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Oracle CRM On Demand Essentials

Question No: 81

You are setting up the forecast definition for your company. Which rule should you keep in mind when selecting participant roles on the Select Forecast Roles step?

  1. You can add only sales roles to the forecast.

  2. If some users with the same role should be forecast participants, while others should not be participants, you have to individually add the users as participants.

  3. There can only be one forecast participant that does not report to another forecast participant.

  4. All forecast participants must have someone listed In the Reports To field on their User Details

Answer: C

Explanation: The forecast participant hierarchy must include managers for everyone except the

person at the top level.

Reference: Oracle CRM On Demand Online Help,Updating the Forecast Definition

Question No: 82

Which two statements are true about Related Information Layouts?

  1. They can be shared across different primary records.

  2. They can be shared by different roles.

  3. They cannot be customized for custom objects.

  4. Inline edit is not available for them.

  5. They can be customized to specify which fields to display and in which order.

Answer: B,E

Explanation: Customizing Related Item Layouts

You can customize page layouts to improve the look-and-feel of Oracle CRM On Demand. The layout functionality for related items allows you to customize a related-list layout for most record types, excluding teams, to show the specified fields. You can select fields from related lists and some parent fields. You can select which fields that you want to appear, and you can specify the order of the fields that meets your business needs (E). However, you cannot select the number of rows that are displayed, and you cannot specify the sort fields.

Before you begin. To perform this procedure, your role must include the customize application privilege (B).

The following procedure describes how to customize the related item layout. To customize the related item layout

Etc.

Reference: Oracle CRM On Demand Online Help,To customize the related item layout

Question No: 83

Select the true statement regarding required fields in layouts.

  1. Required fields must be accessible by all users in all roles across all layouts.

  2. Fields must be specified as required In the Field Setup page, before they are added to a layout.

  3. One role can have a field that Is Required in its layout, and another role can have that same field as Read-Only in its layout.

  4. You cannot have a field validation rule on a required field.

  5. You cannot have a default field value for a required field.

Answer: C

Question No: 84

You are setting up an owner Access Profile and you want to set the access level for the Opportunity related information section on the Account Detail page. One of the access level options is Inherit Primary. What determines the access level for related Opportunity records if you select this option?

  1. The access level set for the Opportunity related information section in the default Access Profile.

  2. The default Account Detail page layout for the company.

  3. The access level set for the Account object.

  4. The access level set for the Opportunity object.

Answer: B

Explanation: The Inherit Primary access level is available for certain one-to-many and many-to-many

related record types only. With the Inherit Primary access level, the behavior of the related records is as follows:

  • Only the related child records that the user is authorized to see are shown in the list of related

    records.

  • Each related record inherits the access level from its own primary record type rather than the access level of the parent record type in the relationship.

Reference: Oracle CRM On Demand Online Help,Access Level Options for Related Record Types

Question No: 85

You are planning the tasks and timeline for an implementation of CRM On Demand. The implementation plan includes tasks for confirming business requirements, configuring and customizing the application, developing reports, importing legacy data, and training administrators and end users. In setting up your timeline, you want to make sure that tasks flow efficiently so that you can meet your target date. At what point in the implementation timeline do you need to define your data import requirements?

  1. As soon as application configuration is done and signed off by the business owners

  2. After training has been completed, to keep the data from being contaminated by training data

  3. Very near the start of the implementation, since this can impact the project timeline, configuration and training

  4. After validation is complete, so that the data is current at go-live

Answer: C

Question No: 86

You are going to set up a book hierarchy to segment data into product lines for your users. Which practice will help you to make sure that book performance is at its best when users start using them to access their records?

  1. Only add records to the lowest level of the book hierarchy.

  2. Create fewer books with more records In them, rather than a lot of books with few records in them.

  3. Spread out the records evenly among the books in the hierarchy.

  4. Give every user a Full access profile when adding them to a book.

  5. Limit the number of users that you add to any book to 10.

Answer: A

Explanation: Book hierarchies that have large numbers of levels, with records at every level, behave in a similar way to the team functionality where manager visibility is enabled. Such hierarchies perform well with small data sets. However, as data volumes grow, books with fewer levels in the hierarchy (or with no hierarchy levels) perform far better than team functionality.

If one level of your book hierarchy provides no additional value to data security or data organization, merge the redundant book and its subbooks. Ask book users if they can typically identify whether a record is in one subbook or another subbook of the same parent book; if they cannot, it indicates that the best option is to collapse the two subbooks into the parent book.

A simple method of reducing the number of levels in a book hierarchy is to prefix subbooks with the name of the parent book. For example, if you have a subbook called North with a parent book called North America, remove the parent book, and rename the subbook as NA – North.

NOTE: Books at the lowest level of a hierarchy are called leaf-node books. Reference: Oracle CRM On Demand Online Help,Hierarchy Levels

Question No: 87

Select two statements that best describe the use of books.

  1. If the requirements of group-record ownership are more complex, you should use books.

  2. To quickly set up data management for territories, replicate user default books.

  3. Create books to segment data according to the organizational units of your business, such as territories or products.

  4. Books are Independent of each other, and should not be organized into hierarchies.

  5. Using books is an excellent way to create an efficient archiving strategy.

Answer: A,C Explanation:

Books are an efficient method of organizing and segregating records, so that users can collaborate without being team members for each record.

Using books to organize your company data makes searches for records faster and more efficient. Books can coexist with groups and teams. If your requirements for providing access to groups of users are straightforward and relatively simple, you can use group assignment. However, if the requirements of group-record ownership are more complex, you are recommended to use books.

Reference: Oracle CRM On Demand Online Help,Book Management

Question No: 88

Which option describes a report that should not contain the record type ID column?

  1. A report that shows all opportunities with their associated expected and closed revenue.

  2. A report that shows total expected and closed revenue summarized by region.

  3. A report that lists all accounts for the west region with their associated opportunities,

  4. A report that shows all contacts in the east region with their associated major accounts.

  5. A report that lists all open service requests for the top 10 accounts

Answer: B

Explanation: No ID column is required for aggregated data being displayed by region.

Question No: 89

You have two sales representatives in your company that currently have the same role. That role does not allow them to convert leads, but it does provide access to lead records. You want to grant one of them the ability to convert leads, but keep the other with the default settings. What is the best way to accomplish this?

  1. Edit the underlying role to include the privilege.

  2. Copy the existing role and edit the copied role to include the Convert Leads privilege.

  3. Copy the existing role and edit the copied role to allow Read/Edit access to lead records,

  4. Copy the existing role and edit the copied role to hide the Leads tab.

Answer: B

Explanation: We need two roles one for each sales representative. Add the Convert Leads privilege to the appropriate role.

Note:

The role settings that allow you to convert leads are as follows: