A Template administrator is creating a new assessment template for capturing assessment data
of the sales lead. Identify the three out of the box template types available in Oracle Fusion CRM.
A.
Lead
B.
Opportunity
C.
Opportunity Revenue Line
D.
Customer
E.
Product
Explanation:
A: Lead assessment templates enable a uniform assessment implementation across
leads and provide guidance to sales resources to move the leads further along
the sales cycle.
Assessment templates enable the analysis and scoring of an opportunity object,
such as a product(E), a competitor, or an opportunity(B)overall. After selecting an
assessment type, you enter a series of responses to achieve a weighted score. This
score then helps determine the success rate of the opportunity
Note: Assessment templates enable you to evaluate the health of a particular business object,
such as an opportunity product, an opportunity competitor, or an opportunity overall. An
assessment template consists of a set of weighted questions and possible responses that
arescored. After selecting the appropriate assessment type, you enter responses for all the
questions in an assessment template, and achieve a score once the assessment is submitted.
This score is used to evaluate the health of the business object. For example, the score could help
determine the success rate of the parent opportunity.
Oracle Fusion Applications Sales Implementation Guide, Assessment Templates:
Points to Consider