Oracle CRM On Demand Essentials Exam 1Z0-527 in UAE - Locus IT Middle East & North Africa

Oracle CRM On Demand Essentials Exam 1Z0-527 in UAE

Locus IT Middle East & North AfricaCorporate TrainingOracle CRM On Demand Essentials Exam 1Z0-527 in UAE

Oracle CRM On Demand Essentials Exam 1Z0-527 in UAE

The Oracle CRM On Demand Essentials Exam 1Z0-527 in UAE certification exam preparation products are ready and analyzed by Oracle experts, so there is an assurance in the products. 

Oracle CRM On Demand Certification is the key to the success of your professional career. Candidates provided with Oracle certification go a long way in their career and stand out in the average crowd. Here is a comprehensive guideline that will help you score better in the 1Z0-527 exam.

Oracle CRM On Demand Essentials Exam 1Z0-527 in UAE Modules

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

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

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 to import activities fit into the implementation timeline

For more information on Locus IT‘s Oracle CRM On Demand Essentials Exam 1Z0-527 training, please contact us.

Locus IT Project Management Office
What’s it?