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

Use our Salesforce CRM test to hire the best

This Salesforce customer relationship management (CRM) test evaluates candidates’ familiarity with the basic concepts and standard functionality of Salesforce CRM. This pre-employment skills 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

Languages

English

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.

What our customers are saying

Use TestGorilla to hire the best faster, easier and bias-free

Our screening tests identify the best candidates and make your hiring decisions faster, easier, and bias-free.

Predict job performance

Learn how each candidate performs on the job using our library of 284 scientifically validated tests.

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.

Hire without bias

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

With TestGorilla, you’ll get the best talent from all walks of life, allowing for a stronger, more diverse workplace.

Offer a positive candidate experience

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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Watch how you can use the Salesforce CRM test

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Create high-quality job assessments, fast

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

You can customize your assessments further by adding your company logo, color theme, and more. Build the assessment that works for you.

Invite candidates your way

Send email invites directly from TestGorilla, straight from your ATS, or connect with candidates by sharing a direct link.

Have a long list of candidates? Easily send multiple invites with a single click. You can also customize your email invites.

See the best candidates, ranked

Discover your strongest candidates with TestGorilla’s easy-to-read output reports, rankings, and analytics.

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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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.

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