Up To The Minute Salesforce Certified Education Cloud Consultant Exam Education-Cloud-Consultant Study Guide

NEW QUESTION 1
University Advancement staff are required to authenticate to internal systems both by logging in with a username and password and by authenticating vis an app on their phone.
Which identity management feature should the consultant recommend to meet this requirement?

• A. Single sign-on
• B. Multi-factor authentication
• C. Connected apps
• D. Social sign-on

Answer: B

Explanation:
Multi-factor authentication is an identity management feature that 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

NEW QUESTION 2
A university system purchased Salesforce and wants to move to an enterprise model for all of the schools in the system. The university needs to track students both as individuals and as part of a household. The Recruitment and Admissions office also wants to track events, the event locations, and the event vendors.
Which account model should the consultant recommend?

• A. Education Data Architecture (EDA) Account Model
• B. Person Account Model
• C. Standard Account Model

Answer: A

Explanation:
The consultant should recommend the Education Data Architecture (EDA) Account Model as the account model for the university system that purchased Salesforce and wants to move to an enterprise model for all of the schools in the system. The EDA Account Model is an account model that allows users to store information about individuals or organizations that are related to an educational institution, such as students, parents, faculty, staff, alumni, or donors. The EDA Account Model can help the university system track students both as individuals and as part of a household using features such as Contacts, Accounts, Relationships, or Affiliations. The EDA Account Model can also help the Recruitment and Admissions office track events, the event locations, and the event vendors using features such as Campaigns or Campaign Members. The Person Account Model and the Standard Account Model are not account models that can meet the requirements of the university system that purchased Salesforce and wants to move to an enterprise model for all of the schools in the system. References:
✑ https://powerofus.force.com/s/article/EDA-Accounts
✑ https://powerofus.force.com/s/article/EDA-Campaigns

NEW QUESTION 3
The Dean of the Business school has a dashboard that displays the application yield by program, geographic distribution of applicants, and recruitment pipeline. The Dean wants the same reports for program directors. Sharing settings have been configured so program directors can only see recruitment and application information for their own program.
How can the consultant meet the business requirement?

• A. Check the Let Dashboard Viewers Choose Whom They View the Dashboard As on the Dean's dashboard.
• B. Set View Dashboard As to the Dean and share it with program directors.
• C. Add a dashboard filter to the Dean's dashboard and save it to All Folders.
• D. Set View Dashboard As to the dashboard viewer and share it with program directors.

Answer: D

Explanation:
The consultant can meet the business requirement by setting View Dashboard As to the dashboard viewer and sharing it with program directors. This will allow the program directors to see the same reports as the Dean, but filtered by their own program, based on the sharing settings. Checking the Let Dashboard Viewers Choose Whom They View the Dashboard As on the Dean??s dashboard, setting View Dashboard As to the Dean and sharing it with program directors, and adding a dashboard filter to the Dean??s dashboard and saving it to All Folders are not options that can meet the business requirement. References:
✑ https://help.salesforce.com/s/articleView?id=sf.dashboards_running_user.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.dashboards_dynamic_filters.htm&ty pe=5

NEW QUESTION 4
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?

• A. Clone the EDA Compact Layout.
• B. Edit the Mini Page Layout.
• C. Assign the Mini Page Layout to all users.

Answer: A

Explanation:
The consultant should clone the EDA Compact Layout as a step to accomplish making changes to compact layouts in EDA and having those changes persist when a new release is pushed to the Salesforce environment. A compact layout is a layout that shows key fields of a record in a summary view, such as in a list view or a record highlight panel. Cloning the EDA Compact Layout means creating a copy of the default compact layout provided by EDA and making changes to it, such as adding or removing fields. Cloning the EDA Compact Layout can help the consultant accomplish making changes to compact layouts in EDA and having those changes persist when a new release is pushed to the Salesforce environment by ensuring that the custom compact layout will not be overwritten by EDA updates. Editing the Mini Page Layout, assigning the Mini Page Layout to all users, or creating a custom Record Type are not steps that the consultant should take to accomplish making changes to compact layouts in EDA and having those changes persist when a new release is pushed to the Salesforce environment. References:
✑ https://help.salesforce.com/s/articleView?id=sf.compact_layouts_overview.htm&type=5
✑ https://powerofus.force.com/s/article/EDA-Compact-Layouts

NEW QUESTION 5
An elementary school wants to implement an out-of-the-box solution to track enrollments by grade.
Which solution should the consultant recommend?

• A. K-12 Architecture Kit
• B. Nonprofit Success Pack
• C. Education Data Architecture
• D. Program Management Module

Answer: A

Explanation:
The consultant should recommend K-12 Architecture Kit as an out-of-the-box solution to track enrollments by grade for the elementary school. K-12 Architecture Kit is a solution that extends EDA to meet the needs of K-12 schools. K-12 Architecture Kit provides objects and features to track student information, such as grades, attendance, and program enrollments. The consultant can help the elementary school configure and customize K-12 Architecture Kit to track enrollments by grade using features such as Grade Enrollment or Grade Level. Nonprofit Success Pack, Education Data Architecture, and Program Management Module are not out-of-the-box solutions to track enrollments by grade for the elementary school. References:
✑ https://github.com/SalesforceFoundation/k12-architecture-kit
✑ https://powerofus.force.com/s/article/K12-Architecture-Kit

NEW QUESTION 6
An institution's Admissions office needs a solution to help recruiters manage their travel, including route planning. The office also wants the ability to identify students' locations so they can be invited to a recruitment event.
Which solution should the consultant recommend to meet these requirements?

• A. Field Service
• B. Salesforce Maps
• C. Territory Management

Answer: B

Explanation:
The consultant should recommend Salesforce Maps as a solution to help recruiters manage their travel, including route planning, and identify students?? locations so they can be invited to a recruitment event for the institution??s Admissions office. Salesforce Maps is a product that allows users to optimize their territories, routes, and schedules based on geographic data and insights. Salesforce Maps can help recruiters manage their travel, including route planning, and identify students?? locations so they can be invited to a recruitment event by using features such as Live Tracking, Route Optimization, Geocoding, or Map Layers. Field Service, Territory Management, or Marketing Cloud are not solutions that can help recruiters manage their travel, including route planning, and identify students?? locations so they can be invited to a recruitment event for the institution??s Admissions office. References:
✑ https://www.salesforce.com/products/maps/overview/
✑ https://trailhead.salesforce.com/en/content/learn/modules/salesforce-maps-basics

NEW QUESTION 7
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?

• A. Success Plan Type
• B. Alert Reason
• C. Appointment Topic
• D. Case Status

Answer: 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. References:
✑ 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

NEW QUESTION 8
A consultant for university has built customizations in a sandbox environment that is a different version from the production org.
What should the consultant do first to avoid any issues?

• A. Package the customizations, refresh the sandbox and reinstall the customization.
• B. Manually update the production org by installing the release update from Github.
• C. Submit a case to Salesforce Support to update the production org.
• D. Deploy the customizations into the production org via change sets.

Answer: A

Explanation:
The consultant should package the customizations, refresh the sandbox, and reinstall the customization as the first step to avoid any issues when deploying from a sandbox environment that is a different version from the production org. Packaging the customizations means creating an unmanaged package that contains all the components and metadata that are part of the custom solution. Refreshing the sandbox means creating a new copy of the sandbox environment from the production org. Reinstalling the customization means installing the unmanaged package into the refreshed sandbox environment. This step can help avoid any issues that may arise from deploying from a sandbox environment that is a different version from the production org, such as compatibility errors, missing dependencies, or data loss. Manually updating the production org by installing the release update from GitHub, submitting a case to Salesforce Support to update the production org, or deploying the customizations into the production org via change sets are not steps that the consultant should take first to avoid any issues when deploying from a sandbox environment that is a different version from the production org. References:
✑ https://help.salesforce.com/s/articleView?id=sf.packaging_overview.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.data_sandbox_create.htm&type=5
✑ https://trailhead.salesforce.com/en/content/learn/modules/application-lifecycle-and-development-models/test-your-applications

NEW QUESTION 9
An education customer is interested in participating in an open-source commons community sprint project.
Which development consideration should the constant advise?

• A. Projects are required to have at least one Salesforce staff person on the project team.
• B. Projects use CumulusCI for continuous integration and deployment.
• C. Projects must be compatible with the Education Data Architecture (EDA).

Answer: B

Explanation:
The consultant should advise that projects use CumulusCI for continuous integration and deployment, which is a tool that automates the development and release process of Salesforce applications. Projects are not required to have at least one Salesforce staff person on the project team, although they may have some Salesforce employees as contributors or advisors. Projects do not have to be compatible with the Education Data Architecture (EDA), although some projects may use EDA as a foundation
or extension. References:
✑ https://trailhead.salesforce.com/en/content/learn/modules/open-source- commons/open-source-projects
✑ https://trailhead.salesforce.com/en/content/learn/modules/cumulusci-basics

NEW QUESTION 10
A consultant is working on an Advisor Link implementation for the undergraduate Advising departments. Advisors must be able to view a student's classes, track milestones, set student meetings, and integrate meetings with their Outlook calendar. The Advising department wants to know which functionality is included with Advisor Link and whether a third-party application is necessary.
Which function may require a third-party app?

• A. Success Plans
• B. Calendar syncing
• C. Degree visualization
• D. Appointment scheduling

Answer: C

Explanation:
Degree visualization is a function that may require a third-party app for Advisor Link. Degree visualization allows advisors and students to see the progress and requirements of a degree program in a graphical way. Advisor Link does not provide this function out of the box, so a third-party app may be needed to achieve it. Success Plans, calendar syncing, and appointment scheduling are functions that are included with Advisor Link and do not require a third-party app. References:
✑ https://www.salesforce.org/advisor-link/
✑ https://help.salesforce.com/s/articleView?id=sf.eda_advisor_link_features.htm&typ e=5

NEW QUESTION 11
The Undergraduate Admissions office needs to track new students and their current course of study.
Which Education Data Architecture (EDA) object should the consultant use to meet the requirement?

• 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]

NEW QUESTION 12
A college is using Salesforce to support its recruitment and admissions processes. The college will need to have an online application form, automated bot service, and online application management.
Which two solutions should the consultant recommend? Choose 2 answers

• A. Third-party form builder app
• B. Digital Engagement
• C. Interaction Studio
• D. Admissions Connect

Answer: AD

Explanation:
A third-party form builder app and Admissions Connect are two solutions that the consultant can recommend to meet the requirement of having an online application form, automated bot service, and online application management. A third-party form builder app is an application that provides additional features and solutions for Salesforce. There are many third-party form builder apps on the AppExchange that offer online form creation and submission capabilities, such as web forms, surveys, or quizzes, and capturing data from them in Salesforce. The consultant can help the college choose an app that meets their needs and budget. Admissions Connect is a solution that extends EDA to meet the needs of higher education admissions and enrollment. Admissions Connect provides features such as automated bot service, online application management, application review, and decision delivery. Digital Engagement and Interaction Studio are not solutions that can meet the requirement of having an online application form, automated bot service, and online application management. References:
✑ https://appexchange.salesforce.com/appxStore?type=App&keyword=form%20builder
✑ https://www.salesforce.org/products/admissions-connect/overview/
✑ https://trailhead.salesforce.com/en/content/learn/modules/admissions-connect- basics

NEW QUESTION 13
The CRM steering committee that oversees the university's Salesforce implementation needs guidance on governance best practices.
Which best practice should a consultant recommend?

• A. Assign only department leaders as champions.
• B. Ask committee members to Join a local Salesforce group.
• C. Hold a standing committee meeting.

Answer: B

Explanation:
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

NEW QUESTION 14
Career Services uses a separate event management system for its employment events?? attendance and registration, and Marketing Cloud to promote the event. 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?

• 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.
References:
✑ https://help.salesforce.com/s/articleView?id=sf.mc_co_marketing_cloud_connect.h tm&type=5
✑ https://trailhead.salesforce.com/en/content/learn/modules/marketing-cloud-connect

NEW QUESTION 15
A large university has a Career Service Center that provides career advice to current students and alumni. Staff provide advice ...... the phone, via email and face-to-face. Students and alumni are served on a first come, first served basis and are rarely assigned to a specific advisor.
What should the consultant recommend to meet the requirement?

• A. Success Teams
• B. Queue Management
• C. Appointment Scheduling
• D. Assignment Rules

Answer: C

Explanation:
Appointment Scheduling is a solution that the consultant can recommend to meet the requirement of providing career advice to current students and alumni via phone,
email, or face-to-face. Appointment Scheduling is a feature that allows users to create and manage appointments with customers or clients from Salesforce. Appointment Scheduling can be used to offer different types of services, such as career advice, tutoring, or counseling. Appointment Scheduling also integrates with calendars, email notifications, and reports. Success Teams, Queue Management, and Assignment Rules are not solutions that can meet the requirement of providing career advice to current students and alumni via phone, email, or face-to-face. References:
✑ https://help.salesforce.com/s/articleView?id=sf.appointment_scheduling_overview.htm&type=5
✑ https://trailhead.salesforce.com/en/content/learn/modules/appointment-scheduling

NEW QUESTION 16
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?

• A. Number of student phone inquiries
• B. Percentage of staff logins each month
• C. Volume of emails to the office

Answer: 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.

NEW QUESTION 17
Which best practice should a consultant recommend to promote utilization of Salesforce in an Education Cloud deployment?

• A. Use Chatter to publicly recognize early adopters.
• B. Send a sponsor engagement communication.
• C. Enable Salesforce Celebration in Path.
• D. Create a Slack group on the day of deployment.

Answer: A

Explanation:
Chatter is a collaboration tool that allows users to share information, files, and feedback with each other. It can also be used to publicly recognize and reward early adopters who are using Salesforce effectively and demonstrating best practices. This can help motivate other users to adopt Salesforce and increase their engagement and productivity. Chatter can also facilitate peer-to-peer learning and support among users, as well as provide feedback and insights to the project team and sponsors. References:
✑ Education Cloud Basics - Unit 5: Drive Adoption and Measure Success
✑ Salesforce Help: Chatter Overview

NEW QUESTION 18
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