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A large university is planning to release a new recruitment and admissions solution using Salesforce. The university is closely evaluating a launch window in conjunction with the campus calendar.
Where should the university confirm the Salesforce product release dates that could impact the timeline?
The university can confirm the Salesforce product release dates that could impact the timeline on the Salesforce Trust website. The Salesforce Trust website provides information about the maintenance schedule, release calendar, and release readiness for Salesforce products. The university can use this information to plan their launch window in conjunction with the campus calendar. Trailhead, Setup Menu, and Partner Community are not places where the university can confirm the Salesforce product release dates. Reference:
https://status.salesforce.com/products/all/maintenances
https://trailhead.salesforce.com/en/content/learn/modules/salesforce-release-readiness-strategies
The director of graduate recruitment is interested in Education Cloud. Recruitment staff need to access Opportunity and Campaign Member information about students. The IT director is concerned about cost and suggests using other license types for recruitment users.
What should the consultant discuss with the client?
The consultant should discuss with the client that the business user case requires a full Salesforce license, not other license types. A full Salesforce license allows users to access standard CRM functionality, such as Accounts, Contacts, Opportunities, and Campaigns. This is what the recruitment staff need to access Opportunity and Campaign Member information about students. Other license types, such as Lightning Platform or Community licenses, have limited access to CRM functionality and may not meet the business user case. Reference:
https://help.salesforce.com/s/articleView?id=sf.users_license_types_available.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/identity_basics/identity_basics_licenses
A college is planning an advancement campaign and wants to create a report using Cross Filters that segments business school alumni by Household who work for Fortune 500...
Which report should the consultant create to meet the requirement?
A Contact and Account report can be used to segment business school alumni by Household who work for Fortune 500 companies using Cross Filters. The report can filter Contacts by their Primary Affiliation to the business school and their Household Account Name, and then use a Cross Filter to show Accounts with Account Type equals Fortune 500. A Contact and Affiliations report can show the affiliation details of Contacts, but not their Household information. A Contact and Relationships report can show the relationship details of Contacts, but not their Account Type. Reference:
https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm&type=5
https://powerofus.force.com/s/article/EDA-Reports
Which metric should the consultant recommend to determine whether the Implementation project is successful?
Measuring Implementation Success:
The percentage of staff logins each month is a strong indicator of user adoption and engagement with the new system. High login rates suggest that staff members are regularly using Education Cloud for their daily tasks.
Why Percentage of Staff Logins:
User Adoption: Frequent logins indicate that staff are actively using the system, which is critical for the success of the implementation.
Engagement: High engagement rates reflect that the staff find the system useful and are leveraging it to manage their workflows.
Data Accuracy: Regular use ensures that data entered into the system is current and accurate, improving overall data quality.
How to Track:
Login Reports: Create reports in Salesforce to track the number of logins by staff members each month.
Dashboards: Set up dashboards to visualize login trends and identify patterns or areas needing improvement.
Steps to Implement:
Create Login Report:
Navigate to the Reports tab and create a new report based on the User Login History object.
Include fields such as User Name, Login Date, and Login Time.
Group the data by month to calculate the percentage of active users.
Set Up Dashboard:
Create a dashboard that displays the login data.
Use charts and graphs to visualize the percentage of staff logins each month.
An Admissions office is interested in using Admissions Connect to manage its student applications and to recede supporting do.
How are application documents saved in Admissions Connect?
Application documents are saved as Salesforce Files in Admissions Connect, which are attached to the Application record or the Application Material Mapping record. Document Type is a field on the Application Material Mapping object that defines the type of document required for an application requirement. Action Plan Item is an object that tracks tasks or actions related to an application or enrollment process. Reference:
https://help.salesforce.com/s/articleView?id=sf.admissions_connect_files.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.admissions_connect_application_material_mapping.htm&type=5
