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Salesforce 101 Assessment

Total questions: 25

Worksheet time: 17mins

Name
Class
Date
1.

The (a)   icon allows you to quickly and easily navigate back to a record that is important to you

2.

An account record is synonymous to a (a)   record in eRecruit?

3.

A case record is synonymous to a (a)   record in eRecruit

4.

Which of the following does NOT live on the person account

a)

Birthdate

b)

Learning program

c)

SSN

d)

Address

5.

An individual application is synonymous to the ______ record in eRecruit

a)

application

b)

opportunity

c)

case

d)

person

6.

Which of the following are objects in Salesforce? Select all that apply

a)

Accounts

b)

Individual Applications

c)

Cases

d)

Reports

7.

(a)   control which records appear in a list view

8.

Filter components include:

Select all that apply

a)

Program

b)

Field

c)

Operator

d)

Value(s)

9.

Equals is an example of a

a)

operator

b)

field

c)

value

d)

equation

10.

Admit Type is an example of a

a)

Value

b)

Dual Enrollment

c)

Field

d)

Operator

11.

Dual Enrollment is an example of a

a)

Operator

b)

Value

c)

Field

d)

Resource

12.

Which of the following are example of Fields?

Select all that apply

a)

Age

b)

Admit Type

c)

Created Date

d)

Dual Enrollment

13.

Which of the following are examples of perators?

Select all that apply

a)

equals

b)

Last 30 days

c)

less than

d)

greater than or equal to

14.

Which of the following are examples of values?

Select all that apply?

a)

17

b)

Last 30 days

c)

Dual Enrollment

d)

Admit Type

15.

Why would a field be non-editable?

a)

It is calculated by a formula

b)

Zion locked it

c)

You are viewing the field in the wrong place

d)

You do not have adequate permissions

16.

A student can have two person accounts with the same email

a)

True

b)

False

17.

Students can NOT change their own passwords

a)

True

b)

False

18.

Only admitted students can take the Accuplacer

a)

True

b)

False

19.

A case can only have one owner

a)

True

b)

False

20.

You are able to log into a student's application portal without a password

a)

True

b)

False

21.

Make the following Filter work:

Admit Type - equals - ___________

a)

Admissions

b)

First Time Freshman

c)

Dual Enrollment

d)

Learning Program

22.

Make the following Filter work. Select All that Apply

________ - begins with - B

a)

First Name

b)

Last Name

c)

Birthdate

d)

Admit Type

23.

Make the following filter work. Select all that apply

Learning Programs - equals - __________

a)

Nursing

b)

Accounting

c)

Transient

d)

Phlebotomy

24.

Make this Filter work. Select all that apply

Admit Types - ________ - Dual Enrollment

a)

equals

b)

is greater than or equal to

c)

contains

d)

begins with

25.

Salesforce is an example of a

a)

Application

b)

Student Portal

c)

KPI

d)

CRM