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

Understanding Student Advising Reasons:

TheAppointment Topicfield in advising appointments captures the reasons studentsschedule 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 theAppointment Topicfield 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 mostcommon 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 AppointmentTopic field.

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

Enabling Education Cloud and Student Success Hub: Once Education Cloud and Student Success Hub are enabled, the next critical step is ensuring that the correct permission sets and licenses are in place.

Permission Set Licenses: Permission set licenses are crucialas they determine the specific features and functionalities that users can access within Salesforce. Ensuring the right permissions are granted helps in managing data access and user roles effectively.

Configuration Steps:

Navigate toSetup.

In theQuickFind box, typePermission Set Licenses.

Verify that the appropriate licenses are available and assign them to users as needed.

Assigning Permission Sets:

Go toSetup>Permission Sets.

Review and assign the necessary permission sets (e.g.,Student SuccessHub) to the relevant users.

Validation: Ensure that users have the correct access by logging in as a user and checking if they can see and interact with the necessary components of Education Cloud.

The Appointment Attendeeobject in Student Success Hub is used to track the students and support staff who attend an appointment1. The Student Success Hub Tableau Accelerator uses data from this object, along with other objects such as Alert, Appointment, Case, Contact, Course Connection, Course Offering, Program Enrollment, Term, and User, to create visualizations of student and support staff data2. TheBehavior Incident object is not part of Student Success Hub or the Tableau Accelerator. The Availability Topic object is used to categorize the availability of support staff for appointments1, but it is not used by the Tableau Accelerator. References:

1: EDA Object Reference- Salesforce3

2: Analyze Student Success Data with the Tableau Accelerator - Salesforce4

The EDA Data Dictionary is a document that provides information about theEDA objects and fields, and how they relate to each other. The consultant can reference this document to map theinformation from the legacy system to the corresponding EDA objects and fields in Salesforce. The other options are not documents that can helpthe consultant complete this task.References:

https://powerofus.force.com/s/article/EDA-Data-Dictionary