Curious about Actual Salesforce Certified Education Cloud Consultant Exam Questions?

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Tracking Historical Data with EDA:

The Affiliation object in EDA is used to track historical data related to relationships between individuals and organizations (such as alumni and the university).

Using Affiliations for Targeted Outreach:

Create Affiliations: Set up affiliations for alumni to capture historical data such as past donations, engagement activities, and more.

Targeted Outreach: Use the data from affiliations to segment alumni for targeted outreach and donation opportunities.

Implementation Steps:

Configure Affiliations: Ensure that the Affiliation object is configured correctly to capture the necessary historical data.

Data Entry: Enter historical data into the Affiliation records.

Reporting and Analysis: Create reports and dashboards to analyze affiliation data and identify potential outreach opportunities.

Salesforce EDA Documentation: Affiliations

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Tracking Engagement and Hobbies:

Interest Tags in Education Cloud allow the tracking of specific interests and hobbies of alumni.

This feature helps in understanding what engages alumni and can be used to tailor communications and activities.

Setting Up Interest Tags:

Define Interest Tags: Create tags that represent different interests and hobbies.

Assign Tags: Assign these tags to alumni based on their interests and engagement history.

Utilizing Interest Tags:

Segmentation: Use Interest Tags to segment alumni for targeted communications and events.

Personalized Outreach: Tailor outreach efforts based on the specific interests and hobbies tracked by the tags.

Implementation Steps:

Configure Tags: Set up and define the tags in the system.

Data Entry: Tag alumni with the appropriate interests.

Analyze Engagement: Use reports and analytics to understand the impact of interest-based engagement.

Salesforce Education Cloud Documentation: Interest Tags

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Enabling Education Cloud in Existing Environment:

To enable Education Cloud in an existing Salesforce environment, the consultant needs to start by configuring the necessary settings within the Salesforce setup.

Steps to Enable Education Cloud:

Access Setup: Log in to the Salesforce org and navigate to Setup.

Search for Education Cloud Settings: In the Quick Find box, type 'Education Cloud' and select the relevant settings to enable the features.

Configure Features: Enable and configure the desired Education Cloud features such as Student Success Hub, Admissions Connect, and more.

Testing in Sandbox: Initially, perform these steps in a sandbox environment to ensure everything works correctly before deploying to production.

Verification:

Ensure all necessary Education Cloud components are enabled and configured correctly.

Conduct thorough testing in the sandbox to validate functionality.

Salesforce Help: Enable Education Cloud

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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

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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