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Customizing Synchronization

The connector_configuration.xml file defines objects that Siebel CRM Desktop synchronizes. It includes synchronization settings that affect the following types of filters:

• Deduplication filters. To determine if an item already exists in the Siebel database when Siebel CRM Desktop uploads the item from Microsoft Outlook to the Siebel database, it uses special criteria that the connector_configuration.xml file describes. For more information, see How Siebel CRM Desktop Prevents Duplicate Records.
• Preset filters. Defines preset filters for a custom synchronization. These presets help the user to synchronize only the data that the user requires, which helps to avoid downloading data that the user does not require. You can configure any filter preset as the default.

For more information, see XML Code to Customize Synchronization.