A Review Of Precise Education-Cloud-Consultant Actual Test
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NEW QUESTION 1
A primary school will implement Student Success Hub to support student needs from K-12. The school primarily needs to track students' families and communicate with the parents on issues.
Which default account model should the consultant recommend?
- A. Standard Account Model
- B. Household Account Model
- C. Administrative Account Model
Answer: B
Explanation:
The Household Account Model in EDA creates one account for each household and associates multiple contacts with that account. This model is suitable for tracking students?? families and communicating with the parents on issues. The Household Account Model also provides features such as automatic household naming, address management, and rollup fields. The consultant should recommend this model for the primary school that will implement Student Success Hub. References: [Salesforce Education Cloud Academy: Consultant Fundamentals], [EDA Account Models]
NEW QUESTION 2
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 3
Recruiters at an institution are evaluating tools to enhance their email. They want to see when a student has opened an email or clicked on a link. Recruiters also want to insert time slots directly from their calendar into an email and allow students to choose the meeting time.
Which solution should the consultant recommend?
- A. Gmail Integration
- B. Custom automation
- C. Einstein Activity Capture
- D. Salesforce Inbox
Answer: D
Explanation:
Salesforce Inbox is a solution that the consultant can recommend to enhance the email functionality for recruiters. Salesforce Inbox allows recruiters to see when a student has opened an email or clicked on a link, using email tracking features. Salesforce Inbox also allows recruiters to insert time slots directly from their calendar into an email and allow students to choose the meeting time, using meeting scheduling features. Gmail Integration, custom automation, and Einstein Activity Capture are not solutions that can provide the email functionality that recruiters want. References:
✑ https://www.salesforce.com/products/sales-cloud/features/salesforce-inbox/
✑ https://help.salesforce.com/s/articleView?id=sf.inbox_overview.htm&type=5
NEW QUESTION 4
A business school will implement Salesforce for its MBA recruitment and admissions. Which role should participate in the Salesforce Center of Excellence?
- A. University technology vice president
- B. Salesforce system admin
- C. President of the university
Answer: B
Explanation:
A Salesforce system admin is a role that should participate in the Salesforce Center of Excellence (COE) for the business school that will implement Salesforce for its MBA recruitment and admissions. A Salesforce system admin is a person who configures, maintains, and supports the Salesforce platform, ensuring that it meets the needs and requirements of the users and stakeholders. A Salesforce system admin is also responsible for managing user access, security, data quality, reports, dashboards, workflows, and integrations2. A Salesforce system admin can provide valuable input and feedback to the COE, as well as execute the tasks and projects assigned by the COE.
A university technology vice president and a president of the university are not roles that should participate in the Salesforce COE for the business school. A university technology vice president is a person who oversees the overall IT strategy, budget, and operations of the university, but may not have direct involvement or expertise in the Salesforce platform3. A president of the university is a person who leads the academic, administrative, and financial affairs of the university, but may not have direct involvement or expertise in the Salesforce platform4. These roles may be consulted or informed by the COE, but they are not part of the COE team.
NEW QUESTION 5
The IT department at a university is evaluating open source solutions for student recruitment.
Which consideration should the consultant discuss with the department?
- A. The code is maintained by Salesforce developers.
- B. The code is updated via Salesforce Releases.
- C. The code is directly accessible.
Answer: C
Explanation:
The consultant should discuss with the IT department that the code of open source solutions is directly accessible, which means that they can view, modify, and customize it according to their needs. However, this also means that they are responsible for maintaining and updating the code, as well as ensuring its security and compatibility. The code of open source solutions is not maintained by Salesforce developers or updated via Salesforce Releases. References:
✑ https://trailhead.salesforce.com/en/content/learn/modules/open-source-commons/open-source-basics
✑ https://trailhead.salesforce.com/en/content/learn/modules/open-source- commons/open-source-projects
NEW QUESTION 6
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?
- A. Implement Nonprofit Success Pack (NPSP).
- B. Start solution design during a discovery session.
- C. Prioritize the organization's initiatives.
Answer: C
Explanation:
A CRM strategy is a plan that outlines how an organization will use Salesforce to achieve its goals and objectives. A consultant should recommend prioritizing the organization??s initiatives as part of the CRM strategy, as this will help align the Salesforce solution with the most important and urgent needs of the Advancement office, such as fundraising, donor engagement, alumni relations, etc. Prioritizing the initiatives will also help define the scope, timeline, and budget of the project, as well as the key stakeholders, success metrics, and risks involved2. Implementing Nonprofit Success Pack (NPSP) is a possible solution option, but not a recommendation for the CRM strategy. Starting solution design during a discovery session is a project management best practice, but not a recommendation for the CRM strategy.
NEW QUESTION 7
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?
- A. Trailhead
- B. Partner Community
- C. Salesforce AppExchange
Answer: 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.
NEW QUESTION 8
The Registrar's office has limited staff and is interested in a real-time automated Salesforce messaging solution that can address common student questions on deadlines and requirements, and provide links to resources.
Which two options should the consultant recommend to meet the requirement? Choose 2 answers.
- A. Knowledge
- B. Queues
- C. Bots
- D. Live Chat
Answer: CD
Explanation:
Bots and Live Chat are two options that the consultant can recommend to meet the requirement of providing real-time automated Salesforce messaging solution that can address common student questions on deadlines and requirements, and provide links to resources. Bots are automated agents that can interact with customers via text or voice, and provide answers, guidance, or actions based on predefined rules or artificial intelligence. Live Chat is a feature that allows users to chat with customers or prospects in real time from a website or an app, and provide support or information. Bots and Live Chat can be used together to create a seamless customer service experience, where bots can handle simple inquiries and escalate complex cases to live agents. Knowledge and Queues are not options that can provide real-time automated Salesforce messaging solution. References:
✑ https://www.salesforce.com/products/service-cloud/features/bots/
✑ https://www.salesforce.com/products/service-cloud/features/live-chat-software/
✑ https://trailhead.salesforce.com/en/content/learn/modules/service_bots_basics
NEW QUESTION 9
Why might key stakeholders participate in a Center of Excellence?
- A. It standardizes the data definitions.
- B. It ensures data is owned by one group.
- C. It ensures feature requests will be implemented.
Answer: A
Explanation:
The consultant should explain that one of the reasons why key stakeholders might participate in a Center of Excellence is that it standardizes the data definitions for the university. A Center of Excellence is a group of people who provide leadership, guidance, and best practices for a specific area or domain. A Center of Excellence can help standardize the data definitions for the university by creating and maintaining a common vocabulary and understanding of what data means, how it is used, or how it is measured across different departments or units. Standardizing the data definitions can help improve data quality, consistency, and accuracy for the university. It ensures data is owned by one group or it ensures feature requests will be implemented are not reasons why key stakeholders might participate in a Center of Excellence for the university. 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 10
Staff need to track which requirements must be met for a student application. Which Education Cloud objects should be used?
- A. Action Plans
- B. Document Checklist Item
- C. Application Material Mapping
Answer: B
Explanation:
The consultant should use the Document Checklist Item object to track which requirements must be met for a student application. Document Checklist Item records are related to Application records and define the type, status, and source of the required documents. Action Plans are used to track tasks or actions related to an application or enrollment process, not document requirements. Application Material Mapping is used to map application documents to application requirements, not to track them. References:
✑ https://help.salesforce.com/s/articleView?id=sf.admissions_connect_document_checklist_item.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.admissions_connect_action_plan_it em.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.admissions_connect_application_material_mapping.htm&type=5
NEW QUESTION 11
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 should the consultant recommend?
- A. Use a third-party testing automation tool.
- B. Develop a Performance Testing Strategy.
- C. Log a case with Salesforce Support to increase limits.
Answer: B
Explanation:
The step that the consultant should recommend to the IT manager who is concerned about the large increase in users accessing the student community at any one time is B. Develop a Performance Testing Strategy1. This is because a performance testing strategy can help the IT manager to plan, execute, and analyze tests that measure the system??s performance, scalability, reliability, and availability under various user loads and scenarios. A performance testing strategy can also help the IT manager to identify and resolve any performance issues or bottlenecks before the student community goes live, and to ensure that the system meets the expected service level agreements and user satisfaction2.
A. Use a third-party testing automation tool and C. Log a case with Salesforce Support to increase limits are not valid steps for this scenario. Using a third-party testing automation tool may be a part of the performance testing strategy, but it is not a step by itself. The IT manager needs to define the objectives, scope, approach, tools, and metrics of the performance testing strategy before choosing and using a testing automation tool2. Logging a case with Salesforce Support to increase limits may be a possible action that the IT manager can take after conducting the performance testing and analyzing the results, but it is not a step that the consultant should recommend before the testing. The IT manager needs to determine the current and expected system capacity, throughput, response time, and resource utilization before requesting any limit increases from Salesforce Support3.
NEW QUESTION 12
The Alumni Relations department wants to track alumni and its chapter memberships. The department wants to easily see the Primary Chapter on the Contact record. The system admin prefers to use the standard features that are available with Education Data Architecture (EDA).
Which step should the consultant take to meet this requirement?
- A. Create an Affiliation mapping to the Primary Chapter field in EDA Settings.
- B. Create an Affiliation record type for Alumni Chapter and a custom field for the Primary Chapter on the Contact record.
- C. Create a custom picklist value for Alumni Chapter on the Affiliation object.
Answer: A
Explanation:
The Education Data Architecture (EDA) allows you to map fields from the Affiliation object to the Contact object, so that when an Affiliation record is created or updated, the mapped fields are automatically populated on the Contact record. This way, you can track the primary chapter of an alumni on the Contact record without creating a custom field or record type23
NEW QUESTION 13
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 its existing Salesforce environment.
Which consideration should the consultant discuss with the institution?
- A. Person Accounts are unsupported in EDA.
- B. A support ticket is required to disable Person Accounts.
- C. Person Accounts can only be merged with Administrative Accounts.
Answer: A
Explanation:
In Education Cloud, data about individual people, such as students, faculty, alumni, and external contacts, are saved on the Account object as Person Accounts. However, when it comes to EDA, Person Accounts are not supported because EDA uses a different account model designed to accommodate the complex relationships and affiliations unique to educational institutions2. It??s important to discuss with the institution that if they want to use EDA, they will need to consider how to handle existing Person Accounts, as they would need to transition to the EDA account model, which does not support Person Accounts directly1.
NEW QUESTION 14
An Admissions office wants to digitize and automate transcript requests. Currently, applicants, must follow a set of manual steps they could be more user friendly. The Admissions office wants a declaratively configured, publish facing from that created data in Salesforce.
Which solution should the consultant recommend to meet the requirement?
- A. Email-to-case
- B. Process Builder
- C. Salesforce Files
- D. App on the AppExchange
Answer: D
Explanation:
An app on the AppExchange is a solution that the consultant can recommend to meet the requirement of creating a declaratively configured, public facing form that creates data in Salesforce. An app on the AppExchange is an application that provides additional features and solutions for Salesforce. There are many apps on the AppExchange that offer form building capabilities, such as creating web forms, surveys, or quizzes, and capturing data from them in Salesforce. The consultant can help the Admissions office choose an app that meets their needs and budget. Email-to-case, Process Builder, and Salesforce Files are not solutions that can create a declaratively configured, public facing form that creates data in Salesforce. References:
✑ https://appexchange.salesforce.com/appxStore?type=App&keyword=form%20builder
✑ https://trailhead.salesforce.com/en/content/learn/modules/appexchange_basics
NEW QUESTION 15
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?
- A. Interest Tags
- B. Relationships
- C. Activity Timeline
Answer: A
Explanation:
✑ Tracking Engagement and Hobbies:
✑ Setting Up Interest Tags:
✑ Utilizing Interest Tags:
✑ Implementation Steps: References:
✑ Salesforce Education Cloud Documentation: Interest Tags
NEW QUESTION 16
The International Student Services department manages the needs of international and study-abroad students in Salesforce using the Education Data Architecture. The residence hall address information must be associated to the international student Contact and Account record.
What account model should the consultant select?
- A. Standard Account
- B. Person Account
- C. Household Account
- D. Administrative Account
Answer: B
Explanation:
Person Account is an account model that the consultant should select to meet the requirement of associating the residence hall address information to the international student Contact and Account record. Person Account is a feature that allows users to store information about individual people who are not associated with an Account, such as students or applicants. Person Account also allows users to store multiple addresses for a Contact or an Account using Address Management. The consultant should enable Person Accounts and use them to store information about international students and their residence hall addresses. Standard Account, Household Account, and Administrative Account are not account models that can meet the requirement of associating the residence hall address information to the international student Contact and Account record. References:
✑ https://help.salesforce.com/s/articleView?id=sf.accounts_person_behavior.htm&type=5
✑ https://powerofus.force.com/s/article/EDA-Addresses
NEW QUESTION 17
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