Salesforce Education Cloud Consultant: Archived Exam Notes

Key takeaway: Education Cloud uses person accounts so an individual exists in their own right, which suits students who are not employees of an organisation.

1. AAs a user record in the org with a licence assigned for the applicant portal
2. BAs a contact attached to a placeholder account created for unaffiliated people
3. CAs a lead record that is converted only once they accept an offer of a place
4. DAs a person account

Key takeaway: Affiliations connect a person to an organisation such as a school, department or employer, with a role and a date range.

1. AA relationship between a person and an organisation
2. BThe set of courses a student has enrolled on during a given academic term
3. CThe advisor who has been assigned to support the student through their degree
4. DThe financial aid package that has been awarded to a particular student

Key takeaway: Program enrollment represents membership of the programme, and course connections record the individual courses taken within it.

1. AAn opportunity record for the programme with six product line items on it
2. BA single affiliation record listing all six of the courses in its description
3. CA program enrollment with course connections beneath it
4. DSix separate program enrollments, one created for each of the courses taken

Key takeaway: Recruitment, financial aid and alumni giving all involve parents and siblings, so the household gives those relationships somewhere to live.

1. AFamily members are often involved in decisions and giving
2. BCourse connections can only be created for students who belong to a household
3. CRegulators require every student's home address to be stored on a separate object
4. DThe platform is unable to store more than one address against a person account

Key takeaway: An application record moves through defined stages, which is what gives the team a pipeline view and consistent reporting.

1. AA task assigned to an admissions officer for every stage the applicant reaches
2. BA case raised against the applicant for each step of the admissions process
3. CA new program enrollment created at the start of each stage of the process
4. DAn application record with stages

Key takeaway: Advising relationships need to be explicit so the institution knows who is responsible for a student and can report on caseloads.

1. AIt holds the advisor's own employment details and contract information
2. BIt records who supports a student and in what capacity
3. CIt tracks the fees that the student owes for the advisory service provided
4. DIt lists the courses the advisor is responsible for teaching in the term

Key takeaway: Academic history matters for progression and reporting, so the record of what happened is kept and the new period added alongside it.

1. AThe original program enrollment is deleted and recreated on their return
2. BThe history is retained and a new enrolment period recorded
3. CA second person account is created to represent the returning student
4. DThe affiliation is edited so that the gap in attendance is not visible

Key takeaway: Universities are structured in layers, and modelling that hierarchy lets you roll reporting and access up and down it.

1. AIt reflects how faculties and departments actually nest
2. BIt controls which members of staff are able to log in to the system at all
3. CIt determines the order in which students are offered places on a course
4. DIt sets the tuition fee that applies to each of the programmes on offer

Key takeaway: Attribution needs the chain from attendance to application to enrolment, which means the records have to be connected rather than counted separately.

1. AAsking each enrolled student to recall which events they attended before
2. BComparing the number of events held with the total intake for that year
3. CLinking event attendance through to the application
4. DCounting the total number of people who attended each event in the period

Key takeaway: A course exists as a catalogue entry, and each offering is that course delivered in a particular term by a particular instructor.

1. AThe course is for undergraduates and the offering is for postgraduates
2. BThe course is taught in person while the offering is delivered online only
3. CThe course is the definition; the offering is a specific run of it
4. DThe course is created by faculty and the offering by the admissions team

Key takeaway: Standard Education Cloud objects carry behaviour, reporting and future upgrades, so departing from them needs a reason the standard model cannot meet.

1. AWhether the client has enough custom object capacity left in their org
2. BWhether the custom object could be renamed to match the standard one instead
3. CWhether the custom object can be moved into a separate Salesforce org
4. DWhether the standard model already covers the requirement

Key takeaway: Opportunities model a sales pipeline that closes.

1. AOpportunities are unable to store any date fields for start and end periods
2. BEnrolment is an ongoing state, not a deal to be won
3. CProgram enrollments are the only object that can relate to a person account
4. DOpportunities cannot be reported on alongside the other education objects

Key takeaway: Because the person persists across the whole lifecycle, their study history and their giving sit on the same record rather than in two systems.

1. AA separate alumni database synchronised with the student system each night
2. BA second person account created for the individual once they graduate
3. CThe same person record carries both
4. DA rule preventing academic records from being edited after graduation

Key takeaway: The model has to fit the real academic structure and student lifecycle, so understanding those comes before any object design.

1. AWhich reporting tool the institution intends to use after go-live
2. BHow the institution is structured and how students move through it
3. CHow many custom fields the institution has created in its previous system
4. DWhich Salesforce licence type each member of staff has been assigned

Key takeaway: It covers recruitment, admissions, enrolment, advising, retention and alumni relations as one continuous relationship.

1. AThe student relationship from enquiry to alumnus
2. BThe timetabling of classrooms and teaching staff across each academic term
3. CThe delivery of course content and assessment to enrolled students online
4. DThe payroll and contracts of the academic staff employed by the institution