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Oracle CRM On Demand Essentials

Question No: 61

You are importing Account records. You are basing your duplicate checking on External Unique IDs. Which two statements about your import CSV file are true?

  1. Each record must have data for all of the required fields.

  2. If there is no External Unique ID for a record, but the Account Name and Location data are present, an External Unique ID is created for the record on import.

  3. The required fields do not have to have data as long as the External Unique ID is populated for each record.

  4. the Account Name and Location fields can be the same in numerous records, as long as the External Unique ID field is unique in each record.

  5. the External Unique ID and the combination of the Account Name and Location must be unique for each record.

Answer: A,E

Explanation: Note 1: External Unique ID. Refers to the external ID of the current record to

be imported. The External Unique ID is directly involved in duplicate checking.

If no External IDs exist or you don#39;t map External IDs in your file to the External ID fields in the application, the application determines duplicates by comparing certain fields

Note 2: Your CSV file might have External IDs, which are generated by many software systems. Using External IDs makes importing from external systems easier, where a primary key/foreign key relationship is represented by storing IDs in the related file. If you have External ID codes for each of your records, you can use the Import Assistant to update fields in those records (except the External ID field). If you do not have External ID codes, you can only update those fields that are not used for duplicate checking.

Question No: 62

Select the true statement regarding search layouts for each role.

  1. Administrators can configure a different search layout for each role.

  2. Administrators create only one search layout for every role.

  3. End Users create multiple search layouts for their role.

  4. End Users can create multiple search layouts for roles within their organization.

Answer: A

Explanation: If you search on a single record type, the search results are displayed in a List page, and you can then work with the list of records. The number of fields (columns) displayed in the list is determined by the search layout that your company administrator has defined for your role and the record type.

Reference: Oracle CRM On Demand Online Help, Using the Search Section to Find Records

Question No: 63

Select two possible ways of creating new asset records.

  1. Click the Asset link In the Create box in the Action bar.

  2. Click the New button on the Assets tab

  3. Click the New button on the Assets related Information section on Account Detail page.

  4. Through the Data Import tools.

  5. Click the New button on the Assets related information section on Opportunity Detail page.

Answer: C,D

Explanation: C: To link a product record to an account as an asset 1 Select the account.

For instructions on selecting accounts, see Finding Records (on page 40).

2 On the Account Detail page, scroll to the Assets section, and do one of the following:

  • To create an asset, click New.

    By default, the creator of the asset is the owner of the asset.

  • To update asset information, click the Edit link next to the existing asset. 3 On the Asset Edit page, enter the required information.

    D: Import and Export Tools

    You can import data from comma-separated value (CSV) files to automatically create records in Oracle CRM On Demand. This table describes what types of records you can create by importing data and how many records you can import each time you run the import process:

    Record Type Record Limit for Each Import Account 30000

    Account Team 50000

    Appointment 30000

    Appointment Contact 50000

    Appointment User 50000

    *** Asset 80000

    Reference: Oracle CRM On Demand Online Help, To link a product record to an account as an asset, Import and Export Tools

    Question No: 64

    You are about to activate a new Opportunity Assignment rule group that you just configured. Which statement is true about assignment rule activation?

    1. You should always activate new rule groups at the beginning of the work day so the day#39;s new records are assigned property.

    2. A newly activated rule group does not go into effect until after a server process that runs daily is completed.

    3. When you activate a rule group, the previous rule group no longer functions and the new group is not in effect until the next day.

    4. When you activate a rule group, the previous rule group is automatically deleted and can no longer be viewed.

    5. A newly activated rule group goes into effect immediately.

    Answer: B

    Explanation: To edit, activate, or inactivate a rule group

    ->In the upper-right corner of any page, click the Admin global link.

    ->In the Business Process Management section, click the Data Rules amp; Assignment link.

    ->In the Assignment Rules section, click the link for the type of assignment rules that you want to edit.

    A list of all the rule groups of that type that have been defined for your company to date appears.

    ->Click the Rule Group link that you want to update.

    ->On the Rule Group Detail page, click Edit.

    ->Update the fields, and save the record.

    The changes that you make take effect at midnight Oracle Server time (default), or whenever your assignment rule groups have been set to update. (B, not E, not A)

    CAUTION: When you mark a rule group active, the rule group that was marked active the last time that the rules were released continues to be active until the rules are released again (not C). When the rules are next released, the rule group that was most recently marked active becomes active. When you mark a rule group active, do not delete the previously active rule group until after the rules have been released (not D)

    Note: Only one rule group can be active at a time. If you specify a new rule group as active, the previously-activated rule group becomes inactive.

    Reference: Oracle CRM On Demand Online Help, To edit, activate, or inactivate a rule group

    Question No: 65

    Which two statements are true about manager visibility?

    1. It is best for one-time or short-term access needs.

    2. It is best for companies with l00 or fewer users.

    3. It can be enabled for selected user groups.

    4. It can only be enabled for the entire company.

    Answer: A,D

    Explanation: A: There is an overhead involved in having manager visibility enabled. When you are designing your book hierarchies, base your designs on the following principles:

  • The functionality provided by the Manager Visibility Enabled check box on the company profile is used as little as possible.

    The Manager Visibility Enabled option allows managers to access the records of the users who report to them, and allows users to include data in subbooks in their searches.

    D (not C): The Manager Visibility Enabled option on the Company Profile page.

    Note: Manager Visibility – Allows you to see your own data, plus data directly owned by your subordinates. (This is the default setting.)

    Manager Visibility Enabled: Select this option to allow managers to see the records of the users who report to them directly or indirectly. A user#39;s

    manager is determined by the Reports To field on the User Detail page.

    Reference: Oracle CRM On Demand Online Help, To update your personal details

    Question No: 66

    You are an administrator for CRM on Demand. You notice that there are separate field setup pages for Asset, Product, and Revenue. You navigate to the Product Field Setup page and create a new field. To which page layout can you add this new Product field?

    1. The Opportunity Product Revenue Detail page

    2. The Asset Details page

    3. the Lead Product Interest page

    4. the Product Category administration page

    5. the Product Details administration page

    Answer: E

    Explanation: Use the Product Edit page to define and manage your company#39;s list of products. The Product Edit page shows the complete set of fields for a product.

    You can also edit products on the Product Detail page. Reference: Oracle CRM On Demand Online Help,Product Fields

    Question No: 67

    How does an administrator give users the option to add a section to their homepages, but not have it appear by default?

    1. Through the All Sections box

    2. Through the Available Sections box

    3. Through the Lists Available box

    4. Through the my Setup page

    Answer: B

    Explanation: See step 5 below. To change your Homepage Layout

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

    1. In the Personal Layout page, click the Homepage Layout that you wish to modify in the Personal

      Homepage Layout section (for example My Homepage Layout).

    2. Select the information you want to appear on the home page that you selected.

    3. Select the section that you want to display on your Homepage under Available Sections. 6 Move the section to the Left Side or Right Side sections using the arrows.

    1. You can also move the section up or down on the Homepage by using the up or down arrow.

    2. Save the record.

    Note: If your user role includes the Personalize Homepages privilege, you can add and remove sections from your Homepage layouts (My Homepage, Account Homepage, Contact Homepage, Lead Homepage, Opportunity Homepage, and Service Request Homepage). Your company administrator configures the Homepage layouts that you see by default.

    Reference: Oracle CRM On Demand Online Help,To change your Homepage Layout

    Question No: 68

    You created a Service Request Analysis dashboard with four reports. Each report was built using the Service Request History subject area and contains both the Fiscal Quarter field and the Industry field. Two of the reports contains the Owner and Region fields and one contains the Product Name field. Identify which option describes the best components of a dashboard prompt that would filter all reports on the dashboard.

    1. Subject Area: Account History subject area Fields; Fiscal Quarter and Industry with an quot;Is Promptedquot; filter on the Fiscal Quarter and Industry columns in each report

    2. Subject Area: Service Request History Fields: Fiscal Quarter and Industry with an quot;Is LIKEquot; filter on the Fiscal Quarter and Industry columns in each report

    3. Subject Area: Service Request History

      Fields: Fiscal Quarter, Industry, Owner, Region, and Product Name with an #39;Is Prompted#39; filter on the Fiscal Quarter, Industry, Owner, Region, and Product Name columns in each report

    4. Subject Area: Service Request History Fields: Fiscal Quarter and Industry with an is Prompted filter on the Fiscal Quarter and Industry columns in each report

    5. Subject Area Service Requests Fields: Owner and Region with an #39;Is Prompted#39; filter on the Owner and Region columns in each report

    Answer: D

    Explanation: All reports include both the Fiscal Quarter field and the Industry field. So we can make a #39;Is Prompted#39; filter on these two columns.

    Question No: 69

    You created a Service Request Analysis dashboard with four reports. Each report was built using the Service Request History subject area and contains both the both the Fiscal Quarter field and The Industry fields. One report contains the Product Name field. Two of the reports contain the Owner and Region fields.

    Identify which option describes the best components of a dashboard prompt that would filter all reports on the dashboard.

    1. Subject Area: Account History subject area Fields: Fiscal Quarter and Industry

      With an quot;Is Prompted#39; filter on the Fiscal Quarter and Industry columns in each report

    2. Subject Area: Service Request History Fields: Fiscal Quarter and Industry

      With an quot;Is LIKE#39; filter on the Fiscal Quarter and Industry columns in each report

    3. Subject Area: Service Request History

      Fields: Fiscal Quarter, Industry, Owner, Region, and Product name with an #39;Is Prompted#39; filter on the Fiscal Quarter, Industry columns in each report

    4. Subject Area: Service Request History Fields: Fiscal Quarter and Industry

      With an #39;Is Prompted#39; filter on the Fiscal Quarter and Industry column in each report

    5. Subject Area: Service Requests Fields: Owner and Region

    With an #39;Is Prompted#39; filter on the Owner and Region columns in each report

    Answer: D

    Explanation: All reports include both the Fiscal Quarter field and the Industry field. So we can make a #39;Is Prompted#39; filter on these two columns.

    Question No: 70

    Choose two types of fields for which you CANNOT specify validation rules

    1. Pick list

    2. Multi-select pick list

    3. Phone

    4. Web link

    5. Percent

    Answer: B,D

    Explanation: You cannot specify field validation rules for these types of fields:

  • Multi-select picklist fields (B)

  • Web links (D)

    *System fields

  • Internal calculated fields

  • RowID and ID fields

  • Associated fields

  • Fields with User Property set to exclude them.

  • The following attachment fields: Attachment, Attachment: File Name. Attachment: Size (In Bytes)

    Reference: Oracle CRM On Demand Online Help,Restrictions on Specifying Field Validation Rules

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