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Education CLOUD 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.

  • Advisor Link Documentation

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.

  • Best Practices: 5 Steps to a Successful Implementation
  • Salesforce.org Releases - 2019
  • Advisor Link Release Announcements Chatter Group (Power of Us login required)
  • HEDA Release Announcements Chatter Group (Power of Us login required)

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.

  • Higher Education Data Architecture (HEDA) Documentation
  • Set Up Report Management for External Users - Create and Edit Reports
  • Share a Report or Dashboard with a Group in Salesforce Classic
  • User Permissions for Sharing Reports and Dashboards

CHECK OUT PRACTICE EXAM

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