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Fecha de Creación: 2026/08/22

Categoría: Otros

Número Preguntas: 65

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The Advancement office plans to use Salesforce Marketing Cloud to engage its alumni, donors, and university supporters. The marketing staff and advancement officers want to retain all contact data an email activity, including Individual Email Result (IER) data. The system admins and CRM team want to avoid unnecessary data storage. Which data management strategy should the consultant consider?. Use Data Studio to process old data. Create a Query Plan for old data. Implement an archiving strategy for old data.

A Recruitment department wants to centralize its recruitment efforts and application operations and engage with students through social channels like WhatsApp. Which solution set should the consultant recommend?. Service Cloud and Digital Engagement. Education Cloud and Slack. Education Cloud and Marketing Cloud.

A large university is planning to release a new recruitment and admission solution using Salesforce. The university is closely evaluating a launch window in conjunction with the campus calendar. Where should the university confirm the Salesforce product release dates that could impact the timeline?. Trailhead. Salesforce Trust website. Salesforce+.

A college plants to implement Student Success Hub and wants to configure Pathways to support students in their academic journey. What should be considered when implementing Pathways?. There are only two levels of Program Plan requirements in Pathways. There is a limit to the number of Plan Requirements records. Pathways uses Program Plan and Plan Requirement records.

A university is migrating from its Education Data Architecture org to Education Cloud. Which consideration should the consultant discuss with the university?. Education Cloud uses the Administrative Account model. Education Cloud uses Person Accounts. Education Cloud uses the Household Account model.

Staff want to maximize the value of their Education Cloud org and CRM Analytics. They need a dashboard that tracks metrics, such as application status, the total number of applications and how those totals compare to the previous period. What should the consultant do?. Create a custom dashboard. Leverage the Admissions Insights dashboard. Leverage the Advisor Insights dashboard.

The alumni Association is interested in using Education Cloud to support its operations. The Association tracks what engages alumni and their hobbies. Which Education Cloud feature should the consultant recommend?. Relationships. Activity Timeline. Interest Tags.

A consultant is working with a customer who already uses Salesforce and wants to enable Education Cloud. The consultant has confirmed that Education Cloud can work in the customer’s existing environment. Starting in a sandbox, which location should the consultant visit to enable Education Cloud in the existing environment?. App Launcher. Setup. My Account.

A university is implementing a student community and rolling it out to 20,000 students, the IT manager is concerned about the large increase in users accessing the system at any one time. Which step the consultant recommend?. Identify areas that may impact governor limits. Log a case with Salesforce Support to increase limits. Leverage MuleSoft Anypoint Platform.

The career center at university plans to use Students Success Hub and is preparing to import student data. In which order should the data be imported?. Account, Term, Program Enrollment, and Course records. Account, Term, Course, and Course Offering records. Course, Course Offering, Program Plan and Affiliation records.

A system admin plans to load data into Education Data Architecture in the following order: Term, Course Offering, and Account. What should the consultant discuss with the system admin?. Account is a required field for Term. There is a risk of account data skew. There is a risk of lookup data skew.

A university is experiencing performance degradation issues such as record locking, long search times, and long record save times. What is the likely cause for all of these issues?. Insufficient data storage. Table Driven Trigger Management (TDTM). Data skew.

A primary school has implemented the K-12 Architecture Kit. The school needs to report out basic student demographic information. What should the consultant do to meet this requirement?. Refer to the existing sample student demographic dashboard. Create a new student demographic dashboard. Add the Advisor Insight for Student Success Dashboard.

The International Student Services department manages the needs of international and study abroad students in Salesforce using Education Cloud. The residence hall address information must be associated to the international student Contact and Account records. Which account model should the consultant select?. Standard Account. Administrative Account. Person Account.

The Advancement office is replacing its old CRM system with Salesforce. After creating its technology roadmap and fundraising timeline, the office realized the new Salesforce environment may go live during a major capital fundraising campaign. Which critical factor should the consultant identify?. Staff cross-training. Resource availability. Technical complexity.

Which object should be configured for all student and support staff interactions, activities, and assigned support staff?. Relationships. Case. Advising Pools.

Major gift officers at an institution are feeling overwhelmed by the large set of portfolios they have to manage. They want to send mass emails to constituents in their territories and automate donor prospect prioritization based on engagement and specified criteria. Which solution should a consultant recommend?. Marketing cloud Account Engagement. Salesforce Flow. Omnistudio.

An education customer is interested in participating in an open-source commons community sprint project. Which development consideration should the consultant advise?. Projects use CumulusCI for continuous integration and deployment. Projects are required to have at least one Salesforce staff person on the project team. Projects must be compatible with the Industry Common Features.

The IT department at a university is evaluating open source solutions for student events management. Which consideration should the consultant discuss with the department?. The code is maintained by Salesforce developers. The code is shared and sourced by the community. The code is updated via Salesforce Releases.

A help desk at a large university wants to track and measure average resolution times and escalations associated with student request for password resets. Which solutions should a consultant recommend?. Einstein Next Best Action. Digital Engagement. Service Cloud.

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?. Prioritize the organization’s initiatives. Implement Nonprofit Success Pack (NPSP). Start solution design during a discovery session.

The Student Services department wants a way for students and advisors to picture academic options more clearly and visualize degree requirements. Which component should the consultant recommend to meet their needs?. Success Plans. Pathways. Path.

The advancement team uses Education Cloud for Advancement for its fundraising operations. The team wants a tool to help determine whether they will meet the campaign goal. Which analytics tool should the consultant recommend?. CRM Analytics. Tableau Prep Conductor. Campaign Influence.

A university has a centralized IT team and a committee that oversees fata governance and change management. Recruiters want access to Corporate Relations data. Corporate Relations wants access to Executive Education information. The Alumni Relations office wants to work with every department. Which Salesforce environment strategy should the consultant recommend?. Separate Salesforce environments for each business unit. One Salesforce environment for all business units. One Salesforce environment for Alumni Relation and a separate Salesforce environment for the other business units.

A university Advancement office uses the Education Data Architecture (EDA). Which EDA functionality should the Advancement office use to track historical data for targeted outreach and donation opportunities?. Relationship. Attribute. Affiliation.

Where can a priority school customer connect with other people to share insights on using Education Cloud?. trust.salesforce.com. Trailblazer Community. Partner Community.

An institution is experiencing record locking and sharing performance issues in a Salesforce org with the Education Data Architecture (EDA). A consultant notices there are more than 10,000 child records associated to a single parent record. Which object should the consultant review first?. Affiliations. Relationships. Accounts.

The CRM steering committee that oversees the university’s Salesforce implementation needs guidance on governance best practices. Which best practices should a consultant recommend?. Assign only department leaders as champions. Ask committee members to join a local Salesforce group. Establish a Center of Excellence.

An institution wants to consolidate efforts to track online engagement for tis annual Giving Day on Facebook and Instagram. Which solution meets this requirement?. Marketing Cloud. Campaign Influence. Salesforce Inbox.

Why might key stakeholders participate in a Salesforce Center of Excellence?. It ensures data is owned by one group. It ensures feature requests will be implemented. It standardized the data definitions.

A college is experiencing a disconnect between the Advancement and Finance departments which causes a delay in the allocation of donations. The college wants to synchronize fundraising data between these two offices. Which solution should a consultant recommend?. Financial Services Cloud. Payment Services. Accounting Subledger.

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 full-time recruitment users. What should the consultant discuss with the client?. The business use case requires a full Salesforce license. The business use case requires a Salesforce Platform license. Education Cloud requires a Customer Community license.

A university wants to use Education Cloud for student advising and support services. After enabling Education Cloud and Student Success, what should the consultant do next to set up the org?. Check the permission set licenses. Enable Academic Operations. Turn on Care Plans.

A system admin has an idea for a custom solution for their org and thinks it might be useful to other as well. The system admin discusses it with colleagues from two other schools. They are excited about the system admins idea and offer to help. What should the system admin consider doing as a next step?. Download and install the project from GitHub. Post the idea in the Trailblazer Idea Exchange. Join the Open source Commons & Community Sprints group in the Trailblazer Community.

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 uses a custom data architecture. What should the consultant do first to assess the situation?. Document solution requirements from the groups involved. Install EDA into one of the production environments. Submit a Salesforce Support case to merge orgs.

An academic advisor is preparing for a meeting with a student. The advisor wants to review the classes associated with the student’s course of study to ensure that the student is on track for graduation. The advisor plans to review the academic options with the student using Salesforce. Which functionality should a consultant recommend?. Academic Program. Pathways. Affiliation.

A business school will implement Salesforce for its MBA recruitment and admissions. Which role should participate in the Salesforce Center of Excellence?. Recruitment and admissions leader. University technology vice president. President of the university.

A consultant is working with a university in Spain that will be using Education Cloud. Which of these considerations about translating Education Cloud into Spanish should the consultant discuss with the university?. Education Cloud picklist values are restricted to the organization’s default language. Education Cloud picklist need to be translated manually. Education Cloud picklist need to be replaced.

How should a consultant document risk for a customer in an Education Cloud implementation?. Maintain a project health dashboard. Recommend a Center of Excellence. Configure an Alert to notify stakeholders.

Carrer Services uses an event management system and Salesforce. IT wants to integrate student data in Salesforce to identify engaged prospects by matching them with event attendance, career interest, and credit completion toward an academic major. Which integration direction should the consultant recommend?. Two-way integration between the event system and Student Information System. One-way integration between Salesforce and the event system. Two-way integration between the event system and Salesforce.

A primary school needs to track which students receive assistance in their school lunch program. Which Education Cloud feature should the consultant discuss with the school?. Benefit Schedule. Action Plan. Program Management.

An elementary school has implemented the K-12 Architecture Kit in a new org using the Education Data Architecture. The school wants to be able to send SMS messages to parents. Which solution should the consultant recommend to meet the requirements?. Marketing Cloud Account Engagement. App on the AppExchange. Mulesoft Anypoint Platform.

A university is planning an enterprise-wide implementation of Education Cloud. It has asked the consultant to do an analysis of Education Clou functionality to identify apps it may need to purchase. What is a standard feature of Education Cloud?. Order Management. Event Management. Student Advising.

An Admissions office is using Education cloud to manage its student application review process. The office needs to make sure students cannot edit applications after the submission deadline. Which two features could the consultant use to meet this requirement?. Standard Decision Matrix and custom trigger. Omnistudio Flexcard and validation rule. Omnistudio Flexcard and sharing rule.

A university uses the Education Data Architecture (EDA) to manage its prospective and current students. The student Contact Mailing Address fields and records are populated in Salesforce through an integration with an external system. What should the consultant recommend?. Set record level trigger firing based on the Account record type. Set the Default Account Model to Administrative. Disable address-related Trigger Handler records.

The IT department is determining its integration needs between a Salesforce implementation, its Student Information System (SIS), and its housing system. All students’ contact information is sourced in the SIS. Students are required to report on campus and off-campus housing mailing information into the SIS. What is the integration direction between the system?. One-way integration with Salesforce to the SIS. One-way integration with the housing system to Salesforce. One-way integration with the SIS to Salesforce.

The Executive Education department uses Salesforce to track sales of custom education programs to corporations and organizations. The department direct needs to know the pipeline of custom programs and the account region. How should the consultant meet this business requirements?. Create an Opportunity list view. Use an Opportunity report. Create a custom report type.

A university is working with a consultant to install and configure the Education Cloud Architecture (EDA). The university uses the Default Account Model. The University wants accounts to include the first and last name of each contact at the time the contact is created. Which action should the consultant take in EDA Setting to meet this requirement?. Edit Administrative Account Name Format. Set the Account Model to Household. Select the Run Backfill button.

A consultant is writing an Apex class to run when a new Contact is created in a Salesforce environment where Education Data Architecture (EDA) is in use. What should the consulta do to ensure the code executes in the order intended?. Go to EDA Settings to set the order of execution. Edit the TDTM Trigger Handle Load Order Field. Write an Apex trigger to set the order of execution.

An institution’s Office of Carrer Services wants a solution that allows students to schedule appointments with any available counselor directly from a portal. On which object is the availability configured?. Case. Goal Definition. Benefit Schedule.

A university works with business professionals through a continuing education program. Corporate recruiters work with employers to sponsor these programs. Which object should recruiters use to track the progress of sponsorship requests?. Opportunity. Opportunity Contact Role. Learning Program Plan.

A school is implementing Salesforce with the Education Data Architecture (EDA) to track parents and students in a community. When a contact record is created, a Community user is created leveraging Table-Driven Trigger Management (TDTM). During deployment to production, the consultant notices that only the contact record is created. Which step should the consultant verify when troubleshooting the issue?. Declarative automations were deployed successfully. Apex triggers were deployed successfully. The community was set to Active.

A consultant is considering disabling certain configuration to optimize the data import of a large volume of student records into a university’s Salesforce environment with Education Data Architecture (EDA). Which configuration should the consultant retain during the data import?. Role hierarchy. Sharing rules. Workflow rules.

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 university has asked a consultant to help it reach the goal and increase prospective student engagement across multiple channels. What should the consultant recommend?. Implement Account Engagement Lead Scoring to find well qualified students. Use Education Cloud to replicate the current systems and processes. Implement Marketing Cloud Engagement to manage recruitment campaigns.

An Admissions office is interested in using Admission Connect to manage its student applications and to receive supporting documentation. How are application documents saved in Admission Connect?. Document Type. Action Plan Item. Salesforce Files.

A higher education institution has used Salesforce for many years and has Person Accounts enabled. The institution wants to install the Education Data Architecture (EDA) in tis existing Salesforce environment. Which consideration should the consultant discuss with the institution?. Person Accounts can only be merged with Administrative Accounts. A support ticket is required to disable Person Accounts. Person Accounts are unsupported in EDA.

The IT department at a university has asked its consultant to build a Salesforce integration strategy. Which integration consideration should the consultant outline?. Sandbox environment. Salesforce license type. Changed records per month.

An advancement office wants a declaratively configured, public facing from that creates data in Salesforce. Which solution should the consultant recommend to meet the requirement?. Process Builder. An app on the AppExchange. Email-to-case.

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. Which metric should the consultant recommend to determine whether the implementation project is successful?. Volume of emails to the office. Percentage of the staff logins each month. Number of student phone inquiries.

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?. Edit the Mini Page Layout. Clone the EDA Compact Layout. Assign the Mini Page Layout to all users.

The Advancement department wants to extend its Salesforce environment to support event management. Which solution should the consultant recommend?. An app on the AppExchange. Nonprofit Cloud. Event Monitoring.

University department staff members want to track communication efforts and attendance for the annual commencement ceremony. They need to report on the engagement result of different types of communication methods (email, printed invitations, and so forth). Which of these features should the consultant recommend?. Experience Cloud Audiences. Campaigns. Salesforce Inbox.

The Advancement office is evaluating the capabilities of Education Cloud. The office needs to ingest, harmonize, and analyze batch data from its Education Cloud org and other systems. Which solution should the consultant recommend?. Data Processing Engine. Data Cloud. Flow with invocable action.

A small collage plans to use Salesforce for tis student services. A part time system admin has been working with a program coordinator who has previous Salesforce experience and is eager to work on the project. What should the consultant recommend?. The program coordinator should be assigned the System Admin profile. The program coordinator’s role should be on top of the role hierarchy. The program coordinator should be a Salesforce power user.

The Director of Advising wants to understand what students say are the most common reasons for scheduling advising appointments. What should the consultant include in a report to meet the requirement?. Alert Reason. Appointment Topic. Case Reason.

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