The system admin has asked for training so users can learn basic Salesforce functionality at their own pace and track lesson completion. The IT department budget for paid training is very low.
What should the consultant recommend?
A. Power of Us Hub
B. Trailblazer Community
C. Trailhead
D. Salesforce Einstein
Explanation:
Trailhead is Salesforce's free, gamified learning platform that lets users learn basic Salesforce functionality at their own pace while tracking lesson completion.
Why Trailhead (C)?
Zero Cost: Completely free training platform
Self-Paced Learning: Users can complete modules on their own schedule
Progress Tracking: Tracks badges and certifications earned
Role-Specific Content: Offers tailored learning paths for different users
Why Not the Others?
A. Power of Us Hub: Discussion forum, not a training platform
B. Trailblazer Community: Peer support network without structured courses
D. Salesforce Einstein: AI functionality, unrelated to training
A university has hired a consultant to help it plan the campus's enterprise roadmap for Salesforce. The CIO wants to use a single. Salesforce org across the university and is interested in learning more about the Education Data Architecture (EDA). The university has two existing Salesforce orgs, one uses Person Accounts, and the other org uses a custom data architecture.
What should the consultant do first lo assess the situation?
A. Submit a Salesforce Support case to merge orgs.
B. Install EDA into one of the production environments.
C. Document solution requirements from the groups involved
D. Create a new Salesforce org using EDA as the foundat
Explanation:
Trailhead is Salesforce’s free, self-paced learning platform designed to help users of all levels build skills in Salesforce and related technologies. It’s ideal for organizations with limited training budgets and a need to track user progress.
Why Trailhead is the best fit:
Offers free, gamified learning with modules, projects, and superbadges.
Users can learn at their own pace and earn points and badges.
Admins can track progress using tools like Trail Tracker (a free app from AppExchange).
Covers a wide range of topics—from basic navigation to advanced automation.
Why the other options don’t fit:
A. Power of Us Hub: Great for community support and collaboration, but not a structured training platform.
B. Trailblazer Community: Useful for Q&A and networking, but doesn’t offer structured learning paths or progress tracking.
D. Salesforce Einstein: Refers to AI-powered features in Salesforce, not a training solution.
The Advancement department wants to extend its Salesforce environment to support event management, including registration pages, ticketing, and agenda-building functionality.
Which solution should the consultant recommend?
A. App on the AppExchange
B. Elevate and Giving Pages
C. Gift Entry Manager
D. Event Monitoring
Explanation:
For event management functionality such as registration pages, ticketing, and agenda-building, Salesforce does not provide a built-in standard feature. Instead, organizations typically use specialized third-party applications available on the AppExchange. These apps are designed specifically to handle complex event management needs and integrate with Salesforce data.
App on the AppExchange offers a wide variety of event management solutions tailored for universities and advancement teams.
These apps can provide customizable registration forms, ticketing workflows, agenda management, and reporting.
They also integrate with Salesforce CRM data for seamless tracking of attendee information and event ROI.
Why not the others?
B. Elevate and Giving Pages focus on online giving and donation pages, not event management.
C. Gift Entry Manager is for batch gift data entry and donation processing, unrelated to event management.
D. Event Monitoring is a Salesforce feature to track user activity and system performance, not related to managing event registrations or ticketing.
The university Development office wants to present social media ads to constituents who demonstrate low engagement is email campaigns. The department uses Marketing Cloud Corporate Edition for Campaign management.
Which Marketing Cloud product should the consultant recommend?
A. Advertising Studio
B. Social Studio
C. Interaction Studio
D. Email Studio
Explanation:
Advertising Studio (now referred to as Marketing Cloud Advertising) is the ideal solution for this use case. It allows the university to target constituents on social media platforms based on their behavior in email campaigns—such as low engagement or inactivity.
Why Advertising Studio fits:
Enables audience segmentation using Marketing Cloud data (e.g., email opens, clicks).
Supports cross-channel retargeting on platforms like Facebook, Google, LinkedIn, and Twitter.
Allows the university to re-engage inactive email recipients with personalized social ads.
Integrates with Journey Builder to automate ad targeting as part of a broader campaign flow2.
Why the other options don’t fit:
B. Social Studio: Focuses on social media publishing, listening, and engagement—not ad targeting.
C. Interaction Studio: Tracks real-time web and app behavior for personalization, but doesn’t manage social ads.
D. Email Studio: Used for creating and sending emails, not for advertising on social platforms.
Staff in Continuing and Professional Education use Salesforce and Pardot for marketing and management of its certificate programs. Staff occasionally need to view course payment information that they can access in a separate transaction system. The system admin wants Salesforce to contain only CRM data for reports and automation.
Which data management strategy should the consultant recommend for course payment nformation?
A. Migrate course payments to pardot and Salesforce.
B. Manage course payments in the transaction system and Pardot.
C. Manage course payments in the transaction system.
D. Integrate course payments from Salesforce to the transaction syste
Explanation:
Since the system admin wants Salesforce to contain only CRM data for reporting and automation (i.e., keep Salesforce focused on customer relationship management), the best approach is to keep the course payment information managed in the existing transaction system where it belongs.
This respects the principle of system of record, where financial and transactional data is managed in the dedicated transaction system.
Salesforce can still reference or display payment info via integration or lookup if needed, but the primary data remains in the transaction system.
This approach avoids unnecessary data duplication and complexity.
Since Pardot is a marketing automation tool, it’s not the right place for transactional payment data.
Why not the others?
A. Migrate course payments to Pardot and Salesforce: Pardot is not designed for transactional data, and migrating payments to Salesforce contradicts the admin’s requirement.
B. Manage course payments in the transaction system and Pardot: Pardot doesn’t manage payments; it’s for marketing automation.
D. Integrate course payments from Salesforce to the transaction system: This reverses the logical flow—payments originate in the transaction system, so integration should bring data into Salesforce if needed, not the other way around.
A university's IT department and its consultant are integrating data from the Student Information System (SIS) to the Education Data Architecture (EDA). Advisors need to see a student's primary course of study Which object in EDA indicates a student's major?
A. Education History
B. Relationship
C. Program Plan Requirement
D. Affiliation
Explanation:
In the Education Data Architecture (EDA), the Affiliation object connects a Student (Contact) to their Academic Program (Account) and specifies their primary course of study (major).
Why Affiliation (D)?
Standard EDA Functionality: Tracks student's main program/major with Primary checkbox
Key Fields: Program__c (major) and Role__c (e.g., "Undergraduate Student")
Advisor Visibility: Appears on Student Contact pages and reports
Why Not the Others?
A. Education History: Tracks courses/grades, not degree programs
B. Relationship: For personal connections, not academic programs
C. Program Plan Requirement: For curriculum requirements, not enrollment
A college is interested in a Salesforce.org Open Source Common project they read about on the Power of Us Hub. The college wants to know the benefits of an open source solution supported by the Open Source Commons.
What is one benefit of Open Source Common Projects the consultant can share with the college?
Choose 1 answer.
A. Projects are owned solely by Salesforce.org.
B. Projects focus on replacing paid solutions.
C. Projects go through a Salesforce Security review.
D. Projects allow only a few participants
Explanation:
One of the key benefits of participating in or adopting a solution from the Salesforce.org Open Source Commons is that many projects undergo the Salesforce AppExchange Security Review. This review ensures compliance with Salesforce’s high standards for trust, security, and performance.
Why This Matters:
Ensures the open-source solution is stable and trustworthy
Increases confidence for deployment within higher ed Salesforce orgs
Enables collaboration between community members, Salesforce.org, and partners
Why the Other Options Are Incorrect:
A. Projects are owned solely by Salesforce.org: Incorrect—these are community-led and community-owned projects
B. Projects focus on replacing paid solutions: Not always—many projects are designed to complement existing systems rather than replace commercial tools
D. Projects allow only a few participants: False—Open Source Commons actively encourages broad collaboration from any Trailblazer Community member
A consultant is working with a customer who already uses Salesforce and wants to install the Education Data Architecture (EDA). The consultant has confirmed that EDA can work in the customer's existing environment.
Which two locations can the consultant visit to install EDA in the existing environment?
Choose 2 answers
A. Salesforce.org website
B. EDA repository in GitHub
C. Partner Community
D. Salesforce AppExchange
Explanation:
To install the Education Data Architecture (EDA) in an existing Salesforce environment, the consultant can access the following trusted sources:
✔ D. Salesforce AppExchange:
EDA is a managed package available on the AppExchange.
This is the most common and user-friendly method for installation.
It includes version control, release notes, and installation instructions.
✔ B. EDA repository in GitHub:
The official SalesforceFoundation/EDA GitHub repository provides access to the source code, installation scripts, and developer tools.
Ideal for advanced users or contributors who want to customize or contribute to the open-source project.
Why the other options are incorrect:
A. Salesforce.org website: Offers documentation and guidance, but not a direct installation path.
C. Partner Community: Useful for partner collaboration and support, but not a source for package installation.
The Registrar's office has limited staff and is interested in a real-time automated Salesforcemessaging solution that can address common student questions on deadlines andrequirements, and provide links to resources.
Which two options should the consultant recommend to meet the requirement?
Choose 2 answers.
A. Knowledge
B. Queues
C. Bots
D. Live Chat
Explanation:
To support a small Registrar’s office with limited staff, the best approach is to implement real-time, automated messaging that can handle common student inquiries efficiently. Here's how each recommended option helps:
✔ C. Bots:
Salesforce Einstein Bots can automatically respond to frequently asked questions about deadlines, requirements, and policies.
Bots can provide links to resources, collect information, and escalate to a human agent if needed.
They operate 24/7, reducing staff workload and improving student experience.
✔ D. Live Chat:
Enables real-time communication between students and staff when bot escalation is needed.
Can be embedded on student portals or websites.
Supports auto-responses and pre-chat forms to streamline interactions.
Why the other options don’t fit:
A. Knowledge: Useful for self-service articles, but not a real-time messaging solution.
B. Queues: Help route cases or chats to agents but don’t provide automation or direct messaging capabilities.
The Advancement office wants to replace its legacy system with Salesforce and has hired a consultant to help them build a CRM Strategy.
What are two recommendations the consultant should make to meet this requirement?
A. Define organizational objectives.
B. Start solution design during a discovery session.
C. Implement Nonprofit Success Pack
D. Prioritize the organization's initiatives
Explanation:
When building a CRM Strategy to replace a legacy system, the consultant should first focus on aligning the solution with the Advancement office's goals and priorities.
Why These Recommendations?
A. Define organizational objectives:
Clarifies what success looks like (e.g., increased donor retention)
Ensures Salesforce meets business needs, not just replicates old systems
D. Prioritize initiatives:
Identifies high-impact, low-effort projects for quick wins
Prevents scope creep with focused, phased implementation
Why Not the Others?
B. Solution design in discovery: Should follow objective-setting
C. Implement NPSP: Tactical step, not strategic recommendation
Implementation Tip
Conduct workshops to map objectives to Salesforce features
The director of retention wants to use Advisor Link to track early alerts, help students schedule appointments with their advisers, and create program plans.
Which two options are required to use Advisor Link?
Choose 2 answers.
A. Person Accounts
B. Customer Community Plus
C. Lightning Scheduler
D. Education Data Architectu
Explanation:
To use Advisor Link, which is designed for student advising functions like tracking early alerts, scheduling appointments, and managing program plans, the following are required:
B. Customer Community Plus: Advisor Link uses Salesforce Communities to enable student and advisor collaboration. Customer Community Plus licenses provide the necessary access and permissions for external users like students and advisors.
D. Education Data Architecture (EDA): Advisor Link is built on top of EDA, which provides the data model for academic programs, students, advisors, and relationships essential to advising functionality.
Why not the others?
A. Person Accounts: Not required for Advisor Link, as EDA uses a contact and account model to manage student data.
C. Lightning Scheduler: While useful for scheduling appointments, Lightning Scheduler is not a requirement for Advisor Link, which has its own scheduling capabilities.
The director of finance needs a solution that aligns pledges and donations captured in Salesforce with Gift Entry Manager (GEM) with the institution's finance system.
Which solution should the consultant recommend to meet the requirement?
A. Use the Bulk API.
B. Use Salesforce Connect.
C. Install Accounting Subledger.
D. Install Outbound Fund Module.
Explanation:
To align pledges and donations between Salesforce (via Gift Entry Manager) and the institution's finance system, Accounting Subledger is the optimal solution because:
Purpose-Built for Nonprofits/Education:
Designed to bridge Salesforce fundraising data (e.g., GEM) with general ledger (GL) systems.
Automatically creates journal entries for donations/pledges in the correct format for the finance system.
Key Benefits:
Real-time sync between Salesforce and finance systems.
Maps Salesforce data (Funds, Campaigns) to GL account codes.
Reduces manual work and errors in financial reporting.
Why Not the Others?
A. Bulk API: Only for data migration, not ongoing synchronization.
B. Salesforce Connect: For read-only external data access, not financial posting.
D. Outbound Fund Module: For grantmaking, not donation accounting.
Implementation Steps:
Map GEM fields to Accounting Subledger (e.g., Donation → Revenue account).
Configure audit trails for compliance.
Schedule automatic postings to the finance system.
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