Configuring the Lead 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 lead 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 Lead 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 leads that have been created or modified prior to the previously successful synchronization enable the Re-run Initial Synch option and select a date.

   Leads 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.

Activating Synchronization Filters

When you have configured contact or lead filters, you must activate them by contacting Oracle Customer Care and creating a service request.

If this is your initial account configuration, then Oracle Customer Care activates the filter and runs the initial synchronization of the data. This job uses your filter and synchronizes only that data.

If the initial synchronization job has already been completed and you change your filter specifications, and if you had specified the Re-run Initial Synch option, then the job synchronizes the contacts and leads that have been created or modified after the specified date. Oracle CRM On Demand Marketing does not delete prior synchronized contacts and leads that do not match the new filter. To remove the nonmatching records, use the Bulk Contact delete utility.