Which best practice should a consultant recommend to promote utilization of Salesforce in an Education Cloud deployment?
Correct : A
Chatter is a collaboration tool that allows users to share information, files, and feedback with each other. It can also be used to publicly recognize and reward early adopters who are using Salesforce effectively and demonstrating best practices. This can help motivate other users to adopt Salesforce and increase their engagement and productivity. Chatter can also facilitate peer-to-peer learning and support among users, as well as provide feedback and insights to the project team and sponsors.Reference:
Education Cloud Basics- Unit 5: Drive Adoption and Measure Success
Salesforce Help: Chatter Overview
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A consultant is working with a university that uses Salesforce and wants to install the Education Data Architecture (EDA) in that environment.
What does the consultant need to do after installing EDA to ensure it is set up correctly?
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Where should the consultant go to configure Primary Affiliation fields on the Contact record in the Education Data Architecture (EDA)?
Correct : 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.Reference:
Education Data Architecture Basics- Unit 3: Affiliations and Relationships
EDA Documentation- Affiliation Mappings
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An institution's office of Career service wants to solution that allows student to schedule appointments with nay available counselor directly from a portal.
On which object is the availability configured?
Correct : B
Configuring Availability for Appointments:
The Benefit Schedule object is used in Education Cloud to manage availability for scheduling appointments.
This allows the institution to set up availability slots that students can book directly through a portal.
Setting Up Benefit Schedule:
Navigate to Setup: Go to the Salesforce Setup menu.
Create Benefit Schedules: Define the availability slots for counselors by creating Benefit Schedules.
Assign Benefit Schedules: Link these schedules to the respective counselors.
Integration with Portals:
Ensure that the portal used by students is configured to display available slots from the Benefit Schedule object.
Students can then book appointments directly based on the availability set in the Benefit Schedules.
Training and Adoption:
Provide training to counselors on managing their availability through Benefit Schedules.
Ensure students are aware of how to book appointments through the portal.
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The Advancement office is evaluating the capabilities of Education Cloud. The office needs to ingest, harmonize, and analyze batch data from its Education Cloud org and other systems.
Which solution should the consultant recommend?
Correct : B
Data Integration and Analysis:
Data Cloud (formerly known as Salesforce Customer 360 Data Manager) is designed for ingesting, harmonizing, and analyzing data from multiple sources.
It provides a centralized platform to manage batch data from Education Cloud and other systems.
Capabilities of Data Cloud:
Data Ingestion: Ability to import data from various sources including Education Cloud, ERP systems, and other databases.
Data Harmonization: Standardizes and merges data to create a unified view.
Data Analysis: Offers tools to analyze and visualize the harmonized data for insights.
Implementation Steps:
Enable Data Cloud: Work with Salesforce support to enable Data Cloud for your org.
Configure Data Sources: Set up connections to the various data sources.
Define Data Models: Create data models to harmonize data from different systems.
Setup Data Integration: Configure data integration processes to regularly ingest and update data.
Analyze Data: Use Data Cloud's analytics tools to generate insights from the unified data.
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