The director of finance needs a solution that aligns pledges and donations captured in Salesforce with Gift Entry Manager (GEM) with the institution's finance system.
Which solution should the consultant recommend to meet the requirement?
Correct Answer:C
Accounting Subledger is a solution that the consultant can recommend to align pledges and donations captured in Salesforce with GEM with the institution??s finance system. Accounting Subledger allows the institution to create accounting-ready data from Salesforce and export it to their finance system. Accounting Subledger also provides reports and dashboards that show the reconciliation status and discrepancies between Salesforce and the finance system. Using the Bulk API, using Salesforce Connect, and installing Outbound Fund Module are not solutions that can align pledges and donations captured in Salesforce with GEM with the institution??s finance system. References:
✑ https://www.salesforce.org/nonprofit/accounting-subledger/
✑ https://www.salesforce.org/wp-content/uploads/2020/08/Accounting-Subledger- Data-Sheet.pdf
The Admissions office sends 25 email 10 students slarty. The Director of needs to manage cohorts of prospective students and automate personalized emails.
Which two solutions should the consultant recommend to meet the requirement? Choose 2 answers
Correct Answer:AB
The consultant should recommend Journey Builder and Salesforce Campaigns to meet the requirement of managing cohorts of prospective students and automating personalized emails. Journey Builder is a tool that allows users to design and automate customer journeys across channels, such as email, mobile, social, and web. Salesforce Campaigns is a feature that helps users track and measure the effectiveness of marketing initiatives, such as email campaigns, events, webinars, etc. By using Journey Builder and Salesforce Campaigns together, the Admissions office can create and execute targeted email campaigns for different segments of prospective students, based on their interests, preferences, behaviors, and interactions. The email campaigns can also be personalized with dynamic content, such as student names, program names, deadlines, etc. Additionally, the Admissions office can monitor and analyze the performance of the email campaigns, such as open rates, click rates, conversions, etc., and optimize them
accordingly. References: Journey Builder Basics, Salesforce Campaigns, Create and Send Targeted Email Campaigns
The Director of Advising wants to understand what students say are the most common reasons for scheduling advising appointments.
What should the consultant include in a report to meet the requirement?
Correct Answer:B
✑ Understanding Student Advising Reasons:
✑ Reporting on Appointment Topics:
✑ Steps to Create the Report: References:
✑ Salesforce Documentation: Creating Reports and Dashboards
The Accessible Education office needs to track accommodations made for students disability and accessibility needs.
How should the consultant design the Salesforce environment to meet the requirement?
Correct Answer:B
The consultant should design the Salesforce environment to meet the requirement of tracking accommodations made for students?? disability and accessibility needs by leveraging the Attribute object. The Attribute object is an object in EDA that allows users to store information about a Contact??s characteristics, preferences, or needs, such as language, ethnicity, or disability. The consultant can leverage the Attribute object to track accommodations made for students?? disability and accessibility needs by creating Attribute records for each student and associating them with their Contact records. Using the Behavior Response object, configuring a custom object, or creating custom fields on the Contact object are not ways to design the Salesforce environment to meet the
requirement of tracking accommodations made for students?? disability and accessibility needs. References:
✑ https://powerofus.force.com/s/article/EDA-Attributes
✑ https://powerofus.force.com/s/article/EDA-Attributes-Create
A university plans to use Salesforce to manage its recruitment and admissions process. A prospective student goes through four maturation stages: Suspects, Prospects, Applicants, and Matriculated. IDs are assigned by the Student Information System (SIS) at the Applicant stage.
Salesforce is the system of record in which two stages? Choose 2 answers
Correct Answer:BC
Salesforce is the system of record in the Suspect and Prospect stages of the recruitment and admissions process for the university. A system of record is a system that serves as the authoritative source of data for a given entity or process. Salesforce is the system of record in the Suspect and Prospect stages, because it stores and manages information about potential students who have expressed interest or have been identified as targets by the university, such as name, email, phone, or program of interest. The Student Information System (SIS) is the system of record in the Applicant and Matriculated stages of the recruitment and admissions process for the university. The SIS is a system that stores and manages information about students who have applied or enrolled at the university, such as ID, transcripts, test scores, or financial aid. References:
✑ https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf
✑ https://trailhead.salesforce.com/en/content/learn/modules/highered_admissions
The Advancements Office wants Salesforce to automatically create a supporters' score based on their donation amount, giving capacity, giving history, and relationship type to the university.
Which Salesforce solution should the consultant recommend?
Correct Answer:C
Einstein Prediction Builder is a Salesforce solution that the consultant can recommend to automatically create a supporters?? score based on their donation amount, giving capacity, giving history, and relationship type to the university. Einstein Prediction Builder allows the consultant to create custom predictive models without code, using fields from any object as inputs and outputs. Tableau CRM, Nonprofit Success Pack, and Insights Platform Data Integrity are not Salesforce solutions that can create a supporters?? score based on the given criteria. References:
✑ https://help.salesforce.com/s/articleView?id=sf.bi_prediction_builder_overview.htm&type=5
✑ https://trailhead.salesforce.com/en/content/learn/modules/prediction_builder_basic s