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Siebel CRM Desktop for Microsoft Outlook Administration Guide > How Siebel CRM Desktop Handles Siebel CRM Data > How Siebel CRM Desktop Handles an Activity >
How Siebel CRM Desktop Processes an Activity
To process an activity, Siebel CRM Desktop uses the following types of objects:
- A native Microsoft Outlook item, such as an appointment in the calendar, an email, or a task
- A Siebel CRM activity record in Microsoft Outlook that Siebel CRM Desktop synchronizes from the Siebel Server
- A Siebel CRM activity record on the Siebel Server
Figure 6 illustrates the relationships between Microsoft Outlook items in Microsoft Outlook, Siebel CRM records in Microsoft Outlook, and Siebel CRM records on the Siebel Server. Multiple activity types map to the Display In value of the Activities Only list. For example, demos, and so forth. For brevity, Figure 6 does not include these types.
Figure 6. Relationship Between Microsoft Outlook Items, Siebel Activities in Microsoft Outlook, and Siebel Activities on the Siebel Server
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To process an activity, the following work occurs:
- An activity is created in Microsoft Outlook. For more information, see How an Activity Is Created or Modified.
- Siebel CRM Desktop adds a record as a Siebel CRM activity in Microsoft Outlook.
If the user marks as shared a Microsoft Outlook appointment, email, or task, and then saves and closes this item, then Siebel CRM Desktop immediately creates the Siebel CRM activity in Microsoft Outlook.
- During synchronization, Siebel CRM Desktop maps the Siebel CRM activity in Microsoft Outlook one-to-one with the corresponding activity in the Siebel database on the Siebel Server. If the user shares a new Microsoft Outlook item or creates an activity in Microsoft Outlook, then Siebel CRM Desktop uploads this activity during synchronization to the Siebel Server and inserts it in the Siebel database. For more information, see How Siebel CRM Desktop Creates a Corresponding Native Microsoft Outlook item.
How Siebel CRM Desktop Creates a Corresponding Native Microsoft Outlook item
When synchronizing data, if the user possesses the rights to view the activity, and if the activity meets the requirements that the filter settings for the user defines, then Siebel CRM Desktop downloads to Microsoft Outlook any new activities that reside on the Siebel Server. Table 3 describes how Siebel CRM Desktop creates a corresponding native Microsoft Outlook item depending on the settings of the Display In field.
Table 3. How Siebel CRM Desktop Creates a Corresponding Native Microsoft Outlook item
Display In Value for the Siebel CRM Activity |
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Calendar and Activities |
Siebel CRM Desktop creates a calendar item as an appointment only. If the Siebel Start date is not set for the activity, then Siebel CRM Desktop does not create a calendar item in Microsoft Outlook Calendar. The calendar item is linked to this activity. |
To Do and Activities |
Siebel CRM Desktop creates a native Microsoft Outlook task that is linked with this activity. |
Not Calendar and Activities or To Do and Activities |
Siebel CRM Desktop synchronizes the activity as visible under the appropriate parent object, such as an Account Activity, Contact Activity, and so forth. |
Activities Only |
If an activity is Activities Only, and if this activity is not associated with another item to which the user possesses visibility, such as an account or contact, then Siebel CRM Desktop synchronizes the activity but does not display it in the Siebel CRM Desktop client. Instead, it stores it in a hidden Activities folder that is not visible to the user. |
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