1Z0-527 Oracle CRM On Demand Essentials

Duration: 150 minutes
Number of Questions: 78
Passing Score: 62%
View passing score policy
Validated Against:

This exam has been validated against R18

Format: Multiple Choice

Associated Certification Paths

Passing this exam is required to earn these certifications. Select each certification title below to view full requirements.

Oracle CRM On Demand Certified Implementation Specialist

OPN Certified Specialist
Exam Preparation
Training Increases Your Chance of Passing
Complete Recommended Training

Complete the training below to prepare for your exam (optional):

Oracle CRM On Demand Administration Essentials

Additional Preparation and Information

A combination of Oracle training and hands-on experience (attained via labs and/or field experience) provides the best preparation for passing the exam.
Oracle CRM On Demand Data Import Workshop
Oracle CRM On Demand Advanced Analytics Workshop
Oracle CRM On Demand Webinar: Build Your Own Reports: 1 Control Visibility to Report Data
Oracle CRM On Demand Webinar: Build Your Own Reports: 2 Create List Reports
Oracle CRM On Demand Webinar: Build Your Own Reports: 3 Format Custom Reports Ed 1
Oracle CRM On Demand Webinar: Build Your Own Reports: 4 Create Charts for Reports
Oracle CRM On Demand Webinar: Build Your Own Reports: 5 Create Pivot Tables for Reports
Oracle CRM On Demand Webinar: Build Your Own Reports: 6 Control Access to Reports
Resources available to partners only
Training Opportunities for Oracle Partner Network Members
CRM On Demand Implementation Boot Camp
OPN Guided Learning Path: Oracle CRM On Demand Implementation Specialist guided learning path
Training Resources by Exam Topics

Review Exam Topics
PLEASE NOTE: The exam has been updated for Release 18 and new objectives were introduced. The new objectives are marked with an asterisk ‘*’.

Introduction to the Company Administrator Role
Define the role of the Oracle CRM On Demand Administrator
Locate the resources available for Administrators
Navigate to the administration pages in the application

Company Administration
Update the company profile and explain the effects of company default settings
Identify the default settings that can be changed in a user.s personal profile
Define Password and Security Controls
Set up additional languages and currencies
Post a My Homepage alert
Monitor user sign-in and other user activity

Visibility and Access Control
Identify the features that control visibility and data access

Manager Visibility
Define what is meant by a manager visibility structure and explain how it affects data access

Role Setup
Modify access profiles to control specific access rights to records
Copy, edit, and create roles to satisfy business requirements
Define Access for Related Information

User Setup
Create users with the correct roles and reporting assignments
Set up a sales quota for a user
Define Sales Quotas for Users

Books of Business
Describe the Book of Business feature and why you use it
Set up a book of business hierarchy
Give users access to books, and update roles and access profiles
Display and use the Book Selector
Add records to books

Customizing Fields
Document required customizations to fields
Create custom fields and re-label existing fields
Add or change picklist values
Set up cascading picklists
Configure field validation rules
Map lead conversion fields

Customizing Page Layouts
Describe how user roles affect page layouts
Create a static page layout
Create a related information layout
Create a dynamic page layout
Create Search, Homepage, and Lead Conversion layouts
Organize homepage lists
Customize audit trails
Update roles to use the new layouts

Extending the Application
Create a custom Web applet
Create a custom Web tab
Set up a Custom object

Product Administration
Create product categories and product lists
Customize product, asset, revenue, and opportunity product record types
Control which products can be associated with opportunities
Describe the relationship between products and assets
Set up products to enable product revenue forecasting

Forecast Administration
Differentiate among the different forecasting options
Set up a forecast schedule
Add participants to a forecast
Describe the effect of user roles and reporting structure on forecasts
Update and maintain forecasts

Creating Assignment Rules
Use templates to document assignment requirements
Describe how CRM On Demand evaluates assignment rules in an assignment rule group
Create assignment rule groups, rules, and rule criteria
Create territories and assign records to territories
Create account and opportunity teams automatically

Team Sharing
Describe how team record-sharing is used
Define delegated users

Question No : 1
Which three methods can be used to add records to a book of business?

A. Add the book to the Books section on a user’s detail page
B. Batch assign a book to a list of records
C. Create a workflow rule to automatically assign books to a record
D. Use Web Services to add records to a book
E. Add records to the Assigned Records section on the Book Details page

Answer: B,C,D

Explanation: You can assign records to books in the following ways:
* In bulk, using the batch record update functionality (B)
* Records can also be assigned to books using active workflow rules and conditions. (C)
* One record at a time (manually), by selecting the book value on the record Detail page
(no such option in this question ).

Reference: Oracle CRM On Demand Online Help,Assigning Records to Books

Question No : 2
As the request of sales management, you have created a custom Web tab for Sales Representatives in your organization.
What area of the application will you use to grant all Sales Representatives access to the new tab?

A. “Custom Web Tabs” under “Application Customization”
B. “Global Web Applets” under “Application Customization”
C. “Personal Layout” under “My Setup”
D. “Access Profiles” under “User Management & Access Controls”
E. “Role Management” under “User Management & Access Controls”

Answer: E

Explanation:
After you add a custom Web page to Oracle CRM On Demand, you must make it available
to the user role before users can see it.

You can add a role to Oracle CRM On Demand by doing the following:
* Creating a new role
* Copying an existing role, renaming the copy, and then editing the privileges and access rights of the copy

To add a role
1 In the upper right corner of any page, click the Admin global link.
2 In the User Management and Access Controls section, click User Management and

Access Controls.
3 In the Role Management section, click Role Management.
4 In the Role List page, in the Translation Language field, choose your company’s primary language.
5 Do one of the following:
* To create a new role by copying an existing role, click Copy on the role that you want to copy.
* To create a new role that is not based on an existing role, click New Role in the title bar of the page.

Reference: Oracle CRM On Demand Online Help, To display an external Web page in a tab

Question No : 3
What is the first step in customizing a layout for the Account Lookup Window?
A. Navigate to the Account Search Layout1
B. Click the My Setup link
C. Navigate to the Layout Wizard for Related Lists
D. Navigate to the Page Layout Wizard

Answer: D

Explanation: See step 1-5 below.
To create a page layout
1 In the upper right corner of any page, click the Admin global link.
2 Click the Application Customization link.
3 In the Record Type Setup section, click the link for the required record type.
4 In the Page Layout section, click the required Page Layout link.
5 In the Page Layout list, do one of the following:

*Click the Edit link for an existing layout to modify it.
* Click the New Layout button to create a new layout.
* Click the Copy link to copy an existing layout.

The Page Layout Wizard appears to guide you through the process.
Reference: Oracle CRM On Demand Online Help, To create a page layout Sales executives want the Priority field on opportunities to be automatically set to High when users save opportunity records with expected revenue greater than $800,000 to meet this requirement; you create a field validation rule with the Post Default check box selected.

Question No : 4
What will happen if the user selects a Priority value of Medium when they save an opportunity with $850,000 in expected revenue?

A. The Priority will be changed to High when the user clicks the Save button.
B. The record will not save until the Priority value Is changed to High.
C. The Expected Revenue will be changed to $799,999 when the user clicks the Save button.
D. The Priority will remain Medium when the user clicks the Save button.
E. The Priority field will be changed to a null value when the user clicks the Save button.

Answer: A

Explanation:
Note: Post Default. The field is not prepopulated with the specified value when a user creates a new record, but the field takes the specified default value when the record is saved, if:
* The user leaves the field blank,
* The field is hidden from the layout
* A value has not been supplied by the integration tools