Displaying the Lead Synchronization Filter

The Lead Synchronization Filter page lists the currently active and pending filters. You can have only one active filter at a time. The pending filter replaces the active filter after it has been activated by Oracle Customer Care.

These filters affect which records are synchronized from Oracle CRM On Demand to Oracle CRM On Demand Marketing. This is a one-way filter, it affects only which records in Oracle CRM On Demand are copied into Oracle CRM On Demand Marketing. The synchronization usually happens once each day, usually during the late evening hours.

For the active filter you can get a count of the number of leads that pass through the filter, and can display the filter history. The filter history information includes the activation date, the synchronization date, and the filter parameters.

For the pending filter you can get a count of the number of leas that pass through the filter, and can preview this list of leads. This count returns the number of Oracle CRM On Demand leads that match the filter criteria. If the Re-run Initial Synch option is selected, then the count indicates the number of leads that match the filter criteria since the specified initial synchronization date. If the Re-run Initial Synch option is not selected, then the count indicates the number of leads that match the filter criteria only for the leads that were created or modified since the last successful incremental synchronization, which may be just a day earlier.

To create a new filter, click Configure. For more information, see Configuring the Lead Synchronization Filter.