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Defining Synchronization for Custom Objects

This task is a step in Process of Adding Custom Objects.

In this topic, you create 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 open the Ln_connector_configuration.xml file.

   For more information, see Files in the Customization Package.

2. Create the Links section.

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

   <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. Create the deduplication keys.

   The business environment for this example requires that activities are the same if their descriptions are the same, so you create the Description natural key. You add the following XML code to the synchronizer tag:

   <natural_keys>
     <natural_key>
       <field>Description</field>
     </natural_key>
   </natural_keys>

   For more information, see Resolving Synchronization Conflicts.

4. Add the following descriptions to the Ln_connector_configuration.xml file for the intersection records that you defined for contacts and employee in Step 3:

   <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>