Salesforce Certified Education Cloud Consultant Exam Practice Test

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Total 200 questions
Question 1

A university using the Education Data Architecture (EDA) finds that some addresses in the system have minor data entry errors that need to be corrected. The university wants to ensure that the system to existing rather than creating new address records.

What should the do to meet this?



Answer : B

According to the Salesforce Education Cloud Consultant documents, the EDA Setting for Simple Address Change Treated as Update allows the system to update existing address records when a user makes a minor change to an address, such as correcting a typo or adding an apartment number. This prevents the creation of duplicate address records and ensures data quality. If this setting is disabled, the system will create a new address record whenever an address is changed, even if the change is minor.Reference:

EDA Documentation: Address Management

Trailhead: Education Data Architecture Basics


Question 2
Question 3

A private school's advancement office is looking for a fundraising solution that will create giving pages, process online donations and easily integrate with Salesforce.

Which solution should the consultant recommend?



Answer : C

Elevate is a suite of products that helps nonprofits and educational institutions with online fundraising, payment processing, and accounting reconciliation. Elevate includes Giving Pages, Payment Services, and Accounting Subledger. Giving Pages allows organizations to create branded, mobile-friendly donation forms that can be embedded on websites or shared through email and social media. Payment Services enables secure and flexible payment processing for online donations, recurring gifts, and pledges. Accounting Subledger simplifies the process of reconciling donations and payments with the general ledger, and supports multiple currencies and tax regulations.Reference:

Salesforce.org Elevate Overview

Salesforce.org Elevate Data Sheet

Prepare for Your Salesforce Education Cloud Consultant Credential


Question 4

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, and its company Contacts, Leads, Opportunities, and Activities.

Which solution should the consultant recommend?



Answer : A

Sales Cloud is a CRM solution that helps sales teams manage their sales processes, from lead generation to closing deals. Sales Cloud can track investment companies and their contacts, leads, opportunities, and activities, as well as provide reports and dashboards to monitor performance and revenue. Sales Cloud can also integrate with other Salesforce products, such as Marketing Cloud and Service Cloud, to create a unified customer experience. Sales Cloud is suitable for UIS because it operates independently of the university and does not need the specific features of Education Cloud or Financial Services Cloud, which are designed for higher education institutions and financial services providers, respectively. Heroku is a cloud platform that allows developers to build, run, and scale applications, but it is not a CRM solution by itself.Reference:[Sales Cloud Overview], [Sales Cloud Features], [Sales Cloud Pricing]


Question 5

Where should the consultant go to configure Primary Affiliation fields on the Contact record in the Education Data Architecture (EDA)?



Answer : C

Affiliation Mappings are used to automatically create and populate the Primary Affiliation field on the Contact record based on the Account record type of the related Affiliation. For example, if a Contact has an Affiliation with an Account of record type ''Academic Program'', the Primary Affiliation field on the Contact record will be populated with that Account name. The consultant can go to Affiliation Mappings in EDA Settings to configure which Account record types should trigger this behavior and which fields should be used to store the Primary Affiliation.Reference:

Education Data Architecture Basics- Unit 3: Affiliations and Relationships

EDA Documentation- Affiliation Mappings


Question 6

A university plans to use Salesforce for its recruitment and admissions process and needs to integrate it with the Student Information System (SIS).

Which step should the consultant take initially?



Question 7

Staff need to track which requirements must be met for a student application.

Which Education Cloud objects should be used?



Answer : B

The consultant should use the Document Checklist Item object to track which requirements must be met for a student application. Document Checklist Item records are related to Application records and define the type, status, and source of the required documents. Action Plans are used to track tasks or actions related to an application or enrollment process, not document requirements. Application Material Mapping is used to map application documents to application requirements, not to track them. Reference:

https://help.salesforce.com/s/articleView?id=sf.admissions_connect_document_checklist_item.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.admissions_connect_action_plan_item.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.admissions_connect_application_material_mapping.htm&type=5


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Total 200 questions