The advancement team uses Education Cloud for Advancement for its fundraising operations. The team wants a tool to help determine whether they will meet the campaign goal.
Which analytics tool should the consultant recommend?
Answer : C
CRM Analytics, formerly known as Einstein Analytics, is a powerful analytics tool within Salesforce that provides advanced data analysis and visualization capabilities. For the advancement team looking to determine whether they will meet their campaign goal, CRM Analytics can offer detailed insights into fundraising performance, donor contributions, and campaign progress. This tool allows the team to create dashboards and reports that track key metrics and help predict future outcomes based on historical data.
Education Cloud for Advancement
The Recruitment and Admissions office wants to use Salesforce to track prospective students, recruitment events, student applications, digital engagement, and interactions with prospects on their mobile devices. Prospective students communicate via SMS
on their mobile devices, social media, and email.
Which solution should the consultant recommend?
The School of Engineering is interested in a Salesforce email marketing tool that scores email activity from campaigns and mass communications, as well as individual emails sent from recruiters. Recruiters want the flexibility to send emails from their Outlook account or from Salesforce. The marketing director wants recruiters to use branded email templates.
Which solution should the consultant recommend?
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 : C
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.
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
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?
Answer : B
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.Reference: [Salesforce Education Cloud Academy: Consultant Fundamentals], [EDA Account Models]
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 university is interested in the Student Success Hub Tableau Accelerator. Which object should the consultant recommend to ensure there is data?