Salesforce Practice Quiz Day 2

What information do we need to fully verify a customer?

• Name

• Verbal Passcode

• Last 4 of social

• Adress

What would you do if a customer is only PARTIALLY verified? (Doesn't know verbal passcode)

• Tell them what letter it starts with

• Tell them we are unable to help

• Send them a Certificate of Installation

• Send a passcode confirmation (Create Document)

On which page can you find the verbal passcode?

• Account page

• Service page

• Work order page

• Contact card page

What is the icon and letter that identifies the service page?

• Brief case icon and S-

• Apartment icon and A-

• Red gears and S-12345678

• Person icon and S-

What is the secondary passcode used for?

• Tenants of a landlord, assistants, etc

• Just in case the customer forgets their verbal passcode

• For the contract co-signer

• For non-account holders

What hints (if any) can you give to the customer if they don't know their verbal passcode?

• It starts with "....."

• It rhymes with "....."

• It is a word, number, or a combination of the two

• You're close but you missed a number