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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]
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
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?
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?
Answer : C
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
Which metric should the consultant recommend to determine whether the Implementation project is successful?
Answer : B
Measuring Implementation Success:
The percentage of staff logins each month is a strong indicator of user adoption and engagement with the new system. High login rates suggest that staff members are regularly using Education Cloud for their daily tasks.
Why Percentage of Staff Logins:
User Adoption: Frequent logins indicate that staff are actively using the system, which is critical for the success of the implementation.
Engagement: High engagement rates reflect that the staff find the system useful and are leveraging it to manage their workflows.
Data Accuracy: Regular use ensures that data entered into the system is current and accurate, improving overall data quality.
How to Track:
Login Reports: Create reports in Salesforce to track the number of logins by staff members each month.
Dashboards: Set up dashboards to visualize login trends and identify patterns or areas needing improvement.
Steps to Implement:
Create Login Report:
Navigate to the Reports tab and create a new report based on the User Login History object.
Include fields such as User Name, Login Date, and Login Time.
Group the data by month to calculate the percentage of active users.
Set Up Dashboard:
Create a dashboard that displays the login data.
Use charts and graphs to visualize the percentage of staff logins each month.
