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Education Cloud Consultants
Training & Certification Guide

Are you an Education Cloud Consultant (project lead, architect, developer, business analyst, etc.), working with Higher Education customers?  This guide will help you learn the knowledge and skills you need to help higher education customers be successful.  There are six sections, reflecting the areas of expertise needed to be an effective Education Cloud Consultant.  These sections also correspond to the six areas of expertise required to pass the Education Cloud Consultant Certification Exam (Coming Soon!).
Note: K-12 items are not part of the Education Cloud Consultant Certification Exam.

Use this training guide to prepare for the exam.  You should also review the Exam Guide on the Trailhead site.  In order to sit for the Education Cloud Consultant Certification beta exam, you must currently hold the Certified Administrator credential as a prerequisite.

Salesforce.org Program Partners should require all consultants to complete this learning path, as part of their training.


Introduction to Higher Education

Exam Category: Education Domain Expertise
Weighting = 19% of the exam

Consultants should have a fundamental knowledge of higher education customer business challenges, operating procedures, success metrics, and reporting requirements.


Given a business challenge, determine the Salesforce solutions that satisfy customer requirements for marketing and engagement.
TRAILHEAD: Distributed Marketing Features

TRAILHEAD: Gmail Integration
New! TRAILHEAD: Salesforce and Pardot Integration
New! TRAILHEAD: Marketing Cloud for Salesforce Partners
Pardot for Higher Education Recruiting and Admissions - Demo (Video)
Salesforce and GDPR
Salesforce Data Portability Management
Social Network Support
Using Data in Journey Builder

Given a business challenge, determine the Salesforce solutions that satisfy customer requirements for recruitment and admissions.


New! TRAILHEAD: Service Cloud for Salesforce Partners

TRAILHEAD: Community Cloud Basics

TRAILHEAD: Einstein Discovery Story Insights

TRAILHEAD: Lightning Flow

TRAILHEAD: Manage Your Higher Ed Data with HEDA

TRAILHEAD: Opportunity Management

TRAILHEAD: Salesforce CRM Customization and Extension

TRAILHEAD: Quickstart - Einstein Analytics (Project)


Given a business challenge, determine the Salesforce solutions that satisfy customer requirements for student success.

TRAILHEAD: Community Rollout Strategy

TRAILHEAD: Get Started with Service Cloud for Lightning Experience

TRAILHEAD: Manage Your Higher Ed Data with HEDA

TRAILHEAD: Screen Flow Distribution

Higher Education Data Architecture (HEDA) Documentation

Salesforce Advisor Link Documentation


Given a business challenge, determine the Salesforce solutions that satisfy customer requirements for advancement and alumni relations.

TRAILHEAD: Boost Adoption with Inbox

TRAILHEAD: Campaign Basics

TRAILHEAD: Community Cloud Basics

TRAILHEAD: Customize a Sales Path for Your Team (Project)

TRAILHEAD: Sales Cloud Einstein

TRAILHEAD: Salesforce CRM Customization and Extension

Supported Social Networks in Social Studio

Using Data in Journey Builder





Introduction to Education Cloud

Exam Category: Education Cloud Applications, Settings, and Configuration
Weighting = 22% of the exam

HEDA is the foundation of Education Cloud.  Consultants should understand how to administer, configure, and customize any higher education customer org with HEDA installed. 

Explain the capabilities and limitations of Higher Education Data Architecture (HEDA), including compatibility with other Salesforce products and features.

TRAILHEAD: Manage Your Higher Ed Data with HEDA

TRAILHEAD: Salesforce.org Education Cloud Basics

Higher Education Data Architecture (HEDA) Documentation


Install and configure HEDA.

Higher Education Data Architecture (HEDA) Documentation

Manage Your Higher Ed Data with HEDA

Salesforce HEDA Repository on GitHub


Install and configure Salesforce Advisor Link (SAL).

Salesforce Advisor Link Documentation






Education Cloud Implementation

Exam Category: Implementation Strategies
Weighting = 18% of the exam

Consultants should be able to implement Education Cloud solutions using proven strategies, processes, and implementation best practices. 

Given a scenario, determine how to facilitate a successful implementation (plan, gather requirements, design, build, test, document, deploy, and optimize).

TRAILHEAD: Understand Why Salesforce Adopted Agile

New! TRAILHEAD: Project Management Plan Lite for Salesforce Partners

Best Practices: How to Craft a CRM Strategy for Higher Ed

Best Practices: 5 Steps to a Successful Implementation

Salesforce Getting Started Workbook

Sandbox Types and Templates

Top 3 CRM Implementation Considerations to Consider


Advise on governance, change management, staffing, and adoption best practices including community resources for long-term solution success.

Trailhead: Manage Organizational Change

New! Develop a Salesforce Org Strategy to Achieve a Unified Experience (article)

Ask an Architect: Governance, Huh?

Ask an Architect: Why do I need a Center of Excellence, Anyway?

Higher Education User Groups

Salesforce Higher Education Advisory Council

Success With Salesforce: Strategic Governance for Nonprofits, Schools, and Universities

Why Staffing Your CRM Team Matters


Given a scenario, identify timing considerations for a successful deployment.

Best Practices: 5 Steps to a Successful Implementation

Salesforce.org Releases - 2019

Salesforce Advisor Link Release Announcements Chatter Group (Power of Us login required)

HEDA Release Announcements Chatter Group (Power of Us login required)





Education Cloud Solution Design

Exam Category: Solution Design
Weighting = 19% of the exam

Consultants need to understand all Salesforce solutions & services that can be applied to higher education business requirements, and how these solutions interact with HEDA.

Explain the similarities, differences, and relationships between HEDA account models, and standard Salesforce Account-Contact data models.

TRAILHEAD: Manage Your Higher Ed Data with HEDA

Higher Education Data Architecture (HEDA) Documentation


Given a scenario, design an appropriate and scalable solution for a higher education customer.

Best Practices: 4 Things to Consider When Tracking Contacts Former Names in HEDA

Ask an Architect: Effective Use of Your CRM and Marketing Solutions

Enterprise Architecture: Single-org vs. Multi-org Strategy

Higher Education Data Architecture (HEDA) Documentation

Salesforce Advisor Link Documentation

Salesforce Communities User Licenses

Salesforce Standard User Licenses


Identify the available open source community solutions that exist and where to find them.
Building an Education Cloud App on HEDA
Higher Ed Award Snapshot: Maryville University Leads in Student Systems and Services
Interactions for Student Recruitment (code repository on GitHub)
Object Merge (code repository on GitHub)
Object Merge Chatter Group (Power of Us login required)
Understanding Packages
Welcome to the Higher Ed Open Source Software Community

Given a scenario, determine when it is appropriate to use HEDA, other Salesforce solutions, community open source solutions, and third party applications.

TRAILHEAD: Community Cloud Basics

TRAILHEAD: Get Started with Pardot

TRAILHEAD: Manage Your Higher Ed Data with HEDA

TRAILHEAD: Marketing Cloud Products

TRAILHEAD: Sales Cloud Platform Quick Look

TRAILHEAD: Service Cloud Platform Quick Look

Build vs. Buy Considerations for Higher Ed

Introducing the Salesforce Education Cloud

Salesforce Engage

Salesforce Messaging

Salesforce Inbox

Salesforce Mass Email






Education Cloud Data Management

Exam Category: Integration and Data Management
Weighting = 17% of the exam

Consultants should understand how to import and manage data, including data migration, integrations, handling large data volumes (LDV), and TDTM.

Given a scenario, explain integration considerations for connecting higher education systems in an Education Cloud implementation.

TRAILHEAD: Get to Know Salesforce Identity

TRAILHEAD: Introduction to Salesforce Connect

TRAILHEAD: Lightning Platform API Basics

Ask an Architect: 5 Steps to an Effective Salesforce Data Management Strategy

Higher Education Data Architecture (HEDA) Documentation

Integration Patterns and Practices - Batch Data Synchronization

Integrating Salesforce with Banner

Salesforce Data Loader

Salesforce Data Import Wizard


Given a scenario, explain data migration considerations in Education Cloud.

TRAILHEAD: Large Data Volumes

Ask an Architect: 3 Recommended Steps to Building a Data Retention Policy

Higher Education Data Architecture (HEDA) Documentation

Salesforce Advisor Link Documentation

What is the difference between External ID and Unique ID?


Given a scenario, analyze the implications and design considerations of large data volumes.

TRAILHEAD: Large Data Volumes

Designing Record Access for Enterprise Scale: Ownership Data Skew

Effective Use of Your CRM and Marketing Solutions

Long and Short Term Approaches for Tuning Force.com Performance

Two Steps to Optimize Your Data Model and Avoid CRM Performance Degradation


Given a scenario, explain data management considerations in Education Cloud.
Ask an Architect: 5 Steps to an Effective Salesforce Data Management Strategy
Merge Duplicate Contacts in Salesforce Lightning Experience
Manage Duplicate Records
Object Merge (code repository on GitHub)
Object Merge Chatter Group (Power of Us login required)
Two Steps to Optimize Your Data Model and Avoid CRM Performance Degradation
New! Three Steps to Reviewing Your Data Security in Community Cloud (article)
New! Secure Your Data in Community Cloud with Advanced Configuration (article)
New! Three Steps to Verify Your Community Cloud Security Settings (article)





Education Cloud Analytics

Exam Category: Analytics
Weighting = 5% of the exam

Consultants should understand how to build custom reports & dashboards that meet higher education customer requirements, and extend analytics capabilities.