Configuring the Contact Synchronization Filter

When you configure a new filter it is to be a replacement for the currently active filter. Your newly configured filter appears in the pending filter list. It does not become the active filter until it is activated by Oracle Customer Care.

For more information on synchronizing and publishing, see About Synchronizing and Publishing Data.

To configure the contact synchronization filter

1. Click Admin in the upper-right corner of the screen.

2. In the CRM Integration Management section, click Object Synchronization.

3. In the Oracle CRM On Demand Object Synchronization screen, click Configure Filter next to the Contact object.

4. Click Configure.

5. In the Attribute drop-down menu, choose a field.

6. In the Operator drop-down menu, choose an operator.

7. In the Value drop-down menu, choose a value.

   To choose multiple values, use shift-click to specify a range of values, and control-click to choose individual items from the list.

8. (Optional) To synchronize contacts that have been created or modified prior to the previously successful synchronization enable the Re-run Initial Synch option and select a date.

   Contacts that have been created or modified since the specified date and match the filter criteria are synchronized with Oracle CRM On Demand Marketing.

9. Click Save.