Deck

Question 1

What is Elevate?

Answer 1

Used to configure payment services, giving pages, and salesforce connections

Question 2

What is the recommended data import sequence for EDA?

Answer 2

1. Import General School Information
   School Accounts (Institution, Departments, Academic clubs, sports orgs, etc)
   Faculty Data (Faculty Contact, Credentials, Languages, case, Behavior Response, Behavior Involvement)
   General School Data (facilities, languages)
2. Import Curriculum Data
   Terms/Courses/Time Blocks/Course Offerings/Program Plans/Plan Requirements.
3. Student Data
   Student Contacts/Program Enrollments/Course Connections and additional related data

Question 3

when should you use the data import wizard?

Answer 3

• When importing 50,000 or less records

- When you do NOT need automation

Question 4

What objects can the data import wizard be used on?

Answer 4

All custom objects and limited standard objects (leads, campaigns, contacts and solutions)

Question 5

What is the data import wizard and when is it used?

Answer 5

Export data manually or automatically (set weekly or monthly every 7-29 days)
Export CSV is emailed
Large data maybe in multiple files

Question 6

When should you use the data loader?

Answer 6

When you need to insert, upsert, or export data
Upload records up to 5 million records
When it needs to be automated at any cadence
When you need to work with APIs

Question 7

When are salesforce.org bugs and minor updates?

Answer 7

Every 2 weeks (except holidays, end of year, around major .com releases, and other dates)
First deployed to sandbox and 1 week later to prod

Question 8

What are the salesforce.org major releases?

Answer 8

3x a year 1 month after the salesforce.com release

Question 9

What are the benefits of the Open Source Commons programs?

Answer 9

SFDC security review process
CI/CD training
(this is not a comprehensive list)

Question 10

Salesforce connect

Answer 10

Maps Salesorce external objects to data tables in external systems to access the
data in real time and on demand. The data isnt stored in salesforce.

Question 11

What do you use salesforce connect?

Answer 11

When you have large amounts of data you dont want to copy to the org
Real time access to the latest data.
When you need small amounts of data at one time.

Note: be default records are read only, you can enable the source to
writable on external objects

Question 12

Identity Connect

Answer 12

syncs users and their attributes from active directory to salesforce.
users can sign into salesforce using active directory login.
The users is created and deleted automatically.

Question 13

What are the features of salesforce inbox?

Answer 13

Einstein Activity Capture: sync emails and calendar events to salesforce to assoc
with the right records
Quick Create: Adds deals to pipelines and contacts to salesforce
Insert Availability: Setup Avail for customers to make an appt
Read Receipts: track when emails are opened

Question 14

Salesforce Shield

Answer 14

Encrypt standard fields on standard objects
Encrypt the least number of fields possible
Encrypt Data at REST

Question 15

Standard field encryption

Answer 15

Restrict fields where you want to keep the data private.
Cannot be unique, have an external ID, or have default values.
For leads are not available for mapping to other objects.
Are limited to 175 characters because of the encryption algorithm.
Are not available for use in filters such as list views, reports, roll-up summary fields,
and rule filters.
Cannot be used to define report criteria, but they can be included in report results.
Are not searchable, but they can be included in search results.

Question 16

Campaign Influence

Answer 16

Understand how campaigns impact opty pipeline.
Scans for active campaigns to identify members who are assigned a contact role on an open opty.
Creates a camp. record based on relationship.
Can be manually or automatically created.
After closed won/lost, influence records are no longer created.

Question 17

Campaign Hierarchies

Answer 17

A way to group campaigns. Create a parent campaign that sits at the top with child campaigns. Campaigns in the middle can be a parent and a child.

Question 18

What is the benefit of campaign hierarchies?

Answer 18

View Aggregate data.

Can group by focus, time, period, event. Max of 5 levels

Question 19

Campaign Members

Answer 19

Need a contact or lead record. When its connected a campaign member is created
Tracks an individual responses to the campaign
Key data for understanding and organizing how well campaign performs.

Question 20

Behavior Involvement

Answer 20

Stores info about the people incolved in a case that represents a behavior incident.
Populate with behavior related data to be referred to reported on later
OPTIONAL in EDA

Question 21

Behavior Response

Answer 21

Stores info about a response to a behavior event
Populate with faculty and staff responses to behavior related data
OPTIONAL in EDA

Question 22

relationships

Answer 22

contact to contact connections. You can define type and status when a relationship is created, salesforce creates a reciprocal relationship

Question 23

what do relationships allow alumni management to do?

Answer 23

To identify and invite relevant guests and customize follow-ups with each contact after an event

Question 24

Affiliations

Answer 24

Connection between a contact and another account. Academic, Admin depts, sports teams, other insitituations

Question 25

How are affiliations beneficial for alumni engagement?

Answer 25

view which clubs they belonged to, sports played, where they work, type of work, etc

Question 26

For almuni engagement, what types of items aren’t available and need to be located in the appexchange?

Answer 26

Event planning, execution of tasks and payment processing