A consultant is working with a customer who already uses Salesforce and wants to install the
Education Data Architecture (EDA). The consultant has confirmed that EDA can work in the
customer's existing environment.
Which location should the consultant visit to install EDA in the existing environment?
C
Explanation:
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
.
A university's Study Abroad office is getting ready to implement Salesforce to streamline internal
processes. In the past, most of the work was done using spreadsheets and paper. The office is unsure
of which metrics to use to determine whether the implementation project is successful.
Which metric should the consultant recommend?
B
Explanation:
The percentage of staff logins each month is a metric that the consultant can recommend to measure
the success of the Salesforce implementation project for the Study Abroad office. This metric can
indicate the level of user adoption, satisfaction, and engagement with the new system, as well as the
effectiveness of the training and change management strategies.
A high percentage of staff logins
each month can show that the staff are using Salesforce regularly and consistently to streamline their
internal processes, such as managing student applications, tracking program status, and
communicating with partners2
.
The number of student phone inquiries and the volume of emails to the office are not valid metrics
for this scenario, as they do not reflect the impact of the Salesforce implementation on the internal
processes of the Study Abroad office. These metrics may be influenced by other factors, such as the
demand for study abroad programs, the quality of the website and marketing materials, and the
availability and responsiveness of the staff. These metrics may also not capture the efficiency and
accuracy of the data and workflows that Salesforce can provide.
A university has hired a consultant to help it plan the campus's enterprise roadmap for Salesforce.
The CIO wants to use a single. Salesforce org across the university and is interested in learning more
about the Education Data Architecture (EDA). The university has two existing Salesforce orgs, one
uses Person Accounts, and the other org uses a custom data architecture.
What should the consultant do first lo assess the situation?
C
Explanation:
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 integration is 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.
Reference:
https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-
cloud-basics-discovery
https://powerofus.force.com/s/article/EDA-Migrate
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
Explanation:
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. Reference:
https://powerofus.force.com/s/article/SFDO-Release-Schedule
https://www.salesforce.org/blog/salesforce-org-release-schedule/
An institution's Office of Career Services wants a solution that allows students to schedule
appointments with any available .......... directly from a portal.
Which feature should the consultant recommend to meet the requirement?
C
Explanation:
Advising Pools is a feature that allows students to schedule appointments with any available advisor
directly from a portal. Advising Pools enables advisors to set their availability and preferences, and
students to see which advisors match their needs and book appointments accordingly. Email to Case,
Success Teams, and Early Alerts are not features that allow students to schedule appointments with
advisors from a portal. Reference:
https://help.salesforce.com/s/articleView?id=sf.eda_advising_pools.htm&type=5
https://www.salesforce.org/blog/advising-pools-for-higher-ed/
A college wants to extend its existing Education Data Architecture org to support the Advancement
department's fundraising needs.
What should the consultant recommend to meet the requirement?
B
Explanation:
Nonprofit Success Pack (NPSP) is a solution that the consultant can recommend to meet the
requirement of extending EDA org to support fundraising needs. NPSP is built on top of EDA and
provides features such as donations management, gift processing, donor engagement, and
reporting. Gift Entry Manager, Giving Pages, and Elevate are not solutions that can extend EDA org to
support fundraising needs, but rather tools that can work with NPSP to enhance the fundraising
experience. Reference:
https://www.salesforce.org/education/education-cloud-for-advancement/
https://www.salesforce.org/nonprofit/nonprofit-success-pack/
A customer wants to learn more about Salesforce.org solutions built by the community.
What are two resources a consultant can recommend?
Choose 2 answers.
B, D
Explanation:
The Power of Us Hub Group: CumulusCI (CCI) and the Power of Us Hub Group: Open Source
Commons & Community Sprints are two resources that the consultant can recommend to learn more
about Salesforce.org solutions built by the community. CumulusCI is a tool that helps developers
build, test, and deploy Salesforce.org solutions using a standardized process. Open Source Commons
& Community Sprints are events where community members collaborate on building and improving
Salesforce.org solutions. Product Documentation: Is a Pro Bono Project the Right Fit and Product
Documentation: Get Started with Open Source Commons are not resources that teach about
Salesforce.org solutions built by the community, but rather resources that help customers decide
whether to apply for a pro bono project or join the Open Source Commons program. Reference:
https://powerofus.force.com/s/group/0F980000000CjQOCA0/cumulusci-cci
https://powerofus.force.com/s/group/0F980000000CjQSCA0/open-source-commons-community-
sprints
A consultant needs to migrate information from a university's legacy system and reference the
corresponding Education Data Architecture (EDA) objects and fields in Salesforce.
What should the consultant reference to complete this task?
A
Explanation:
The EDA Data Dictionary is a document that provides information about the EDA objects and fields,
and how they relate to each other. The consultant can reference this document to map the
information from the legacy system to the corresponding EDA objects and fields in Salesforce. The
other options are not documents that can help the consultant complete this task. Reference:
https://powerofus.force.com/s/article/EDA-Data-Dictionary
Recruitment Staff want to use their university login when accessing Salesforce.
Which identity management feature should the consultant use?
D
Explanation:
Single Sign-On (SSO) is an identity management feature that allows users to log in to Salesforce using
their university login credentials. SSO simplifies the login process and reduces the need for multiple
passwords. Named Credentials, Two-factor Authentication, and Social Sign-On are not identity
management features that allow users to use their university login when accessing Salesforce.
Reference:
https://help.salesforce.com/s/articleView?id=sf.identity_sso.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/identity_basics/identity_basics_sso
Student Services is preparing to migrate student Incident and Incident Resolution data from its old
system to a Salesforce.org that uses the Education Data Architecture (EDA).
Which objects should the consultant use?
B
Explanation:
The Case object is used to track student incidents and resolutions in EDA. Cases can be related to
Contacts, Accounts, or Affiliations using the standard lookup fields.
Cases can also have Case
Comments to capture additional information or communication about the incident1
.
The Attribute
object is used to store additional information about Contacts or Accounts, such as demographics,
interests, or preferences3
. The Case Comment object is a child of the Case object and cannot be used
independently.
1: Education Data Architecture (EDA) Data Model 2
:
Education Cloud Consultant Certification Guide &
Tips - Salesforce Ben 3
: Attribute Object : Case Comment Object
A university dean wants to refer students for summer engineering internships and requests a list of
people who earned high final scores in the Intro to Civil Engineering class.
Which objects should the consultant include in the report?
B
Explanation:
Term Grades with Contact is the object that the consultant should include in the report to show the
people who earned high final scores in the Intro to Civil Engineering class. Term Grades is an object
that stores the grades that a student receives for a course offering in a specific term. Contact is an
object that stores the personal information of a student. Program Enrollment with Contact,
Education History with Account, and Course Connections with Academic Program are not objects
that can show the final scores of a class in EDA. Reference:
https://powerofus.force.com/s/article/EDA-Data-Dictionary
https://help.salesforce.com/s/articleView?id=sf.reports_builder_create.htm&type=5
The director of retention wants to use Advisor Link to track early alerts, help students schedule
appointments with their advisers, and create program plans.
Which two options are required to use Advisor Link?
Choose 2 answers.
BD
Explanation:
Customer Community Plus and Education Data Architecture (EDA) are two options that are required
to use Advisor Link. Customer Community Plus is a license type that enables users to access Advisor
Link features such as early alerts, appointments, and program plans from a portal. EDA is a data
model that provides the foundation for Advisor Link and other education solutions. Person Accounts
and Lightning Scheduler are not required to use Advisor Link. Reference:
https://help.salesforce.com/s/articleView?id=sf.eda_advisor_link_requirements.htm&type=5
https://www.salesforce.org/advisor-link/
The director of advising wants to better understand why students are meeting with their advisors.
Which Advisor Link Feature should the consultant include in a report?
C
Explanation:
Appointment Topic is an Advisor Link feature that the consultant should include in a report to better
understand why students are meeting with their advisors. Appointment Topic is a field on the
Appointment object that indicates the reason or subject of the meeting. Success Plan Type, Alert
Reason, and Case Status are not Advisor Link features that show why students are meeting with their
advisors. Reference:
https://help.salesforce.com/s/articleView?id=sf.eda_appointment_topic.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.eda_advisor_link_reports.htm&type=5
The new director of Admissions plans to use Salesforce for its recruitment and admissions process.
The director wants to increase the school's ranking and application yield by 15%. The President's
Office and dean are supportive and ready to launch the project.
What should the consultant confirm?
A
Explanation:
The consultant should confirm that the director has end-user support for the project, because this is
a key factor for a successful implementation. End-user support means that the people who will use
Salesforce on a daily basis are involved in the project, provide feedback, receive training, and adopt
the new system. The other options are already given in the scenario, so they do not need to be
confirmed by the consultant. Reference:
https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-
cloud-basics-key-stakeholders
https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-
cloud-basics-change-management
A consultant is enabling Course Connections for the first time in the Education Data Architecture.
What should the consultant do first?
D
Explanation:
The first thing that the consultant should do when enabling Course Connections for the first time in
EDA is to set record types for Course Connections. Record types allow the consultant to define
different types of course connections, such as instructor, student, or teaching assistant. Record types
also determine the page layout and picklist values for each type of course connection. Running
Course Connections Backfill, setting up Course Offering Schedule, and disabling Course Enrollments
are not the first steps to enable Course Connections in EDA. Reference:
https://powerofus.force.com/s/article/EDA-Course-Connections
https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5