Im interviewing candidates for a new sales assistant role. Part of the job is inputting data in Salesforce. I don’t use it though. What are some good questions about Salesforce I can ask? What should I be looking to hear?

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Without being overly technically specific, I would ask for situations of what they used it for and listen to them understanding how and what it's used for. Asking about how they ensure correct information, maybe anything else they have done in the program or something similar. It’s clear you want some familiarity with it but willingness to learn trumps an expert that won’t be bothered to.

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Thanks!

Stay general because every instance of SF is different. Start with asking what CRM’s they’ve used. Then if it’s SF ask about their comfortability with creating reports in SF. Ask about tracking their pipeline against their goals, on a weekly, monthly, quarterly and annual basis. And ask how often they’ve used SF in the past.

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Thanks so much!

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