Salesforce CRM test
Summary of the Salesforce CRM test
The Salesforce Customer Relationship Management (CRM) test evaluates candidates’ familiarity with the basic concepts and standard functionality of this CRM. The test helps you hire candidates who excel at using Salesforce to manage customer data, automate workflows, generate reports, and improve sales.
Covered skills
Organizing leads
Coordinating accounts and contacts
Managing opportunities
Analyzing sales data
Use the online Salesforce CRM test to hire
Sales reps, account executives, sales managers, business development representatives, customer service professionals, or any other position that requires functional knowledge and understanding of Salesforce CRM.
About the Salesforce pre-employment test
The online Salesforce CRM test uses multiple-choice questions to help you identify professionals with Salesforce skills, such as managing leads and automating processes, to increase productivity, create better customer insights, and drive sales performance for your business.
Candidates have 10 minutes to answer questions that assess their ability to use the Salesforce CRM and handle specific work scenarios.
The Salesforce CRM test evaluates candidates’ understanding of:
Lead capture, qualification, and reporting
Lead structure, setup, and round-robin distribution
Tracking, forecasting, and pipeline management
Enrichment of contact and account data
API and third-party app integrations
Creating custom fields, relationships, and page layouts
Automating tasks such as sending emails and updating fields
Hiring candidates with strong Salesforce CRM skills supports efficient lead, account, and contact management while automating sales processes. These professionals can generate custom reports, streamline operations, and integrate Salesforce with other systems to meet specific business needs.
You can check out preview questions to see how our Salesforce assessment measures your candidates’ skills.
Once your candidates complete the test, you receive a side-by-side ranking of their results. These results enable you to easily compare their performance and make informed hiring decisions.
The test is made by a subject-matter expert
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.
Muazzama A.
Muazzama, a certified Salesforce administrator, possesses years of experience successfully managing end-to-end projects and has collaborated with businesses to implement scalable solutions that meet diverse needs. Passionate about tech, she has worked as a business analyst and project manager, as well as venturing into finance, IT, and real estate.
Outside of work, Muazzama finds joy in reading, exploring new places, and immersing herself in nature.
Reliability: Cronbach’s alpha coefficient = .65 (N = 795)
Face validity: Candidates rated this test as accurately measuring their skills (average score of 3.80 out of 5.00, N = 502).
Criterion-related validity: Candidates with higher scores on this test received higher average ratings from the hiring team during the selection process (r = .28, N = 37).
For an in-depth look at interpreting test results, please take a look at our Science series articles: How to interpret test fact sheets (part 1): Reliability, and How to interpret test fact sheets (part 2): Validity.
For an explanation of the various terms, please refer to our Science glossary.
Reliability and validity | Sufficient data available | Analyses and checks conducted | Outcome |
|---|---|---|---|
Reliability | ✔ | ✔ | Acceptable |
Content validity | ✔ | ✔ | Acceptable |
Face validity | ✔ | ✔ | Acceptable |
Construct validity | Pending | Pending | Pending |
Criterion-related validity | ✔ | ✔ | Acceptable |
Group differences | |||
Age differences | Pending | Pending | Pending |
Gender differences | ✔ | ✔ | Acceptable |
Ethnicity differences | Pending | Pending | Pending |
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Why are Salesforce skills important to employers?
Salesforce skills are important to employers because they directly impact a company’s ability to manage customer relationships and drive sales. Finding candidates with the right Salesforce expertise:
Builds stronger customer relationships by tracking and managing every interaction
Increases revenue by optimizing sales performance and forecasting accuracy
Improves operational efficiency by automating tasks, generating insightful reports, and reducing manual work
Supports strategic decisions with deeper insights into customer behavior and sales trends
With Salesforce CRM testing, you hire sales representatives who effectively manage leads, follow up with prospects, and close deals using Salesforce’s tools and features.
4 Salesforce CRM competencies to look for
When conducting a Salesforce pre-employment test, evaluate candidates on competencies that prove their ability to enhance CRM processes to support revenue growth.
These are the four most important Salesforce CRM skills to look for:
Managing leads: Candidates should be able to capture, qualify, and nurture leads
Managing accounts: Strong applicants can organize and maintain detailed records of accounts and contacts to improve customer retention
Automating processes: Top Salesforce experts automate repetitive tasks, such as sending follow-up emails, to save time and reduce errors
Knowledge of custom reports and dashboards: Candidates should be able to create and interpret custom reports and dashboards to inform business decisions
Unfortunately, validating skills and Salesforce CRM knowledge is not straightforward. For example, EXOGROUP used in-house tests to assess its candidates’ sales skills. Candidates found these tests too complex, and many quit the hiring process.
Switching to TestGorilla helped the company easily assess sales skills. With our screening assessments, the organization reduced hiring time, improved candidate engagement, and hired the best talent.
What job roles can you hire with our Salesforce test?
Our Salesforce test is a versatile tool for hiring for various job roles in sales, customer service, and business development.
Here are some positions you can hire with our Salesforce pre-employment test:
Sales reps use Salesforce to streamline the sales process and manage leads, qualify prospects, and close deals
Account executives use Salesforce to build strong relationships and optimize customer interaction for retention because they maintain detailed records and manage key client accounts
Sales managers leverage Salesforce to oversee sales pipelines, forecast accurately, track performance, and guide their teams based on real-time data
Business development representatives use Salesforce to organize and monitor outreach efforts to nurture prospects and turn them into valuable opportunities
Customer service professionals employ Salesforce to manage customer inquiries, track interaction histories, and provide exceptional support to resolve issues quickly
Are you hiring for one of these roles and want to confirm skills tests are the right approach for your business? Check out our ROI calculator to measure the tangible benefits based on your company size, recruitment needs, and current hiring data.
Create a multi-measure assessment: 4 tests to pair with the Salesforce CRM test
The online Salesforce CRM test provides valuable insights into your candidates’ Salesforce proficiency. However, pairing it with additional tests enables you to assess the full potential of your applicants.
TestGorilla enables you to create a talent assessment with up to five tests. This approach helps you to evaluate candidates from multiple angles and assess a broader range of skills and traits.
Creating a multi-measure assessment ensures you hire someone who can navigate Salesforce and excel in all areas critical to their role.
We suggest pairing the Salesforce assessment with these tests:
B2B Outside Sales test: Identify candidates who combine their Salesforce knowledge with strategic thinking and sales expertise to drive revenue growth
Negotiation test: Evaluate how your candidates handle complex negotiations and close deals favorably while using Salesforce data to tailor their approach
Account Management test: Measure how well your candidates can use Salesforce to manage and grow client relationships
DISC Personality test: Assess your applicants’ personality traits and behavioral styles to determine how well they can work within your sales team
FAQs
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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