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Prepare for the Salesforce Certified Education Cloud Consultant exam with our extensive collection of questions and answers. These practice Q&A are updated according to the latest syllabus, providing you with the tools needed to review and test your knowledge.
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The questions for Education-Cloud-Consultant were last updated on Apr 1, 2025.
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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?
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 director of advancement at a small college requests report access for a dozen alumni volunteers who will call potential donors. The volunteers will use Customer Community Plus licenses. The consultant has set up a profile for the volunteers.
What should the consultant set up so the volunteers can create and edit reports as external users?
To enable external users to create and edit reports, the consultant should grant them the necessary permissions on their profile. The Create and Customize Reports permission allows users to create new reports and edit existing ones. The Report Builder permission allows users to use the report builder tool to design reports. The Edit My Reports permission allows users to edit reports that they own or have access to. The consultant should enable these permissions on the Volunteers profile to meet the requirement of the director of advancement.Reference: [Salesforce Education Cloud Academy: Consultant Fundamentals], [Report Permissions for External Users]
A university is planning an enterprise-wide implementation of Education Cloud. It has asked the consultant to do an analysis of Education Cloud functionality to identify additional apps it may need to purchase.
What is a standard feature of Education Cloud?
Student Advising is a standard feature of Education Cloud. It provides tools and functionalities to manage student advising processes, track student progress, and facilitate communication between advisors and students.
Features of Student Advising:
Advising Notes: Keep track of discussions and recommendations.
Appointment Scheduling: Allows students to schedule appointments with advisors.
Case Management: Manage and track advising cases and interventions.
Implementation:
Configure Advising Settings: Set up advising schedules, roles, and permissions.
Training: Provide training for advisors on using the advising tools within Education Cloud.
Monitoring and Reporting: Use dashboards and reports to monitor advising activities and student progress.
Salesforce Education Cloud Documentation: Student Success Hub
A Recruitment department wants to centralize its recruitment efforts and application operations, and engage with students through social channels like WhatsApp.
Which solution should the consultant recommend?
The consultant should recommend Admissions Connect as a solution to centralize its recruitment efforts and application operations, and engage with students through social channels like WhatsApp for the Recruitment department. Admissions Connect is a product that allows users to manage the entire student recruitment and admissions lifecycle, from prospecting to enrollment. Admissions Connect can help the Recruitment department centralize its recruitment efforts and application operations, and engage with students through social channels like WhatsApp by using features such as Campaigns, Applications, Application Reviews, or OmniStudio. The consultant can also leverage other tools such as Marketing Cloud or Social Studio to integrate Admissions Connect with social channels like WhatsApp. Slack, Student Success Bots, or Einstein Bots are not solutions that can centralize its recruitment efforts and application operations, and engage with students through social channels like WhatsApp for the Recruitment department. Reference:
https://www.salesforce.org/products/admissions-connect/overview/
https://www.salesforce.org/wp-content/uploads/2021/06/Salesforce.org-Admissions-Connect-Tableau-Accelerator.pdf
A university wants to use Education Cloud for student Advertising and support services.
After enabling Education Cloud and Student Success, what should the consultant do next to set up the org?
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
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