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Oracle Fusion Customer Relationship Management 11g Sales Essentials

Question No: 31

What happens when a salesperson updates the opportunity revenue items after a forecast is submitted and his or her manager has rejected the forecast?

  1. Forecast items are synchronized with the opportunity.

  2. Forecast items are synchronized with the opportunity only if Refresh from Opportunity at the forecast level is selected.

  3. Forecast items are synchronized with the opportunity only if Refresh from Opportunity at the opportunity level is selected.

  4. Forecast items are synchronized with the opportunity only if Refresh Cache at the forecast level is selected.

  5. Forecast items are not synchronized with the opportunity.

Answer: B

Explanation: Update from Opportunity

A salesperson submits a forecast and then changes an opportunity. The salesperson#39;s manager rejects the forecast. By default, the forecast items are not synchronized with the opportunity. If the salesperson enables Refresh from Opportunity at the forecast level, then any changes from the opportunity appear immediately in the forecast.

Note: A manager can select any subordinate’s forecast and reject the forecast by clicking the Reject button.

After the forecast is rejected for a subordinate, the subordinate can update the forecast and resubmit it.

Reference: Oracle Fusion Applications Sales Implementation Guide, Update from Opportunity

Question No: 32

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?

  1. Drill down on the Import Activity#39;s Status field and open the log file.

  2. Drill down on the Import Activity#39;s Status field and open the exception file.

  3. Drill down on the Import Activity#39;s Status field and open the error file.

  4. Open the log file that is automatically emailed to the administrator after the import process completes.

  5. Navigate to the import record in Oracle Web Services.

    Answer: C

    Explanation: Review the Import Activity status and reports

    1. Navigate to the Manage Import Activities page from the Tasks region of your work area or Functional Setup Manager task to view the import status.

    2. Click on the Status hyperlink for the import activity to navigate to the View Import Status page.

    3. Open the exception and error files by navigating to the Files Processed section, Attachment column, and clicking on the file names.

    4. Review the errors file for details on each error and determine the action to take. In this example, a record in the source file failed the duplicate validation. You verify that the source file record is a duplicate to an existing record and determine the source file record should not be imported. A second record failed due to an invalid date and should be corrected and imported.

Reference: Fusion Applications Help, Managing File-Based Import Exceptions: Worked Example

Question No: 33

Identify three correct statements regarding lookups and lookup values.

  1. Standard lookups can be defined in any of the Standard, Common, or Set Enabled

    views.

  2. Lookups can be restricted to a specific module during lookup setup.

  3. In order for lookup changes to appear in the UI, the user must log out and log in again.

  4. Lookup values ran be configured with effective date and expiration date to enable/disable.

  5. Lookups can be configured with dynamic lists of values using tables.

Answer: A,C,E

Explanation: A: There are three kinds of lookups: standard, common, and set enabled C:If you make changes to a lookup, users must sign out and back in before the changes take effect.

E: Referencing Lookups

You must create view accessors for all lookups data sources (FND_COMMON_LOOKUPS, FND_SETID_LOOKUPS, HR_LOOKUPS, and so on) that are referenced in the entity object.

Reference: Oracle Fusion Applications Common Implementation GuideRLookups: Explained

Question No: 34

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?

  1. individual resources

  2. roles within the resource team

  3. Resource Hierarchy

  4. Resource Organizations

  5. resource team organizational restrictions

Answer: A,B,D

Explanation: B: How Resource Role Setup Simplifies Resource Setup

Use the Resource Role Setup tasks to define specific roles that best reflect the way responsibilities are distributed within the deploying company. If your resource roles are created before you start setting up your resources, you can easily assign roles to

resources, simplifying task assignment. Resource roles that are tagged as manager or member roles also determine how eventually the reporting hierarchy gets built.

Later, when you need to assign resources to organizations, resource roles can help you specify the precise roles that resources need to play within the organizations to which you assign them.

Resource roles also simplify security provisioning for resources. You can define security roles corresponding to resource roles using the role mapping interface. Once such mapping rules are setup, you can provision security roles by assigning the corresponding resource roles to resources.

Note: A resource team is a group of resources formed to work on work objects. A resource team may comprise resource organizations (D), resources (A), or both. A resource team cannot be hierarchically structured (not C) and is not intended to implement an organization structure. You can also use resource teams as a quick reference to groups of related resources that you can quickly assign work objects to.

Reference: Oracle Fusion Applications Customer Data Management Implementation Guide, Common Customer Data Management Configuration: Define Resource Team Information

Question No: 35

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?

  1. Oracle Composer gt; Sales Dashboard gt; Customize Home Pages gt; Sales VP

  2. Sales Dashboard gt; Administration gt; Customize Home Pages gt; Job Role

  3. Administration gt; Oracle Composer gt; Personalization gt; Sales Account Region

  4. Sales Dashboard gt; Personalization gt; Customization Manager gt; Job Role

  5. Sales Dashboard gt; Administration gt; Customization Manager gt; Sales VP

Answer: E

Explanation: In Oracle Fusion Sales, you can customize the Sales dashboard using Oracle Composer. To access Oracle Composer, navigate to the Sales dashboard and select to customize that page from the Administration menu or Personalization menu in the global area. You can also access Oracle Composer by selecting Customization Manager

from the Administration menu.

Note: When you select to customize a page from the Administration menu in the global area, you launch Oracle Composer.

Reference: Fusion Applications HelpCustomizing Oracle Fusion Sales Pages Using Oracle Composer: Explained

Question No: 36

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?

  1. Oracle Fusion Common CRM

  2. Oracle Fusion Customer Center

  3. Oracle Fusion Sales

  4. Oracle Fusion Marketing

  5. Oracle Fusion Sales catalog

Answer: B,C,D

Explanation: B: You can create custom objects for the Oracle Fusion Customer Center application.

C: You can create custom objects for the Oracle Fusion Sales application.

D: You can create custom objects for the Oracle Fusion Marketing application.

Reference: Oracle Fusion Applications CRM Extensibility Guide, Customizing Oracle Fusion CRM Applications Using Oracle Fusion CRM Application Composer: Explained

Question No: 37

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 .

  1. Productive environment

  2. Test environment

  3. Stage environment

  4. Production instance

  5. Proposal environment

Answer: C

Explanation: The staging environment provides a stable environment where final configuration and testing takes place before the portal is moved to production.

Reference: Oracle Fusion Middleware Developer#39;s Guide for Oracle WebCenter, What is the WebCenter Portal Life Cycle?

Question No: 38

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?

  1. Standard lookup

  2. Set-enabled lookup

  3. Common lookup

  4. Any lookup type can be used for this task.

  5. Lookups are not appropriate for this task.

Answer: C

Explanation: The available kinds of lookups are as follows.

  • Standard

    Lists the available codes and translated meanings

  • Set enabled

    Additionally associates a reference data set with the lookup codes

  • Common Legacy lookups

    Reference; Oracle Fusion Applications Compensation Management, Incentive Compensation Guide Standard, Common, and Set-Enabled Lookups

    Question No: 39

    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#39;s development?

    1. Make the changes directly to the Resource Organization Hierarchy.

    2. Create a new version of the Resource Organization Hierarchy, and set a date for automatic activation.

    3. The current Resource Organization Hierarchy can#39;t be edited; copy the hierarchy, modify the copy and set it as Active.

    4. The current Resource Organization Hierarchy should first be archived.

    5. The current Resource Organization Hierarchy should first be deleted.

    Answer: A,B

    Explanation: A: Implementing Immediate Resource Organization Hierarchy Changes

    In case of immediate changes in the organization hierarchy, either make changes directly to the hierarchy or create a new version of the existing hierarchy and set it to become active when the new organization structure needs takes effect.

    Note: Changes made to existing hierarchies are saved automatically and updated immediately.

    B: Implementing Planned Resource Organization Hierarchy Changes

    Create a new version of the active hierarchy and specify the date on which the new version needs to become active. Once the new version is saved, you can make and save the changes needed. Ensure that you have made all the changes needed to the new version before the date on which the new version needs to become active.

    Note: As organizations evolve, you may need to make changes to the existing organization hierarchy. Create organization hierarchies to capture these changes without impacting active hierarchies.

    Depending on the urgency and nature of the changes within the deploying company, organization hierarchy changes can either be immediate or planned.

    Reference: Oracle Fusion Applications Customer Data Management Implementation Guide, Resource Organization Hierarchy Versioning: Explained

    Question No: 40

    Identify the combination of steps that show the correct precedence in sales quota planning.

    1. 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.

    2. 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.

    3. 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.

    4. 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.

    5. 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.

    Answer: B

    Explanation: A sales quota plan covers a period of one year. The administrator selects territories to include in the quota setting process, and can optionally add territory proposals to allow the setting of quotas for proposed territories.

    For the sales quota plan options, the administrator selects an adjustment threshold, a territory quota formula, and a seasonality factor group to apply to all territories. Territory options override sales quota plan options. For example, the territory quota formulas and seasonality factor groups selected for individual territories override the formulas selected for all territories.

    Reference: Oracle Fusion Applications Sales Implementation Guide, Sales Quota Plan

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