Assessment Library
/
Salesforce V2

Salesforce V2

Assesses proficiency in Salesforce usage and strategic sales practices, ensuring candidates can leverage the Salesforce platform effectively.

Preview assessment
Type
Hard skills
Time
10 min
Level
Basic
Languages
English

Salesforce proficiency test: Empower your sales team

The Salesforce proficiency assessment is crafted to meticulously evaluate a candidate's adeptness in navigating and maximizing the Salesforce platform for optimal sales performance. This test ensures a significant boost to your sales operations by identifying talents who can strategically manage customer relationships, sales forecasting, and reporting within Salesforce.

Unique features of the Salesforce proficiency assessment

  • Comprehensive Salesforce coverage: Covers a broad spectrum of Salesforce functionalities, from customization and lead management to forecasting and report generation.
  • Strategic sales assessment: Focuses not only on tool proficiency but also on the strategic application of Salesforce for sales success.
  • Practical scenario-based queries: Includes real-world scenarios that candidates might encounter, making the test relevant and engaging.
  • Beneficial for all hiring stages: While especially useful in early recruitment stages, this proficiency test can be applied across various hiring phases to assess sales talent.
  • Enhanced candidate selection: Enables informed and data-driven hiring decisions by providing in-depth analysis and insights.

Topics covered in the Salesforce pre-screening proficiency test

This assessment evaluates candidates on their proficiency in key Salesforce functionalities, including:

  • Salesforce customization: Tests candidates' ability to tailor the Salesforce interface and functionalities to meet specific business needs.
  • Lead management: Assesses how skillfully candidates handle leads within Salesforce, including capturing, tracking, and converting prospects.
  • Forecasting and Opportunity management: Evaluates understanding of sales forecasting and managing opportunities for growth within Salesforce.
  • Key account management: Checks candidates' strategies for managing high-value clients using Salesforce tools.
  • Report creation: Assesses candidates' ability to generate meaningful reports for sales tracking and decision-making.

Best use of the Salesforce proficiency assessment test

This Salesforce proficiency test is specifically designed to evaluate talents in roles that require frequent usage and strategic application of the Salesforce platform, including:

  • Sales managers: For assessing proficiency in utilizing Salesforce to forecast sales, manage teams, and develop strategic sales plans.
  • CRM specialists: Perfect for evaluating the management and customization of customer relationships using Salesforce.
  • Salesforce administrators: Ideal for examining in-depth knowledge of Salesforce customization, reporting, and data management.
  • Sales analysts: Offers insight into candidates’ ability to use Salesforce for sales tracking, reporting, and data analysis.
  • Account executives: For assessing the ability to manage and grow key accounts using Salesforce functionalities.

Meet the subject matter expert behind the test

Jessica Turner
Senior Salesforce Consultant at CRM Solutions Inc.
Credentials:
Bachelor’s Degree in Business Administration
Experience:
  • Administered and customized Salesforce v2 for multiple clients, enhancing CRM functionalities and streamlining sales operations.
  • Configured and managed Salesforce Administration tasks, including user setup, security settings, and workflow automation.
  • Developed and implemented data management strategies to ensure accurate and efficient CRM data handling.
  • Provided training and support to end-users, facilitating a smooth transition and maximizing Salesforce utilization.
  • Collaborated with stakeholders to gather requirements and design Salesforce solutions that align with business objectives.
  • Jessica Turner is a highly skilled Salesforce expert with extensive experience in both Salesforce v2 and Salesforce Administration. Her proficiency in CRM configuration and workflow automation enables organizations to optimize their sales processes and improve customer relationship management. With a strong background in data management and user support, Jessica excels at tailoring Salesforce solutions to meet specific business needs while ensuring seamless user adoption. Bilingual in English and French, she effectively communicates with diverse teams and clients to deliver comprehensive Salesforce solutions.

    Revolutionize your CRM experience—harness the full power of Salesforce with Jessica Turner's expert guidance!

    Tiera Dobbins

    Talent Acquisition Services & Operations Manager

    Sarah Garner

    Director of Recruitment and Outreach

    Prem Kumar

    Talent Acquisition Manager - Recruitment & Employer Branding

    Alex Anderson

    Learning & Development Specialist

    Maximilian Rauschen

    Head of Talent Acquisition

    Matthias Schmeisser

    Global Senior Director, Talent Acquisition & Employer Branding

    Charlie Boyle

    Senior Lead, Talent Acquisition Policy, Operations & Technology

    Janna Karwaski

    Senior Director of Workforce Optimization

    Take the guesswork out of screening

    Start making screening decision rooted in data not gut feel. Use science-backed, AI-powered assessments and get a jumpstart in finding the best talent.

    Easy

    We make cutting-edge people science easily applicable, so everyone can experience its unique power.

    Tailored

    Don't go generic. Create specific assessments using our large test library and custom questions.

    Data

    Wow your hiring team with easy-to-understand reports and use AI to discover unique insights.

    Test Library

    Choose from 400+ tests to assess your candidates. Still, can't find what you are looking for? Let our experts build it for you.

    View library
    Efficiency

    Focus on your best candidates

    Don't waste your time on screening resumes and qualification calls. Let assessments do the heavy lifting and focus on your best candidates right from the start.

    Diversity & Inclusion

    Build Diversity and Inclusion into hiring

    Stop hiring candidates based on their resume. Use science-backed assessments to build diverse, winning teams.

    HiPeople Platform - Diversity, Equity, and Inclusion (DEI)

    Salesforce V2 Test FAQs

    No items found.

    HiPeople Assessments FAQs

    What is HiPeople?

    HiPeople is your ultimate solution for streamlining the hiring process and securing top talent for your organization. Through our AI-powered assessments and reference checks, we ensure fast, unbiased, and efficient hiring decisions. Whether you need an all-in-one platform or specific services tailored to your needs, HiPeople offers a comprehensive solution to hire talents that truly fit the job.

    How to get started with this test?

    Getting started with HiPeople is as easy as 1-2-3! Simply book a demo or sign up for our free Assessment starter-kit, where you can test unlimited candidates and experience the power of our platform firsthand. With access to over 400 tests and the ability to create custom questions, you'll be equipped to identify top talents swiftly and efficiently. Plus, with our user-friendly interface and seamless integration with your existing workflows, you'll be up and running in no time!

    Can I customize the test with my own questions?

    Yes! HiPeople’s assessments are fully customizable. You can pick and choose from 400+ tests in the assessment library to create your assessment. Can’t find what you are looking for? You can add your custom questions as text, multiple choice, or video question. Need inspiration to get started? Use one of the 1,000+ job-specific assessment templates.

    When should I use this assessment?

    You can use HiPeople assessments at various stages of the hiring process. However, they're ideal for initial screening to quickly identify top candidates, saving time and resources.

    Organizations incorporating our assessments early on in their hiring process report significant benefits: 91% less screening time, 62% faster time-to-hire, $801 cost savings per hire, and 21x fewer mis-hires. This efficiency ensures you're making informed decisions from the outset, leading to better hires and streamlined recruitment processes.

    Is this test valid and reliable?

    Aboslutely! HiPeople's assessments are grounded in reliable data, psychological research, and a robust scientific process. Our expert science team ensures that every aspect of our assessments is evidence-based and scientifically rigorous. By leveraging People Science, we optimize recruitment processes, providing businesses with actionable insights about candidates. With modules designed to offer a comprehensive view, you can trust that our assessments provide accurate and meaningful data to inform your hiring decisions.

    Can HiPeople integrate with our ATS?

    Absolutely! HiPeople integrates with 20+ ATS and Slack. If you cannot find your ATS in the list, reach out to us and we’ll work on getting your ATS on the list.

    What modern teams using HiPeople are saying.

    “The turnaround time is great! We aren’t missing a candidate reference. Reference Checks can be a daunting task, but HiPeople makes it really easy.”

    Tiera Dobbins, Talent Acquisition Services and Operations Manager at NFL National Football League
    Tiera Dobbins
    Talent Acquisition Services & Operations Manager

    “HiPeople allows me to get mundane tasks like reference checks out of the way. Our time-to-fill went down 31% in the last year and we made 62% more hires.”

    Sarah Garner, Director of Recruitment and Outreach at Vivvi
    Sarah Garner
    Director of Recruitment and Outreach

    “We use HiPeople Assessments for volume hiring. With the introduction of HiPeople our work has reduced by about 50%”

    Prem Kumar, Talent Acquisition Manager - Recruitment and Employer Branding at DAZN
    Prem Kumar
    Talent Acquisition Manager - Recruitment & Employer Branding

    “Being able to use HiPeople’s AI-enable features allows for a better screening process to make sure that we are getting the right candidates.”

    Alex Anderson, Learning & Development Specialist at Colas Canada
    Alex Anderson
    Learning & Development Specialist

    “With HiPeople we are saving between 250-500 hours of screening time every year. We completely switched to a skill-based candidate assessment in pre-screening.”

    Maximilian Rauschen, Head of Talent Acquisition at Tourlane
    Maximilian Rauschen
    Head of Talent Acquisition

    “We use HiPeople to objectively assess our candidate’s skills and capabilities. The more data we have, the more we can influence our quality-of-hire.”

    Matthias Schmeisser, Global Senior Director, Talent Acquisition and Employer Branding at Emnify
    Matthias Schmeisser
    Global Senior Director, Talent Acquisition & Employer Branding

    “HiPeople has been really helpful for us in automating the reference check process, verifying who the references are, and doing it in a much more fast and efficient way.”

    Charlie Boyle, Senior Lead, Talent Acquisition Policy, Operations & Technology at Celonis
    Charlie Boyle
    Senior Lead, Talent Acquisition Policy, Operations & Technology

    “Our former reference process was really archaic, very sticky. HiPeople has really given us the ability to customize when and how we do reference checks. That is really amazing!”

    Janna Karwaski, Senior Director of Workforce Optimization at IntelyCare
    Janna Karwaski
    Senior Director of Workforce Optimization