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 reporting
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
Identify the three business entities that can be auto-assigned by territory definition.
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.
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.
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.
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 zone
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 zone
Any prospect who is named, or whose customer size Is medium, or is in the US West zone.
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.
Identify the relationship between sales methods and sales stages.
many to one
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.
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.
Select the four customization visibility options that are available within Oracle Page Composer.
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
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.
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.
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 applicationsets 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.
What are the three territory definition dimensions that are maintained in the customer classification module?
Auxiliary 1, 2, 3
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
Which three rule set types in Oracle Fusion Sales do not have the filter settings associated to them?
Matching Candidate with Scoring
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 disbursements.
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.
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
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
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 ave 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 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
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 criteria.
Create new Forecast itemsfortransactions that meet forecast criteria, remove existing forecast items, and update forecast items that no longer meet the forecast criteria.
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
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 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 ownerand 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 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
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.
Identify three lookup types that are required to manage Oracle Fusion Sales Lead Management?
Manage Lead Status
Manage Time frames
Manage Resource Groups
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 appropriate field.
Enter a constant value for the field during the import process.
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--> EditQuestions/ Weights.
Edit Questions/ Weights --> Enter Assessment Template Details --> Configure Score Ration attributes --> Enter Questions & Responses --> Associate Task Templates --> Configure Ratings
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 --> Configure Ratings
Enter Assessment Template Details --> Enter Questions & responses--> Configure Ratings --> Edit Questions / Weights --> Configure Score Rating attribute --> Associate Task Templates.
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.
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 objects.
This can't be clone because assignment objects contain candidate objects, but not work objects.
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.
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 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.
keeps the forecast items that no longer meet forecast criteria.
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 Assignment Manager.
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
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 Manager.