A university is implementing a student community and rolling it out to 20,000 students. The IT manager is concerned about the large increase in users accessing the system at any one time.
Which step should the consultant recommend?
When a university is rolling out a student community to a large number of users, it is essential to ensure that the system can handle the increased load. Salesforce has governor limits that regulate the usage of resources to ensure the platform's stability and performance. The consultant should recommend identifying areas that may impact these governor limits, such as data storage, API calls, and processing limits. By understanding and planning for these limits, the university can optimize its implementation and avoid potential issues.
The director of graduate recruitment is interested in Education Cloud. Recruitment staff need to access Opportunity and Campaign Member information about students. The IT director is concerned about costs and suggests using other license types for full-time recruitment users.
What should the consultant discuss with the client?
Understanding Licensing Requirements:
Full-time recruitment staff need access to Opportunity and Campaign Member objects, which are part of core Salesforce functionalities.
Salesforce Platform licenses have limitations on access to certain standard objects such as Opportunities and Campaigns, which are essential for the recruitment use case.
Business Use Case for Full Salesforce License:
Opportunity Management: Recruitment staff need to manage opportunities related to student admissions and engagement.
Campaign Management: Access to Campaign Members allows recruitment staff to track and manage student participation in various recruitment campaigns.
Advanced CRM Functionalities: Full Salesforce licenses provide access to all Salesforce CRM capabilities, which are necessary for comprehensive recruitment operations.
Cost Considerations:
While full Salesforce licenses are more expensive than platform licenses, they provide the necessary functionality without limitations.
Discuss potential volume discounts or bundling options with Salesforce to mitigate costs.
Implementation Steps:
License Assignment: Ensure that full Salesforce licenses are assigned to recruitment staff.
Training: Provide training to recruitment staff on how to effectively use Opportunities and Campaign Members.
Customization: Customize Salesforce to meet specific recruitment needs, leveraging Opportunities and Campaign functionalities.
Which metric should the consultant recommend to determine whether the Implementation project is successful?
Measuring Implementation Success:
The percentage of staff logins each month is a strong indicator of user adoption and engagement with the new system. High login rates suggest that staff members are regularly using Education Cloud for their daily tasks.
Why Percentage of Staff Logins:
User Adoption: Frequent logins indicate that staff are actively using the system, which is critical for the success of the implementation.
Engagement: High engagement rates reflect that the staff find the system useful and are leveraging it to manage their workflows.
Data Accuracy: Regular use ensures that data entered into the system is current and accurate, improving overall data quality.
How to Track:
Login Reports: Create reports in Salesforce to track the number of logins by staff members each month.
Dashboards: Set up dashboards to visualize login trends and identify patterns or areas needing improvement.
Steps to Implement:
Create Login Report:
Navigate to the Reports tab and create a new report based on the User Login History object.
Include fields such as User Name, Login Date, and Login Time.
Group the data by month to calculate the percentage of active users.
Set Up Dashboard:
Create a dashboard that displays the login data.
Use charts and graphs to visualize the percentage of staff logins each month.
A primary school has switched to remote learning and wants to track student well-being, technology needs, and various family situations needing attention.
Which Education Cloud solution meets this requirement?
Student Success Hub is a solution that enables schools to provide holistic support for students and families, especially in remote learning scenarios. It allows schools to create and track interventions, referrals, and services for students based on their needs and goals. It also provides dashboards and reports to monitor student progress and outcomes. Student Success Hub is built on top of the Education Data Architecture (EDA) and leverages the Program Management Module (PMM) and the Case Management Module (CMM) to deliver a comprehensive student support system.Reference:
Student Success Hub Implementation Guide
Student Success Hub Trailhead Module
The School of Engineering is interested in a Salesforce email marketing tool that scores email activity from campaigns and mass communications, as well as individual emails sent from recruiters. Recruiters want the flexibility to send emails from their Outlook account or from Salesforce. The marketing director wants recruiters to use branded email templates.
Which solution should the consultant recommend?
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