Salesforce Certified Education Cloud Consultant Practice Test - Questions Answers, Page 22

Understanding Student Advising Reasons:

The Appointment Topic field in advising appointments captures the reasons students schedule these appointments.

This field provides insights into the common topics and concerns addressed during advising sessions.

Reporting on Appointment Topics:

Create a Report: Go to the Reports tab in Salesforce and create a new report based on the advising appointment object.

Add Fields: Include the Appointment Topic field to capture the reasons for the appointments.

Filter Data: Apply filters to include relevant appointment records.

Analyze Results: Use the report to analyze and summarize the most common reasons for advising appointments.

Steps to Create the Report:

Navigate to Reports: Log in to Salesforce and go to the Reports tab.

Create New Report: Select the appropriate report type for advising appointments.

Add Fields: Include the Appointment Topic field.

Run and Save Report: Run the report to view the data and save it for future reference.

Salesforce Documentation: Creating Reports and Dashboards

Using OmniStudio FlexCard:

OmniStudio FlexCard can be used to create a dynamic user interface that displays the application data in a structured format. This can include conditional logic to show or hide fields based on the submission status of the application.

Applying Validation Rule:

A validation rule can be used to enforce that applications cannot be edited after the submission deadline. This ensures data integrity by preventing changes to the application record once the deadline has passed.

Steps to Implement:

Create a FlexCard:

Navigate to OmniStudio > FlexCards.

Create a new FlexCard that displays application details and includes logic to disable editing past the deadline.

Set Up Validation Rule:

Go to Setup > Object Manager > Application Object.

Create a validation rule to check if the current date is past the submission deadline and prevent edits.

Example validation rule: AND(ISCHANGED([Application].Status), [Application].Status = 'Submitted', TODAY() > [Application].Submission_Deadline__c)

Testing:

Test the FlexCard and validation rule to ensure that students cannot edit their applications after the submission deadline.

Ensure the user interface and validation rule work seamlessly together to provide a smooth user experience.

Salesforce OmniStudio Documentation: Creating FlexCards

Salesforce Help: Validation Rules

Program Management in Salesforce Education Cloud is designed to track and manage various programs offered by educational institutions, including assistance programs like school lunch programs. This feature allows schools to track which students are enrolled in specific programs, manage program details, and report on program outcomes. Program Management provides a centralized way to handle various types of assistance and ensures that the school can efficiently manage and monitor the support provided to students.

Program Management Module

Salesforce Education Cloud for K-12

When a university is rolling out a student community to a large number of users, it is essential to ensure that the system can handle the increased load. Salesforce has governor limits that regulate the usage of resources to ensure the platform's stability and performance. The consultant should recommend identifying areas that may impact these governor limits, such as data storage, API calls, and processing limits. By understanding and planning for these limits, the university can optimize its implementation and avoid potential issues.

Salesforce Governor Limits

Best Practices for Managing Governor Limits

CRM Analytics, formerly known as Einstein Analytics, is a powerful analytics tool within Salesforce that provides advanced data analysis and visualization capabilities. For the advancement team looking to determine whether they will meet their campaign goal, CRM Analytics can offer detailed insights into fundraising performance, donor contributions, and campaign progress. This tool allows the team to create dashboards and reports that track key metrics and help predict future outcomes based on historical data.

CRM Analytics

Education Cloud for Advancement

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

The Admissions Insights dashboard in Salesforce Education Cloud provides a comprehensive view of the admissions process, offering pre-built reports and dashboards that track key metrics such as application status, total number of applications, and comparisons to previous periods. This dashboard allows staff to easily monitor and analyze admissions data without the need to create custom dashboards from scratch, thus maximizing the value of their Education Cloud org and CRM Analytics.

Admissions Connect

CRM Analytics for Education

The Trailblazer Community is a platform where Salesforce users, including those using Education Cloud, can connect, share insights, and collaborate. Primary school customers can join this community to find resources, ask questions, and learn best practices from other educators and Salesforce experts. It is an excellent place for networking and getting support from the broader Salesforce ecosystem.

Trailblazer Community

Education Cloud Community Groups