Salesforce Updated Education-Cloud-Consultant Exam Questions and Answers by ismail

The consultant should identify resource availability as a critical factor for the Advancement office’s new Salesforce environment going live during a major capital fundraising campaign. Resource availability refers to the amount and type of resources that are needed and available for a project, such as staff, time, budget, or equipment. Resource availability is a critical factor for the Advancement office’s new Salesforce environment going live during a major capital fundraising campaign, because it can affect the project scope, timeline, quality, and success. The consultant should assess and plan for resource availability to ensure that the project can be completed and delivered without compromising the fundraising campaign. Technical complexity, staff cross-training, and cost of the implementation are not critical factors for the Advancement office’s new Salesforce environment going live during a major capital fundraising campaign. References:

• https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf
• https://trailhead.salesforce.com/en/content/learn/modules/project-management-basics/project-management-basics-plan

According to the Salesforce Education Cloud Consultant documents, the EDA Setting for Simple Address Change Treated as Update allows the system to update existing address records when a user makes a minor change to an address, such as correcting a typo or adding an apartment number. This prevents the creation of duplicate address records and ensures data quality. If this setting is disabled, the system will create a new address record whenever an address is changed, even if the change is minor. References:

• EDA Documentation: Address Management
• Trailhead: Education Data Architecture Basics

The initial step that the consultant should take when planning to integrate Salesforce with the Student Information System (SIS) is B. Define the process1. This means that the consultant should identify the business requirements, use cases, and scenarios that the integration should support, such as data synchronization, data transformation, data validation, error handling, etc. The consultant should also determine the scope, frequency, direction, and volume of the data exchange, as well as the security and performance considerations2.

A. Disable Trigger Handler records and C. Use the Data Import Wizard are not valid steps for the initial integration planning. Disabling Trigger Handler records is a step that may be required when installing the Education Data Architecture (EDA) package in an existing Salesforce org, as it can prevent conflicts with existing triggers and workflows3. However, this is not related to the integration with the SIS. Using the Data Import Wizard is a tool that can be used to import data from external sources into Salesforce, such as accounts, contacts, leads, etc4. However, this is not a step for the initial integration planning, but rather a possible option for the data migration or loading.

Mass Actions allow advisors to send follow-up emails to multiple students at once from the Student Success Hub. Queue Management is a feature that helps advisors prioritize their tasks and appointments, not send emails. Alerts are notifications that appear on the Student Success Hub to inform advisors of important events or actions, not send emails. References:

• https://help.salesforce.com/s/articleView?id=sf.advisor_link_mass_actions.htm&type=5
• https://help.salesforce.com/s/articleView?id=sf.advisor_link_queue_management.htm&type=5
• https://help.salesforce.com/s/articleView?id=sf.advisor_link_alerts.htm&type=5