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Worksheets

Salesforce

Total questions: 15

Worksheet time: 6mins

Name
Class
Date
1.

What is the system that we use to capture all interactions with consumers and customers?

a)

Website

b)

Facebook

c)

Salesforce

d)

Google

2.

This is one portion of Salesforce that allows you to search for any information that is stored in the system.

a)

Case Details

b)

Einstein / Global Search

c)

Local Search

3.

This dropdown will allow you to switch between views from Cases to Quick Cases, Knowledge Base, Dashboard etc.

a)

Contact View

b)

Case View

c)

Overview

4.

What name should we set into a contact if a consumer failed to provide their first and last name?

a)

Guest Guest

b)

Consumer Consumer

c)

Customer Customer

d)

Name Consumer

5.

What are the 3 Case Record Types that we use in Home Fragrance?

a)

RM Claim

b)

Consumer Inquiry

c)

Salesforce

d)

Consumer Complaint

6.

TRUE of FALSE: A case must be created for EVERY call.

a)

FALSE

b)

TRUE

7.

We use this case record type when a consumer has a general question.

a)

Consumer Complaint

b)

Consumer Inquiry

c)

Repair

8.

The case record type that we use when the consumer has a problem with our product.

a)

Consumer Complaint

b)

RM Claim

c)

Consumer Inquiry

9.

What is the format of the subject that we use for our cases?

a)

What - Why

b)

What - Why - Who

c)

What - Where

10.

We are to use this status if we are waiting on our consumer's response or action.

a)

Waiting on Internal Data

b)

Waiting on Consumer

c)

Pending

d)

Open

11.

TRUE or FALSE: Product Disposition should be entered on EVERY case.

a)

TRUE

b)

FALSE

12.

TRUE or FALSE: Case Comment is a required field for closing a case.

a)

FALSE

b)

TRUE

13.

2 types of OMS Order

a)

Standard

b)

Appeasement

c)

Economy

d)

OMS Item

14.

We fill out this additional field in Case Product if we are to replace an out of stock item with a different item

a)

RM Claim

b)

Replacement Product

c)

Related Cases

d)

Quick Case

15.

2 types of promotions.

a)

Super Marketing

b)

Marketing

c)

Electronic

d)

Ecomm