A consultant is designing a new Salesforce org that user the Education Data Architecture (EDA) for student service. The College wants to track which classes are taught by teaching assistants.
Which EDA object should the consultant use?
A. Course Offering
B. Course Connection
C. Term Grade
D. Program Enrollment
Explanation:
To track teaching assistants (TAs) for classes, the Course Connection object in EDA is the proper choice.
Why Course Connection (B)?
Role Tracking: Stores student/teacher relationships with Role field options
Flexibility: Supports multiple TAs per course with custom fields
EDA Integration: Works with Term Grade and Attendance objects
Why Not the Others?
A. Course Offering: Defines class details but not participant roles
C. Term Grade: For student grades only
D. Program Enrollment: For degree programs, not course assignments
Implementation Tip:
Create a "Teaching Assistant" record type for easy filtering
The Alumni Association is interested in using Education Cloud to support its operations. The association track alumni interested board networking activities, and manages fundraising. Which two Education Cloud considerations should the consultant discuss with theAssociation?
Choose 2 answers.
A. Configure Relationships to track alumni connections.
B. Use Grants Management to track alumni scholarships.
C. Install Insights Platform to understand alumni data.
D. Leverage a third-party app to support event management
Explanation:
For alumni engagement, networking, and fundraising, these Education Cloud considerations are most relevant:
Relationships (A):
Tracks alumni-to-alumni and alumni-to-staff connections (e.g., "Mentor," "Board Member").
Supports networking initiatives by mapping professional relationships.
Third-Party Event App (D):
Education Cloud lacks native event management for complex alumni gatherings.
Apps like Eventbrite or Certain integrate with Salesforce for:
Registration pages.
Attendance tracking.
Donation tie-ins.
Why Not the Others?
B. Grants Management: For scholarship disbursements, not general alumni fundraising.
C. Insights Platform: Overkill for basic alumni data (standard reports suffice).
Implementation Tips:
Use Affiliation + Relationship objects for board membership tracking.
Look for AppExchange apps with Education Cloud compatibility.
A university has a Study Abroad office that is required to collect student documentation such as visa, passport, vaccinations, and other information. The university is using a spreadsheet to manage this information, and wants to track it in Salesforce.
Which EDA object should a consultant use to meet this requirement?
A. Program Plan
B. Success Team
C. Attribute
D. Affiliation
Explanation:
The Attribute object in Education Data Architecture (EDA) is designed to store characteristics or data points related to a Contact (student), such as:
Visa type or status
Passport expiration date
Vaccination records
Special needs or preferences
This makes it ideal for tracking student-specific documentation required by the Study Abroad office. Attributes are flexible and can be configured with custom types and values to match institutional requirements.
Why the other options don’t fit:
A. Program Plan: Defines the structure of an academic program—not used for storing student documentation
B. Success Team: Represents a group of staff supporting a student—not related to document tracking
D. Affiliation: Tracks relationships between a Contact and an Account (e.g., employer, department)—not for storing personal documentation
A help desk at a large university wants to track and measure average resolution times and escalations associated with student requests for password resets.
Which solution should a consultant recommend?
A. Salesforce Identity
B. Digital Engagement
C. Einstein Next Best Action
D. Service Cloud
Explanation:
Service Cloud provides robust case management features that allow help desks to track and measure key metrics like average resolution times and escalations. It supports tracking student requests (such as password resets), automating workflows, managing service levels, and generating reports on help desk performance.
Why not the others?
A. Salesforce Identity focuses on identity and access management, not case tracking.
B. Digital Engagement extends Service Cloud to support omni-channel interactions but doesn’t handle case resolution metrics by itself.
C. Einstein Next Best Action provides AI-driven recommendations but is not a case management solution.
The International Student Services department manages the needs of international and study-abroad students in Salesforce using the Education Data Architecture. The residence hall address information must be associated to the international student Contact and Account record.
What account model should the consultant select?
A. Standard Account
B. Person Account
C. Household Account
D. Administrative Account
Explanation:
In the Education Data Architecture (EDA), the Administrative Account model is best suited for representing institutional relationships, such as a student’s connection to a residence hall, department, or program. Here's why it fits this scenario:
✔ Administrative Account model:
Used when a Contact (e.g., an international student) is associated with an institutional entity rather than a household
Ideal for residence halls, university departments, or study abroad programs
Allows address information to be stored on the Administrative Account and linked to the student via an Affiliation
Supports multiple addresses and address synchronization for institutional Accounts
Why the other options don’t fit:
A. Standard Account: Generic Salesforce model—not tailored for education use cases
B. Person Account: Not supported by EDA; EDA uses Contact + Account relationships instead
C. Household Account: Used for family or donor relationships—not for institutional housing or services
A consultant is working on an Advisor Link implementation for the undergraduate Advising departments. Advisors must be able to view a student's classes, track milestones, set student meetings, and integrate meetings with their Outlook calendar. The Advising department wants to know which functionality is included with Advisor Link and whether a third-party application is necessary.
Which function may require a third-party app?
A. Success Plans
B. Calendar syncing
C. Degree visualization
D. Appointment scheduling
Explanation:
While Advisor Link includes features like tracking student milestones (Success Plans), visualizing degrees, and scheduling appointments, syncing appointments with external calendars like Outlook requires third-party integration. Calendar syncing functionality is typically provided by apps or connectors that integrate Salesforce events with Outlook or other calendar systems.
Why not the others?
A. Success Plans is included in Advisor Link for milestone tracking.
C. Degree visualization is supported within Advisor Link or related Education Cloud features.
D. Appointment scheduling is a core feature of Advisor Link.
A university plans to use a sandbox for staff training. Since sandbox environments contain personal information, the university needs a solution that will keep sensitive information anonymous.
What should the consultant recommend to ensure that student information remains private?
A. Salesforce Data Mask
B. Formula Fields
C. Event Monitoring
D. Salesforce Shield
Explanation:
To protect sensitive student data in a sandbox used for training, Salesforce Data Mask is the ideal solution because:
Automated Anonymization:
Scrambles personal data (e.g., names, emails, IDs) in sandboxes while preserving:
Data structure (field types, relationships).
Formatting (e.g., john.doe@university.edu → user123@example.com).
Education-Specific Protections:
Masks Contact fields (student records).
Complies with FERPA/GDPR for training environments.
No Custom Development Needed:
Pre-built masking templates for common fields.
Why Not the Others?
B. Formula Fields: Can’t anonymize existing data (only calculate values).
C. Event Monitoring: Tracks user activity, doesn’t mask data.
D. Salesforce Shield: For encryption/auditing, not sandbox anonymization.
Implementation Tip:
Run Data Mask during sandbox creation/refreshing.
A university is migrating its legacy system to Salesforce Education Data Architecture (EDA) environment. The existing system groups students by colleges within the university. The system admin has selected the Educational Institution record type in the EDA Default Account Model in EDA setting.
Which consideration should the consultant discuss with the university?
A. The recommended default Account record is the Administrative Account record type.
B. A new Program Enrollment record will automatically be created when a new Contact is created.
C. Multiple address management can only be enabled for the House Account record type.
D. Contact are private only to Administrative Account record type.
Explanation:
In Salesforce Education Data Architecture (EDA), the default Account model determines how Contacts are grouped and associated with Accounts. The Administrative Account model is the recommended default for most institutions because it creates a one-to-one relationship between a Contact (e.g., a student) and their Account.
When the system admin selects the Educational Institution record type as the default Account model, the consultant should confirm whether this aligns with the university’s data strategy. However, Salesforce recommends using the Administrative Account record type as the default container for Contacts in EDA, especially for students, faculty, and staff.
Why the other options are incorrect:
B. A new Program Enrollment record will automatically be created: This does not happen automatically when a Contact is created. Program Enrollments must be created explicitly.
C. Multiple address management can only be enabled for the House Account record type: Not true—multiple address management is supported for both Administrative and Household Accounts in EDA.
D. Contacts are private only to Administrative Account record type: Contact visibility is governed by org-wide defaults and sharing rules—not by the Account record type alone.
A large university is planning to release a new recruitment and admissions solution using Salesforce. The university is closely evaluating a launch window in conjunction with the campus calendar.
Where should the university confirm the Salesforce product release dates that could impact the timeline?
A. Trailhead
B. Salesforce Trust website
C. Setup Menu
D. partner Community
Explanation:
The Salesforce Trust website provides up-to-date information on Salesforce product release dates, system status, and maintenance schedules for all Salesforce instances. The university can use this site to confirm release windows that might impact their project timeline.
Why not the others?
A. Trailhead is a learning platform and does not provide release schedules.
C. Setup Menu in Salesforce shows org settings but not global release dates.
D. Partner Community is for Salesforce partners and may have some information but the Trust site is the authoritative source.
University department staff members want to track communication efforts and attendance for the annual commencement ceremony. They need to report on the engagement results of different types of communication methods (email, printed invitations, and so forth).
Which of these features should the consultant recommend?
A. Campaign Member Status
B. Salesforce Inbox
C. Campaign Influence
Explanation:
The consultant should recommend Campaign Member Status as a feature to track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of different types of communication methods for the university department staff members.
Campaign Member Status is a feature that allows users to define and track the status or response of a campaign member for a specific campaign, such as Sent, Opened, Clicked, or Attended. Campaign Member Status can help the university department staff members track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of different types of communication methods by using features such as custom statuses, member status values, or campaign reports.
Salesforce Inbox, Campaign Influence, or Marketing Cloud are not features that can track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of different types of communication methods for the university department staff members.
A primary school has switched to remote learning and wants to track student well-being, technology needs, and various family situations needing attention.
Which Education Cloud solution meets this requirement?
A. Student Success Hub
B. Pathways
C. K-12 Architecture Kit
D. Admissions Connect
Explanation:
To track student well-being, tech needs, and family situations during remote learning, the Student Success Hub is the ideal solution.
Why Student Success Hub (A)?
Holistic Tracking: Centralizes well-being, tech access, and family situations
Intervention Tools: Flags at-risk students with customizable alerts
Remote Support: Integrates with parent portals and K-12 data
Why Not the Others?
B. Pathways: For academic planning only
C. K-12 Architecture Kit: Provides data structure but no intervention features
D. Admissions Connect: For applicant tracking
Implementation Tip:
Create custom fields for tech needs and well-being scores
University Investment Services (UIS) is an internal department that manages the university endowment through financial investments. It operates independently of the university and only works with investment companies and financial institutions. UIS is interested in a CRM that will track investment companies, its company Contacts. Leads, Opportunities, and Activities.
Which solution should the consultant recommend?
A. Sales Cloud
B. Education Data Architecture
C. Financial Services Cloud
Explanation:
Since University Investment Services (UIS) operates independently and focuses on managing financial investments with external firms, the most appropriate solution is Financial Services Cloud (FSC). Here's why:
✔ Why Financial Services Cloud is the best fit:
Purpose-built for wealth management, banking, and institutional investment use cases
Supports tracking of investment companies, contacts, leads, opportunities, and activities
Offers relationship mapping, financial account tracking, and household/business structures
Includes tools for wallet share, referral tracking, and client onboarding
❌ Why the other options don’t fit:
A. Sales Cloud: While it supports leads and opportunities, it lacks the financial services-specific data model and relationship tools UIS would need
B. Education Data Architecture (EDA): Designed for student, faculty, and academic program management—not for investment or financial CRM use cases
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