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| Section | Weight | Objectives |
|---|---|---|
| Integration and Data Management | 16% | - Data quality, deduplication, governance - Integration methods and tools - External systems and third-party apps |
| Analytics and Reporting | 7% | - Leverage Salesforce reporting features - Reports, dashboards, and analytics for education |
| Education Data Architecture (EDA) | 22% | - EDA data model, standard and custom objects - Relationships, data integrity, extending EDA - Data migration and integration considerations |
| Solution Design | 19% | - Account and contact models for education - Security, sharing, and access design - Design scalable, maintainable solutions |
| Domain Expertise | 18% | - Recruitment, admissions, student experience, advancement, alumni relations - Education Cloud capabilities and use cases - Education industry processes and needs |
| Implementation Strategies and Best Practices | 18% | - Change management and adoption - Configuration vs customization - Project lifecycle: plan, gather requirements, design, build, test, deploy, optimize |
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NEW QUESTION # 17
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?
Answer: A
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 # 18
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?
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. Reference:
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 # 19
An institution's Office of Career Services wants a solution that allows students to schedule appointments with any available .......... directly from a portal.
Which feature should the consultant recommend to meet the requirement?
Answer: A
Explanation:
Advising Pools is a feature that allows students to schedule appointments with any available advisor directly from a portal. Advising Pools enables advisors to set their availability and preferences, and students to see which advisors match their needs and book appointments accordingly. Email to Case, Success Teams, and Early Alerts are not features that allow students to schedule appointments with advisors from a portal. Reference:
https://help.salesforce.com/s/articleView?id=sf.eda_advising_pools.htm&type=5
https://www.salesforce.org/blog/advising-pools-for-higher-ed/
NEW QUESTION # 20
An Advancement office wants a declaratively configured, public-facing form that creates data in Salesforce.
Which solution should the consultant recommend to meet the requirement?
Answer: B
Explanation:
The consultant should recommend an app on the AppExchange to create a declaratively configured, public-facing form that creates data in Salesforce, such as FormAssembly or Formstack, which are web form builders that integrate with Salesforce. Process Builder is a tool that automates business processes based on certain criteria or actions, not a form builder. Email-to-case is a feature that converts emails from customers into cases in Salesforce, not a form builder. Reference:
https://appexchange.salesforce.com/appxStore?type=Product&keywords=form
https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5
NEW QUESTION # 21
The director of retention wants to use Advisor Link to track early alerts, help students schedule appointments with their advisers, and create program plans.
Which two options are required to use Advisor Link?
Choose 2 answers.
Answer: A,B
Explanation:
Customer Community Plus and Education Data Architecture (EDA) are two options that are required to use Advisor Link. Customer Community Plus is a license type that enables users to access Advisor Link features such as early alerts, appointments, and program plans from a portal. EDA is a data model that provides the foundation for Advisor Link and other education solutions. Person Accounts and Lightning Scheduler are not required to use Advisor Link. Reference:
https://help.salesforce.com/s/articleView?id=sf.eda_advisor_link_requirements.htm&type=5
https://www.salesforce.org/advisor-link/
NEW QUESTION # 22
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