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Oracle CRM On Demand Essentials

Question No: 91

What happens if you do not map data in your import file to the Owner field when importing Account records using the import tool In the application?

  1. The entire import fails and none of the records are imported.

  2. The records are imported, but Owner field is left blank.

  3. The records are imported with your name shown In the Owner field.

  4. The import tool stops you at the Field Mappings Validation step and does not let you start the Import.

Answer: C

Explanation: The import will set the importing user ( e.g. you ) as the The import will set the importing user imported objects.

Question No: 92

Sales Managers want to be sure that all opportunities entered with a sales stage of Short

List, Selected, or Negotiation appear on the forecast. Which two options represent a way to accomplish this requirement in CRM on Demand?

  1. Add a Field Validation rule to the Sales Stage field for the Forecast record type.

  2. Make the Forecast checkbox field a required field for the Forecast record type.

  3. Add a Field Validation rule to the Forecast checkbox field for the Opportunity record type.

  4. Make the Sales Stage field a required field for the Opportunity record type.

  5. Add a Held Validation rule to the Short List, Selected, and Negotiation field values in the Forecast record type.

  6. Edit the Short List, Selected, and Negotiation sales stages in your active sales processes to include the Forecast field In the Additional Required Fields section with a Default Value of Yes.

Answer: C,F

Explanation: F: To make a field required for this sales stage: a In the Additional Required Fields title bar, click New.

b On the Edit Additional Required Field page, select the field from the list.

c Review the tips for entering default values that appear onscreen, and then enter the value you want to have as the default (optional).

When you enter a default value, the default value is added to the record only if that field is blank. For example, if the record already has a Revenue value, specifying a default value for

Revenue here will not cause the revenue amount already saved in the record to be overwritten.

d Save the record.

Reference: Oracle CRM On Demand Online Help,To set up the coaching feature for the sales stages

Question No: 93

The management team wants to determine when customers who purchased the Phoenix 2000 product were last contacted, including those contacted today. You have decided to build this report using a base report to filter the results of a second report. Which option represents the best way to build this report?

  1. Use Analytics subject areas for both reports. Include the same columns in both reports.

  2. Use a Multi-Fact subject area for at least one of the reports. Include a CASE statement in the base report.

  3. Use Reporting subject areas for both reports. Include one column in the second report from the base report.

  4. Use Simple subject areas for at least one of the reports. Include a combined analysis in the second report.

  5. Use Historical subject areas for both reports.

    Include one metric column in the second report from the base report.

  6. Use Real-Time subject areas for both reports. Include a nested report in the second report.

Answer: C

Explanation: Note: Subject areas represent information pertinent to a particular area of the business, or the reporting and analysis needs of a particular audience. Subject area names correspond to the type of information that they contain, such as dimension objects (record types) and fact metrics, which the business users want to analyze.

Subject area names organize and categorize this information in various folders.

Question No: 94

Identify which two reports: requirements would be best presented using a dashboard, rather than a single report?

  1. Service managers want to see a quick summary of their business.

  2. Account Managers want to know how many accounts have more than $100,000 in expected revenue.

  3. Sales managers want to see top ten accounts, top ten service reps, and top ten products at a glance.

  4. Executives want to create an opportunity pipeline summary that is only available to some user roles.

  5. Service managers want to know if more service requests are coming to the service team via the Web than via the phone.

  6. Sales representatives want to see a list of their current open activities at a glance.

Answer: A,C

Explanation: Dashboard is good for displaying overviews and quick summaries. Example of a dashboard:

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Note: Dashboards can display saved requests, images, charts, tables, text from Oracle CRM On Demand Answers, and links to Web sites and

documents

Question No: 95

Which three methods can be used to add records to a book of business?

  1. Add the book to the Books section on a user#39;s detail page

  2. Batch assign a book to a list of records

  3. Create a workflow rule to automatically assign books to a record

  4. Use Web Services to add records to a book

  5. 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: 96

    You want to create a report to show accounts associated to the top 10 projects in your company. The Project record type is Custom Object 4. Which is the correct subject area for this report?

    1. Project History

    2. Custom Object 4 and Accounts

    3. Account History

    4. Accounts

    5. Advanced Custom Objects

    Answer: E

    Explanation: Oracle CRM On Demand Answers provides comprehensive support for reporting custom objects. You can report on Custom Objects 1, 2, and 3 and their many-to- many relationship with accounts, contacts, opportunities, and service requests through specially dedicated subject areas. Use the Advanced Custom

    Objects subject area to report the relationship between Custom Objects 4-15 and other prebuilt objects including Custom Objects 1, 2, and 3. However, custom object reporting is currently supported only in real-time subject areas. It is not available in historical subject areas.

    Reference: Custom Objects Reporting

    Question No: 97

    What happens to a current forecast before the next scheduled forecast is created?

    1. It is automatically archived

    2. It is automatically deleted.

    3. It is automatically exported to Excel.

    4. It is automatically submitted.

    5. It becomes an alert on My Homepage.

    Answer: A

    Explanation: An hour before the next scheduled forecast generation, the current forecast is automatically archived, preventing anyone from editing it.

    Reference: Oracle CRM On Demand Online Help,Forecasts

    Question No: 98

    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.

    What will happen if the user selects a Priority value of Medium when they save an opportunity with $850,000 in expected revenue?

    1. The Priority will be changed to High when the user clicks the Save button.

    2. The record will not save until the Priority value Is changed to High.

    3. The Expected Revenue will be changed to $799,999 when the user clicks the Save button.

    4. The Priority will remain Medium when the user clicks the Save button.

    5. 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

    Question No: 99

    Which data access mechanism controls whether or not a user can create a new Opportunity record?

    1. Default access profile

    2. Owner access profile

    3. Page Layout assignment

    4. Action Bar Layout assignment

    5. Record Type Access role setting

    Answer: E

    Explanation: You control access to primary record types for a role. Access to the record type for the role is controlled through three settings:

  • has access

  • can create

  • Can read records

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

    Question No: 100

    Which option describes a dashboard design. For optimal usability?

    1. A dashboard that is no more than 4 columns wide with no more than 4 reports per page

    2. A dashboard that is no more than 2 columns wide with no more than 2 reports per page

    3. A dashboard that is no more than 2 columns wide with no more than 6 reports per page

    4. A dashboard that is no more than 3 columns wide with no more than 6 reports per page

    5. dashboard that is no more than 2 columns wide with no more than 4 reports per page

    Answer: E

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