Education-Cloud-Consultant Practice Test
Updated On 18-Sep-2025
204 Questions
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?
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.
Explanation:
Why Profile Permissions Are Required:
Community users need explicit permissions to create/edit reports
Must enable three key permissions:
• Create and Customize Reports
• Report Builder
• Edit My Reports
Profile-level control is mandatory for external users
Implementation Steps:
Navigate to the Volunteer profile in Setup
Under "Standard Object Permissions", enable report permissions
Verify in Community Workspace
Why Other Options Don't Work:
B (Sharing rules): Controls record access, not report creation ability
C (Role hierarchy): Doesn't apply to external community users
Security Best Practices:
Limit report folders to volunteer-specific views
Use IP restrictions if calling from campus
Provide report templates
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
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.
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
Explanation:
In Salesforce, the Opportunity object is designed to track revenue-generating activities and deal progress—making it the ideal fit for managing sponsorship requests in a continuing education context.
When corporate recruiters work with employers to sponsor programs, each sponsorship request can be treated as an Opportunity record, allowing the university to:
- Track the stage of the sponsorship (e.g., Proposed, Negotiation, Closed Won)
- Record expected and actual funding amounts
- Associate the Opportunity with the employer Account and recruiter Contact
- Forecast revenue and report on sponsorship pipeline
This approach aligns with standard Salesforce sales processes while adapting to the university’s advancement and partnership goals.
Why the other options don’t fit:
A. Campaign: Useful for marketing and outreach efforts, but not for tracking individual sponsorship deals
C. Program Plan: Represents academic structures—not financial or partnership transactions
D. Affiliation: Tracks relationships between Contacts and Accounts, but doesn’t support opportunity stages or revenue tracking
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?
A. Academic program
B. pathways
C. Affiliation
Explanation:
Why Pathways is the Best Fit:
Specifically designed for academic advising in Student Success Hub
Provides visual degree progression tracking
Shows:
• Completed courses
• Current enrollment
• Remaining requirements
• Alternative course options
Advisor Benefits:
Identifies off-track students automatically
Recommends course substitutions
Displays graduation checklist
Updates in real-time
Why Other Options Are Less Suitable:
A (Academic Program): Static program description, no tracking
C (Affiliation): Tracks relationships, not academic progress
Implementation Example:
Create pathway for "Biology BA"
Map all degree requirements
Set prerequisite rules
Enable student/advisor views
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?
A. Sales Cloud
B. Heroku
C. Education Data Architecture
D. Financial Services Cloud
Explanation:
University Investment Services (UIS) operates like a business-to-business (B2B) sales organization that manages relationships with investment companies and financial institutions.
Sales Cloud is Salesforce’s core CRM designed for managing companies (Accounts), Contacts, Leads, Opportunities, and Activities — precisely what UIS needs.
It provides robust sales and relationship management capabilities without the specialized education or financial services features that UIS doesn’t require.
Why not the others?
B. Heroku is a platform-as-a-service for building custom apps, not a CRM solution out of the box.
C. Education Data Architecture (EDA) is designed for managing educational institutions’ student and academic data, not B2B investment relationships.
D. Financial Services Cloud is tailored for retail banking, wealth management, and insurance, but may be more complex than needed for UIS's specific CRM needs.
| Page 1 out of 41 Pages |