Education CONSULTANT STUDY GUIDE
EDUCATION CLOUD APPLICATIONS, SETTINGS AND CONFIGURATION 23%
Explain the capabilities and limitations of Higher Education Data Architecture (EDA), including compatibility with other Salesforce products and features.
- New! TRAILHEAD: Manage Your Higher Ed Data with HEDA (revised)
- TRAILHEAD: Salesforce.org Education Cloud Basics
- Education Data Architecture (EDA) Documentation
- New! Healthy Org Workbook
Install and configure EDA.
- Education Data Architecture (EDA) Documentation
- New! TRAILHEAD: Manage Your Higher Ed Data with HEDA (revised)
- Salesforce HEDA Repository on GitHub
Install and configure Advisor Link.
IMPLEMENTATION STRATEGIES 18%
Given a scenario, determine how to facilitate a successful implementation (plan, gather requirements, design, build, test, document, deploy, and optimize).
- TRAILHEAD: Understand Why Salesforce Adopted Agile
- New! TRAILHEAD: Project Management Plan Lite for Salesforce Partners
- Best Practices: How to Craft a CRM Strategy for Higher Ed
- Best Practices: 5 Steps to a Successful Implementation
- Salesforce Getting Started Workbook
- Sandbox Types and Templates
- Top 3 CRM Implementation Considerations to Consider
Advise on governance, change management, staffing, and adoption best practices including community resources for long-term solution success.
- Trailhead: Manage Organizational Change
- New! Develop a Salesforce Org Strategy to Achieve a Unified Experience (article)
- Ask an Architect: Governance, Huh?
- Ask an Architect: Why do I need a Center of Excellence, Anyway?
- Higher Education User Groups
- Salesforce Higher Education Advisory Council
- Success With Salesforce: Strategic Governance for Nonprofits, Schools, and Universities
- Why Staffing Your CRM Team Matters
Given a scenario, identify timing considerations for a successful deployment.
SOLUTION DESIGN 19%
Explain the similarities, differences, and relationships between HEDA account models, and standard Salesforce Account-Contact data models.
- New! TRAILHEAD: Manage Your Higher Ed Data with HEDA (revised)
- Higher Education Data Architecture (HEDA) Documentation
Given a scenario, design an appropriate and scalable solution for a higher education customer.
- Best Practices: 4 Things to Consider When Tracking Contacts Former Names in HEDA
- Ask an Architect: Effective Use of Your CRM and Marketing Solutions
- Enterprise Architecture: Single-org vs. Multi-org Strategy
- Higher Education Data Architecture (HEDA) Documentation
- Advisor Link Documentation
- Salesforce Communities User Licenses
- Salesforce Standard User Licenses
Identify the available open source community solutions that exist and where to find them.
- Building an Education Cloud App on HEDA
- Higher Ed Award Snapshot: Maryville University Leads in Student Systems and Services
- Interactions for Student Recruitment (code repository on GitHub)
- Object Merge (code repository on GitHub)
- Object Merge Chatter Group (Power of Us login required)
- Understanding Packages
- Welcome to the Higher Ed Open Source Software Community
Given a scenario, determine when it is appropriate to use HEDA, other Salesforce solutions, community open source solutions, and third party applications.
- TRAILHEAD: Community Cloud Basics
- TRAILHEAD: Get Started with Pardot
- New! TRAILHEAD: Manage Your Higher Ed Data with HEDA (revised)
- TRAILHEAD: Marketing Cloud Products
- TRAILHEAD: Sales Cloud Platform Quick Look
- TRAILHEAD: Service Cloud Platform Quick Look
- Build vs. Buy Considerations for Higher Ed
- Introducing the Salesforce Education Cloud
- Salesforce Engage
- Salesforce Messaging
- Salesforce Inbox
- Salesforce Mass Email
DOMAIN EXPERTISE 19%
Given a business challenge, determine the Salesforce solutions that satisfy customer requirements for marketing and engagement.
- TRAILHEAD: Distributed Marketing Features
- TRAILHEAD: Gmail Integration
- New! TRAILHEAD: Salesforce and Pardot Integration
- New! TRAILHEAD: Marketing Cloud for Salesforce Partners
- Pardot for Higher Education Recruiting and Admissions - Demo (Video)
- Salesforce and GDPR
- Salesforce Data Portability Management
- Social Network Support
- Using Data in Journey Builder
Given a business challenge, determine the Salesforce solutions that satisfy customer requirements for recruitment and admissions.
- New! TRAILHEAD: Service Cloud for Salesforce Partners
- TRAILHEAD: Community Cloud Basics
- TRAILHEAD: Einstein Discovery Story Insights
- TRAILHEAD: Lightning Flow
- TRAILHEAD: Manage Your Higher Ed Data with HEDA
- TRAILHEAD: Opportunity Management
- TRAILHEAD: Salesforce CRM Customization and Extension
- TRAILHEAD: Quickstart - Einstein Analytics (Project)
- New! Recruitment and Admissions (Overview Video)
- New! Workbook on Recruiting and Admissions (.pdf)
Given a business challenge, determine the Salesforce solutions that satisfy customer requirements for student success.
- New! TRAILHEAD: Build a Connected Campus with Education Cloud
- TRAILHEAD: Community Rollout Strategy
- TRAILHEAD: Get Started with Service Cloud for Lightning Experience
- TRAILHEAD: Manage Your Higher Ed Data with HEDA
- TRAILHEAD: Screen Flow Distribution
- Higher Education Data Architecture (HEDA) Documentation
- Advisor Link Documentation
Given a business challenge, determine the Salesforce solutions that satisfy customer requirements for advancement and alumni relations.
- New! TRAILHEAD: Achieve Advancement Goals with Education Cloud
- TRAILHEAD: Boost Adoption with Inbox
- TRAILHEAD: Campaign Basics
- TRAILHEAD: Community Cloud Basics
- TRAILHEAD: Customize a Sales Path for Your Team (Project)
- TRAILHEAD: Sales Cloud Einstein
- TRAILHEAD: Salesforce CRM Customization and Extension
- Supported Social Networks in Social Studio
- Using Data in Journey Builder
INTEGRATION AND DATA MANAGEMENT 17%
Given a scenario, explain integration considerations for connecting higher education systems in an Education Cloud implementation.
- TRAILHEAD: Get to Know Salesforce Identity
- TRAILHEAD: Introduction to Salesforce Connect
- TRAILHEAD: Lightning Platform API Basics
- Ask an Architect: 5 Steps to an Effective Salesforce Data Management Strategy
- Higher Education Data Architecture (HEDA) Documentation
- Integration Patterns and Practices - Batch Data Synchronization
- Integrating Salesforce with Banner
- Salesforce Data Loader
- Salesforce Data Import Wizard
Given a scenario, explain data migration considerations in Education Cloud.
- TRAILHEAD: Large Data Volumes
- Ask an Architect: 3 Recommended Steps to Building a Data Retention Policy
- Higher Education Data Architecture (HEDA) Documentation
- Advisor Link Documentation
- What is the difference between External ID and Unique ID?
Given a scenario, analyze the implications and design considerations of large data volumes.
- TRAILHEAD: Large Data Volumes
- Designing Record Access for Enterprise Scale: Ownership Data Skew
- Effective Use of Your CRM and Marketing Solutions
- Long and Short Term Approaches for Tuning Force.com Performance
- Two Steps to Optimize Your Data Model and Avoid CRM Performance Degradation
Given a scenario, explain data management considerations in Education Cloud.
- Ask an Architect: 5 Steps to an Effective Salesforce Data Management Strategy
- Merge Duplicate Contacts in Salesforce Lightning Experience
- Manage Duplicate Records
- Object Merge (code repository on GitHub)
- Object Merge Chatter Group (Power of Us login required)
- Two Steps to Optimize Your Data Model and Avoid CRM Performance Degradation
- New! Three Steps to Reviewing Your Data Security in Community Cloud (article)
- New! Secure Your Data in Community Cloud with Advanced Configuration (article)
- New! Three Steps to Verify Your Community Cloud Security Settings (article)
ANALYTICS 5%
Given a scenario, determine the appropriate reporting solution in Education Cloud.
- New! TRAILHEAD: Manage Your Higher Ed Data with HEDA (revised)
- New! TRAILHEAD: Donor Insights with Education Cloud
- TRAILHEAD: Reports and Dashboards for Salesforce Classic
- TRAILHEAD: Reports and Dashboards for Lightning Experience
- Subscribe Users, Groups, and Roles to Reports in Lightning Experience
- New! Improve Report Performance: Best Practices
Given a scenario, explain the security and data visibility considerations when designing reports and dashboards to serve different personas.