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Oracle CRM On Demand Essentials

Question No: 31

Floyd, an Inside Sales Representative in your organization, has complained about his inability to prepare and submit forecast. After some Investigation on the Issue, you find out that he#39;s not receiving the weekly alerts sent to all other forecast participants. What is the possible root cause of this issue?

  1. Floyd hasn#39;t been added to the Forecast book of business

  2. Floyd#39;s role is not included in the forecast.

  3. Floyd must add his name to the forecast participants list.

  4. Floyd does not have any direct reports.

  5. Floyd#39;s profile does not have a quota value to forecast against.

Answer: B

Explanation: Participants in forecast generation are chosen by role. Your company#39;s reporting structure, and the roles you choose for the forecast participants must be set up so that the participants roll up to one top-level user. Typically this top-level user is a company vice-president or chief executive officer (CEO).

Add the roles for those users who are to participate in the forecast to the Forecasting Roles area.

Reference: Oracle CRM On Demand Online Help, Setting Up Forecast Generation

Question No: 32

Which data access control mechanism determines whether users can see a record type in the drop down list in the Search box?

  1. The record type access setting in the role is Can Create for the record type.

  2. The record type access setting in the role is Can Read All Records for the record type.

  3. The record type access setting in the role is Has Access for the record type,

  4. The default Access Profile is at least Read/Create for the record type.

  5. The owner Access Profile is at least Read/Create for the record type.

Answer: C

Explanation: Has Access. When the Has Access check box of the Role Management Wizard is selected for a

primary record type on a role, users who have the role can access records of that record type. If the Has Access check box is not selected for a record type on a role, users who have the role are denied all forms of access to the record type. For example, if the Has Access check box is not selected for the Account record type on a role, all forms of access to the Account record type, including related applets, search capabilities, and other access to the Account record type, are denied to users who have the role. Then the following can occur:

  • If a user who does not have access to the Account record type attempts to associate an opportunity with an account record, the operation fails.

  • If a user who does not have access to the Account record type sees an opportunity that is already linked to an account, the user is not able to view any details of the linked account record.

Reference: Oracle CRM On Demand Online Help, About Record Type Access in Roles

Question No: 33

You should enable the book selector for the company if you want users to be able to:

  1. Limit search queries to the records in particular book of business

  2. Be added to a book of business as a book user

  3. Create their own book of business hierarchies

  4. Delegate their record access to another user

Answer: A

Explanation: If the Book selector is enabled for the company, the Book selector field appears in targeted searches and advanced searches, in the title bar of list pages, and in the Reports Homepage. The Book selector is used to limit a targeted search to a custom book or a user book that can contain the record that the user wants to find.

Reference: Oracle CRM On Demand Online Help, Books in the Book Selector

Question No: 34

You have already used your limit of 35 custom fields with the field type of Check box For Accounts. How can you add more?

  1. You can delete fields from other record types, such as Contacts.

  2. You cannot add any more.

  3. You can move some fields off your page layout.

  4. You can request more space for data storage.

Answer: B Explanation:

Note: the list showing the maximum number of custom fields which can be created for each record type.

Record TypeCheck BoxCurrencyDateDate/Time Integer Multiselect Picklist Account 35 80 25 25 35 10

Contact 35 2525 25 35 10 Etc.

Question No: 35

Update Values action is only available when using which workflow rule trigger event?

  1. Before Modified Record Saved

  2. Record Deleted

  3. Modified Record Saved

  4. New Record Saved

Answer: A

Explanation: The trigger Event #39;Before modified record saved#39; has the (only) action Update Values.

Reference: Oracle CRM On Demand Online Help, Trigger Events and Actions on Workflow Rules

Question No: 36

One of your users does not see the Campaigns tab when accessing CRM on Demand. You have confirmed that Campaigns is one of the available tabs for the user#39;s role and that the role does give access to that record type.

Why can he not see the Campaigns tab?

  1. The user has read-only default access to campaign records.

  2. The user has no active campaigns.

  3. The user has read/create owner access to campaign records.

  4. The user needs to move the tab to the selected tabs box in his personal tab layout.

Answer: D

Explanation: See step 4 below.

To change your tab order (or adding tabs)

1 In the upper-right corner of any page, click the My Setup global link. 2 In the Layout Personalization section, click the Personal Layout link. 3 In the Personal Tab Layout section, click the Tab Layout link.

  1. In the Available Tabs box, select the tab you want to add, and then click the right arrow button to move it from the Available Tabs box to the Selected Tabs box.

  2. In the Selected Tabs area, select one tab at a time and use the up arrow button or down arrow button to

move the tab until it appears in the order you want. 6 Save the record.

NOTE: The tabs across the top of your pages provide the starting point for managing your data. The role your administrator assigns to you determines what tabs are available to you and the order in which they initially appear.

You can personalize your tabs only if the Personalize Tabs privilege is enabled for your role.

Reference: Oracle CRM On Demand Online Help, Displaying Your Tabs

Question No: 37

Which option does the Default Access Profile associated with a role apply?

  1. A record owned by a user with the role IP

  2. Team members added by a user with the role

  3. A record not owned by a user with the role

  4. Group members of a user with the role

Answer: C

Explanation: 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: 38

If a user does NOT have the All Fields In Search and Lists privilege enabled for her role, what will she see when she creates a new list of Accounts?

  1. Only the fields available on her Account Detail page layout

  2. All fields available for Accounts, but no fields for other record types

  3. Only those fields that she specified in her Personal Layout page

  4. Only the Account fields that have values entered in them on the accounts that she owns

  5. Only the Account fields that have values entered in them on any of the accounts in the system

Answer: A

Question No: 39

You have set up Product records for your company and selected the Orderable check box for all of them. On which two pages can the Product List be made available so that users can select a product?

  1. Lead Details page

  2. Forecast Details page

  3. Asset Detail page

  4. Opportunity Product Revenue Detail page

  5. Product Category administration page

Answer: C,D

Question No: 40

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?

  1. quot;Custom Web Tabsquot; under quot;Application Customizationquot;

  2. quot;Global Web Appletsquot; under quot;Application Customizationquot;

  3. quot;Personal Layoutquot; under quot;My Setupquot;

  4. quot;Access Profilesquot; under quot;User Management amp; Access Controlsquot;

  5. quot;Role Managementquot; under quot;User Management amp; Access Controlsquot;

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.

Note:

You can add a role to Oracle CRM On Demand by doing the following: