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Explore Customer Success

Learning Objectives

After completing this unit, you’ll be able to:

  • Identify the actions needed to book and fulfill orders.
  • Identify the post-sales customer journey.
  • Assess customer realized and expected value.

Key Topics

This unit prepares you for the Customer Success section of the Salesforce Sales Representative exam, which makes up 9% of the overall exam. This section of the exam tests these topics.

  • Applying the necessary actions to complete deal commitments
  • Determining standard and escalation paths
  • Communicating expectations around post-sales handoff
  • Achieving customer value

This unit provides a number of interactive, real-world questions that are a lot like the ones you’ll encounter as a Salesforce sales representative. Looking at these questions helps prepare you to take the Customer Success section of the Salesforce Sales Representative exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).

The unit also contains interactive flashcards centered around study topics that help you prepare for the Customer Success section of the exam.

Like the previous units, this unit contains practice questions and flashcards.

Exam Practice Questions

Ready to jump in? The sample tool below is not scored—it's just an easy way to quiz yourself. To use it, read the question, then click the answer you think is correct. Click Submit to learn whether the answer you chose is correct or incorrect, and why. If there’s a longer explanation, click Expand button to expand the window, then click anywhere in the window to close it. When you reach the end, you can review the answers or retake the questions.

Did you choose a wrong answer? Check out the table below for related study material.

Question 1
Review Partner with Customer Success to learn more about customer success and how CS teams should collaborate with sales.

Question 2

Review Sales Contracts and Negotiation: Quick Look to describe what a sales contract is and when you should use it. 

Question 3

Study up on how to Focus on the Customer

Question 4

Read more about CUSTOMER JOURNEYS: How to Keep Customers Connected and Coming Back.

Exam Topic Flashcards

The following flashcards cover Customer Success. Use these interactive flashcards to brush up on some of the key topics you'll find on this part of the exam.

Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.

Did you choose a wrong answer? Check out the table below for related study material.

Flashcard 1
Take another look at the customer lifecycle by reviewing Understand the Customer Experience Lifecycle.

Flashcard 2

Review Center the Customer and tune in to customers with empathy.

Flashcard 3

Hop into the Sales Contracts and Negotiation: Quick Look to understand the contracting process and different types of sales contracts. 

Flashcard 4

Study up on Customer Success with The Definitive Guide to Net Promoter Score.

Looking for more information? Explore these related badges.

Congratulations. You’ve covered 100% of the Salesforce Sales Representative Certification test material in this badge. 

You’ve reviewed these sections. 

  • Get Started with the Salesforce Sales Representative Certification Prep
  • Learn About Planning
  • Review Customer Engagement
  • Study Up on Deal Management
  • Review Pipeline Management
  • Refresh Your Forecasting Skills
  • Explore Customer Success

Good luck on your exam!

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