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Prerequisite: Salesforce Administrator

Administrator is a prerequisite for Education Cloud Consultant. This trailmix only consists of topics above and beyond the Admin trailmix.

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Education Cloud Consultant Exam Overview

Exam Guide, Scheduling your Exam, Recommended Courses, and Quick Facts.

Task

Domain Expertise

Exam Weight 18%

+300 points
Module

Education Cloud Basics

Meet Education Cloud and see how it supports the holistic learner journey.

~20 mins
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Education Cloud Documentation

Salesforce Help documentation for Education Cloud

~10 mins
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Education Cloud Trial Org

Explore Education Cloud for 30 days.

~5 mins
+300 points
Module

Education Data Architecture Basics

Learn how Education Data Architecture (EDA) can help your educational institution.

~40 mins
+200 points
Module

Data Insights for Student Recruitment and Admissions

Employ Salesforce reporting and analytics to make informed strategy decisions.

~40 mins
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Admissions Connect Documentation

Trailblazer Community Documentation

~5 mins
+100 points
Module

Student Success Hub: Quick Look

Learn how Salesforce helps you provide holistic support to students in grades K-20.

~5 mins
+300 points
Module

Student Success Hub for Higher Education

Find out how Student Success Hub for Higher Education engages students and staff.

~15 mins
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Student Success Hub Documentation

Trailblazer Community Documentation

~10 mins
+500 points
Module

K-12 Architecture Kit Administration Basics

Set up and configure K-12 Architecture Kit to connect educators and families.

~1 hr 30 mins
+400 points
Module

Holistic Student Support with Student Success Hub for K-12

Use Salesforce's K-12 solutions to deliver equitable and holistic student support.

~1 hr 25 mins
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K-12 Architecture Kit Documentation

Trailblazer Community Documentation

~5 mins
+300 points
Module

Marketing Cloud Engagement Basics

Explore our powerful suite of products and start building your digital marketing strategy.

~20 mins
+300 points
Module

Marketing Cloud Account Engagement Basics

Learn what Account Engagement is and how it can help you market to other businesses.

~45 mins
Task

Education Cloud Configuration

Exam Weight 22%

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Education Cloud Datasheet

Explore the key features of Education Cloud.

~10 mins
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Industries Common Features

Salesforce Winter'24 Release Notes

~10 mins
+100 points
Module

Accounting Subledger for Education Cloud: Quick Look

Find out how educational institutions can consolidate accounting data with Salesforce.

~5 mins
+400 points
Module

Business Rules Engine

Automate complex decision making to streamline business processes for any industry.

~35 mins
+500 points
Module

Care Plan Management in Nonprofit Cloud for Programs

Streamline your work with templates and a single record for benefits, goals, and tasks.

~1 hr 15 mins
+400 points
Module

OmniStudio Document Generation Foundations

Simplify and automate document creation to streamline your sales process.

~20 mins
+300 points
Module

Identity Basics

Secure your org so users can log in once to access a variety of apps, orgs, and services.

~35 mins
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Interest Tags

Salesforce Help Docs

~14 mins
+100 points
Module

Nonprofit Cloud for Programs: Quick Look

Discover how to manage your programs and human service cases in Salesforce.

~5 mins
+300 points
Module

OmniStudio Architecture

Create omnichannel guided sales and service experiences.

~20 mins
+500 points
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OmniStudio FlexCards

See contextual customer data at a glance with OmniStudio FlexCards.

~30 mins
+500 points
Module

OmniScripts

Use OmniScripts to design customer interactions.

~45 mins
+300 points
Module

Omnistudio Data Mappers

Use Omnistudio Data Mappers to efficiently read, transform, and write Salesforce data.

~25 mins
+400 points
Module

OmniStudio Integration Procedures

Design processes that integrate data from Salesforce and external systems.

~25 mins
+100 points
Module

Appointments in Education Cloud: Quick Look

Streamline the appointment experience for your staff, learners, and prospects.

~5 mins
+600 points
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Salesforce Scheduler Customization

Customize Salesforce Scheduler to fit your business needs.

~1 hr 20 mins
+500 points
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Multi-resource, Inbound, and Concurrent Scheduling with Salesforce Scheduler

Explore advanced scheduling options and enable customers to book appointments.

~55 mins
+400 points
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Appointment Invitation URLs for Sharing Availability

Enable users to share service resource availability with customers booking appointments.

~50 mins
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Education Cloud ERD

Education Cloud Data Model Overview

~5 mins
+300 points
Module

Education Architecture Setup

Learn how to set up your campus with Education Data Architecture (EDA).

~55 mins
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Admissions Connect ERD

Salesforce Help Docs

~10 mins
~10 mins
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Student Success Hub ERD

Salesforce Help Docs

~10 mins
~30 mins
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Implementation Strategies and Best Practices

Exam Weight 18%

+100 points
Module

Salesforce Consultant: Quick Look

Learn what Salesforce consultants do and the skills they need to succeed.

~5 mins
+200 points
Module

Technical Project Management

Learn how technical project management intersects with security in your organization.

~20 mins
+100 points
Module

Digital Transformation at Educational Institutions: Quick Look

Learn how a strategic approach to data improves digital experiences for constituents.

~5 mins
+400 points
Module

Constituent-Centric Data Strategies for Education

Create a data strategy that puts your constituents front and center.

~40 mins
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Get Started with Open Source Commons

Trailblazer Community Documentation

~5 mins
+300 points
Module

Salesforce Release Readiness Strategies

Learn how Salesforce releases new features and how your company can make the most of them.

~20 mins
Task

Solution Design

Exam Weight 19%

+500 points
Module

Constituent Management in EDA

Create a 360 degree view of your constituents in EDA.

~1 hr 25 mins
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Person Accounts

Salesforce Help Docs

~5 mins
Task

Integration and Data Management

Exam Weight 16%

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Education Cloud Developer Guide

Introduction to Education Cloud

~5 mins
+100 points
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Data Storage for Education Institutions: Quick Look

Create a data storage strategy for your school.

~5 mins
+400 points
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Large Data Volumes

Plan for and work with large data volumes within Salesforce.

~1 hr 20 mins
+300 points
Module

Scalability with Salesforce

Understand scalability, management, and performance of data on the Salesforce Platform.

~25 mins
+100 points
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Student ID Field in Education Data Architecture: Quick Look

Learn to customize the Contact object in EDA to help your organization succeed.

~5 mins
+400 points
Module

EDA Configuration and Data Import

Configure EDA to support your educational institution's needs.

~55 mins
Task

Analytics

Exam Weight 7%

+100 points
Module

CRM Analytics: Quick Look

Explore all CRM Analytics has to offer.

~5 mins
+100 points
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Tableau AI and Analytics: Quick Look

Use artificial intelligence to power your data decisions.

~5 mins
+100 points
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Einstein Discovery: Quick Look

Augment your data analytics with Einstein Discovery’s data science superpowers.

~10 mins
+400 points
Module

EDA Reports

Build reports to get the most out of your education data.

~1 hr 25 mins