Oracle CRM On Demand Essentials Exam

Oracle CRM On Demand Essentials

The Oracle CRM On Demand Essentials (1Z0-527) exam is designed for individual who possess a strong foundation and expertise in selling or implementing Oracle’s CRM On Demand solutions. This certification exam covers topics such as:  Company Administration, Visibility and Access Control, User Setup, Forecast Administration, Team Sharing, Customizing Fields, Customizing Page Layouts, Assignment Rules and Workflows.  Up-to-date training and field experience are recommended.

The Oracle CRM On Demand Implementation Specialist certification recognizes OPN members as OPN Certified Specialists.  This certification differentiates OPN members in the marketplace by providing a competitive edge through proven expertise.  This certification helps the OPN member’s partner organization qualify for the Oracle CRM On Demand Specialization.

This OPN Certified Implementation Specialist exam is now available in English and Brazilian Portuguese!

Exam Number:
150 minutes
Associated Certifications:
Oracle CRM On Demand Certified Implementation Specialist

OPN Certified Specialist
of Questions:
Exam Price:
US $245

More on exam pricing

Passing score subject to change. View Details
Exam Validation:
Exam validated against release 17
Exam Format:
Multiple Choice


Recommended Training Additional Information & Resources Exam Topics Fraudulent Activity Policy

Recommended Training
Oracle CRM On Demand Essentials Exam Study Guide (PDF)
OPN Guided Learning Path:
Oracle CRM On Demand Implementation Specialist
Oracle University Training:
Oracle CRM On Demand Administration Essentials LWC
Oracle CRM On Demand Data Import Workshop - LWC
Oracle CRM On Demand Advanced Analytics Workshop LWC


Additional Information & Resources

Exam Retake Policy
Specialization Catalog (PDF) for all launched and planned Specializations
Product Mapping to Specialization (XLS)
More Training Opportunities for Oracle Partners


Exam Topics

PLEASE NOTE: The exam has been updated for Release 18 and new objectives were introduced. The new objectives are marked with an asterisk '*'.

Introduction to the Company Administrator Role

  • Define the role of the Oracle CRM On Demand Administrator
  • Locate the resources available for Administrators
  • Navigate to the administration pages in the application

Company Administration

  • Update the company profile and explain the effects of company default settings
  • Identify the default settings that can be changed in a user.s personal profile
  • Define Password and Security Controls
  • Set up additional languages and currencies
  • Post a My Homepage alert
  • Monitor user sign-in and other user activity

Visibility and Access Control

  • Identify the features that control visibility and data access

Manager Visibility

  • Define what is meant by a manager visibility structure and explain how it affects data access

Role Setup

  • Modify access profiles to control specific access rights to records
  • Copy, edit, and create roles to satisfy business requirements
  • Define Access for Related Information

User Setup

  • Create users with the correct roles and reporting assignments
  • Set up a sales quota for a user
  • Define Sales Quotas for Users

Books of Business

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

Customizing Fields

  • Document required customizations to fields
  • Create custom fields and re-label existing fields
  • Add or change picklist values
  • Set up cascading picklists
  • Configure field validation rules
  • Map lead conversion fields

Customizing Page Layouts

  • Describe how user roles affect page layouts
  • Create a static page layout
  • Create a related information layout
  • Create a dynamic page layout
  • Create Search, Homepage, and Lead Conversion layouts
  • Organize homepage lists
  • Customize audit trails
  • Update roles to use the new layouts

Extending the Application

  • Create a custom Web applet
  • Create a custom Web tab
  • Set up a Custom object

Product Administration

  • Create product categories and product lists
  • Customize product, asset, revenue, and opportunity product record types
  • Control which products can be associated with opportunities
  • Describe the relationship between products and assets
  • Set up products to enable product revenue forecasting

Forecast Administration

  • Differentiate among the different forecasting options
  • Set up a forecast schedule
  • Add participants to a forecast
  • Describe the effect of user roles and reporting structure on forecasts
  • Update and maintain forecasts

Creating Assignment Rules

  • Use templates to document assignment requirements
  • Describe how CRM On Demand evaluates assignment rules in an assignment rule group
  • Create assignment rule groups, rules, and rule criteria
  • Create territories and assign records to territories
  • Create account and opportunity teams automatically

Team Sharing

  • Describe how team record-sharing is used
  • Define delegated users

Creating Workflow

  • Understand how to use workflow actions
  • Understand basic workflow features and limitations
  • Workflow conditions and syntax
* Reports and Analytics
  • Manage access to reports 
  • Set up visibility to data in reports
  • Create reports with table, chart, and pivot table views
  • Use appropriate filters when creating reports
  • Use the appropriate subject area type to create a report
  • Apply best practices when creating custom reports
* Dashboards
  • Identify the components of a dashboard
  • Identify appropriate business requirements for creating a custom dashboard
  • Create a custom dashboard
  • Create a dashboard prompt
  • Apply best practices when creating a dashboard
* Data Import
  • Use the appropriate method of importing data to meet business requirements
  • Consider import size and data storage limits when importing data
  • Use the correct methods and fields to check for duplicate records during import
  • Create record relationships between imported records
  • Apply best practices when importing data
  • Perform an import using the Import Assistant
  • Verify and troubleshoot imported data
  • Explain how import activities fit into the implementation timeline


Oracle Certification Program Fraudulent Activity Policy

Oracle reserves the right to take action against any candidate involved in fraudulent activities, including, but not limited to, fraudulent use of vouchers, promotional codes, reselling exam discounts and vouchers, cheating on an exam, alteration of score reports, alteration of completion certificates, violation of exam retake policies or other activities deemed fraudulent by Oracle.

If Oracle determines, in its sole discretion, that fraudulent activity has taken place, it reserves the right to take action up to and including, but not limited to, decertification of a candidate's Oracle Certified Associate, Oracle Certified Professional and/or OCM credentials, temporary, indefinite or permanent ban of a candidate from Oracle certification programs, notification to a candidate's employer, and notification to law enforcement agencies. Candidates found committing fraudulent activities forfeit all fees previously paid to Oracle, or to Oracle's authorized vendors, and may be required to pay additional fees for services rendered.

View the Oracle Certification Program Candidate Agreement which requires your agreement before the start of each exam.

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