The Law school's dean, recruitment director, and end users want to implement Salesforce so they can have a central, shared reporting system of engagement for recruitment and admission processes and raise enrollment by 10%. The Law school plans to grow and expand its use of Salesforce to other departments in the future; however, the IT department can only support system integration.
What should the consultant discuss first with the school?
The consultant should discuss the capacity to administer with the school first, because this is a critical factor for a successful implementation and adoption of Salesforce. The capacity to administer means having the resources, skills, and processes to manage and maintain the Salesforce system on an ongoing basis. The consultant should assess whether the school has a dedicated Salesforce administrator or team, or whether they need to hire or train one. The consultant should also advise the school on the best practices and tools for administering Salesforce. Leadership sponsorship, business objectives, and metric identification are important factors for a successful implementation, but they are already given in the scenario, so they do not need to be discussed first by the consultant. Reference:
https://trailhead.salesforce.com/en/content/learn/modules/education-cloud-basics/education-cloud-basics-key-stakeholders
https://trailhead.salesforce.com/en/content/learn/modules/admin_intro
Recruiters want to visualize the number of prospective students at various stages in the recruitment process.
Which report chart should the consultant implement?
Opportunity Funnel report is a report chart that the consultant can implement to help recruiters visualize the number of prospective students at various stages in the recruitment process. Opportunity Funnel report is a type of report that shows the distribution of Opportunities by stage, amount, or probability. Opportunity Funnel report can be used to track the progress and performance of the recruitment pipeline, and identify bottlenecks or opportunities for improvement. Application Tabular report, Education History dashboard, and Program Enrollment dashboard are not report charts that can help recruiters visualize the number of prospective students at various stages in the recruitment process. Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_charts_funnel.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/reports_dashboards/reports_dashboards_funnel
A university is interested in using Student Success Hub and a calendar integration tool to sync student appointments with the faculty advisors' Google accounts.
What should the consultant recommend?
The university advancement team wants the ability to track students' prior and current connections to other schools.
Which two object should the consultant evaluate to connect students to other educational institutions?
The consultant should evaluate the Education History and Affiliations objects to connect students to other educational institutions. Education History tracks the previous or current education of a Contact, such as the school name, degree, and graduation date. Affiliations track the relationship between a Contact and an Account, such as a student and a school. Relationship is an object that tracks the personal or professional connection between two Contacts, not between a Contact and an Account. Program Plan is an object that defines the requirements for completing an academic program, not the connection to a school. Reference:
https://help.salesforce.com/s/articleView?id=sf.ssh_education_history.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.ssh_affiliation.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.ssh_relationship.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.ssh_program_plan.htm&type=5
A university is implementing a student community and rolling it out to 20,000 students. The IT manager is concerned about the large increase in users accessing the system at any one time.
Which step should the consultant recommend?
When a university is rolling out a student community to a large number of users, it is essential to ensure that the system can handle the increased load. Salesforce has governor limits that regulate the usage of resources to ensure the platform's stability and performance. The consultant should recommend identifying areas that may impact these governor limits, such as data storage, API calls, and processing limits. By understanding and planning for these limits, the university can optimize its implementation and avoid potential issues.
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