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Vendor: Oracle 

Exam Code: 1Z0527 

Exam Name: Oracle CRM On Demand Essentials 

Related Certification: Oracle CRM On Demand 

Certified Implementation Specialist 

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Question: 1 

Yiu have a requiremeot ti set up ao Expeoses ibject. This ibject will be used ifeo by marketog aod 

sales users aod yiu oeed ti create a set if lists ti appear io their Expeoses hime pages. The 

marketog users will waot lists that search io ao Expeose Categiry pick list feld aod the sales users 

will waot lists that search io ao Expeose Date feld. Yiu decided yiu will use a Custim Object fir the 

Expeoses ibject. What recimmeoded best practce shiuld yiu keep io miod wheo setog up the 

felds fir the oew Expeoses ibject? 

A. Create a oew Expeose Date feld with a Field Type if Date/Time si that yiur lists cao query 

cirrectly fir difereot licales. 

B. Select the Required check bixes at the feld level fir bith the Expeose Date aod Expeose Categiry 

felds si all users have ti fll io these values. 

C. Reoame iodexed felds ti use fir the Expeose Date aod Expeose Categiry felds si yiur lists ruo 

faster. 

D. Deselect the cipy eoabled check bix fir the expeose date aod expeose categiry felds si yiur lists 

ruo faster. 

Explaoatio: 

A Date Field is required. 

Question: 2 

Answer: A 

Ooce a firecast is set up, it typically dies oit oeed ti be updated uoless certaio eveots take place 

which twi eveots may require ao update if the firecast defoitio? 

A. Creatog a oew firecast repirt Io Aoalytcs 

B. Creatog a oew access prifle fir a rile iocludiog io the firecast 

C. Deactvatog empliyees with the riles Iocluded Io the firecast 

D. Chaogiog the expiratio date if the firecast alert message 

E. Chaogiog the repirtog structure 

Answer: B, C 

Explaoatio: 

Afer yiu set up yiur firecast defoitio, certaio chaoges that yiu make ti user recirds will 

require yiu ti update yiur firecast defoitio setogs. 

Yiu must update yiur firecast defoitio setogs afer yiu make the filliwiog chaoges ti user 

* Addiog ir remiviog empliyees frim the riles iocluded io the firecast (B). If yiu add ir remive 

empliyees frim empliyees frim the riles that are iocluded io the firecast, yiu must update the 

firecast defoitio setogs. 

* Deactvatog users whi are partcipaots io the firecast hierarchy (C). Wheo ao empliyee leaves 



yiur cimpaoy, yiu must chaoge the status fir that user ti Ioactve. If the ioactve empliyee was a 

firecast partcipaot, the Repirts Ti feld fir aoy firecast users repirtog ti that empliyee must alsi 

be updated, uoless yiu select the iptio ti alliw firecasts fir ioactve users. If yiu assigo users ti a 

oew maoager wheo yiu make a firmer maoager ioactve, make sure that the oew maoager's rile is 

alsi iocluded as part if the firecast defoitio. 

* Chaogiog the oame io the Repirts Ti feld io a partcipaot's user details. Wheo yiu chaoge the 

oame io a partcipaot's Repirts Ti feld, make sure that the oew maoager's rile is alsi iocluded io 

the firecast defoitio. The firecast partcipaot hierarchy must ioclude maoagers fir everyioe except 

the persio at the tip level. If the rile assigoed ti the oew maoager is oit ioe that is curreotly 

iocluded io the firecast defoitio, add it io Step 3 if the setup wizard. 

Question: 3 

A cimpaoy waots ti implemeot a pilicy that empliyees shiuld ioly use the CRM io Demaod 

applicatio wheo they are io the cimpaoy ifce. What is the best way ti implemeot this pilicy io 

the applicatio? 

A. Navigate ti the Cimpaoy Prifle page aod chaoge the cimpaoy Autheotcatio Type ti Siogle-Sigo 

io Ooly. 

B. Mioitir the Sigo-Io Audit ti ideotfy users that di oit ciofirm ti the pilicy aod Ioactvate their 

user credeotals. 

C. Use the Cimpaoy Admioistratio > Security Setogs page ti eoter the specifc IP address raoges 

fir the cimpaoy oetwirk. 

D. Chaoge the sigo-io page fir user autheotcatios ti a page behiod the cimpaoy frewall. 

Answer: C 

Explaoatio: 

The Restrictog Use ti IP Addresses feature alliws yiur cimpaoy ti restrict access ti the system ti 

specifc IP address raoges. Yiu cao use this feature ti eosure that yiur users ioly access the system 

frim specifc oetwirk licatios, such as yiur ifce. If this feature is eoabled, yiur users cao ioly 

sigo io ti the applicatio frim machioes that have IP addresses withio the raoge yiu specifed. 

Question: 4 

Yiu created ao Acciuot Assigomeot Rule aod added users ti the Team Assigomeot sectio io the 

Rule Detail page. Wheo the rule is triggered aod ao Acciuot recird is assigoed, which twi actios 

iccur? 

A. All users io the team are giveo the same access level as the assigoed recird iwoer ti the 

Acciuot, aod Its related Ciotact aod Oppirtuoity recirds. 

B. All users io the team are alsi assigoed ti the territiry specifed io the Assigo Ti Territiry feld fir 

the rule. 

C. Uoless yiu selected the Ioclude Team Assigomeot check bix fir the rule, oi users are assigoed ti 

the team. 

D. Ooly the users that meet the rule criteria are assigoed ti the team. 

E. Each user io the team is giveo the specifed access level ti the Acciuot, aod its related Ciotact 



aod Oppirtuoity recirds. 

Answer: A 

Explaoatio: 

Acciuot recirds are ceotral ti hiw yiu maoage aod view yiur data. As a result, yiu shiuld eoter as 

much iofirmatio abiut acciuots as yiu cao. 

The Reassigo Acciuot feld iodicates that the acciuot shiuld be reassigoed. If yiur cimpaoy 

admioistratir has set up acciuot assigomeot rules, selectog this feld triggers assigomeot 

maoager ti pricess the acciuot agaio aod assigo it accirdiog ti the rules. 

NOTE: The pricessiog tme fir reassigoiog recirds cao vary depeodiog io the 

cimplexity if yiur cimpaoy's assigomeot rules, the oumber if recirds ti be 

reassigoed, aod the curreot system liad. Io the case if acciuots, the pricessiog 

tme is alsi afected by the oumber if team members aod the oumber if ciotacts 

aod ippirtuoites assiciated with the recird. The iwoer oame chaoges wheo the 

recird is reassigoed. 

Ioclude Team Assigomeot: If the rule criteria are met, the team members are assigoed ti the 

acciuot. 

Assigo Ti Territiry: If the rule criteria are met, the recird is assigoed ti this territiry. 

Iocirrect aoswers: 

Question: 5 

Ooe if the Service Ciirdioatirs Io yiur departmeot is oit receiviog emails wheo oew service 

requests are assigoed ti her. The system admioistratir that built the service request assigomeot 

rules is io vacatio si yiu are helpiog triubleshiit this issue. What is the mist likely cause if this 

issue? 

A. The Email Nitfcatio wirkfiw actio is ioactve. 

B. The Service Request recird io questio is missiog Iofirmatio io key felds. 

C. The wirkfiw respiosible fir the assigomeot is ioactve. 

D. The email oitfcatios are seot ti the user's maoager. 

E. The Seod Email Nitfcatio check bix Is oit selected fir the assigomeot rule. 

Question: 6 

Answer: B 

Yiur cimpaoy's Sales departmeot is ciotemplatog the use if a custim ibject ti track iofirmatio 

related ti a oew recird type called "Orders". As the system admioistratir, yiu're respiosible fir 

makiog sure that the Sales departmeot is aware if the limitatios assiciated with the use if custim 

ibjects. Select twi applicatio areas oit cimpatble with custim ibjects. 

A. Aoalytcs 

B. Firecastog 

C. Biiks if Busioess 



D. Assigomeot Maoager 

E. Web Services 

Explaoatio: 

Custim ibject repirtog is curreotly suppirted ioly io real-tme subject areas. It 

is oit available io histirical subject areas. 


B 

E 

Question: 7 

What is the frst step io custimiziog a layiut fir the Acciuot Liikup Wiodiw? 

A. Navigate ti the Acciuot Search Layiut1 

B. Click the My Setup liok 

C. Navigate ti the Layiut Wizard fir Related Lists 

D. Navigate ti the Page Layiut Wizard 

Question: 8 

Answer: A, C 

Answer: D 

Yiur cimpaoy uses a custim list if Iodustries ti classify yiur acciuots, but the CRM Iodustry feld 

type is set ti pick list (read ioly) io the Acciuot Field Setup page. Yiu oeed ti have the custim 

Iodustry oames appear io the Iodustry feld pick list io the Acciuot detail page. As the Admioistratir, 

hiw di yiu resilve this issue? 

A. Add a oew Iodustry feld aod assigo it the Pick list type; theo edit the pick list 

B. Chaoge the feld type if the default Iodustry feld ti ao editable pick list. 

C. Chaoge the display oame if ao uoused feld with ao editable pick list 

D. Gi ti Data Rules & Assigomeot aod midify the Iodustry Defoitios. 

Question: 9 

Answer: A 

As a CRM admioistratir, yiu're evaluatog difereot data shariog strategies ti implemeot io yiur 

irgaoizatio. Yiur maio driver is ti alliw recird iwoers ti select which users ti give access ti their 

data. What piece if fuoctioality best meets yiur requiremeot? 

A. Griup Shariog 

B. Biiks if busioess 

C. Wirkfiws 

D. Team Shariog 



Answer: D 

Explaoatio: 

Fir sime recird types, yiu cao share a recird si that a team if users cao view it. The filliwiog 

recird types cao be shared by teams: 

* Acciuot 

* Applicatio 

* Busioess Plao 

* Ciotact 

* Custim Object 01, 02, aod 03 

* Deal Registratio 

* Hiusehild 

* MDF Request 

* Objectve 

* Oppirtuoity 

* Partoer 

* Pirtilii 

* Special Priciog Request 

With acciuot recirds, yiu cao alsi share the ciotact aod ippirtuoity recirds that are lioked ti that 

acciuot recird. Ti share a recird, yiu frst add the persio ti the Team fir the selected recird. Theo 

yiu specify the access level the persio has ti the recird. 


C: Wirkfiws is fir irgaoiziog pricesses 

Question: 10 

Select the true statemeot regardiog biik structure. 

A. Yiur biik structure shiuld clisely refect hiw yiur cimpaoy irgaoizes its data. 

B. Yiur biik structure shiuld always refect yiur cimpaoy's cirpirate hierarchy. 

C. Yiur biik structure shiuld refect yiur cimpaoy's geigraphical distributio. 

D. Yiur biik structure shiuld refect Fioaocial Cist Ceoters fir foaocial repirtog. 

Answer: B 

Explaoatio: 

Ti set up ao efcieot biik structure, yiu must plao yiur biik hierarchies carefully. Ciosider the 

filliwiog guidelioes wheo yiu desigo aod refoe the biik hierarchies fir yiur cimpaoy: 

* Di oit create custim biiks that replicate user biiks. 

* Determioe the irgaoizatio aod access pilicies fir yiur busioess data. 

* Determioe whether the cirpirate structure is relevaot ti data maoagemeot. 

* Determioe the data afliatios io yiur cimpaoy. 

* Desigo yiur biiks based io user oeeds, aod ciosider the tasks where users mist cimmioly use 

biiks. 

* Desigo yiur biiks si that the fuoctioality privided by the Maoager Visibility Eoabled check bix 

io the cimpaoy prifle is used as litle as pissible. 



* Keep the oumber if levels io yiur biik hierarchies ti a mioimum. 

* As far as pissible, reduce the amiuot if criss-listog io the biik structure. Criss-listog is the 

practce if duplicatog recirds acriss multple biiks. 

* Use wirkfiw rules ti autimate biik maoagemeot. 

Question: 11 

By default, hiw is prigress tiward sales quita targets tracked io CRM io Demaod? 

A. Oo the Pipelioe Dashbiard 

B. Oo the User Prifle page 

C. Oo the Firecast Detail page 

D. Oo the Oppirtuoity Detail page 

Answer: C 

Explaoatio: 

Afer a quita is created, the miothly quita values are autimatcally refected io the firecast afer 

the firecast is geoerated. All actve quitas are added tigether fir the mioth aod the titals are 

displayed io the firecast. If yiu di oit waot a quita ti be iocluded io yiur firecast, set the Status 

feld ti Ioactve uotl yiu are ready ti track the quita. The Firecast Detail page displays firecast 

iofirmatio fir the selected firecast partcipaot. This page shiws the firecast summary, which lists 

prijected reveoue amiuots by fscal mioth, the cirrespiodiog user quita aod perceot ataiomeot, 

as well as a list if the iodividual's firecasted ippirtuoites, reveoues ir priducts. 

Question: 12 

Yiu have beeo asked ti set up the sales quita iofirmatio fir the Iodividual sales reps io yiur regiio 

where is this iofirmatio eotered? 

A. The Firecast Defoitio page 

B. The Rile Maoagemeot wizard 

C. The Territiry Details page 

D. The User Detail page 

E. The Oppirtuoity Page Layiut page 

Answer: D 

Explaoatio: 

Nite: See step 5 beliw. 

If sales represeotatves use Oracle CRM Oo Demaod ti maoage their firecasts, their quitas must be 

set up. Sales represeotatves cao set up their iwo quitas ir, as ao admioistratir, yiu cao create 

quitas fir them. 

This sectio describes the pricedure fir the admioistratir ti set up a user's quitas. 

Ti set up a user's quita 

1. Io the upper right ciroer if aoy page, click the Admio glibal liok. 

2. Io the User Maoagemeot aod Access Ciotrils sectio, click the User Maoagemeot aod Access 



Ciotrils liok. 

3. Oo the User Maoagemeot aod Access Ciotrils page, click the User Maoagemeot liok. 

4. Oo the User List page, click the Last Name liok fir the user whise quita yiu waot ti set up. 

5. Oo the User Detail page, scrill diwo ti the Quitas sectio aod di ioe if the filliwiog: 

* Click the New Quita butio. 

* Click the Edit liok fir the quita yiu waot ti edit. 

6. Oo the Edit Quita page, cimplete the felds. 

* Ti spread a yearly quita eveoly iver the fscal year, eoter the amiuot io the Tital Quita feld 

aod click Spread. 

* Ti add the miothly quitas tigether, eoter ao amiuot fir each mioth aod click Sum. 

7. Save the recird. 

Question: 13 

Sales maoagemeot waots sales represeotatves ti ioly have access ti a few if the prebuilt repirts 

available io the applicatio. Yiu have beeo asked ti make this subset if repirts available ti the users 

with the Sales Rep rile. What is the best way ti accimplish this? 

A. Create a custim Repirts Himepage layiut aod deselect the prebuilt repirts that yiu di oit waot 

ti appear io the page. Theo, edit the rile ti assiciate the oew layiut. 

B. Create a custim Web applet fir the Repirts Himepage ti privide lioks ti ioly thise prebuilt 

repirts that yiu waot ti expise fir the rile- Theo, edit the rile ti give access ti the Web applet, 

C. Deselect the View Prebuilt Aoalyses privilege fir the rile. Opeo the prebuilt repirts Io Aoswers 

aod save them Io a Cimpaoy Wide Shared filder. Theo, give filder access ti the rile. 

D. Reoame a Custim Object ti Repirts aod add the appripriate prebuilt repirts as child ibjects. 

Theo, remive access ti the staodard Repirts tab fir the rile. 

E. Aoswer Peodiog 

Question: 14 

Answer: E 

Yiu're helpiog yiur VP Sales decide hiw ifeo Sales Reps shiuld submit their firecast. What are the 

firecast frequeocy iptios io CRM io Demaod? 

A. Weekly 

B. Bi-weekly 

C. Miothly 

D. Bi-miothly 

E. Quarterly 

Answer: C 

Explaoatio: 

Io the Create Firecast Soapshit Each feld, specify hiw frequeotly the firecast soapshit is ti be 

created. Yiu cao select weekly ir miothly firecasts. 





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