The director of finance needs a solution that aligns pledges and donations captured in Salesforce with Gift Entry Manager (GEM) with the institution's finance system.
Which solution should the consultant recommend to meet the requirement?
Correct Answer:C
Accounting Subledger is a solution that the consultant can recommend to align pledges and donations captured in Salesforce with GEM with the institution??s finance system. Accounting Subledger allows the institution to create accounting-ready data from Salesforce and export it to their finance system. Accounting Subledger also provides reports and dashboards that show the reconciliation status and discrepancies between Salesforce and the finance system. Using the Bulk API, using Salesforce Connect, and installing Outbound Fund Module are not solutions that can align pledges and donations captured in Salesforce with GEM with the institution??s finance system. References:
✑ https://www.salesforce.org/nonprofit/accounting-subledger/
✑ https://www.salesforce.org/wp-content/uploads/2020/08/Accounting-Subledger- Data-Sheet.pdf
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
Correct Answer:AD
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. References:
✑ https://www.salesforce.org/products/student-success-hub/overview/
✑ https://powerofus.force.com/s/article/SSHub-Student-Cases
✑ https://powerofus.force.com/s/article/EDA-Accounts
The Undergraduate Admissions office needs to track new students and their current course of study.
Which Education Data Architecture (EDA) object should the consultant use to meet the requirement?
Correct Answer:A
Program Enrollment is an EDA object that tracks the enrollment of a student in a specific program or course of study. It can store information such as the program name, start and end dates, status, and credits earned. The consultant should use this object to meet the requirement of tracking new students and their current course of study for the Undergraduate Admissions office. References: [Salesforce Education Cloud Academy: Consultant Fundamentals], [EDA Data Model]
What is the correct order of operations to ensure customer success in an Education Cloud implementation?
Correct Answer:C
The correct order of operations to ensure customer success in an Education Cloud implementation is:
✑ Conduct Discovery Workshops: This is the first step where the consultant gathers information and requirements from the customer and stakeholders through interviews, surveys, or observations.
✑ Document Current State: This is the second step where the consultant analyzes and documents the current processes and systems that the customer uses and identifies gaps and opportunities for improvement.
✑ Generate Solution Design: This is the third step where the consultant creates and presents a solution design document that outlines how Salesforce will meet the customer??s requirements and expectations, and defines the scope, timeline, and budget of the project.
✑ Write Test Scripts & Plans: This is the fourth step where the consultant writes test scripts and plans that describe how to test the functionality and usability of the solution in different scenarios and conditions, and defines the success criteria and exit criteria for testing.
✑ Build Solution & Test: This is the fifth step where the consultant builds the solution in a sandbox environment using declarative or programmatic tools, and tests the solution using the test scripts and plans to ensure quality and accuracy.
✑ Deploy: This is the sixth and final step where the consultant deploys the solution into the production environment using change sets or other deployment tools, and provides training and support to the customer and end users.
Documenting Current State, Conducting Discovery Workshops, Writing Test Scripts & Plans, Building Solution & Test, Generating Solution Design, or Deploying are not correct orders of operations to ensure customer success in an Education Cloud implementation. References:
✑ https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf
✑ https://trailhead.salesforce.com/en/content/learn/modules/project-management- basics
An elementary school wants to implement an out-of-the-box solution to track enrollments by grade.
Which solution should the consultant recommend?
Correct Answer:A
The consultant should recommend K-12 Architecture Kit as an out-of-the-box solution to track enrollments by grade for the elementary school. K-12 Architecture Kit is a solution that extends EDA to meet the needs of K-12 schools. K-12 Architecture Kit provides objects and features to track student information, such as grades, attendance, and program enrollments. The consultant can help the elementary school configure and customize K-12 Architecture Kit to track enrollments by grade using features such as Grade Enrollment or Grade Level. Nonprofit Success Pack, Education Data Architecture, and Program Management Module are not out-of-the-box solutions to track enrollments by grade for the elementary school. References:
✑ https://github.com/SalesforceFoundation/k12-architecture-kit
✑ https://powerofus.force.com/s/article/K12-Architecture-Kit