Salesforce Education Cloud Consultant Salesforce Certified Education Cloud Consultant Exam Practice Test

Answer : B

Measuring Implementation Success:

The percentage of staff logins each month is a strong indicator of user adoption and engagement with the new system. High login rates suggest that staff members are regularly using Education Cloud for their daily tasks.

Why Percentage of Staff Logins:

User Adoption: Frequent logins indicate that staff are actively using the system, which is critical for the success of the implementation.

Engagement: High engagement rates reflect that the staff find the system useful and are leveraging it to manage their workflows.

Data Accuracy: Regular use ensures that data entered into the system is current and accurate, improving overall data quality.

How to Track:

Login Reports: Create reports in Salesforce to track the number of logins by staff members each month.

Dashboards: Set up dashboards to visualize login trends and identify patterns or areas needing improvement.

Steps to Implement:

Create Login Report:

Navigate to the Reports tab and create a new report based on the User Login History object.

Include fields such as User Name, Login Date, and Login Time.

Group the data by month to calculate the percentage of active users.

Set Up Dashboard:

Create a dashboard that displays the login data.

Use charts and graphs to visualize the percentage of staff logins each month.

Salesforce Documentation: User Login History

Salesforce Help: Creating Reports and Dashboards

Answer : B

Understanding Licensing Requirements:

Full-time recruitment staff need access to Opportunity and Campaign Member objects, which are part of core Salesforce functionalities.

Salesforce Platform licenses have limitations on access to certain standard objects such as Opportunities and Campaigns, which are essential for the recruitment use case.

Business Use Case for Full Salesforce License:

Opportunity Management: Recruitment staff need to manage opportunities related to student admissions and engagement.

Campaign Management: Access to Campaign Members allows recruitment staff to track and manage student participation in various recruitment campaigns.

Advanced CRM Functionalities: Full Salesforce licenses provide access to all Salesforce CRM capabilities, which are necessary for comprehensive recruitment operations.

Cost Considerations:

While full Salesforce licenses are more expensive than platform licenses, they provide the necessary functionality without limitations.

Discuss potential volume discounts or bundling options with Salesforce to mitigate costs.

Implementation Steps:

License Assignment: Ensure that full Salesforce licenses are assigned to recruitment staff.

Training: Provide training to recruitment staff on how to effectively use Opportunities and Campaign Members.

Customization: Customize Salesforce to meet specific recruitment needs, leveraging Opportunities and Campaign functionalities.

Salesforce Licensing Guide: Salesforce Licenses

Answer : C

Centralizing Recruitment Efforts: Service Cloud provides a robust platform for managing and automating recruitment processes, including case management, communication tracking, and applicant management.

Digital Engagement: The Digital Engagement add-on for Service Cloud enables institutions to engage with students through various social channels, including WhatsApp, SMS, and more.

Solution Set Benefits:

Service Cloud: Offers tools for managing and automating recruitment processes, tracking applicant progress, and maintaining communication logs.

Digital Engagement: Facilitates multi-channel communication, allowing recruitment teams to interact with students on their preferred platforms like WhatsApp.

Implementation Steps:

Enable Service Cloud: Ensure Service Cloud is enabled in the org.

Set Up Digital Engagement:

Navigate to Setup and enable Digital Engagement.

Configure channels such as WhatsApp, SMS, etc., by following the setup wizards and integrating them with the existing Service Cloud setup.

Customize to Fit Recruitment Needs: Tailor the solution to meet specific recruitment workflows and requirements.

Training and Adoption: Provide training to the recruitment team on how to use the new tools and monitor adoption to ensure they leverage the system effectively.

Salesforce Documentation: Service Cloud

Salesforce Documentation: Digital Engagement

Answer : B

Understanding Account Models in Education Cloud: Education Cloud typically uses the Administrative Account model to manage relationships and hierarchies between contacts (students, parents, etc.) and accounts (departments, institutions, etc.).

Administrative Account Model: This model allows educational institutions to maintain a structured and organized view of their data, which is essential for managing various relationships and processes within the institution.

Migration Considerations:

Data Mapping: Map existing data fields from the previous Education Data Architecture (EDA) to the new Administrative Account model.

Customizations: Ensure that any custom objects or fields are compatible with the Administrative Account model.

Testing: Rigorously test the migrated data to ensure integrity and accuracy.

Steps to Implement:

Data Export: Export data from the EDA org.

Data Transformation: Transform the data to fit the Administrative Account model structure.

Data Import: Import the transformed data into the new Education Cloud instance.

Validation: Verify that the data aligns with the Administrative Account model and functions as expected.

Salesforce Education Cloud Documentation: Salesforce Help: Administrative Account Model

Answer : C

Enabling Education Cloud and Student Success Hub: Once Education Cloud and Student Success Hub are enabled, the next critical step is ensuring that the correct permission sets and licenses are in place.

Permission Set Licenses: Permission set licenses are crucial as they determine the specific features and functionalities that users can access within Salesforce. Ensuring the right permissions are granted helps in managing data access and user roles effectively.

Configuration Steps:

Navigate to Setup.

In the Quick Find box, type Permission Set Licenses.

Verify that the appropriate licenses are available and assign them to users as needed.

Assigning Permission Sets:

Go to Setup > Permission Sets.

Review and assign the necessary permission sets (e.g., Student Success Hub) to the relevant users.

Validation: Ensure that users have the correct access by logging in as a user and checking if they can see and interact with the necessary components of Education Cloud.

Salesforce Education Cloud Documentation: Salesforce Help: Permission Set Licenses

Answer : A

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.Reference:

Student Success Hub

Student Success Hub Implementation Guide

Student Success Hub Trailhead Module

Answer : B

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 beFirstName & ' ' & LastName.Reference: [Salesforce Education Cloud Academy: Consultant Fundamentals], [EDA Account Naming]