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Siebel CRM Desktop for Microsoft Outlook Administration Guide > How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data >
How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Calendar
Table 22 describes how Siebel CRM Desktop maps objects between a Siebel CRM activity and Outlook Calendar.
Table 22. How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Calendar
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Owner |
For more information, see How Siebel CRM Assigns the Meeting Organizer. |
Yes |
Not applicable. |
PIM Meeting Participants |
List of participants for the appointment, delimited by a semicolon (;). |
No |
Not applicable. |
Employees |
List of employees that is received from the list of participants when Siebel CRM Desktop resolves the primary email of the employees. |
No |
Siebel CRM Desktop performs the preliminary resolution when an appointment is saved. To improve the quality of this list, after the next synchronization, the Siebel Server analyzes the processing that occurs on the server. |
Contacts |
List of contacts that is received from the list of participants that remain after employees are removed from this list when Siebel CRM Desktop resolves the primary email of the contacts. |
No |
The logic that applies for the Employees field also applies for the Contacts field. |
Type |
Type that the user specifies when linking the CRM record. The default value is Appointment. |
Yes |
The user can choose the activity type in the form of the Outlook calendar item only for an activity that contains the following Display in value: Calendar and Activities
The customization package defines the default value. You can change this value. |
Description |
For more information, see How Siebel CRM Desktop Handles an Item That is Marked Private. |
No |
The value that is set for a private task is defined in the customization package and is included in the localization resources. |
Priority Values are:
- 1-ASAP
- 2-High
- 3-Medium
- 4-Low
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Outlook priority Values are:
- 1-High
- 2-High
- 3-Medium
- 4-Low
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No |
For more information, see How Siebel CRM Desktop Maps the Priority Field. |
Comments |
Description A private calendar item does not include a description. |
No |
Not applicable. |
Account |
Account association that the user specifies when the user links a CRM record. |
No |
Not applicable. |
Opportunity |
Opportunity association that the user specifies when the user links a CRM record. |
No |
Not applicable. |
Created by |
User ID of the employee who creates the activity. |
Yes |
Not applicable. |
Created Date |
Timestamp of when the activity is created. |
Yes |
Not applicable. |
Planned |
Start Date/Time |
Yes |
Not applicable. |
Planned Completion/End time |
End Date/Time |
Yes |
Not applicable. |
Duration |
Duration |
Yes |
Not applicable. |
Meeting Location |
Location |
No |
Not applicable. |
Private |
Private |
No |
Not applicable. |
Repeat |
Recurring flag |
No |
Not applicable. |
Repeat Until |
Recurrence Range End |
No |
Not applicable. |
Repeat Frequency |
For recurrence, Siebel CRM Desktop uses a binary field that combines the data from a number of Microsoft Outlook fields. The frequency is daily, weekly, monthly, or yearly. |
No |
Not applicable. |
How Siebel CRM Desktop Handles an Item That is Marked Private
Siebel CRM Desktop handles an item that is marked Private in the following ways:
- From Microsoft Outlook to Siebel CRM. Assume the user shares a meeting with Siebel CRM and also adds a check mark to the Private check box to make this meeting private. In this situation, Siebel CRM Desktop synchronizes the meeting and the setting of the Private check box to the Siebel Server. It performs this synchronization in the same way that it synchronizes any other field. Siebel CRM does not display the contents of this meeting to any user who interacts with the Siebel Server except the meeting owner.
- From Siebel CRM to Microsoft Outlook. If the user is directly associated with an activity, then a filter on the action object causes Siebel CRM Desktop to synchronize this activity to Microsoft Outlook even if the Private check box for this field contains a check mark. For example, assume the Private check box in an activity for an account contains a check mark. In this situation, Siebel CRM Desktop does the following:
- Downloads and displays this activity for the user who is associated with it.
- Does not download or display this activity to any user who is not associated with this activity record, even if this user is on the Account Team.
How Siebel CRM Desktop Maps the Priority Field
Siebel CRM data includes an ASAP priority value but Microsoft Outlook data does not. Because it is not possible to save the ASAP value during synchronization, Siebel CRM Desktop does not include it in the mapping. If a Siebel task is marked 1-ASAP, then Siebel CRM Desktop creates a mapping error. A Microsoft Outlook activity includes another field to store the Priority value that is derived from the Siebel CRM data. Note the following behavior:
- If a Microsoft Outlook item is updated, and if the Priority of the Outlook item is High, then Siebel CRM Desktop validates the stored value.
- If the value that is stored for the activity is ASAP, then Siebel CRM Desktop uses the ASAP value from the activity.
- If the value that is stored for the activity is not ASAP, then Siebel CRM Desktop uses the value from the Microsoft Outlook record.
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