Oracle CRM On Demand Essentials
Question No: 71
Which two statements are true about the Default Currency setting on the Company Profile page?
It determines the currency for displaying forecast totals.
It allows you to set the conversion rate for all monetary fields in the application.
It removes the ability of users to specify a different currency in their user profile.
It sets the default currency for all reports and analyses.
It determines the currency for all data imported Into CRM on Demand.
Explanation: A: By default, the forecast will be displayed in your native currency (the default currency selected on your user profile or your company#39;s default currency).
The default currency is used as a default for your users. You can activate additional currencies so that users can change the setting for their own use (see Managing Currencies). However, the currency set here determines the default currency used for forecasts, which are company-wide.
D: To allow users to conduct and track business in any currency, you need to activate those currencies. Otherwise, the default currency set up for the company is the only option. If your employees record transactions in other currencies, you also need to set up exchange rates between those currencies and your company#39;s default currency. The application uses the exchange rates when rolling up revenue for reports and forecasting.
Reference: Oracle CRM On Demand Online Help,Managing Currencies
Question No: 72
Which three options determine how many records you can import at one time using the import tools in the application?
Your access profile settings
The record type you are importing
The file size
The file format
Answer: B,C,E Explanation:
C: You can import data from comma-separated value (CSV) files to automatically create records in Oracle CRM On Demand. Each CSV file must be less than 20 MB in size. To reduce the file size, either divide the records into several files, or reduce the data by deleting the columns that you do not want to import. You can view a sample CSV file in Oracle Data Loader On Demand Guide.
B: This table describes what types of records you can create by importing data and how many records you can import each time that you run the import process.
Record Type Record Limit for Each Import
Account Team 50000 etc.
E: To import data, your role must include either the Administration Import privilege or the Marketing Import privilege. The Administration Import privilege lets you import all record types, whereas the Marketing Import privilege lets you import only accounts, contacts, and leads.
If a user wants to import up to 2000 contacts, you must enable the Personal Import privilege for the
user#39;s role. The Personal Import privilege provides greater control over a user#39;s data imports.
Reference: Oracle CRM On Demand Online Help,Import and Export Tools
Question No: 73
A sales manager has access to her team#39;s records through Manager Visibility.
What determines the level of access she has to the Opportunity records owned by her team members?
The team members’ owner access profiles.
The manager#39;s owner access profile.
The team members#39; default access profiles.
The manager#39;s default access profile.
The manager#39;s opportunity team assignment level.
Answer: D Explanation:
Default Access Profile
The default access profile on a role controls the access rights of a user to records that are not owned by that user, but are visible to the user because the Can Read All Records option is selected for the relevant record type in the record-type access settings on the user’s role.
Reference: Oracle CRM On Demand Online Help,Default Access Profile
Question No: 74
The vice President of Sales at your company would like to add cost information in CRM on Demand for oil products sold by your company. She would like to make sure that Sales Representatives can refer to the product details to help them make an educated pricing decision.
What part of the application will you start with to meet this requirement?
Access Profiles under User Management amp; Access Controls.
Product list under Content Management.
Product Field Setup under Application Customization
Product Page Layout under Application Customization.
Opportunity Page Layout under Application Customization.
Explanation: We will add the appropriate Custom Product Entity field to Product Entity through:
Admin | Application Customization | Product | Product Field Setup
Question No: 75
You are an administrator and you will be Importing test data loads. You will be importing other users activities (Task and Appointment records), and you want to be able to delete them using Batch Delete after you have finished testing and before performing the full data import. How can you make sure you can create a list of the activities after Import?
Put your User Sign in ID in a column labeled Delegated By in your CSV file, and map it to the Delegated By field on import.
Put your User Sign in ID in a column labeled Administrator in your CSV file, and map it to the Administrator field on import.
Put your User Sign in ID in a column labeled Reports To, and map it to the Reports To field on import.
Import the activities as usual, but select quot;All records I can seequot; for the search criteria when creating the list.
Explanation: The Delegated By field designates the user who created the task and then assigned it to another owner. This field is automatically populated when it has been assigned to another owner.
Reference: Oracle CRM On Demand Online Help,Activity Fields
Question No: 76
You have a list of Opportunity records that you want to import so that they are associated to the right Contact records in the application. How do you do that?
Import the Opportunity records, and then perform an Opportunity Contact Role import,
Include a column for the Contact External Unique IDs In your CSV file and map it to the Contact ID field when you import the opportunities.
Import the Opportunity records, and then perform a Contact import to associate the appropriate opportunities.
Use Opportunity Assignment Rules to assign the appropriate contacts to the opportunities after import.
Explanation: If External IDs exist and you have mapped them during the import process, the application uses them to determine if a record is a duplicate. When importing other record types, you can use those External IDs as references so that the associations are carried over to Oracle CRM On Demand.
For example, if you have an account_id column in your account.csv file, you want to map it to the External Unique ID. When importing contacts, if your contacts.csv file contains a contact_id column (the unique ID for the contact) and an account_id column (a reference to the IDs in the account.csv file), you should map the contact_id to External Unique ID and account_id to Account External ID. During the import process, the application checks the account_id field in each contact record to determine the existing account and link the account to the contact.
To update records
->Set up your import CSV file with a column for the External ID codes, or for all of the duplicate checking fields for the record type.
->Make sure that the External ID codes or the duplicate checking field values are exactly the same as the values for the existing records. If you are using External ID codes, each one must be unique in the system for the update to work.
->Include at least all required fields in your import CSV file.
->Select the Overwrite Existing Records option in Step 1 of the import assistant.
->Make sure that you map the External ID field or all of the duplicate checking fields in the Field Mapping step of the import assistant.
->Complete all of the import assistant steps to import the data.
Reference: Oracle CRM On Demand Online Help,About Record Duplicates and External IDs
Question No: 77
Your company has 2,000 quot;Premier” accounts currently distributed across several territories organized by books of business. The Sales Management group would like to create a new
territory book called quot;Premier.quot; Their main business requirement is to give Sales Representatives access to Premier accounts both via their original territories and via the new quot;Premierquot; territory.
To meet this business requirement, you decide to run a list of Premier Accounts and use the batch assignment functionality in CRM OD.
Select the best book batch assignment option to meet the above requirement.
Explanation: The following procedure describes how to batch assign records to books. To batch assign records to books
1 In the list window, click the Menu button on the title bar, then click Batch Assign Book. 2 In the Batch Assign Book window, click the selector button beside the Target Book box then, in the Book
lookup, choose the book to which you want to assign records. 3 Choose an Assignment Option for the records in the list.
The following table describes the Assignment Options that you can select. B: Add:
Adds the Target Book to all records. This assignment does not affect any previous book assignment for the records.
Reference: Oracle CRM On Demand Online Help,To batch assign records to books
Question No: 78
Which three of actions can be performed using Workflow rules?
Send an email notification when a new account record is created.
Create a task for an opportunity owner if the opportunity revenue changes.
Assign new accounts in the Ohio region to the Midwest book of business.
Enter Phone as the default value in the Source field when a new service request record is created.
Update the Contact Type field value on a contact record if the Account Type changes on the associated account record.
Remove members from an opportunity team.
Explanation: You can create the following types of workflow actions:
(A) Send Email. The Send Email action sends email when the conditions on the workflow rule are met.
(B) Create Task. The Create Task action creates a task when the conditions on the workflow rule are met.
(C) Assign a Book. The Assign a Book action assigns a book to a record when the conditions on the workflow
rule are met.
Create Integration Event. The Create Integration Event action sends an integration event to one or more integration queues when the conditions on the workflow rule are met and a change is detected in at least one of the fields that are tracked by the Create Integration Event action.
Update Field After Wait. The Update Field After Wait action updates a field on the record that triggered the workflow rule. The action is performed at the end of the wait period defined in one or more Wait actions that precede the Update Field After Wait action on the workflow rule.
Update Values. The Update Values action updates fields when a record is changed, without losing the information about the original change (that is, information about when the record was changed, by whom, and what data was changed).
Wait. The Wait action causes Oracle CRM On Demand to delay the execution of other (following) actions on a workflow rule until a period has passed, or a certain date and time have been reached.
Reference: Oracle CRM On Demand Online Help,About Workflow Actions
Question No: 79
Select the true statement regarding the creation of a custom field.
It can take 30-60 minutes for the new field display names to appear in reports and analytics
After you create a custom field. It automatically appears on the page layout for that record type.
Custom fields added for leads are automatically carried over to opportunities when leads are converted to opportunities.
Custom fields can be deleted from the database if reporting queries demonstrate that they were never utilized or populated with data.
Explanation: To use terminology that is familiar to your employees, you can change field names. For example, you can change the Account Name field label to Company Name. Note that it can take 30-60 minutes for the new field display names to appear in reports and analytics.
Reference: Oracle CRM On Demand Online Help,Renaming Fields
Question No: 80
Sales managers wanted a report to analyze all sales activities performed in the last 30 days and want to have the report available so they can run it every month. Which of the following represents the correct?
CAST (TIMESTAMPDIFF (SQL._TSI_DAY, 30, CURRENT_DATE) as date.
TIMESTAMPADD (SQL_TSI_DAY, -30, CURRENT_DATE)
CAST (TIMESTAMPDIFF (SQL_TSI_DAY, -30, NOW ( )) as timestamp)
CAST (TIMESTAMPADD (SQL TSI_DAY, -30, CURRENT_DATE) as date.
TIMESTAMPADD (SQL_TSI_DAY, -30, CURRENT_DATE) as timestamp
Explanation: The report filter uses the TIMESTAMPDIFF function to limit the number of days between lead
creation and the last data refresh. The NOW() function is used to get the current timestamp.
Note 1:The TimestampDiff function returns the total number of specified intervals between two timestamps.
For example, SQL_TSI_DAY corresponds to the day component and SQL_TSI_MONTH corresponds to the month component.
TimestampDiff (interval, timestamp_expression1, timestamp_expression2)
interval The specified interval. Valid values are: SQL_TSI_SECOND
SQL_TSI_MINUTE SQL_TSI_HOUR SQL_TSI_DAY SQL_TSI_WEEK SQL_TSI_MONTH SQL_TSI_QUARTER SQL_TSI_YEAR
timestamp_expression1 The timestamp to subtract from the second timestamp. timestamp_expression2 The second timestamp. timestamp_expression1 is subtracted from this timestamp to determine the difference.
The CURRENT_DATE value does not contain a timestamp. Reference: Oracle CRM On Demand Online Help,TimeStampDiff
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