The Executive Education department uses Salesforce to track sales of custom education programs to corporations and organizations. The department director needs to know the pipeline of custom programs.
How should the consultant meet this business requirement?
The consultant should use an Opportunity report to meet the business requirement of showing the pipeline of custom programs for the Executive Education department. An Opportunity report is a type of report that shows information about Opportunities, such as amount, stage, probability, or close date. An Opportunity report can help the department director know the pipeline of custom programs by showing the distribution and performance of Opportunities by various criteria, such as program type, account, or owner. Creating a custom report type, setting up an Affiliations report, or configuring a list view are not ways to meet the business requirement of showing the pipeline of custom programs for the Executive Education department. Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_standard_opp.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/reports_dashboards/reports_dashboards_funnel
A university is planning an enterprise-wide implementation of Education Cloud. It has asked the consultant to do an analysis of Education Cloud functionality to identify additional apps it may need to purchase.
What is a standard feature of Education Cloud?
Salesforce Education Cloud is designed to meet the needs of educational institutions, providing a comprehensive set of features to manage student lifecycle, from recruitment to alumni engagement. A standard feature of Education Cloud is Student Advising, which helps institutions offer personalized support and guidance to students throughout their academic journey. This functionality includes tracking student progress, scheduling advising sessions, and providing insights into student performance and needs.
Salesforce Education Cloud Overview
Student Success Hub for Higher Education
A system admin has an idea for a custom solution for their org and thinks it might be useful to others as well. The system admin discusses
it with colleagues from two other schools. They are excited about the system admin's idea and offer to help.
What should the system admin consider doing as a next step?
The system admin should consider joining the Open Source Commons & Community Sprints group in the Power of Us Hub as a next step for their custom solution idea. The Open Source Commons & Community Sprints group is a group that connects users who are interested in contributing to or learning from open source projects that are supported by Salesforce.org. The Open Source Commons & Community Sprints group provides access to resources, events, discussions, and opportunities related to various open source projects, such as EDA, NPSP, CumulusCI, or Metecho. The system admin can join the group and share their idea with other users who may want to collaborate on it or provide feedback. Posting the idea in the Trailblazer Idea Exchange, downloading and installing the project from GitHub, or asking colleagues to sign a nondisclosure agreement are not next steps that the system admin should consider for their custom solution idea. Reference:
https://powerofus.force.com/s/group/0F980000000CjQOCA0/sfdo-open-source-contributors
https://www.salesforce.org/open-source-commons/
A college is replacing its legacy system with the Education Data Architecture (EDA). The consultant is working on the data migration and needs to map available classes.
Which EDA object indicates a class is available for a given term?
Course Offering is an EDA object that indicates a class is available for a given term. Course Offering is an object that represents a specific instance of a course that is offered during a term. Course Offering can be used to track various information about a class, such as name, code, capacity, faculty, location, or schedule. The consultant can create a Course Offering record for each class that is available for a given term and associate it with the Term object. Course Connection, Attendance Event, and Time Block are not EDA objects that indicate a class is available for a given term. Reference:
https://powerofus.force.com/s/article/EDA-Course-Offerings
https://powerofus.force.com/s/article/EDA-Course-Offerings-Create
A university is migrating from its Education Data Architecture org to Education Cloud.
Which consideration should the consultant discuss with the university?
Understanding Account Models in Education Cloud: Education Cloud typically uses the Administrative Account model to manage relationships and hierarchies between contacts (students, parents, etc.) and accounts (departments, institutions, etc.).
Administrative Account Model: This model allows educational institutions to maintain a structured and organized view of their data, which is essential for managing various relationships and processes within the institution.
Migration Considerations:
Data Mapping: Map existing data fields from the previous Education Data Architecture (EDA) to the new Administrative Account model.
Customizations: Ensure that any custom objects or fields are compatible with the Administrative Account model.
Testing: Rigorously test the migrated data to ensure integrity and accuracy.
Steps to Implement:
Data Export: Export data from the EDA org.
Data Transformation: Transform the data to fit the Administrative Account model structure.
Data Import: Import the transformed data into the new Education Cloud instance.
Validation: Verify that the data aligns with the Administrative Account model and functions as expected.
Salesforce Education Cloud Documentation: Salesforce Help: Administrative Account Model
