Oracle CRM On Demand Essentials (1Z0-527) Practice Exam

Oracle CRM On Demand Essentials (1Z0-527)

About Oracle CRM on Demand Essentials (1Z0-527)

Oracle CRM on Demand Essentials (1Z0-527) exam is designed for individuals who have a strong foundation and expertise implementing CRM on Demand solutions. This certification exam covers sections like Company Administration, Visibility and Access Control, User Setup, Forecast Administration, Team Sharing, Customizing Fields, Customizing Page Layouts, Assignment Rules and Workflows.

Prerequisite for the exam

Candidate applying for the exam are recommended to complete 1-3 implementations with having 1-2 years of field experience.

Course Structure

1. 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

2. 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

3. Visibility and Access Control

• Identify the features that control visibility and data access

4. Manager Visibility

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

5. 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

6. User Setup

• Create users with the correct roles and reporting assignments

• Set up a sales quota for a user

• Define Sales Quotas for Users

7. 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

8. 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

9. 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

10. Extending the Application

• Create a custom Web applet

• Create a custom Web tab

• Set up a Custom object

11. 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

12. 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

13. 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

14. Team Sharing

• Describe how team record-sharing is used

• Define delegated users

15. Creating Workflow

• Understand how to use workflow actions

• Understand basic workflow features and limitations

• Workflow conditions and syntax

16. *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

17. *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

18. *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

Exam Pattern 

• Exam Name: Oracle CRM On Demand Essentials
• Exam Code: 1Z0-527
• Number of Questions: 78
• Length of Time:  150 minutes
• Exam Fee: $245 USD 
• Exam Language: English

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