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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Select all of the pricing options that Zoho offers
How does The Workflow Academy rate different Zoho apps?
Some businesses by nature are better suited to run on Zoho than others. However, everyone considering Zoho must do which of the following?
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)
View Answers:
Why does Zoho price their products so low? (select all that apply)
Which of the following most closely resembles an initial system outline?
Map the following terms to their definitions:
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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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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)?
When mapping out a sales pipeline, which of the following questions would generally NOT be answered in a flowchart?
Should you ever use more than the ‘Standard’ layout in a module?
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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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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Match the terms to their definitions.
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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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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:
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 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
In what order does (should) a software migration happen?
View Answers:
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)
What is one reason we tie in workflow rules with blueprints?
Where do the names of transitions appear on the front/user end?
How does a record exit a blueprint?
Match the following blueprint terms to their definitions
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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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Of the following, select any applications or modules where blueprints can be used. (select all that apply)
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?
Which of the following are ways to create tickets in Zoho Desk? (select all that apply)
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!
Where can you manage the Desk—CRM integration?
Whether in Desk, CRM, or elsewhere, what is the primary purpose of a blueprint?
Identify whether the following situations warrant an ‘Add Records’, ‘Update Records’, or ‘Both’ type of record import
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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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Which of the following best explains the difference between Profiles and Roles in CRM user permissions?
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?
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?
Which of the following scenarios are possible in Zoho Forms without any custom Deluge coding?
What does Zoho Forms have that Survey does not?
What is the best way to test out your Zoho Desk setup for usability?
What are some advantages that Zoho Analytics gives you that out-of-the-box reporting from other Zoho apps doesn’t provide?
With which of the following data sources can you set up a recurring sync to Zoho Analytics without any custom development?
Which of the following is a feature of Zoho Analytics dashboards NOT found in the CRM Analytics module?
Which of the following scenarios are possible with Zoho Survey without any custom Deluge coding?
Match the reporting advantages to the Zoho application
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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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Match the following Forms setups to their use cases
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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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Which of the following are possible in CRM Workflow Rules (with no custom coding)?
What’s the secret key to using CRM merge fields in email templates?
