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CX Foundations (1Z0-1040-25)

The Oracle Fusion Cloud CX Foundations Associate course teaches core CX Cloud fundamentals, including sales, service, marketing, and platform integration, enabling learners to confidently configure and support Oracle CX Cloud solutions.

65
Minutes
45
Questions
65
Passing Score
$95
Exam Cost

Who Should Take This

It is ideal for new or junior CX professionals, functional analysts, and system administrators who have basic familiarity with Oracle applications and want to validate their understanding of CX Cloud basics. Learners aim to gain a recognized credential that demonstrates readiness to implement and troubleshoot sales, service, and marketing processes within Oracle Fusion Cloud.

What's Covered

1 CX Cloud Fundamentals
2 Sales Concepts
3 Service Concepts
4 Marketing Concepts
5 Platform and Integration

What's Included in AccelaStudy® AI

Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats

Course Outline

62 learning goals
1 CX Cloud Fundamentals
2 topics

CX Architecture

  • Identify Oracle Fusion Cloud CX modules: Sales, Service, Marketing, Commerce, and customer data platform.
  • Describe Oracle CX Cloud Infrastructure including SaaS delivery model and integration capabilities.
  • Explain the relationship between CX modules and data flow across customer engagement processes.
  • Analyze business scenarios to determine which CX modules address specific customer experience requirements.
  • Identify the key components and features of CX Architecture and describe their primary functions within Oracle Fusion Cloud CX Foundations Associate.
  • Deploy CX Architecture with integration to analytics, reporting, and audit services for operational visibility.
  • Analyze CX Architecture configurations to identify process inefficiencies, gaps, and optimization opportunities.

Customer Data

  • Describe customer data management: accounts, contacts, leads, and opportunity records in CX.
  • Explain customer data hierarchy with party model, accounts, contacts, and address management.
  • Implement basic customer search and record management in Oracle Fusion Cloud CX.
  • Compare customer data management approaches to recommend strategies for data quality and deduplication.
  • Configure Customer Data with appropriate settings and parameters for a production implementation in Oracle Fusion Cloud CX Foundations Associate.
  • Assess Customer Data implementations against best practices to identify gaps and recommend improvements.
  • Name the prerequisites, dependencies, and supporting modules required for implementing Customer Data.
2 Sales Concepts
2 topics

Sales Process

  • Identify Oracle Sales features: lead management, opportunity management, and forecasting.
  • Explain the lead-to-opportunity-to-quote-to-close sales cycle in Oracle Fusion Sales.
  • Describe territory management, sales team assignment, and quota configuration concepts.
  • Analyze sales process requirements to recommend appropriate CRM configuration for different selling models.
  • Evaluate Sales Process alternatives and tradeoffs to recommend the optimal configuration for given constraints.
  • Recognize common terminology, setup steps, and best practices associated with Sales Process.

Sales Tools

  • Describe Oracle Sales tools: Adaptive Intelligence, sales assistant, and customer 360 features.
  • Explain sales analytics with pipeline analysis, win/loss tracking, and forecast accuracy metrics.
  • Implement basic sales reporting with opportunity, pipeline, and activity subject areas.
  • Evaluate sales tool configurations to recommend features improving sales productivity and forecast accuracy.
  • List the configuration options and parameters available for Sales Tools and describe when each is appropriate.
  • Apply Sales Tools configuration patterns to meet specific business requirements including regulatory compliance.
3 Service Concepts
2 topics

Service Management

  • Identify Oracle Service features: service requests, knowledge management, and routing.
  • Explain service request lifecycle from creation through assignment, resolution, and closure.
  • Describe omnichannel service with web, chat, phone, email, and social media service channels.
  • Analyze service management requirements to recommend channel and routing configurations.
  • Implement Service Management following best practices for process efficiency, compliance, and data accuracy.
  • Diagnose Service Management issues by analyzing reports, audit trails, and configuration to determine root causes.

Digital Service

  • Describe digital service features: chatbots, digital assistant, and self-service portals.
  • Explain knowledge management with article creation, publishing, and search for agent and customer use.
  • Describe customer self-service portal with account management, service requests, and knowledge base.
  • Evaluate digital service configurations to recommend automation approaches for service efficiency.
  • Analyze Digital Service configurations to identify process inefficiencies, gaps, and optimization opportunities.
  • Identify the key components and features of Digital Service and describe their primary functions within Oracle Fusion Cloud CX Foundations Associate.
4 Marketing Concepts
2 topics

Marketing Automation

  • Identify Oracle Eloqua and Marketing Cloud features: campaigns, segmentation, and lead scoring.
  • Explain campaign management with audience segmentation, content creation, and execution scheduling.
  • Describe lead scoring and nurturing workflows for marketing-to-sales handoff.
  • Analyze marketing automation scenarios to recommend campaign and lead management configurations.
  • Name the prerequisites, dependencies, and supporting modules required for implementing Marketing Automation.
  • Configure Marketing Automation with appropriate settings and parameters for a production implementation in Oracle Fusion Cloud CX Foundations Associate.

Analytics and Insights

  • Describe CX analytics features: customer insights, engagement metrics, and predictive analytics.
  • Explain customer journey analytics with touchpoint tracking and engagement measurement.
  • Implement basic CX reporting with customer, sales, and service subject areas.
  • Evaluate CX analytics to recommend measurement frameworks for customer experience improvement.
  • Explain how to troubleshoot common issues with Analytics and Insights including error messages and resolution procedures.
  • Evaluate Analytics and Insights alternatives and tradeoffs to recommend the optimal configuration for given constraints.
5 Platform and Integration
2 topics

CX Platform

  • Describe CX platform capabilities: workflow, configuration, and extensibility features.
  • Explain Oracle CX application configuration with setup tasks, lookups, and profile options.
  • Describe CX security model with roles, data access, and territory-based security.
  • Compare CX platform features to recommend configuration approaches for different business requirements.
  • Compare CX Platform implementation patterns to determine the best approach for business requirements.
  • List the configuration options and parameters available for CX Platform and describe when each is appropriate.

Integration

  • Identify CX integration points: ERP, HCM, external CRM, and third-party applications.
  • Explain CX-to-ERP integration for customer, order, and invoice data synchronization.
  • Describe REST API and Oracle Integration Cloud capabilities for CX data exchange.
  • Evaluate integration architectures to recommend approaches for unified customer data across systems.
  • Describe the architecture and workflow of Integration including integration points with related processes.
  • Implement Integration following best practices for process efficiency, compliance, and data accuracy.

Scope

Included Topics

  • All domains in the Oracle Fusion Cloud CX Foundations exam guide.
  • Core topics: CRM Concepts, Sales, Service, Marketing, Customer Data, CX Platform, Analytics.
  • Oracle Fusion Cloud services, configuration, and best practices.
  • Scenario-based problem solving at the Foundational level.

Not Covered

  • Topics outside the official exam guide scope.
  • On-premises legacy application configuration.
  • Specific pricing values that change over time.
  • Custom development beyond standard configuration.

Official Exam Page

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