CSM Salesforce Best Practices

How often should you review your Salesforce Dashboard?

• Daily

• Weekly

• Monthly

• Quarterly

How often should CSMs update Customer Health Reports?

• Every 30 days

• Every 80 days

• Twice a year

• Annually

Which of the following is NOT a task that will be shown on your Salesforce dashboard?

• Success Kick Off Call

• Success Check In Call

• Customer Health Reports

How much time will you have to complete a task?

• Unlimited

• 30 days

• Two Weeks

• 60 days

If you are having difficulty with completing any tasks, you should discuss this with:

• Camilla

• Your manager

• Your team

• Your mom

How frequently will the Success Check-In Call task be populated?

• Every 30 days

• Every 60 days

• Every 90 days

• Once a year

Why is Customer Health Report important?

• Predicting customer behavior (renewal, upsell, churn, at risk).

• Prioritizing outreach to "at-risk" customers.

• Managing the Book of Business more effectively.

• All of the Above

Completing Salesforce tasks is optional.

• True
• False