A university is migrating from its Education Data Architecture org to Education Cloud.
Which consideration should the consultant discuss with the university?
Understanding Account Models in Education Cloud: Education Cloud typically uses the Administrative Account model to manage relationships and hierarchies between contacts (students, parents, etc.) and accounts (departments, institutions, etc.).
Administrative Account Model: This model allows educational institutions to maintain a structured and organized view of their data, which is essential for managing various relationships and processes within the institution.
Migration Considerations:
Data Mapping: Map existing data fields from the previous Education Data Architecture (EDA) to the new Administrative Account model.
Customizations: Ensure that any custom objects or fields are compatible with the Administrative Account model.
Testing: Rigorously test the migrated data to ensure integrity and accuracy.
Steps to Implement:
Data Export: Export data from the EDA org.
Data Transformation: Transform the data to fit the Administrative Account model structure.
Data Import: Import the transformed data into the new Education Cloud instance.
Validation: Verify that the data aligns with the Administrative Account model and functions as expected.
Salesforce Education Cloud Documentation: Salesforce Help: Administrative Account Model
A Recruitment department wants to centralize its recruitment efforts and application operations, and engage with students through social channels like WhatsApp.
Which solution set should the consultant recommend?
Centralizing Recruitment Efforts: Service Cloud provides a robust platform for managing and automating recruitment processes, including case management, communication tracking, and applicant management.
Digital Engagement: The Digital Engagement add-on for Service Cloud enables institutions to engage with students through various social channels, including WhatsApp, SMS, and more.
Solution Set Benefits:
Service Cloud: Offers tools for managing and automating recruitment processes, tracking applicant progress, and maintaining communication logs.
Digital Engagement: Facilitates multi-channel communication, allowing recruitment teams to interact with students on their preferred platforms like WhatsApp.
Implementation Steps:
Enable Service Cloud: Ensure Service Cloud is enabled in the org.
Set Up Digital Engagement:
Navigate to Setup and enable Digital Engagement.
Configure channels such as WhatsApp, SMS, etc., by following the setup wizards and integrating them with the existing Service Cloud setup.
Customize to Fit Recruitment Needs: Tailor the solution to meet specific recruitment workflows and requirements.
Training and Adoption: Provide training to the recruitment team on how to use the new tools and monitor adoption to ensure they leverage the system effectively.
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 costs and suggests using other license types for full-time recruitment users.
What should the consultant discuss with the client?
Understanding Licensing Requirements:
Full-time recruitment staff need access to Opportunity and Campaign Member objects, which are part of core Salesforce functionalities.
Salesforce Platform licenses have limitations on access to certain standard objects such as Opportunities and Campaigns, which are essential for the recruitment use case.
Business Use Case for Full Salesforce License:
Opportunity Management: Recruitment staff need to manage opportunities related to student admissions and engagement.
Campaign Management: Access to Campaign Members allows recruitment staff to track and manage student participation in various recruitment campaigns.
Advanced CRM Functionalities: Full Salesforce licenses provide access to all Salesforce CRM capabilities, which are necessary for comprehensive recruitment operations.
Cost Considerations:
While full Salesforce licenses are more expensive than platform licenses, they provide the necessary functionality without limitations.
Discuss potential volume discounts or bundling options with Salesforce to mitigate costs.
Implementation Steps:
License Assignment: Ensure that full Salesforce licenses are assigned to recruitment staff.
Training: Provide training to recruitment staff on how to effectively use Opportunities and Campaign Members.
Customization: Customize Salesforce to meet specific recruitment needs, leveraging Opportunities and Campaign functionalities.
A university is planning an enterprise-wide implementation of Education Cloud. It has asked the consultant to do an analysis of Education Cloud functionality to identify additional apps it may need to purchase.
What is a standard feature of Education Cloud?
Student Advising is a standard feature of Education Cloud. It provides tools and functionalities to manage student advising processes, track student progress, and facilitate communication between advisors and students.
Features of Student Advising:
Advising Notes: Keep track of discussions and recommendations.
Appointment Scheduling: Allows students to schedule appointments with advisors.
Case Management: Manage and track advising cases and interventions.
Implementation:
Configure Advising Settings: Set up advising schedules, roles, and permissions.
Training: Provide training for advisors on using the advising tools within Education Cloud.
Monitoring and Reporting: Use dashboards and reports to monitor advising activities and student progress.
Salesforce Education Cloud Documentation: Student Success Hub
A university is planning an enterprise-wide implementation of Education Cloud. It has asked the consultant to do an analysis of Education Cloud functionality to identify additional apps it may need to purchase.
What is a standard feature of Education Cloud?
Salesforce Education Cloud is designed to meet the needs of educational institutions, providing a comprehensive set of features to manage student lifecycle, from recruitment to alumni engagement. A standard feature of Education Cloud is Student Advising, which helps institutions offer personalized support and guidance to students throughout their academic journey. This functionality includes tracking student progress, scheduling advising sessions, and providing insights into student performance and needs.
Salesforce Education Cloud Overview
Student Success Hub for Higher Education
Alesia
10 days agoDevora
14 days agoFrankie
21 days agoDaniel
2 months agoEleonora
3 months agoDominque
3 months agoKattie
3 months agoNikita
3 months agoEllsworth
3 months ago