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Salesforce CRM skills test: Pre-employment screening assessment to select top candidates

All tests/Role specific skills/
Salesforce CRM test
Type: Role specific skills
Time: 10 min
Languages: English
Level: Entry level

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.

graphic image for role specific skills tests

About the Salesforce CRM test

Hiring candidates with strong Salesforce CRM skills will lead to the efficient and effective management of leads, accounts, and contacts; automated sales processes; the generation of custom reports and dashboards; streamlined operations; and integrations with other systems that tailor Salesforce CRM to meet your specific business needs.

This Salesforce CRM test also evaluates candidates' knowledge of lead capture and qualification; lead structure and setup; lead reporting; round-robin lead distribution; and managing opportunities through tracking, forecasting, and pipeline management.

It covers integration capabilities such as enrichment capabilities on a contact and account level; API and third-party app integrations; creating custom fields, relationships, and page layouts to customize data for business needs; and workflows to automate tasks such as sending emails, creating tasks, and updating fields.

This screening test will help you identify professionals who can translate their Salesforce CRM skills into results for your business. They will enable the efficient and effective management of your sales process and help your organization maximize the benefits of Salesforce CRM, including increased productivity, better customer insights, and improved sales performance.

photo of the subject matter expert for this test

The test is made by a subject-matter expert

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.

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, and 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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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.

How the Salesforce CRM test can help you hire the best candidates

Salesforce’s CRM platform helps break down departmental silos by giving companies a holistic view of their customers wherever they interact with their brand. For this reason, it is the world’s most popular CRM platform for small businesses and enterprises alike.

Salesforce has become invaluable to many organizations with sales departments. If this includes your business, you should test candidates’ Salesforce CRM skills to ensure they have the required experience before you hire them.

Salesforce CRM in business

With more than 150,000 companies using the platform to manage their interactions with customers and prospects and an almost 20% share of the CRM market, the ubiquity of Salesforce cannot be understated.

The platform is holistic and easily customizable, offering a user-friendly interface to help organizations grow their business and customer base.

For this reason alone, you need to make sure that you hire candidates who know how to use the software to help your company thrive.

What are the benefits of giving candidates a Salesforce test

Organizations that test Salesforce skills can make better, more informed, and unbiased hiring decisions.

Not only does a pre-employment test evaluate the Salesforce skills needed to use the software to its full potential, but it also reduces your time to hire by eliminating the need to screen resumes. This gives you more time to invest in the candidates who have the required skills.

Minimize hiring bias with a Salesforce CRM test

A Salesforce test helps you quickly and easily identify candidates who have the essential knowledge needed to manage Salesforce for running sales and account management processes. Furthermore, testing Salesforce skills helps you reduce bias in the hiring processes.

Eliminating bias in recruitment processes and shifting to a skills-based hiring mindset is a big priority for modern organizations. Pre-employment skills tests provide you with a much fairer way of evaluating candidates and creating your interview shortlist.

The test is completely objective since the results are a reliable quantitative indicator of applicants’ suitability for the job. This means you’ll be able to compare candidates based solely on their skills.

Which roles can a Salesforce CRM test be useful for?

It’s up to you to decide whether Salesforce skills are vital for your open role. However, we recommend that you test Salesforce skills for any role that requires a general understanding of how to use Salesforce on a day-to-day basis.

The test is useful for any position that requires a working knowledge and understanding of the Salesforce CRM software. When you’re hiring for the roles in the list below, a Salesforce CRM test will help you easily identify candidates with the necessary Salesforce CRM experience:

Sales reps Account executives Sales managers Business development representatives Marketing and communication roles Customer service reps Customer experience roles

Recruiting with a Salesforce assessment

Given the ubiquity of Salesforce across industries, you’ll likely come across many candidates who claim to be proficient with the CRM software suite.

However, not every candidate will actually have the level of skill or experience that you need, meaning that the only way you can be certain of their skills is by assigning them a pre-employment Salesforce test. Testing candidates before you move to the interview stage also helps you narrow down your candidate pool, giving you more time to focus on only the most suitable candidates.

Plus, giving candidates a Salesforce test to complete before you hire them helps you avoid costly mis-hires and training in the future.

Add additional tests to your pre-employment assessment

Combining your Salesforce test with other skills tests helps you build a comprehensive skills assessment to evaluate candidates.

In addition to technical skills, there are other relevant skills that sales reps and account executives should possess, including communication skills, effective time management, and problem-solving abilities.

By creating a balanced skills assessment, you can test multiple skills at the same time, gain a complete view of each candidate’s profile, and assess them based on an evaluation of their broader skill set.

When should you test Salesforce skills?

We recommend that you test candidates’ Salesforce skills at the top of the recruiting funnel since this will help you whittle down your candidate shortlist by excluding those who don’t meet the mark. Testing candidates early in the hiring process will also give you access to a wealth of comparative data to help you make other hiring decisions further down the line.

How to test Salesforce CRM skills with TestGorilla

Since TestGorilla’s Salesforce CRM test was created by a subject-matter expert and extensively peer reviewed by a second expert, you can confidently use it to evaluate candidates accurately. The Salesforce test questions are also calibrated with the help of hundreds of test-takers with experience in using the software.

Candidates have 10 minutes to answer a set of questions related to the Salesforce CRM software. The test assesses how well they can navigate and use the program, their general Salesforce knowledge, and how they act in certain situations.

To help you identify candidates with a good grasp of the basic concepts and standard functionalities of the software, our Salesforce CRM test covers the following skills:

Managing leads Managing accounts and contacts Managing opportunities Analyzing sales data

The test is suitable for assessing candidates who have experience with Salesforce’s Classic or Lightning interfaces and evaluates their skills in Leads, Accounts, Contacts, Opportunities, and other aspects of Salesforce. The test does not cover cases or administrative topics.

Once your candidates have completed the test, you’ll be able to compare them with a side-by-side ranking of their results based on the average of their percentile scores.

In summary

Our pre-employment Salesforce test is ideal for organizations that want to test Salesforce skills before they hire.

By combining the test with other skills tests, you can gain deep, unbiased insights into each applicant and how they would fit into your overall company. Use TestGorilla’s Salesforce CRM test to evaluate candidates without having to comb through resumes and identify the top candidates to move on to the interview stage.

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