Font size
S
M
L
XL
WorksheetsEDB CRM Knowledge Check
Total questions: 10
Worksheet time: 5mins
Name
Class
Date
1.
Which are possible sources for Cases? Choose 4 answers.
a)
Social
b)
Web Forms
c)
Manual
d)
Email
e)
WhatsApp
2.
How many business hours is the RESOLUTION SLA for Inquiry/Feedback?
a)
16
b)
40
c)
48
d)
24
3.
Which of the following keywords can you use for Fund Request email approvals? Choose 2 answers.
a)
Ya
b)
Yes
c)
Go ahead
d)
Approved
4.
Which do you use for documenting prospecting customer information?
a)
Account
b)
Case
c)
Knowledge
d)
Lead
5.
What's the keyboard shortcut for CLOSING a Workspace Tab?
a)
G + W
b)
G + X
c)
Shift + X
d)
Alt + F4
6.
Which of the following can be done using the Mobile App? Choose 2 answers.
a)
Make a Call
b)
Send SMS
c)
Send WhatsApp
d)
Save Call Logs
7.
How are SGN Events documented in Salesforce?
a)
Reports
b)
Campaigns
c)
Leads
d)
Cases
8.
Which Lead information does the system use to find duplicates? Choose 2 answers.
a)
Name
b)
Social Media ID
c)
Email
d)
Phone
9.
Which Global Search keywords will allow you to find your Instructor's record? Choose 3 answers.
a)
Chaze
b)
Ch*
c)
*Ch
d)
Cha?e
e)
??*
10.
Which Case Type can be submitted for Approval?
a)
Fund Request
b)
Feedback
c)
Inquiry
d)
Social
Reset
