A consultant is working with a customer who already uses Salesforce and wants to install the Education Data Architecture (EDA). The consultant has confirmed that EDA can work in the customer's existing environment.
Which location should the consultant visit to install EDA in the existing environment?
A customer wants to install the Education Data Architecture (EDA) into their existing Salesforce org.
How should the consultant prepare for implementation?
The consultant should map Salesforce custom objects to EDA objects to prepare for installing EDA into an existing Salesforce org. This means identifying which custom objects in the existing org have similar or equivalent functionality as EDA objects, and mapping their fields and relationships accordingly. This will help the consultant determine which custom objects can be replaced by EDA objects, which custom objects need to be integrated with EDA objects, and which custom objects need to be retained as they are. Choosing a middleware tool to integrate EDA, building applicable API customizations, and exporting all existing Salesforce data are not tasks that the consultant should do to prepare for installing EDA. Reference:
https://powerofus.force.com/s/article/EDA-Migrate
https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_Migration_Guide.pdf
A consultant is considering disabling certain configurations to optimize the data import of a large volume of student records into a university's Salesforce environment with the Education Data.
Which configuration should the consultant retain during the data import?
The consultant should retain sharing rules during the data import because they control the access and visibility of records based on criteria such as record ownership, role hierarchy, or field values. Disabling sharing rules may cause data security or privacy issues. Workflow rules and role hierarchy are configurations that can be disabled during the data import to improve performance and avoid errors or conflicts. Reference:
https://help.salesforce.com/s/articleView?id=sf.data_loader_disable_triggers_workflow.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.data_loader_sharing_rules.htm&type=5
A private school's advancement office is looking for a fundraising solution that will create giving pages, process online donations and easily integrate with Salesforce.
Which solution should the consultant recommend?
Elevate is a suite of products that helps nonprofits and educational institutions with online fundraising, payment processing, and accounting reconciliation. Elevate includes Giving Pages, Payment Services, and Accounting Subledger. Giving Pages allows organizations to create branded, mobile-friendly donation forms that can be embedded on websites or shared through email and social media. Payment Services enables secure and flexible payment processing for online donations, recurring gifts, and pledges. Accounting Subledger simplifies the process of reconciling donations and payments with the general ledger, and supports multiple currencies and tax regulations.Reference:
Salesforce.org Elevate Overview
Salesforce.org Elevate Data Sheet
Prepare for Your Salesforce Education Cloud Consultant Credential
A customer wants to learn more about Salesforce.org solutions built by the community.
Which resource should a consultant recommend?
The consultant should recommend Trailblazer Community: Open Source Commons & Community Sprints as a resource where the customer can find more information on Salesforce.org solutions built by the community. Trailblazer Community is a platform that connects Salesforce customers, partners, employees, and enthusiasts to learn, share, and collaborate on Salesforce topics and projects. Trailblazer Community: Open Source Commons & Community Sprints is a group within Trailblazer Community that provides information on Salesforce.org solutions built by the community, such as open-source projects, community sprints, or community-led webinars. The customer can also join discussions, forums, or blogs related to Salesforce.org solutions built by the community on Trailblazer Community: Open Source Commons & Community Sprints. Product Documentation: Is a Pro Bono Project the Right Fit?, Trailblazer Community: Cumulus I (CCI), or AppExchange are not resources where the customer can find more information on Salesforce.org solutions built by the community. Reference:
https://trailhead.salesforce.com/en/content/learn/modules/trailblazer-community-basics
https://trailblazercommunitygroups.com/sprints/
