Identify two components of sales coach that can assist in bringing opportunities to a successful close.
Stalled deal limit
Select the three statements that describe the use of sales methodology in opportunity management.
Selection of sales methodology is mandatory for every opportunity
Sales methodologies consist of one or more sales stages
Selection of sales methodology is optional for an opportunity.
Sales methodologiesbest describe an organization's sales process
Sales methodologies include sales stages; each sales stage can be tied to a range of win probability and status.
A territory manager has created a proposal. When the proposal is validated, it can create active territories. Identify a condition that would result in an error during the validation
process in Oracle Fusion Sales.
Parent territory covers all the dimensions of its child territories.
Active resources were added as dimension members
Parent territory does not cover all the dimensions of its child territories
A valid product has been added as a dimension member
Partner sales representatives were added to child territories
After successfully performing a test import of customer data, you realize that you have
forgotten a key field. Which two steps can be performed to edit the import mapping
Navigate to the task: Manage File Import Mappings. Search for the correct mapping
and add the new field.
Navigate to the Manage Import Activities dashboard and drill down on the hyperlink
in the import activity’s Name column. Add the new field.
Navigate to the task: Edit customer Mappings. Search for the correct mapping and add
the now Field.
Navigate to the manager import Activities dashboard and drill down on the hyperlink
in import mapping column. Add the new field.
Navigate the manage Import Activities dashboard and drill down the hyperlink in the
status column. Download the attachment in the mapping column. Edit the attachment by
using a text editor. Upload the new mapping.
While configuring the Assignment Manager, you activate and create assignment mappings involving Geography ID, Industry and Customer Size. After an Internal review,
your company decides to no longer base decisions on industry. Your supervisor asks a coworker to remove any industry considerations from the Fusion Assignment Manager.
Your coworker does this by navigating to Industry and selecting the Inactive check box, but forgets to modify the existing mappings that already use Industry. Select the expected
system behavior based on this scenario.
The existing assignment mapping that uses Industry would continue to function; however no new assignment mapping could use Industry.
The existing assignment mapping that uses Industry would continue to function, but the concept of Industry would be automatically removed. The rule would continue on all other criteria.
Any assignment mapping that uses Industry would be automatically deleted
Any time the existing mapping is used. Fusion will automatically create a resolution request
This can't be done; assignment objects can’t be set to inactive if there is a mapping defined using the object
You are the CRM administrator of a now project to revitalize the Lead Assignment
Manager rules to ensure the proper salesperson is getting assigned based on new
geographies and current workloads. Select the three Fusion Assignment Manager
components that should be part of your process to plan the configuration of Assignment
Which three objectives are achieved by a spread formula?
Calculate the distribution of an amount among selected child territories regardless of the metrics
Spread the variance between the parent territory quota and the sum of child territory quotas to the child territories.
Calculate the ratios to use for the child territories through the use of the metric defined.
Equally distribute quota from the parent territory to child territories
Distribute quota only to the parent territory
When the opportunity import process was initially created, the Customer Data Management Duplicates field was left blank. You are now using this process to import
flat files; each flat file contains 50 records. While reviewing the data, you happen to notice that the same opportunity is included in two separate flat files, but the value of the
Sales Stage field is different in the second file. If you import both files, what will happen?
The second Import process will fail
The second import process will succeed, but the duplicate opportunity record will fail
The Fusion system will create a resolution request
The Fusion system will create a duplicate record
The Fusion system will update the opportunity record with the value from the second file.
Identify two activities that the Refresh Forecast process performs during a sales forecast.
updates the latest changes to the territory hierarchy
ensures that the forecasting schedule is generated and has the correct due date
keeps future unfrozen forecastsynchronized with the current opportunity data
verifies that the opportunities are present with revenue line items, and notifies the user
if the revenue line items are missing
keeps the forecast items that no longer meet forecast criteria
There are four product lines in your sales organization. Each product has two subcategories. Identify the product dimension attributes used for the definition of the
Dimensions and Dimension Parameter
Dimensions, Dimension Parameters, and Dimension Members
You are the CRM administrator of a new project to revitalize the lead Assignment
manager rules to ensure the proper sales salesperson is getting assigned based on new
geographies and current workloads. Select the three Fusion Assignment Manager
components that should be part of your planning process to plan the configuration of
Identify three functions of the Activate Sales Quota Plan process
creates territory and resource quota records
sends workflow notifications to territory owners and administrators
activates territory quota spread formula
synchronizes territory quota changes
sets the sales quota plan status to Active
Identify the two correct statements regarding nonrevenue forecasts
Multiple overlay resources cannot be forecast to the same primary deal
Organizations have to explicitly enable the nonrevenue forecasting feature
Nonrevenue forecast allows the same revenue to the forecast multiple times
You cannot designate territories as forecastable for nonrevenue
Nonrevenue forecast has no relationship with nonrevenue; quota goals set on the territory.
After creating custom fields for opportunities, you are ready to import legacy data into the Fusion system. Which step is necessary before the opportunity data can be imported?
Navigate to the Application Composer and click the Generate button in the Import and Export, section.
Navigate to the Application Composer. Select the Enable import / Export check box for each custom field in the Import / Export section.
Navigate to the Application Composer. Click the Refresh button in the Custom Objects section
Navigate to the task:Manage Import / Export for Custom Fields. Click the Synchronize button
No special configuration steps are necessary before legacy opportunity data is imported into custom fields
You are asked to define lookup that provides the ability to define a reference set of values based on a lookup code. Select the lookup type that you should choose for this scenario.
After adding a new product to a catalog, the product does not appear within the catalog. Identity the three actions you would take to resolve the problem.
Verify theproduct's life-cycle phaseand see if the start and end dates are correct.
Check that the product is listed in the correct catalog.
Verify that the catalog is set as a Rollup Catalog.
Verify that the catalog is not a Template Catalog.
Verify that the catalog edits have been published
Verify that the catalog contains at least one promotion template for the new product.
Identify the metric that provides the sum of all weighted revenue values for all forecast items in the forecast period.
Expected Forecast metric
Estimated Adjustment metric
Closed Revenue metric
A sales representative has closed revenue of amount X for a territory for the year 2011, and amount Y for the same territory for the year 2009. Amount X is 122% of amount Y.
The market potential for the territory for the year 2012 is an additional 10%. Select the best rule to identify the appropriate quota amount (110% of amount X) for the same sales
rep for the territory for 2012.
A. percentage change in a measure over three name time periods
B. X% growth of a measure overthree year exponential moving average
C. weighted average of a measure over the past three years
D. Scale a measure from a past period by X%.
E. percentage change in a measure value over two named periods
A company is, interested in assigning experienced and skilled sales representatives to their key customers. Which two dimensions must be used for achieving this?
Comprehensive reference and Competitor management helps a sales organization to increase sales velocity and sales productivity. Which is true regarding Oracle Fusion
reference and competitor management?
Enables a sales organization to track and manage activity threshold for a competitor
Enables a sales organization to track revenue won to date, while using reference
Enables a sales organization to develop an end-to-end customer reference program from reference program development, enrolling, and managing reference
Enables sales organization to develop a comprehensive SWOT analysis of a competitor.
Enables sales organization to develop a comprehensive SWOT analysis of a reference
An organization is implementing close opportunity management functionality. Select three profile options available to configure the close opportunity management process in
Oracle Fusion Sales.
Close Opportunity How Enabled
Close Opportunity Reference:Enabled
Close Opportunity Win/Loss Enabled
Close Opportunity Competitor Enabled
Close Opportunity Status Enabled
A company has implemented Oracle Fusion Lead Management. The sales manager in the company has asked the sales team to qualify leads for further follow ups with
customers/prospects. What are the three parameters that determine lead qualification?
lead owner assigned
definite purchase timeline
Identified decision maker
You are configuring the Sales Assignment Manager based on resource candidates and credit allocation candidates. In your company, resources change frequently but credit
allocation is more stable. You a currently deciding how to set the Fusion cache values. Select the true statement based on this scenario.
Oracle Fusion cache refresh is set at the Owner Objectlevel because resources change frequently;the Sales cache should be updated daily.
Oracle Fusion cache refresh is set at the Candidate Object level, but must be the same across all levels; because resources change frequently, the cache should be updated daily.
Oracle Fusion cache refresh is set on individual candidate objects; Resource should be set to dally but Credit Allocation might be set to weekly.
This scenario can't be accomplished because it is not possible to have multiple candidate objects for one owner object
Oracle Fusion Objects are not cached; therefore no cache configuration is necessary.
The sales manager in a company conducts product demos for customers frequently as part of lead management. As part of his activity, the sales manager has two coordinate
with different departments in the company through emails to conduct the product demos effectively. Coordination with other departments by emails is a time-consuming activity
and requires multiple follow ups. Choose the correct solution to automate these coordination activities.
updates the latest changes to the territory hierarchy
ensures that the forecasting schedule is generated and has the correct due date
keeps future unfrozen forecast synchronized with the current opportunity data
verifies that the opportunities are present with revenue line Items, and notifies the user if the revenue line items are missing
Part of Oracle Fusion CRM extensibility allows the user to browse an application’s existing configuration in a tree format. The object tree reflects the latest configuration of
the application for both standard and custom objects. Which three object details can be viewed from the object tree?
A sales administrator wants to assign territories to opportunity revenue lines based on the product revenue associated with the revenue lines, through Assignment Manager. Identity the work object and candidate object that allow the sales administrate to proceed with the assignment in Oracle Fusion Sales.
Opportunity product and revenue lines
Opportunity revenue line and territory
Opportunity product line and territory
Opportunity and territory
Opportunity and opportunity revenue lines
Developer1 and Developer2 work for a large manufacturing company that has recently
purchased Fusion. Both developers have been asked to import data from the company's
legacy system. Developer1 configures the Opportunity import job while Developer2
configures the Customers import job. During the mapping configuration, Developer 1
selects the Lock check box. Identity the two true statements based on this scenario.
Developer l can use and edit the mapping.
Developer1 can use the mapping for import, but cannot edit the mapping.
Developer1 can edit the mapping, but cannot use the mapping for import.
Developer1 cannot use the mapping for import or edit the mapping.
Developer2 can use and edit the mapping.
Developer2 can use the mapping for import, but cannot edit the mapping.
Developer2 can edit the mapping, but cannot use the mapping for import.
Developer2 cannot use the mapping for import or edit the mapping.
The sales manager has accidentally created -several custom fields with incorrect data types. Identify the correct set of steps to be performed to correct the Field types for the
new custom fields.
Delete the fields and recreate the Fields
Modify the custom fields with correct Field types
Rename the fields, save, and go back and change the field types
Rename the fields, save, and create new fields with thecorrect field types.
Remap the fields to the correct field types
A Template administrator is creating a new assessment template for capturing assessment
data of the sales lead. Identify the three out of the box template types available in Oracle
Opportunity Revenue Line
You do not use the Opportunity Past Performance report and would like to hide this report from your Opportunity Home pages. What is the best approach to accomplish this?
Customizes your own page by using Edit Current Page from the Personalization menu
Only users with proper administrative rights can edit the Opportunity Page, by using Oracle Composer
Edit the Opportunity page by using Oracle Composer
Select the proper Sandbox to customize by using Oracle Composer
Customize the Opportunity page by using Oracle Application Composer
You are working as a consultant for a company that is upgrading to Oracle Fusion CRM. Currently, you are configuring the Fusion Assignment Objects. After meeting with the
customer, they have decided that they would like the leads assignment object to send leads based on customer size to specific territories. Select the true statement.
This can't be done because assignment objects contain work objects, but not candidate
This can't be clone because assignment objects contain candidate objects,but notwork
This can't be done because assignment objects can contain candidate objects or work
objects, but not both.
This can't be done because assignment objects can contain both candidate objects and
work objects, but can't limit by customer size.
This scenario can be successfully created in Oracle Fusion CUM.
A customer has implemented Oracle Fusion Territory Management. The sales users are interested in previewing the sales accounts, opportunity revenue times, and leads that are
assigned to them as part of the territory definition. Identify two options that would provide them with the preview option
For a sales quota plan, a sales administrator selects a territory quota formula and, seasonality factor group to apply to all territories. However, for one specific territory, the
sales administrator selects a different territory quota formula and a seasonality factor group. Which statement is correct?
Territory quota formula and seasonality factor group of a sales quota plan override
territory quota plan options.
Only seasonality group of a sales quota plan overrides seasonality factor group of a
territory quota plan.
Territory quota formula and seasonalityfactor group of a territory quota plan override
sales quota plan options.
Only territory quota formula of a sales quota plan overrides territory quota formula of
a territory quota plan.
Your organization has unique job role requirements for security set up in the Oracle Fusion application. Identify the best way to set up unique Job roles in the Fusion
Create custom job rolesinthe fusion application that match the job titles exactly
Use the Fusion application's predefined duty roles and create or modify roles as necessary.
Assign all the users to the Fusion application's predefined duly roles
Use the IT Security Manager role to prevent or limit the duty tasks performed by the users.
Create data roles that match each unique job role and assign them to each user.
A company wants to use the Assessment template as part of their lead processing. Select the correct sequence of activities of activities for creating the Assessment template in
Oracle Fusion Sales.
Enter Assessment Template Details --> Configure Ratings --> Enter Questions and
Responses --> Associate Task Templates --> Configure Score Rating attributes-->
Edit Questions/ Weights --> Enter Assessment Template Details --> Configure Score
Ration attributes --> Enter Questions & Responses --> Associate Task Templates -->
Enter Assessment Template Details --> Configure Ratings --> Enter Questions &
Responses -- > Edit Questions/Weights --> Configure Score Rating attributes -->
Associate Task Templates
Edit Questions/Weights --> Enter Assessment Template Details --> Enter Questions &
Responses --> Configure Score Rating attributes --> Associate Task Templates -->
Enter Assessment Template Details --> Enter Questions & responses--> Configure
Ratings --> Edit Questions / Weights --> Configure Score Rating attribute --> Associate
As a sales administrator, you are asked to complete the quota plan for a year. Which batch process should you run to complete the quota plan?
Based on the looped data defined in the exhibit, identify one correct option that lists all the possible lookup codes that would be displayed when the application passes “US” as a reference determination code. Exhibit
Your company has asked you to customize the Oracle Fusion Customer page by using Oracle Composer. Select the three true statements.
Page Composer is accessed by selecting the Manage Page Composer task and during down on the Customers hyperlink.
Page Composer is accessed by navigating to the Customer page and selecting Administration > Customize from the global area.
"Visibility" is a required value and is the first value that is set.
"Visibility" is a required value that may be set at any point during the configuration process.
Design View is the most appropriate view because it provides access to page layout components that are not otherwise exposed.
Source View is the most appropriate view because it provides access to page layout components that are not otherwise exposed.
While reviewing the legacy data that was exported into a flat file, you realize that there is a certain field that contains irrelevant data. Which method describes how the field is
handled during the import process?
Create the custom field in Fusion and map the data to the field, but do not display the
field in the GUI.
Select the ignore check box next to the field when you create the mapping.
Click the Delete icon for the field when you create the mapping.
Open the flat file in a text editor, and manually delete the data in each row for the
Enter a constant value for the field during the import process.
Identify three lookup types that are required to manage Oracle Fusion Sales Lead Management?
Manage Lead Status
Manage Time frames
Manage Resource Groups
A customer has deployed Oracle Fusion management and wants to use Assessment templates to follow up on qualified leads. Identify the three true statements about
A question group is a logical grouping of questions
A free form response will have an impact on the overall assessmentscore
Assessment templates with Retired status are available for lead follow ups
All of the question weights within a template must total to exactly100
Task templates can be assigned to Assessment templates for follow-up activities
An opportunity is limited to remain in particular sales; for example, 20 days. If the opportunity exceeds this limit, the opportunity is considered as____________.
Your company currently uses a legacy system, and has a 1:M relationship between opportunity and contacts. Now that your company has purchased Oracle Fusion CRM,
you have been asked to import the legacy data. How should the flat file be arranged in order to successfully import all of the legacy data into oracle Fusion CRM?
Create a data set for each contact and include them all on the same opportunity line.
Create a data set for each contact and include them on different lines; the opportunity
data should be included at the beginning of each line.
Create a data set for each contact and include them on different lines; the opportunity
data should be included only for the primary contact.
Each set of contact data should be imported from a separate flat file
1:M relationships cannot be directly imported into Oracle Fusion CRM.
What happens when a salesperson updates the opportunity revenue items after a forecast is submitted and his or her manager has rejected the forecast?
Forecast items are synchronized with the opportunity.
Forecast items are synchronized with the opportunity only if Refresh from Opportunity at the forecast level is selected.
Forecast items are synchronized with the opportunity only if Refresh from Opportunity at the opportunity level is selected.
Forecast items are synchronized with the opportunity only if Refresh Cache at the forecast level is selected.
Forecast items are not synchronized with the opportunity.
You have just attempted to import a flat file containing opportunity data. Although the import process completed, you do not see any of the data in the Fusion application. How
can you access more information to troubleshoot the issue?
Drill down on the Import Activity's Status field and open the log file.
Drill down on the Import Activity's Status field and open the exception file.
Drill down on the Import Activity'sStatus field and open the error file.
Open the log file that is automatically emailed to the administrator after the import process completes.
Navigate to the import record in Oracle Web Services
A customer has deployed Oracle Fusion Lead Management for their lead management activities. The customer wants o use assessment templates to follow up on qualified leads
to gather additional information from customer/prospects, and to provide consistent guidance to sales resources to move the leads further along the sales cycle. What are the
three points to be considered while creating the Assessment templates?
responses and interactions
questions, questiongroupsand weightages
Identify three correct statements regarding lookups and lookup values.
Standard lookups can be defined in any of the Standard, Common, or Set Enabled views.
Lookups can be restricted to a specific module during lookup setup
In order for lookup changes to appear in the UI, the user must log out and log in again
Lookup values ran be configured with effective date and expiration date to enable/disable.
Lookups can be configured with dynamic lists of values using tables.
A sales manager has create a lead and assigned the lead to sales resources. The manager wants to allow resources to view and update the data on the lead, excluding lead owner-and team membership-related details. Identify the privilege option to restrict the resource from updating the lead owner and team membership details.
resource with Admin access
resource with Full access
resource with Append access
resource with Edit access
resource with Read-Only access
A sales person has a territory Quota for the year 2012. He wants to set the highest quota target in the month of June. What action must be performed to reflect this in this quota?
Change the seasonality factor in the seasonality factor group
Edit the quota amount for lime in the edit quota sales summary.
Add a new rule in the territory quota formula
Edit the rule in the predefined territory quota formula
Add a new revenue line item.
A sales representative has been assigned to sell a new server product launched by his organization to its existing customers. Select two activities the sales Representative can
perform as part of sales prospecting in Oracle Fusion Sales.
Use keyword search to identify existing customers with the old server product line
Use LinkedIn to discover more about the prospect organization contact.
Use Customer Center to review the prospects' pending service requests.
Create a Sales Campaign to invite all prospects' contacts for an upcoming road show.
Create a quote for the prospect in Oracle Fusion Sales.
You are the VP of Relations for your want to provide extra support to one of your largest customers. In order to offer your customer the best talent from among your resources,
you decide to create a resource team. Which three components would you include within the resource team?
Roles within the resource team
Resource team organizational restrictions
Which component uses statistical analysis to provide the estimated revenue amount while calculating the estimated adjustment metric for a forecast period?
Sales Prediction Engine
Functional Sol up Manager
Business intelligence Server
Sales Forecasting Engine
Oracle BI Answers
The design team would like to make changes to the Sales dashboard for the sales VP in Oracle Fusion Sales. What is the navigation path to make the changes?
Oracle Composer> Sales Dashboard > Customize Home Pages > Sales VP
Sales Dashboard > Administration> Customize Home Pages >Job Role
Administration> Oracle Composer > Personalization> Sales Account Region
Sales Dashboard > Personalization > Customization Manager> Job Role
Sales Dashboard > Administration > Customization Manager> Sales VP
When a salesperson updates a revenue item in an opportunity, the unsubmitted, unadjusted forecast is automatically updated to reflect the change. Identify the correct sequence of activities performed during this process.
Create new forecast items for transactions that meet forecast criteria, and remove
existing Forecast items.
Create new Forecast items for transactions that meet forecast criteria, update existing
forecast items, and remove forecast Items that no longer meet forecast criteria.
Create new forecast items for transactions that meet forecast criteria, and update
forecast items that no longer meet the forecast criteria.
Update existing forecast items, and update forecast Items that no longer meet Forecast
Create new Forecast itemsfortransactions that meet forecast criteria, remove existing
forecast items, and update forecast items that no longer meet the forecast criteria.
Your company is evaluating the Oracle Fusion Sales application and has unique business requirements that require using custom objects as part of the implementation. Which
three Oracle Fusion applications support custom objects as part of the implementation?
Oracle Fusion Common CRM
Oracle Fusion Customer Center
Oracle Fusion Sales
Oracle Fusion Marketing
Oracle Fusion Sales catalog
Which three tools can be used to define the balanced and effective territories before finalizing the territory structure?
Territory Team Members
A territory manager wants to change territories and the criteria for assignment of sales representatives to leads and opportunities in Oracle Fusion Sales. During territory update,
change to the dimensions, metrics, and utilization of the synchronization process have to be carried out in the ____________.
While configuring the Oracle Fusion CRM application, you have been asked to include legacy data within trading community. Which lookup in used to complete this task?
Any lookup type can be used for this task.
Lookups are not appropriate for this task.
You are the Fusion administrator at your company, which has decided to expand their operations. Which two steps must be performed in order to edit the Resource
Organization Hierarchy and incorporate the company's development?
Make the changes directly to the Resource Organization Hierarchy.
Create a new version of the Resource Organization Hierarchy, and set a date for automatic activation.
The current Resource Organization Hierarchy can't be edited; copy the hierarchy, modify the copy and set it as Active.
The current Resource Organization Hierarchy should first be archived.
The current Resource Organization Hierarchy should first be deleted.
Identify the true statement regarding revenue line Items and forecasts.
a revenue line item with multiple sales credits is visible across multiple forecasts
A revenue lineitem with no sales credits is visible across multiple forecasts.
Revenue line items cannot be associated with forecasts.
Every revenue line item is visible under multiple forecasts.
A revenue line item's distant close date is not used to determine the future forecast
Your company has recently implemented Oracle Fusion sales. In order to help prevent data loss or corruption, the company has decided to export and store data separately from the system. You have been asked to configure and run the export process. Identify the two steps that will be part of your process.
After the export process is complete, access the files from the Oracle Web Server
After the export process is complete, set the files to FTP automatically to a separate server.
After the Initial export, apply a new date filter on the existing export map to create an incremental export
Combine multiple view objects into a single export process
Label the Export Process ID in a natural language way so that other employees can easily determine the export job's intended function.
Identify the combination of steps that show the correct precedence in sales quota planning.
Create spreading formula and seasonality factor group, create sales quota plan, assign spread formula and seasonality Factor group to the plan, and assign top level sales territory hierarchy to the quota plan.
Create sales quota plan, assign top level sales territory hierarchy to the quota plan, create spreading formula and seasonality factor group, arid assign spread formula and seasonality factor group to the plan.
Create sales quota plan, assign spread formula and seasonality factor group to the plan, assign top-level sales, territory hierarchy to the quota plan, and create spreading formula and seasonality factor group.
Create spreading formula and seasonality factor group, create sales quota plan, assign top- level sales territory hierarchy to the quota plan, and assign spread formula and seasonality factor group to the plan.
Create sales quota plan, assign spread formula and seasonality factor group to the plan, create spreading formula and seasonality factor group, and assign top-level sales territory hierarchy to the quota plan.
A company has deployed Fusion Lead Management and would like to use the Assessment templates to gather additional information from the customer. The template administrator has created an Assessment template with the questions, response score, and rating for lead follow- ups and has activated the template for sales learn usage. The sales team has suggested some changes to the template. Identify three parameters that a template administrator can update for the active Assessment templates.
Question Sequencing Change
Question Text correction
A company has to assign sales representatives to leads opportunities based on the size and location of the customer and the skills of the sales representative. Which three
dimensions must be enabled while configuring territories?
Select the module in which the dimension of a sales channel and its types for territory definition maintained.
Oracle Fusion Customer Center application
Oracle Fusion PartnerManagement
Oracle Fusion Trading Community
Oracle fusion Territory Management
Oracle Fusion Sales Quota Management
Identify the three true statements about the Cube in territory Management.
It is a product of enabled dimensions
It is a product of dimension members defined for territories.
It never enables the metrics information for territories.
It enables the metrics information for territories.
It is not a product of dimension members defined for territories.
Identify the lookup type used for reference data sharing.
Your sales manager needs access to accounts payable disbursement information in the Oracle Fusion Sales application. What is the recommended way to grant data access to your sales manager?
By default, the user provisioned with the Sales Manager job role within his or her
business unit is authorized to view AP disbursements.
Have the Disbursement Process Manager role grant access to the AP Disbursement
business object for the Sales Manager role within his or her business unit.
The sales manager's job duties do not allow for the viewing of accounts payable
Assign the Accounts Payable Disbursement data role with specific entitlement to the
sales manager user for his or her business unit.
Move the Accounts Payable role with the Sales Manager role for that user, so that the
Accounts Payable data role is inherited by default
You are the administrator in charge of Oracle Fusion CRM configuration for your company. While configuring products, you identify a gap where Fusion doesn't provide a
default method of capturing company's custom account code. Select the two possible methods used to customize the application and capture the data.
Run a SQL command to alter the database and add a column for the account code.
Use a Descriptive flexfield.
Use an Extensible flexfield.
Use a Key flexfield.
Use Oracle Pane Composer to modify the product page.
Identify three mandatory items for creating a rule set in Oracle Fusion.
Effective Start Date and Effective End Date
A company has introduced a new product that requires a new object in the Oracle Fusion Sales application. What is the process to extend this new object in Oracle Fusion Sales?
The administrator uses Oracle Composer to customize a new object and content
The sales manager uses Oracle Composer to customize a new object and content
The administrator uses CRM Application Composer to customize a new object and content.
The sales manager uses Oracle Composer to customize a new object and content.
The sales manager uses Oracle Object Composer to customize a new object and content.
Your company currently uses a legacy system, but has purchased Oracle Fusion Sales. After extensive testing in development, your company is now ready to deploy to a
production application instance and move the data from the legacy system. Identify the two true statements.
Setup data will bedirectly transferred from development to production without the use of import / export.
Setup data will need to be exported from development, and then imported into production
Exporting setup data from development and into production will also import any test sales data that was created in development.
During development, your team can use versioning to export the configuration package multiple times in order to capture setup data whenever it is modified
Sales data can not be exported from the legacy system and then imported to production
Legacy sales data needs to be imported into development before moving to production
You are implementing Oracle Fusion CRM for your company. Currently you are configuring the Assignment Manager. Your company wants to assign territories to a sales load where the Territory Program ID is the same as the Sales Lead Program ID. Select the mapping that you will configure to meet this requirement.
Select the primary object that can be used to configure sales methodology in Oracle Fusion Sales
Which module maintains the industry hierarchy for territory definition?
Oracle Fusion Territory Management
Oracle Fusion Partner Management
Which three rule set types in Oracle Fusion Sales do not have the filter settings associated to them?
Matching Candidate with Scoring
A customer has Implemented Oracle Fusion sales and the sales team in the company wants to convert the qualified lead into a sales opportunity. Identify the correct prerequisite to convert a lead into an opportunity.
lead with sales account and primary product
lead with sales account and assessment data
lead with sales account and revenue lines
lead with assessment data and primary product
lead with sales account and sales methodology
Your organization has to service lines across three continents: one for tech companies and another for oil and gas companies. The oil and gas service primarily supports two categories, each of which will require different technical knowledge. Select the three territory dimensions that need to be used for an optimal territory definition
Select the correct sequence regarding Leads Life Cycle Management.
Load Conversion. Lead Generation, Lead Qualification, Lead Assessment, load
Lead Generation, Lead Qualification, Lead Distribution, Lead Assessment, lead
Load Qualification, Lead Generation, Lead Distribution, Lead Assessment, Lead
Lead Generation, lead Distribution, Load Qualification, lead Conversion, Lead
Lead Assessment, Lead Generation, Lead Qualification, Lead Distribution, Lead
Your company has been working with Fusion in development for some time and has decided to move to production. After configuring part of the production setup data, your
supervisor decides to import the setup data from development. Because two separate teams were working on development and production, not all of the configurations match.
1. Industry is configured in development but not in production.
2. Tax Regime is configured in production but not in development
3. Territories are configured in both development and production, but they were configured differently. Based on this scenario, identify the three things that will happen when the development setup imported to production.
Industry in production will remain unchanged.
Industry In production will be updated with values from development.
Tax in production will remain unchanged.
Tax In production will be deleted.
Territory will be synchronized between development and production.
Territory in production will be updated with the values from development.
Territory in production will remain unchanged.
As an implementation consultant you are asked to define a customer specific template for all quota batch process outputs. Which tool would you use to customize quota batch process output templates?
Oracle BI Publisher
Oracle Essbase Server
Oracle bi Answers
What are the three territory definition dimensions that are maintained in the customer classification module?
Auxiliary 1, 2, 3
Oracle Fusion Territory management is used in an organization to assign sales accounts, leaders, and opportunities. It is also used to generate Business Intelligence reports.
Identify three territory management-related setup tasks that have to be performed by the territory administrator while configuring territories.
Identify visible members.
Enable dimensions and metrics.
Entity three statements that describe the usage of sales stages in opportunity management
Sales stages delineate the progress of an opportunity.
During opportunity creation, the application sets an opportunity to the first sales stagein the sales method being employed.
During opportunity creation, the application sets the opportunities to all the sales stages within the sales method being employed.
Administrators can use the supplied sales stages,but cannot create new sales stages
While editing an opportunity, sales representatives can select another stage, and they can enter a different win probability
A sales manager has been assigned to develop a competitor management program in his organization, with the primary objective of ensuring that his Sales organization has 360 degree view of its competitors. Select the two activities that the sales manager would perform in Oracle Fusion Competitor Management functionality
Design and build a Plan for how to tackle competitor threats in a sale.
Identify and manage internal Experts within his sales organization
Identify and manage Competitor Presence in industries and geographies
Manage activity thresholds
Capture Win/loss Reasons at various opportunities
Which four actions should you perform in order to use the sales catalog to its fullest potential?
Associate an image for the sales catalog.
Create and include promotions within the sales catalog.
Sort the products within the sales catalog by quantity.
Create and include product groups within the sales catalog.
Create and include sales catalogs within the product group.
Relate product groups to other product groups.
Which profile option needs to be enabled for the use of auxiliary dimensions in territory definition?
Classification Category for auxiliary dimension needs to be set to Classification Category,
Customer Class for auxiliary dimension needs to be set to Customer Class.
Customer Type for auxiliary dimension needs to be set to Customer Type.
Customer Account for auxiliary dimension needs to be set to Customer type.
There is no need to sot any profile Option.,
A company makers and sells widgets. After creating the appropriate products and catalogs, the customer decides to only ship products within the USA. The customer also wants to display the number of available widgets in stock in order to prevent a conflict between sales and the available stock. Identify the two function specification changes you would make to meet the customer's requirements.
Set the Availability Engine to Quick Availability
Set the Availability Engine to Detail Availability.
Set the Pricing Engine to Complex
Set the Eligibility Engine to Run and Hide
Set the territory Engine to Do Not Run
Your company has developed Oracle Fusion Territory Management and ask the administrator to enable the dimensions in the territory definition by using data warehousing. Select the correct-sequence of activities.
1. Populate the visibility settings in data warehouse by running ETL.
2. Identify the dimension members to be made visible for territory definition in Territory management.
3. Synchronize the territory management stage environment with the data source.
4. Populate the data warehouse with dimension members and transactional data.
A. 2, 3, 1, 4
B. 4, 2, 1, 3
C. 2, 1, 4, 3
D. 3, 2, 1, 4
What are the three possible scenarios when resource quota dates will differ from the sales quota plan start and end date?
Territory is deleted
Territory resource is removed from a territory and the resource is end dated.
Territory is re aligned.
Resource is deactivated
Quota is assigned to a future dated resource, who will join the organization in future.
Which tool within Oracle Fusion CRM enables business analysts and administrators to customize and extend Oracle Fusion CRM applications, reports, and analytics changes directly from the Fusion CRM application?
Oracle Application Composer
Setup and Maintenance
Reports and Analytics
Your company has purchased and implemented Fusion Sales. During Beta testing, your company received feedback that a button in the sales catalog is unclear and confusing.
You have been assigned to re-label the text in every button instance. Identify the two steps that you will take to accomplish this task.
Navigate to the Product Group Administration page and use Usage Functions to override the button label.
Navigate to the Product Group Administration > Display Options tab to Specify the product group to be updated.
Set the visibility level to Site.
Navigate to the Setup and Maintenance Overview page > Manage Product Group Lookups page Add a new button label value by using Add item Label Values.
Access the Oracle Composer by navigating to a page that displays the button. Select Administration > Customize from Fusion's global area.
Identify three true statements regarding auto inclusion of items in a forecast process.
revenue items with a close date that falls within the forecast period
revenue items that are closed as won
revenue items that are closed as lost
revenue items with "Always include" enabled, with no override enabled in the forecast
revenue items with "Always include" enabled, with override enabled in the forecast
Which statement correctly describes the delete options that are available for lookup types at the customization level?
Deleting a lookup type is possible in user,Extensibleand system customization levels.
Deleting a lookup type is possible in user and Extensible customization levels, but not in system customization levels.
Deleting a lookup type is possible in User customization levels, but not in extensible or system customization levels.
Deleting a lookup type is possible in system customization levels, but not in user or Extensible customization levels.
Deleting a lookup type is possible in Extensible customization levels, but in user or system customization levels.
Identify the two correct statements related to variance in the context of sales quota
Variance is the difference between the adjusted quota amount for the parent territory
and the rolled up total amount from the child territory quotas
Variance is the difference between the predicted sales quota and actual sales quota
Variance is the difference in quota among the child quotas
Variance is the difference in parent and child quota
Variance can be spread, meaning that it gets added to the child territories
You identify three problems while testing the product and catalog structure.
1. Images are missing from certain products.
2. Some products are viewable when viewing a list of all products, but are not viewable when using filters.
3. Some products should appear in multiple catalogs; for example, video games should appear in both the “children” and the “Elements”, Currently, each product appears in only
one catalog. Identify the three actions you would take to resolve these issues.
Upload the correct product images to Oracle’s servers.
Navigate to the details tab of the Product Group Administration page. Select the “Allow Duplicate” flag.
Navigate to the category’s Filter Attributes tab and add the appropriate filter.
Verify that the appropriate attribute are present and associated in the item master.
Set the catalog as a Rollup Catalog.
Verify that the correct URL has been entered in the image server alternate path.
Select the four customization visibility options that are available within Oracle Page Composer
A template administrator creates an Assessment template In Oracle Fusion Sales. Identify the formula to calculate the weighted score for an Assessment template response.
Question Weight * Response Score * Response Rating = Weighted Score
Question Groups Weight * Response Score = Weighted Score
Question Weight* Response Score = Weighted Score
Question Groups Weight " Response Rating =Weighted Score
Question Groups Weight *Response Rating* Response Score = Weighted Score
You are the marketing operations manager for a large manufacturing company. The VP of sales has requested you to export the key sales opportunities for a particular marketing campaign. Identify the statement with respect to security of objects and records during the export process
The list of objects and records available for export is not limited by security policies
The list of objects available for export is not limited by security policies
The list of records available for export is not limited by security policies.
The list of objects and records available for export is limited by security policies.
The list of objects and records available for export is limited by responsibilities.
Which three options qualify as Master Geographical elements, while defining Geography dimension and building a Territory Zone Hierarchy?
Middle East Africa
Which statement is true if a user has not configured the Close Window field in the sales methodology?
Opportunity close date is defaulted with the value of the Opportunity effective End
Date profile option
Opportunity close dateisdefaulted with sysdate
Opportunity close date is defaulted with the value of the Opportunity Close Date
Default profile option
Opportunity close date is defaulted with sysdate plus 30
Opportunity close date is defaulted with the value of the Opportunity freeze Date
Default profile option.
Your company currently limits product groups by customer type. In addition to customer type, your company has determined that product groups should also include a physical
eligibility, and has decided to base this on postal code. While attempting to add the Postal Code Eligibility rule, Fusion returns an error. Identify the issue that would cause this
The physical eligibility's life-cycle phase has been incorrectly set.
The postal code data has been incorrectly configured within the Fusion application.
The children product, groups are not set to inherit rules from the parent product group.
Physical and marketing eligibility rules cannot be combined.
Oracle Fusion cannot limit eligibility by postal code.
You work for a car leasing agency. You know that any sales opportunities for your biggest customer should be sent directly to a supervisor level. Based on these
requirements, how would you configure the assignment object attributes to ensure that this requirement is met?
Use a combination of the customer's Geography ID and Industry.
Use a combination of the customer's Geography ID,Industryand Organization Type
Drill down on the customer's account and select the Named Sales Account check box; then use the Named Account type assignment object attribute.
Set one of the three available auxiliary dimensions to the customer's account name.
This requirement cannot be met in Oracle Fusion CRM.
Identify the relationship between sales methods and sales stages
many to one
In the Oracle Fusion Territory Management application, dimension parameters are used to refine the definition of each dimension so that it meets business requirements. Which two dimensions use parameters to control the number of visible levels in the Dimensional Hierarchy?
Identity the attributes that need to be defined while configuring sales stage in a sales methodology
Phase, Order, Duration mid Stalled Deal Limit
Phase, Order, Duration and Opportunity Status
Phase, Win probability Range, Opportunity Status
Phase, Order, Win Probability Range,Duration and Stalled Deal Limit
Status,Order, Win Probability Range\ Duration and Stalled Deal
A company is implementing the Oracle Fusion territory Management application. Identify three duty roles related to territory management, which have to be assigned to administrators and users to access the application.
Territory Management Enterprise Administration duty role
Territory Management Enterprise duty role
Territory Management Administration duty role
Territory Management Setup duty role
Territory Management User duty role
The territory administrator has defined a territory in the following manner:
1. Account Type = Named
2. Customer size = Medium
3. Geography = US West
Identify the valid entity based on the preceding territory definition.
Any customer who is defined as a Named Account in Fusion Customer Center.
Any customer who is a Named Account of a medium size organization in the US West
Any customer with a medium size organization in the US West zone
Any customer who is named, or whose customer size is medium, or is in the US West
Any prospect who is named, or whose customer size Is medium, or is in the US West
The design team would like to add a new custom field on a Partner Management page, which only Marketing Partner users can see. What customizations should be applied to
effect this change?
Use CRM Application Composer to extend the new field and apply Partners layer
from the Customize Customer pages.
Use CRM Application Composer to extend the new field and apply External Layer
from the Customize Customer pages.
Use Oracle composer to extend the new field and apply the Marketing Partner job role
from the Customize Customer pages
Use Oracle composer to extend the new field and apply External Layer from the
Customize Customer pages
Use CRM Application Composer to extend the new field and apply Site Layer from
the Customize Customer pages
A sales representative receives 50% revenue credit for an opportunity, and he or she should be protected from being removed from the revenue line when territory re
alignment happens, for a specific period of time. Select the solution to enable this scenario.
Enable lock alignment for the sales representative.
Enable resource protection for the sales representative and specify the Resource Protection Period.
Enable deal protection for the sales representative and specify the Resource Deal Protection Period.
Enable resource protection for the sales representative.
Enable edit access for the sales representative.
You are the administrator in charge of Oracle Fusion CRM configuration. When your company decides to expand their market to other countries, you are asked to create a new
role in the application: VP of Foreign Marketing. Identify the two tasks that must be performed when you create the role.
Assign the role directly to the resource.
Assign the role to the employee's team.
Set the manager flag to true.
Set the member flag to true.
Assign the new user to the partner resource role type.
Your company has purchased Oracle Fusion Sales. You have been tasked with setting up security in the Fusion Sales application. To follow proper security guidelines, identify
two important tasks to perform after the Initial setup for security administration
Assign a dedicated IT security user with the IT Security Manager role
Assign the Super User account with the IT Security Manager role
Assign all implementation users with the Super User role
Revoke job Roles form users with the Implementation role
Revoke the IT Security Manager role from users with the implementation role
Select two criteria that must be met for salespeople to submit their forecasts.
forecast past territory freeze date
forecast past forecast due date
forecast before forecast due date
forecast before territory freeze date
territory freeze date past forecast due date
A company's territory administrator has created territories in Oracle Fusion Sales to assign sales representatives to leads and opportunities, identify two options that would
make these territories effective.
Proposal validation returns no errors
Proposal validation returns errors
Oracle Fusion Sales supports automatic synchronization of in-sync interrelated attributes between Opportunity and Revenue Line. A sales manager updates the opportunity status attribute to "Won". Which two automatic in sync updates to Revenue Line attributes will occur?
In-sync Revenue Line Win Probability is unchanged.
In-sync Revenue Line Win Probability is set to 100.
In-sync Revenue Line Close Date is changed to current date.
In-sync Revenue Line status is set to Won.
In-sync Revenue Line status is unchanged.
Identify the three tasks that can be completed through Oracle Page Composer.
Create Object Model extensions.
Create custom pages.
Show, hide, or move page components
Edit the font, color, or size of a page component's text
Create custom fields on predefined pages.
Make a field read-only or required
You are the administrator in charge of configuring your company's Oracle Fusion CRM Resource Organization information. Select the two components that must be included
when creating Sales, Marketing, and Partner organizations.
Organization Expiration Date
Identify the three business entities that can be auto-assigned by territory definition.
Identify two true statements regarding territory freeze date of a forecast.
A current submitted forecast gets automatically unsubmitted when you modify the
territory freeze date of the forecast.
A submitted forecast automatically adjusts its forecast parameters and takes the now
freeze date into account.
A sales admin will have to wait till a new territory freeze date to resubmit forecasts
A sales admin can resubmit forecasts any time after the territory freeze date has
Territory freeze date cannot be modified after submitting the forecast.
While implementing the Oracle Fusion CRM application, you need to record travel
frequency as a custom work requirement. Which option would accomplish this goal?
Use a Person Profile to capture the employee's travel frequency based on employee
Use a Person Profile 1o capture the employee's travel frequency based on employee
Use a Model Profile to capture the position's travel frequency.
Use a Model Profile to capture the organization's travel frequency
Create a free form text Field, and then query the values against the database.
You are the company administrator for Oracle Fusion CRM applications. While configuring the business objects, you will need to capture non-standard information. You
decide that the Notes functionality is best suited to this task. After you have created a new note type during the note setup process, you will be able to__________.
add custom fields to the note object
import the information from a legacy system
map the note type to the business object to aid in end user searching, filtering, and
leave the mapping blank in order to provide end users with a "view all" option
transfer information from the note object to standard fields within Oracle Fusion CRM
A company is interested in implementing Oracle Fusion Territory Management. Identity three prerequisites
Which customization level should he set for a lookup type in order to update the tag attribute of lookup type?
Identity the correct statement related to adjustment threshold in sales quota.
The territory owner CANNOTallocate the adjusted territory quota to child territories
The territory owner can allocate the adjusted territory quota to child territories.
The territory owner can allocate the adjusted territory quota to child territories only in
The territory owner can allocate the adjusted territory quota to child territories only in
the next financial cycle
Compensation plan gets automatically updated based on adjustment threshold in sales
Identify the customization level that does not allow edits to tag on a standard lookup type.
User, System, and Extensible
User and System
A metric that provides a revenue target associated with the expected performance of a salesperson territory for a given forecast period is known as____________.
Unforecasted Pipeline metric
Expected forecast metric
A sales person submits a forecast and then changes an opportunity. The salesperson’s manager rejects the forecast. By default, the forecast items are not synchronized with the
opportunity. Identify the action to be performed to view the updated forecast.
The administrator must enable Forecast Criteria Override
Run the Due Date Check process
The administrator must extend the freeze date
Change the territory for the salesperson
Enable "Refresh from Opportunity" at the forecast level
What feature in sales forecast allows salespeople to manually include or exclude a revenue or item forecast item from the sales forecast?
Forecast Criteria Overrida
Forecast Criteria Rollup
Forecast Explicit Update
The customization level is set to Extensible on a lookup type. Identify two things that can be done on a lookup type during implementation.
Delete predefined codes in a lookup type.
Insert new code to a lookup type.
Update target module for a lookup type.
Delete a lookup type.
Update start date of a non-predefined code.
A sales representative has Full access to an opportunity, and would like to change the opportunity's original owner manually. What type of access to the opportunity will the on
owner have after the change?
The previous owner will have full access to the opportunity
The previous owner slays as one of the opportunity owners, along with the newly
assigned owner unless manually removed from the team.
The previous owner stays as a non primary team member, unless manually removed
from the team.
The previous owner stays as one of the opportunity owners, along with the newly
assigned owner, and cannot be manually removed from the team.
The previous owner stays as a non-primary team member and cannot be manually
removed from the team
Identify three rule set components used to define rule-based assignment for work objects in Assignment Manager
Rule Set Type
A sales manager has been assigned to develop a reference program for his organization,
with the primary objective of helping the sales organization to identify and position
relevant references to prospects and increase sales productivity. Select the activity that
the sales manager would be able to perform in Oracle fusion Reference Management
Develop a reference program that includes reference incentives for wins
Develop a reference program that includes reference registration
Identity and manage the reference presence in industries
Build a comprehensive reference SWOT analysis.
Develop and manage reference activity thresholds and threats levels.