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The CRM steering committee that oversees the university's Salesforce implementation needs guidance on governance best practices.

Which best practice should a consultant recommend?

A.
Assign only department leaders as champions.
A.
Assign only department leaders as champions.
Answers
B.
Ask committee members to Join a local Salesforce group.
B.
Ask committee members to Join a local Salesforce group.
Answers
C.
Hold a standing committee meeting.
C.
Hold a standing committee meeting.
Answers
Suggested answer: B

Explanation:


The Undergraduate Advising department plans to implement Student Success Hub and Pathways in a new org. The system admin wants to use the recommended setup for external users.

Which security setting should the consultant configure?

A.
Create an Account sharing rule to provide Read access based on record type.
A.
Create an Account sharing rule to provide Read access based on record type.
Answers
B.
Create a Program Plan sharing rule to provide Read access based on record type.
B.
Create a Program Plan sharing rule to provide Read access based on record type.
Answers
C.
Change the default Program Plan sharing setting to Private.
C.
Change the default Program Plan sharing setting to Private.
Answers
Suggested answer: B

Explanation:

The consultant should configure a security setting to create a Program Plan sharing rule to provide Read access based on record type for the system admin who wants to use the recommended setup for external users when implementing Student Success Hub and Pathways in a new org for the Undergraduate Advising department. A sharing rule is a security setting that allows users to extend sharing access to users in public groups, roles, or territories. A Program Plan sharing rule can help the system admin provide Read access to external users based on record type by granting access to specific Program Plan records that are relevant or appropriate for external users, such as students or advisors. Creating an Account sharing rule to provide Read access based on record type, changing the default Program Plan sharing setting to Private, or creating a custom Permission Set for external users are not security settings that the consultant should configure for the system admin who wants to use the recommended setup for external users when implementing Student Success Hub and Pathways in a new org for the Undergraduate Advising department.

Reference:

https://help.salesforce.com/s/articleView?id=sf.sharing_overview.htm&type=5

https://powerofus.force.com/s/article/SSHub-Pathways

A community college would like to use Admissions Connect and automatically admit applicants if they meet certain criteria.

What should the consultant do?

A.
Create a new flow.
A.
Create a new flow.
Answers
B.
Activate the ApplicantCommunityHomePageController Apex class.
B.
Activate the ApplicantCommunityHomePageController Apex class.
Answers
C.
Leverage the existing flow Sample: Application Auto Admit.
C.
Leverage the existing flow Sample: Application Auto Admit.
Answers
Suggested answer: C

Explanation:

The consultant should leverage the existing flow Sample: Application Auto Admit to automatically admit applicants if they meet certain criteria for the community college that would like to use Admissions Connect. A flow is a tool that allows users to automate business processes by guiding users through screens, collecting data, or executing actions. Sample: Application Auto Admit is an existing flow in Admissions Connect that allows users to automatically admit applicants if they meet certain criteria, such as GPA or test scores. The consultant can leverage the existing flow Sample: Application Auto Admit to automatically admit applicants if they meet certain criteria for the community college that would like to use Admissions Connect by configuring and customizing the flow to match their admission requirements and policies. Creating a new flow, activating the ApplicantCommunityHomePageController Apex class, or developing a custom trigger that checks the submission deadline against the current date are not things that the consultant should do to automatically admit applicants if they meet certain criteria for the community college that would like to use Admissions Connect.

Reference:

https://help.salesforce.com/s/articleView?id=sf.flow.htm&type=5

https://www.salesforce.org/products/admissions-connect/overview/

The Recruitment and Admissions office wants to use Salesforce to track prospective students, recruitment events, student applications, digital engagement, and interactions with prospects on their mobile devices. Prospective students communicate via SMS on their mobile devices, social media, and email.

Which solution should the consultant recommend?

A.
Third-party app
A.
Third-party app
Answers
B.
Salesforce Maps
B.
Salesforce Maps
Answers
C.
Einstein Bots
C.
Einstein Bots
Answers
Suggested answer: C

Explanation:

The best solution for the Recruitment and Admissions office to use Salesforce to track prospective students, recruitment events, student applications, digital engagement, and interactions with prospects on their mobile devices is C. Einstein Bots12. Einstein Bots are chatbots that use artificial intelligence (AI) to automate conversations with prospective students on various channels, such as SMS, social media, and email. They can provide information, answer questions, collect data, and hand off the conversation to a human agent if needed. Einstein Bots can help the Recruitment and Admissions office to track digital engagement and interactions with prospects on their mobile devices, and improve the student experience12.

A third-party app is not a Salesforce solution and may not be compatible with the Salesforce platform or the Education Data Architecture (EDA) that the Recruitment and Admissions office uses. Salesforce Maps is a location intelligence solution that helps sales and service teams optimize their territories, routes, and schedules3. It is not directly relevant to the scenario described in the question.

Staff in Continuing and Professional Education use Salesforce and Pardot for marketing and management of its certificate programs. Staff occasionally need to view course payment information that they can access in a separate transaction system. The system admin wants Salesforce to contain only CRM data for reports and automation.

Which data management strategy should the consultant recommend for course payment information?

A.
Migrate course payments to pardot and Salesforce.
A.
Migrate course payments to pardot and Salesforce.
Answers
B.
Manage course payments in the transaction system and Pardot.
B.
Manage course payments in the transaction system and Pardot.
Answers
C.
Manage course payments in the transaction system.
C.
Manage course payments in the transaction system.
Answers
D.
Integrate course payments from Salesforce to the transaction system.
D.
Integrate course payments from Salesforce to the transaction system.
Answers
Suggested answer: C

Explanation:

The consultant should recommend to manage course payments in the transaction system as a data management strategy for course payment information. This means that the course payment information will not be stored or processed in Salesforce or Pardot, but rather in a separate system that is designed for handling transactions. This can help the system admin keep Salesforce clean and focused on CRM data for reports and automation, and avoid data duplication, integration issues, or security risks. Migrating course payments to Pardot and Salesforce, managing course payments in the transaction system and Pardot, or integrating course payments from Salesforce to the transaction system are not data management strategies that can help the system admin keep Salesforce clean and focused on CRM data for reports and automation.

Reference:

https://help.salesforce.com/s/articleView?id=sf.data_management.htm&type=5

https://trailhead.salesforce.com/en/content/learn/modules/data-management

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?

A.
Course Connection
A.
Course Connection
Answers
B.
Attendance Event
B.
Attendance Event
Answers
C.
Time Block
C.
Time Block
Answers
D.
Course Offering
D.
Course Offering
Answers
Suggested answer: D

Explanation:

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

The International Student Services department manages the needs of international and study-abroad students in Salesforce using the Education Data Architecture. The residence hall address information must be associated to the international student Contact and Account record.

What account model should the consultant select?

A.
Standard Account
A.
Standard Account
Answers
B.
Person Account
B.
Person Account
Answers
C.
Household Account
C.
Household Account
Answers
D.
Administrative Account
D.
Administrative Account
Answers
Suggested answer: B

Explanation:

Person Account is an account model that the consultant should select to meet the requirement of associating the residence hall address information to the international student Contact and Account record. Person Account is a feature that allows users to store information about individual people who are not associated with an Account, such as students or applicants. Person Account also allows users to store multiple addresses for a Contact or an Account using Address Management. The consultant should enable Person Accounts and use them to store information about international students and their residence hall addresses. Standard Account, Household Account, and Administrative Account are not account models that can meet the requirement of associating the residence hall address information to the international student Contact and Account record.

Reference:

https://help.salesforce.com/s/articleView?id=sf.accounts_person_behavior.htm&type=5

https://powerofus.force.com/s/article/EDA-Addresses

Recruiters want to visualize the number of prospective students at various stages in the recruitment process.

Which report chart should the consultant implement?

A.
Application Tabular report
A.
Application Tabular report
Answers
B.
Education History dashboard
B.
Education History dashboard
Answers
C.
Program Enrollment dashboard
C.
Program Enrollment dashboard
Answers
D.
Opportunity Funnel report
D.
Opportunity Funnel report
Answers
Suggested answer: D

Explanation:

Opportunity Funnel report is a report chart that the consultant can implement to help recruiters visualize the number of prospective students at various stages in the recruitment process. Opportunity Funnel report is a type of report that shows the distribution of Opportunities by stage, amount, or probability. Opportunity Funnel report can be used to track the progress and performance of the recruitment pipeline, and identify bottlenecks or opportunities for improvement. Application Tabular report, Education History dashboard, and Program Enrollment dashboard are not report charts that can help recruiters visualize the number of prospective students at various stages in the recruitment process.

Reference:

https://help.salesforce.com/s/articleView?id=sf.reports_charts_funnel.htm&type=5

https://trailhead.salesforce.com/en/content/learn/modules/reports_dashboards/reports_dashboards_funnel

A university needs an email marketing tool that all program staff can use for mass communications. Program staff need to send emails that list missing application items to students. The items are stored on a custom object in Salesforce. It is important that program staff only have access to their own department's marketing materials, leads, prospects, and templates.

Which solution should the consultant recommend?

A.
Salesforce Mass Email
A.
Salesforce Mass Email
Answers
B.
Custom automation with an email alert
B.
Custom automation with an email alert
Answers
C.
Marketing Cloud
C.
Marketing Cloud
Answers
D.
Digital Engagement Messaging
D.
Digital Engagement Messaging
Answers
Suggested answer: C

Explanation:

Marketing Cloud is a solution that the consultant can recommend to meet the requirement of providing an email marketing tool that all program staff can use for mass communications, and that can send emails that list missing application items to students. Marketing Cloud is a product that allows users to create and manage personalized and targeted email campaigns for customers or prospects. Marketing Cloud also integrates with Salesforce, so users can leverage their CRM data to segment and customize their email messages. Marketing Cloud also provides features such as Business Units and Roles, which can help control access to data, content, subscribers, reports, and settings for each program staff. Salesforce Mass Email, custom automation with an email alert, and Digital Engagement Messaging are not solutions that can meet the requirement of providing an email marketing tool that all program staff can use for mass communications, and that can send emails that list missing application items to students.

Reference:

https://www.salesforce.com/products/marketing-cloud/overview/

https://trailhead.salesforce.com/en/content/learn/modules/marketing-cloud-basics

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?

A.
Post the idea in the Trailblazer Idea Exchange.
A.
Post the idea in the Trailblazer Idea Exchange.
Answers
B.
Download and install the project from GitHub.
B.
Download and install the project from GitHub.
Answers
C.
Ask colleagues to sign a nondisclosure agreement.
C.
Ask colleagues to sign a nondisclosure agreement.
Answers
D.
Join the Open Source Commons & Community Sprints group
D.
Join the Open Source Commons & Community Sprints group
Answers
Suggested answer: D

Explanation:

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/

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