Oracle CRM On Demand Essentials 1z0-527 Set 1

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Oracle CRM On Demand Essentials 1z0-527 Set 1

You have a requirement to set up an Expenses object. This object will be used often by marketing and sales users and you need to create a set of lists to appear on their Expenses home pages. The marketing users will want lists that search on an Expense Category pick list field and the sales users will want lists that search on an Expense Date field. You decided you will use a Custom Object for the Expenses object. What recommended best practice should you keep in mind when setting up the fields for the new Expenses object?

Create a new Expense Date field with a Field Type of Date/Time so that your lists can query correctly for different locales. ✘ Select the Required check boxes at the field level for both the Expense Date and Expense Category fields so all users have to fill in these values. ✘ Rename indexed fields to use for the Expense Date and Expense Category fields so your lists run faster. ✘ Deselect the copy enabled check box for the expense date and expense category fields so your lists run faster. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

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 definition?

Creating a new forecast report In Analytics Creating a new access profile for a role including in the forecast Deactivating employees with the roles Included In the forecast Changing the expiration date of the forecast alert message Changing the reporting structure

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

A company wants to implement a policy that employees should only use the CRM on Demand application when they are in the company office. What is the best way to implement this policy in the application?

Navigate to the Company Profile page and change the company Authentication Type to Single-Sign on Only. ✘ Monitor the Sign-In Audit to identify users that do not conform to the policy and Inactivate their user credentials. ✘ Use the Company Administration > Security Settings page to enter the specific IP address ranges for the company network. ✘ Change the sign-in page for user authentications to a page behind the company firewall. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

You created an Account Assignment Rule and added users to the Team Assignment section on the Rule Detail page. When the rule is triggered and an Account record is assigned, which two actions occur?

All users on the team are given the same access level as the assigned record owner to the Account, and Its related Contact and Opportunity records. All users on the team are also assigned to the territory specified in the Assign To Territory field for the rule. Unless you selected the Include Team Assignment check box for the rule, no users are assigned to the team. Only the users that meet the rule criteria are assigned to the team. Each user on the team is given the specified access level to the Account, and its related Contact and Opportunity records.

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

One of the Service Coordinators in your department is not receiving emails when new service requests are assigned to her. The system administrator that built the service request assignment rules is on vacation so you are helping troubleshoot this issue. What is the most likely cause of this issue?

The Email Notification workflow action is inactive. ✘ The Service Request record in question is missing Information in key fields. ✘ The workflow responsible for the assignment is inactive. ✘ The email notifications are sent to the user's manager. ✔ The Send Email Notification check box Is not selected for the assignment rule. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

What is the first step in customizing a layout for the Account Lookup Window?

Navigate to the Account Search Layout1 ✘ Click the My Setup link ✘ Navigate to the Layout Wizard for Related Lists ✘ Navigate to the Page Layout Wizard ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Your company uses a custom list of Industries to classify your accounts, but the CRM Industry field type is set to pick list (read only) on the Account Field Setup page. You need to have the custom Industry names appear in the Industry field pick list on the Account detail page. As the Administrator, how do you resolve this issue?

Add a new Industry field and assign it the Pick list type; then edit the pick list ✘ Change the field type of the default Industry field to an editable pick list. ✘ Change the display name of an unused field with an editable pick list ✘ Go to Data Rules & Assignment and modify the Industry Definitions. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

As a CRM administrator, you're evaluating different data sharing strategies to implement in your organization. Your main driver is to allow record owners to select which users to give access to their data. What piece of functionality best meets your requirement?

Group Sharing ✘ Books of business ✘ Workflows ✘ Team Sharing ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

Select the true statement regarding book structure.

Your book structure should closely reflect how your company organizes its data. ✘ Your book structure should always reflect your company's corporate hierarchy. ✘ Your book structure should reflect your company's geographical distribution. ✘ Your book structure should reflect Financial Cost Centers for financial reporting. ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

10.

By default, how is progress toward sales quota targets tracked in CRM on Demand?

On the Pipeline Dashboard ✘ On the User Profile page ✘ On the Forecast Detail page ✘ On the Opportunity Detail page ✔

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Answer & Solution

Answer: Option B

Solution:

It provides fallback for IE8.

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