A university's Advancement office plans to implement the Education Data Architecture to manage its alumni, donors, and supporters. The university wants to set up a system default that will automatically create a family record when a Contact record is created by staff members.
Which Default Account Model should the consultant recommend?
Correct Answer:
A
The consultant should recommend Household as the Default Account Model for the university??s Advancement office that plans to implement EDA to manage its alumni, donors, and supporters. Household is an account model that allows users to store information about individuals who are related by family or household relationships, such as spouses or siblings. Household can be used to track various information about an individual or a family unit, such as name, email, phone, address, or total household income. The consultant can help the university set up Household as the Default Account Model in EDA Settings so that a family record will be automatically created when a Contact record is created by staff members. Administrative, Educational Institution, and Person are not account models that can meet the requirement of setting up a system default that will automatically create a family record when a Contact record is created by staff members. References:
✑ https://powerofus.force.com/s/article/EDA-Accounts
✑ https://powerofus.force.com/s/article/EDA-Settings
The CRM steering committee that oversees the university's Salesforce implementation needs guidance on governance best practices.
Which best practice should a consultant recommend?
Correct Answer:
B
The consultant should recommend to hold a standing committee meeting as a governance best practice for the CRM steering committee that oversees the university??s Salesforce implementation. A standing committee meeting is a meeting that occurs regularly and consistently with a fixed agenda and attendees. A standing committee meeting can help the CRM steering committee oversee the university??s Salesforce implementation by providing a forum to review progress, discuss issues, make decisions, or communicate updates. Assigning only department leaders as champions, asking committee members to join a local Salesforce group, or creating a change management plan are not governance best practices that the consultant should recommend for the CRM steering committee that oversees the university??s Salesforce implementation. References:
✑ https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf
✑ https://trailhead.salesforce.com/en/content/learn/modules/org-change- management
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?
Correct Answer:
C
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 donations. References: Salesforce Education Cloud Academy: Consultant Fundamentals, [Accounting Subledger Overview]
A large university is planning to release a new recruitment and admissions 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?
Correct Answer:
B
The university can confirm the Salesforce product release dates that could impact the timeline on the Salesforce Trust website. The Salesforce Trust website provides information about the maintenance schedule, release calendar, and release readiness for Salesforce products. The university can use this information to plan their launch window in conjunction with the campus calendar. Trailhead, Setup Menu, and Partner Community are not places where the university can confirm the Salesforce product release dates. References:
✑ https://status.salesforce.com/products/all/maintenances
✑ https://trailhead.salesforce.com/en/content/learn/modules/salesforce-release- readiness-strategies
The Financial Aid department of a college uses Student Success Hub. Students need the ability to schedule an appointment with any financial aid advisor.
Which object should the consultant configure in Student Success Hub to meet this requirement?
Correct Answer:
A
The consultant should configure the Advising Pools object in Student Success Hub to meet the requirement of allowing students to schedule an appointment with any financial aid advisor for the Financial Aid department that uses Student Success Hub. The Advising Pools object is an object in Student Success Hub that allows users to create groups of advisors who share a common availability, location, or service. The Advising Pools object can help the Financial Aid department meet the requirement of allowing students to schedule an appointment with any financial aid advisor by creating an Advising Pool record for financial aid advisors and associating it with a Service record for financial aid advising. The consultant can also configure other settings such as availability, location, or capacity for the Advising Pool record. Public Groups, EDA Relationships, or Program Plans are not objects that the consultant should configure in Student Success Hub to meet the requirement of allowing students to schedule an appointment with any financial aid advisor for the Financial Aid department that uses Student Success Hub. References:
✑ https://www.salesforce.org/products/student-success-hub/overview/
✑ https://powerofus.force.com/s/article/SSHub-Advising-Pools
