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EDA > EDA > Flashcards

EDA Flashcards

1
Q

Admissions Connect

A

Package for recruitment and admissions

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2
Q

Student Success Hub

A

Package for student experience

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3
Q

Elevate

A

Payment solutions for fundraising
Only in the US

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4
Q

Pardot

A

Lead/engagement SCORING- how interested a prospect is in your school (open email, click links, event registration)
Prospect GRADING- how interested your school is in a prospect. Informed by the profile you create for a ‘best fit’ student. A+ to F.

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5
Q

Pardot Integration

A

Pardot can only integrate other object information if they have a lookup relationship to the Lead or contact

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6
Q

Marketing Cloud

A

Track sentiment on social media
Target ads based on student personal information
Google Analytics 360- shows you where people are clicking, when, and where they go from one page to the next. Track where prospects are coming from (Google, Facebook, and Twitter)

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7
Q

4 aspects of k-12

A

Admissions & Enrollment
Student Success
Fundraising & Grants Management
Communication & Family Engagement

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8
Q

4 Higher Ed Aspects

A

Recruitment and Admissions
Student Experience
Advancement & Alumni Engagement
Institution Operations

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9
Q

EDA limitations

A

Person Accounts not supported (but can be installed in an org with already existing person accounts)
NPSP (nonprofit success pack) is not supported

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10
Q

EDA extensions

A

“EDA Ready” - self-certified ISV app solutions compatible with EDA
“Powered by EDA” - self-certified ISV app solutions require and leverage EDA

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11
Q

Case Object

A

In EDA, cases are used to track a contact’s question, feedback, interaction or issue

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12
Q

Behavior Involvement Object

A

Junction object that connects Contact to Case

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13
Q

Lead Object

A

Lead would get converted to contact

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14
Q

Relationship Object

A

Connects one contact to another contact and describes the relationship

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15
Q

Affiliation object

A

Connects one contact to one or many accounts

Can have 6 primary affiliations- one for each of the account record types
Academic program, business organization, educational institution, household account, sports org, university department

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16
Q

Plan Requirement Object

A

What does someone need to do to successfully complete the program

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17
Q

Program Enrollment Object

A

Connects a contact to an Academic Program (account) (NOT program plan)

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18
Q

Course Object

A

Required to be tied to department account
Not tied to specific section or term

19
Q

Course Offering Object

A

Links course to term

20
Q

Course Connection Object

A

Links course offering to faculty and students

21
Q

Course Offering Schedule Object

A

Junction object (Course offering, Time Block and Facility) to track variations of course offerings

22
Q

Program Plan

A

represents a snapshot in time of the requirements of a program
Supports versions

23
Q

Program Enrollment Object

A

Junction object between student (contact) and academic program (account)

24
Q

Attribute Object

A

Credential
Student characteristics

25
Q

Behavior Involvement Object

A

Junction between contact, case and behavior response

26
Q

Relationship Object

A

Types are defined in EDA settings
Reciprocal (create 2 records)

27
Q

Test and Test Scores

A

Used for GMAT, SAT, etc

28
Q

Admissions Connect Objects

A

Application Review Object
Action Plan Object (linked to Applications)
Document Checklist Item

29
Q

Admissions Connect Considerations

A

Operational Requirements:
Enterprise, Unlimited or Developer orgs
Lightning
Service Cloud
EDA
Notes
Chatter

Considerations:
Additional licensing
Experience Cloud (formerly community cloud) is strongly recommended to use product features
Does not leverage lead or opportunity objects

30
Q

Pathways

A

Visualization of students learning path

31
Q

Pathways

A

Degree visualization tool that summarizes required courses for the credential

NOT a degree auditing system that calculates credit hours or progress on degree

32
Q

5 steps to prepare for a Salesforce Implementation

A

Plan & Prepare
Setup and Customize
Deploy Salesforce
Drive Adoption
Continuously Approve

33
Q

Implementation Approaches

A

Agile
Build and deliver small units of functionality and revisit and refine them with each cycle

Waterfall
Everything planned up front

34
Q

Center of Excellence

A

A team to help improve data governance, operations, output and change management
Governance:
Accountability to ensure the future enhancements sustain the project mission

35
Q

TDTM

A

Table Driven Trigger Management (TDTM)

Automation framework for EDA

ie. create a contact and don’t create an account, EDA will create a new account and link them

36
Q

ETL tool

A

Use ETL tool to connect EDA to SIS or LMS

37
Q

Lead Name

A

Configure the “automatically rename lead-converted accounts” in EDA settings or populate company name with account name

38
Q

Audit Fields

A

Enable these fields to maintain historical data of og creator and og created date

Make sure users who created the og data are in the system, even if inactive

39
Q

Data skew

A

LDV (large data volume)

Happens when more than 10,000 child records are associated with the same parent account

3 types
Accounts
Lookup
Ownership skew - one user (ie. Integration User’) owns everything
A problem when it comes to sharing rules

40
Q

Licenses

A

Lightning Platform license- users can access EDA in that they can access the Account object, the Contact object, and the package’s custom objects
Not sufficient for Case, Lead, Opportunity, or Campaign objects

41
Q

Extended Mail Merge

A

Merge data from your Salesforce accounts, contacts, leads, cases. opportunities, and custom objects into Microsoft Word documents.

42
Q

What site do you go to to see information about salesforce releases?

A

trust salesforce

43
Q

What happens if a client wants to use contacts without associating them to an account?

A

contact is only visible to the record owner

EDA (1 decks)

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