The Advancement office wants to replace its legacy system with Salesforce and has hired a consultant to help build a CRM strategy.Which recommendation should the consultant make to meet this requirement?
Answer(s): C
A CRM strategy is a plan that outlines how an organization will use Salesforce to achieve its goals and objectives. A consultant should recommend prioritizing the organization's initiatives as part of the CRM strategy, as this will help align the Salesforce solution with the most important and urgent needs of the Advancement office, such as fundraising, donor engagement, alumni relations, etc. Prioritizing the initiatives will also help define the scope, timeline, and budget of the project, as well as the key stakeholders, success metrics, and risks involved2. Implementing Nonprofit Success Pack (NPSP) is a possible solution option, but not a recommendation for the CRM strategy. Starting solution design during a discovery session is a project management best practice, but not a recommendation for the CRM strategy.
An institution has centralized email communications for alumni. Departments across the university should only be able to view their team's content.What should a consultant recommend to meet this requirement?
Answer(s): D
Marketing Cloud Business Unit is a solution that the consultant can recommend to meet the requirement of centralizing email communications for alumni and allowing departments across the university to only view their team's content. Marketing Cloud Business Unit is a feature that allows users to segment their Marketing Cloud account into separate units based on different criteria, such as brands, regions, products, or teams. Marketing Cloud Business Unit can be used to control access to data, content, subscribers, reports, and settings for each unit. Marketing Cloud Business Unit can help the university create a centralized email communication strategy for alumni while maintaining data security and visibility for each department. Salesforce Data Management Platform, Einstein Account-Based Marketing, and Pardot Business Unit are not solutions that can meet the requirement of centralizing email communications for alumni and allowing departments across the university to only view their team's content.
https://help.salesforce.com/s/articleView?id=sf.mc_overview_business_units.htm&type=5 https://trailhead.salesforce.com/en/content/learn/modules/marketing-cloud-basics/marketing- cloud-basics-business-units
A university is experiencing performance degradation issues such as record locking, long search times, and long record save times.What is the likely cause for all of these issues?
Data skew is the likely cause for all of these issues, such as record locking, long search times, and long record save times. Data skew is a condition that occurs when a large number of child records are associated with a single parent record, or when a large number of records are owned by a single user. Data skew can affect performance and functionality, such as locking records, slowing down queries, and increasing save times. TDTM, insufficient code coverage, and insufficient data storage are not likely causes for all of these issues.
https://help.salesforce.com/s/articleView?id=sf.data_skew.htm&type=5 https://developer.salesforce.com/blogs/engineering/2012/04/avoid-account-data-skew-for-peak- performance.html
University Advancement staff are required to authenticate to internal systems both by logging in with a username and password and by authenticating vis an app on their phone. Which identity management feature should the consultant recommend to meet this requirement?
Answer(s): B
Multi-factor authentication is an identity management feature that the consultant can recommend to meet the requirement of authenticating to internal systems both by logging in with a username and password and by authenticating via an app on their phone. Multi-factor authentication is a feature that adds an extra layer of security to the login process by requiring users to verify their identity using a second factor, such as a mobile app, a security key, or an email link. Multi-factor authentication can help prevent unauthorized access and protect sensitive data. Single sign-on, connected apps, and social sign-on are not identity management features that require users to authenticate to internal systems both by logging in with a username and password and by authenticating via an app on their phone.
https://help.salesforce.com/s/articleView?id=sf.identity_mfa.htm&type=5 https://trailhead.salesforce.com/en/content/learn/modules/identity_login/identity_login_mfa
A college needs to extend capabilities of its existing Salesforce environment that uses the Education Data Architecture (EDA). The college want to ensure that any future apps and configurations are compatible and support the Table Driven Trigger Management (TDTM) Functionality.
The consultant should advise the college to use third-party apps that are EDA ready, because this can ensure that any future apps and configurations are compatible and support the Table Driven Trigger Management (TDTM) functionality. EDA ready apps are apps that have been certified by Salesforce.org as compatible with EDA and its features, such as TDTM. TDTM is a feature that allows users to customize the behavior of EDA triggers and disable or enable them as needed. EDA ready apps can help the college extend the capabilities of their existing Salesforce environment without compromising the functionality or performance of EDA. Using the yaml file from Salesforce.org GitHub, using a Salesforce.org community solution, or using third-party apps that are powered by EDA are not advice that the consultant should give to the college.
https://powerofus.force.com/s/article/EDA-Certified-Apps https://powerofus.force.com/s/article/EDA-TDTM
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