Marketing Cloud is a solution that the consultant can recommend to meet the requirement of providing an email marketing tool that all program staff can use for mass communications, and that can send emails that list missing application items to students. Marketing Cloud is a product that allows users to create and manage personalized and targeted email campaigns for customers or prospects. Marketing Cloud also integrates with Salesforce, so users can leverage their CRM data to segment and customize their email messages. Marketing Cloud also provides features such as Business Units and Roles, which can help control access to data, content, subscribers, reports, and settingsfor each program staff. Salesforce Mass Email, custom automation with an email alert, and Digital Engagement Messaging are not solutions that can meet the requirement of providing an email marketing tool that all program staff can use for mass communications, and that can send emails that list missing application items to students. References:

https://www.salesforce.com/products/marketing-cloud/overview/

https://trailhead.salesforce.com/en/content/learn/modules/marketing-cloud-basics

Tracking Historical Data with EDA:

TheAffiliationobject in EDA is used to track historical data related to relationships between individuals and organizations (such as alumni and the university).

Using Affiliations for Targeted Outreach:

CreateAffiliations: Set up affiliations for alumni to capture historical data such as past donations, engagement activities, and more.

Targeted Outreach: Use the data from affiliations to segment alumni for targeted outreach and donation opportunities.

Implementation Steps:

Configure Affiliations: Ensure that the Affiliation object is configured correctly to capture the necessary historical data.

Data Entry: Enter historical data into the Affiliation records.

Reporting and Analysis: Create reports and dashboardsto analyze affiliation data and identify potential outreach opportunities.

There is a risk of lookup data skew when loading data into Salesforce in the order of Team, Course, Course Offering, and Account, because the Team object has a lookup relationship to the Accountobject, and many Team records may reference the same Account record. This can cause performance issues when querying or updating the data. Account is not a required field for Team, and there is no risk of account data skew, which occurs when a single userowns a large number of Account records. References:

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

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

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

AnETL tool is an integration approach that the consultant should recommend to populate data from the SIS to Salesforce, and automatically modify the data to correspond to values in Salesforce. An ETL tool is a software application that can extract, transform, and load data from one system to another. An ETL tool can perform data transformations such as mapping, filtering, sorting, and aggregating, to ensure that the data from the SIS matches the values in Salesforce. Lightning Connect, Salesforce Data ImportWizard, and Salesforce Data Loader are not integration approaches that can automatically modify the data to correspond to values in Salesforce. References:

https://developer.salesforce.com/docs/atlas.en-us.integration_patterns_and_practices.meta/integration_patterns_and_practices/integ_pat_what_is_etl.htm

https://trailhead.salesforce.com/en/content/learn/modules/data-integration-strategies

Nonprofit Success Pack (NPSP) is a solution that the consultant can recommend to meet the requirement of extending EDA org to support fundraising needs. NPSP is built on top of EDA and provides features such as donations management, gift processing, donor engagement, and reporting. Gift Entry Manager, Giving Pages, and Elevate are not solutions that can extend EDA org to support fundraising needs, but rathertools that can work with NPSP to enhance the fundraising experience. References:

https://www.salesforce.org/education/education-cloud-for-advancement/

https://www.salesforce.org/nonprofit/nonprofit-success-pack/

Enabling Education Cloud and Student Success Hub: Once Education Cloud and Student Success Hub are enabled, the next critical step is ensuring that the correct permission sets and licenses are in place.

Permission Set Licenses: Permission set licenses are crucialas they determine the specific features and functionalities that users can access within Salesforce. Ensuring the right permissions are granted helps in managing data access and user roles effectively.

Configuration Steps:

Navigate toSetup.

In theQuickFind box, typePermission Set Licenses.

Verify that the appropriate licenses are available and assign them to users as needed.

Assigning Permission Sets:

Go toSetup > Permission Sets.

Review and assign the necessary permission sets (e.g.,Student SuccessHub) to the relevant users.

Validation: Ensure that users have the correct access by logging in as a user and checking if they can see and interact with the necessary components of Education Cloud.

An app on the AppExchange is a solution that the consultant can recommend to meet the requirement of sending SMS messages to parents. An app on the AppExchange is an application thatprovides additional features and solutions for Salesforce. There are many apps on the AppExchange that offer SMS messaging capabilities, such as sending and receiving text messages, automating SMS campaigns, and tracking SMS analytics. The consultant canhelp the elementary school choose an app that meets their needs and budget. Pardot, Social Studio, and Education Data Architecture are not solutions that can send SMS messages to parents. References:

https://appexchange.salesforce.com/appxStore?type=App & keyword=sms

https://trailhead.salesforce.com/en/content/learn/modules/appexchange_basics

The Trailblazer Community is a resource that the consultant can recommend for best practices and tips on Salesforce data governance. The Trailblazer Community is an online platform where customers can connect with other Salesforce users, experts, and partners, and share their knowledge and experience. The Trailblazer Community also provides access to groups, events, blogs, webinars, and resources related to various topics, including data governance. The IdeaExchange, the Partner Community, and the AppExchange are not resources that provide best practices and tips on Salesforce data governance. References:

https://trailblazer.salesforce.com/

https://trailhead.salesforce.com/en/content/learn/modules/trailblazer_community_basics

Affiliation andAttribute are two key objects used with EDA. Affiliation is an object that represents a relationship between a Contact and an Account or another Contact. Affiliation can be used to track various types of relationships, such as student, faculty, staff, alumni, donor, or advisor. Attribute is an object that stores additional information about a Contact or an Applicant that is not captured by other EDA objects. Attribute can be used to track various types of information, such as test scores, languages, hobbies, certifications, and documents. Opportunity and Account are not key objects specific to EDA, but rather standard Salesforce objects. References:

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

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

https://powerofus.force.com/s/article/EDA-Data-Dictionary

Pathways and Plan Requirements are two components that the consultant can recommend to meet the requirement of providing a way for students and advisors to picture academic options more clearly and visualize degree requirements. Pathways is a component that allows users to create and manage academic plans for students, such as majors, minors, or certificates. Pathways can help students and advisors picture academic options more clearly by showing the courses and requirements needed to complete an academic plan. Plan Requirements is a component that allows users to define and group the requirements for an academic plan, such as credits, courses, or electives. Plan Requirements can help students and advisors visualize degree requirements by showing the progress and status of each requirement for an academic plan. Success Plans and Path are not components that can meet the requirement of providing a way for students and advisors to picture academic options more clearly and visualize degree requirements. References:

https://www.salesforce.org/products/student-success-hub/overview/

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

https://powerofus.force.com/s/article/SSHub-Plan-Requirements