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CX Training > Tools & Tasks > Flashcards

Tools & Tasks Flashcards

To review basic tools & getting started

1
Q

What types of cloud solutions does Oracle Provide?

A
  1. Infrastructure
  2. Applications
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2
Q

What are the types of Infrastructure solutions does Oracle Provide?

A
  1. A development platform
  2. Integration Framework
  3. Autonomous Database
  4. Analytics, etc.
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3
Q

What is an Oracle Cloud- Based Application?

A

An application you subscribe to that is hosted “somewhere else” and available to users through network connections.

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4
Q

How many environments will CX Sales/Services receive?

A
  1. A production environment scaled to requirements.

A nonproduction environment for development.

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5
Q

What are some characteristics of cloud-based applications

A
  1. Zero Footprint
  2. No Hardware Maintenance
  3. No Applying Updates *
  • There is some admin work pre & post-update.
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6
Q

What is a pod?

A

An environment. The terms are interchangeable.

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7
Q

What is a CSI?

A

A Customer Service Identification number. It is provided in the welcome email.

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8
Q

What is in the welcome email?

A
  1. Access Link
  2. Username
  3. Temporary Password
  4. Subscription details
  5. CSI (Customer Service Identification number) for working with support.
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9
Q

Oracle Cloud Console

A

Web interface for managing application deployment.

It is NOT the application used to run your business & process transactional data.

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10
Q

What is the Oracle Cloud Console used to do?

A
  1. Create instances of your application.
  2. Add Contacts , users, and administrators for cloud administration & monitoring notifications.
  3. Monitor system status
  4. Request changes to your overall deployment.
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11
Q

Who are Oracle Cloud Console Contacts?

A

Individuals that should receive notifications about the overall environment, like planned maintenance , service outages, and security incidents.

Contacts may be associated with multiple services.

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12
Q

Who are Oracle Cloud Console Users?

A

They can sign into the Oracle Cloud Console to:
1. View Notifications
2. Access Applications where access has been granted
3. Manage their own accounts (contact info, passwords, & preferences)

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13
Q

Who are Oracle Cloud Console Administrators?

A

They can do everything a user can do AND:
1. Manage user accounts
2. Manage contacts
3. Manage services

There should always be at least 1 backup admin for each service.

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14
Q

Name all of the tools/ application areas used in setup & configuration:

A
  1. Setup & Maintenance
  2. Profile Options
  3. Security Console
  4. Scheduled Processes
  5. Oracle Business Intelligence
  6. Configuration Tools
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15
Q

Describe “Setup an Maintenance”

A

The primary tool used to access setup tasks you need in your implementation. Through it you manage implementation projects, and run configuration tasks

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16
Q

Describe Profile Options

A

Specific configuration settings you adjust for your implementation.

Ex. Enabling auto assignment of opportunities when they are created.

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17
Q

Describe the Security Console

A

The tool used to:
1. Explore existing security roles
2. Create user-defined security roles
3. Manage user passwords and password requirements
4. Manage security notifications

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18
Q

Describe Scheduled Processes

A

Used to schedule immediate or period jobs.

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19
Q

Describe Oracle Business Intelligence (BI)

A

Used to create or modify analyses, reports, infolets, dashboards, etc.

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20
Q

Describe the Application Composer

A

Used to configure objects, relationships, and business logic as well as configuring what users can see and do on certain UI pages.

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21
Q

Describe the Page Composer

A

Used to manage analytics pages and content and some saved searches

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22
Q

Describe the Visual Builder

A

Used to create and deploy web, mobile and progressive web interfaces that let users interact with sales data

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23
Q

Describe the click path for the Setup Assistant.

A

Navigate to Setup & Maintenance> Sales> Company Profile> Setup Assistant

24
Q

Describe when you should use the spreadsheet option in the Setup Assistant.

A

When you are working on a new implementation.

24
Q

Describe the two modes in the Setup Assistant Function

A
  1. Download & update a spreadsheet
  2. Use the live application to enter your data
25
Q

Describe when you should use the data entry option in the Setup Assistant

A

If you already have other Fusion applications set up in the environment.

26
Q

What is the Enterprise Name?

A

The name of your company

27
Q

What is Country in the context of the Setup Assistant?

A

The Country where your company is headquartered.

28
Q

What is Address 1 in the context of the Setup Assistant?

A

Your company’s address

29
Q

What is Corporate Currency?

A

The default currency for the application

30
Q

Can the Setup Assistant be run multiple times?

A

Technically, yes.

31
Q

What can be updated by using the Setup Assistant multiple times?

A
  1. Import additional geographies
  2. Create additional sales setup users
  3. Create additional competitors
  4. Modify existing sales stages
  5. create additional resource roles and mappings
32
Q

What cannot be updated by running the Setup Assistant multiple times?

A
  1. Company information or calendar
  2. Hierarchy roots like the root catalog or top of the resource org
33
Q

How many times can the Sales Setup Assistant be run?

A

5.

34
Q

What is an Offering?

A

All that you can configure in an application or area that contain tasks.

35
Q

Describe the click path for enabling an offering.

A

Navigate to My Enterprise > Offerings

36
Q

What is an implementation project?

A

A template that you can download from My Oracle Support or you can make your own.,

They should include:
1.Which offerings you want to include
2. Which functional areas within each offering you want to include.

37
Q

How are implementation Projects different from Offerings?

A
  1. An implementation project can span multiple offerings.
  2. Implementation Projects can run scheduled processes.
  3. You can add and remove tasks from an implementation project.
  4. Task can be assigned, scheduled and can have statuses to help you keep track of the implementation.
38
Q

What is the Company Profile?

A

It is where you can update, review, or add your company information.

39
Q

What is the Accounting Calendar?

A

It is the calendar used for analytics and breaks down a fiscal year into periods. Once set it cannot be changed.

40
Q

What are periods and how should they be configured?

A

Options for breaking up an accounting calendar into smaller increments of time. Periods should be set for the smallest increment of time needed for forecasting & reporting.

41
Q

4/4/5 Calendar

A

indicate monthly calendars where the first month, and second month have 4 weeks, but the third month has 5 weeks. This allows months and quarters to end the same day of the week for each period. Giving us 13 week quarters which matches the calendar year more closely.

42
Q

When and how should you specifiy the Accounting Calendar?

A

When you don’t use the Setup Assistant.
To specify, use the “Manage Calendar Profile Option” task and set the calendar to ZCA_COMMON_CALENDAR

43
Q

How many years in the future should you add for forecasting?

A

5.

44
Q

How do you make newly added time periods available for analytics?

A

Run the “Refresh Denormalized Time Dimension Table for BI” scheduled job.

45
Q

How do you set a currency for a user?

A

Set the FND_CURRENCY profile option for users that default to a currency that is different for the default currency of the application.

46
Q

What are the two ways to set exchange rates?

A
  1. Use the Create Daily Rates Spreadsheet
  2. Use the “Manage Conversion Rates Types” task to enter the exchange rates manually.
47
Q

Name the 4 currency exchange rate types

A
  1. Corporate
  2. Spot
  3. User
  4. Fixed
48
Q

What is the Corporate Exchange Rate Type?

A

Use the corporate exchange rate and for aggregation, use the rate at the end of the period.

49
Q

What is Spot Exchange Rate Type?

A

Similar to corporate, except for aggregation use the average rate not the end rate.

50
Q

What is the User Exchange Rate Type?

A

The user will enter the exchange rate as part of the transaction

51
Q

What is the Fixed Exchange Rate Type?

A

The exchange rate is fixed for the period.

52
Q

What is a geography?

A

Data that describes any region in the world with a boundary around it.

53
Q

What can geographies be used for?

A
  1. They can be used to define territories.
  2. They can be used to verify addresses within the application.
54
Q

Which task do you use to set address formats by country?

A

“Manage Address Formats” task

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