EDUCATION-CLOUD-CONSULTANT Practice Questions

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

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

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

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

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

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

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

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.

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

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]