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CX Sales (1Z0-1041-25)
The Oracle Fusion Cloud Sales Associate certification exam validates proficiency in managing leads, opportunities, forecasting, territory planning, quoting, activities, analytics, AI, mobile, and integration within Oracle Fusion Cloud.
90
Minutes
55
Questions
65
Passing Score
$245
Exam Cost
Who Should Take This
Sales professionals, business analysts, and solution consultants who work with Oracle Fusion Cloud and aim to demonstrate expertise in end‑to‑end sales processes should pursue this certification. It is ideal for individuals with 1–3 years of experience in sales operations or CRM implementation who seek to enhance credibility and advance their careers.
What's Covered
1
Lead and Opportunity
2
Forecasting and Territory
3
Quotes and Activities
4
Analytics and AI
5
Mobile 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
Lead and Opportunity
2 topics
Lead Management
- Identify lead types: marketing leads, sales leads, and lead qualification criteria.
- Configure lead management with scoring rules, assignment, qualification workflows, and conversion.
- Implement lead import from marketing automation with deduplication and routing rules.
- Analyze lead management to recommend scoring models and qualification processes for conversion improvement.
- Identify the key components and features of Lead Management and describe their primary functions within Oracle Fusion Cloud Sales Associate.
- Deploy Lead Management with integration to analytics, reporting, and audit services for operational visibility.
- Analyze Lead Management configurations to identify process inefficiencies, gaps, and optimization opportunities.
Opportunity Management
- Describe opportunity stages, sales methods, and win probability tracking.
- Configure opportunity management with custom stages, revenue schedules, and team selling assignments.
- Implement opportunity product line items with pricing, quantity, and revenue scheduling.
- Evaluate opportunity management to recommend pipeline processes for forecast accuracy improvement.
- Configure Opportunity Management with appropriate settings and parameters for a production implementation in Oracle Fusion Cloud Sales Associate.
- Assess Opportunity Management implementations against best practices to identify gaps and recommend improvements.
- Name the prerequisites, dependencies, and supporting modules required for implementing Opportunity Management.
2
Forecasting and Territory
2 topics
Forecasting
- Identify forecast types: pipeline, best case, commit, and closed forecasts.
- Configure forecast definitions with period, hierarchy, and submission workflow settings.
- Implement forecast adjustments with manager overrides, category changes, and submission tracking.
- Analyze forecasting accuracy to recommend improvements for revenue predictability.
- Evaluate Forecasting alternatives and tradeoffs to recommend the optimal configuration for given constraints.
- Recognize common terminology, setup steps, and best practices associated with Forecasting.
Territory Management
- Describe territory components: dimensions, rules, and hierarchy assignment methods.
- Configure territory models with geographic, industry, and named account assignment rules.
- Implement territory proposals with what-if analysis and alignment optimization.
- Evaluate territory designs to recommend structures maximizing coverage and minimizing conflict.
- List the configuration options and parameters available for Territory Management and describe when each is appropriate.
- Apply Territory Management configuration patterns to meet specific business requirements including regulatory compliance.
3
Quotes and Activities
2 topics
Quote Management
- Identify quote components: pricing, products, terms, and approval workflows.
- Configure quote templates with standard terms, pricing rules, and document generation.
- Implement quote-to-order conversion with approval, electronic signature, and order creation.
- Analyze quote management to recommend configurations improving win rates and deal velocity.
- Implement Quote Management following best practices for process efficiency, compliance, and data accuracy.
- Diagnose Quote Management issues by analyzing reports, audit trails, and configuration to determine root causes.
Activity Management
- Describe activity types: tasks, appointments, call logging, and customer visits.
- Configure activity management with task templates, calendar integration, and notification rules.
- Implement sales cadence and engagement tracking for structured follow-up sequences.
- Evaluate activity management to recommend processes improving sales rep productivity and accountability.
- Analyze Activity Management configurations to identify process inefficiencies, gaps, and optimization opportunities.
- Identify the key components and features of Activity Management and describe their primary functions within Oracle Fusion Cloud Sales Associate.
4
Analytics and AI
2 topics
Sales Analytics
- Identify sales reports: pipeline, activity, win/loss, and quota attainment reports.
- Implement OTBI sales reporting with subject areas for pipeline analysis and performance tracking.
- Configure sales dashboards with KPIs for revenue, conversion rates, and sales velocity metrics.
- Analyze sales data to identify trends and recommend strategy adjustments for performance improvement.
- Name the prerequisites, dependencies, and supporting modules required for implementing Sales Analytics.
- Configure Sales Analytics with appropriate settings and parameters for a production implementation in Oracle Fusion Cloud Sales Associate.
AI Features
- Describe Oracle AI for Sales: recommendation engine, next-best-action, and predictive scoring.
- Configure Adaptive Intelligence for lead scoring, opportunity insights, and contact recommendations.
- Implement sales AI features with data preparation, model training, and recommendation delivery.
- Evaluate AI feature effectiveness to recommend tuning and adoption strategies for sales productivity.
- Explain how to troubleshoot common issues with AI Features including error messages and resolution procedures.
- Evaluate AI Features alternatives and tradeoffs to recommend the optimal configuration for given constraints.
5
Mobile and Integration
2 topics
Mobile Sales
- Identify Oracle Sales mobile features: CRM access, offline capability, and mobile-specific workflows.
- Configure mobile sales with layout customization, offline sync rules, and push notification settings.
- Implement mobile-optimized workflows for lead capture, opportunity updates, and activity logging.
- Analyze mobile usage patterns to recommend configurations improving field sales productivity.
- Compare Mobile Sales implementation patterns to determine the best approach for business requirements.
- List the configuration options and parameters available for Mobile Sales and describe when each is appropriate.
Integration
- Describe Sales integration with marketing, service, ERP, and email/calendar systems.
- Configure Sales-to-ERP integration for order creation, customer sync, and pricing data exchange.
- Implement email and calendar integration with tracking, contact sync, and activity capture.
- Evaluate integration configurations to ensure seamless data flow across the customer lifecycle.
- 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 Sales Associate exam guide.
- Core topics: Lead Mgmt, Opportunities, Forecasting, Territory, Quotes, Analytics, Mobile, Integration.
- Oracle Fusion Cloud services, configuration, and best practices.
- Scenario-based problem solving at the associate 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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