Zoho Integrator & Developer (Beginner) Assessment

API Connections add an extra layer of security by essentially setting a password for only specific, authorized actions. With which apps can you create API Connections (select all that apply)

What is a Deluge integration task?

Why might you use a Deluge integration task instead of an API call?

Why might you use an API call instead of an integration task?

There’s not actually a place to trigger functions within Analytics, but what are some uses of accessing the Zoho Analytics API via Deluge? (select all that apply)

The “API Names” section of the Zoho CRM settings does not actually contain all of the APIs for all modules. For example, the Users module is missing and some of the required parameters for the Tasks module (like the “$se_module” parameter). What is the best alternative method to find those API names?

What are some benefits that COQL queries give you that a normal searchRecords or getRecords function does not? (select all that apply)

What is the difference between using COQL in Zoho Books vs. the CRM?

What are some uses of info statements? (select all that apply)

How do you view what info statements return in Zoho Creator?

Match the following terms to their definitions

How do you define an argument for scheduled functions?

API connections for individual applications do not contain all scopes you’ll ever need. Where would you look for the scopes not included in app connections, like COQL.read?

What are the 4 most common elements of an invokeURL that you will use? (select all 4)

What 3 elements of an invokeURL are always required? (select all 3)

Match the API call type to its resultant action

Match the API scope type to the definition of the permission is provides

Why do we look at API documentation? (select all that apply)

Run a quick browser search for the right API documentation to create a Package record in Zoho Inventory. What parameters are required? (select all that apply and REMEMBER TO SEARCH IN A DIFFERENT TAB)

Run a quick browser search for the right API documentation to list Tickets in Zoho Desk. What scope is required? (and REMEMBER TO SEARCH IN A DIFFERENT TAB)

Run a quick browser search for the right API documentation to Bulk Import data to an Existing Zoho Analytics Table (make sure you’re looking at v2 of the Analytics API). What parameters are required? (select all that apply and REMEMBER TO SEARCH IN A DIFFERENT TAB)

According to Zoho Analytics API documentation, when importing/exporting data, which 3 parameters are needed for every API call to help identify where you’re running the function? (select 3)

What is unique about updating lookup fields in Zoho, whether in CRM, Books, Desk, etc.?

In our courses, every Flow (in Zoho Flow) starts with a specified trigger. However, there are two other ways to begin a flow. What are they? (select 2)

What does the searchRecords function return?

What does the getRecordById function return?

How can we test a Zoho Creator submission script and view the ‘Log Details’?

Which of the following is the correct syntax for deleting a lead record in Zoho CRM?

Open up Zoho Flow (or browser search for it, but REMEMBER TO SEARCH IN A DIFFERENT TAB) and select all of the triggers listed below that can be selected for Zoho Inventory. (select all that apply)

You need to, when a Zoho Sign contract is signed and completed, create an invoice for the total amount agreed upon in Zoho Books. What’s the best way to accomplish this?

What capabilities does Zoho Creator offer that Forms does not? (select all that apply)

What is unique about updating CRM subforms via Deluge?

Match the workflow trigger to its intended purpose in a Zoho Creator form

Which COQL SELECT syntax correctly grabs all Contacts created in the last 6 months and who are attached to an Account of type ‘Customer’? (assume the variable ‘sixMonthsAgo’ has been set using this code: sixMonthsAgo = zoho.currentdate.subDay(182).toString(“yyyy-MM-dd”);

What should you do before writing a single line of code?

What is the primary advantage that Zapier has over Zoho Flow?

When should you choose to use Zapier instead of Zoho Flow?

According to the following scenario, choose whether you would use a scheduled function, a custom function triggered via workflow rule, or a simple formula field to do the job:

When your Deal reaches a certain stage, you need to send a pre-merged Zoho Sign template to the main contact related to the Deal.

According to the following scenario, choose whether you would use a scheduled function, a custom function triggered via workflow rule, or a simple formula field to do the job:

When someone creates a Call/Meeting record for an Account, you would like to update an Account record with the “Last Call Date” or “Last Meeting Date”.

According to the following scenario, choose whether you would use a scheduled function, a custom function triggered via workflow rule, or a simple formula field to do the job:

You would like a field on the Accounts module, “Days Since Last Contact”, to be kept up to date. This is defined as the number of days since there was last a Call or Meeting for that Account.

According to the following scenario, choose whether you would use a scheduled function, a custom function triggered via workflow rule, or a simple formula field to do the job:

On the Deals module, you have the normal ‘Amount’ field that the client will pay but have also added a ‘Subcontractor Fee’ field for deals that you outsource. You want to keep a custom ‘Revenue’ field up to date, which is the Client Amount – Subcontractor Fee.