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A private school's advancement office is looking for a fundraising solution that will creategiving pages, process online donations and easily integrate with Salesforce.Which solution should the consultant recommend?
A. Pathways B. Experience Cloud C. Elevate D. Accounting Subledger
Answer: C
Explanation: Elevate is a suite of products that helps nonprofits and educational
institutions with online fundraising, payment processing, and accounting reconciliation.
Elevate includes Giving Pages, Payment Services, and Accounting Subledger. Giving
Pages allows organizations to create branded, mobile-friendly donation forms that can be
embedded on websites or shared through email and social media. Payment Services
enables secure and flexible payment processing for online donations, recurring gifts, and
pledges. Accounting Subledger simplifies the process of reconciling donations and
payments with the general ledger, and supports multiple currencies and tax
regulations. References:
Salesforce.org Elevate Overview
Salesforce.org Elevate Data Sheet
Prepare for Your Salesforce Education Cloud Consultant Credential
Question # 2
Career Services uses a separate event management system for its employment events’attendance and registration, and MarketingCloud to promote the event. It wants to integrate student data in Salesforce to identifyengaged prospects by matching them with event attendance, career interest, and creditcompletion toward an academic major.Which integration direction should the consultant recommend?
A. Two-way integration between the event system and Marketing Cloud B. One-way integration between Marketing Cloud and the event system C. Two-way integration between the event system and Salesforce
Answer: C
Explanation: The integration direction that the consultant should recommend for Career
Services is C. Two-way integration between 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 Undergraduate Admissions office needs to track new students and their current courseof study.Which Education Data Architecture (EDA) object should the consultant use to meet therequirement?
A. Program Enrollment B. Education History C. Contact Role
Answer: A
Explanation: Program Enrollment is an EDA object that tracks the enrollment of a student
in a specific program or course of study. It can store information such as the program
name, start and end dates, status, and credits earned. The consultant should use this
object to meet the requirement of tracking new students and their current course of study
for the Undergraduate Admissions office. References: [Salesforce Education Cloud
Academy: Consultant Fundamentals], [EDA Data Model]
Question # 4
A consultant is working with a university that uses Salesforce and wants to install theEducation Data Architecture (EDA) in that environment.What does the consultant need to do after installing EDA to ensure it is set up correctly?
A. Assign EDA layouts to the Cases object. B. Assign EDA access to a cloned System Admin profile. C. Make the EDA record types available to profiles. D. Create and assign roles to all users who have access to EDA.
Answer: C
Explanation: After installing EDA, the consultant needs to make the EDA record types
available to profiles that need to access them. This is because EDA comes with several
custom record types for standard objects, such as Account, Contact, Course, and Program Enrollment. These record types enable different views and fields for different types of
records, such as Household, Student, Faculty, Course Offering, and Program Enrollment.
By default, these record types are not assigned to any profiles, so the consultant needs to
manually assign them to the appropriate profiles based on the business requirements and
user roles of the university. This will ensure that the users can see and use the EDA record
types and fields correctly and efficiently. References: Education Data Architecture
Basics, Assign Record Types to Profiles
Question # 5
An elementary school plans to implement the K-12 Architecture Kit in a new org. Theschool wants to be able to send SMS messages to parents.Which solution should the consultant recommend to meet the requirement?
A. Marketing Cloud B. App on the AppExchange C. Education Data Architecture
Answer: B
Explanation:
The K-12 Architecture Kit does not have a native feature to send SMS messages to
parents. However, there are several apps on the AppExchange that can provide this
functionality, such as Mogli SMS1, SMS Magic, or Twilio for Salesforce. These apps can
integrate with Salesforce and allow users to send and receive SMS messages from within
the platform. The consultant should recommend the school to explore the available apps on
the AppExchange and choose the one that best suits their needs and budget.
Marketing Cloud is a Salesforce solution that provides digital marketing tools, such as
email, mobile, social, and web. Marketing Cloud can also send SMS messages to contacts,
but it is a more complex and expensive solution than an app on the AppExchange.
Marketing Cloud may not be necessary for the school’s requirement of sending simple
SMS messages to parents. Education Data Architecture (EDA) is a Salesforce solution that
provides a flexible data architecture for educational institutions. EDA does not have a
native feature to send SMS messages either.
References:
1: 7 obstacles & text messaging solutions for K-12 school … - Mogli1
: SMS-Magic Converse Text Messaging - AppExchange
: Twilio for Salesforce - AppExchange
: Marketing Cloud Overview - Salesforce
: Education Data Architecture Overview - Salesforce
Question # 6
The Advancement office wants to replace its legacy system with Salesforce and has hireda 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.
Question # 7
The Alumni Relations department wants to track alumni and its chapter memberships. Thedepartment wants to easily see thePrimary Chapter on the Contact record. The system admin prefers to use the standardfeatures that are available with Education DataArchitecture (EDA).Which step should the consultant take to meet this requirement?
A. Create an Affiliation mapping to the Primary Chapter field in EDA Settings. B. Create an Affiliation record type for Alumni Chapter and a custom field for the PrimaryChapter on the Contact record. C. Create a custom picklist value for Alumni Chapter on the Affiliation object.
Answer: A
Explanation: The Education Data Architecture (EDA) allows you to map fields from the
Affiliation object to the Contact object, so that when an Affiliation record is created or
updated, the mapped fields are automatically populated on the Contact record. This way,
you can track the primary chapter of an alumni on the Contact record without creating a
custom field or record type23
Question # 8
A college is experiencing a disconnect between the Advancement and Financedepartments which causes a delay in the allocation of donations. The college wants tosynchronize fundraising data between these two offices.Which solution should a consultant recommend?
A. Financial Services Cloud B. Payment Services C. Accounting Subledger
Answer: C
Explanation: Accounting Subledger is a solution that allows education institutions to
synchronize fundraising data between Advancement and Finance departments. It enables
them to create accounting-ready summaries of donations and other transactions from
Salesforce and export them to their accounting systems1. This solution can help the
college avoid manual data entry, reduce errors, and streamline the allocation of
The Admissions office sends 25 email 10 students slarty. The Director of needs to managecohorts of prospective students and automate personalized emails.Which two solutions should the consultant recommend to meet the requirement?Choose 2 answers
A. Journey Builder B. Salesforce Campaigns C. Datarama D. Salesforce Inbox
Answer: A,B
Explanation: The consultant should recommend Journey Builder and Salesforce
Campaigns to meet the requirement of managing cohorts of prospective students and
automating personalized emails. Journey Builder is a tool that allows users to design and
automate customer journeys across channels, such as email, mobile, social, and web.
Salesforce Campaigns is a feature that helps users track and measure the effectiveness of
marketing initiatives, such as email campaigns, events, webinars, etc. By using Journey
Builder and Salesforce Campaigns together, the Admissions office can create and execute
targeted email campaigns for different segments of prospective students, based on their
interests, preferences, behaviors, and interactions. The email campaigns can also be
personalized with dynamic content, such as student names, program names, deadlines,
etc. Additionally, the Admissions office can monitor and analyze the performance of the
email campaigns, such as open rates, click rates, conversions, etc., and optimize them
accordingly. References: Journey Builder Basics, Salesforce Campaigns, Create and Send
Targeted Email Campaigns
Question # 10
A primary school has switched to remote learning and wants to track student well-being,technology needs, and various family situations needing attention.Which Education Cloud solution meets this requirement?
A. Student Success Hub B. Pathways C. K-12 Architecture Kit D. Admissions Connect
Answer: A
Explanation:
Student Success Hub is a solution that enables schools to provide holistic support for
students and families, especially in remote learning scenarios. It allows schools to create
and track interventions, referrals, and services for students based on their needs and
goals. It also provides dashboards and reports to monitor student progress and outcomes.
Student Success Hub is built on top of the Education Data Architecture (EDA) and
leverages the Program Management Module (PMM) and the Case Management Module
(CMM) to deliver a comprehensive student support system. References: