[Free] 2018(Jan) EnsurePass Pass4sure Oracle 1z0-527 Dumps with VCE and PDF 51-60

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Oracle CRM On Demand Essentials

Question No: 51

Identify two business use cases for Forecasts.

  1. Regulates a process that is often manual and inaccurate

  2. Helps companies to develop sales strategies

  3. Creates business opportunities to generate revenue

  4. Reports accurate and up-to-date information about expected sales

  5. Reports underachieving sales representatives

Answer: B,D Explanation:

Forecasts in Oracle CRM On Demand automate a process that is often manual and sometimes inaccurate.

Forecasts help companies to develop sales strategies. They also help companies to identify future business needs by giving managers accurate and up-to-date information about expected sales and quarterly progress toward sales targets. Individual sales representatives do not have to compile statistics. Instead, they decide when to include a record in their forecasts. The remainder of the process is automatic.

Reference: Oracle CRM On Demand Online Help, Forecasts

Question No: 52

You have a requirement from the Customer Service organization. They want to have two pick list fields on the Service Request record, one for problem area and one for problem cause. They would also like to restrict which fields are shown in the Cause drop-down list based on which value is selected for the Area field. How can you meet this requirement?

  1. Create a field validation rule on the Cause field to restrict the fields that can be selected.

  2. Set up cascading pick lists with the Cause field as the parent pick lists.

  3. Set up cascading pick lists with the Area field as the parent pick list.

  4. Create a workflow rule to restrict the values In the Cause field.

Answer: C

Explanation: Cascading picklists restrict the values of one picklist, the related picklist, based on the value selected in another picklist, the parent picklist. For example, a parent picklist might present a list of service request Categories and drive the value of a related picklist called Sub-Categories. When the user selects, for example, the value Installation for Category, the Sub-Categories picklist is dynamically constrained to show only the picklist values that are associated with the Installation Category.

Reference: Oracle CRM On Demand Online Help, Defining Cascading Picklists

Question No: 53

Currently users can convert leads to accounts, contacts, and opportunities at your company. However, the management team has decided that they no longer want users to be able to convert leads to Accounts, though they should be able to associate the lead to an existing Account record when they convert. Which administration page would you use to make this change?

  1. the lead assignment rules page

  2. the lead conversions mapping page

  3. the lead conversion layout page

  4. the lead page layout page

  5. the account page layout page

Answer: C Explanation:

You can determine which options are available to users on the Convert Lead page by creating lead conversion layouts for the page, and assigning these layouts to user roles.

Reference: Oracle CRM On Demand Online Help, Lead Conversion Administration

Question No: 54

You have been asked to grant a few users access to a new book of business you#39;ve set up. You have also been asked to ensure that each one of these users has the ability to access the list of other users associated to this same book.

  1. Make sure that access to the book user list is set at the company profile level.

  2. Make sure that access to the book user list is set at the user role level.

  3. Make sure that access to the book user list is set at the owner access profile level.

  4. Make sure that access to the book user list is set at the user profile level

  5. Make sure that access to the book user list is set at the default access profile level.

Answer: D

Explanation: For each of these specific users we set their user profile so that they get the proper access.

Question No: 55

You work for a Service Call Center as a CRM on Demand system administrator. The Service Manager would like to start tracking how the certain attributes change throughout the life of the service request. She would also like to track the user name and modification dates associated to these. What CRN on Demand functionality should you use to meet this requirement?

  1. Audit trail

  2. Analytics

  3. Workflow

  4. Dynamic layouts

  5. Custom lists

Answer: A

Explanation: To view the audit trail for a service request 1 Select the service request.

2 On the Service Request Detail page, scroll down to the Audit Trail related information. Each row shows the date the record was updated, who made the update, and the new and old values in the field

Reference: Oracle CRM On Demand Online Help, To view the audit trail for a service request

.

Question No: 56

Your company categorizes its accounts as Premium, First Tier or Second Tier based on various criteria. You created an Account Category pick list field with those values and added it to the Account page layout for all users. The company allows account managers to assign the categories based on their own assessments of their accounts. However, an account should never be designated a Second Tier account if it has $1,000,000 or more in annual revenue.

Some account managers have been incorrectly assigning the Second Tier category to accounts with annual revenues greater than $1,000,000 and you are looking at ways to prevent this. What is the best way to accomplish this using the functionality in CRM on Demand?

  1. Set up a dynamic page layout for Accounts using your custom Account Category field as the driving pick list. Then set a default field value of less than 1,000,000 for the Annual Revenue field for the Second Tier layout.

  2. Set a default field value of less than 1,000,000 for the Annual Revenue field to trigger if the Account Category is Second Tier and select the Post Default check box.

  3. Create a field validation rule on the Account Category field that checks the Annual Revenue field value, and if it is 1,000,000 or greater, then the Account Category field cannot be Second Tier.

  4. Create a workflow rule with a Before Modified Record is saved trigger for the Account Category field. Use an Update Values action and write an expression that updates the category to Premium or First Tier if the annual revenue is 1,000,000 or more.

Answer: C

Explanation: You can use Oracle On Demand Expression Builder (Expression Builder) to create expressions for custom field validation rules.

The following are situations in which you might define custom field validation rules:

  • Enforcing business policy

    Applies to this question. Here we can use an expression lt;=1000000.

  • Enforcing data format.

Reference: Oracle CRM On Demand Online Help, Custom Field Validation Rules

Question No: 57

A sales representative has reported a problem with her data access. She can see the Opportunity related information section on her Account Detail page, where she sees a list of Opportunity records. She should be able to drill into any of those Opportunity records, but the only ones she can open are the ones that she owns. Her default Access Profile gives her Read-Only access to Opportunity related information for Accounts and her owner Access Profile gives her View access. What is the likely problem?

  1. The default Access Profile does not have at least Read/Edit access for Opportunity related information.

  2. The default Access Profile does not have Inherit Primary access for Opportunity related Information.

  3. the Has Access role setting is not selected for Opportunity records.

  4. the Can Read All Records role setting is not selected for Opportunity records.

  5. the Can Read All Records role setting is not selected for Account records.

Answer: B

Explanation: See ** below.

Oracle CRM On Demand then evaluates all the related access levels to determine if the Inherit Primary access level is present in the set of access levels and determines what records to display, as follows:

  • If the Inherit Primary access level is not found:

    / If the most permissive access level is No Access, then the related records are not shown.

    / If the most permissive access level is anything other than No Access, then all related records are

    shown, including records the current user is not authorized to see.

    ** If the Inherit Primary access level is found, and the Can Read All Records check box is selected for the related record type in the current user’s role, then all related records are displayed.

    Reference: Oracle CRM On Demand Online Help, How Access Rights for Displaying Related Record-Type Records are Determined

    Question No: 58

    Select the true statement regarding Page layouts.

    1. Page layouts and End Users Detail Pages are synonymous.

    2. Page layouts are specific to the role but can be applied across different record types

    3. Page layouts can be created by End Users, and then shared with other Users.

    4. Page layouts cannot be applied across different record types.

    Answer: D

    Explanation: There are two methods of customizing page layouts. You can define static page layouts defining specific fields by role, or dynamic page layouts that change based on the type of record being created. Dynamic page layouts can also be assigned by role.

    You can create new layouts for each record type and then assign a page layout for each record type to a user role. When a user with that role signs in, the user then sees any customized layout specific to each record type.

    Note: You can customize page layouts to improve the look-and-feel of Oracle CRM On Demand. The layout functionality for related items allows you to customize a related-list

    layout for most record types, excluding teams, to show the specified fields. You can select fields from related lists and some parent fields. You can select which fields that you want to appear, and you can specify the order of the fields that meets your business needs.

    However, you cannot select the number of rows that are displayed, and you cannot specify the sort fields.

    Reference: Oracle CRM On Demand Online Help, Customizing Static Page Layouts

    Question No: 59

    Select the true statement regarding a user#39;s access to records.

    1. Adding a user to a book of business negates the role settings for that user.

    2. Books of business and user role settings work together to define a user#39;s access to records.

    3. Adding a user to a book of business can interfere with other assignments of that user to other books.

    4. Assigning a user to a book of business automatically changes a user#39;s role settings.

    Answer: B

    Explanation: The methods for data access include assigning user role privileges, assigning report folders to roles, using analytics visibility settings, using the Book of Business feature, and granting access through user delegation.

    We like to think of the Book of Business feature as an additional filter for users of Oracle CRM On Demand. With the Book of Business feature activated for a company and the Look In selector displayed, a user assigned to one or more books can limit the data returned in a report to a specific book and any subbooks of the selected book.

    Users may have a defaulted book in the Look In selector. The administrator can set this default by updating the Default Analytics Look In Setting field on each user’s profile in Oracle CRM On Demand.

    Question No: 60

    You selected the Held Sales Rep, Regional Manager, and Executive roles when you defined your company forecast.

    Jane is assigned the Field Sales Rep role. She reports to Molly, who is assigned the Sales and Marketing role. What will happen when the company forecast runs?

    1. The forecast will run with lane and Molly#39;s forecasted numbers Included.

    2. The forecast will fail.

    3. The forecast will run without Jane#39;s forecasted numbers included.

    4. The forecast will run without Molly#39;s forecasted numbers included.

    5. The forecast will run automatically and the Primary Contact will receive an email saying that there is a potential issue.

    Answer: B

    Explanation: In the Reporting Structure Jane (Field Sales Rep) must roll up to the Executive. Here Jane reports to Molly (Sales and Marketing role), but Molly does not report to you (the Executive).

    The Forecast will therefore fail.

    Reference: Oracle CRM On Demand Online Help, Examples of Reporting Structures and Roles for Forecasting

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