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Oracle CRM On Demand Essentials

Question No: 11

By default, how is progress toward sales quota targets tracked in CRM on Demand?

  1. On the Pipeline Dashboard

  2. On the User Profile page

  3. On the Forecast Detail page

  4. On the Opportunity Detail page

Answer: B Explanation:

This section describes the procedure for the administrator to set up a user#39;s quotas. To set up a user#39;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.

Reference: Oracle CRM On Demand Online Help, Setting Up Users#39; Sales Quotas

Question No: 12

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

    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#39;s quotas. To set up a user#39;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.

      1. 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.

      1. Save the record.

        Reference: Oracle CRM On Demand Online Help, Setting Up Users#39; Sales Quotas

        Question No: 13

        Bill Williams is a manager of a sales team His role has the Can Read All Records setting enabled for Accounts. His role also gives him read only default access and Read/Edit owner access to accounts.

        Jane Jones is a sales representative who reports to Bill Williams. Her role gives her Read only default access and Read/Edit/Delete owner access to accounts. Jane owns the ACE Industries account record in CRM on Demand. Manager Visibility is enabled.

        Jane changes the owner on the ACE Industries account to Frank Ford, a sales representative who does not report to Bill Williams, but to a sales manager on another team. What kind of access does Bill Williams have to the ACE Industries Record?

        1. Read-Only

        2. Read/Edit/Delete

        3. Read/Edit

        4. Read/Create

        5. No access

    Answer: C

    Explanation: Delegated users gain the primary user’s owner access to the records that the

    primary user owns or has access to through teams or groups. Delegated users do not gain the primary user’s default access to records.

    In this scenario Jane has Read/Edit/Delete owner access. The delegated user (Frank) will get this access. However, Bill Williams will not get any permissions through Manager Visibility.He has only the Read/Edit owner access. Bill Williams will not get further permissions through Manager Visibility either. He is not the manager of Frank Ford.

    Reference: Oracle CRM On Demand Online Help, About User Delegation

    Question No: 14

    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.

    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.

    Reference: Oracle CRM On Demand Online Help, About Sharing and Hiding Prebuilt Reports

    Question No: 15

    You#39;re helping your VP Sales decide how often Sales Reps should submit their forecast. What are the forecast frequency options in CRM on Demand?

    1. Weekly

    2. Bi-weekly

    3. Monthly

    4. Bi-monthly

    5. Quarterly

    Answer: A,C

    Explanation: In the Create Forecast Snapshot Each field, specify how frequently the forecast snapshot is to be created.

    You can select weekly or monthly forecasts.

    Reference: Oracle CRM On Demand Online Help, To set up or update forecast definition

    Question No: 16

    As a Regional Sales Manager, you would like to create a list of all Accounts you access on a daily basis. In the quot;Search Inquot; drop-down list of the quot;New Account Listquot; page, you select quot;All Records I own.quot;

    What records will be returned every time you run this list? Select the three correct answers.

    1. All records you own

    2. All records shared with you by the owner through the team feature

    3. All records you or your subordinates own

    4. All records where you or your subordinates are on the team

    5. All records shared with you through the group assignment feature

    Answer: A,B,E

    Explanation: For single record type searches. In the Search In section, select one of the following

    from the drop-down list.

    *All records I can see. Includes records that you have at least View access to, as defined by your reporting hierarchy, the access level for your role, and the access level for shared records.

    * All records I own.

    Includes only records in the filtered list that:

    /You own (A)

    /Are shared with you by the owner through the Team feature (B)

    /Are shared with you through the group assignment feature (for tasks, accounts, contacts, and opportunities) (E)

    • All records where I am on the team.

    • All records I or my subordinates own.

    • All records where I or my subordinates are on the team

    • My Default Book. Your default setting for the Book selector, as defined by your company administrator.

      Reference: Oracle CRM On Demand Online Help, Using Advanced Search

      Question No: 17

      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.

      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.

    Reference: Oracle CRM On Demand Online Help, About Opportunity Teams

    Question No: 18

    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.

    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.

    Question No: 19

    Which two statements are true about Workflow rules?

    1. You can select only one record type, with up to three trigger events, for each Workflow rule.

    2. You can select only one record type and one trigger event for each Workflow rule.

    3. A Workflow rule must have a Condition so the appropriate records can be identified on which to execute the actions.

    4. Once you save a Workflow rule, you cannot change its record type, trigger event or condition.

    5. Once you save a Workflow rule, you cannot change its record type or trigger event, but you can change its condition.

    Answer: B,E

    Explanation: B: Each workflow rule relates to one record type only. The rule is evaluated for that type of record and the actions are performed

    on that type of record.

    E: *After a rule is created, you cannot change the record type on the rule.

    *The event that triggers the rule. When this event occurs on a record of the specified type, the rule is evaluated. After a rule is created, you cannot change the trigger event on the rule.

    • If you want to define conditions on the workflow rule, click the fx icon in the Workflow Rule Condition section of the Workflow Rule Detail page and use the Siebel Query Language Expression Builder to define the workflow rule condition.

      Reference: Oracle CRM On Demand Online Help, To create a workflow rule

      Question No: 20

      Sales managers want you to build a report that allows them to view revenue totals by product category and industry for each sales representative and select different years to filter the data. Which of the report views described below would best meet their needs?

      1. pie chart view with Owner selected for the chart and fiscal year selected for the legend.

      2. A pivot table view with Owner in the Sections section and Fiscal Year In the Pages

        section.

      3. A table views with Fiscal Year In the first column position and a filter on the owner column

      4. Pivot table view with Fiscal Year in the Sections section and Owner in the Pages section.

      5. A vertical bar chart view with Owner on the vertical axis and Fiscal Year on the horizontal axis.

      Answer: B

      Explanation: We should use a pivot table to be able to show aggregate data.

      We should use Fiscal year in the Section section to be able to select different years to filter the data.

      Note: The Pivot Table view is an interactive view that allows you to rotate the rows, columns, and section headings to obtain different perspectives of the data. Pivot tables are navigable and drillable, and are especially useful for trend reports.

      Note on Pivot Sections: Provides initial filter criteria. For each value in the Section column, a unique pivot table appears, composed of the Columns, Rows, and Measures defined

      in the pivot table.

      Reference: Oracle CRM On Demand Online Help, Showing Results in Pivot Tables

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