A school for continuing education needs to track program costs within its budget and related revenue streams each program brings to the school.
Which Salesforce solution should the consultant consider?
Correct Answer:B
The consultant should consider Program Management Module as a Salesforce solution to track program costs within its budget and related revenue streams
each program brings to the school for the school for continuing education. Program Management Module is a product that allows users to manage programs, services, or interventions for their constituents. Program Management Module can help the school for continuing education track program costs within its budget and related revenue streams each program brings to the school by using features such as Programs, Services, Service Deliveries, or Service Reports. The consultant can also leverage other tools such as reports, dashboards, or formulas to track and analyze program costs and revenue streams. Accounting Subledger, Grants Management, or Marketing Cloud are not Salesforce solutions that can track program costs within its budget and related revenue streams each program brings to the school for the school for continuing education. References:
✑ https://www.salesforce.org/products/program-management-module/overview/
✑ https://powerofus.force.com/s/article/PMM-Overview
Major gift officers at an institution are feeling overwhelmed by the large set of portfolios they have to manage. They want to send mass emails to constituents in their territories and automate donor prospect prioritization based on engagement and specified criteria.
Which solution should a consultant recommend?
Correct Answer:C
Salesforce Inbox is a solution that a consultant can recommend to major gift officers who want to send mass emails to constituents in their territories and automate donor prospect prioritization based on engagement and specified criteria. Salesforce Inbox integrates email and calendar with Salesforce, allowing users to track email opens, clicks, and replies, sync events and tasks, and create and update records from their inbox. Salesforce Inbox also supports Einstein Activity Capture, which automatically logs email and calendar activity to the relevant records in Salesforce, and Einstein Lead Scoring, which assigns a score to each lead based on their profile and behavior2. Salesforce Inbox can help major gift officers save time, increase productivity, and focus on the most promising prospects.
Account Engagement and Salesforce Engage are not valid solutions for this scenario. Account Engagement is a feature of Education Cloud that allows users to score and grade accounts based on their engagement and fit with the institution3. However, Account Engagement does not support mass email or automation of donor prospect prioritization. Salesforce Engage is a feature of Pardot that allows users to send personalized emails to prospects and track their interactions4. However, Salesforce Engage is not designed for nonprofit or education use cases, and it requires a Pardot license.
The Accessible Education office needs to track accommodations made for students disability and accessibility needs.
How should the consultant design the Salesforce environment to meet the requirement?
Correct Answer:B
The consultant should design the Salesforce environment to meet the requirement of tracking accommodations made for students?? disability and accessibility needs by leveraging the Attribute object. The Attribute object is an object in EDA that allows users to store information about a Contact??s characteristics, preferences, or needs, such as language, ethnicity, or disability. The consultant can leverage the Attribute object to track accommodations made for students?? disability and accessibility needs by creating Attribute records for each student and associating them with their Contact records. Using the Behavior Response object, configuring a custom object, or creating custom fields on the Contact object are not ways to design the Salesforce environment to meet the
requirement of tracking accommodations made for students?? disability and accessibility needs. References:
✑ https://powerofus.force.com/s/article/EDA-Attributes
✑ https://powerofus.force.com/s/article/EDA-Attributes-Create
An Admissions office is using Education Cloud to manage its student application review process. The office needs to make sure students cannot edit applications after the submission deadline.
Which two features could the consultant use to meet this requirement?
Correct Answer:A
✑ Using OmniStudio FlexCard:
✑ Applying Validation Rule:
✑ Steps to Implement:
✑ Testing: References:
✑ Salesforce OmniStudio Documentation: Creating FlexCards
✑ Salesforce Help: Validation Rules
Where should the consultant go to configure Primary Affiliation fields on the Contact record in the Education Data Architecture (EDA)?
Correct Answer:C
Affiliation Mappings are used to automatically create and populate the Primary Affiliation field on the Contact record based on the Account record type of the related Affiliation. For example, if a Contact has an Affiliation with an Account of record type ??Academic Program??, the Primary Affiliation field on the Contact record will be populated with that Account name. The consultant can go to Affiliation Mappings in EDA Settings to configure which Account record types should trigger this behavior and which fields should be used to store the Primary Affiliation. References:
✑ Education Data Architecture Basics - Unit 3: Affiliations and Relationships
✑ EDA Documentation - Affiliation Mappings