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Defining Synchronization for a Custom Object

This task is a step in Process of Customizing Objects in Siebel CRM Desktop.

In this topic, you define a custom object so that Siebel CRM Desktop can synchronize it with a Siebel CRM object.

To define synchronization for a custom object

1. Use an XML editor to open the connector_configuration.xml file.

   For more information, see About Files in the Customization Package.

2. Define the Links section.

   The Links section contains a set of fields that reference other objects. You must define these references to allow the Synchronization Engine to synchronize objects in the correct order and to download the related items. To define the links, you add the following XML code:

   <type id="Action">

   <view label="Activity" label_plural="Activities" small_icon="type_image:Event:16" normal_icon="type_image:Event:24" large_icon="type_image:Event:48"></view>

   <synchronizer name_format=":[:(Description):]">

   <links>

   <link>Account Id</link>

   <link>Opportunity Id</link>

   <link>Primary Owner Id</link>

   </links>

   </synchronizer>

   </type>

3. Define the deduplication keys.

   Because the business environment for this example requires that activities are the same if their descriptions are the same, one natural key is defined. That key is Description. Add the following XML code to the synchronizer tag:

   <natural_keys>

   <natural_key>

   <field>Description</field>

   </natural_key>

   </natural_keys>

4. Add the following descriptions to the connector_configuration.xml file for the intersection records that you defined for contacts and employee in Step 4:

   <type id="Action.Employee.Association">

   <view label="Activity Employee" label_plural="Activity Employees" small_icon="type_image:Generic:16" normal_icon="type_image:Generic:24" large_icon="type_image:Generic:48" suppress_sync_ui="true"></view>

   <synchronizer name_format=":[:(UserName) :]">

   <links>

   <link>EmployeeId</link>

   <link>ActionId</link>

   </links>

   </synchronizer>

   </type>

   <type id="Action.Contact.Association">

   <view label="Activity Contact" label_plural="Activity Contacts " small_icon="type_image:Generic:16" normal_icon="type_image:Generic:24" large_icon="type_image:Generic:48" suppress_sync_ui="true"></view>

   <synchronizer name_format=":[:(ContactName) :]">

   <links>

   <link>ActionId</link>

   <link>ContactId</link>

   </links>

   </synchronizer>

   </type>