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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Integration and Data Management | 16% | - Use EDA and data tools effectively - Data migration, quality, governance, and volume management - Assess integration requirements and strategies with external systems |
| Topic 2: Implementation Strategies and Best Practices | 18% | - Governance, change management, staffing, deployment, and adoption best practices - Plan, gather requirements, design, build, test, document, deploy, and optimize solutions |
| Topic 3: Solution Design | 19% | - Evaluate account and contact models, data relationships, and scalability - Design for student lifecycle management - Design solutions aligned with educational processes and data models |
| Topic 4: Analytics | 7% | - Design and implement reports and dashboards for education stakeholders - Apply CRM Analytics and reporting solutions for education use cases |
| Topic 5: Domain Expertise | 18% | - Determine solution set for customer requirements: marketing, engagement, recruitment, admissions, student experience, advancement, alumni relations - Explain Education Cloud solutions for K-12 institutions |
| Topic 6: Education Cloud Configuration | 22% | - Install and configure Salesforce Education solutions - Work with Education Data Architecture (EDA) setup and configuration - Understand capabilities, features, and compatibility with other Salesforce products |
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NEW QUESTION # 21
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?
Answer: C
Explanation:
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/te
NEW QUESTION # 22
Which object should be configured for all student and support staff interactions, activities, and assigned support staff?
Answer: C
Explanation:
Case is an object that should be configured for all student and support staff interactions, activities, and assigned support staff. Case is an object that represents a request or an issue that requires resolution or assistance from an organization. Case can be used to track various information about a student's request or issue, such as status, priority, category, or resolution. The consultant can configure Case for all student and support staff interactions, activities, and assigned support staff using features such as Case Assignment Rules, Case Escalation Rules, or Case Teams. Relationships, Account, and Advising Pools are not objects that should be configured for all student and support staff interactions, activities, and assigned support staff. Reference:
https://help.salesforce.com/s/articleView?id=sf.cases_overview.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/service_basics/service_basics_cases
NEW QUESTION # 23
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.
Answer: C,D
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 # 24
The Advancements Office wants Salesforce to automatically create a supporters' score based on their donation amount, giving capacity, giving history, and relationship type to the university.
Which Salesforce solution should the consultant recommend?
Answer: A
Explanation:
Explanation
Einstein Prediction Builder is a Salesforce solution that the consultant can recommend to automatically create a supporters' score based on their donation amount, giving capacity, giving history, and relationship type to the university. Einstein Prediction Builder allows the consultant to create custom predictive models without code, using fields from any object as inputs and outputs. Tableau CRM, Nonprofit Success Pack, and Insights Platform Data Integrity are not Salesforce solutions that can create a supporters' score based on the given criteria. References:
https://help.salesforce.com/s/articleView?id=sf.bi_prediction_builder_overview.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/prediction_builder_basics
NEW QUESTION # 25
University Investment Services (UIS) is an internal department that manages the university endowment through financial investments. It operates independently of the university and only works with investment companies and financial institutions. UIS is interested in a CRM that will track investment companies, its company Contacts. Leads, Opportunities, and Activities.
Which solution should the consultant recommend?
Answer: A
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 financial services industry either.
Reference:
1: Financial Services Cloud Overview - Salesforce8
2: Financial Services Cloud Data Model - Salesforce
3: Financial Services Cloud User Guide - Salesforce
4: Einstein for Financial Services Cloud - Salesforce
5: Financial Services Cloud Integration Guide - Salesforce
6: Sales Cloud Overview - Salesforce
7: Education Data Architecture Overview - Salesforce
NEW QUESTION # 26
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