Education-Cloud-Consultant
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Education Cloud Consultant (Education-Cloud-Consultant)
The course teaches the fundamentals of Salesforce Education Cloud, covering recruitment, student success, academic operations, and alumni engagement, enabling consultants to design and implement effective education solutions.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
It is intended for Salesforce administrators, consultants, or solution architects with 1–3 years of experience who support higher‑education institutions. These professionals seek to validate their expertise in configuring Education Cloud, streamline admissions and student services, and advance their career as certified education cloud specialists.
What's Covered
1
Domain 1: Education Cloud Fundamentals
2
Domain 2: Recruitment and Admissions
3
Domain 3: Student Success
4
Domain 4: Academic Operations
5
Domain 5: Advancement and Alumni
6
Domain 6: Analytics and Reporting
7
Domain 7: Integration
8
Domain 8: Implementation
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
64 learning goals
1
Domain 1: Education Cloud Fundamentals
2 topics
EDA Data Model
- Identify Education Data Architecture objects including Account Contact Affiliation Program Enrollment and Course Connection records
- Configure EDA settings including account record types administrative and household accounts and relationship mapping for institutions
- Configure academic program objects including program plans plan requirements and program enrollments for degree audit tracking
- Analyze EDA data model requirements to design account and contact structures supporting student lifecycle from recruitment to alumni
Education Cloud Features
- Identify Education Cloud features including Recruitment Admissions Student Success and Advancement modules for institutional management
- Configure Education Cloud settings including feature activation permission sets and custom metadata for module enablement
- Configure lifecycle management including recruitment funnels admission workflows and student success paths for enrollment management
- Analyze institutional requirements to recommend Education Cloud configuration supporting student engagement from inquiry to graduation
2
Domain 2: Recruitment and Admissions
2 topics
Recruitment Management
- Identify recruitment features including inquiry management event tracking application review and communication plans for prospecting
- Configure recruitment workflows including inquiry capture event registration prospect scoring and nurture campaigns for enrollment
- Configure communication plans including email templates drip campaigns and event invitations for prospective student engagement
- Analyze recruitment data to design funnel optimization strategies improving inquiry-to-application conversion rates for programs
Admissions Processing
- Identify admissions components including application configuration review workflows decision management and enrollment confirmation
- Configure application settings including custom fields review stages checklist items and document requirements for processing
- Configure admissions decisions including admit waitlist deny and conditional acceptance workflows with automated notifications
- Analyze admissions data to design processing workflows optimizing yield rates and reducing time-to-decision for applicants
3
Domain 3: Student Success
2 topics
Advising and Alerts
- Identify student success features including success plans alert triggers advisor assignments and early warning indicators for retention
- Configure success plans including milestone tracking alert rules and task generation for proactive student intervention workflows
- Configure early alert systems including grade threshold triggers attendance monitoring and engagement scoring for at-risk identification
- Analyze student success data to design intervention strategies correlating academic performance engagement and demographic indicators
Case Management
- Identify student case management including case types queues knowledge base and self-service portal for student service delivery
- Configure student service cases including record types assignment rules and escalation paths for academic and administrative requests
- Configure student self-service portal including knowledge articles case submission and appointment scheduling for student access
- Analyze student service patterns to design case routing and knowledge strategies reducing resolution time and improving satisfaction
4
Domain 4: Academic Operations
2 topics
Course Management
- Identify course management objects including course offerings facilities schedules and instructor assignments for academic planning
- Configure course catalog including course definitions prerequisites and co-requisites for academic program planning and scheduling
- Configure scheduling including term definitions facility assignments and section capacity management for academic operations
- Analyze academic scheduling requirements to design course offering strategies balancing student demand with resource availability
Grading and Assessments
- Identify grading features including grade schemes assessment types GPA calculation and transcript generation for academic records
- Configure grading settings including grade schemes assessment weights and term GPA calculations for consistent academic evaluation
- Configure transcript generation including course history display grade formatting and credential verification for records management
- Analyze grading data to design assessment strategies supporting competency-based and traditional grading models for programs
5
Domain 5: Advancement and Alumni
2 topics
Fundraising
- Identify advancement features including gift management pledge tracking campaign management and donor recognition for fundraising
- Configure gift entry including payment types fund designations tribute gifts and matching gift tracking for donation processing
- Configure fundraising campaigns including solicitation strategies donor segments and giving level recognition for engagement programs
- Analyze fundraising data to design donor cultivation strategies optimizing giving levels retention rates and campaign return on investment
Alumni Engagement
- Identify alumni features including chapter management event tracking volunteer coordination and mentorship programs for engagement
- Configure alumni relations including affiliation tracking communication preferences and engagement scoring for relationship management
- Configure alumni events including registration management attendance tracking and post-event follow-up for community building
- Analyze alumni engagement data to design programs increasing participation in mentorship volunteering and giving activities
6
Domain 6: Analytics and Reporting
2 topics
Education Dashboards
- Identify education KPIs including enrollment yield retention rate graduation rate and student satisfaction for institutional measurement
- Configure enrollment dashboards including application funnel yield tracking and demographic analysis for admissions reporting
- Configure student success dashboards including retention metrics GPA trends and early alert activity for advisor and dean visibility
- Analyze institutional data to design comprehensive reporting strategies supporting accreditation requirements and strategic planning
Predictive Analytics
- Identify predictive analytics including enrollment prediction retention modeling and student success scoring for proactive intervention
- Configure Einstein predictions for student outcomes including at-risk scoring enrollment likelihood and engagement forecasting
- Configure data visualization including CRM Analytics dashboards trend analysis and cohort comparison for institutional analytics
- Analyze predictive model outputs to recommend intervention strategies and resource allocation for maximum student success impact
7
Domain 7: Integration
2 topics
SIS Integration
- Identify SIS integration patterns including real-time sync batch import and middleware connections for student information system data
- Configure SIS data integration including student record sync course data import and grade passback for bidirectional data flow
- Configure LMS integration including assignment sync gradebook connection and student activity tracking for learning platform data
- Analyze integration requirements to design data architecture connecting Education Cloud with SIS LMS and financial aid systems
Financial Aid
- Identify financial aid features including award tracking disbursement management and satisfactory academic progress monitoring
- Configure financial aid tracking including award packages disbursement schedules and eligibility criteria for student aid management
- Configure SAP monitoring including GPA thresholds credit hour requirements and appeal workflows for financial aid compliance
- Analyze financial aid data to design awarding strategies optimizing institutional aid allocation and student retention outcomes
8
Domain 8: Implementation
2 topics
Deployment Planning
- Identify Education Cloud implementation phases including discovery configuration data migration testing and phased rollout steps
- Configure sandbox environments including test data loading EDA package installation and user acceptance testing for validation
- Configure training plans including administrator training end-user training and champion program development for campus adoption
- Analyze institutional readiness to design implementation roadmaps phasing modules by priority and organizational change capacity
Data Migration
- Identify data migration considerations including student records historical grades financial data and relationship mapping for imports
- Configure data migration plans including legacy system extraction transformation rules and EDA object loading for student data
- Configure data validation including record completeness verification relationship integrity checks and duplicate resolution for quality
- Analyze migration requirements to design phased data loading strategies minimizing disruption while ensuring complete historical records
Scope
Included Topics
- Salesforce Certified Education Cloud Consultant exam topics.
Not Covered
- Custom Apex/LWC development.
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