Download Oracle.1z0-527.Prep4Sure.2019-05-01.86q.vcex

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Exam Oracle CRM On Demand Essentials
Number 1z0-527
File Name Oracle.1z0-527.Prep4Sure.2019-05-01.86q.vcex
Size 390 KB
Posted May 01, 2019
Download Oracle.1z0-527.Prep4Sure.2019-05-01.86q.vcex

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Demo Questions

Question 1

You have a requirement to set up an Expenses object. This object will be used often by marketing and sales users and you need to create a set of lists to appear on their Expenses home pages. The marketing users will want lists that search on an Expense Category pick list field and the sales users will want lists that search on an Expense Date field. You decided you will use a Custom Object for the Expenses object. What recommended best practice should you keep in mind when setting up the fields for the new Expenses object?


  1. Create a new Expense Date field with a Field Type of Date/Time so that your lists can query correctly for different locales.
  2. Select the Required check boxes at the field level for both the Expense Date and Expense Category fields so all users have to fill in these values.
  3. Rename indexed fields to use for the Expense Date and Expense Category fields so your lists run faster.
  4. Deselect the copy enabled check box for the expense date and expense category fields so your lists run faster.
Correct answer: C
Explanation:
Two indexes, one for the Expanse Data field and one for the Expense Category field, will make both type of searches faster.
Two indexes, one for the Expanse Data field and one for the Expense Category field, will make both type of searches faster.



Question 2

Once a forecast is set up, it typically does not need to be updated unless certain events take place which two events may require an update of the forecast definition?


  1. Creating a new forecast report In Analytics
  2. Creating a new access profile for a role including in the forecast
  3. Deactivating employees with the roles Included In the forecast
  4. Changing the expiration date of the forecast alert message
  5. Changing the reporting structure
Correct answer: CE
Explanation:
You must update your forecast definition settings after you make the following changes to user records:Changing the name in the Reports To field in a participant's user details. Deactivating users who are participants in the forecast hierarchy. (C) Adding or removing employees from the roles included in the forecast. (implies E)
You must update your forecast definition settings after you make the following changes to user records:
Changing the name in the Reports To field in a participant's user details. 
  • Deactivating users who are participants in the forecast hierarchy. (C) 
  • Adding or removing employees from the roles included in the forecast. (implies E)



Question 3

A company wants to implement a policy that employees should only use the CRM on Demand application when they are in the company office. What is the best way to implement this policy in the application?


  1. Navigate to the Company Profile page and change the company Authentication Type to Single-Sign on Only.
  2. Monitor the Sign-In Audit to identify users that do not conform to the policy and Inactivate their user credentials.
  3. Use the Company Administration > Security Settings page to enter the specific IP address ranges for the company network.
  4. Change the sign-in page for user authentications to a page behind the company firewall.
Correct answer: C
Explanation:
The Restricting Use to IP Addresses feature allows your company to restrict access to the system to specific IP address ranges. You can use this feature to ensure that your users only access the system from specific network locations, such as your office. If this feature is enabled, your users can only sign in to the application from machines that have IP addresses within the range you specified.
The Restricting Use to IP Addresses feature allows your company to restrict access to the system to specific IP address ranges. You can use this feature to ensure that your users only access the system from specific network locations, such as your office. If this feature is enabled, your users can only sign in to the application from machines that have IP addresses within the range you specified.



Question 4

You created an Account Assignment Rule and added users to the Team Assignment section on the Rule Detail page. When the rule is triggered and an Account record is assigned, which two actions occur?


  1. All users on the team are given the same access level as the assigned record owner to the Account, and Its related Contact and Opportunity records.
  2. All users on the team are also assigned to the territory specified in the Assign To Territory field for the rule.
  3. Unless you selected the Include Team Assignment check box for the rule, no users are assigned to the team.
  4. Only the users that meet the rule criteria are assigned to the team.
  5. Each user on the team is given the specified access level to the Account, and its related Contact and Opportunity records.
Correct answer: CE
Explanation:
C: Field "Include Team Assignment"Description: "If the rule criteria are met, the team members are assigned to the account."
C: Field "Include Team Assignment"
Description: "If the rule criteria are met, the team members are assigned to the account."



Question 5

Your company uses a custom list of Industries to classify your accounts, but the CRM Industry field type is set to pick list (read only) on the Account Field Setup page. You need to have the custom Industry names appear in the Industry field pick list on the Account detail page. As the Administrator, how do you resolve this issue?


  1. Add a new Industry field and assign it the Pick list type; then edit the pick list
  2. Change the field type of the default Industry field to an editable pick list.
  3. Change the display name of an unused field with an editable pick list
  4. Go to Data Rules & Assignment and modify the Industry Definitions.
Correct answer: D
Explanation:
To customize your company's industry list 1 In the upper right corner of any page, click the Admin global link. 2 In the Business Process Management section, click the Data Rules & Assignment link. 3 In the Industry Definition section, click the Industry Definition link. 4 From the Translation Language drop-down list, select your company's primary language. 5 On the Industry Edit page, fill in the information. 6 To manually enter the translated equivalent of the new industry:a) From the Translation Language drop-down list, select the language. b) Enter the translated equivalent in the Display Name field and click Save. 7 Save the record.
To customize your company's industry list 
1 In the upper right corner of any page, click the Admin global link. 
2 In the Business Process Management section, click the Data Rules & Assignment link. 
3 In the Industry Definition section, click the Industry Definition link. 
4 From the Translation Language drop-down list, select your company's primary language. 
5 On the Industry Edit page, fill in the information. 
6 To manually enter the translated equivalent of the new industry:
a) From the Translation Language drop-down list, select the language. 
b) Enter the translated equivalent in the Display Name field and click Save. 
7 Save the record.



Question 6

As a CRM administrator, you're evaluating different data sharing strategies to implement in your organization. Your main driver is to allow record owners to select which users to give access to their data. What piece of functionality best meets your requirement?


  1. Group Sharing
  2. Books of business
  3. Workflows
  4. Team Sharing
Correct answer: D
Explanation:
For some record types, you can share a record so that a team of users can view it. The following record types can be shared by teams:Account Application Business Plan Contact Custom Object 01, 02, and 03 Deal Registration Household MDF Request Objective Opportunity Partner Portfolio Special Pricing Request With account records, you can also share the contact and opportunity records that are linked to that account record. To share a record, you first add the person to the Team for the selected record. Then you specify the access level the person has to the record.
For some record types, you can share a record so that a team of users can view it. The following record types can be shared by teams:
  • Account 
  • Application 
  • Business Plan 
  • Contact 
  • Custom Object 01, 02, and 03 
  • Deal Registration 
  • Household 
  • MDF Request 
  • Objective 
  • Opportunity 
  • Partner 
  • Portfolio 
  • Special Pricing Request 
With account records, you can also share the contact and opportunity records that are linked to that account record. 
To share a record, you first add the person to the Team for the selected record. Then you specify the access level the person has to the record.



Question 7

You have been asked to set up the sales quota information for the Individual sales reps in your region where is this information entered?


  1. The Forecast Definition page
  2. The Role Management wizard
  3. The Territory Details page
  4. The User Detail page
  5. The Opportunity Page Layout page
Correct answer: D
Explanation:
Note: See step 5 below.If sales representatives use Oracle CRM On Demand to manage their forecasts, their quotas must be set up. Sales representatives can set up their own quotas or, as an administrator, you can create quotas for them. This section describes the procedure for the administrator to set up a user's quotas. To set up a user's quota In the upper right corner of any page, click the Admin global link. In the User Management and Access Controls section, click the User Management and Access Controls link. On the User Management and Access Controls page, click the User Management link. On the User List page, click the Last Name link for the user whose quota you want to set up. On the User Detail page, scroll down to the Quotas section and do one of the following:Click the New Quota button. Click the Edit link for the quota you want to edit. On the Edit Quota page, complete the fields. To spread a yearly quota evenly over the fiscal year, enter the amount in the Total Quota field and click Spread. To add the monthly quotas together, enter an amount for each month and click Sum. Save the record.
Note: See step 5 below.
If sales representatives use Oracle CRM On Demand to manage their forecasts, their quotas must be set up. Sales representatives can set up their own quotas or, as an administrator, you can create quotas for them. 
This section describes the procedure for the administrator to set up a user's quotas. 
To set up a user's quota 
  1. In the upper right corner of any page, click the Admin global link. 
  2. In the User Management and Access Controls section, click the User Management and Access Controls link. 
  3. On the User Management and Access Controls page, click the User Management link. 
  4. On the User List page, click the Last Name link for the user whose quota you want to set up. 
  5. On the User Detail page, scroll down to the Quotas section and do one of the following:
    • Click the New Quota button. 
    • Click the Edit link for the quota you want to edit. 
  6. On the Edit Quota page, complete the fields. 
    • To spread a yearly quota evenly over the fiscal year, enter the amount in the Total Quota field and click Spread. 
    • To add the monthly quotas together, enter an amount for each month and click Sum. 
  7. Save the record.



Question 8

Sales management wants sales representatives to only have access to a few of the prebuilt reports available in the application. You have been asked to make this subset of reports available to the users with the Sales Rep role. What is the best way to accomplish this?


  1. Create a custom Reports Homepage layout and deselect the prebuilt reports that you do not want to appear on the page. Then, edit the role to associate the new layout.
  2. Create a custom Web applet for the Reports Homepage to provide links to only those prebuilt reports that you want to expose for the role- Then, edit the role to give access to the Web applet,
  3. Deselect the View Prebuilt Analyses privilege for the role. Open the prebuilt reports In Answers and save them In a Company Wide Shared folder. Then, give folder access to the role.
  4. Rename a Custom Object to Reports and add the appropriate prebuilt reports as child objects. Then, remove access to the standard Reports tab for the role.
Correct answer: C
Explanation:
To hide specific shared prebuilt reports and display others, clear the Access Analytics Reports - View Prebuilt Analyses privilege. This hides all shared prebuilt reports. Then to share specific prebuilt reports, go to Oracle CRM On Demand Answers, open the report that you want to share, and save it in a shared folder within Company Wide Shared Folder. Configure the shared folder visibility as needed.
To hide specific shared prebuilt reports and display others, clear the Access Analytics Reports - View Prebuilt Analyses privilege. This hides all shared prebuilt reports. Then to share specific prebuilt reports, go to Oracle CRM On Demand Answers, open the report that you want to share, and save it in a shared folder within Company Wide Shared Folder. Configure the shared folder visibility as needed.



Question 9

An account manager needs to be able to have Read only access to the Opportunity records created by the sales team, which are associated to his accounts. However, he reported that while he can see an Opportunity related Information section on his Account Detail page, he sees an Access Denied error instead of a list of Opportunity records. What is the likely problem?


  1. The Has Access role setting Is not selected for Opportunity records.
  2. The default Access Profile does not have at least Read/Edit access for Opportunity related information.
  3. The Can Read All Records role setting Is not selected for Opportunity records.
  4. The default Access Profile does not have Inherit Primary access for Opportunity related Information,
  5. The Can Read All Records role setting is not selected for Account records.
Correct answer: A
Explanation:
To ensure that a user does not have access to opportunities linked to an account, you must ensure that the user is not given access through one or more of the following methods:The user does not have access to the opportunity records from the role settings. (applies here. related to A). The user is not on the opportunity team. The user does not have a subordinate who is on the opportunity team. The user has not been delegated by another user who has access to opportunities. The opportunity is not in a book where the user is a member, or in any of its subbooks. The access level of the record type for the account related opportunity is set to any option except the following: No Access or Inherit Primary.
To ensure that a user does not have access to opportunities linked to an account, you must ensure that the user is not given access through one or more of the following methods:
  • The user does not have access to the opportunity records from the role settings. (applies here. related to A). 
  • The user is not on the opportunity team. 
  • The user does not have a subordinate who is on the opportunity team. 
  • The user has not been delegated by another user who has access to opportunities. 
  • The opportunity is not in a book where the user is a member, or in any of its subbooks. 
  • The access level of the record type for the account related opportunity is set to any option except the following: No Access or Inherit Primary.



Question 10

You have a requirement to set up an Expenses object. This object will be used often by marketing and sales users and you need to create a set of lists to appear on their Expenses home pages. The marketing users will want lists that search on an Expense Category pick list field and the sales users will want lists that search on an Expense Date field. You decided you will use a Custom Object for the Expenses object. What recommended best practice should you keep in mind when setting up the fields for the new Expenses object?


  1. Create a new Expense Date field with a Field Type of Date/Time so that your lists can query correctly for different locales.
  2. Select the Required check boxes at the field level for both the Expense Date and Expense Category fields so all users have to fill in these values.
  3. Rename Indexed fields to use for the Expense Date and Expense Category fields so your lists run faster.
  4. Deselect the Copy Enabled check box for the Expense Date and Expense Category fields so your lists run faster.
Correct answer: C
Explanation:
Two indexes, one for the Expanse Data field and one for the Expense Category field, will make both type of searches faster.
Two indexes, one for the Expanse Data field and one for the Expense Category field, will make both type of searches faster.









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