Zoho One Admin (Beginner) Assessment

Alright, if you’re here, you must be ready to be certified! Now, this covers everything taught in the learning track. Haven’t take our intro to Desk or Deluge courses? Thought you could skip out on something? You may want to look at those before trying this.

YOU ONLY GET 3 TRIES

90 – MINUTE TIME LIMIT

NO SAVING TO RETURN LATER

But, you can use our courses, your own Zoho system, and the Internet to answer anything! This is more a test of “do you know where to find it?” as not as much a “do you have this memorized?” type of assessment.

After submission, you’ll be able to see which questions you missed, but not the right answers. So, you’ll have 2 chances to review what you missed and try again.

Don’t just jump into this! A score of 80% + earns you the certificate. But, it is fairly challenging—we want this to mean something. “Oh, you’re WFA certified? You must know something about Zoho.” Yeah, you do!

All that said, you’ve been warned. Good luck!

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Question 1 of 40

1. Question

Select all of the pricing options that Zoho offers

Zoho One all-employee pricing (heavily discounted)
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Different application packages (like CRM Plus or Finance Plus)
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Zoho One on a per-user basis (more expensive per license than all-employee plan)
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A la carte apps and licenses
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Question 2 of 40

2. Question

How does The Workflow Academy rate different Zoho apps?

All A's except for Zoho Meeting
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They are all sub-par, C's and D's (hence, the low pricing) and don't compete well with other softwares
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Zoho has a few world-class apps like the CRM and Analytics and some other products still need a lot of work
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Question 3 of 40

3. Question

Some businesses by nature are better suited to run on Zoho than others. However, everyone considering Zoho must do which of the following?

Pay exorbitant sums to Zoho consultancies for implementation
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Commit to an all-or-nothing approach, replacing all existing tools and operations with Zoho apps
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Create a wish list of what they want to accomplish and "do their homework", investing significant time into planning
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Question 4 of 40

4. Question

List the following Zoho apps in order from best grade to worst grade. (consider looking at our Zoho One Guide if you haven’t already)

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answer is Correct is the Correct Answer answer is Incorrect

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Question 5 of 40

5. Question

Why does Zoho price their products so low? (select all that apply)

Zoho doesn't have large, expensive buildings in costly cities in America
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Zoho spends very little on marketing
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The software really isn't worth much—nobody is willing to pay anything for it
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Zoho, the company, is still privately owned—it doesn't have to answer to shareholders
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Zoho develops its own products instead of acquiring others
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Zoho doesn't know how to compete on pricing and is running large deficits
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Question 6 of 40

6. Question

Which of the following most closely resembles an initial system outline?

A plan for how you'll implement Zoho, complete with a flowchart
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A timeline of when you need to implement your initial Zoho system
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A list of things you'd like to set up and automate in a Zoho build-out
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Question 7 of 40

7. Question

Map the following terms to their definitions:

Sort elements

Flowchart
Initial System Outline
Statement of Work
Software Migration

A visual representation of a business process (in this context, within Zoho)

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A list of things you'd like to set up and automate in a Zoho build-out

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A step-by-step plan, in 'Zoho Speak', for how you will build your ideal system in Zoho

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The act of moving operations from one software system to another

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Question 8 of 40

8. Question

Which of the following is NOT a benefit of building your Zoho system on your own (i.e. You build it yourself instead of hiring a Zoho consultant)?

No one knows your organization like you do
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Faster implementation time
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Potential cost savings (if you have the right talent)
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Question 9 of 40

9. Question

When mapping out a sales pipeline, which of the following questions would generally NOT be answered in a flowchart?

How do Leads come in?
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What would the line-by-line Deluge code look like for your various functions?
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What does your sales follow-up process look like? Is a Lead converted to a Contact after a purchase, signed contract, a subscription, or something else?
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Question 10 of 40

10. Question

Should you ever use more than the ‘Standard’ layout in a module?

Yes
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Maybe. But, I'll consult an expert before trying to do so
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Question 11 of 40

11. Question

After reading the scenario, match the fields to their data types.

You created a custom module called ‘Commissions.’ In order to make sure that each Commission record contains complete information, several fields will need to be added to this module.

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Lookup
User
Currency
Checkbox

To tie each Commission record to a Deal or Sale, you will need a ______ field.

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The field indicating which of your employees (Zoho users in your organization) receives the commission should be a ______ field.

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The field that holds the commission amount is a ______ field.

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The field indicating whether the commission has been paid or not should be a ______

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Question 12 of 40

12. Question

Match the terms to their definitions.

Sort elements

Lookup field
User field
Related List

A field that establishes a connection between modules

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A field identifying someone in your Zoho organization

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Comprised of the records that are connected, that "look up to" the record you're viewing

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Question 13 of 40

13. Question
Fergie’s Car Shop tracks its vehicles in a ‘Vehicles’ module and any associated vehicle repairs in the Deals module. Each Vehicle has an owner, whose record is in the Contacts module. Every Deal is related to a Vehicle, which might be serviced multiple times over the course of its life. Fill in the blanks with the following options in the word bank:
- Vehicle
- Repairs
- Vehicles Owned
- Main Driver
If this sounds confusing, take a piece of paper and pen and map it out! Think about the relationships between the modules and what they should be called.
The lookup field present in the Vehicles module should be named BLANK 1 of 4 and the corresponding related list in the Contacts module should be BLANK 2 of 4

The lookup field present in the Deals module, referring to the car being fixed, should be named BLANK 3 of 4 and the corresponding related list in the Vehicles module is BLANK 4 of 4

The lookup field present in the Vehicles module should be named and the corresponding related list in the Contacts module should be

The lookup field present in the Deals module, referring to the car being fixed, should be named and the corresponding related list in the Vehicles module is
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Question 14 of 40

14. Question

In what order does (should) a software migration happen?

answer is Correct is the Correct Answer answer is Incorrect

answer is Correct is the Correct Answer answer is Incorrect

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Question 15 of 40

15. Question

There are many reasons why it is a good practice to always add a message to every transition in a blueprint. Which of the following is NOT one of those reasons? (Go view our Blueprints course if this question confuses you)

It notifies the user what is happening in a process, and what will happen to a record after the transition is complete
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It gives users a chance to verify that they want to follow through with a transition instead of executing right when they hit the button
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Users can respond to the message if they don't understand it
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Question 16 of 40

16. Question

What is one reason we tie in workflow rules with blueprints?

You can't automate email notifications in a blueprint transition
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You can't automate field updates in a blueprint transition
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You can't schedule future actions in a blueprint transition
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Question 17 of 40

17. Question

Where do the names of transitions appear on the front/user end?

On a button dropdown list in the top right of the record
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On the blue blueprint buttons
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In the record's related list
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Question 18 of 40

18. Question

How does a record exit a blueprint?

By clicking the 'Exit Blueprint' button on the record page
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It's one of the mass-update options on the list view page
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When the blueprint field reaches a value from which no other transitions are mapped
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If no transition is used for 30 days
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Question 19 of 40

19. Question

Match the following blueprint terms to their definitions

Sort elements

Transition
State
Common Transition
Entry Criteria

The step between states where input happens

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The value of the picklist field on which the blueprint runs

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A transition accessible from multiple states

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Conditions which have to be met before a record can be run through the blueprint

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Question 20 of 40

20. Question

Of the following, select any applications or modules where blueprints can be used. (select all that apply)

Leads module
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Deals module
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Custom CRM modules
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Zoho Analytics
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Zoho Desk
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Zoho Forms
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Question 21 of 40

21. Question

If your map parameter is dealMap and your Deal ID variable is deal_ID, which of the following lines of code will successfully update your Deal?

update = zoho.crm.createRecord("Deals",dealMap);
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runUpdate = zoho.crm.updateRecord("Deals", deal_ID, dealMap);
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update = zoho.crm.updateRecord(Deals, deal_ID, "dealMap");
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runUpdate = zoho.crm.updateRecord(Deals, deal_ID, "dealMap");
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update = zoho.crm.updateRecord(dealMap, "Deals", deal_ID);
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Question 22 of 40

22. Question

Which of the following are ways to create tickets in Zoho Desk? (select all that apply)

Through a designated support email
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A Zoho Desk webform on your site
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Zoho Forms integration with Desk
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Live chat on your site using the Desk chat bot
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Question 23 of 40

23. Question

Which of the following features are available in both Desk and CRM? (select all that apply)

And if you’re not sure, remember, you can go check the settings of the apps themselves!

Create custom fields in modules
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Create custom modules
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Create blueprints for process management
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Assignment rules
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Workflow rules (custom functions, field updates)
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Sync data to Zoho Analytics
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Built-in time tracking
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Module custom views
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Question 24 of 40

24. Question

Where can you manage the Desk—CRM integration?

Zoho Desk Settings
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Zoho CRM Settings
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Both
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Question 25 of 40

25. Question

Whether in Desk, CRM, or elsewhere, what is the primary purpose of a blueprint?

Bother your salespeople to do work
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Standardize processes and nudge users in the right direction
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Make use of the software you're paying for
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Question 26 of 40

26. Question

Identify whether the following situations warrant an ‘Add Records’, ‘Update Records’, or ‘Both’ type of record import

Sort elements

Add Records
Both
Update Records

You are migrating from Hubspot to Zoho and want to import your Hubspot Contact records into the CRM Contacts module

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You are a medical sales company and acquired a list of doctors from a new source, complete with phone number, email, etc. You want to add these to your Contacts module, but don't want to create any duplicates if some happen to be in your CRM already

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You're adding 2 picklists to your Accounts module: one for Status (Potential or Customer) and one for Client Size (if they are Customer, Small, Medium, or Large). You export records from your Deals and Accounts modules, run some fancy formulas to fill in the values for those new fields, and now need them in Zoho.

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Question 27 of 40

27. Question

Which of the following best explains the difference between Profiles and Roles in CRM user permissions?

Roles define permission to view and share data while Profiles define permissions to perform different system actions.
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Roles go well with mashed potatoes and Profiles I curate on LinkedIn
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Roles are more for show, like a title, while Profiles determine what a user can/cannot see in the CRM
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Question 28 of 40

28. Question

When importing new records to the CRM, what is the one field that will always be required, without which the record won’t be created?

Email
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Record Name
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Exchange Rate
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Created Time
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Question 29 of 40

29. Question

Affluence Financial has a problem—it has too many types of Contacts that all require the collection of different data (Clients, Referrers, Contracted Planners, etc.) They need a way to distinguish between the various Contact types and only show fields relevant to that Contact type on the record view page. What is the best solution?

Create a custom module for the types of Contacts that aren't Clients, i.e. a Referrers and Contracted Planners modules, with all the required custom fields
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Create different layouts with the Contacts module for each type of Contact (layouts for Clients, Referrers, Contracted Planners, etc.)
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Create a Contact Type field with the requisite options (Referrer, Client, etc.) and use layout rules to only show the fields and sections that correspond to that type of contact
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Question 30 of 40

30. Question

Which of the following scenarios are possible in Zoho Forms without any custom Deluge coding?

Host a public Form on your website and add/update records in the CRM Contacts module
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Host a Form that creates both a CRM Deal record and a Zoho Project (in Projects) at the same time
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Send a Forms link out to CRM Contacts with data pre-populated that both updates the Contact record and adds a related record
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Question 31 of 40

31. Question

What does Zoho Forms have that Survey does not?

The ability to update a record and add a related record at the same time
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The ability to pre-populate information
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Conditional field layout rules
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Conditional page skip rules
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Customizable themes
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A greater selection of possible integrations
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Question 32 of 40

32. Question

What is the best way to test out your Zoho Desk setup for usability?

Add your new-to-Zoho employees as users and have them test things out and give recommendations
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Add another license to which you have access, give it varying levels of permissions and assignments, then run test tickets through to see how all automations, assignments, and processes work. Model both the user and client experience
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Question 33 of 40

33. Question

What are some advantages that Zoho Analytics gives you that out-of-the-box reporting from other Zoho apps doesn’t provide?

Consolidate data from multiple sources in one space (i.e. Books, CRM, Desk, etc.)
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Control over who sees what
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Sync data from 3rd party apps
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It comes with some default reports
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Instantaneous data sync to your reports
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Greater report versatility and customization
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Question 34 of 40

34. Question

With which of the following data sources can you set up a recurring sync to Zoho Analytics without any custom development?

Zoho Books
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Salesforce
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A spreadsheet on your desktop
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A spreadsheet in your Google Drive
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McDonald's order database (billions and billions served)
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Quickbooks
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Zoho Desk
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Shopify
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Question 35 of 40

35. Question

Which of the following is a feature of Zoho Analytics dashboards NOT found in the CRM Analytics module?

KPI-type widgets
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Rearrange the order and size of dashboard elements
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Add in text or images
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Question 36 of 40

36. Question

Which of the following scenarios are possible with Zoho Survey without any custom Deluge coding?

Send a Survey link out to CRM contacts with data pre-populated and upon survey submission add a record to a custom module
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Host a public Survey on your website and add or update records in the CRM Contacts module
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Send a Survey link out to CRM contacts with data pre-populated and update the Contacts module and add a related record
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Question 37 of 40

37. Question

Match the reporting advantages to the Zoho application

Sort elements

Zoho CRM reporting
Zoho Analytics
Both Applications

Up-to-the-minute-data

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Exceptional flexibility and versatility

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A number of default reports and dashboards

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Question 38 of 40

38. Question

Match the following Forms setups to their use cases

Sort elements

Update the Contact record only
Add a related record to the existing Contact
Create a Zoho Desk ticket
Create a new Lead record

A Form sent out to existing clients to keep contact/address info up to date

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A Form sent to a Contact to fill out a service review or a work order (i.e. something we don't want to overwrite every time)

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A public form on your website for warranty or support requests

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A public 'Contact Us' form on your website

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Question 39 of 40

39. Question

Which of the following are possible in CRM Workflow Rules (with no custom coding)?

Send an internal notification to a record owner
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Schedule tasks to be created on a later date
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Create and send a Zoho Books Invoice to a client
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Put a client on a timed email drip
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Run a field update
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Create a record
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Run Lead conversion
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Delete a record
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Question 40 of 40

40. Question

What’s the secret key to using CRM merge fields in email templates?

&
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$
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#
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@
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%
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Zoho One Admin (Beginner) Assessment

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