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WorksheetsSalesforce 101 Assessment
Total questions: 25
Worksheet time: 17mins
The (a) icon allows you to quickly and easily navigate back to a record that is important to you
An account record is synonymous to a (a) record in eRecruit?
A case record is synonymous to a (a) record in eRecruit
Which of the following does NOT live on the person account
Birthdate
Learning program
SSN
Address
An individual application is synonymous to the ______ record in eRecruit
application
opportunity
case
person
Which of the following are objects in Salesforce? Select all that apply
Accounts
Individual Applications
Cases
Reports
(a) control which records appear in a list view
Filter components include:
Select all that apply
Program
Field
Operator
Value(s)
Equals is an example of a
operator
field
value
equation
Admit Type is an example of a
Value
Dual Enrollment
Field
Operator
Dual Enrollment is an example of a
Operator
Value
Field
Resource
Which of the following are example of Fields?
Select all that apply
Age
Admit Type
Created Date
Dual Enrollment
Which of the following are examples of perators?
Select all that apply
equals
Last 30 days
less than
greater than or equal to
Which of the following are examples of values?
Select all that apply?
17
Last 30 days
Dual Enrollment
Admit Type
Why would a field be non-editable?
It is calculated by a formula
Zion locked it
You are viewing the field in the wrong place
You do not have adequate permissions
A student can have two person accounts with the same email
True
False
Students can NOT change their own passwords
True
False
Only admitted students can take the Accuplacer
True
False
A case can only have one owner
True
False
You are able to log into a student's application portal without a password
True
False
Make the following Filter work:
Admit Type - equals - ___________
Admissions
First Time Freshman
Dual Enrollment
Learning Program
Make the following Filter work. Select All that Apply
________ - begins with - B
First Name
Last Name
Birthdate
Admit Type
Make the following filter work. Select all that apply
Learning Programs - equals - __________
Nursing
Accounting
Transient
Phlebotomy
Make this Filter work. Select all that apply
Admit Types - ________ - Dual Enrollment
equals
is greater than or equal to
contains
begins with
Salesforce is an example of a
Application
Student Portal
KPI
CRM
