The Advancement office is replacing its old CRM system with Salesforce.
After creating its technology roadmap and fundraising timeline, the new Salesforce environment may go live during a major capital fundraising campaign.
Which critical factor should the consultant identify?
Correct Answer:
A
The consultant should identify resource availability as a critical factor for the Advancement office??s new Salesforce environment going live during a major capital fundraising campaign. Resource availability refers to the amount and type of resources that are needed and available for a project, such as staff, time, budget, or equipment. Resource availability is a critical factor for the Advancement office??s new Salesforce environment going live during a major capital fundraising campaign, because it can affect the project scope, timeline, quality, and success. The consultant should assess and plan for resource availability to ensure that the project can be completed and delivered without compromising the fundraising campaign. Technical complexity, staff cross-training, and cost of the implementation are not critical factors for the Advancement office??s new Salesforce environment going live during a major capital fundraising campaign. References:
✑ https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf
✑ https://trailhead.salesforce.com/en/content/learn/modules/project-management-basics/project-management-basics-plan
An Admissions office is interested in using Admissions Connect to manage its student applications and to recede supporting do.
How are application documents saved in Admissions Connect?
Correct Answer:
A
Application documents are saved as Salesforce Files in Admissions Connect, which are attached to the Application record or the Application Material Mapping record. Document Type is a field on the Application Material Mapping object that defines the type of document required for an application requirement. Action Plan Item is an object that tracks tasks or actions related to an application or enrollment process. References:
✑ https://help.salesforce.com/s/articleView?id=sf.admissions_connect_files.htm&type=5
✑ https://help.salesforce.com/s/articleView?id=sf.admissions_connect_application_material_mapping.htm&type=5
Where can a customer find more information on Salesforce open-source and community sprint information?
Correct Answer:
B
The customer can find more information on Salesforce open-source and community sprint information on Trailblazer Community. Trailblazer Community is a platform that connects Salesforce customers, partners, employees, and enthusiasts to learn, share, and collaborate on Salesforce topics and projects. Trailblazer Community provides information on Salesforce open-source and community sprint events, such as dates, locations, agendas, or registration links. The customer can also join groups, forums, or blogs related to Salesforce open-source and community sprint topics on Trailblazer Community. Trust.salesforce.com, Partner Community, or AppExchange are not platforms where the customer can find more information on Salesforce open-source and community sprint information. References:
✑ https://trailhead.salesforce.com/en/content/learn/modules/trailblazer-community-basics
✑ https://trailblazercommunitygroups.com/sprints/
A university wants a Salesforce solution that manages student applications and application reviewer assignments.
Which solution should the consultant recommend?
Correct Answer:
C
Admissions Connect is a solution that the consultant can recommend to meet the requirement of managing student applications and application reviewer assignments. Admissions Connect is a solution that extends EDA to meet the needs of higher education admissions and enrollment. Admissions Connect provides features such as online application management, application review, decision delivery, and reviewer assignments. The consultant can help the university configure and customize Admissions Connect to support their recruitment and admissions processes. Program Management Module, Case Management, and Student Success Hub are not solutions that can manage student applications and application reviewer assignments. References:
✑ https://www.salesforce.org/products/admissions-connect/overview/
✑ https://trailhead.salesforce.com/en/content/learn/modules/admissions-connect- basics
An Admissons office is interested in evaluating historical trends of its applicants to get greater insights on its applications yield and melt.
What should the consultant advise?
Correct Answer:
B
The consultant should advise to use the Admissions Connect Tableau Accelerator to evaluate historical trends of its applicants and get greater insights on its applications yield and melt for the Admissions office. The Admissions Connect Tableau Accelerator is a tool that provides pre-built dashboards and reports for Admissions Connect users to analyze their data and metrics. The Admissions Connect Tableau Accelerator can help the Admissions office evaluate historical trends of its applicants and get greater insights on its applications yield and melt by using features such as funnel analysis, cohort analysis, or geographic analysis. Leveraging the existing sample reports, creating a custom report type, or using Data Studio to process old data are not ways to evaluate historical trends of its applicants and get greater insights on its applications yield and melt for the Admissions office. References:
✑ https://www.salesforce.org/products/admissions-connect/overview/
✑ https://www.salesforce.org/wp-content/uploads/2021/06/Salesforce.org-Admissions-Connect-Tableau-Accelerator.pdf