Sales Creatio Quiz (Fast-Track)
Your result
80%
24/30
1. Platform basics
Score: 23
How does Creatio handle reminders and approval notifications in the Notification panel?
| Answers | Your Answer |
| Reminders and approval notifications remain active until they are processed. | |
| Feed notifications are marked as read when you open the corresponding tab. | |
| Notifications about noteworthy events are stored on the tab for a month since their creation. | |
| The history of read notifications is stored on the tab for a month since their creation |
What is “System Designer” in Creatio?
| Answers | Your Answer |
| A set of tools used for configuring the system | |
| A visual editor enabling you to create and set up email template | |
| A visual editor enabling you to set up the system layout | |
| A tool for managing configuration used by developer |
What steps are involved in turning on Freedom UI for existing Creatio instances?
| Answers | Your Answer |
| It can only be achieved by installing a third-party plugin. | |
| It requires changing the server operating system. | |
| Updating the web browser. | |
| Turn on the Freedom UI shell from the UI Management section. |
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2. CRM tools
Score: 23
What information do you store in the [Employees] section of Creatio?
| Answers | Your Answer |
| Full names of all employees including segmentation by the support lines | |
| Full information about company employees, including personal data, contacts, information about career changes within the company | |
| The 360 view of all contacts who are employees of the partner companies, including their personal data, communication options, as well as the decision-making role | |
| Contact phone numbers, addresses and other communication options of the company employees |
Which of the following is available in the default [Tasks] section? Select all that apply.
| Answers | Your Answer |
| Tasks timeline | |
| Task scheduling | |
| Track interconnections between activities | |
| Viewing and planning the activities of other employees | |
| Prioritizing the Tasks |
What is the purpose of the Tags in Creatio?
| Answers | Your Answer |
| Defining record relationships or hierarchies | |
| Creating automated workflows or triggers within the system | |
| Controlling user permissions or access to records | |
| Segmenting the records |
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3. Sales tools
Score: 610
What are similar leads in the Leads section?
| Answers | Your Answer |
| Similar leads are leads generated by the same owner in Creatio | |
| Similar leads are leads that were received from different lead channels for the same customer need | |
| Similar leads are leads created on the same day that are considered duplicates | |
| Leads that are considered duplicates are displayed in Similar leads list. These duplicates cannot be merged |
How do you provide a discount for an order in Creatio?
| Answers | Your Answer |
| Manually change the order total | |
| Product discounts are not available in Creatio | |
| Discounts can be provided per product on the order form page | |
| To provide a discount, you need to change the price of the product in Product section |
Which features are available in the Field Sales application? Select all that apply.
| Answers | Your Answer |
| Building routes on the map | |
| Scheduling the sales reps' visits to sales outlets | |
| Visit “to-do” lists | |
| Planning field sales by different metrics | |
| Maintaining the visit agenda and guidelines |
What is the purpose of the [Products] section?
| Answers | Your Answer |
| Managing your products and services | |
| Monitoring the product prices | |
| Creating a print-ready product catalog | |
| Registering new products and linking them to corresponding contracts | |
| Automation of selecting products for orders and invoices |
How do you populate the forecasted and actual data in a forecast? Select all that apply.
| Answers | Your Answer |
| Enter manually | |
| Run a custom business process | |
| Pull the data from Creatio | |
| Calculate based on a formula |
Which app is best used for managing document flow in Creatio?
| Answers | Your Answer |
| Order and Contract Management application | |
| Productivity application | |
| Lead and Opportunity Management application |
What is a product catalog in Sales Creatio?
| Answers | Your Answer |
| The product catalog is a separate folder tree component that is used to selection of products in Order section | |
| The product catalog is a printable generated based on products and services the company offers | |
| The product catalog is preselect list of products that can be offered to the specific customer |
Select all statements that are true.
| Answers | Your Answer |
| Lead and Opportunity Management app is used for managing the whole sales funnel, from incoming lead to closing the deal | |
| Order and Contract Management app is a solution that helps manage orders, issue invoices and handle document flow | |
| Field Sales app is a product for sales management in the agricultural sector |
What is the purpose of the [Documents] section in Creatio?
| Answers | Your Answer |
| Managing marketing templates and promotional materials | |
| Managing stakeholders’ documents and contracts | |
| Managing employee documentation | |
| Managing company’s internal and external documents (e.g., regulations, meeting minutes, etc.) | |
| Managing product specifications, price lists, and product catalogs |
What is the purpose of the [Invoices] section?
| Answers | Your Answer |
| To store information on legal documents connected to orders | |
| To create and edit the invoice templates | |
| To register financial details of contacts and accounts | |
| To manage company invoices | |
| Integration with QuickBooks |
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4. No-code customization
Score: 44
What is an “Object” from Creatio standpoint?
| Answers | Your Answer |
| An additional page configured for a section | |
| A data entity that represents a certain business category. Used to generate sections, objects, and lookups. | |
| An UI element for viewing and updating the contents of columns | |
| Any element added to a record page of a section | |
| A set of sections displayed on the Creatio side panel for specific user groups |
What is the difference between application and a package?
| Answers | Your Answer |
| There is no difference. Application and package are synonyms | |
| An application is an UI element that is available in the Navigation Panel and a package is structural component that is connected to an object | |
| An application is a more modern term for a package | |
| An application solves a business problem and a package is a combination of confuguration elements |
Is it possible to configure access to workplaces in Creatio?
| Answers | Your Answer |
| Yes, in Workplace setup | |
| No, all workplaces are available to all users | |
| Yes, in Object designer | |
| Yes, in Application Hub |
What is the principle of training machine learning models in Creatio?
| Answers | Your Answer |
| Creatio collects the data needed to resolve a business task and generates a request for the missing information | |
| Creatio analyzes the available historical data and identifies patterns and dependencies that are stored in the cloud and may further be used for predictions | |
| Creatio generates a business process with the ‘Predict data” element; it determines the patterns for making a prediction | |
| Creatio determines the factors affecting the prediction and creates examples for training models based on the factor impact |
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5. BPM tools
Score: 33
What happens in Creatio if you delete a stage from the progress bar?
| Answers | Your Answer |
| The stage steps will remain and will run in the background | |
| The case status will automatically change to “Canceled” | |
| The case steps will be deleted but the stage value will remain in the corresponding lookup | |
| The stage will only be deleted for the current case session and will be restored at the next session | |
| The stage will be deleted from the list of the corresponding lookup values |
How do you launch a dynamic case in Creatio?
| Answers | Your Answer |
| The case starts automatically once the case section record is opened | |
| Manually run the case by clicking its first stage on the record page | |
| Run the corresponding business process in the process library | |
| The case launches automatically when a new record that matches the case conditions is created | |
| In the section list, click the “Run case for section” action |
What is the difference between user actions and system actions?
| Answers | Your Answer |
| System actions can only be completed by Supervisor, while user actions are accessible to all users of the system | |
| User actions apply only to active users, while system actions apply throughout the system | |
| User actions are used when user will be interacting with the system (e.g., completing tasks, filling out forms etc.) and system actions run in background and executed automatically | |
| User actions can be performed by any user, while system actions require validation from system administrators |
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6. Administration
Score: 44
What is a "server license"?
| Answers | Your Answer |
| A license that enables administrator access | |
| A license that enables product access to certain users only | |
| A license that enables access to specific functionality | |
| This type of license doesn't exist |
What are the available levels of object permissions in Creatio? Select all that apply.
| Answers | Your Answer |
| Column permissions | |
| Record permissions | |
| Detail permissions | |
| Tab permissions | |
| Operation permissions |
What is a “portal” from the Creatio standpoint?
| Answers | Your Answer |
| A communication channel for the support lines of different levels | |
| A component that provides a way to manage opportunities for Creatio partners | |
| A community where Creatio developers exchange their expertise | |
| A component that provides secure and managed limited access to Creatio data and functionality to internal and external users (e.g., customers, partners, contractors, stakeholders, etc.) | |
| A separately designed Creatio messenger used by the support team |
What data caching server is used in Creatio?
| Answers | Your Answer |
| Varnish | |
| XCache | |
| Redis | |
| Memcached |
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7. Service Delivery management
Score: 22
What is a package in Creatio?
| Answers | Your Answer |
| Access rights management system | |
| A set of vendor-developed solutions | |
| Data container storing configuration settings | |
| A system for storing cached data |
What packages will be modified during a vendor (Creatio) update?
| Answers | Your Answer |
| Custom packages | |
| Base and custom packages | |
| Base packages | |
| Updating does not affect the existing packages, it only creates new ones |
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8. Relational data modeling
Score: 11
There are 2 tables in the database: “Cases” and “Knowledge Base Articles”. Your task is to link articles to cases so that you can later understand which cases are used in a particular knowledge-based article and which knowledge-based articles were used in a particular case. How would you set up such a relationship?
| Answers | Your Answer |
| Create a “Cases” column in Knowledge based article table | |
| The task cannot be resolved | |
| Create an “Article” column in Cases table | |
| Create an associative table to set up the relationship between cases and articles |
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