Oracle CRM On Demand Desktop Administration Guide > How Oracle CRM On Demand Desktop Handles Oracle CRM On Demand Data > How Oracle CRM On Demand Desktop Handles an Activity >

How Oracle CRM On Demand Desktop Processes an Activity

To process an activity, Oracle CRM On Demand Desktop uses the following types of objects:

• A native Microsoft Outlook item, such as an appointment in the calendar, an email, or a task
• An Oracle CRM On Demand activity record in Microsoft Outlook that Oracle CRM On Demand Desktop synchronizes from the Oracle CRM On Demand server
• An Oracle CRM On Demand activity record on the Oracle CRM On Demand server

Figure 3 illustrates the relationships between Microsoft Outlook items in Microsoft Outlook, Oracle CRM On Demand records in Microsoft Outlook, and Oracle CRM On Demand records on the Oracle CRM On Demand server. Multiple activity types map to the Activity value of the Activities Only list, for example, demos, and so on. For brevity, Figure 3 does not include these types.

Figure 3. Relationship Between Microsoft Outlook Items, Oracle CRM On Demand Desktop Activities in Microsoft Outlook, and Oracle CRM On Demand Desktop Activities on the Oracle CRM On Demand Desktop server

Explanation of Callouts

To process an activity, the following work occurs:

1. An activity is created in Microsoft Outlook.

   For more information, see How an Activity Is Created or Modified.

2. Oracle CRM On Demand Desktop adds a record as an Oracle CRM On Demand activity in Microsoft Outlook. If the user marks as shared a Microsoft Outlook appointment, email, or task, and then saves and closes this item, then Oracle CRM On Demand Desktop immediately creates the Oracle CRM On Demand activity in Microsoft Outlook.
3. During synchronization, Oracle CRM On Demand Desktop maps the Oracle CRM On Demand activity in Microsoft Outlook as a one-to-one relationship with the corresponding activity in the Oracle CRM On Demand database on the Oracle CRM On Demand server. If the user shares a new Microsoft Outlook item or creates an activity in Microsoft Outlook, then Oracle CRM On Demand Desktop uploads this activity during synchronization to the Oracle CRM On Demand server and inserts it in the Oracle CRM On Demand database.

   For more information, see How Oracle CRM On Demand Desktop Creates a Corresponding Native Microsoft Outlook Item.

How Oracle CRM On Demand Desktop Creates a Corresponding Native Microsoft Outlook Item

When synchronizing data, if the user has the privileges to view the activity, and if the activity meets the requirements that the filter settings for the user defines, then Oracle CRM On Demand Desktop downloads any new activities to Microsoft Outlook that reside on the Oracle CRM On Demand server.

Table 3 describes how Oracle CRM On Demand Desktop creates a corresponding native Microsoft Outlook item depending on the settings of the Activity field.