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Salesforce

Total questions: 20

Worksheet time: 20mins

Name
Class
Date
1.

What is Salesforce?

a)

A system for checking stock

b)

Customer/Order Entry System

c)

We don't use Salesforce

d)

Timekeeping System

2.

Required information to obtain from customer?

a)

Full name

b)

Physical Shipping Address

c)

Birthday

d)

Phone number

e)

Email address

3.

If a customer is already in our system, their phone number should be recognized when they call in.

a)

True

b)

False

4.

Account name is a required field in Salesforce. What Account name does our Consumer Connection Team use?

a)

This isn't a required field.

b)

Consumer Account Canada

c)

Consumer Account USA

5.

We can ship to a PO box?

a)

True

b)

False

6.

When adding a shipping address, if the customer has an apartment/suite number, how is it entered?

a)

Entering that information isn't necessary.

b)

Entering apartment number/suite number on single line immediately following the address.

c)

Entering apartment/suite number on 2nd line.

d)

We cannot ship to apartments/suites.

7.

Which of the following would be required to place a warranty/goodwill order for a customer?

a)

Contact information

b)

Asset information

c)

Case information

d)

Original purchase location/price

8.

Grohe's warranty starts from the date the product was installed.

a)

True

b)

False

9.

Assets can be part numbers instead of model numbers.

a)

True

b)

False

10.

You must associate an asset to a case before placing a warranty/goodwill order.

a)

True

b)

False

11.

When associating an asset, the following are required.

a)

Product Type

b)

Product Sub Type

c)

Issue Type

d)

Purchased Location

12.

You must associate an asset when placing a credit card order.

a)

True

b)

False

13.

From within a case, which tab would you use to send an email to a customer?

a)

Details

b)

Feed

c)

Orders

d)

Open Activities

14.

When emailing from within an existing case that you did NOT create, assigning yourself as the case owner is required?

a)

True

b)

False

15.

Grohe Consumer Connection uses which of the following account types for consumer orders.

a)

Goodwill

b)

FOC

c)

Warranty 1-5 years

d)

Warranty 6-10 years

16.

When entering a warranty/goodwill order in Salesforce, you would need to follow which flow?

a)

Add product, Order Simulator, Submit to SAP

b)

Order Simulator, Add product, Submit to SAP

c)

Add product and Submit to SAP

d)

Add product, order simulator, submit for approval.

17.

After running the order simulator, if you encounter an order amount approval error, submit the order for approval?

a)

True

b)

False

18.

You can expedite an order from within Salesforce?

a)

True

b)

False

19.

A customer can send an email directly to SF_CaseManagement@lixilamericas.com?

a)

True

b)

False

20.

You should respond to your Salesforce emails/close your cases within what timeframe?

a)

5-7 days

b)

24 hours

c)

24-48 hours

d)

30 days