Pass the Salesforce Salesforce Consultant Education-Cloud-Consultant Questions and answers with CertsForce

The consultant should ask about the success metrics for the project to understand the goals and expectations of the Career Services department andhow to measure them. This will help the consultant design a solution that aligns with the department’s vision and needs. Which users need system admin access and what is the estimated project budget are questions that can be asked later in the project planning or execution phase, not during the discovery session. References:

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

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

Pathways and Plan Requirements are two components that the consultant can recommend to meet the requirement of providing a way for students and advisors to picture academic options more clearly and visualize degree requirements. Pathways is a component that allows users to create and manage academic plans for students, such as majors, minors, or certificates. Pathways can help students and advisors picture academic options more clearly by showing the courses and requirements needed to complete an academic plan. Plan Requirements is a component that allows users to define and group the requirements for an academic plan, such as credits, courses, or electives. Plan Requirements can help students and advisors visualize degree requirements by showing the progress and status of each requirement for an academic plan. Success Plans and Path are not components that can meet the requirement of providing a way for students and advisors to picture academic options more clearly and visualize degree requirements. References:

https://www.salesforce.org/products/student-success-hub/overview/

https://powerofus.force.com/s/article/SSHub-Pathways

https://powerofus.force.com/s/article/SSHub-Plan-Requirements

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.

Term Grade and Attendance Event are two objects that the consultant should use to address the requirements of tracking student absences from class and midyear grades. Term Grade is an object that storesthe grades that a student receives for a course offering in a specific term. Attendance Event is an object that stores information about a student’s attendance or absence for a course offering or a course connection. Behavior Involvement and Program Enrollment are not objects that can track student absences from class and midyear grades. References:

https://powerofus.force.com/s/article/K12-Architecture-Kit-Data-Dictionary

https://powerofus.force.com/s/article/K12-Architecture-Kit-Term-Grades

https://powerofus.force.com/s/article/K12-Architecture-Kit-Attendance

Table-Driven Trigger Management (TDTM) is a tool to manage the code in Salesforce and control how Apex behaves5. TDTM allows the consultant to easily rearrange the order of things via a table in the Salesforce interface (hence, the “Table-Driven” in TDTM)6. With TDTM, the consultant can tell the Apex trigger: do X first, then Y, then Z, without writing any code6. TDTM is part of the Education Data Architecture (EDA) and can be accessed from EDA Settings5. References:

5: Table-Driven Trigger Management (TDTM) Overview - Salesforce7

6: Table-Driven Trigger Management and Why it Matters8

Multi-factor authentication is an identity management featurethat the consultant can recommend to meet the requirement of authenticating to internal systems both by logging in with a username and password and by authenticating via an app on their phone. Multi-factor authentication is a feature that adds an extra layer of security to the login process by requiring users to verify their identity using a second factor, such as a mobile app, a security key, or an email link. Multi-factor authentication can help prevent unauthorized access and protect sensitive data. Single sign-on, connected apps, and social sign-on are not identity management features that require users to authenticate to internal systems both by logging in with a username and password and by authenticating via an app on their phone. References:

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

https://trailhead.salesforce.com/en/content/learn/modules/identity_login/identity_login_mfa

Campaign influence is a feature that the consultant can recommend to measure campaign effectiveness, return on investment, and Opportunity conversion using standard Salesforce functionality.Campaign influence allows the marketing department to track how multiple campaigns have influenced an Opportunity, and assign a percentage of credit to each campaign. Campaign influence also provides reports and dashboards that show the impact of campaignson revenue and pipeline. Campaign member, parent campaigns, and campaign hierarchy are not features that can measure campaign effectiveness, return on investment, and Opportunity conversion. References:

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

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

The consultant should confirm that Student Success Hub requires Education Data Architecture (EDA) as an operational requirement. 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.Einstein Bots being enabled prior to installing Student Success Hub, Read, Create and Edit access to Contacts, Accounts, and Cases being required, or Student Success Hub requiring the K-12 Architecture Kit are not operational requirements that the consultant should confirm. References:

https://www.salesforce.org/products/student-success-hub/overview/

https://powerofus.force.com/s/article/SSHub-Installation

The consultant should recommend Marketing Cloud as a solution to meet the requirement of consolidating efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram for the institution. Marketing Cloud is a product that allows users to create and manage personalized and targeted marketing campaigns for customers or prospects. Marketing Cloud can helpthe institution consolidate efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram by using features such as Social Studio, Social Listening, or Social Analytics. Campaign Influence, Salesforce Inbox, or Pardot arenot solutions that can meet the requirement of consolidating efforts to track online engagement for its annual Giving Day on Facebook, Twitter, and Instagram for the institution. References:

https://www.salesforce.com/products/marketing-cloud/overview/

https://www.salesforce.com/products/marketing-cloud/social-media-marketing/

Service Cloud is a solution that the consultant canrecommend to track and measure average resolution times and escalations associated with student requests for password resets. Service Cloud allows the help desk to create, manage, and resolve cases that represent student issues or problems. Service Cloud also provides reports and dashboards that show key metrics such as resolution time, escalation rate, and customer satisfaction. Salesforce Identity, Digital Engagement, and Einstein Next Best Action are not solutions that can track and measure average resolution times and escalations associated with student requests for password resets. References:

https://www.salesforce.com/products/service-cloud/overview/

https://trailhead.salesforce.com/en/content/learn/modules/service_cloud_basics