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About the Customization Package

A customization package is a collection of XML metadata files and JavaScript files that Siebel CRM Desktop uses with a responsibility. CRM Desktop deploys a customization package when the user synchronizes the metadata. This synchronization identifies the customization package that is available to the user. You can modify the metadata files to customize your deployment. The following items are some examples of the customizations that you can make:

• Add or remove fields that CRM Desktop synchronizes.
• Change the layoutthat CRM Desktop uses to display a custom form in the client.
• Change a control that CRM Desktop deploys to Outlook.
• Change a security rule.

The customization package describes the following information:

• The extensions to the CRM Desktop user interface. This interface includes Outlook views, forms, lookup controls, and toolbars.
• Translated text strings that CRM Desktop uses to create prompts and labels in Outlook.
• Data validation and security logic.
• Descriptions of synchronization preset filters and view modes that CRM Desktop uses during synchronization.
• Criteria that CRM Desktop uses to detect duplicate objects.
• Business logic that JavaScript provides.
• Data mapping between Siebel fields and Outlook fields.

If you change the data model, then the customization package does a complete resynchronization.

For more information, see Customizing Siebel CRM Desktop.