Oracle CRM On Demand Essentials | 1Z0-527

Practice and prepare for Oracle CRM On Demand Essentials | 1Z0-527 Exam.

Exam Topics

Introduction to the Company Administrator Role

• Define the role of the Oracle CRM On Demand Administrator

• Locate the resources available for Administrators

• Navigate to the administration pages in the application

Company Administration

• Update the company profile and explain the effects of company default settings

• Identify the default settings that can be changed in a user.s personal profile

• Define Password and Security Controls

• Set up additional languages and currencies

• Post a My Homepage alert

• Monitor user sign-in and other user activity

Visibility and Access Control

• Identify the features that control visibility and data access

Manager Visibility

• Define what is meant by a manager visibility structure and explain how it affects data access

Role Setup

• Modify access profiles to control specific access rights to records

• Copy, edit, and create roles to satisfy business requirements

• Define Access for Related Information

User Setup

• Create users with the correct roles and reporting assignments

• Set up a sales quota for a user

• Define Sales Quotas for Users

Books of Business

• Set up Business Intelligence for Fusion General Ledger

• Describe the key uses of Business Intelligence in Fusion General Ledger

• Describe the key metrics for Fusion Financials

• Describe how to work with Reporting Work Areas

Customizing Fields

• Document required customizations to fields

• Create custom fields and re-label existing fields

• Add or change picklist values

• Set up cascading picklists

• Configure field validation rules

• Map lead conversion fields

Customizing Page Layouts

• Describe how user roles affect page layouts

• Create a static page layout

• Create a related information layout

• Create a dynamic page layout

• Create Search, Homepage, and Lead Conversion layouts

• Organize homepage lists

• Customize audit trails

• Update roles to use the new layouts

Extending the Application

• Create a custom Web applet

• Create a custom Web tab

• Set up a Custom object

Product Administration

• Create product categories and product lists

• Customize product, asset, revenue, and opportunity product record types

• Control which products can be associated with opportunities

• Describe the relationship between products and assets

• Set up products to enable product revenue forecasting

Forecast Administration

• Differentiate among the different forecasting options

• Set up a forecast schedule

• Add participants to a forecast

• Describe the effect of user roles and reporting structure on forecasts

• Update and maintain forecasts

Creating Assignment Rules

• Use templates to document assignment requirements

• Describe how CRM On Demand evaluates assignment rules in an assignment rule group

• Create assignment rule groups, rules, and rule criteria

• Create territories and assign records to territories

• Create account and opportunity teams automatically

Team Sharing

• Describe how team record-sharing is used

• Define delegated users

Creating Workflow

• Understand how to use workflow actions

• Understand basic workflow features and limitations

• Workflow conditions and syntax

*Reports and Analytics

• Manage access to reports

• Set up visibility to data in reports

• Create reports with table, chart, and pivot table views

• Use appropriate filters when creating reports

• Use the appropriate subject area type to create a report

• Apply best practices when creating custom reports

*Dashboards

• Identify the components of a dashboard

• Identify appropriate business requirements for creating a custom dashboard

• Create a custom dashboard

• Create a dashboard prompt

• Apply best practices when creating a dashboard

*Data Import

• Use the appropriate method of importing data to meet business requirements

• Consider import size and data storage limits when importing data

• Use the correct methods and fields to check for duplicate records during import

• Create record relationships between imported records

• Apply best practices when importing data

• Perform an import using the Import Assistant

• Verify and troubleshoot imported data

• Explain how import activities fit into the implementation timeline