The consultant should map Salesforce custom objects to EDA objects to prepare for installing EDA

into an existing Salesforce org. This means identifying which custom objects in the existing org have

similar or equivalent functionality as EDA objects, and mapping their fields and relationships

accordingly. This will help the consultant determine which custom objects can be replaced by EDA

objects, which custom objects need to be integrated with EDA objects, and which custom objects

need to be retained as they are. Choosing a middleware tool to integrate EDA, building applicable

API customizations, and exporting all existing Salesforce data are not tasks that the consultant should

do to prepare for installing EDA. Reference:

https://powerofus.force.com/s/article/EDA-Migrate

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_Migration_Guide.pdf

Mass Actions allow advisors to send follow-up emails to multiple students at once from the Student

Success Hub. Queue Management is a feature that helps advisors prioritize their tasks and

appointments, not send emails. Alerts are notifications that appear on the Student Success Hub to

inform advisors of important events or actions, not send emails. Reference:

https://help.salesforce.com/s/articleView?id=sf.advisor_link_mass_actions.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.advisor_link_queue_management.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.advisor_link_alerts.htm&type=5

The first thing that the consultant should do when enabling Course Connections for the first time in

EDA is to set record types for Course Connections. Record types allow the consultant to define

different types of course connections, such as instructor, student, or teaching assistant. Record types

also determine the page layout and picklist values for each type of course connection. Running

Course Connections Backfill, setting up Course Offering Schedule, and disabling Course Enrollments

are not the first steps to enable Course Connections in EDA. Reference:

https://powerofus.force.com/s/article/EDA-Course-Connections

https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5

The integration direction between the systems is one-way integration from the SIS to Salesforce for

the IT department that is determining its integration needs between a Salesforce implementation, its

SIS, and its housing system. One-way integration is a type of integration that allows data to flow in

one direction from a source system to a destination system. The SIS is the source system and

Salesforce is the destination system for the contact information and the housing mailing information

of the students. The IT department should set up a one-way integration from the SIS to Salesforce to

ensure that the data is consistent and accurate in both systems. One-way integration with Salesforce

to the housing system, one-way integration with the housing system to Salesforce, or one-way

integration with Salesforce to the SIS are not correct integration directions between the systems.

Reference:

https://trailhead.salesforce.com/en/content/learn/modules/api_basics/api_basics_introduction

https://www.salesforce.org/wp-content/uploads/2019/03/Education_Cloud_COE_Guide.pdf

The impact of creating a Contact without a parent Account is that Contacts are public to all users,

potentially sharing sensitive data. This is because Contacts without a parent Account are considered

as private contacts, and they do not follow the sharing rules of the Account object. Private contacts

are visible to all users in the same role or above, regardless of the Contact owner or the organization-

wide default settings. This can expose sensitive student information to users who should not have

access to it. Contacts without a parent Account are not private only to the record owner, at risk of

ownership data skew, or require manually creating a related Affiliation record to enable sharing.

Reference:

https://help.salesforce.com/s/articleView?id=sf.contacts_parent.htm&type=5

https://help.salesforce.com/s/articleView?id=sf.contacts_sharing_considerations.htm&type=5

One benefit of Open Source Common Projects that the consultant can share with the college is that projects go through a Salesforce Security review. This means that the projects are evaluated and approved by Salesforce for their security standards and best practices. This ensures that the projects are safe and reliable for customers to use. Projects are not owned solely by Salesforce.org, but rather by the community. Projects do not focus on replacing paid solutions, but rather on enhancing existing solutions or addressing gaps. Projects do not allow only a few participants, but rather welcome anyone who wants to contribute. Reference: https://www.salesforce.org/open-source-commons/ https://www.salesforce.org/blog/announcing-open-source-commons/

The consultant should use the Course Offering Schedule object in EDA to meet the requirement of tracking the Biology 101 class for next semester that will be held on Tuesdays and Thursdays from 3:00-4:00 PM in Lecture Hall A and on Wednesdays and Fridays from 1:00-2:30 PM in the adjacent lab facility for the university. The Course Offering Schedule object is an object in EDA that allows users to store information about when and where a course offering is held, such as day of week, start time, end time, or location. The Course Offering Schedule object can help the consultant meet the requirement of tracking the Biology 101 class for next semester that will be held on Tuesdays and Thursdays from 3:00-4:00 PM in Lecture Hall A and on Wednesdays and Fridays from 1:00-2:30 PM in the adjacent lab facility for the university by creating two Course Offering Schedule records for the Biology 101 course offering, one for the lecture sessions and one for the lab sessions, and specifying the day of week, start time, end time, and location for each record. Time Block, Program Enrollment, or Course Connection are not objects in EDA that the consultant should use to meet the requirement of tracking the Biology 101 class for next semester that will be held on Tuesdays and Thursdays from 3:00-4:00 PM in Lecture Hall A and on Wednesdays and Fridays from 1:00-2:30 PM in the adjacent lab facility for the university. Reference: https://powerofus.force.com/s/article/EDA-Course-Offering-Schedules https://powerofus.force.com/s/article/EDA-Course-Offerings

Enabling Education Cloud in Existing Environment:

To enable Education Cloud in an existing Salesforce environment, the consultant needs to start by

configuring the necessary settings within the Salesforce setup.

Steps to Enable Education Cloud:

Access Setup: Log in to the Salesforce org and navigate to Setup.

Search for Education Cloud Settings: In the Quick Find box, type "Education Cloud" and select the

relevant settings to enable the features.

Configure Features: Enable and configure the desired Education Cloud features such as Student

Success Hub, Admissions Connect, and more.

Testing in Sandbox: Initially, perform these steps in a sandbox environment to ensure everything

works correctly before deploying to production.

Verification:

Ensure all necessary Education Cloud components are enabled and configured correctly.

Conduct thorough testing in the sandbox to validate functionality.

Reference:

Salesforce Help: Enable Education Cloud

The consultant should configure a security setting to create a Program Plan sharing rule to provide

Read access based on record type for the system admin who wants to use the recommended setup

for external users when implementing Student Success Hub and Pathways in a new org for the

Undergraduate Advising department. A sharing rule is a security setting that allows users to extend

sharing access to users in public groups, roles, or territories. A Program Plan sharing rule can help the

system admin provide Read access to external users based on record type by granting access to

specific Program Plan records that are relevant or appropriate for external users, such as students or

advisors. Creating an Account sharing rule to provide Read access based on record type, changing the

default Program Plan sharing setting to Private, or creating a custom Permission Set for external

users are not security settings that the consultant should configure for the system admin who wants

to use the recommended setup for external users when implementing Student Success Hub and

Pathways in a new org for the Undergraduate Advising department. Reference:

https://help.salesforce.com/s/articleView?id=sf.sharing_overview.htm&type=5

https://powerofus.force.com/s/article/SSHub-Pathways

The consultant should recommend Trailblazer Community: Open Source Commons & Community

Sprints as a resource where the customer can find more information on Salesforce.org solutions built

by the community. Trailblazer Community is a platform that connects Salesforce customers, partners,

employees, and enthusiasts to learn, share, and collaborate on Salesforce topics and projects.

Trailblazer Community: Open Source Commons & Community Sprints is a group within Trailblazer

Community that provides information on Salesforce.org solutions built by the community, such as

open-source projects, community sprints, or community-led webinars. The customer can also join

discussions, forums, or blogs related to Salesforce.org solutions built by the community on Trailblazer

Community: Open Source Commons & Community Sprints. Product Documentation: Is a Pro Bono

Project the Right Fit?, Trailblazer Community: Cumulus I (CCI), or AppExchange are not resources

where the customer can find more information on Salesforce.org solutions built by the community.

Reference:

https://trailhead.salesforce.com/en/content/learn/modules/trailblazer-community-basics

https://trailblazercommunitygroups.com/sprints/