CRM Skills for Salesforce

element-grad-cap   ABILITIES EVALUATED

  • Ability to demonstrate an understanding of standard Salesforce objects and fields and their impacts
  • Ability to perform the correct business actions in Salesforce when prompted by data and/or scenarios

element-grad-cap   QUESTION FORMAT

  • Multiple Choice

element-grad-cap   LANGUAGE

  • English

element-grad-cap   DIFFICULTY

  • Easy


Hiring a candidate who can comprehensively utilize the Salesforce platform is essential to ensuring the thoroughness, accuracy, and consistency of client information, including contact details and communication history. Creating in-depth reports and consolidating information are key to delivering excellent customer service. If your employees utilize Salesforce for day-to-day activities, hiring pre-screened candidates with demonstrated skills on the platform will help you reduce training time and increase time spent on customer engagement.

The Salesforce aptitude test is designed to help you identify candidates with a clear proficiency on the platform so that you can filter out applicants with only elementary understanding. This screening will help you hire candidates who can most effectively manage and communicate with contacts and perform real-world tasks on Salesforce. You will be able to pinpoint candidates who can best streamline your customer service.

The Salesforce aptitude test helps predict a job candidate’s ability to:

  • Quickly navigate through various action screens in the most efficient way possible.
  • Update contact information to ensure accuracy.
  • Add contacts to a mass email, campaign, or account.

Use this Salesforce aptitude test to help quickly assess the proficiency of entry-level or experienced candidates, including customer service, retail, and sales associates or any other positions that utilize the Salesforce platform for day-to-day tasks.


Sample Question 1

What does the highlighted symbol in the Recent Items below indicate about this role?

A: He’s a colleague
B: He’s a lead
C: He’s an existing client
D: He’s your manager
E: He’s an administrator

Sample Question 2

Which option creates a copy of a record with a new record ID?


  • Account Executive
  • Business Analyst
  • Sales Assistant
  • Sales Planner


The Salesforce Skills module content was developed by the Indeed Assessment Science Team, with expertise in Industrial/Organizational Psychology, Instructional Design, Education, and Graphic Design. In addition, team members worked in collaboration with subject matter experts (SMEs). Indeed’s SMEs are required to demonstrate experience performing at a high level, supervisory experience, or responsibility for defining requirements for those jobs that require Salesforce skills.