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WorksheetsSalesforce
Total questions: 20
Worksheet time: 20mins
What is Salesforce?
A system for checking stock
Customer/Order Entry System
We don't use Salesforce
Timekeeping System
Required information to obtain from customer?
Full name
Physical Shipping Address
Birthday
Phone number
Email address
If a customer is already in our system, their phone number should be recognized when they call in.
True
False
Account name is a required field in Salesforce. What Account name does our Consumer Connection Team use?
This isn't a required field.
Consumer Account Canada
Consumer Account USA
We can ship to a PO box?
True
False
When adding a shipping address, if the customer has an apartment/suite number, how is it entered?
Entering that information isn't necessary.
Entering apartment number/suite number on single line immediately following the address.
Entering apartment/suite number on 2nd line.
We cannot ship to apartments/suites.
Which of the following would be required to place a warranty/goodwill order for a customer?
Contact information
Asset information
Case information
Original purchase location/price
Grohe's warranty starts from the date the product was installed.
True
False
Assets can be part numbers instead of model numbers.
True
False
You must associate an asset to a case before placing a warranty/goodwill order.
True
False
When associating an asset, the following are required.
Product Type
Product Sub Type
Issue Type
Purchased Location
You must associate an asset when placing a credit card order.
True
False
From within a case, which tab would you use to send an email to a customer?
Details
Feed
Orders
Open Activities
When emailing from within an existing case that you did NOT create, assigning yourself as the case owner is required?
True
False
Grohe Consumer Connection uses which of the following account types for consumer orders.
Goodwill
FOC
Warranty 1-5 years
Warranty 6-10 years
When entering a warranty/goodwill order in Salesforce, you would need to follow which flow?
Add product, Order Simulator, Submit to SAP
Order Simulator, Add product, Submit to SAP
Add product and Submit to SAP
Add product, order simulator, submit for approval.
After running the order simulator, if you encounter an order amount approval error, submit the order for approval?
True
False
You can expedite an order from within Salesforce?
True
False
A customer can send an email directly to SF_CaseManagement@lixilamericas.com?
True
False
You should respond to your Salesforce emails/close your cases within what timeframe?
5-7 days
24 hours
24-48 hours
30 days
