[Free] 2018(Jan) EnsurePass Testinsides Oracle 1z0-527 Dumps with VCE and PDF Download 41-50

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Oracle CRM On Demand Essentials

Question No: 41

A group of users stated that they can see the Lead Analysis Dashboard you set up, but cannot see reports on the page. What is the problem and how will you fix it?

  1. The users do not have access to the reports. So you will add these reports to the user’s profile.

  2. The users do not have access to the dashboard. So, you will go to the Content Management page to add the user’s role to the dashboard.

  3. The reports are not connected to the dashboard properly. So, you will go to the Manage Dashboards page to delete the reports from the dashboard and add them again.

  4. The users do not have access to the reports. So, you will add the user’s role to the Shared Custom Analyses folder in which the reports are saved.

  5. The users do not have the privilege to view dashboards. So, you will go to the Role Management page to add the Manage Dashboards privilege to the user’s role.

Answer: D

Explanation: When a folder is created, it becomes visible on the Reports Homepage. All users with access to the Shared Custom Analyses folder will see newly created Company Wide Shared folders. If needed, visibility to the shared folder may be restricted by linking user roles to it. If no user roles are linked to

the folder, visibility remains public. Note on the exact procedure:

To set up user visibility to a shared report folder

  1. In the upper-right corner of any page in Oracle CRM On Demand (not Oracle CRM On Demand Answers),click the Admin global link.

  2. On the Admin Homepage, in the Content Management section, click the Content Management link.

  3. On the Content Management page, in the Report Folders section, click the Shared Custom Analyses link.

The Folders List page displays all subfolders for the Shared Custom Analyses parent folder.

NOTE: All users have visibility to the Shared Custom Analyses root folder. 4 Then you can:

  • Click the Folder Name to set visibility to the top-level folder.

  • To restrict visibility to a subfolder, click the Subfolders link until you reach the appropriate folder. Then

    click its name in the Folder Name column.

    1. On the Folder Details page, click Add Roles.

    2. Click the Lookup icon next to each field to link user roles.

    3. To remove a user role from having visibility to a report folder, click Remove. 8 Click Save.

    9 If you set visibility for a subfolder, you can click the folder name next to Parent Folder to go back to the

    listing of its subfolders.

    Reference: Oracle CRM On Demand Online Help, Setting Up User Visibility to Shared Report Folders

    Question No: 42

    You have a business requirement to make product inventory information available to sales reps on read only basis. The inventory information is maintained in a Web based application outside of CRM On Demand, but sales reps need to be able to look up inventory information about a prospect#39;s product Interest when actively working with Opportunity records in CRM On Demand. What is the best way to meet this business requirement?

    1. Configure a custom object in CRM on Demand to hold the product inventory information Associate the custom objects to the Opportunity record layout for sales reps. then use Web

      Services to load the inventory data into the custom object each night.

    2. Configure a custom object in CRM on Demand to hold the product inventory information. Associate the custom object to the Opportunity record layout for sales reps. then use Data Loader to load the inventory data into the custom object each night.

    3. Configure a Web link for the Opportunity record. Set it up to pass the Product Interest field value into the URL and launch the external product Inventory application in a separate window. Add the Web link field to the Opportunity record layout for sales reps.

    4. Configure a Web tab In CRM on Demand to launch the external product Inventory application to allow sales reps to search for the product Inventory Information that they need without leaving CRM on Demand.

    Answer: C

    Explanation: A Web link is a custom field that allows you to place a hyperlink to an external Web site or Web-based application in a record in Oracle CRM On Demand. You can use a Web link custom field to provide a convenient way for users to navigate to another Web page, including another page in Oracle CRM On Demand. You can create Web link custom fields for any record type. For example, you might define a Web link field for the account record type that updates the account details with values from another application. As with other custom fields, you must add Web Link fields to your record page layouts to make them visible to your users.

    Reference: Oracle CRM On Demand Online Help, Setting Up Web Links

    Question No: 43

    You are the administrator for CRM on Demand at a company that is based in the United States but has offices in several other countries. You received an email from a sales manager in France that his want to change the language for the application to French, but the only option they see for language on their Personal Detail pages is English-American. What do you need to do to correct this problem?

    1. Remove the Default Language on the Company Profile page so that users can select the language at the Personal Detail level.

    2. Set up valid exchange rates to convert the company default currency Into the Euro.

    3. Reassign the users to a role that has the French language privilege selected.

    4. Activate the French language for the company by selecting the French check box on the Company Languages Control page.

    5. Set the Language access level to at least Read/Edit in the Default Access Profiles for the roles.

    Answer: D

    Explanation: Oracle CRM On Demand is available in many languages. All default text fields supplied with the product, such as fields and picklist values, along with online help and tutorials are shown in the available languages.

    Initially, the only active language is the one that was selected as the company default language when your company signed up for Oracle CRM On Demand.

    To make the language choices available to your users, you must activate them.

    To activate languages

    1 In the upper right corner of any page, click the Admin global link. 2 Click the Company Administration link.

    1. In the Company Profile section, click the Languages link.

    2. In the Active column, select the languages you want to make available to your employees.

    3. Save the record.

    Reference: Oracle CRM On Demand Online Help, To activate languages

    Question No: 44

    You are importing Account records into CRM on Demand using the data import tool in the application. If you mistakenly map the Location field from your source data to the Billing Address 1 field in CRM On demand what happens during the Field Mappings Validation step of the import tool?

    1. You receive an alert and can correct the mistake before submitting the import request

    2. You do not receive an alert and you can submit the import request. The data is imported as mapped.

    3. You receive an alert and the mapping is automatically repaired for you before you submit the import request.

    4. You do not receive an alert and you can submit the import request. All records are rejected during the import.

    Answer: B

    Explanation: If the data types of the two fields match the importation will work fine without any alerts.

    Note: Map the fields in your file to Oracle CRM On Demand fields. At a minimum, you need

    to map all required fields to column headers in the CSV file.

    The Import Assistant lists the column headers from your import CSV file next to a drop- down list showing all the fields in that area in Oracle CRM On Demand, including custom fields you added.

    Reference: Oracle CRM On Demand Online Help, Importing Your Data

    Question No: 45

    Susan Keene Is the VP of Marketing. Susan wants her administrative assistant, Robert, to have of the same records that she does, so he has all of the Information he needs to support her. She wants to make sure that Robert#39;s access includes those records that she has access to because of her manager visibility. What is the best way to set up this access?

    1. Give Robert the same user role as the one assigned to Susan.

    2. Give Robert the same default Access Profile as the one assigned to Susan

    3. Select the Manager Visibility setting for Robert.

    4. Add Robert to Susan#39;s Delegated Users list on her User Details page and grant him access to any books that Susan can access.

    5. Set up a book of business for all of the records that the VP can access and grant Robert access to the book.

    Answer: D

    Explanation: When the delegated users feature is enabled, users can delegate owner access of their records to other users. In addition, users who have the appropriate privileges (typically the company administrator) can appoint delegates for other users.

    To add delegated users (see step 5 and 6 below).

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

    2. In the User Management and Access Controls section, click User Management and Access Controls.

    3. On the User Management and Access Controls page, click User Management.

    4. On the User List page, click Last Name for the user for whom you want to add delegates. 5 On the User Detail page, scroll down to the Delegated Users section, and click Add in the title bar of that

    section.

    1. On the Delegated Users Edit page, click the Lookup icon.

    2. In the Search for a User window, select the user whom you want to be a delegate. 8 If Delegated User Roles are defined, select the role from the list.

    9 Save the record.

    Reference: Oracle CRM On Demand Online Help, Adding Delegated Users (Administrator)

    Question No: 46

    Select three reasons for which Products are typically linked to Opportunities.

    1. To track which products belong to the opportunity

    2. To base company forecasts on assets

    3. To calculate opportunity revenue based on product revenue

    4. To base company forecasts on product quantities

    5. To calculate product price discounts based on the opportunity category

    6. To track with products the account on the opportunity has already purchased

    Answer: A,C,D

    Explanation: You can link products to opportunities to:

  • Track which products belong to the opportunity

  • Calculate opportunity revenue based on product revenue

  • Base your company’s forecasts on product revenue or product quantities Reference: Oracle CRM On Demand Online Help, Linking Products to Opportunities

    Question No: 47

    You have a business requirement to customize the Account Details page for account managers. They need a basic set of fields on the page for all accounts. However, if the account is a Tier 1 customer, they want to see an additional set of fields. If the account is a competitor, they want to have the base set of fields plus some additional fields to record competitor details. What is the best way to meet this requirement without having a large number of fields on every account page?

    1. Set up three different roles for the account managers, each with a different Account page layout assigned to the role.

    2. Use custom objects to set up separate Account pages for Tier 1 and competitor accounts.

    3. Use workflow rules to trigger the appropriate Account page layout, based on the type of account.

    4. Set up Dynamic Page Layouts for Accounts for the account manager role.

    Answer: D

    Explanation: The right look and feel of an application is important for user adoption, and one way to achieve the right look and feel is by customizing page layouts. As part of the customizing process, you can:

  • Add custom fields to the Edit, Detail, and Create forms.

  • Make fields required on the Edit and Create forms.

  • Add or hide sections on the Detail pages.

  • You can make sections unavailable (hidden) to your employees or you can make them available but hide them initially.

    There are two methods of customizing page layouts. You can define static page layouts defining specific fields by role, or dynamic page layouts that change based on the type of record being created. Dynamic page layouts can also be assigned by role.

    You can create new layouts for each record type and then assign a page layout for each record type to a user role. When a user with that role signs in, the user then sees any customized layout specific to each record type.

    Reference: Oracle CRM On Demand Online Help, Customizing Static Page Layouts

    Question No: 48

    You have activated several currencies so that users in different countries can view revenue data in reports in their local currency. However, you received a complaint from a sales manager that she sees incorrect revenue numbers in her team reports now that she has switched to a different currency. What is the likely problem?

    1. you did not set up exchange rates for the newly activated currencies.

    2. Reports can only display data in the company default currency.

    3. All of the manager’s team members must use the same currency for her reports to roll- up correctly.

    4. The manager does not have the role-based can read all records check box selected in her user profile.

    Answer: A

    Explanation: The Currency setting provides the default currency amount linked with all new records the user creates. When a user views revenue reports, they

    display in the user’s default currency. If a manager sees cumulative revenue from users with different currencies, she sees the amount in her default currency (company administrators must set up exchange rates for this to occur).

    Reference: Oracle CRM On Demand Online Help, About Profile Settings for Users

    Question No: 49

    Your company needs to forecast total opportunity revenue, regardless of how much revenue duel products. Which forecast type should you choose when setting up your forecasts?

    1. Account Revenue

    2. Contact Revenue

    3. Opportunity Product Revenue

    4. Opportunity Revenue

    5. Opportunity Total

    Answer: D

    Explanation: Opportunity revenue forecasts report on the revenue noted in the opportunity records. The forecast numbers are calculated from the Revenue and Expected Revenue fields on all opportunity records.

    Opportunity revenue forecasts require sales representatives to fill in the opportunity Revenue and Close Date fields to indicate which opportunities they want to include in their forecasts. Any linked products are ignored in the forecast.

    Note: Your company can base its forecasts on any of the following: opportunities, products, accounts, or contacts.

    There are four types of forecasts:

    • Opportunity product

    • Opportunity revenue

    • Account revenue

    • Contact revenue

    Reference: Oracle CRM On Demand Online Help, Opportunity Revenue Forecast

    Question No: 50

    Based on a request from your division#39;s Sales Management team, you set Thursday as your Forecast Snapshot Day. What is the earliest day and time a Sales Representative can review her forecast?

    1. Wednesday at 12:00 AM

    2. Thursday at 12:01. AM

    3. Wednesday at 12:01 PM

    4. Thursday at 12:01 PM

    5. Thursday at 12:00 AM

    Answer: B

    Explanation: While setting up a forecast definition, in the Forecast Snapshot Day field, select the day of the month or the week that the forecast snapshot is to be created.

    Forecasts are generated at the start of the selected day (that is, at one minute past midnight)

    in the time zone of the hosting facility.

    Reference: Oracle CRM On Demand Online Help, To set up or update forecast definition

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