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In the Application Setup section, click the Customize Record Types link.
On the Customize Record Types page, type the new names in the appropriate row. You must supply all three variations for the application to use in the appropriate areas of the interface: Display Name/Singular, Display Name/Plural, and Display Name/Short.
Account Assignment Rules
Refer to Exhibit to answer this question. The exhibit shows the rule criteria that are set up for an Account Assignment rule. Which user or users will be assigned as the owner of an Account record if the Region is West and the Priority is High?
Employees X and Y
None,theOwner field will be left blank
Rule 1 is evaluated first. Note: You can change the order in which rules are evaluated by editing the Order field. On the rule that you want to change, enter an order number that is higher than the order number of the rule that is to precede the rule you are changing, and lower than the order number of the rule that is to follow it.For example, if there are three rules, ordered 1 through 3, and you want to change the order so that the rule that is currently number 1 is evaluated after the rule that is currently number 2, change the order of rule number 1 to a value, such as 2.1 (or any value greater than 2 and less than 3).
Select the three user activities that can be monitored in CRM on Demand.
Reports viewed by user
Change SSO Identifier
Attachments per user
Answer: B, C, D
You can review the resource usage for your entire company, including changes to these areas:
Reset Password (D)
Answer Security Questions
Change SSO Identifier (C)
Change to User ID
Change to Email address
Your company has specific campaign analysis needs that require you to build a few custom reports. Which type of subject you should Choose, whenever possible, when building custom reports and why is that type the best choice?
Federated subject areas - because they are focused on a single object
Usage Tracking subject areas - because they offer owner-specific Information
Reporting subject areas - because they pull data from the transactional database
Analytics subject areas - because they access data from the data warehouse
Mufti-fact subject areas because they allow you to access all objects from a single subject
There are two categories of subject areas: Analytics and Reporting. The first four types of subject areas mentioned (Simple, Multi-Fact, Summary, and Many-to-Many) are standard subject areas. The fifth type of subject area is a federated subject area for new custom objects. Not A: Afederated subject area does not have a single driving object. Not E:This subject area type consists of two or more fact tables at different dimensional levels. Multi-fact subject areas are appropriate when you want to report on multiple, yet related, sets of metrics.
Which best defines Assets in CRM on Demand?
Assets are goods and services that a customer has bought and are linked to Accountrecords.
Assets are goods and Services being considered for purchase that can be linked to Account!
Assets are goods and services being considered for purchase that can be linked to Opportunity
Assets are goods and services that a customer has bought and are linked to forecast records.
When you want to track a product you've sold to a customer or company, link the product record to the account as an asset.
You are preparing to import several different types of records, using the import tools in the application. All of the records in your Import CSV files Include External Unique IDs, which you would like to use to identify duplicate records during import. Which three of these record types can be checked for duplicates during import?
Answer: A, B, D
The Import wizard uses an external unique ID, which is a unique external ID field that isimported from another system. The Import Wizard also uses Oracle CRM On Demandpredefined fields. These are non-ID fields, such as Account Name and Location.
Select the true statement regarding Manager Visibility.
When Manager Visibility is enabled; a manager has access to his/her subordinates passwords and security questions.
The reporting structure determines where budgets and funding records reside.
It gives managers access to the records of the users who report to them directly or indirectly.
Access level to the records Is controlled by the subordinates" owner access profile.
It gives managers access to the records of the users who report to them directly or indirectly. Access level to the records Is controlled by the manager's owner access profile.
NOTE: Your managers have owner access to records of their subordinates (as long as Manager Visibility is turned on for the company) regardless of your selections here. For any user, the most liberal access set at any point in the application is the one that determines the access level for that user. For more information about access profiles, see Access ProfileManagement (on page 1133).
In an effort to improve data security at your company, the IT Group has decided to Increase minimum password length from 8 to 12 characters. As the CRM on Demand administrator, you send an email update to the user base and receive the following question back: how will this new change affect current passwords? Select the best answer.
Userswillhave the choice to change their passwords or keep their current ones for an indefinite period of time
Allpasswords will be automatically reset by the system and userswillbe prompted to change their password on their next login
AH users will receive a system email prompting them to change their passwords
Userswillbe forced to change their password at the end of the current quarter
The system does not enforce the changes until the current passwords expire
If you make changes to the password settings, the system does not enforce the changes until the current passwords expire.
You are going to be a new company administrator for the CRM On Demand application at your company. You want to learn about how to perform the administrator tasks so you want to take some training courses. What is the best way to find out what courses are available?
Click the Admin link in the application and drillIntothe Training link.
ClicktheAdmin link in the application and look at the Get Started section.
Click the Help link in the application and navigate to the Trainingtab.
Click the Training and Support link in the application and log a Service Request to ask your question.
Click the Training and Support link in the application and look at the Get Started page for administrators.
Your colleagues on the IT team believe that â€œOpportunity Revenue Forecast" is the best forecast type for your organization. Before making a final decision, you need to make sure that the team fully understands the most important data fields for this type of forecasting. On the list below, select two fields taken into account when generating an opportunity revenue forecast.
Answer: A, C
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.
The most common call you get from users Is a request to reset passwords that they have forgotten. You navigate to the Company Sign In and Password Control page in CRM On Demand to find a way to decrease the number of calls you get about this Issue. Review the image In Exhibit. Then, select the option below that represents the change that would allow users to resolve their password Issues on their own.
Increase the Sign in Attempts to 10 and change the option so that passwords expire every 30days
Leave these options as they are and reset all user passwords every 30 days.
Deselect the Allow Users to Change User ID and Allow Users to Change Email Addresses options.
Change the Number of Days Temporary Password Is Valid to 10 days.
Change the Number of Security Questions To Be Completed to 3 and the Number of Security
Oracle 1Z0-527 Exam (Oracle CRM On Demand Essentials) Detailed Information
1Z0-527 Oracle CRM On Demand Essentials
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Test Code : 1Z0-527
Test Name : Oracle CRM On Demand Essentials
Vendor Name : Oracle
Q&A : 147 Real Questions
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Oracle CRM On Demand Essentials book
Oracle vs Salesforce: CRM providers compared | 1Z0-527 Real Questions and VCE Practice Test
Oracle is a corporation that’s smartly generic on this planet of enterprise assist. It’s famous for items that vigour gigantic scale businesses including database application, the Solaris working equipment, and, of course, the programming language Java. Amid all these commercial enterprise items the enterprise additionally presents a customer relationship management (CRM) platform.
whereas now not the primary identify that comes to mind — that honor belongs to Salesforce — Oracle is still a big identify if you’re hunting for a CRM. Salesforce, meanwhile, is the market leader with a large number of groups singing its praises including Adidas, Amazon net capabilities, Toyota, and Spotify.
but whereas Salesforce works for these successful agencies the precise question is whether Salesforce or Oracle can work for your business. this text aims to e book you through that choice with a widespread assessment of both systems.
discover CRM application at the superior fee in your enterprise With a simple Quote
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Oracle vs Salesforce: execs and Cons
powerful enterprise elements
makes it possible for group file sharing/downloading
researching curve may be sharp
Comparatively high expense for low tier provider plans
Works with a lot of third-birthday celebration integrations
neatly-designed ‘Lightning’ Interface
an immense number of aspects to be trained originally, so relevant on-boarding is essential Oracle and Salesforce: CRM programs compared
Oddly, both Salesforce and Oracle chose the equal identify for his or her core CRM product: earnings Cloud. To avoid any misunderstandings we’ll simply confer with them as Oracle and Salesforce. there are lots of complementary capabilities on either side akin to systems for one-to-one advertising, consumer provider, all the approach as much as enterprise useful resource Planning (ERP), but we’ll center of attention here on the two sales Cloud items.
The Sales Cloud Salesforce inbox
The Sales Cloud Salesforce inbox
Oracle’s version has all of the essential statistics records of a CRM: activities, leads, alternatives, contacts, bills, in addition to analytics and forecasts. It also has a dashboard for every member of the earnings crew that suggests the excellent open offers, a summary of latest appropriate leads, a graph of the existing earnings pipeline, and the subsequent 10 activities (tasks) that adult should do. Oracle makes it possible for for customization of this part for groups that need greater or less guidance on their dashboard.
Salesforce offers an analogous dashboard on its domestic tab in the new Lightning interface (as adverse to Salesforce traditional) that by using default indicates quarterly performance, open initiatives, upcoming calendar routine, recent opportunities, and information from Salesforce’s intelligent, computerized assistant. once again, the dashboard may also be custom-made for each and every corporations wants.
Drilling deeper each functions make it effortless to manipulate converting leads into opportunities and have that records mirrored on reports, dashboards, and summaries. both have built-in calendars to song key appointments and meetings, as well as social networking-fashion inner business feeds where earnings team participants can publish advice to share with each other.
One great feature that Oracle has developed-in is Lightbox. This characteristic allows for sales crew individuals to access shared presentation files and download them on demand. Salesforce doesn’t offer a characteristic like this with the aid of default, however its shiny software market, AppExchange, may additionally have some alternate options that could work.
Taking a look at the two interfaces it’s clear that Salesforce has the extra up to date seem to be with its Lightning interface. Oracle’s seem to be is capable adequate nonetheless it depends closely on icons and switching screens. Salesforce additionally isn’t somewhat as busy as Oracle’s compact and icon-based interface.
what's Oracle earnings Cloud?
Oracle CX Sales Cloud
Oracle CX Sales Cloud
Oracle revenue Cloud is the company’s fundamental CRM with the entire fundamental aspects you deserve to guide a sales team. It definitely comes in two versions: Oracle CX income Cloud and Oracle CRM On Demand income. We’re speakme about Oracle CX listed here. One glance at the interface suggests that it is awfully an awful lot an commercial enterprise product, with most likely some appeal to mid-sized companies. past revenue, as an example, revenue Cloud can assist all types of assistance and incentives for colossal sales groups reminiscent of estimated compensation details, efficiency metrics, and personal guidance.
Oracle earnings Cloud is also one part of a a lot higher entire, corresponding to Salesforce. past Oracle income Cloud, the company has equipment for one-to-one advertising and marketing, social advertising, client carrier, customized online commerce, and cost quote utility.
Salesforce sales Cloud vs Oracle earnings Cloud
Now that we have a simple thought of what Oracle and Salesforce are like let’s look on the upsides and downsides. First, if you need to stand up and operating appropriate away then Salesforce is doubtless the better option. Oracle uses a standard business-category infrastructure simply to signal-up the place you must work through an Oracle consultant to get started. With Salesforce you could simply register and get going that same day with items aimed at startups and small companies.
both Salesforce and Oracle do require at the least some in-condominium administrator assist to aid new personnel get conversant in the utility, and to personalize the systems to your enterprise’s wants. there are methods round this, of path, but ideally someone in your company could be in a position to do something about any wants that crop up on both platform.
What you won’t find with both carrier is a particular simplicity that you would get with Hubspot or Zoho CRM, two items that are continually better applicable to smaller, extra nimble teams that don’t have time for long practising sessions. That’s no longer to say that these larger platforms are unattainable to navigate, on the opposite. they're, youngsters, completely loaded with effective tools. You really need a pretty good quantity of familiarity with these systems to take skills of them and get your money’s price.
Salesforce or Oracle – Which CRM Is best?
both systems are chock full with powerful tools, and it truly comes all the way down to which carrier would most beneficial fit your group, and its needs. typical, a company trying to get up and moving directly may still go together with Salesforce and its self-provider sign-ups. if your enterprise is already the use of some Oracle items, however, it may well make more sense to go with Oracle’s edition of earnings Cloud.
in many approaches these two services have very equivalent capabilities, however the differences in expense are fairly gigantic. to use Oracle CX income Cloud for midsize businesses, you’re $100 per person, per thirty days minimal. Salesforce pricing can get that high as smartly, but there are reduce tier fees that beginning at $25 per person, per thirty days for groups of less than 5, or $75 per consumer, per 30 days for the lighting fixtures skilled tier. if you'd like Salesforce’s extra advanced elements and customizability you’d should move as much as the enterprise pricing tier the place Salesforce starts to match or exceed Oracle’s pricing.
each Oracle and Salesforce offer potent functions, however the top-rated option to find a CRM that’s right for you is to get a customised quote. click on the Get Quote button above to obtain proposals from a variety of CRM suppliers that take into account your company’s selected wants.
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