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NEW QUESTION 1
The Advancement office wants to replace its legacy system with Salesforce and has hired a consultant to help build a CRM strategy.
Which recommendation should the consultant make to meet this requirement?
- A. Implement Nonprofit Success Pack (NPSP).
- B. Start solution design during a discovery session.
- C. Prioritize the organization's initiatives.
Answer: C
Explanation:
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.
NEW QUESTION 2
An institution's Admissions office needs a solution to help recruiters manage their travel, including route planning. The office also wants the ability to identify students' locations so they can be invited to a recruitment event.
Which solution should the consultant recommend to meet these requirements?
- A. Field Service
- B. Salesforce Maps
- C. Territory Management
Answer: B
Explanation:
The consultant should recommend Salesforce Maps as a solution to help recruiters manage their travel, including route planning, and identify students?? locations so they can be invited to a recruitment event for the institution??s Admissions office. Salesforce Maps is a product that allows users to optimize their territories, routes, and schedules based on geographic data and insights. Salesforce Maps can help recruiters manage their travel, including route planning, and identify students?? locations so they can be invited to a recruitment event by using features such as Live Tracking, Route Optimization, Geocoding, or Map Layers. Field Service, Territory Management, or Marketing Cloud are not solutions that can help recruiters manage their travel, including route planning, and identify students?? locations so they can be invited to a recruitment event for the institution??s Admissions office. References:
✑ https://www.salesforce.com/products/maps/overview/
✑ https://trailhead.salesforce.com/en/content/learn/modules/salesforce-maps-basics
NEW QUESTION 3
An Advancement office wants a declaratively configured, public-facing form that creates data in Salesforce.
Which solution should the consultant recommend to meet the requirement?
- A. An app on the AppExchange
- B. Process Builder
- C. Email-to-case
Answer: A
Explanation:
The consultant should recommend an app on the AppExchange to create a declaratively configured, public-facing form that creates data in Salesforce, such as FormAssembly or Formstack, which are web form builders that integrate with Salesforce. Process Builder is a tool that automates business processes based on certain criteria or actions, not a form builder. Email-to-case is a feature that converts emails from customers into cases in Salesforce, not a form builder. References:
✑ https://appexchange.salesforce.com/appxStore?type=Product&keywords=form
✑ https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5
NEW QUESTION 4
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?
- A. Email Studio and Salesforce Inbox
- B. Account Engagement and Salesforce Engage
- C. Account Engagement and Salesforce Inbox
Answer: A
Explanation:
Email Studio is a Salesforce email marketing tool that allows users to create, send, and track personalized email campaigns and mass communications1. Email Studio also provides features such as email scoring, which measures the engagement level of each email recipient based on their actions, such as opening, clicking, or unsubscribing2. Salesforce Inbox is a Salesforce tool that integrates email applications such as Outlook with Salesforce, allowing users to access CRM data and features from their email inbox3. Salesforce Inbox also enables users to send emails from their Outlook account or from Salesforce using branded email templates4.
Account Engagement is a Salesforce tool that provides insights and recommendations for sales reps to engage with their accounts based on AI analysis of email activity, web activity, and CRM data5. However, Account Engagement is not an email marketing tool that can score email activity from campaigns and mass communications. Salesforce Engage is a Salesforce tool that allows users to create personalized email campaigns using Marketing Cloud templates and track the responses in real time6. However, Salesforce Engage does not integrate with Outlook or allow users to send emails from their email inbox.
References:
✑ 1: Email Studio Overview - Salesforce
✑ 2: Email Scoring Basics - Salesforce
✑ 3: Salesforce Inbox Overview - Salesforce
✑ 4: Use Email Templates in Inbox - Salesforce
✑ 5: Account Engagement Overview - Salesforce
✑ 6: Engage Campaigns Overview - Salesforce
NEW QUESTION 5
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?
- A. Gmail Integration
- B. Custom automation
- C. Einstein Activity Capture
- D. Salesforce Inbox
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. References:
✑ https://www.salesforce.com/products/sales-cloud/features/salesforce-inbox/
✑ https://help.salesforce.com/s/articleView?id=sf.inbox_overview.htm&type=5
NEW QUESTION 6
The director of graduate recruitment is interested in Education Cloud. Recruitment staff need to access Opportunity and Campaign Member information about students. The IT director is concerned about cost and suggests using other license types for recruitment users.
What should the consultant discuss with the client?
- A. Unlimited Edition requires a full Salesforce license.
- B. Education Data Architecture requires a Community license.
- C. The business user case requires a Lighting Platform Plus license.
- D. The business user case requires a full Salesforce license.
Answer: D
Explanation:
The consultant should discuss with the client that the business user case requires a full Salesforce license, not other license types. A full 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 license types, 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
NEW QUESTION 7
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 8
A consultant is making changes to compact layouts in the Education Data Architecture (EDA) and wants those changes to persist when a new release is pushed to the Salesforce environment.
Which step should the consultant take to accomplish this?
- A. Clone the EDA Compact Layout.
- B. Edit the Mini Page Layout.
- C. Assign the Mini Page Layout to all users.
Answer: A
Explanation:
The consultant should clone the EDA Compact Layout as a step to accomplish making changes to compact layouts in EDA and having those changes persist when a new release is pushed to the Salesforce environment. A compact layout is a layout that shows key fields of a record in a summary view, such as in a list view or a record highlight panel. Cloning the EDA Compact Layout means creating a copy of the default compact layout provided by EDA and making changes to it, such as adding or removing fields. Cloning the EDA Compact Layout can help the consultant accomplish making changes to compact layouts in EDA and having those changes persist when a new release is pushed to the Salesforce environment by ensuring that the custom compact layout will not be overwritten by EDA updates. Editing the Mini Page Layout, assigning the Mini Page Layout to all users, or creating a custom Record Type are not steps that the consultant should take to accomplish making changes to compact layouts in EDA and having those changes persist when a new release is pushed to the Salesforce environment. References:
✑ https://help.salesforce.com/s/articleView?id=sf.compact_layouts_overview.htm&type=5
✑ https://powerofus.force.com/s/article/EDA-Compact-Layouts
NEW QUESTION 9
A university is interested in the Student Success Hub Tableau Accelerator. Which object should the consultant ensure there is data?
- A. Availability Topic
- B. Appointment attendee
- C. Behavior Incident
Answer: B
Explanation:
The consultant should ensure that there is data in the Appointment attendee object for the Student Success Hub Tableau Accelerator, because it tracks the attendance and outcomes of appointments between students and advisors. The Availability Topic object defines the topics that advisors can offer appointments for, but it does not track appointment data. The Behavior Incident object tracks the incidents and interventions related to student behavior, not appointments. References:
✑ https://help.salesforce.com/s/articleView?id=sf.ssh_tableau_accelerator.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.ssh_appointment_attendee.htm&ty pe=5
✑ https://help.salesforce.com/s/articleView?id=sf.ssh_availability_topic.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.ssh_behavior_incident.htm&type=5
NEW QUESTION 10
A college has a standard Salesforce environment and wants to use Student Success Hub for its undergraduate advising.
What is required to use Student Success Hub?
- A. Education Data Architecture
- B. Customer Community license
- C. Pathways
- D. Field Service
Answer: A
Explanation:
Education Data Architecture (EDA) is required to use Student Success Hub for the college??s undergraduate advising. EDA is a product that provides a flexible and scalable data architecture for higher education institutions to manage their student lifecycle. EDA provides objects and features such as Accounts, Contacts, Relationships, Affiliations, Attributes, or Course Connections. Student Success Hub is a solution that extends EDA to meet the needs of student services and support. Student Success Hub provides features such as Early Alerts, Success Plans, Pathways, and Advising Events. Student Success Hub requires EDA to be installed and configured in the Salesforce environment before installing Student Success Hub. A Customer Community license, Pathways, or Field Service are not required to use Student Success Hub for the college??s undergraduate advising. References:
✑ https://www.salesforce.org/products/education-cloud/overview/
✑ https://www.salesforce.org/products/student-success-hub/overview/
NEW QUESTION 11
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 12
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?
- A. TDTM prevents custom triggers.
- B. TDTM mitigates data skew.
- C. TDTM controls the order in which operations execute.
Answer: C
Explanation:
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]
NEW QUESTION 13
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?
- A. Household
- B. Administrative
- C. Educational Institution
- D. Person
Answer: A
Explanation:
The consultant should recommend Household as the Default Account Model for the university??s Advancement office that plans to implement EDA to manage its alumni, donors, and supporters. Household is an account model that allows users to store information about individuals who are related by family or household relationships, such as spouses or siblings. Household can be used to track various information about an individual or a family unit, such as name, email, phone, address, or total household income. The consultant can help the university set up Household as the Default Account Model in EDA Settings so that a family record will be automatically created when a Contact record is created by staff members. Administrative, Educational Institution, and Person are not account models that can meet the requirement of setting up a system default that will automatically create a family record when a Contact record is created by staff members. References:
✑ https://powerofus.force.com/s/article/EDA-Accounts
✑ https://powerofus.force.com/s/article/EDA-Settings
NEW QUESTION 14
A university wants to use Education Cloud for student Advertising and support services.
After enabling Education Cloud and Student Success, what should the consultant do next to set up the org?
- A. Turn on Care Plans
- B. Enable Academia operations.
- C. Check the permission set licenses.
Answer: C
Explanation:
✑ Enabling Education Cloud and Student Success Hub: Once Education Cloud and Student Success Hub are enabled, the next critical step is ensuring that the correct permission sets and licenses are in place.
✑ Permission Set Licenses: Permission set licenses are crucial as they determine the specific features and functionalities that users can access within Salesforce. Ensuring the right permissions are granted helps in managing data access and user roles effectively.
✑ Configuration Steps:
✑ Assigning Permission Sets:
✑ Validation: Ensure that users have the correct access by logging in as a user and checking if they can see and interact with the necessary components of Education Cloud.
References:
✑ Salesforce Education Cloud Documentation: Salesforce Help: Permission Set Licenses
NEW QUESTION 15
A university using the Education Data Architecture (EDA) finds that some addresses in the system have minor data entry errors that need to be corrected. The university wants to ensure that the system to existing rather than creating new address records.
What should the do to meet this?
- A. Check the Do Not Update before saving the
- B. Enable the EDA Setting for Simple Address Change Treated as Update.
- C. Check the Disable Error Handling setting in EDA System Settings.
- D. Disable Multi-Addresses in EDA Account and Contact Settings.
Answer: B
Explanation:
According to the Salesforce 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
NEW QUESTION 16
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?
- A. Use the Behavior Response object.
- B. Leverage the Attribute object.
- C. Configure a custom object.
- D. Create custom fields on the Contact object.
Answer: B
Explanation:
The consultant should design the Salesforce environment to meet the requirement of tracking accommodations made for students?? disability and accessibility needs by leveraging the Attribute object. The Attribute object is an object in EDA that allows users to store information about a Contact??s characteristics, preferences, or needs, such as language, ethnicity, or disability. The consultant can leverage the Attribute object to track accommodations made for students?? disability and accessibility needs by creating Attribute records for each student and associating them with their Contact records. Using the Behavior Response object, configuring a custom object, or creating custom fields on the Contact object are not ways to design the Salesforce environment to meet the
requirement of tracking accommodations made for students?? disability and accessibility needs. References:
✑ https://powerofus.force.com/s/article/EDA-Attributes
✑ https://powerofus.force.com/s/article/EDA-Attributes-Create
NEW QUESTION 17
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