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Salesforce CRM test for hiring

See how candidates handle Salesforce records, opportunities and pipeline reports in a short hiring assessment.

10 دقيقة
18 سؤالًا
Intermediate
Multiple choice
Questions in الإنجليزية
Phone and desktop

Use this test free See the question formats

الإجابة المختصرة

The Salesforce CRM test is a 10-minute check of day-to-day Salesforce use in selling work. Its 18 multiple-choice questions cover leads, accounts and contacts, opportunities through pipeline stages, and reports and dashboards. Use it for sales development representatives, account executives, sales managers, and other roles that work in Salesforce.

ما الذي يقيسه

Working knowledge of Salesforce for sales: handling leads, keeping accounts and contacts in order, moving opportunities through a pipeline, and reading reports and dashboards.

Lead management

Covers handling leads in realistic Salesforce records and list views.

Accounts and contacts

Covers keeping customer accounts and contact records in order.

Opportunity management

Covers moving opportunities through the stages of a sales pipeline.

Reports and dashboards

Covers reading reports and dashboards that track a pipeline.

Question formats

Multiple choice

The candidate: Reads a short situation, table or statement and picks the right answer, or every right answer.

You see: Whether the candidate knows the material well enough to apply it, not just recognize it.

18 questions in 10 minutes, served one at a time.

Roles this test fits

Roles that work in Salesforce every day: sales development and business development representatives, account executives, account managers, sales managers, sales operations staff and customer success or support staff who update customer records.

What this test can show

Applied product knowledge
A resume may describe Salesforce experience; this test asks candidates what to do with realistic records, list views and report results.
Coverage across sales work
Review evidence across lead handling, customer records, opportunity stages, and pipeline reporting in one assessment.
A focused hiring conversation
Use a candidate's responses to shape follow-up questions about the Salesforce tasks they would handle in the role.
A short initial check
The assessment takes 10 minutes. A separate practice set has 4 questions and takes 3 minutes.

What you get for each candidate

Example report (fictional data)Salesforce CRM

68‎%‎Percentile 40. Benchmark: HireValid candidates, n = 1,562

Lead management69‎%‎

Accounts and contacts64‎%‎

Opportunity management75‎%‎

Reports and dashboards62‎%‎

Integrity Scoreثقة عالية

Stayed on the test tab throughout
No pasted answers
Answered at a steady pace

Scores, profiles and integrity signals are evidence for you to review alongside an interview, never an automatic decision.

Use this test free

Test integrity signals

Each candidate receives a different question set from large pools; question order and answer options are shuffled. The browser shows one question at a time, and answer keys stay on HireValid’s servers. The server runs the 10-minute clock. Reloading restores the same question with only the time left, and candidates cannot go back. Question text cannot be copied or selected; a blocked copy attempt appears in the timeline. HireValid can summarize signals such as time away from the test tab, pastes into answers, and answers faster than a question can be read in an Integrity Score and evidence timeline. The employer reviews these signals; the Integrity Score never decides on its own. With candidate consent, the employer can add webcam photos at random moments.

كيف نمنع الغش باستخدام الذكاء الاصطناعي · Integrity signals

Use the score as evidence

Review the score alongside a work sample and a structured interview, never as the sole basis for a hiring decision. A work sample could ask the candidate to work through a lead record or explain a pipeline report result. Use the test evidence to focus your follow-up, then compare it with the work sample and interview. See our Pre-employment testing guide, Sales Development Rep, and Apex (Salesforce) test for related hiring resources.

أسئلة المقابلة المنظّمة

A lead appears in a list view and may belong with an existing account. How would you handle the record and check the customer information?
Listen for a clear approach to lead handling and keeping account and contact records in order.
What would you review before moving an opportunity to its next pipeline stage?
Listen for reasoning about opportunity progress and the information they would use to decide what to do next.
A dashboard shows a pipeline result you did not expect. How would you investigate it before sharing an update?
Listen for how they interpret reports and dashboards and explain their next steps.

Understand scoring and benchmarks

Fairness and accommodations

Questions describe standard Salesforce features in Lightning Experience as they work without custom setup, and any setting a question depends on is stated in the question. Amounts are plain numbers with no currency symbols, company and person names come from many backgrounds, and the wording avoids idioms and local business customs so the test measures product knowledge rather than reading speed. Scratch paper is allowed for every candidate.

You can give any candidate extra time as an accommodation. Results are evidence for a person to review, never an automatic decision.

Provisional: reliability is reported once 200 candidates have completed it.

اقرأ نهجنا في الإنصاف

Test details

A short, timed check of how well a candidate uses Salesforce in day-to-day selling work. Questions present realistic records, list views and report results and ask what to do next or what the system will do, covering leads, accounts and contacts, opportunities through their stages, and the reports and dashboards that track a pipeline.

Questions are in English.
Aids allowed: Scratch paper.
Each question is answered once, in order, with no going back.
4 practice questions, 3 minutes, before the timed test.

Salesforce is a trademark of its owner. HireValid is not affiliated with or endorsed by it.

الأسئلة الشائعة

What does the Salesforce CRM test measure?+

It checks working knowledge of Salesforce for sales: handling leads, keeping accounts and contacts in order, moving opportunities through pipeline stages, and reading reports and dashboards. Questions use realistic records, list views and report results.

How long is the Salesforce CRM test?+

The assessment has 18 multiple-choice questions and takes 10 minutes. Candidates cannot go back to earlier questions. Scratch paper is allowed, and the separate practice set has 4 questions for 3 minutes.

Who should use the Salesforce CRM test?+

It is intended for intermediate roles that use Salesforce every day, including sales development and business development representatives, account executives, account managers, sales managers, sales operations staff, and customer success or support staff who update customer records.

Does the Salesforce CRM test assume a custom Salesforce setup?+

No. Questions describe standard Salesforce features in Lightning Experience as they work without custom setup, and any setting a question depends on is stated in the question. Amounts are plain numbers with no currency symbols, and the wording avoids idioms and local business customs.