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Oracle CRM On Demand Essentials

Код: | 1Z0-527 |
продолжительность: | 150 минут |
Язык обучения: | English |
Тестовая система: | Pearson VUE |
Филиал: | Москва |
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
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