Oracle CRM On Demand Essentials

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Oracle CRM On Demand Essentials

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about Oracle CRM On Demand Essentials

The Oracle CRM On Demand from Oracle is designed to drive sales, marketing, and performance in service, providing material value to all sorts of organizations. Nonetheless, though many of your company's workers can use it, it can be operated and maintained by a few vital beneficiaries of the service like the administrative managers.

The Oracle CRM On Demand Administration Essentials course offers real-life implementation scenarios with hands-on experience, arming your administrative staff with the skills to configure and manage the application, providing better resources for your end-users to do their work, and allowing your business to develop and grow.

Oracle CRM On Demand Essentials Exam

The Oracle 1Z0-527 certification exam is specifically aimed at those applicants who have any Oracle CRM On Demand experience or exposure and want to improve their career with the Oracle CRM On Demand Certified Specialist (OCS) credential. The certification exam for Oracle CRM On Demand Essentials validates your knowledge of the Oracle CRM On Demand technology and sets the stage for your potential advancement.


Introduction to the Company Administrator Role

  • Define the position of the Administrator of Oracle CRM On Demand
  • Find the available tools for Administrators
  • Navigate to the Management Pages in the program

Company Administration

  • Update the profile of the company and clarify the effects of default company settings
  • Define the default settings that you can change in the personal profile of a user
  • Define Authentication and Password Controls
  • Set up additional currencies and languages
  • Post a warning to My Homepage
  • User sign-in and other user behaviour tracking

Visibility and Access Control

  • Identify the visibility and data access control functions

Manager Visibility

  • Define what is meant by a visibility structure for managers and describe how it affects access to data

Role Setup

  • Modify access profiles to monitor basic record access rights
  • Copy, change and build positions to meet company requirements
  • Identifying access to Relevant Knowledge Access

User Setup

  • Build users with the correct roles and assignments for reporting
  • Setting up a user sales limit
  • Identifying User Revenue Quotas

Books of Business

  • Describe and why you use the Book of Business functionality
  • Set up a Company Hierarchy Book
  • Provide links to books for users, and update responsibilities, and access profiles
  • View the Book Selector and use it
  • Add documentation to books

Customizing Fields

  • Necessary document customizations for fields
  • Developing custom fields and re-labeling existing fields
  • Add or modify the values of the picklist
  • Set up picklists for cascading
  • Configure Rules for Field Validation
  • Map fields for lead conversion

Customizing Page Layouts

  • Describe how user roles influence page templates
  • Build a static layout of a page
  • Build a linked layout of knowledge
  • Build a dynamic layout of a page
  • Build templates for the quest, HomepageHomepage, and lead conversion
  • Arrange lists of homepages
  • Customize trails for audit
  • Upgrade functions for the new layouts to be used

Extending the Application

  • Develop a custom applet for the Web
  • Build a custom tab for the Site
  • Configure a Custom Item

Product Administration

  • Establish groups of goods and product lists
  • Customize types of product, asset, profits, and opportunity product record
  • Regulation over which you can connect goods to possibilities
  • Explain the relationship between assets and goods
  • Set up products to allow forecasting of product revenues

Forecast Administration

  • Differentiate between the various options for forecasting
  • Set up a routine for forecasts
  • Add respondents to a prediction
  • Explain the effects on forecasts of user roles and the reporting structure
  • Update and retain predictions

Creating Assignment Rules

  • Using templates to document specifications for assignments
  • Explain how CRM On Demand in an assignment rule category tests assignment rules
  • Build classes, laws, and rule requirements of the assignment rule
  • Establish territories and grant territories with records
  • Account and incentive teams automatically build

Team Sharing

  • Describe the use of team record-sharing
  • Description of Delegated Users