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The consultant should leverage the Data Maturity Model as a tool to advise on the university’s technology and data strategy. The Data Maturity Model is a tool that helps organizations assess their current state of data management and identify areas for improvement and growth. The Data Maturity Model consists of five levels: Ad Hoc, Reactive, Proactive, Managed, and Optimized. The consultant can leverage the Data Maturity Model to advise on the university’s technology and data strategy by using features such as surveys, benchmarks, or best practices. Program Management Module, Insights Platform Data Integrity, or Salesforce Advisor Link are not tools that the consultant can leverage to advise on the university’s technology and data strategy. References:

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

https://www.salesforce.org/wp-content/uploads/2019/03/Data-Maturity-Model.pdf

The consultant should create a Student Case record and an Administrative Account record to set up a student in Student Success Hub. Student Case is an object that represents a student’s request for assistance or support from an advisor or a counselor. Student Case can be used to track various information about a student’s issue, such as status, priority, category, or resolution. The consultant should create a Student Case record for each student who needs assistance or support from Student Success Hub. Administrative Account is an account model that allows users to store information about individuals who are related toan educational institution, such as students, faculty, staff, or alumni. Administrative Account can be used to track various information about an individual, such as name, email, phone, or address. The consultant should create an Administrative Account record for each student who is enrolled in the educational institution. Creating a User record or a Household Account record are not steps to set up a student in Student Success Hub. References:

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

https://powerofus.force.com/s/article/SSHub-Student-Cases

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

The consultant should recommend Einstein Prediction Builder for the advancement team to create a tool that helps determinewhether they will meet the campaign goal. Einstein Prediction Builder allows users to create custom predictions based on their Salesforce data, such as predicting the likelihood of a donor giving a certain amount or reaching a certain level of engagement.Campaign Influence is a feature that tracks how campaigns influence opportunities, not campaign goals. Tableau Prep Conductor is a tool that automates and schedules data preparation flows, not predictions. References:

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

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

https://help.tableau.com/current/prep/en-us/prep_conductor.htm

Bots and Live Chat are two options that the consultant can recommend to meet the requirement of providing real-time automated Salesforce messaging solution that can address common student questions on deadlines and requirements, and provide links to resources. Bots are automated agents that can interact with customers via text or voice, and provide answers, guidance, or actions based on predefined rules or artificial intelligence. Live Chat is a feature that allows users to chat with customers or prospects in real time from a website or an app, and provide support or information. Bots and Live Chat can be used together to create a seamless customer service experience, where bots can handle simple inquiries and escalate complex cases to live agents. Knowledge and Queues are not options that can provide real-time automated Salesforce messaging solution. References:

https://www.salesforce.com/products/service-cloud/features/bots/

https://www.salesforce.com/products/service-cloud/features/live-chat-software/

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

Salesforce Inbox is a solution that a consultant can recommend to major gift officers who want to send mass emails to constituents in their territories and automate donor prospect prioritization based on engagement and specified criteria. Salesforce Inbox integrates email and calendar with Salesforce, allowing users to track email opens, clicks, and replies, sync events and tasks, and create and update records from their inbox. Salesforce Inbox also supports Einstein Activity Capture, which automatically logs email and calendar activity to the relevant records in Salesforce, and Einstein Lead Scoring, which assigns a score to each lead based on their profile and behavior2. Salesforce Inbox can help major gift officers save time, increase productivity, and focus onthe most promising prospects.

Account Engagement and Salesforce Engage are not valid solutions for this scenario. AccountEngagement is a feature of Education Cloud that allows users to score and grade accounts based on their engagement and fit with the institution3. However, Account Engagement does not support mass email or automation of donor prospect prioritization. Salesforce Engage is a feature of Pardot that allows users to send personalized emails to prospects and track their interactions4. However, Salesforce Engage is not designed for nonprofit or education use cases, and it requires a Pardot license.

Degree visualization is a function that may require a third-party app for Advisor Link. Degree visualization allows advisors and students to see the progress and requirements of a degree program in agraphical way. Advisor Link does not provide this function out of the box, so a third-party app may be needed to achieve it. Success Plans, calendar syncing, and appointment scheduling are functions that are included with Advisor Link and do not require athird-party app. References:

https://www.salesforce.org/advisor-link/

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

Email Studio is a Salesforce email marketing tool that allows users to create, send, and track personalized email campaigns and mass communications1. Email Studio also provides features such as email scoring, which measures theengagement level of each email recipient based on their actions, such as opening, clicking, orunsubscribing2. Salesforce Inbox is a Salesforce tool that integrates email applications such as Outlook with Salesforce, allowing users to access CRM data and features from their email inbox3. Salesforce Inbox also enablesusers to send emails from their Outlook account or from Salesforce using branded email templates4.

Account Engagement is a Salesforce tool that provides insights and recommendations for sales reps to engage with their accounts based on AI analysis of email activity, web activity, and CRM data5. However, Account Engagement is not an email marketing tool that can score email activity from campaigns and mass communications. Salesforce Engage is a Salesforce tool that allows users to create personalized email campaigns using Marketing Cloud templates and track the responses in real time6. However, Salesforce Engage does not integrate with Outlook or allow users to send emails from their email inbox.

The consideration that the consultant should discuss with the IT department is C.The code is shared and sourced by the community1. This meansthat open source solutions for student recruitment are developed and maintained by a network of volunteers, contributors, and users who collaborate and exchange ideas, feedback, and code.The code is publicly available and can be modified, customized, and redistributed by anyone who follows the license terms and conditions2.

A. The code is updated via Salesforce Releases and B. The code is maintained by Salesforce developers are not valid considerations for open source solutions for student recruitment.These statements apply to Salesforce products and features that are built and supported by Salesforce, such as the Education Data Architecture (EDA) or the Higher Education Data Platform (HEDA)3. However, open source solutions are not part of the Salesforce platform and do not depend on Salesforce releases ordevelopers.

The consultant should recommend Campaign Member Status as a feature to track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of different types of communication methods for the university department staff members. Campaign Member Status is a feature that allows users to define and track the status or response of a campaign member for a specificcampaign, such as Sent, Opened, Clicked, or Attended. Campaign Member Status can help the university department staff members track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of differenttypes of communication methods by using features such as custom statuses, member status values, or campaign reports. Salesforce Inbox, Campaign Influence, or Marketing Cloud are not features that can track communication efforts and attendance for the annual commencement ceremony and report on the engagement results of different types of communication methods for the university department staff members. References:

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

https://trailhead.salesforce.com/en/content/learn/modules/campaign_basics/campaign_basics_member_status

Case is an object that should be configured for all student and support staff interactions, activities, and assigned support staff. Case is an object that represents a request or an issue that requires resolution or assistance from an organization. Case can be used to track various information about astudent’s request or issue, such as status, priority, category, or resolution. The consultant can configure Case for all student and support staff interactions, activities, and assigned support staff using features such as Case Assignment Rules, Case Escalation Rules, or Case Teams. Relationships, Account, and Advising Pools are not objects that should be configured for all student and support staff interactions, activities, and assigned support staff. References:

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

https://trailhead.salesforce.com/en/content/learn/modules/service_basics/service_basics_cases