Oracle CRM On Demand Essentials

Содержание

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

• Describe the Book of Business feature and why you use it
• Set up a book of business hierarchy
• Give users access to books, and update roles and access profiles
• Display and use the Book Selector
• Add records to books

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