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Oracle
Oracle CRM On Demand Essentials
1Z0-527 Exam
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Question: 1
You have a requirement to set up an Expenses object. This object will be used ofen by marketnn and
sales users and you need to create a set of lists to appear on their Expenses home panes. The
marketnn users will want lists that search on an Expense Catenory pick list feld and the sales users
will want lists that search on an Expense Date feld. You decided you will use a Custom Object for the
Expenses object. What recommended best practce should you keep in mind when setnn up the
felds for the new Expenses object?
A. Create a new Expense Date feld with a Field Type of Date/Time so that your lists can query
correctly for diferent locales.
B. Select the Required check boxes at the feld level for both the Expense Date and Expense Catenory
felds so all users have to fll in these values.
C. Rename indexed felds to use for the Expense Date and Expense Catenory felds so your lists run
faster.
D. Deselect the copy enabled check box for the expense date and expense catenory felds so your lists
run faster.
Explanatonn
A Date Field is required.
Question: 2
Answer: A
Once a forecast is set up, it typically does not need to be updated unless certain events take place
which two events may require an update of the forecast defniton?
A. Creatnn a new forecast report In Analytcs
B. Creatnn a new access profle for a role includinn in the forecast
C. Deactvatnn employees with the roles Included In the forecast
D. Channinn the expiraton date of the forecast alert messane
E. Channinn the reportnn structure
Answer: B, C
Explanatonn
Afer you set up your forecast defniton, certain channes that you make to user records will
require you to update your forecast defniton setnns.
You must update your forecast defniton setnns afer you make the followinn channes to user
* Addinn or removinn employees from the roles included in the forecast (B). If you add or remove
employees from employees from the roles that are included in the forecast, you must update the
forecast defniton setnns.
* Deactvatnn users who are partcipants in the forecast hierarchy (C). When an employee leaves
your company, you must channe the status for that user to Inactve. If the inactve employee was a
forecast partcipant, the Reports To feld for any forecast users reportnn to that employee must also

e updated, unless you select the opton to allow forecasts for inactve users. If you assinn users to a
new mananer when you make a former mananer inactve, make sure that the new mananer's role is
also included as part of the forecast defniton.
* Channinn the name in the Reports To feld in a partcipant's user details. When you channe the
name in a partcipant's Reports To feld, make sure that the new mananer's role is also included in
the forecast defniton. The forecast partcipant hierarchy must include mananers for everyone except
the person at the top level. If the role assinned to the new mananer is not one that is currently
included in the forecast defniton, add it in Step 3 of the setup wizard.
Question: 3
A company wants to implement a policy that employees should only use the CRM on Demand
applicaton when they are in the company ofce. What is the best way to implement this policy in the
applicaton?
A. Navinate to the Company Profle pane and channe the company Authentcaton Type to Sinnle-Sinn
on Only.
B. Monitor the Sinn-In Audit to identfy users that do not conform to the policy and Inactvate their
user credentals.
C. Use the Company Administraton > Security Setnns pane to enter the specifc IP address rannes
for the company network.
D. Channe the sinn-in pane for user authentcatons to a pane behind the company frewall.
Answer: C
Explanatonn
The Restrictnn Use to IP Addresses feature allows your company to restrict access to the system to
specifc IP address rannes. You can use this feature to ensure that your users only access the system
from specifc network locatons, such as your ofce. If this feature is enabled, your users can only sinn
in to the applicaton from machines that have IP addresses within the ranne you specifed.
Question: 4
You created an Account Assinnment Rule and added users to the Team Assinnment secton on the
Rule Detail pane. When the rule is trinnered and an Account record is assinned, which two actons
occur?
A. All users on the team are niven the same access level as the assinned record owner to the
Account, and Its related Contact and Opportunity records.
B. All users on the team are also assinned to the territory specifed in the Assinn To Territory feld for
the rule.
C. Unless you selected the Include Team Assinnment check box for the rule, no users are assinned to
the team.
D. Only the users that meet the rule criteria are assinned to the team.
E. Each user on the team is niven the specifed access level to the Account, and its related Contact
and Opportunity records.

Answer: A
Explanatonn
Account records are central to how you manane and view your data. As a result, you should enter as
much informaton about accounts as you can.
The Reassinn Account feld indicates that the account should be reassinned. If your company
administrator has set up account assinnment rules, selectnn this feld trinners assinnment
mananer to process the account anain and assinn it accordinn to the rules.
NOTEn The processinn tme for reassinninn records can vary dependinn on the
complexity of your company's assinnment rules, the number of records to be
reassinned, and the current system load. In the case of accounts, the processinn
tme is also afected by the number of team members and the number of contacts
and opportunites associated with the record. The owner name channes when the
record is reassinned.
Include Team Assinnmentn If the rule criteria are met, the team members are assinned to the
account.
Assinn To Territoryn If the rule criteria are met, the record is assinned to this territory.
Incorrect answersn
Question: 5
One of the Service Coordinators In your department is not receivinn emails when new service
requests are assinned to her. The system administrator that built the service request assinnment
rules is on vacaton so you are helpinn troubleshoot this issue. What is the most likely cause of this
issue?
A. The Email Notfcaton workfow acton is inactve.
B. The Service Request record in queston is missinn Informaton in key felds.
C. The workfow responsible for the assinnment is inactve.
D. The email notfcatons are sent to the user's mananer.
E. The Send Email Notfcaton check box Is not selected for the assinnment rule.
Question: 6
Answer: B
Your company's Sales department is contemplatnn the use of a custom object to track informaton
related to a new record type called "Orders". As the system administrator, you're responsible for
makinn sure that the Sales department is aware of the limitatons associated with the use of custom
objects. Select two applicaton areas not compatble with custom objects.
A. Analytcs
B. Forecastnn
C. Books of Business
D. Assinnment Mananer
E. Web Services

Explanatonn
Custom object reportnn is currently supported only in real-tme subject areas. It
is not available in historical subject areas.
Incorrect answersn
B
E
Question: 7
What is the frst step in customizinn a layout for the Account Lookup Window?
A. Navinate to the Account Search Layout1
B. Click the My Setup link
C. Navinate to the Layout Wizard for Related Lists
D. Navinate to the Pane Layout Wizard
Question: 8
Answer: A, C
Answer: D
Your company uses a custom list of Industries to classify your accounts, but the CRM Industry feld
type is set to pick list (read only) on the Account Field Setup pane. You need to have the custom
Industry names appear in the Industry feld pick list on the Account detail pane. As the Administrator,
how do you resolve this issue?
A. Add a new Industry feld and assinn it the Pick list type; then edit the pick list
B. Channe the feld type of the default Industry feld to an editable pick list.
C. Channe the display name of an unused feld with an editable pick list
D. Go to Data Rules & Assinnment and modify the Industry Defnitons.
Question: 9
Answer: A
As a CRM administrator, you're evaluatnn diferent data sharinn stratenies to implement in your
ornanizaton. Your main driver is to allow record owners to select which users to nive access to their
data. What piece of functonality best meets your requirement?
A. Group Sharinn
B. Books of business
C. Workfows
D. Team Sharinn

Answer: D
Explanatonn
For some record types, you can share a record so that a team of users can view it. The followinn
record types can be shared by teamsn
* Account
* Applicaton
* Business Plan
* Contact
* Custom Object 01, 02, and 03
* Deal Renistraton
* Household
* MDF Request
* Objectve
* Opportunity
* Partner
* Portolio
* Special Pricinn Request
With account records, you can also share the contact and opportunity records that are linked to that
account record. To share a record, you frst add the person to the Team for the selected record. Then
you specify the access level the person has to the record.
Incorrect answersn
Cn Workfows is for ornanizinn processes
Question: 10
Select the true statement renardinn book structure.
A. Your book structure should closely refect how your company ornanizes its data.
B. Your book structure should always refect your company's corporate hierarchy.
C. Your book structure should refect your company's neonraphical distributon.
D. Your book structure should refect Financial Cost Centers for fnancial reportnn.
Answer: B
Explanatonn
To set up an efcient book structure, you must plan your book hierarchies carefully. Consider the
followinn nuidelines when you desinn and refne the book hierarchies for your companyn
* Do not create custom books that replicate user books.
* Determine the ornanizaton and access policies for your business data.
* Determine whether the corporate structure is relevant to data mananement.
* Determine the data afliatons in your company.
* Desinn your books based on user needs, and consider the tasks where users most commonly use
books.
* Desinn your books so that the functonality provided by the Mananer Visibility Enabled check box
on the company profle is used as litle as possible.
* Keep the number of levels in your book hierarchies to a minimum.

* As far as possible, reduce the amount of cross-listnn in the book structure. Cross-listnn is the
practce of duplicatnn records across multple books.
* Use workfow rules to automate book mananement.
Question: 11
By default, how is pronress toward sales quota tarnets tracked in CRM on Demand?
A. On the Pipeline Dashboard
B. On the User Profle pane
C. On the Forecast Detail pane
D. On the Opportunity Detail pane
Answer: C
Explanatonn
Afer a quota is created, the monthly quota values are automatcally refected in the forecast afer
the forecast is nenerated. All actve quotas are added tonether for the month and the totals are
displayed in the forecast. If you do not want a quota to be included in your forecast, set the Status
feld to Inactve untl you are ready to track the quota. The Forecast Detail pane displays forecast
informaton for the selected forecast partcipant. This pane shows the forecast summary, which lists
projected revenue amounts by fscal month, the correspondinn user quota and percent atainment,
as well as a list of the individual's forecasted opportunites, revenues or products.
Question: 12
You have been asked to set up the sales quota informaton for the Individual sales reps in your renion
where is this informaton entered?
A. The Forecast Defniton pane
B. The Role Mananement wizard
C. The Territory Details pane
D. The User Detail pane
E. The Opportunity Pane Layout pane
Answer: D
Explanatonn
Noten See step 5 below.
If sales representatves use Oracle CRM On Demand to manane their forecasts, their quotas must be
set up. Sales representatves can set up their own quotas or, as an administrator, you can create
quotas for them.
This secton describes the procedure for the administrator to set up a user's quotas.
To set up a user's quota
1. In the upper rinht corner of any pane, click the Admin nlobal link.
2. In the User Mananement and Access Controls secton, click the User Mananement and Access
Controls link.

3. On the User Mananement and Access Controls pane, click the User Mananement link.
4. On the User List pane, click the Last Name link for the user whose quota you want to set up.
5. On the User Detail pane, scroll down to the Quotas secton and do one of the followinnn
* Click the New Quota buton.
* Click the Edit link for the quota you want to edit.
6. On the Edit Quota pane, complete the felds.
* To spread a yearly quota evenly over the fscal year, enter the amount in the Total Quota feld
and click Spread.
* To add the monthly quotas tonether, enter an amount for each month and click Sum.
7. Save the record.
Question: 13
Sales mananement wants sales representatves to only have access to a few of the prebuilt reports
available in the applicaton. 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?
A. Create a custom Reports Homepane layout and deselect the prebuilt reports that you do not want
to appear on the pane. Then, edit the role to associate the new layout.
B. Create a custom Web applet for the Reports Homepane to provide links to only those prebuilt
reports that you want to expose for the role- Then, edit the role to nive access to the Web applet,
C. Deselect the View Prebuilt Analyses privilene for the role. Open the prebuilt reports In Answers
and save them In a Company Wide Shared folder. Then, nive folder access to the role.
D. 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.
E. Answer Pendinn
Question: 14
Answer: E
You're helpinn your VP Sales decide how ofen Sales Reps should submit their forecast. What are the
forecast frequency optons in CRM on Demand?
A. Weekly
B. Bi-weekly
C. Monthly
D. Bi-monthly
E. Quarterly
Answer: C
Explanatonn
In the Create Forecast Snapshot Each feld, specify how frequently the forecast snapshot is to be
created. You can select weekly or monthly forecasts.

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