Question # 1
The director of advancement at a small college requests report access for a dozen alumni volunteers who will call potential donors. The volunteers will use Customer Community Plus licenses. The consultant has set up a profile for the volunteers.
What should the consultant set up so the volunteers can create and edit reports as external users?
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A. Enable the Create and Customize Reports, Report Builder, and Edit My Reports permissions on the Volunteers profile. | B. Create a volunteer public group and a sharing rule that grants Read permissions to reports. | C. Create a new role for the volunteers in the role hierarchy, and grant permissions to Create and Customize Reports. |
C. Create a new role for the volunteers in the role hierarchy, and grant permissions to Create and Customize Reports.
Explanation: To enable external users to create and edit reports, the consultant should grant them the necessary permissions on their profile. The Create and Customize Reports permission allows users to create new reports and edit existing ones. The Report Builder permission allows users to use the report builder tool to design reports. The Edit My Reports permission allows users to edit reports that they own or have access to. The consultant should enable these permissions on the Volunteers profile to meet the requirement of the director of advancement. References: [Salesforce Education Cloud Academy: Consultant Fundamentals], [Report Permissions for External Users]
Question # 2
College advisors want assistance proactively identifying student issues as they arise. Which functionality in Student Success Hub should the consultant recommend? |
A. Advising Events | B. Mass Actions | C. Early Alerts | D. Success Plans |
C. Early Alerts
Explanation: Early Alerts is a functionality in Student Success Hub that the consultant can recommend to meet the requirement of providing assistance to proactively identify student issues as they arise. Early Alerts is a feature that allows users to create and manage alerts for students who may need intervention or support, such as academic, financial, or personal issues. Early Alerts can help college advisors proactively identify student issues as they arise by using features such as Alert Reasons, Alert Statuses, or Alert Assignment Rules. Advising Events, Mass Actions, and Success Plans are not functionalities in Student Success Hub that can meet the requirement of providing assistance to proactively identify
student issues as they arise.
Question # 3
A university works with business professionals through a continuing education program. Corporate recruiters work with employers to sponsor these programs.
Which object should recruiters use to track the progress of sponsorship requests? |
A. Campaign | B. Opportunity | C. Program Plan | D. Affiliation |
B. Opportunity
Explanation: Opportunity is an object that recruiters should use to track the progress of sponsorship requests. Opportunity is an object that represents a potential sale or revenue source for an organization, such as a donation, grant, or sponsorship. Opportunity can be used to track various information about a sponsorship request, such as amount, stage, probability, or close date. Campaign, Program Plan, and Affiliation are not objects that recruiters should use to track the progress of sponsorship requests.
Question # 4
An academic advisor is preparing for a meeting with a student. The advisor wants to review the classes associated with the student's course of study to ensure the student is on track for gradual to review the academic options with the using Salesforce.
Which functionality should a consultant recommend?
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A. Academic program | B. pathways | C. Affiliation |
B. pathways
Explanation: The consultant should recommend Pathways for the academic advisor to review the classes associated with the student’s course of study and ensure the student is on track for graduation. Pathways allow advisors to create and monitor academic plans for students based on their program requirements and course offerings. Academic Program is an object that defines the program of study that a student is enrolled in, but it does not show the classes or progress. Affiliation is an object that tracks the relationship between a Contact and an Account, such as a student and a school, but it does not show the classes or progress.
Question # 5
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?
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A. Sales Cloud | B. Heroku | C. Education Data Architecture | D. Financial Services Cloud |
A. Sales Cloud
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