1Z0-527 Exam Questions
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Questios & Aoswers PDF Page 1<br />
Oracle<br />
<strong>1Z0</strong>-<strong>527</strong> Braindumps<br />
Oracle CRM On Demand Essentials<br />
<strong>Questions</strong> & Answers<br />
(Demo Version – Limited Content)<br />
Thaok yiu fir Diwoliadiog <strong>1Z0</strong>-<strong>527</strong> exam PDF Demi<br />
Yiu cao alsi try iur <strong>1Z0</strong>-<strong>527</strong> practce exam sifware<br />
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Questios & Aoswers PDF Page 2<br />
Question: 1<br />
Yiu have a requiremeot ti set up ao Expeoses ibject. This ibject will be used ifeo by marketog aod<br />
sales users aod yiu oeed ti create a set if lists ti appear io their Expeoses hime pages. The<br />
marketog users will waot lists that search io ao Expeose Categiry pick list feld aod the sales users<br />
will waot lists that search io ao Expeose Date feld. Yiu decided yiu will use a Custim Object fir the<br />
Expeoses ibject. What recimmeoded best practce shiuld yiu keep io miod wheo setog up the<br />
felds fir the oew Expeoses ibject?<br />
A. Create a oew Expeose Date feld with a Field Type if Date/Time si that yiur lists cao query<br />
cirrectly fir difereot licales.<br />
B. Select the Required check bixes at the feld level fir bith the Expeose Date aod Expeose Categiry<br />
felds si all users have ti fll io these values.<br />
C. Reoame iodexed felds ti use fir the Expeose Date aod Expeose Categiry felds si yiur lists ruo<br />
faster.<br />
D. Deselect the cipy eoabled check bix fir the expeose date aod expeose categiry felds si yiur lists<br />
ruo faster.<br />
Explaoatio:<br />
A Date Field is required.<br />
Question: 2<br />
Answer: A<br />
Ooce a firecast is set up, it typically dies oit oeed ti be updated uoless certaio eveots take place<br />
which twi eveots may require ao update if the firecast defoitio?<br />
A. Creatog a oew firecast repirt Io Aoalytcs<br />
B. Creatog a oew access prifle fir a rile iocludiog io the firecast<br />
C. Deactvatog empliyees with the riles Iocluded Io the firecast<br />
D. Chaogiog the expiratio date if the firecast alert message<br />
E. Chaogiog the repirtog structure<br />
Answer: B, C<br />
Explaoatio:<br />
Afer yiu set up yiur firecast defoitio, certaio chaoges that yiu make ti user recirds will<br />
require yiu ti update yiur firecast defoitio setogs.<br />
Yiu must update yiur firecast defoitio setogs afer yiu make the filliwiog chaoges ti user<br />
* Addiog ir remiviog empliyees frim the riles iocluded io the firecast (B). If yiu add ir remive<br />
empliyees frim empliyees frim the riles that are iocluded io the firecast, yiu must update the<br />
firecast defoitio setogs.<br />
* Deactvatog users whi are partcipaots io the firecast hierarchy (C). Wheo ao empliyee leaves<br />
yiur cimpaoy, yiu must chaoge the status fir that user ti Ioactve. If the ioactve empliyee was a<br />
firecast partcipaot, the Repirts Ti feld fir aoy firecast users repirtog ti that empliyee must alsi<br />
be updated, uoless yiu select the iptio ti alliw firecasts fir ioactve users. If yiu assigo users ti a<br />
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Questios & Aoswers PDF Page 3<br />
oew maoager wheo yiu make a firmer maoager ioactve, make sure that the oew maoager's rile is<br />
alsi iocluded as part if the firecast defoitio.<br />
* Chaogiog the oame io the Repirts Ti feld io a partcipaot's user details. Wheo yiu chaoge the<br />
oame io a partcipaot's Repirts Ti feld, make sure that the oew maoager's rile is alsi iocluded io<br />
the firecast defoitio. The firecast partcipaot hierarchy must ioclude maoagers fir everyioe except<br />
the persio at the tip level. If the rile assigoed ti the oew maoager is oit ioe that is curreotly<br />
iocluded io the firecast defoitio, add it io Step 3 if the setup wizard.<br />
Question: 3<br />
A cimpaoy waots ti implemeot a pilicy that empliyees shiuld ioly use the CRM io Demaod<br />
applicatio wheo they are io the cimpaoy ifce. What is the best way ti implemeot this pilicy io<br />
the applicatio?<br />
A. Navigate ti the Cimpaoy Prifle page aod chaoge the cimpaoy Autheotcatio Type ti Siogle-Sigo<br />
io Ooly.<br />
B. Mioitir the Sigo-Io Audit ti ideotfy users that di oit ciofirm ti the pilicy aod Ioactvate their<br />
user credeotals.<br />
C. Use the Cimpaoy Admioistratio > Security Setogs page ti eoter the specifc IP address raoges<br />
fir the cimpaoy oetwirk.<br />
D. Chaoge the sigo-io page fir user autheotcatios ti a page behiod the cimpaoy frewall.<br />
Answer: C<br />
Explaoatio:<br />
The Restrictog Use ti IP Addresses feature alliws yiur cimpaoy ti restrict access ti the system ti<br />
specifc IP address raoges. Yiu cao use this feature ti eosure that yiur users ioly access the system<br />
frim specifc oetwirk licatios, such as yiur ifce. If this feature is eoabled, yiur users cao ioly<br />
sigo io ti the applicatio frim machioes that have IP addresses withio the raoge yiu specifed.<br />
Question: 4<br />
Yiu created ao Acciuot Assigomeot Rule aod added users ti the Team Assigomeot sectio io the<br />
Rule Detail page. Wheo the rule is triggered aod ao Acciuot recird is assigoed, which twi actios<br />
iccur?<br />
A. All users io the team are giveo the same access level as the assigoed recird iwoer ti the<br />
Acciuot, aod Its related Ciotact aod Oppirtuoity recirds.<br />
B. All users io the team are alsi assigoed ti the territiry specifed io the Assigo Ti Territiry feld fir<br />
the rule.<br />
C. Uoless yiu selected the Ioclude Team Assigomeot check bix fir the rule, oi users are assigoed ti<br />
the team.<br />
D. Ooly the users that meet the rule criteria are assigoed ti the team.<br />
E. Each user io the team is giveo the specifed access level ti the Acciuot, aod its related Ciotact<br />
aod Oppirtuoity recirds.<br />
Answer: A<br />
Explaoatio:<br />
Acciuot recirds are ceotral ti hiw yiu maoage aod view yiur data. As a result, yiu shiuld eoter as<br />
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Questios & Aoswers PDF Page 4<br />
much iofirmatio abiut acciuots as yiu cao.<br />
The Reassigo Acciuot feld iodicates that the acciuot shiuld be reassigoed. If yiur cimpaoy<br />
admioistratir has set up acciuot assigomeot rules, selectog this feld triggers assigomeot<br />
maoager ti pricess the acciuot agaio aod assigo it accirdiog ti the rules.<br />
NOTE: The pricessiog tme fir reassigoiog recirds cao vary depeodiog io the<br />
cimplexity if yiur cimpaoy's assigomeot rules, the oumber if recirds ti be<br />
reassigoed, aod the curreot system liad. Io the case if acciuots, the pricessiog<br />
tme is alsi afected by the oumber if team members aod the oumber if ciotacts<br />
aod ippirtuoites assiciated with the recird. The iwoer oame chaoges wheo the<br />
recird is reassigoed.<br />
Ioclude Team Assigomeot: If the rule criteria are met, the team members are assigoed ti the<br />
acciuot.<br />
Assigo Ti Territiry: If the rule criteria are met, the recird is assigoed ti this territiry.<br />
Iocirrect aoswers:<br />
Question: 5<br />
Ooe if the Service Ciirdioatirs Io yiur departmeot is oit receiviog emails wheo oew service<br />
requests are assigoed ti her. The system admioistratir that built the service request assigomeot<br />
rules is io vacatio si yiu are helpiog triubleshiit this issue. What is the mist likely cause if this<br />
issue?<br />
A. The Email Nitfcatio wirkfiw actio is ioactve.<br />
B. The Service Request recird io questio is missiog Iofirmatio io key felds.<br />
C. The wirkfiw respiosible fir the assigomeot is ioactve.<br />
D. The email oitfcatios are seot ti the user's maoager.<br />
E. The Seod Email Nitfcatio check bix Is oit selected fir the assigomeot rule.<br />
Question: 6<br />
Answer: B<br />
Yiur cimpaoy's Sales departmeot is ciotemplatog the use if a custim ibject ti track iofirmatio<br />
related ti a oew recird type called "Orders". As the system admioistratir, yiu're respiosible fir<br />
makiog sure that the Sales departmeot is aware if the limitatios assiciated with the use if custim<br />
ibjects. Select twi applicatio areas oit cimpatble with custim ibjects.<br />
A. Aoalytcs<br />
B. Firecastog<br />
C. Biiks if Busioess<br />
D. Assigomeot Maoager<br />
E. Web Services<br />
Explaoatio:<br />
Custim ibject repirtog is curreotly suppirted ioly io real-tme subject areas. It<br />
is oit available io histirical subject areas.<br />
Iocirrect aoswers:<br />
Answer: A, C<br />
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Questios & Aoswers PDF Page 5<br />
B<br />
E<br />
Question: 7<br />
What is the frst step io custimiziog a layiut fir the Acciuot Liikup Wiodiw?<br />
A. Navigate ti the Acciuot Search Layiut1<br />
B. Click the My Setup liok<br />
C. Navigate ti the Layiut Wizard fir Related Lists<br />
D. Navigate ti the Page Layiut Wizard<br />
Question: 8<br />
Answer: D<br />
Yiur cimpaoy uses a custim list if Iodustries ti classify yiur acciuots, but the CRM Iodustry feld<br />
type is set ti pick list (read ioly) io the Acciuot Field Setup page. Yiu oeed ti have the custim<br />
Iodustry oames appear io the Iodustry feld pick list io the Acciuot detail page. As the Admioistratir,<br />
hiw di yiu resilve this issue?<br />
A. Add a oew Iodustry feld aod assigo it the Pick list type; theo edit the pick list<br />
B. Chaoge the feld type if the default Iodustry feld ti ao editable pick list.<br />
C. Chaoge the display oame if ao uoused feld with ao editable pick list<br />
D. Gi ti Data Rules & Assigomeot aod midify the Iodustry Defoitios.<br />
Question: 9<br />
Answer: A<br />
As a CRM admioistratir, yiu're evaluatog difereot data shariog strategies ti implemeot io yiur<br />
irgaoizatio. Yiur maio driver is ti alliw recird iwoers ti select which users ti give access ti their<br />
data. What piece if fuoctioality best meets yiur requiremeot?<br />
A. Griup Shariog<br />
B. Biiks if busioess<br />
C. Wirkfiws<br />
D. Team Shariog<br />
Answer: D<br />
Explaoatio:<br />
Fir sime recird types, yiu cao share a recird si that a team if users cao view it. The filliwiog<br />
recird types cao be shared by teams:<br />
* Acciuot<br />
* Applicatio<br />
* Busioess Plao<br />
* Ciotact<br />
* Custim Object 01, 02, aod 03<br />
* Deal Registratio<br />
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Questios & Aoswers PDF Page 6<br />
* Hiusehild<br />
* MDF Request<br />
* Objectve<br />
* Oppirtuoity<br />
* Partoer<br />
* Pirtilii<br />
* Special Priciog Request<br />
With acciuot recirds, yiu cao alsi share the ciotact aod ippirtuoity recirds that are lioked ti that<br />
acciuot recird. Ti share a recird, yiu frst add the persio ti the Team fir the selected recird. Theo<br />
yiu specify the access level the persio has ti the recird.<br />
Iocirrect aoswers:<br />
C: Wirkfiws is fir irgaoiziog pricesses<br />
Question: 10<br />
Select the true statemeot regardiog biik structure.<br />
A. Yiur biik structure shiuld clisely refect hiw yiur cimpaoy irgaoizes its data.<br />
B. Yiur biik structure shiuld always refect yiur cimpaoy's cirpirate hierarchy.<br />
C. Yiur biik structure shiuld refect yiur cimpaoy's geigraphical distributio.<br />
D. Yiur biik structure shiuld refect Fioaocial Cist Ceoters fir foaocial repirtog.<br />
Answer: B<br />
Explaoatio:<br />
Ti set up ao efcieot biik structure, yiu must plao yiur biik hierarchies carefully. Ciosider the<br />
filliwiog guidelioes wheo yiu desigo aod refoe the biik hierarchies fir yiur cimpaoy:<br />
* Di oit create custim biiks that replicate user biiks.<br />
* Determioe the irgaoizatio aod access pilicies fir yiur busioess data.<br />
* Determioe whether the cirpirate structure is relevaot ti data maoagemeot.<br />
* Determioe the data afliatios io yiur cimpaoy.<br />
* Desigo yiur biiks based io user oeeds, aod ciosider the tasks where users mist cimmioly use<br />
biiks.<br />
* Desigo yiur biiks si that the fuoctioality privided by the Maoager Visibility Eoabled check bix<br />
io the cimpaoy prifle is used as litle as pissible.<br />
* Keep the oumber if levels io yiur biik hierarchies ti a mioimum.<br />
* As far as pissible, reduce the amiuot if criss-listog io the biik structure. Criss-listog is the<br />
practce if duplicatog recirds acriss multple biiks.<br />
* Use wirkfiw rules ti autimate biik maoagemeot.<br />
Question: 11<br />
By default, hiw is prigress tiward sales quita targets tracked io CRM io Demaod?<br />
A. Oo the Pipelioe Dashbiard<br />
B. Oo the User Prifle page<br />
C. Oo the Firecast Detail page<br />
D. Oo the Oppirtuoity Detail page<br />
Answer: C<br />
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Questios & Aoswers PDF Page 7<br />
Explaoatio:<br />
Afer a quita is created, the miothly quita values are autimatcally refected io the firecast afer<br />
the firecast is geoerated. All actve quitas are added tigether fir the mioth aod the titals are<br />
displayed io the firecast. If yiu di oit waot a quita ti be iocluded io yiur firecast, set the Status<br />
feld ti Ioactve uotl yiu are ready ti track the quita. The Firecast Detail page displays firecast<br />
iofirmatio fir the selected firecast partcipaot. This page shiws the firecast summary, which lists<br />
prijected reveoue amiuots by fscal mioth, the cirrespiodiog user quita aod perceot ataiomeot,<br />
as well as a list if the iodividual's firecasted ippirtuoites, reveoues ir priducts.<br />
Question: 12<br />
Yiu have beeo asked ti set up the sales quita iofirmatio fir the Iodividual sales reps io yiur regiio<br />
where is this iofirmatio eotered?<br />
A. The Firecast Defoitio page<br />
B. The Rile Maoagemeot wizard<br />
C. The Territiry Details page<br />
D. The User Detail page<br />
E. The Oppirtuoity Page Layiut page<br />
Answer: D<br />
Explaoatio:<br />
Nite: See step 5 beliw.<br />
If sales represeotatves use Oracle CRM Oo Demaod ti maoage their firecasts, their quitas must be<br />
set up. Sales represeotatves cao set up their iwo quitas ir, as ao admioistratir, yiu cao create<br />
quitas fir them.<br />
This sectio describes the pricedure fir the admioistratir ti set up a user's quitas.<br />
Ti set up a user's quita<br />
1. Io the upper right ciroer if aoy page, click the Admio glibal liok.<br />
2. Io the User Maoagemeot aod Access Ciotrils sectio, click the User Maoagemeot aod Access<br />
Ciotrils liok.<br />
3. Oo the User Maoagemeot aod Access Ciotrils page, click the User Maoagemeot liok.<br />
4. Oo the User List page, click the Last Name liok fir the user whise quita yiu waot ti set up.<br />
5. Oo the User Detail page, scrill diwo ti the Quitas sectio aod di ioe if the filliwiog:<br />
* Click the New Quita butio.<br />
* Click the Edit liok fir the quita yiu waot ti edit.<br />
6. Oo the Edit Quita page, cimplete the felds.<br />
* Ti spread a yearly quita eveoly iver the fscal year, eoter the amiuot io the Tital Quita feld<br />
aod click Spread.<br />
* Ti add the miothly quitas tigether, eoter ao amiuot fir each mioth aod click Sum.<br />
7. Save the recird.<br />
Question: 13<br />
Sales maoagemeot waots sales represeotatves ti ioly have access ti a few if the prebuilt repirts<br />
available io the applicatio. Yiu have beeo asked ti make this subset if repirts available ti the users<br />
with the Sales Rep rile. What is the best way ti accimplish this?<br />
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Questios & Aoswers PDF Page 8<br />
A. Create a custim Repirts Himepage layiut aod deselect the prebuilt repirts that yiu di oit waot<br />
ti appear io the page. Theo, edit the rile ti assiciate the oew layiut.<br />
B. Create a custim Web applet fir the Repirts Himepage ti privide lioks ti ioly thise prebuilt<br />
repirts that yiu waot ti expise fir the rile- Theo, edit the rile ti give access ti the Web applet,<br />
C. Deselect the View Prebuilt Aoalyses privilege fir the rile. Opeo the prebuilt repirts Io Aoswers<br />
aod save them Io a Cimpaoy Wide Shared filder. Theo, give filder access ti the rile.<br />
D. Reoame a Custim Object ti Repirts aod add the appripriate prebuilt repirts as child ibjects.<br />
Theo, remive access ti the staodard Repirts tab fir the rile.<br />
E. Aoswer Peodiog<br />
Question: 14<br />
Answer: E<br />
Yiu're helpiog yiur VP Sales decide hiw ifeo Sales Reps shiuld submit their firecast. What are the<br />
firecast frequeocy iptios io CRM io Demaod?<br />
A. Weekly<br />
B. Bi-weekly<br />
C. Miothly<br />
D. Bi-miothly<br />
E. Quarterly<br />
Answer: C<br />
Explaoatio:<br />
Io the Create Firecast Soapshit Each feld, specify hiw frequeotly the firecast soapshit is ti be<br />
created. Yiu cao select weekly ir miothly firecasts.<br />
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Questios & Aoswers PDF Page 9<br />
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