The advancement team uses Salesforce 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?
Correct Answer:
A
The consultant should recommend Einstein Prediction Builder for the advancement team to create a tool that helps determine whether they will meet the campaign goal. Einstein Prediction Builder allows users to create custom predictions based on their Salesforce data, such as predicting the likelihood of a donor giving a certain amount or reaching a certain level of engagement. Campaign Influence is a feature that tracks how campaigns influence opportunities, not campaign goals. Tableau Prep Conductor is a tool that automates and schedules data preparation flows, not predictions. References:
✑ https://help.salesforce.com/s/articleView?id=sf.bi_einstein_prediction_builder.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.campaigns_influence.htm&type=5
✑ https://help.tableau.com/current/prep/en-us/prep_conductor.htm
The Law school's dean, recruitment director, and end users want to implement Salesforce so they can have a central, shared reporting system of engagement for recruitment and admission processes and raise enrollment by 10%. The Law school plans to grow and expand its use of Salesforce to other departments in the future; however, the IT department can only support system integration.
What should the consultant discuss first with the school?
Correct Answer:
D
The consultant should discuss the capacity to administer with the school first, because this is a critical factor for a successful implementation and adoption of Salesforce. The capacity to administer means having the resources, skills, and processes to manage and maintain the Salesforce system on an ongoing basis. The consultant should assess whether the school has a dedicated Salesforce administrator or team, or whether they need to hire or train one. The consultant should also advise the school on the best practices and tools for administering Salesforce. Leadership sponsorship, business objectives, and metric identification are important factors for a successful implementation, but they are already given in the scenario, so they do not need to be discussed first by the consultant. References:
✑ https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-cloud-basics-key-stakeholders
✑ https://trailhead.salesforce.com/en/content/learn/modules/admin_intro
A college wants to create a resource for its Center of Excellence (CoE) where users can vote on suggestions and ...............................
What should a consultant create to meet the requirement?
Correct Answer:
C
A Chatter group is what the consultant should create to meet the requirement of creating a resource for the CoE where users can vote on suggestions and collaborate with each other. A Chatter group is a feature that allows users to share ideas, files, polls, and events with a specific set of people. Users can also like and comment on posts, and follow topics and people in a Chatter group. A Public Group, a Success Team, and a Queue are not features that can create a resource for the CoE where users can vote on suggestions and collaborate with each other. References:
✑ https://help.salesforce.com/s/articleView?id=sf.collab_groups_overview.htm&type=5
✑ https://trailhead.salesforce.com/en/content/learn/modules/chatter_basics/chatter_b asics_groups
A consultant is enabling Course Connections for the first time in the Education Data Architecture.
What should the consultant do first?
Correct Answer:
D
The first thing that the consultant should do when enabling Course Connections for the first time in EDA is to set record types for Course Connections. Record types allow the consultant to define different types of course connections, such as instructor, student, or teaching assistant. Record types also determine the page layout and picklist values for each type of course connection. Running Course Connections Backfill, setting up Course Offering Schedule, and disabling Course Enrollments are not the first steps to enable Course Connections in EDA. References:
✑ https://powerofus.force.com/s/article/EDA-Course-Connections
✑ https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5