Education-Cloud-Consultant Practice Test Questions

204 Questions


Career Services uses a separate event management system for its employment events attendance and registration, and Marketing cloud to promote the event. It wants to integrate student data in Salesforce to identity engaged prospects by matching them with event attendance, career interest, and credit completion towards an academic major.
Which two integration directions should the consultant recommend? Choose 2 answers.


A. One-way integration between Marketing Cloud and the event system


B. One-way integration between Salesforce and Marketing Cloud


C. Two-way integration between the event system and Marketing Cloud


D. Two-way integration between the event system and Salesforce





B.
  One-way integration between Salesforce and Marketing Cloud

D.
  Two-way integration between the event system and Salesforce

Explanation:

B (Salesforce → Marketing Cloud one-way integration):
Marketing Cloud typically pulls data from Salesforce CRM (where student/prospect records live) to run campaigns. This is a one-way sync from Salesforce to Marketing Cloud, ensuring Marketing Cloud has the latest audience data. This is the most common and recommended pattern for Marketing Cloud integration (see reference below).

D (Event system ↔ Salesforce two-way integration):
Since the event system manages attendance and registration data, it must sync this data with Salesforce to update student engagement and academic progress records. Two-way integration allows both systems to stay synchronized:

Event attendance updates Salesforce student profiles and engagement history.
Salesforce can update the event system if needed (e.g., student status or cancellations).
This ensures a unified, up-to-date student profile for reporting and personalized outreach.

Why not A or C?
A one-way or two-way integration only between Marketing Cloud and the event system will not capture academic progress and career interests stored in Salesforce. The key is syncing event data into Salesforce to create the complete picture.

Valid Official References:
Salesforce Marketing Cloud Connect Overview
"Use Marketing Cloud Connect to integrate Salesforce CRM data with Marketing Cloud to create personalized, targeted marketing campaigns."
Salesforce Help - Marketing Cloud Connect Overview

Salesforce Education Cloud Integration Patterns
Explains the need for two-way integration between Salesforce and external systems like event management to keep student records up-to-date.
Trailhead Module: Education Cloud Integration (Look for Integration Patterns section)
Salesforce Event Management Integration
While Salesforce does not have a native event management system, best practice is to integrate third-party event systems with Salesforce to keep records aligned, usually with two-way sync.
Reference from Salesforce Success Community discussions and Education Cloud Best Practices guides.

A school district is reopening after global pandemic. It has an existing Salesforce org configured with the K-12 Architecture kit. The school district wants to leverage Work.com Command Center for schools in its existing org.
What should the consultant advise?


A. Work.com Command Center operates in a separate org.


B. Install Work.com Command Center in existing org.


C. Leverage Student Success Hub.


D. Use third-party app from AppExchang





B.
  Install Work.com Command Center in existing org.

Explanation:

The school district can install Work.com Command Center directly into its existing Salesforce org (configured with the K-12 Architecture Kit) to manage reopening safely. Here’s why:

Why B?
Work.com Command Center is designed to coexist with other Salesforce products (like Education Cloud/K-12 Kit).
It provides reopening tools (health checks, contact tracing, capacity management) that schools need post-pandemic.
No need for a separate org—installing in the existing org ensures:
Single source of truth for student/staff data.
No duplicate data entry.
Unified reporting across academics and health/safety.

Why Not the Other Options?
A. Work.com does not require a separate org—it’s built to integrate.
C. Student Success Hub focuses on academic advising, not pandemic safety.
D. A third-party app would add complexity when Work.com already meets the need.

Implementation Steps:
Install Work.com Command Center via Salesforce Setup.
Map K-12 data (e.g., Student/Staff Contacts, School Locations) to Work.com objects.
Train admins on health monitoring features (e.g., daily symptom surveys).

The director of graduate recruitment is interested in Education Cloud. Recruitment staff need to access Opportunity and Campaign Member information about students. The IT director is concerned about cost and suggests using other license types for recruitment users.
What should the consultant discuss with the client?


A. Unlimited Edition requires a full Salesforce license.


B. Education Data Architecture requires a Community license.


C. The business user case requires a Lighting Platform Plus license.


D. The business user case requires a full Salesforce license.





D.
  The business user case requires a full Salesforce license.

Explanation:

Why:
Recruitment staff need to work with Opportunities and Campaign Members (from Campaigns). Those are standard CRM objects that are included with the Salesforce (full CRM) user license, not with Platform licenses. Lightning Platform Starter/Plus licenses are intended for custom apps and a limited set of standard objects; they do not include access to core Sales objects like Opportunities or Campaigns, which recruitment teams rely on.

Eliminate the rest:
A. Unlimited Edition requires a full Salesforce license.
Edition (Enterprise/Unlimited, etc.) is an org choice; it doesn’t change that users who need Opportunities/Campaigns still require Salesforce (full) user licenses. The issue here is object access, not edition.

B. Education Data Architecture requires a Community license.
EDA/EDF is a data model on core CRM; internal staff don’t need a Community (Experience Cloud) license for it. Community licenses are for external users, not internal recruiters.

C. The business user case requires a Lightning Platform Plus license.
Platform licenses don’t include Opportunities or Campaigns, so they won’t meet the stated needs.

References:
Salesforce Help — Standard User Licenses (shows full Salesforce license includes standard CRM objects like Opportunities/Campaigns).
Salesforce Help — Features Available with Lightning Platform Starter/Plus (feature table for Platform licenses; excludes core Sales objects).
Salesforce Help — Experience Cloud User Licenses (for external users; not required for internal EDA users).

International Programs wants to track the emergency contacts for students who are studying abroad.
Which functionality should a consultant implement to meet this requirement?


A. Relationships


B. Household Accounts


C. Affiliations


D. Success Teams





A.
  Relationships

Explanation:

In the Education Data Architecture (EDA), the Relationship object is used to define how one Contact (e.g., a student) is connected to another Contact (e.g., a parent or emergency contact). This makes it the most appropriate functionality for tracking emergency contacts for students studying abroad.

Why Relationships?
Allows you to define person-to-person connections (e.g., Parent, Guardian, Emergency Contact).
Supports custom relationship types, so you can tailor it to your institution’s terminology.
Enables reporting and visibility into who to contact in case of emergencies.
Can be used alongside Household Accounts to model family structures, but is more precise for individual contact roles.

Why the other options don’t fit:

B. Household Accounts: Groups family members under a shared account but doesn’t define specific roles like “emergency contact.”

C. Affiliations: Used to link Contacts to organizations (e.g., departments, employers), not other people.

D. Success Teams: Designed for assigning internal support staff (e.g., advisors, counselors), not external emergency contacts.

A college needs to extend capabilities of its existing Salesforce environment that uses the Education Data Architecture (EDA). The college want to ensure that any future apps and configurations are compatible and support the Table Driven Trigger Management (TDTM) Functionality.


A. Use the yaml file from Salesforce.org GitHub.


B. Use a Salesforce.org community solution


C. Use third-party apps that are powered by EDA.


D. Use third-party apps that are EDA ready.





D.
  Use third-party apps that are EDA ready.

Explanation:

EDA Ready Apps (D) are specifically designed to be compatible with the Education Data Architecture (EDA) and its Table Driven Trigger Management (TDTM) framework.

TDTM allows institutions to manage triggers declaratively, ensuring extensibility and avoiding conflicts between custom code and packaged solutions.

By choosing EDA Ready apps, the college ensures that future apps and configurations will integrate seamlessly with EDA and respect TDTM functionality.

Option A (yaml file from Salesforce.org GitHub): YAML files are used for configuration and deployment scripts but do not guarantee app compatibility with EDA or TDTM.

Option B (Salesforce.org community solution): Community solutions may be helpful but are not guaranteed to be formally vetted for EDA/TDTM compatibility.

Option C (third-party apps powered by EDA): "Powered by EDA" is not an official designation. Only EDA Ready apps are certified to work with EDA and TDTM.

📖 Reference:
Salesforce.org: EDA Ready Apps — official designation for apps compatible with EDA and TDTM.
Trailhead: Education Data Architecture Basics

Recruiters at an institution are evaluating tools to enhance their email. They want to see when a student has opened an email or clicked on a link. Recruiters also want to insert time slots directly from their calendar into an email and allow students to choose the meeting time.
Which solution should the consultant recommend?


A. Gmail Integration


B. Custom automation


C. Einstein Activity Capture


D. Salesforce Inbox





D.
  Salesforce Inbox

Explanation:

Salesforce Inbox is the all-in-one solution that meets both email tracking and calendar scheduling requirements for recruiters.

Why Salesforce Inbox (D)?

Email Tracking:
See opens/clicks with real-time notifications
Logs interactions automatically in Salesforce

Scheduling:
Insert available time slots from the recruiter's calendar (Outlook/Gmail)
Lets students self-schedule meetings via embedded links

Native Integration:
Works seamlessly with Salesforce CRM (e.g., Contacts, Opportunities)

Why Not the Other Options?
A. Gmail Integration: Basic email sync, no advanced tracking/scheduling
B. Custom Automation: Complex to build and lacks out-of-the-box scheduling
C. Einstein Activity Capture: Tracks emails but no scheduling features

Implementation Tip
Pair with Education Cloud to track student engagement in recruitment pipelines

Recruiters want to visualize the number of prospective students at various stages in the recruitment process.
Which report chart should the consultant implement?


A. Application Tabular report


B. Education History dashboard


C. Program Enrollment dashboard


D. Opportunity Funnel report





D.
  Opportunity Funnel report

Explanation:

Recruitment/Admissions Process in Salesforce/EDA: The Recruitment and Admissions process is generally mapped to the standard Salesforce Opportunity object.

A Prospective Student is often represented by a Lead and/or Contact.

The student's actual application or potential enrollment is tracked using the Opportunity object.

The various stages in the recruitment process (e.g., Inquiry, Applied, Application Review, Admitted, Enrolled) are modeled using the Opportunity Stage field.

Visualization Requirement: The recruiters want to "visualize the number of prospective students at various stages."

Funnel Report: A Funnel Chart or Funnel Report is the definitive standard tool in Salesforce to visualize records (Opportunities) progressing through a defined multi-stage process (Opportunity Stages). It clearly shows the drop-off rate between each stage, which is precisely what recruitment staff need to manage their pipeline.

Why the Other Options are Incorrect:
A. Application Tabular report: A tabular report is a simple list of records and does not provide a visual representation of progress (funnel) or stage flow. The "Application" process is typically driven by the Opportunity Stage.

B. Education History dashboard: The Education History object (EDA) tracks a student's prior academic history (high school, previous college), not their current status in the recruitment pipeline.

C. Program Enrollment dashboard: The Program Enrollment object (EDA) tracks the student's actual enrollment in a program after they have been successfully admitted. It does not track the recruitment stages that lead up to enrollment.

A consultant is enabling Course Connections for the first time in the Education Data Architecture.
What should the consultant do first?


A. Run Course Connections Backfill.


B. Set up Course Offering Schedule.


C. Disable Course Enrollments.


D. Set Record Types for Course Connections.





D.
  Set Record Types for Course Connections.

Explanation:

Before Course Connections can be fully enabled or utilized in the Education Data Architecture (EDA), the system needs to know which record types to use for "Student" and "Faculty" connections.

Record Type Requirement: Course Connections rely on specific record types to distinguish between a student enrolling in a course and a faculty member being assigned to teach it.

EDA Settings Configuration: You must first create or identify these record types and then navigate to EDA Settings > Course Connections to specify which record type corresponds to the Student and which corresponds to the Faculty.

Validation: If you attempt to enable Course Connections without defining these record types, the system will not function correctly as it won't know how to categorize the relationships between Contacts and Course Offerings.

Why Other Options are Incorrect:
A. Run Course Connections Backfill: This is a critical step, but it must be done after the record types are set and Course Connections are enabled. The backfill converts existing legacy "Course Enrollment" records into the new "Course Connection" format.

B. Set up Course Offering Schedule: This is part of the general academic setup but is not a technical prerequisite for enabling the Course Connection functionality itself.

C. Disable Course Enrollments: In EDA, Course Connections actually replace/enhance the legacy way of tracking enrollments. However, you do not "disable" them first; you configure the new model to take over their function.

References:
Salesforce Help: Configure Course Connections
Trailhead: Course Connections in EDA

A university joined the Open Source Commons & Community Sprints group in the Power of Us Hub. However, they were unable to find current or past Open Source Commons projects that meet their needs.
Which additional Power of Us Hub group can the consultant recommend so the university can find and collaborate on current open source projects?


A. Sector: Higher Education


B. SFDO Major Release Announcements


C. SFDO Open Source Contributors


D. CumulusCI (CCI





C.
  SFDO Open Source Contributors

Explanation:

This question tests knowledge of the specific resources and collaborative communities available within the Power of Us Hub, which is the official community for Salesforce.org customers and partners.

Why C is Correct: The SFDO Open Source Contributors group is the primary hub for discovering, discussing, and collaborating on active open source projects sponsored by Salesforce.org (now part of Salesforce's Impact Cloud). If the university has already explored the Open Source Commons & Community Sprints group and not found a fit, this is the logical next step. This group is specifically focused on the projects themselves—like EDA, HEDA, NPSP, and their related tools—and is where current development, issues, and roadmaps are discussed.

Why A is Incorrect: The Sector: Higher Education group is a valuable general forum for higher ed institutions to discuss broader challenges, use cases, and announcements. While open source projects may be mentioned there, its purpose is not to centrally organize or facilitate active development collaboration on those projects. It is too broad for this specific need.

Why B is Incorrect: The SFDO Major Release Announcements group is for broadcast communications about major updates to Salesforce.org products and managed packages. It is a one-way informational channel, not a collaborative space for finding and working on open source projects.

Why D is Incorrect: CumulusCI (CCI) is a tool (a powerful DevOps automation framework) used for building and managing Salesforce.org open source projects. While it is critical for contributors, it is not a Power of Us Hub group. Recommending it would be incorrect in this context, as the question specifically asks for an additional group within the Hub.

Reference & Key Concept: This aligns with the "Resources and Community" knowledge area a consultant is expected to have. Success as a Salesforce.org/Education Cloud consultant requires knowing where to find solutions, collaborate, and leverage the collective knowledge of the community. The Power of Us Hub's structure—with specialized groups for different purposes—is a key resource.

A university is experiencing performance degradation issues such as record locking, long search times, and long record save times.
what is the likely cause for all of these issues?


A. TDTM


B. Insufficient code coverage


C. Data skew


D. Insufficient data storage





C.
  Data skew

Explanation:

Data skew (uneven distribution of records) is the most likely root cause for all the reported performance issues:

Record Locking:
Occurs when too many records are owned by/assigned to a single user or queue, creating contention.
Example: 90% of student cases assigned to one advisor.

Long Search Times:
Skewed data makes indexes ineffective (e.g., searches on overpopulated values).
Example: Most Course Offerings tied to a single Term.

Long Save Times:
Triggers/validation rules slow down when processing "hot" records (e.g., updates to a widely shared Account).

Why Not the Other Options?
A. TDTM: While trigger logic can impact performance, it wouldn’t cause all these issues.
B. Insufficient code coverage: Affects deployments, not runtime performance.
D. Insufficient storage: Causes "out of space" errors, not locking/search delays.

How to Fix Data Skew:
Identify skewed objects with:
SELECT OwnerId, COUNT() FROM Case GROUP BY OwnerId ORDER BY COUNT() DESC LIMIT 10
Redistribute records (e.g., reassign Cases to multiple queues).
Archive old records to reduce volume.

A university's marketing department works on email campaigns for advancement. It wants to measure campaign effectiveness, return on investment, and Opportunity conversion using standard Salesforce functionality.
What should the consultant recommend to meet this requirement?


A. Campaign influence


B. Campaign member


C. Parent campaigns


D. Campaign hierarchy





A.
  Campaign influence

Explanation:

The university’s marketing department wants to measure campaign effectiveness, return on investment (ROI), and Opportunity conversion. These requirements point directly to Campaign Influence, which is the Salesforce standard functionality that links Opportunities to Campaigns. By enabling Campaign Influence, the institution can track how marketing efforts (such as email campaigns) contribute to closed Opportunities, calculate ROI, and evaluate which campaigns are most effective in driving advancement outcomes. This functionality is native to Salesforce and requires no additional products, making it the most appropriate recommendation.

❌ Why the Other Options Are Not Correct

B. Campaign Member
Campaign Members represent the relationship between a Lead or Contact and a Campaign. They are useful for tracking who was targeted or responded to a campaign, but they do not provide ROI or Opportunity conversion metrics. Campaign Members are more about participation tracking (e.g., “John Doe attended the fundraising event”) rather than financial impact or conversion analysis.

C. Parent Campaigns
Parent Campaigns allow you to group related campaigns together. For example, multiple fundraising events could be rolled up under a single parent campaign. While this helps with organization and high‑level reporting, it does not measure ROI or Opportunity conversion. Parent Campaigns are structural, not analytical, and therefore cannot fulfill the requirement of tracking financial effectiveness.

D. Campaign Hierarchy
Campaign Hierarchies provide roll‑up reporting across related campaigns. They are useful for seeing aggregate metrics (e.g., total responses across all Fall Fundraising Campaigns). However, like Parent Campaigns, they do not directly measure Opportunity conversion or ROI. They give visibility into campaign group performance but stop short of connecting campaigns to Opportunities in a way that supports ROI analysis.

📖 Reference
Salesforce Help: Campaign Influence Overview
Trailhead: Marketing Campaigns and ROI

University Advancement staff are required to authenticate to internal systems both by logging in with a username and password and by authenticating vis an app on their phone.
Which identity management feature should the consultant recommend to meet this requirement?


A. Single sign-on


B. Multi-factor authentication


C. Connected apps


D. Social sign-on





B.
  Multi-factor authentication

Explanation:

University Advancement staff are required to authenticate to internal systems using two factors:

something they know (username and password), and
something they have (an app on their phone).

This requirement directly describes Multi-Factor Authentication (MFA). MFA is an identity and access management feature that requires users to provide two or more verification factors during login. In Salesforce, MFA commonly combines a username/password with a second factor such as the Salesforce Authenticator app, a third-party authenticator app, a hardware security key, or a verification code. Salesforce explicitly defines MFA as a security control that adds an extra layer of protection beyond a password alone and requires at least two different authentication factors.

From a compliance and security standpoint, Salesforce has made MFA a baseline security requirement for most direct logins. Salesforce documentation states that MFA significantly reduces the risk of account compromise and is required for users who log in directly to Salesforce products. This makes MFA not only the correct functional choice, but also the correct best-practice and standards-aligned recommendation for a university handling sensitive advancement and donor data.

Because the scenario explicitly mentions “logging in with a username and password” and “authenticating via an app on their phone,” MFA is the most precise and correct answer.

Why the other options are not correct

A. Single sign-on (SSO)
SSO allows users to log in once and access multiple systems without re-entering credentials. While SSO can work together with MFA, SSO alone does not inherently require a second authentication factor. You can have SSO without MFA, so it does not meet the stated requirement by itself.

C. Connected apps
Connected Apps are used to authorize applications to access Salesforce via OAuth. They control app-level access and scopes, not end-user authentication flows involving phone-based verification.

D. Social sign-on
Social sign-on allows users to authenticate using third-party identity providers (such as Google or Facebook). It does not guarantee multi-factor authentication and is typically not appropriate for secure internal university systems.

Salesforce References (end)
Salesforce Help – Multi-Factor Authentication Overview
Salesforce Security Guide – MFA Requirement
Trailhead – Secure Your Users with Multi-Factor Authentication

Exam Tip (ED-Con-101)
If a question describes “username and password + phone/app/code/key”, the correct answer is almost always Multi-Factor Authentication (MFA)—even if SSO or identity providers are mentioned elsewhere.


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