50 Education Cloud Consultant Practice Questions: Question Bank 2025

A university wants a single person record that can represent an applicant, a current student, and later an alumnus without creating duplicates. Which design best supports this requirement in Education Cloud?

An admissions team wants to prioritize applicants by automatically scoring them based on GPA, test scores, and extracurricular indicators, and they want the model to be adjustable over time. What is the recommended approach?

A college wants to trigger outreach when a student is at risk (e.g., missed assignments, low engagement). Advisors should see tasks created and the student should receive a timely message. Which solution pattern best fits?

An advancement office wants to avoid creating multiple duplicate Constituent records when gifts arrive from different systems and channels. What is the best practice to reduce duplicates during data entry and imports?

A university needs to support multiple academic programs per student, track status changes (enrolled, leave of absence, completed), and report on outcomes by term. Which data model approach is most appropriate?

Admissions wants applicants to submit transcripts and recommendation letters through an online process. Files must be accessible to internal reviewers and associated to the application record. What is the best solution?

An advising center wants to measure effectiveness of interventions by tracking student goals, action plans, and outcomes over time, and reporting by advisor and student segment. Which approach best supports this?

The alumni office wants to segment alumni for outreach based on interests, graduation year, and engagement history, and then track responses to events and emails. Which solution is most appropriate?

An institution is integrating an SIS that sends nightly updates for course enrollments and grades. Advisors need near-real-time alerts when a student drops below a threshold. The SIS cannot call Salesforce APIs during the day. Which architecture best meets the need?

A university foundation wants a consolidated giving view across household members, including soft credits, recurring gifts, and matching gifts, while still keeping each donor’s own history accurate. Which design is most appropriate?

A university wants to standardize how academic programs (majors/minors) are represented so they can be attached consistently to prospective students, applicants, and enrolled students. Which Education Cloud approach best supports a single source of truth for program offerings?

Admissions staff report that duplicate prospective students are being created when the same person submits multiple inquiry forms from different sources. The institution wants a scalable, configurable way to prevent duplicates at the time of lead creation. What should the consultant recommend first?

An advising office needs to ensure a student’s assigned advisor is visible to all staff and can be used for routing cases and tasks. Which solution best supports this requirement in Education Cloud?

A college wants to trigger personalized application communications based on a prospect’s journey stage (e.g., Inquiry, Applicant, Admitted). They want marketing to manage the stages without admin involvement. Which design is most appropriate?

A university wants to measure engagement for student outreach across email, SMS, and advising appointments. They need a unified view of interactions to support retention reporting. Which approach best aligns with Salesforce best practices?

Alumni Relations wants to capture households and relationships (spouse/partner, parent of student, etc.) to improve segmentation for giving campaigns. Which solution is the most appropriate foundation in Salesforce for this requirement?

An institution is implementing a case management process for student support. They need cases to route to different teams based on student type (undergraduate vs. graduate) and issue category, and they want routing changes to be manageable without code. What should the consultant recommend?

Development staff want to run a fundraising campaign targeting alumni who attended a specific academic program and have not donated in the last 24 months. Data for academic history exists in Education Cloud objects. What is the best way to support accurate segmentation and reporting?

A university integrates an external application portal that submits applicant data via API. They need to ensure idempotent upserts so repeated submissions update the same applicant record rather than creating duplicates. What is the best design pattern?

An institution wants to implement an enterprise data model where a single person can be a prospect, current student, alumnus, and donor over time. Different teams require different access, and the institution wants strong reporting across the full lifecycle. Which approach best supports this requirement?

An institution wants to ensure every prospective student has a single "golden" record even when they appear multiple times from web-to-lead, purchased lists, and event registrations. What is the recommended approach in Education Cloud?

Admissions counselors need to see which applicants are missing required documents and automatically notify applicants when a document is marked "Received". Which approach best aligns with Education Cloud practices?

A student success team wants a single place to view a student’s academics, advising interactions, alerts, and tasks. What Education Cloud capability best supports this requirement?

A university runs multiple outreach programs (e.g., campus visit, summer bridge, scholarship mentoring). They want to track participation per student and report outcomes by program and cohort year. Which data model approach is most appropriate?

Advancement wants to import gifts from a finance system nightly. Gifts must relate to the correct donor Contact and should not create duplicate gifts if a record is re-sent. What is the best integration design?

A college wants to ensure only the assigned admissions reader and their manager can see an applicant’s evaluation notes, while the broader admissions team can still see the application status and checklist progress. What is the best solution?

A student success center wants to create alerts when a student misses two consecutive classes and automatically generate a task for the assigned advisor. Attendance is captured in an external system and synced nightly. What approach best balances maintainability and scalability?

An institution has separate business units for Undergraduate, Graduate, and Continuing Education. They require different recruitment processes, page layouts, and automation, but some prospects may apply to multiple units. What architecture is most appropriate?

Advancement needs to capture soft credits for gifts (e.g., spouse or employer credit) and produce donor recognition reports showing both hard and soft credited amounts. What is the recommended approach?

A university wants alumni engagement scoring that combines event attendance, volunteering hours, and giving history. They need the score to be transparent, auditable, and adjustable by advancement operations without code changes. What solution is most appropriate?

A university wants a consistent way to track a person who is first a prospect, then an applicant, later a student, and eventually an alumnus—without creating duplicate person records. What is the recommended data model approach in Education Cloud?

An admissions team wants to automatically assign newly submitted undergraduate applications to the correct counselor based on the applicant’s country and intended program. What is the best declarative solution to implement this routing?

A student success office wants advisors to see upcoming tasks, assigned cases, and alerts for a student during an advising session. Which feature best supports bringing these actionable items together on a student record page?

An advancement office wants to track an alumnus’s employer and title and use that data in segmentation for fundraising campaigns. What is the most appropriate standard approach?

A school wants to measure conversion rates from inquiry to application to enrollment by academic program and term. Data comes from multiple sources and some prospects apply months later. Which design best supports accurate funnel reporting over time?

Admissions uses a web form to create prospects. They’re seeing duplicates when the same person inquires multiple times with the same email but slightly different names. What is the best way to reduce duplicates at creation time while still allowing legitimate distinct people to be created?

A student success team wants automated outreach when a student’s GPA drops below a threshold. The outreach must create a case for an advisor, send an email to the student, and log the interaction for reporting. What is the recommended automation approach?

An advancement team wants to run a campaign aimed at alumni who attended specific events and then made a gift within 90 days. Which approach best supports this type of segmentation and reporting in Salesforce?

A global institution operates multiple schools (business, engineering, arts) that share one Salesforce org. Each school needs its own admissions process, application review steps, and communications, but leadership wants cross-school reporting and a unified applicant experience. What is the best architecture approach?

After implementing an automated outreach Flow for at-risk students, advisors report that some students are getting multiple identical emails and duplicate cases when GPA data is loaded nightly. What is the most likely root cause and best fix?

An institution wants to display a 360-degree view of a learner that includes advising notes, enrollments, program progress, and open support cases in a single workspace for advisors. Which approach best supports this requirement with minimal custom development?

A university needs to restrict recruiters so they can only view and edit applicant records they own, while admissions managers can view all applicants within their region. Which design aligns best with Salesforce sharing best practices?

An advancement office wants to track how alumni are connected to the institution (e.g., former student, parent of student, employer partner) and also relate alumni to multiple households. Which standard data modeling approach is most appropriate?

Admissions leadership wants to see which marketing campaigns drive completed applications and admits. They also need attribution back to the source for each applicant. What is the most appropriate configuration approach?

Student success staff want proactive alerts when a learner is at risk, based on multiple factors (e.g., missed assignments, low attendance, and an open support case). They want these alerts routed to the right team and tracked through resolution. Which solution best fits?

An institution integrates an external application portal with Salesforce. Occasionally, the integration creates duplicate applicant person records when students submit multiple times with slightly different information. What is the best way to prevent and manage these duplicates?

A school needs to support communications to students and parents/guardians with different preferences and legal consent requirements. They must ensure staff only contact individuals according to the appropriate consent status. What is the best practice approach?

An advancement team wants to evaluate event engagement by comparing invitations, registrations, attendance, and post-event donations. They need this analysis segmented by alumni chapter. Which configuration best supports reporting on the full engagement funnel?

A multi-campus institution needs to implement Education Cloud with different admissions processes per campus. They want to reuse common components while allowing campus-specific steps, validations, and page experiences. Which architecture best balances reuse and flexibility?

An institution uses both advising and advancement. They want a unified person record while ensuring advancement users cannot see certain sensitive student support details (e.g., counseling notes) stored as Cases. What is the most appropriate way to meet this requirement?