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A private school's advancement office is looking for a fundraising solution that will creategiving pages, process online donations and easily integrate with Salesforce.Which solution should the consultant recommend?
A. Pathways B. Experience Cloud C. Elevate D. Accounting Subledger
Answer: C
Explanation: Elevate is a suite of products that helps nonprofits and educational
institutions with online fundraising, payment processing, and accounting reconciliation.
Elevate includes Giving Pages, Payment Services, and Accounting Subledger. Giving
Pages allows organizations to create branded, mobile-friendly donation forms that can be
embedded on websites or shared through email and social media. Payment Services
enables secure and flexible payment processing for online donations, recurring gifts, and
pledges. Accounting Subledger simplifies the process of reconciling donations and
payments with the general ledger, and supports multiple currencies and tax
regulations. References:
Salesforce.org Elevate Overview
Salesforce.org Elevate Data Sheet
Prepare for Your Salesforce Education Cloud Consultant Credential
Question # 2
Career Services uses a separate event management system for its employment events’attendance and registration, and MarketingCloud to promote the event. It wants to integrate student data in Salesforce to identifyengaged prospects by matching them with event attendance, career interest, and creditcompletion 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.
The Undergraduate Admissions office needs to track new students and their current courseof study.Which Education Data Architecture (EDA) object should the consultant use to meet therequirement?
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]
Question # 4
A consultant is working with a university that uses Salesforce and wants to install theEducation Data Architecture (EDA) in that environment.What does the consultant need to do after installing EDA to ensure it is set up correctly?
A. Assign EDA layouts to the Cases object. B. Assign EDA access to a cloned System Admin profile. C. Make the EDA record types available to profiles. D. Create and assign roles to all users who have access to EDA.
Answer: C
Explanation: After installing EDA, the consultant needs to make the EDA record types
available to profiles that need to access them. This is because EDA comes with several
custom record types for standard objects, such as Account, Contact, Course, and Program Enrollment. These record types enable different views and fields for different types of
records, such as Household, Student, Faculty, Course Offering, and Program Enrollment.
By default, these record types are not assigned to any profiles, so the consultant needs to
manually assign them to the appropriate profiles based on the business requirements and
user roles of the university. This will ensure that the users can see and use the EDA record
types and fields correctly and efficiently. References: Education Data Architecture
Basics, Assign Record Types to Profiles
Question # 5
An elementary school plans to implement the K-12 Architecture Kit in a new org. Theschool wants to be able to send SMS messages to parents.Which solution should the consultant recommend to meet the requirement?
A. Marketing Cloud B. App on the AppExchange C. Education Data Architecture
Answer: B
Explanation:
The K-12 Architecture Kit does not have a native feature to send SMS messages to
parents. However, there are several apps on the AppExchange that can provide this
functionality, such as Mogli SMS1, SMS Magic, or Twilio for Salesforce. These apps can
integrate with Salesforce and allow users to send and receive SMS messages from within
the platform. The consultant should recommend the school to explore the available apps on
the AppExchange and choose the one that best suits their needs and budget.
Marketing Cloud is a Salesforce solution that provides digital marketing tools, such as
email, mobile, social, and web. Marketing Cloud can also send SMS messages to contacts,
but it is a more complex and expensive solution than an app on the AppExchange.
Marketing Cloud may not be necessary for the school’s requirement of sending simple
SMS messages to parents. Education Data Architecture (EDA) is a Salesforce solution that
provides a flexible data architecture for educational institutions. EDA does not have a
native feature to send SMS messages either.
References:
1: 7 obstacles & text messaging solutions for K-12 school … - Mogli1
: SMS-Magic Converse Text Messaging - AppExchange
: Twilio for Salesforce - AppExchange
: Marketing Cloud Overview - Salesforce
: Education Data Architecture Overview - Salesforce
Question # 6
The Advancement office wants to replace its legacy system with Salesforce and has hireda 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.
Question # 7
The Alumni Relations department wants to track alumni and its chapter memberships. Thedepartment wants to easily see thePrimary Chapter on the Contact record. The system admin prefers to use the standardfeatures that are available with Education DataArchitecture (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 PrimaryChapter 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
Question # 8
A college is experiencing a disconnect between the Advancement and Financedepartments which causes a delay in the allocation of donations. The college wants tosynchronize fundraising data between these two offices.Which solution should a consultant recommend?
A. Financial Services Cloud B. Payment Services C. Accounting Subledger
Answer: C
Explanation: 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
The Admissions office sends 25 email 10 students slarty. The Director of needs to managecohorts of prospective students and automate personalized emails.Which two solutions should the consultant recommend to meet the requirement?Choose 2 answers
A. Journey Builder B. Salesforce Campaigns C. Datarama D. Salesforce Inbox
Answer: A,B
Explanation: The consultant should recommend Journey Builder and Salesforce
Campaigns to meet the requirement of managing cohorts of prospective students and
automating personalized emails. Journey Builder is a tool that allows users to design and
automate customer journeys across channels, such as email, mobile, social, and web.
Salesforce Campaigns is a feature that helps users track and measure the effectiveness of
marketing initiatives, such as email campaigns, events, webinars, etc. By using Journey
Builder and Salesforce Campaigns together, the Admissions office can create and execute
targeted email campaigns for different segments of prospective students, based on their
interests, preferences, behaviors, and interactions. The email campaigns can also be
personalized with dynamic content, such as student names, program names, deadlines,
etc. Additionally, the Admissions office can monitor and analyze the performance of the
email campaigns, such as open rates, click rates, conversions, etc., and optimize them
accordingly. References: Journey Builder Basics, Salesforce Campaigns, Create and Send
Targeted Email Campaigns
Question # 10
A primary school has switched to remote learning and wants to track student well-being,technology needs, and various family situations needing attention.Which Education Cloud solution meets this requirement?
A. Student Success Hub B. Pathways C. K-12 Architecture Kit D. Admissions Connect
Answer: A
Explanation:
Student Success Hub is a solution that enables schools to provide holistic support for
students and families, especially in remote learning scenarios. It allows schools to create
and track interventions, referrals, and services for students based on their needs and
goals. It also provides dashboards and reports to monitor student progress and outcomes.
Student Success Hub is built on top of the Education Data Architecture (EDA) and
leverages the Program Management Module (PMM) and the Case Management Module
(CMM) to deliver a comprehensive student support system. References:
Student Success Hub
Student Success Hub Implementation Guide
Student Success Hub Trailhead Module
Question # 11
A university's Alumni Relations office is replacing its legacy system with Salesforce. Theconsultant needs to load a large volume ofalumni Contact records into a new Salesforce environment.Which action should the consultant take?
A. Set the Account and Contact's sharing to Public Read/Write before the data load. B. Set the Account and Contact's sharing to Private before the data load. C. Load record owners after the Account and Contact data load Is complete.
Answer: B
Explanation:
The action that the consultant should take when loading a large volume of alumni Contact
records into a new Salesforce environment is B. Set the Account and Contact’s sharing to
Private before the data load1. This is because setting the sharing to Private can improve
the performance and speed of the data load, as it reduces the number of sharing
calculations and recalculations that Salesforce has to perform during the process. Setting
the sharing to Private can also prevent unauthorized access and visibility of the data by
other users until the data load is complete and verified2.
A. Set the Account and Contact’s sharing to Public Read/Write before the data load and C.
Load record owners after the Account and Contact data load is complete are not valid
actions for this scenario. Setting the sharing to Public Read/Write can degrade the
performance and speed of the data load, as it increases the number of sharing calculations
and recalculations that Salesforce has to perform during the process. Setting the sharing to
Public Read/Write can also expose the data to other users who may not have the appropriate permissions or roles to view or edit the data2. Loading record owners after the
Account and Contact data load is complete can cause errors and inconsistencies in the
data, as the record owners are required fields for the Account and Contact objects. Loading
record owners after the data load can also trigger unnecessary workflows and validations
that can affect the data quality and integrity3.
Question # 12
A university plans to use Salesforce for its recruitment and admissions process and needsto integrate it with the Student Information System (SIS).Which step should the consultant take initially?
A. Disable Trigger Handler records. B. Define the process. C. Use the Data Import Wizard.
Answer: B
Explanation:
The initial step that the consultant should take when planning to integrate Salesforce with
the Student Information System (SIS) is B. Define the process1. This means that the
consultant should identify the business requirements, use cases, and scenarios that the
integration should support, such as data synchronization, data transformation, data
validation, error handling, etc. The consultant should also determine the scope, frequency,
direction, and volume of the data exchange, as well as the security and performance
considerations2.
A. Disable Trigger Handler records and C. Use the Data Import Wizard are not valid steps
for the initial integration planning. Disabling Trigger Handler records is a step that may be
required when installing the Education Data Architecture (EDA) package in an existing
Salesforce org, as it can prevent conflicts with existing triggers and workflows3. However,
this is not related to the integration with the SIS. Using the Data Import Wizard is a tool that
can be used to import data from external sources into Salesforce, such as accounts,
contacts, leads, etc4. However, this is not a step for the initial integration planning, but
rather a possible option for the data migration or loading.
Question # 13
The IT administrator at a university would like to understand the Table-Driven TriggerManagement (TDTM) framework in the Education Data Architecture (EDA).What is a benefit the consultant should discuss with the client?
A. TDTM prevents custom triggers. B. TDTM mitigates data skew. C. TDTM controls the order in which operations execute.
Answer: C
Explanation: TDTM is a framework that allows administrators to customize the behavior of
Education Data Architecture (EDA) by defining triggers, classes, and custom
settings2. One of the benefits of TDTM is that it controls the order in which operations
execute, which can improve performance and avoid conflicts or errors2. For example,
TDTM can ensure that account names are updated before affiliations are created, or that
contact roles are deleted before opportunities are closed2. References: Salesforce
An Advancement office is evaluating the automation capabilities of the Education DataArchitecture (EDA). The office needs to be able to identify inactive addresses and havethem sync to the contact record.How should the consultant meet this requirement?
A. Set the inactive address on the Contact record through integration. B. Select the "Inactive" checkbox on the Address record. C. Develop a custom trigger to update the Contact record.
Answer: B
Explanation: The Education Data Architecture (EDA) provides a feature to track and
manage multiple addresses for contacts and accounts using the Address object1. The
Address object has a field called “Inactive” that indicates whether the address is currently in
use or not2. By selecting the “Inactive” checkbox on the Address record, the consultant can
mark the address as inactive and have it sync to the contact record. The contact record will
then show the inactive address in the Mailing Address field, with a strike-through line to
indicate that it is no longer valid3.
Setting the inactive address on the contact record through integration is not a
recommended solution, as it would bypass the EDA address management feature and
create inconsistency between the contact and address records. Developing a custom
trigger to update the contact record is also not necessary, as EDA already provides a builtin
mechanism to handle inactive addresses using the Address object.
References:
1: Understand Addresses in EDA - Salesforce
2: EDA Object Reference - Salesforce
3: Manage Simple Changes to Address Records - Salesforce
Question # 15
A university is working with a consultant to install and configure the Education DataArchitecture (EDA). The university uses the Default Account Model. The university wantsaccounts to include the first and last name of each contact at the time the contact iscreated.Which action should the consultant take in EDA Settings to meet this requirement?
A. Select the Run Backfill button. B. Edit Administrative Account Name Format. C. Set the Account Model to Household.
Answer: B
Explanation:
The Default Account Model in EDA creates one account for each contact and names it after the contact’s full name. However, if the contact’s name changes, the account name does
not update automatically. To meet the requirement of including the first and last name of
each contact at the time the contact is created, the consultant should edit the
Administrative Account Name Format in EDA Settings. This allows the consultant to define
a custom formula for naming accounts based on contact fields. For example, the formula
could be FirstName & " " & LastName. References: [Salesforce Education Cloud Academy:
Consultant Fundamentals], [EDA Account Naming]
Question # 16
A university's IT department is setting up an integration between the student informationsystem (SIS) and the Education Data Architecture (EDA). The SIS integration will sendstudents' academic major, status, and dates.Which Salesforce object should this be mapped to?
A. Course Connection B. Education History C. A Program Enrollment
Answer: C
Explanation:
A Program Enrollment object in EDA is used to track a student’s registration in an
academic program or course of study, including information such as registration dates, status, credits earned, and GPA1. A Course Connection object is used to track a student’s
enrollment in a specific course offering, including information such as role, grade, and
attendance2. An Education History object is used to track a student’s previous education
records, such as schools attended, degrees earned, and test scores3. References:
1: Education Data Architecture Documentation - Salesforce1
2: EDA Object Reference - Salesforce4
3: EDA Object Reference - Salesforce4
Question # 17
The Financial Aid department of a college uses Student Success Hub. Students need theability to schedule an appointment with any financial aid advisor.Which object should the consultant configure in Student Success Hub to meet thisrequirement?
A. Advising Pools B. Public Groups C. EDA Relationships
Answer: A
Explanation: 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.
A school wants to use the K-12 Architecture Kit to track elementary students and theirparents. Which consideration about the K-12 Architecture Kit should the consultant discusswith the school?
A. It requires Experience Cloud. B. It is built on the Education Data Architecture. C. It is built on Nonprofit Success Pack.
Answer: C
Explanation: The consultant should discuss with the school that K-12 Architecture Kit is
built on Nonprofit Success Pack as a consideration about K-12 Architecture Kit when using
it to track elementary students and their parents. K-12 Architecture Kit is a product that
provides a flexible and scalable data architecture for K-12 schools to manage their student
lifecycle. K-12 Architecture Kit is built on Nonprofit Success Pack, which is a product that
provides a data architecture for nonprofit organizations to manage their constituents and
donors. K-12 Architecture Kit extends Nonprofit Success Pack by adding objects and
features such as Contacts, Accounts, Relationships, Affiliations, Attendance Events, or
Behavior Responses. The consultant should discuss with the school that K-12 Architecture
Kit is built on Nonprofit Success Pack as a consideration about K-12 Architecture Kit when
using it to track elementary students and their parents by explaining the benefits and
challenges of using Nonprofit Success Pack for a K-12 school, such as data model,
terminology, or configuration. It requires Experience Cloud, it is built on EDA, or it is built on
Admissions Connect are not considerations about K-12 Architecture Kit that the consultant
should discuss with the school when using it to track elementary students and their
Where can a customer access the open-source common sprint project code repositories?
A. Trailblazer Community B. Partner Community C. GitHub
Answer: C
Explanation: GitHub is a web-based platform that hosts open-source code repositories for
developers to collaborate on projects1. Customers can access the common sprint project
code repositories on GitHub by visiting the Salesforce.org Open Source Commons
organization page2. There, they can find various community projects stemming from
Salesforce.org Open Source Community Sprints, such as Data Generation Toolkit,
Outbound Funds Module, and Membership Schema and Benefits2. These projects are
compatible with Education Cloud and can be used to extend its functionality and
features. References:
1: What is GitHub? - GitHub Docs3
2: Salesforce.org Open Source Commons - Community Sprint Projects4
Question # 20
University Investment Services (UIS) is an internal department that manages the universityendowment through financial investments. It operates independently of the university andonly works with investment companies and financial institutions. UIS is interested in a CRMthat will track investment companies, its company Contacts. Leads, Opportunities, andActivities.Which solution should the consultant recommend?
A. Sales Cloud B. Education Data Architecture C. Financial Services Cloud
Answer: C
Explanation:
Financial Services Cloud is a Salesforce solution that is designed for the financial services
industry, including wealth and asset management, banking, and insurance1. Financial
Services Cloud provides features and functionality that are tailored to the needs of UIS, such as:
Tracking investment companies and their contacts as financial accounts and
account members2.
Managing leads, opportunities, and activities with standard Salesforce objects and
tools3.
Leveraging Einstein AI to surface insights and recommendations for investment
opportunities4.
Integrating with core financial systems and data sources using prebuilt connectors
and accelerators5.
Sales Cloud is a general-purpose CRM solution that does not have the specific features
and functionality for the financial services industry6. Education Data Architecture (EDA) is a
Salesforce solution that is designed for the education sector, including K-12 and higher
education institutions7. EDA does not have the specific features and functionality for the
7: Education Data Architecture Overview - Salesforce
Question # 21
A university is interested in using Student Success Hub and a calendar integration tool to sync student appointments with the faculty advisors' Google accounts. What should the consultant recommend?
A. A third-party app B. Salesforce Scheduler C. Einstein Activity Capture
Answer: A
Explanation:
A third-party app is the best option for syncing student appointments with the faculty
advisors’ Google accounts. Student Success Hub does not have a native calendar
integration tool that can sync with Google Calendar5. Salesforce Scheduler is a tool that
allows customers to schedule appointments with service providers, but it does not integrate
with Google Calendar either6. Einstein Activity Capture is a tool that syncs emails and
events between Salesforce and Gmail or Microsoft Exchange, but it does not work with
Student Success Hub appointments7. Therefore, a third-party app that can connect
Student Success Hub and Google Calendar is the most suitable solution. References:
