Question # 1 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?
A. Implement Nonprofit Success Pack (NPSP).B. Start solution design during a discovery session.C. Prioritize the organization's initiatives.
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C. Prioritize the organization's initiatives.
Answer Description 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 # 2 A high school recently implemented the K-12 Architecture Kit and wants to track student absences from class and midyear grades. Which two objects should the consultant use to address these requirements? Choose 2 answers.
A. Behavior Involvement
B. Program Enrollment
C. Term Grade
D. Attendance Event
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C. Term Grade
D. Attendance Event
Question # 3 A consultant needs to migrate information from a university's legacy system and reference the corresponding Education Data Architecture (EDA) objects and fields in Salesforce. What should the consultant reference to complete this task?
A. EDA Data Dictionary
B. Lightning Connect
C. Data Loader
D. EDA Settings
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Question # 4 A consultant needs to import a large volume of records into a university's Salesforce production environment that has the Education Data Architecture (EDA). The import file already defines Account and Address information. The university's environment has a private sharing model and several sharing rules.
Which of these temporary actions should the consultant take before importing the data?
A. Disable sharing rules using TDTM.B. Change the account model to Household.C. Disable unnecessary code using Table-Driven Trigger Management (TDTM).
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C. Disable unnecessary code using Table-Driven Trigger Management (TDTM).
Question # 5 A university's Advancement office plans to implement the Education Data Architecture to manage its alumni, donors, and supporters. The university wants to set up a system default that will automatically create a family record when a Contact record is created by staff members.
Which Default Account Model should the consultant recommend?
A. HouseholdB. AdministrativeC. Educational InstitutionD. Person
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A. Household
Answer Description Explanation: The consultant should recommend Household as the Default Account Model for the university’s Advancement office that plans to implement EDA to manage its alumni, donors, and supporters. Household is an account model that allows users to store information about individuals who are related by family or household relationships, such as spouses or siblings. Household can be used to track various information about an individual or a family unit, such as name, email, phone, address, or total household income. The consultant can help the university set up Household as the Default Account Model in EDA Settings so that a family record will be automatically created when a Contact record is created by staff members. Administrative, Educational Institution, and Person are not account models that can meet the requirement of setting up a system default that will automatically create a family record when a Contact record is created by staff members.
Question # 6 How should a consultant document risk for a customer in an Education Cloud implementation? A. Configure an Early Alert to notify stakeholders.B. Maintain a project health dashboard.C. Recommend a Center of Excellence.D. Share Salesforce resources with the customer.
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B. Maintain a project health dashboard.
Answer Description Explanation: The consultant should document risk for a customer in an Education Cloud implementation by maintaining a project health dashboard. A project health dashboard is a tool that provides a visual representation of the status and progress of a project, such as key milestones, deliverables, issues, or risks. A project health dashboard can help the consultant document risk for a customer in an Education Cloud implementation by identifying and tracking potential threats or challenges that may affect the project scope, timeline, budget, or quality, and providing mitigation strategies or contingency plans.
Configuring an Early Alert, recommending a Center of Excellence, or sharing Salesforce resources with the customer are not ways to document risk for a customer in an Education Cloud implementation.
Question # 7 A consultant is setting up Student Success Hub for a university. A Contact record has already been created for a student.
Which two steps should a consultant take to set up a student in Student Success Hub? Choose 2 answers
A. Create a Student Case record.B. Create a User record.C. Create a Household Account record.D. Create an Administrative Account record.
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A. Create a Student Case record.D. Create an Administrative Account record.
Answer Description Explanation: The consultant should create a Student Case record and an Administrative Account record to set up a student in Student Success Hub. Student Case is an object that represents a student’s request for assistance or support from an advisor or a counselor.
Student Case can be used to track various information about a student’s issue, such as status, priority, category, or resolution. The consultant should create a Student Case record for each student who needs assistance or support from Student Success Hub.
Administrative Account is an account model that allows users to store information about individuals who are related to an educational institution, such as students, faculty, staff, or alumni. Administrative Account can be used to track various information about an individual, such as name, email, phone, or address. The consultant should create an Administrative Account record for each student who is enrolled in the educational institution. Creating a User record or a Household Account record are not steps to set up a student in Student Success Hub.
Question # 8 Career Services uses a separate event management system for its employment events’ attendance and registration, and Marketing
Cloud to promote the event. It wants to integrate student data in Salesforce to identify engaged prospects by matching them with event attendance, career interest, and credit completion toward an academic major.
Which integration direction should the consultant recommend?
A. Two-way integration between the event system and Marketing CloudB. One-way integration between Marketing Cloud and the event systemC. Two-way integration between the event system and Salesforce
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C. Two-way integration between the event system and Salesforce
Answer Description 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.
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