Use our Salesforce CRM test to hire the best

Summary of the Salesforce CRM test

The Salesforce customer relationship management (CRM) test evaluates candidates’ familiarity with the basic concepts and standard functionality of Salesforce CRM. This test will help you hire candidates who have experience using Salesforce in their roles.

Covered skills

Managing leads
Managing accounts & contacts
Managing opportunities

Use the Salesforce CRM test to hire

Sales reps, account executives, sales managers, business development representatives, or any other position that requires functional knowledge and understanding of how to use Salesforce CRM to manage prospects.

Type

Role specific skills
Software skills

Time

10 min

Audience

English speaking

Level

Entry level

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About the Salesforce CRM test

Salesforce is one of the most widely used customer relationship management (CRM) systems in the world. As one of the most comprehensive, innovative, and easily-customizable solutions on the market, Salesforce CRM helps companies streamline their processes and their operations efficiently so employees can focus on what matters most: growing their business and customer base.

This Salesforce CRM test assesses candidates’ skills in using the software across three important parameters: managing leads, managing accounts and contacts, and managing opportunities. The test is applicable to users familiar with the Classic or Lightning interfaces and covers the Sales related objects of Leads, Accounts, Contacts, Opportunities, and related elements associated with them. The test does not cover cases or administrative topics. It assumes that Leads are used with Account & Contacts (the most typical scenario, especially for B2B companies) but not with person Accounts.

Candidates who perform well on this test have the essential knowledge required to manage Salesforce effectively for running any sales and account management process. These are the candidates that will be able to easily and quickly adapt to your company’s process or help you set and improve processes for better sales and account management.

The test is made by a subject-matter expert

Bill F.

Bill believes in the power of well-designed programs that align with customers’ buying habits. As a Salesforce CRM and marketing automation consultant, it’s that principle that has always guided him in his work with global firms on implementation and best practices.

With his many specializations—marketing strategy, B2B demand generation, and marketing automation program design, to name a few—Bill deftly helps businesses design sales and marketing processes that lead to game-changing results.

Crafted with expert knowledge

TestGorilla’s tests are created by subject matter experts. We assess potential subject-matter experts based on their knowledge, ability, and reputation. Before being published, each test is peer-reviewed by another expert, then calibrated using hundreds of test takers with relevant experience in the subject. Our feedback mechanisms and unique algorithms allow our subject-matter experts to constantly improve their tests.

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Test candidates for job-specific skills like coding or digital marketing, as well as general skills like critical thinking. Our unique personality and culture tests allow you to get to know your applicants as real people – not just pieces of paper.

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Give all applicants an equal, unbiased opportunity to showcase their skills with our data-driven and performance-based ranking system.

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Our short, customizable assessments and easy-to-use interface can be accessed from any device, with no login required.

Add your company logo, color theme, and more to leave a lasting impression that candidates will appreciate.

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Building assessments is quick and easy with TestGorilla. Just pick a name, select the tests you need, then add your own custom questions.

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Easily switch from a comprehensive overview to a detailed analysis of your candidates. Then, go beyond the data by watching personalized candidate videos.

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View a sample report

The Salesforce CRM test will be included in a PDF report along with the other tests from your assessment. You can easily download and share this report with colleagues and candidates.

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FAQs

What is the difference between an assessment and a test?

An assessment is the total package of tests and custom questions that you put together to evaluate your candidates. Each individual test within an assessment is designed to test something specific, such as a job skill or language. An assessment can consist of up to 5 tests and 20 custom questions. You can have candidates respond to your custom questions in several ways, such as with a personalized video.

Can I add my own questions to an assessment?

Yes! Custom questions are great for testing candidates in your own unique way. We support the following question types: video, multiple-choice, coding, file upload, and essay. Besides adding your own custom questions, you can also create your own tests.

How do video questions work?

A video question is a specific type of custom question you can add to your assessment. Video questions let you create a question and have your candidates use their webcam to record a video response. This is an excellent way to see how a candidate would conduct themselves in a live interview, and is especially useful for sales and hospitality roles. Some good examples of things to ask for video questions would be "Why do you want to work for our company?" or "Try to sell me an item you have on your desk right now." You can learn more about video questions here.

Can you explain how the other custom question types work?

Besides video questions, you can also add the following types of custom questions: multiple-choice, coding, file upload, and essay. Multiple-choice lets your candidates choose from a list of answers that you provide, coding lets you create a coding problem for them to solve, file upload allows your candidates to upload a file that you request (such as a resume or portfolio), and essay allows an open-ended text response to your question. You can learn more about different custom question types here.

Can I customize an assessment with my company logo and color theme?

Yes! You can add your own logo and company color theme to your assessments. This is a great way to leave a positive and lasting brand impression on your candidates.

What type of support do you offer?

Our team is always here to help. After you sign up, we’ll reach out to guide you through the first steps of setting up your TestGorilla account. If you have any further questions, you can contact our support team via email, chat or call. We also offer detailed guides in our extensive Help & Inspiration Center.

What is the cost for using the Salesforce CRM test?

You can find our pricing packages here. Sign up here to try TestGorilla today.

Can I combine the Salesforce CRM test with other tests?

Yes. You can add up to five tests to each assessment.

Where in my recruitment process should I use the Salesforce CRM test?

We recommend using our assessment software as a pre-screening tool at the beginning of your recruitment process. You can add a link to the assessment in your job post or directly invite candidates by email. TestGorilla replaces traditional CV screening with a much more reliable and efficient process, designed to find the most skilled candidates earlier and faster.

Salesforce CRM