to Opportunity and Campaign Member objects, which are part of core Salesforce functionalities.

Salesforce Platform licenses have limitations on access to certainstandard objects such as Opportunities and Campaigns, which are essential for the recruitment use case.

Business Use Case for Full Salesforce License:

Opportunity Management: Recruitment staff need to manage opportunities related to student admissions andengagement.

Campaign Management: Access to Campaign Members allows recruitment staff to track and manage student participation in various recruitment campaigns.

Advanced CRM Functionalities: Full Salesforce licenses provide access to all Salesforce CRM capabilities, which are necessary for comprehensive recruitment operations.

Cost Considerations:

While full Salesforce licenses are more expensive than platform licenses, they provide the necessary functionality without limitations.

Discuss potential volume discounts or bundling options with Salesforce to mitigate costs.

Implementation Steps:

License Assignment: Ensure that full Salesforce licenses are assigned to recruitment staff.

Training: Provide training to recruitment staff on how to effectively useOpportunities and Campaign Members.

Customization: Customize Salesforce to meet specific recruitment needs, leveraging Opportunities and Campaign functionalities.

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 integration direction that the consultant should recommend for Career Services is C. Two-way integrationbetween the event system and Salesforce1. This is because a two-way integration can allow for bi-directional data exchange and synchronization between the event system and Salesforce, which can enable Career Services to match student data in Salesforce with event attendance, career interest, and credit completion toward an academic major. A two-way integration can also help Career Services to segment and target students based on their engagement and preferences, and to measure the effectiveness and impact of their events and campaigns2.

The consultant should use a custom index to resolve the issue oftaking a long time to search and generate list views for the large online university’s Salesforce environment that has a large volume of records and uses EDA. A custom index is a feature that allows users to create an index on a field that is not indexed by default, such as a custom field, a long text area field, or a multi-select picklist field. A custom index can help improve the performance and speed of queries and list views that use the indexed field as a filter. The consultant should identify the fields that are frequently used in searches and list views, and request Salesforce Support to create a custom index on them. MuleSoft Anypoint Platform, Data Loader error logs, and Table-Driven Trigger Management are not features that can resolve the issue oftaking a long time to search and generate list views for the large online university’s Salesforce environment that has a large volume of records and uses EDA. References:

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

https://developer.salesforce.com/docs/atlas.en-us.salesforce_large_data_volumes_bp.meta/salesforce_large_data_volumes_bp/ldv_deployments_infrastructure_indexes.htm

Program Management in Salesforce Education Cloud is designed to track and manage various programs offered by educational institutions, including assistance programs like school lunch programs. This feature allows schools to track which students are enrolled in specific programs, manage program details, and report on program outcomes. Program Management provides a centralized way to handle various types of assistance and ensures that the school can efficiently manage and monitor the support provided to students.

Centralizing Recruitment Efforts: Service Cloud provides a robust platform for managing and automating recruitmentprocesses, including case management, communication tracking, and applicant management.

Digital Engagement: The Digital Engagement add-on for Service Cloud enables institutions to engage with students through various social channels, including WhatsApp, SMS, and more.

Solution Set Benefits:

Service Cloud: Offers tools for managing and automating recruitment processes, tracking applicant progress, and maintaining communication logs.

Digital Engagement: Facilitates multi-channel communication, allowing recruitment teams to interact with students on their preferred platforms like WhatsApp.

Implementation Steps:

Enable Service Cloud: Ensure Service Cloud is enabled in the org.

Set Up Digital Engagement:

Navigate toSetupand enableDigital Engagement.

Configurechannels such as WhatsApp, SMS, etc., by following the setup wizards and integrating them with the existing Service Cloud setup.

Customize to Fit Recruitment Needs: Tailor the solution to meet specific recruitment workflows and requirements.

Training andAdoption: Provide training to the recruitment team on how to use the new tools and monitor adoption to ensure they leverage the system effectively.

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 anAccount, 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

Einstein Opportunity Scoring is a reporting solution that the consultant can recommend to help the VP of Development prioritize pledges that are most likely to close. Einstein Opportunity Scoring is a feature that uses artificial intelligence to analyze historical data and assign a score to each Opportunity, indicatinghow likely it is to be won. Einstein Opportunity Scoring also provides insights and explanations for the score, such as key factors and trends. The VP of Development can use Einstein Opportunity Scoring to sort and filter Opportunities by their score andfocus on the ones with the highest probability of closing. Salesforce Maps, Opportunity Funnel Report, and Einstein Forecasting are not reporting solutions that can help the VP of Development prioritize pledges that are most likely to close. References:

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

https://trailhead.salesforce.com/en/content/learn/modules/einstein_sales/einstein_sales_opportunity_scoring