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Using Filters in Oracle CRM On Demand Desktop

You can use filters in customization packages in Oracle CRM On Demand Desktop to limit what users can synchronize. By limiting synchronization, you can improve the performance of Oracle CRM On Demand Desktop.

The Oracle CRM On Demand Desktop Estimates page in the Oracle CRM On Demand Desktop setup wizard allows users to view an estimate of how many records they will synchronize with Microsoft Outlook.

Because Oracle CRM On Demand Desktop Estimates page estimates only the parent records, it is recommended that if you configure a preset filter, then you must run a test on some users and make sure that Oracle CRM On Demand Desktop returns approximately 2000 records from the estimation. For more information, see Customizing Synchronization.

NOTE:  It is recommended to have 5000 records or less in Oracle CRM On Demand Desktop.