Salesforce Test

Salesforce tests are designed to assess a candidate's level of proficiency using the Salesforce platform.

  • What is a Salesforce test?

    A Salesforce test assesses a candidate’s working knowledge using the Salesforce CRM platform.

    The test can be incorporated into any stage of the recruiting process, to check whether candidates have the required level of capability for the day-to-day use of Salesforce.

    Salesforce is an integrated CRM tool that many different departments within an organisation can use. The CRM platform has various applications, according to each department’s function.

    To perform well on the Salesforce test, candidates need to demonstrate a certain level of competence when using Salesforce as relevant to the role.

    A high score on the Salesforce test indicates the candidate has the core knowledge of the Salesforce platform to easily understand and adapt to your current set-ups and processes.

About the Salesforce Test

Salesforce is a top-rated customer relationship management (CRM) tool used by over 150,000 companies globally. As the Salesforce CRM is integral to the running of many organisations, candidates who have a working knowledge of the CRM platform are valuable to these organisations.

The Salesforce test asks candidates questions that challenge their practical understanding of how organisations and customers commonly use Salesforce.

Answers are presented as multiple-choice, with the candidate selecting the solution they believe to be correct.

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  • Why should you use a Salesforce test for recruiting?

    The Salesforce CRM platform is the world’s number one CRM platform used by both large and small organisations.

    The platform ensures that all departments within an organisation are joined up and aware of their customers, no matter where they are on their customer journey.

    Many teams within an organisation use the Salesforce CRM platform. Assessing a candidate’s competence when using Salesforce as relevant to the role being recruited is an essential part of the recruitment process.

    Understanding a candidate’s proficiency when using the Salesforce CRM platform ensures you recruit suitable candidates and ultimately reduce further training and recruitment costs further down the line.

    There are many parts to a hiring process, including a resume and interview. It is difficult to assess a candidate’s working use of the software through a resume review or interview alone. Understanding a candidate’s ability when it comes to the use of software such as Salesforce is essential, especially when it is integral to the daily workings of the organisation.

    The Salesforce test enables employers to objectively assess a candidate’s general understanding of the day-to-day use of Salesforce when it is relevant to a specific role.

    By asking questions based on the features, tools, and practical applications of Salesforce, the test helps you shortlist candidates who can effectively use the CRM as part of your sales, marketing, or customer service process.

    A Salesforce test is a good assessment tool to use for roles in:

Sample Salesforce Test question

When you convert a lead, what object is NOT automatically created?

  • Contact

  • Account

  • Lead

  • Opportunity

Picked Sample Report

View a sample report

Results for the Salesforce Test along with other assessments the candidate takes will be compiled to produce a candidate report. The report is automatically generated and available both online and as a downloadable pdf so they can be shared with other team members and employees alike.

How our test assesses Salesforce skills

In Picked's Salesforce test, candidates will need to answer a range of questions targeting an intermediate level of proficiency, from demonstrating knowledge across various Salesforce features and functions to troubleshooting questions.

The test is designed to indicate how well a candidate understands Salesforce based on a final test score, which can then be compared to the scores of other applicants.

The multiple-choice questions consist of one correct answer and two to four distractors. The distractors are generic mistakes or misconceptions, which makes the test challenging and helps measure a candidate's proficiency more accurately.

During the development process, the test was rigorously analysed to maximise reliability and validity in line with industry best practices. It was created and tested by experienced marketers and psychometric experts, and field-tested with a representative sample of job applicants who have varying Salesforce experience, just like you might find in a talent pool.

Each test is reviewed by a panel of individuals representing diverse backgrounds to check for any sensitivity, fairness, face validity and accessibility issues. This ensures each candidate has a fair chance of demonstrating their true level of Salesforce proficiency.

Our software tests are monitored to ensure they are up-to-date and optimised for performance.

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    Fully accredited

    All our Salesforce tests are written by accredited psychologists and fully validated.

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    For all levels

    We offer Salesforce tests for all levels so you can assess all roles within your organisation.

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    Candidate comparison

    Simple, easy-to-use candidate comparison reports mean you don’t need to be a psychologist to interpret them.

“We used Picked as part of our Finance Graduate Scheme recruitment and it was just what we needed – really simple to send candidates the link to complete and clear to see how the all compared. And great value for money!”
Christina, HR Director, Cancer Research, UK
Christina, HR Director, Cancer Research, UK
Salesforce Test expert

Written by a Salesforce Test expert

Divs Chauhan is a certified Salesforce system and application architect, who has been working in the Salesforce domain for the past 8 years. Having over 15 Salesforce certifications, and around 250 successful Salesforce implementations under her belt, Divs has plenty of experience within the Salesforce platform.

“Personality profiling allowed us to perform lookalike modelling of our most successful employees and use this as a blueprint for new hires.”
Nick, HR Operations, Airbus, Spain
Nick, HR Operations, Airbus, Spain

FAQs

When in the application process is it best to use a Salesforce test?

Understanding a candidate’s proficiency level is useful information, so it is a good idea to use the Salesforce test early on in the recruitment process. This allows you to assess which candidates have the skills you require before you begin interviewing, saving you time and money.

What is considered proficient in Salesforce?

The proficiency of a candidate varies according to the level of the role. A candidate's proficiency indication is detailed on the overall results report, along with the appropriate levels. When considering a candidate's proficiency in using Salesforce, it is important to consider the role level and how much training is available.

Can I try the test for free?

Yes, simply sign up (no credit card is required) and we’ll give you unlimited access for 7 days. Create as many jobs and test as many candidates as you want; you won’t be charged a penny.

What is the fee for Picked’s Salesforce test?

Picked offers monthly or annual subscriptions for businesses of all sizes, so choose the one that best fits your needs. You can also contact us to discuss the possibility of a custom plan suited to your specific requirements. You can check out our subscription plans here.

“Focusing on data reduced the subjective decision making from our hiring process and allowed us to reduce bias and make better hiring decisions.”
Izzie, Head of HR, iZettle, Sweden
Izzie, Head of HR, iZettle, Sweden

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