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A large university is planning to release a new recruitment and admissions solution using Salesforce. The university is closely evaluating a launch window in conjunction with the campus calendar.
Where should the university confirm the Salesforce product release dates that could impact the timeline?
A. Trailhead
B. Salesforce Trust website
C. Setup Menu
D. partner Community
Explanation:
The Salesforce Trust website provides up-to-date information on Salesforce product release dates, system status, and maintenance schedules for all Salesforce instances. The university can use this site to confirm release windows that might impact their project timeline.
Why not the others?
A. Trailhead is a learning platform and does not provide release schedules.
C. Setup Menu in Salesforce shows org settings but not global release dates.
D. Partner Community is for Salesforce partners and may have some information but the Trust site is the authoritative source.
University department staff members want to track communication efforts and attendance for the annual commencement ceremony. They need to report on the engagement results of different types of communication methods (email, printed invitations, and so forth).
Which of these features should the consultant recommend?
A. Campaign Member Status
B. Salesforce Inbox
C. Campaign Influence
Explanation:
The consultant should recommend Campaign Member Status as a feature to track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of different types of communication methods for the university department staff members.
Campaign Member Status is a feature that allows users to define and track the status or response of a campaign member for a specific campaign, such as Sent, Opened, Clicked, or Attended. Campaign Member Status can help the university department staff members track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of different types of communication methods by using features such as custom statuses, member status values, or campaign reports.
Salesforce Inbox, Campaign Influence, or Marketing Cloud are not features that can track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of different types of communication methods for the university department staff members.
A primary school has switched to remote learning and wants to track student well-being, technology needs, and various family situations needing attention.
Which Education Cloud solution meets this requirement?
A. Student Success Hub
B. Pathways
C. K-12 Architecture Kit
D. Admissions Connect
Explanation:
To track student well-being, tech needs, and family situations during remote learning, the Student Success Hub is the ideal solution.
Why Student Success Hub (A)?
Holistic Tracking: Centralizes well-being, tech access, and family situations
Intervention Tools: Flags at-risk students with customizable alerts
Remote Support: Integrates with parent portals and K-12 data
Why Not the Others?
B. Pathways: For academic planning only
C. K-12 Architecture Kit: Provides data structure but no intervention features
D. Admissions Connect: For applicant tracking
Implementation Tip:
Create custom fields for tech needs and well-being scores
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?
A. Sales Cloud
B. Education Data Architecture
C. Financial Services Cloud
Explanation:
Since University Investment Services (UIS) operates independently and focuses on managing financial investments with external firms, the most appropriate solution is Financial Services Cloud (FSC). Here's why:
✔ Why Financial Services Cloud is the best fit:
Purpose-built for wealth management, banking, and institutional investment use cases
Supports tracking of investment companies, contacts, leads, opportunities, and activities
Offers relationship mapping, financial account tracking, and household/business structures
Includes tools for wallet share, referral tracking, and client onboarding
❌ Why the other options don’t fit:
A. Sales Cloud: While it supports leads and opportunities, it lacks the financial services-specific data model and relationship tools UIS would need
B. Education Data Architecture (EDA): Designed for student, faculty, and academic program management—not for investment or financial CRM use cases
Which object should be configured for all student and support staff interactions, activities, and assigned support staff?
A. Relationships
B. Account
C. Case
D. Advising Pools
Explanation:
The Case object in Salesforce is used to track interactions, activities, and support requests between students and support staff. It allows for managing issues, service requests, and follow-ups, providing a centralized way to assign and monitor support activities.
Why not the others?
A. Relationships track connections between people or organizations but don’t handle specific support interactions.
B. Account represents organizations or households, not individual support cases.
D. Advising Pools are groups of advisors used for appointment scheduling, not tracking interactions or activities.
The Admissions office sends 25 email 10 students slarty. The Director of needs to manage cohorts of prospective students and automate personalized emails.
Which two solutions should the consultant recommend to meet the requirement? Choose 2 answers
A. Journey Builder
B. Salesforce Campaigns
C. Datarama
D. Salesforce Inbox
Explanation:
✔ Journey Builder:
Part of Marketing Cloud Engagement, Journey Builder enables the Admissions office to create automated, personalized, multi-step email journeys for prospective students
Supports behavioral triggers, segmentation, and dynamic content to tailor messages based on student interests or actions
Ideal for nurturing cohorts through the admissions funnel with timely, relevant communication2
✔ Salesforce Campaigns:
A core CRM feature that helps organize and manage cohorts of prospective students
Tracks campaign members, responses, and engagement across email, events, and other outreach
Can be used in tandem with Journey Builder to segment audiences and measure campaign effectiveness
❌ Why the other options don’t fit:
C. Datorama: A powerful analytics platform for cross-channel marketing intelligence, but not used for email automation or cohort management
D. Salesforce Inbox: Enhances email productivity for sales reps—not designed for marketing automation or cohort tracking
What is the correct order of operations to ensure customer success in an Education Cloud implementation?
A. Document Current State, Conduct Discovery Workshops, Generate Solution Design, Write Test Scripts & Plans, Build Solution & Test, Deploy.
B. Document Current State, Conduct: Discovery Workshops, Write Test Scripts & Plans, Build Solution & Test, Generate Solution Design, Deploy.
C. Conduct Discovery Workshops, Document Current State, Generate Solution Design, Write Test Scripts & Plans, Build Solution & Test, Deploy,
D. Conduct Discovery Workshops, Document Current State, Write Test Scripts Plans, Generate Solution Design, Build Solution & Test, Deploy
Explanation:
This sequence reflects the best-practice implementation lifecycle for Salesforce Education Cloud, ensuring alignment with institutional goals and minimizing risk:
✔ Conduct Discovery Workshops:
Engage stakeholders to understand goals, pain points, and success metrics
Identify key personas, processes, and data needs
✔ Document Current State:
Capture existing systems, workflows, and data structures
Establish a baseline for comparison and gap analysis
✔ Generate Solution Design:
Translate discovery insights into a technical and functional blueprint
Define data models, integrations, automations, and user experience
✔ Write Test Scripts & Plans:
Prepare for validation by defining test cases, acceptance criteria, and scenarios
Ensure alignment with business requirements
✔ Build Solution & Test:
Configure and customize Salesforce based on the design
Execute test plans to validate functionality and performance
✔ Deploy:
Migrate to production, train users, and monitor adoption
Establish post-launch support and feedback loops
An Admissions office is interested in using Admissions Connect to manage its student applications and to recede supporting do.
How are application documents saved in Admissions Connect?
A. Salesforce Files
B. Document Type
C. Action Plan Item
Explanation:
In Admissions Connect, application documents (like transcripts, essays, and other supporting files) are saved as Salesforce Files. This allows for easy storage, sharing, versioning, and access control within Salesforce, integrating smoothly with application records.
Why not the others?
B. Document Type categorizes documents but does not store the files themselves.
C. Action Plan Item tracks tasks and actions, not documents.
A college is experiencing a disconnect between the Advancement and Finance departments which causes a delay in the allocation of donations. The college wants to synchronize fundraising data between these two offices.
Which solution should a consultant recommend?
A. Financial Services Cloud
B. Payment Services
C. Accounting Subledger
Explanation:
Accounting Subledger is a Salesforce.org solution designed to bridge fundraising data in Advancement with financial systems used by Finance departments. It provides a standardized data model and integration framework to synchronize donation records, pledges, and payments, ensuring accurate and timely allocation of funds between Advancement and Finance.
Why not the others?
A. Financial Services Cloud is tailored for client management in financial institutions, not for synchronizing fundraising data.
B. Payment Services is not a specific Salesforce product or recognized solution for syncing Advancement and Finance data.
A university has hired a consultant to advise on its technology and data strategy. Which tool should the consultant leverage?
A. Data Maturity Model
B. Program Management Module
C. Insights Platform Data Integrity
Explanation:
For technology and data strategy planning, the Data Maturity Model is the most appropriate tool.
Why Data Maturity Model (A)?
Strategic Assessment: Evaluates data quality, governance and integration
Education Focus: Adaptable to higher ed use cases like student success
Goal Alignment: Maps maturity to business outcomes
Why Not the Others?
B. Program Management Module: Tactical tool, not strategic
C. Insights Platform: For data cleaning, not planning
Implementation Tip:
Use the model to benchmark against peer institutions
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