Questions for the EDUCATION CLOUD CONSULTANT were updated on : Dec 01 ,2025
The advancement team uses Education Cloud for Advancement for its fundraising operations. The
team wants a tool to help determine whether they will meet the campaign goal.
Which analytics tool should the consultant recommend?
C
Explanation:
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.
Reference:
CRM Analytics
Education Cloud for Advancement
A university is implementing a student community and rolling it out to 20,000 students. The IT
manager is concerned about the large increase in users accessing the system at any one time.
Which step should the consultant recommend?
A
Explanation:
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.
Reference:
Salesforce Governor Limits
Best Practices for Managing Governor Limits
A primary school needs to track which students receive assistance in their school lunch program.
Which Education Cloud feature should the consultant discuss with the school?
A
Explanation:
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.
Reference:
Program Management Module
Salesforce Education Cloud for K-12
Where can a primary school customer connect with other people to share insights on using
Education Cloud?
A
Explanation:
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.
Reference:
Trailblazer Community
Education Cloud Community Groups
Staff want to maximize the value of their Education Cloud org and CRM Analytics. They need a
dashboard that tracks metrics, such as application status, the total number of applications, and how
those totals compare to the previous period.
What should the consultant do?
B
Explanation:
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.
Reference:
Admissions Connect
CRM Analytics for Education
A university is planning an enterprise-wide implementation of Education Cloud. It has asked the
consultant to do an analysis of Education Cloud functionality to identify additional apps it may need
to purchase.
What is a standard feature of Education Cloud?
C
Explanation:
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.
Reference:
Salesforce Education Cloud Overview
Student Success Hub for Higher Education
Which metric should the consultant recommend to determine whether the Implementation project
is successful?
B
Explanation:
Measuring Implementation Success:
The percentage of staff logins each month is a strong indicator of user adoption and engagement
with the new system. High login rates suggest that staff members are regularly using Education Cloud
for their daily tasks.
Why Percentage of Staff Logins:
User Adoption: Frequent logins indicate that staff are actively using the system, which is critical for
the success of the implementation.
Engagement: High engagement rates reflect that the staff find the system useful and are leveraging it
to manage their workflows.
Data Accuracy: Regular use ensures that data entered into the system is current and accurate,
improving overall data quality.
How to Track:
Login Reports: Create reports in Salesforce to track the number of logins by staff members each
month.
Dashboards: Set up dashboards to visualize login trends and identify patterns or areas needing
improvement.
Steps to Implement:
Create Login Report:
Navigate to the Reports tab and create a new report based on the User Login History object.
Include fields such as User Name, Login Date, and Login Time.
Group the data by month to calculate the percentage of active users.
Set Up Dashboard:
Create a dashboard that displays the login data.
Use charts and graphs to visualize the percentage of staff logins each month.
Reference:
Salesforce Documentation:
User Login History
Salesforce Help:
Creating Reports and Dashboards
An Admissions office is using Education Cloud to manage its student application review process. The
office needs to make sure students cannot edit applications after the submission deadline.
Which two features could the consultant use to meet this requirement?
A
Explanation:
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.
Reference:
Salesforce OmniStudio Documentation:
Creating FlexCards
Salesforce Help:
Validation Rules
The Director of Advising wants to understand what students say are the most common reasons for
scheduling advising appointments.
What should the consultant include in a report to meet the requirement?
B
Explanation:
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.
Reference:
Salesforce Documentation:
Creating Reports and Dashboards
A consultant is working with a customer who already uses Salesforce and wants to enable Education
Cloud. The consultant has confirmed that Education Cloud can work in the customer's existing
environment.
Starting in a sandbox, which location should the consultant visit to enable Education Cloud in the
existing environment?
B
Explanation:
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.
Reference:
Salesforce Help:
Enable Education Cloud
A university is planning an enterprise-wide implementation of Education Cloud. It has asked the
consultant to do an analysis of Education Cloud functionality to identify additional apps it may need
to purchase.
What is a standard feature of Education Cloud?
A
Explanation:
Student Advising is a standard feature of Education Cloud. It provides tools and functionalities to
manage student advising processes, track student progress, and facilitate communication between
advisors and students.
Features of Student Advising:
Advising Notes: Keep track of discussions and recommendations.
Appointment Scheduling: Allows students to schedule appointments with advisors.
Case Management: Manage and track advising cases and interventions.
Implementation:
Configure Advising Settings: Set up advising schedules, roles, and permissions.
Training: Provide training for advisors on using the advising tools within Education Cloud.
Monitoring and Reporting: Use dashboards and reports to monitor advising activities and student
progress.
Reference:
Salesforce Education Cloud Documentation: Student Success Hub
The Alumni Association is interested in using Education Cloud to support its operations. The
Association tracks what engages alumni and their hobbies.
Which Education Cloud feature should the consultant recommend?
A
Explanation:
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.
Reference:
Salesforce Education Cloud Documentation:
Interest Tags
A university Advancement office uses the Education data Architecture (EDA).
Which EDA functionality should the Advancement office use to track historical data for targeted
outreach and donation opportunities?
A
Explanation:
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.
Reference:
Salesforce EDA Documentation: Affiliations
The Advancement office is evaluating the capabilities of Education Cloud. The office needs to ingest,
harmonize, and analyze batch data from its Education Cloud org and other systems.
Which solution should the consultant recommend?
B
Explanation:
Data Integration and Analysis:
Data Cloud (formerly known as Salesforce Customer 360 Data Manager) is designed for ingesting,
harmonizing, and analyzing data from multiple sources.
It provides a centralized platform to manage batch data from Education Cloud and other systems.
Capabilities of Data Cloud:
Data Ingestion: Ability to import data from various sources including Education Cloud, ERP systems,
and other databases.
Data Harmonization: Standardizes and merges data to create a unified view.
Data Analysis: Offers tools to analyze and visualize the harmonized data for insights.
Implementation Steps:
Enable Data Cloud: Work with Salesforce support to enable Data Cloud for your org.
Configure Data Sources: Set up connections to the various data sources.
Define Data Models: Create data models to harmonize data from different systems.
Setup Data Integration: Configure data integration processes to regularly ingest and update data.
Analyze Data: Use Data Cloud's analytics tools to generate insights from the unified data.
Reference:
Salesforce Documentation:
Salesforce Data Cloud
An institution’s office of Career service wants to solution that allows student to schedule
appointments with nay available counselor directly from a portal.
On which object is the availability configured?
B
Explanation:
Configuring Availability for Appointments:
The Benefit Schedule object is used in Education Cloud to manage availability for scheduling
appointments.
This allows the institution to set up availability slots that students can book directly through a portal.
Setting Up Benefit Schedule:
Navigate to Setup: Go to the Salesforce Setup menu.
Create Benefit Schedules: Define the availability slots for counselors by creating Benefit Schedules.
Assign Benefit Schedules: Link these schedules to the respective counselors.
Integration with Portals:
Ensure that the portal used by students is configured to display available slots from the Benefit
Schedule object.
Students can then book appointments directly based on the availability set in the Benefit Schedules.
Training and Adoption:
Provide training to counselors on managing their availability through Benefit Schedules.
Ensure students are aware of how to book appointments through the portal.
Reference:
Salesforce Education Cloud Documentation:
Benefit Schedule