Gainsight Admin Certification Test (New 2023/ 2024 Update) Questions and Verified Answers| 100% Correct| Grade A
Gainsight Admin Certification Test (New
2023/ 2024 Update) Questions and Verified
Answers| 100% Correct| Grade A
QUESTION
MDA Powers:
A – Reports
B – Rules Engine
C – CTAs
D – All of the above
Answer:
D – All of the above
QUESTION
Which of the following statements is true?
A – In System Objects, admins can’t add or modify the fields via data management
B – Standard Objects are created by the end-user through Data Management
C – In Standard Objects, admins can’t add additional fields on the object via Data Management
D – All of the above
Answer:
A – In System Objects, admins can’t add or modify the fields via data management
QUESTION
To authorize the MDA:
A – OAuth nees to be set up
B – A Gainsight License is needed
C – A & B
D – Neither A nor B
Answer:
C – A & B
QUESTION
In MDA, if columns = fields, then tabs =
A – Objects
B – Worksheets
C – A & B
D – None of the above
Answer:
A – Objects
QUESTION
Joins in MDA is similar to:
A – VLOOKUP in MS Excel
B – Lookup in Salesforce
C – A & B
D – None of the above
Answer:
C – A & B
QUESTION
Data aggregation is a process:
A – In which information is gathered and expressed in a summary form
B – You use functions such as Count/Count Distinct, Min/Max, Average, and Sum
C – Used for purposes such as statistical analysis
D – All of the above
Answer:
D – All of the above
QUESTION
Pivot Tables:
A – Can automatically sort, count, total, or average the data stored in one table or spreadsheet and
report it in a second table
B – Include aggregation as an implicit feature
C – A & B
D – None of the above
Answer:
C – A & B
QUESTION
If you use Filters, they will be represented as “AND” between Data Spaces and any Rules that
use them?
A – True
B – False
Answer:
A – True
QUESTION
You can create an MDA object:
A – Manually
B – From a CSV file
C. With API
D – A & B
E – All of the above
Answer:
D – A & B
QUESTION
Which of the following statements is true?
A – String, Boolean, and Currency are among the 8 field data types in MDA
B – Number, Boolean, and Currency are among the 9 field data types in MDA
C – SFDC id and email are not among the field data types in MDA
D – All of the above
Answer:
B – Number, Boolean, and Currency are among the 9 field data types in MDA
QUESTION
Which of the following statements is false?
A – During data load, when ngo value exists in source file, default value is loaded
B – Dependencies allow you to see all rules/reports/etc that are using data from the MDA object
C – ‘Delete Data’ will delete all records in the table
D – Calculated fields can be created using Numeric, Currency, and Percentage
Answer:
C – ‘Delete Data’ will delete all records in the table
QUESTION
Data Management home screen lists:
A – System Objects
B – Standard Objects
C – Custom Objects
D – All of the above
Answer:
D – All of the above
QUESTION
If the tables are joinable, then they are stored in:
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What is the Processing Stack of Gainsight used for?
A – Processes data in memory from Salesforce data sources
B – Processes data in memory from Gainsight’s Analytics stacks
C – Processes data in memory from both Salesforce data sources and Gainsight’s Analytics stack
D – None of the above
C – Processes data in memory from both Salesforce data sources and Gainsight’s Analytics stack
What does Gainsight’s Analytics Stack use?
A – Mongo DB
B – Redshift
C – Heroku
D – All of the above
D – All of the above
What are Gainsight’s Key Objects?
A – Customer Info
B – CTA
C – CS Tasks
D – A & C
E – A, B, & C
E – A, B, & C
Which of the following statements are false?
A – Each Customer Info record has a 2:1 Master-Detail relationship to an existing Salesforce account
B – Every customer in Gainisght has a record in the Customer Info Object
C – Gainsight uses the processing stack to process Rules and Copilot programs
D – MDA is fully integrated into GS UI without impacting SFDC storage
A – Each Customer Info record has a 2:1 Master-Detail relationship to an existing Salesforce account
Gainsight objects function similar to Salesforce objects, where you have the ability to:
A – Use a Salesforce data loader to import and export records
B – Add custom fields to Gainsight Objects like you can with other SFDC objects
C – Link to existing Salesforce objects such as Account or Contact
D – All of the above
D – All of the above
Gainsight collects best practices from thought leaders, customers, community, and others and presents these as importable assets through:
A – Gainsight Community
B – Gainsight Vault
C – MDA
D – All of the above
B – Gainsight Vault
With Vault, you can:
A – Import assets across industries, customer segments, and business functions and configure them right away.
B – Save time and reduce errors by downloading ready-to-use Gainsight assets
C – Learn from the best practices of your peers who have shared their experiences and through process on building and managing a customer-centric business
D – Efficiently scale your team with instant access to the best of Customer Success
E – All of the above
E – All of the above
Vault is accessible in many places throughout Gainsight
A – True
B – False
A – True
In Gainsight Go you can find:
A – A link to Gainsight support
B – Gainsight Release notes
C – Product documentation & tutorials
D – A link to Gainsight Community
E – All of the above
E – All of the above
Gainsight Community is:
A – Where you download best practices
B – Used to track open Gainsight Support cases
C – An online forum where Customers can interact with each other and the Gainsight team
D – The best place to get answers to configuration questions.
C – An online forum where Customers can interact with each other and the Gainsight team
Among other things, Gainsight provides:
A – A 360 degree snapshot of customers
B – Proactive alerts when customers are at risk of churn
C – Assessment of risk renewal
D – All of the above
D – All of the above
What are the various sources through which Gainisght offers help?
A – Gainsight Go
B – Community
C – Support tickets
D – All of the above
D – All of the above
An admin’s responsibilities may include:
A – Implementation
B – Maintenance & Support
C – Business Processes
D – A & B
E – A, B, & C
E – A, B, & C
The 3 stages of Gainsight Elements Customer Success Maturity are “Insights & Actions”, “Outcomes”, and “Transformation”.
A – True
B – False
A – True
What are data spaces?
A – Simplifies data for end-users
B – Combines fields and objects into a predefined view that can be used in Rules and Reports
C – Facilitates reporting on multiple related objects
D – A & C
E – A, B, & C
E – A, B, & C
You should build a Data Space when you:
A – Want to report on multiple related Salesforce objects
B – Want to limit fields visible to user
C – Want to provide a custom data view for end users
D – Want a predefined group of objects
C – A & B
D – A, B & D
E – All of the above
D – A, B & D
In Data Spaces you can use:
A – Any object in Salesforce.com or Gainsight objects stored in Salesforce.com
B – Objects related to each other by either a Lookup or Master-Detail field type
C – MDA Data
D – All of the above
E – A & B Only
E – A & B Only
Data Spaces supports up to __ Objects/Levels in a chain.
A – 4
B – 6
C – 8
D – 10
B – 6
Which of the following statements is false?
A – Only Salesforce objects can be used in Data Spaces
B – Data Spaces are not currently included in Vault
C – Out-of-the-Box Data Spaces can be edited
D – MDA objects cannot be used in Data Spaces
E – Data Spaces cannot be created by Users
C – Out-of-the-Box Data Spaces can be edited
Data Management refers to the application/tools we use to create and manage data external to Salesforce.
A – True
B – False
A – True
At Gainsight, we refer to our data management platform as:
A – Gainsight MDA
B – Gainsight Community
C – Gainsight Support
D – All of the above
A – Gainsight MDA
MDA allows you to:
A – Create and modify objects, fields, and data types
B – Setup constraints: Update Key or Default Values
C – Check MDA, object dependencies
D – View the data, record count, and delete existing data
E – All of the above
E – All of the above
An MDA
A – is a processing and storage stack
B – Powers many Gainsight Features
C – Enables Admins to update Salesforce object records
D – A & B
E – All of the above
D – A & B
Which of the following statements is false?
A – MDA is fully integrated into Gainsight UI without impacting SFDC Storage
B – MDA is named so because we have multiple data stores and tools
C – Gainsight uses a single data store
D – MDA uses system tables that house data
E – End users cannot create, edit, or manage MDA tables
C – Gainsight uses a single data store
MDA Powers:
A – Reports
B – Rules Engine
C – CTAs
D – All of the above
D – All of the above
Which of the following statements is true?
A – In System Objects, admins can’t add or modify the fields via data management
B – Standard Objects are created by the end-user through Data Management
C – In Standard Objects, admins can’t add additional fields on the object via Data Management
D – All of the above
A – In System Objects, admins can’t add or modify the fields via data management
To authorize the MDA:
A – OAuth nees to be set up
B – A Gainsight License is needed
C – A & B
D – Neither A nor B
C – A & B
In MDA, if columns = fields, then tabs =
A – Objects
B – Worksheets
C – A & B
D – None of the above
A – Objects
Joins in MDA is similar to:
A – VLOOKUP in MS Excel
B – Lookup in Salesforce
C – A & B
D – None of the above
C – A & B
Data aggregation is a process:
A – In which information is gathered and expressed in a summary form
B – You use functions such as Count/Count Distinct, Min/Max, Average, and Sum
C – Used for purposes such as statistical analysis
D – All of the above
D – All of the above
Pivot Tables:
A – Can automatically sort, count, total, or average the data stored in one table or spreadsheet and report it in a second table
B – Include aggregation as an implicit feature
C – A & B
D – None of the above
C – A & B
If you use Filters, they will be represented as “AND” between Data Spaces and any Rules that use them?
A – True
B – False
A – True
You can create an MDA object:
A – Manually
B – From a CSV file
C. With API
D – A & B
E – All of the above
D – A & B
Which of the following statements is true?
A – String, Boolean, and Currency are among the 8 field data types in MDA
B – Number, Boolean, and Currency are among the 9 field data types in MDA
C – SFDC id and email are not among the field data types in MDA
D – All of the above
B – Number, Boolean, and Currency are among the 9 field data types in MDA
Which of the following statements is false?
A – During data load, when ngo value exists in source file, default value is loaded
B – Dependencies allow you to see all rules/reports/etc that are using data from the MDA object
C – ‘Delete Data’ will delete all records in the table
D – Calculated fields can be created using Numeric, Currency, and Percentage
C – ‘Delete Data’ will delete all records in the table
Data Management home screen lists:
A – System Objects
B – Standard Objects
C – Custom Objects
D – All of the above
D – All of the above
If the tables are joinable, then they are stored in:
A – Redshift
B – Mongo DB
C – A & B
D – Neither A nor B
A – Redshift
Connectors:
A – Are integrations that are offered out of the box for you
B – Connect to your varied data sources to sync up information from your Data storage systems into Gainsight
C – A & B
D – Neither A nor B
C – A & B
Gainsight Connect helps you import SFDC data into MDA standard object from:
A – Account
B – Customer Info
C – Relationships & Relationship types
D – User
E – All of the above
E – All of the above
The User will have to create their own S3 buckets for data load
A – True
B – False
B – False
Which of the following statements is false?
A – An S3 bucket is unique storage location that can hold data & metadata
B – The S3 in Gainsight’s recommended method to load data to an MDA Object
C – In S3, there is no file size limitation
D – In S3, data ingest is immediate and file processing is sequential
C – In S3, there is no file size limitation
Which of the following statements is false?
A – You can’t load data directly via API
B – You can load data via Rules Engine
C – You can transfer data in and out of S3 buckets
D – Key Identifiers ensure that information is appropriately aggregated/mapped
A – You can’t load data directly via API
The knowledge pyramid includes:
A – Data
B – Information
C – Insight
D – A & B
E – A, B, & C
E – A, B, & C
Connectors/Data API Integrations automatically create Subject Areas within the MDA.
A – True
B – False
A – True
Rules Engine uses __ to search your data for specific information.
A. Algorithms
B. Query Language
C. A and B
D. Neither A nor B
B. Query Language
The purpose of the Rules Engine is to:
A. Leverage customer lifecycle
B. Leverage data you have for analysis
C. Leverage data you have for monitoring and action
D. All of the above
D. All of the above
The anatomy of a rule contains the following steps:
A. Create Rule, Set up Action, Schedule, and Test Rule
B. Edit Rule, Set up Rule, Set up Action, and Schedule
C. Create Rule, Edit Rule, Set up Rule, Set up Action
D. Edit Rule, Test Rule, Set up Rule, and Schedule
B. Edit Rule, Set up Rule, Set up Action, and Schedule
Rules can do the following:
A. Aggregate/Update customer data for easy access to needed information
B. Define and track customer health scores and alerting to spot-at-risk customers early
C. Leverage data to bubble possible opportunities to the surface
D. Monitor usage data to spot engaged users
E. All of the above
E. All of the above
If a Worksheet = Object, Cell =
A. Workbook
B. Rule
C. Field
D. Formula
C. Field
The default view which has rules in alphabetical order is:
A. Rule Chains
B. List View
C. Timeline
D. Templates
B. List View
Rule Chains:
A. Group of related rules that have been chained together
B. Rules executed one after another with a shared schedule
C. A and B
D. Neither A nor B
C. A and B
Identifiers tell the Rules Engine how to find unique records.
A. True
B. False
A. True
_ provides a bird’s eye view of your rules engine schedule and current execution status:
A. Set up Action
B. List View
C. Vault
D. Timeline
D. Timeline
_provides many useful examples that you can leverage with building rules.
A. Timeline
B. Template
C. Vault
D. Rules Engine
C. Vault
Rules Engine Listing sort rules:
A. Numerically
B. Alphabetically
C. Chronologically
D. None of the above
B. Alphabetically
You can do multiple actions in one rule.
A. True
B. False
A. True
A test run:
A. Does not test a rule’s actions
B. Tests the query
C. A and B
D. Neither A nor B
C. A and B
Separating data loading actions from other actions is good practice.
A. True
B. False
A. True
To receive an email with an Excel attachment showing the results of your Rule:
A. After testing is complete, run your rule manually the fist time before scheduling
B. Add your email to the “Email failures during scheduled run” when scheduling
C. Neither of the above
B. Add your email to the “Email failures during scheduled run” when scheduling
The green smiley face, yellow triangle with an exclamation point, and the red sad face icons indicate Successful Run, Partial Success, and Full Failure.
A. True
B. False
A. True
Partial Failure:
A. Indicates that the rule itself ran successfully, but some of the data failed
B. Is often caused by null values
C. Could mean sometimes that the rule could be working on some records
D. All of the above
D. All of the above
Which of the following statements are false?
A. In databases, Null really equates to “Unknown”
B. In databases, Null is zero (0)
C. In databases, Null is not blank
D. All of the above
B. In databases, Null is zero (0)
When a rule goes wrong, these are some steps you can take to troubleshoot:
A. Check logs and run test to examine the rule results
B. Clone rule, narrow down to 1 customer that qualifies
C. Strip out filters, add back one by one until you find the filter that breaks it
D. All of the above
D. All of the above
The rule summary contains:
A. Rule criteria and actions
B. A log of successful and unsuccessful runs
C. Details of who created and who last modified the rule
D. All of the above
D. All of the above
Reports are configured in Dashboard Builder by an Admin
A. True
B. False
B. False
Reports can be designed on Salesforce, MDA, and Data Space Objects.
A. True
B. False
A. True
Reports must be placed in a dashboard or on a 360 to be viewable by end users.
A. True
B. False
A. True
Dashboard Permissions define the records a user can view in a report.
A. True
B. False
A. True
Dashboard Filters can be used to filter all reports on a dashboard by a specified filter criteria.
A. True
B. False
A. True
True or False: Cockpit revolves around several key objects, including CTAs, Tasks, Rules, and Playbooks.
False
Playbooks
A. Are a set of standard tasks for a given CTA
B. Is a way to help bring consistency and standardization
C. Help to onboard new CSMs and drive consistency in reporting
D. All of the above
D. All of the above
A CTA Can have more than one task
A. True
B. False
A. True
CTA Duplicate checking is based on the following:
A. Account, Type, Priority, and Status
B. Account, Type, Reason, and Priority
C. Account, Type, Reason, and CTA Name
D. Account, Type, Status, and Priority.
C. Account, Type, Reason, and CTA Name
The 360 Summary section can contain _ cards and _ fields down the side.
A. 6 and 6
B. 6 and unlimited
C. 6 and 8
D. 4 and 6
A. 6 and 6
The C360 Summary section can be configured on ANY SFDC Object.
A. True
B. False
B. False
End Users can customize their own C/R360 Layouts.
A. True
B. False
B. False
Timeline is a tool where customer interactions can be tracked to provide visibility across the organization.
A. True
B. False
A. True
G360 can be customized to meet the needs of your organization.
A. True
B. False
B. False
Scorecards:
A. Help you quantify and track the health of your customers
B. Can be set by users or set by the Rules Engine
C. Combine objective and subjective elements to define an overall customer score
D. All of the above
D. All of the above
A component of a Scorecard, used to track one specific customer health metric is:
A. Measure Group
B. Bionic Rule
C. Measure
D. Custom Rule
C. Measure
The grading schemes options that you can use include:
A. RYG
B. Numeric
C. Alphanumeric
D. Grade (A-F)
E. All of the above
F. All but C
G. All but D
H. A & B
F. All but C
Survey permissions can be enabled:
A. At a granular level (ie. Create, Edit, Analyze, Delete)
B. At both the modular and specific survey level
C. For Admins ONLY
D. A & B
E. All of the above
D. A & B
While Configuring a Linking question:
A. Set as an answer, when the answer is selected then enable a question that appears following it
B. The follow up question will act as a pop up and displays on the same page
C. If the follow up question does not exist on the same page, it will not appear
D. All of the above
D. All of the above
A Branching question:
A. Allows for the response of the question to take the user to a new page
B. This allows respondents to move to a different page of the survey for more specific questions
C. The follow up question is a pop up and displays on that same page
D. A & B
E. A, B, & C
D. A & B
The maximum number of records in a single power list is _ contacts.
A. 100k
B. 200k
C. 300k
D. 400k
B. 200k
By default you have access to Advanced Outreach.
A. True
B. False
B. False
In an Advanced Outreach a yellow diamond represents a __
A. Participants List
B. Email
C. Conditional Wait
D. Path Enablement
E. Outreach End
D. Path Enablement
Once an Outreach has been published you can no longer edit it.
A. True
B. False
A. True
Which of the following models allows you to customize emails that trigger one after another?
A. NPS Survey
B. CSAT Survey
C. Generic Survey
D. Email Chain
D. Email Chain
A survey has to be published to work with an Advanced Outreach.
A. True
B. False
A. True
Advanced Outreaches can be configured at either the Customer or Relationship Level.
A. True
B. False
A. True
A participant list can be built from the following:
A. Powerlist
B. Query Builder (Bionic Rules)
C. Event
D. CSV
E. All of the Above
E. All of the Above
When it Business Modeler helpful?
A. When obtaining more customer advocates
B. Managing customer account hierarchy
C. When selling multiple products to a customer
C. When selling multiple products to a customer
Relationships have a page similar to the C360 called the R360.
A. True
B. False
A. True
You are limited to having only one Relationship on a customer.
A. True
B. False
B. False
The R360 can be customized with sections similar to the C360.
A. True
B. False
A. True
How can you create Relationships?
A. Manually
B. Via the Rules Engine
C. Via Account Hierarchy
D. A & B
E. A & C
F. All of the Above
D. A & B
You can create an MDA object:
A. Manually
B. From a CSV File
C. A & B
D. None of the Above
C. A & B
Gainsight Connect imports SFDC data into MDA standard objects from:
A. Account
B. Customer Info
C. Relationships & Relationship Type
D. User
E. All of the Above
E. All of the Above
Which of the following statements is false?
A. An S3 bucket is a unique storage location that can hold data and metadata
B. The S3 is Gainsight’s recommended method to load data to an MDA Object
C. In S3, there is no file size limitation
D. In S3, data ingest is immediate and file processing is sequential
C. In S3, there is no file size limitation
Which of the following statements is false?
A. You can’t load data directly via API
B. You can load data via Rules Engine
C. You can transfer data in and out of S3 buckets
D. Key identifiers ensure that information is appropriately aggregated/mapped
A. You can’t load data directly via API
MDA is the best location for your Usage Data because:
A. It allows greater flexibility
B. It is scaled for the larger data volumes
C. Its structure enables better data capture and utilization
D. A & C
E. A, B, & C
E. A, B, & C
Joins in MDA is similar to:
A. VLOOKUP in Excel
B. Lookup in Salesforce
C All of the above
C All of the above
Join Question: If I attempt to perform a LEFT JOIN on the Account (Company) object to the Contact object what would be the result?
A. You would get a list of all accounts and all contacts for each account
B. You would get a list of all accounts, but only one contact for each
C. You would get a list of all contacts with the account mapped to each
B. You would get a list of all accounts, but only one contact for each
Which of the following is NOT a common Data Loading Issue with the MDA:
A. Leading/trailing spaces are found in the CSV file header
B. The CSV file name doesn’t exactly match the name you specify in the ingest job (S3 Connector)
C. Special characters exist in the CSV file headers
D. Each header has a unique name
D. Each header has a unique name
What tasks are available in Bionic Rules?
A. Dataset, Aggregation,Combine
B. Dataset, Aggregation, Transformation
C. Dataset, Transformation, Calculation
D. Dataset, Pivot, Combine
E. Aggregation, Transform, Pivot
F. Dataset, Transform, Pivot
F. Dataset, Transform, Pivot
Name that Join: Requirement – Set Score to Green/Yellow when a customer has data & Red when a customer doesn’t have data. Left Dataset – Contains all Customers, Right Dataset – Usage Data.
A. Inner Join (Keep only similar records)
B. Left Join
C. Right Join
D. Outer Join (Keep all records)
B. Left Join
Name that Join: Requirement – Load ARR & Renewal data from the most recently closed opportunity. Left – All Opportunities, Right – Close Date for an Account.
A. Inner Join (Keep only similar records)
B. Left Join
C. Right Join
D. Outer Join (Keep all records)
C. Right Join
In Bionic Rules, the +Formula Builder button can be seen only when you preform the _ task.
A. Dataset
B. Merge
C. Transformation
D. Pivot
C. Transformation
Bionic Rules support the following types of formulas:
A. Numeric Formulas
B. String Formulas
C. Data Formulas
D. Period Over Period Comparison
E. All of the Above
E. All of the Above
How many output tasks can you have in a single Bionic Rule?
A. 1
B. 2
C. 3
D. 4
E. No Limitations
A. 1
The Setup action supports creating actions using any task from the rule setup.
A. True
B. False
A. True
Which formula would not be supported by Bionic Rules?
A. days_active + folders_created
B. days_active + (folders_created – link_clicks) * page_views
C. Case folders_created when 0 then 0 else (days_active/folders_created) + (link_clicks/folders_created) end
D. (days_active + folder_created) / 10
C. Case folders_created when 0 then 0 else (days_active/folders_created) + (link_clicks/folders_created) end
Bionic Rules support dataset tasks from both Salesforce and MDA within one rule?
A. True
B. False
A. True
What can an email chain do?
A. Create Email
B. Create a CTA
C. Use Conditional Waits
D. Use a Wait Timer
E. All the above
E. All the above
How many scorecards can an account or relationship have?
A. One Account or One Relationship
B. One Account and One Relationship
C. Multiple Accounts and One Relationship
D. One Account and Multiple Relationships
E. Multiple Accounts and Multiple Relationships
E. Multiple Accounts and Multiple Relationships
True or False: When bulk loading users, Admins can create a lookup to GSID fields in other tables.
True
Which option allows Admins to define user level access to pages and features of Gainsight?
A. Permission Bundle
B. Navigation Group
C. Permission Access
D. Access Bundle
A. Permission Bundle
Which user authentication method is not supported in Gainsight?
A. DB Authentication
B. SAML Authentication
C. GSuite Authentication
D. Active Directory Authentication
D. Active Directory Authentication
True or False: For added security, you can set up both SAML and Gsuite authentication in a domain.
False
What are the steps to manually add a user?
Administration -> Operations -> User Management -> + User -> Manual -> Save
User records can be uploaded via:
A. Manual Entry
B. Gainsight Connect
C. User API Job through Connectors
D. Bulk CSV Upload
E. All of the above
F. A, C, and D only
F. A, C, and D only
When loading users from a CSV file, the file must contain what fields?
A. First name
B. Company
C. Last name
D. Username
E. Status
F. All of the above
G. A, C, and D only
H. All but B
H. All but B
When bulk loading users, Admins can create a lookup to GSID fields in other tables
True
Report Builder can look at how many objects at one time?
A. Two
B. One
C. Up to five
D. Any number defined by the Admin
B. One
Report Builder can use what objects?
A. Data objects
B. Custom data objects
C. Data objects imported via data connectors
D. All of the above
D. All of the above
True or False: Reports must be placed in a Dashboard or 360 to be viewable by end users.
True
By default, which users have permissions to view all Dashboards?
A. All users
B. Users the Admin has granted view access to
C. Users the Admin has granted view/edit access to
D. None of the above
A. All users
True or False: Every report in a Dashboard must be built in Report Builder.
True
Who can configure Dashboard level filters?
A. Admins
B. End users
C. End users with edit permissions
D. All of the above
A. Admins
The following are true about configuring weight assignment:
A. Weight assignments must total 100
B. Not all measures must have a weight
C. Weight assignments are specific to a scorecard
D. You can use any number (weight) from 0-999999
E. All of the above
F. All but A
G. All but D
F. All but A
Exceptions in Scorecards:
A. Are used to override the Overall Score
B. Can be defined using multiple measures
C. Can be manually updated by the end user
D. Can be defined for different account segments
E. A & B only
F. All of the above
E. A & B only
The report that lets you quickly update manual scores as well as overall score visibility and segmentation is called:
A. Scorecard Measure Edit
B. Report Builder Score Edit
C. Scorecard Mass Edit
D. Scorecard Fact Object
C. Scorecard Mass Edit
Scorecards can be created on:
A. Company only
B. Relationship only
C. Both Company & Relationship
D. None of the above
C. Both Company & Relationship
Best practice recommendations for Scorecards include:
A. Subjective measure weighting should total no more than 15%
B. Usage should total more than half the weighting
C. All organizations should use multiple scorecards
D. Use at least 12 measures
E. A & B only
F. All of the above
E. A & B only
Multiple scorecard examples include:
A. Segment
B. Hierarchy
C. Product
D. Lifecycle
E. All of the above
F. All but B
G. None of the above
F. All but B
True or False: Admins should re-evaluate the validity of Scorecard configuration every 6-12 months
True
Which section should be put first in C360?
A. Related List
B. Summary
C. Segment
D. Attributes
B. Summary
You can put up to _ widgets and _ fields in the Summary section.
A. 6 and 6
B. 8 and 8
C. 6 and 8
D. 6 and 4
E. None of the above
A. 6 and 6
Which section allows you to link reports from Report Builder?
A. Embed Pages
B. Related Lists
C. Surveys
D. Attributes
B. Related Lists
Global Sections:
A. allows you to create commonly used sections
B. appear in the Available sections of each layout config page
C. are a great timesaver for the Admin
D. allows you to put sections in multiple layouts
E. All of the above
F. All but D
G. All but B
E. All of the above
True or False: Admins can make fields in the Summary section editable by the CSMs.
False
Timeline:
A. is a centralized location for Calls, Updates, Meetings, Emails, Milestones
B. provides visibility, minimizing requests for updates
C. Simplifies account transition
D. All of the aboe
D. All of the above
What are the standard Activity Types?
A. Emails
B. Escalations
C. Meetings
D. Milestones
E. Updates
F. Calls
G. All but B
H. All but B & D
I. All of the above
G. All but B
Activity types can be configured at what levels?
A. Company Person & Company
B. Company & Global
C. Global & Relationship
D. Company, Global, & Relationship
D. Company, Global, & Relationship
True or False: Users and Admins can create custom Activity types to meet the needs of your organization.
False
True or False: CTAs can be created manually or generated by Rules Engine.
True
CTAs can be configured at the following levels:
A. Global
B. Relationship
C. Company Person
D. Company
E. All of the above
F. A & B only
G. B & D only
H. All but C
H. All but C
A CTA triggered by high survey scores would be an example of:
A. Risk
B. Expansion
C. Lifecycle
D. Objective
B. Expansion
A CTA triggered by a training event would be an example of:
A. Risk
B. Expansion
C. Lifecycle
D. Objective
C. Lifecycle
True or False: Tasks are typically created by the Admin.
False
What is true regarding Playbooks & CTAs?
A. A CTA can have only one Playbook
B. A single Playbook can be assigned to many CTAs
C. A Playbook can be assigned to a CTA
D. A CTA can have multiple Playbooks
E. All of the above
F. None of the above
G. A & B only
H. A, B, & C
I. A, B & D
H. A, B, & C
Journey Orchestrator programs support which of these use cases?
A. Set Scorecard Value for Product Usage
B. Renewal workflow including CTA alerts
C. Automated Onboarding emails for new customers
D. Send customer reports in a regularly scheduled email
E. Trigger quarterly NPS survey emails and follow ups
F. All of the above
G. All but A
H. All but D
I. All but E
G. All but A
Which program model is designed for transactional surveys?
A. Generic Survey
B. CSAT Survey
C. Email Chain
D. NPS Survey
B. CSAT Survey
Which program mode offers the most flexibility by allowing the admin to disable the Heads Up, Reminder, and Escalation Emails?
A. Email Chain
B. Generic Survey
C. NPS Survey
D. CSAT Survey
B. Generic Survey
What are some ways you can personalize emails?
A. Include CSM signature
B. Use contact’s name in email body
C. Whitelabel your Domain
D. Enable DKIM and SPF in Email Configuration
E. All of the above
F. All but D
G. All but C
E. All of the above
True or False: Email Templates with all tokens should be configured after configuration of the program model.
False
Which component of a program model lets you set event-based triggers?
A. Decision tree
B. Conditional wait
C. Timer
D. Token
B. Conditional Wait
What options are available for adding Participants to a program?
A. Query Builder
B. Event
C. CSV
D. All of the above
D. All of the above
Operational Emails cannot be sent to more than _ Participants.
A. 5000
B. 3000
C. 1000
D. 8000
A. 5000
True or False: When a program is active, you can make limited changes to it.
True