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Siebel CRM Desktop for Microsoft Outlook Administration Guide > How Siebel CRM Desktop Handles Siebel CRM Data > How Siebel CRM Desktop Handles Activities >
How Siebel CRM Desktop Processes Activities
Siebel CRM Desktop uses the following types of objects to process an activity:
- A native Outlook item, such as a calendar appointment, an email, or a task
- A Siebel CRM activity record in Outlook that CRM Desktop synchronizes from the Siebel Server
- A Siebel CRM activity record on the Siebel Server
Figure 6 illustrates the relationships between Outlook items in Outlook, Siebel CRM records in Outlook, and Siebel CRM records on the Siebel Server. Multiple activity types map to the Display In value of the Activities Only list. For example, demos, and so on. For brevity, Figure 6 does not include these types.
Figure 6. Relationship Between Outlook Items, Siebel Activities in Outlook, and Siebel Activities on the Siebel Server
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Explanation of Callouts Siebel CRM Desktop does the following work to process an activity:
- An activity is created in Outlook. For more information, see How Activities Are Created or Modified.
- Siebel CRM Desktop adds a record as a Siebel CRM activity in Outlook.
If the user marks the Outlook calendar appointment, email, or task as shared, and then saves and closes this item, then CRM Desktop immediately creates the Siebel CRM activity in Outlook.
- During synchronization, CRM Desktop maps the Siebel CRM activity in Outlook one-to-one with the corresponding activity in the Siebel database on the Siebel Server. If the user shares a new Outlook item or creates an activity in Outlook, then CRM Desktop uploads this activity during synchronization to the Siebel Server and inserts it in the Siebel database. For more information, see How Siebel CRM Desktop Creates Corresponding Native Microsoft Outlook Items.
How Siebel CRM Desktop Creates Corresponding Native Microsoft Outlook Items
When synchronizing data, if the user possesses the rights to view the activity, and if the activity meets the requirements that the filter settings for the user defines, then Siebel CRM Desktop downloads to Outlook any new activities that reside on the Siebel Server. Table 1 describes how CRM Desktop creates a corresponding native Outlook item depending on the settings of the Display In field.
Table 1. How Siebel CRM Desktop Creates a Corresponding Native Outlook item
Display In Value for the Siebel CRM Activity |
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Calendar and Activities |
CRM Desktop creates a calendar item as a calendar appointment only. If the Siebel Start date is not set for the activity, then CRM Desktop does not create a calendar item in Outlook Calendar. The calendar item is linked to this activity. |
To Do and Activities |
CRM Desktop creates a native Outlook task that is linked with this activity. |
Not Calendar and Activities or To Do and Activities |
CRM Desktop synchronizes the activity as visible under the appropriate parent object, such as an Account Activity, Contact Activity, and so on. |
Activities Only |
If an activity is Activities Only, and if this activity is not related to another item that the user can view, such as an account or contact, then CRM Desktop synchronizes the activity but does not display it in the client. Instead, it stores it in a hidden Activities folder that is not visible to the user. |
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