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How Oracle CRM On Demand Desktop Synchronizes Data During an Incremental Synchronization


An incremental synchronization is a synchronization session that occurs any time after the initial synchronization. To determine the differences that exist in the data that is available to the user, Oracle CRM On Demand Desktop compares data in the Microsoft Outlook data storage to data in the Oracle CRM On Demand database. Oracle CRM On Demand Desktop then does the following:

  • Inserts, updates, or deletes data on the Oracle CRM On Demand server according to changes that occurred in Microsoft Outlook since the prior synchronization.
  • Inserts, updates, or deletes data in Microsoft Outlook according to changes that occurred on the Oracle CRM On Demand server since the prior synchronization.

Oracle CRM On Demand Desktop does this work for each difference until all data in the Microsoft Outlook data storage is synchronized with data in the Oracle CRM On Demand Desktop database. In all situations, the user works with data locally in Microsoft Outlook and Oracle CRM On Demand Desktop sends those changes to the Oracle CRM On Demand server during an incremental synchronization but not at the same time that it makes the change in Microsoft Outlook. Depending on the frequency of the process, a change might not appear on the server immediately.

How Oracle CRM On Demand Desktop Handles Changes to Login Credentials

If the user name or the server URL changes, then Oracle CRM On Demand Desktop clears the data it has downloaded from Oracle CRM On Demand. Oracle CRM On Demand Desktop does this to remove any personal user data that might exist and to provide the user with an opportunity to synchronize data. Before Oracle CRM On Demand Desktop begins the reinitialization, it displays a warning message to the user that any data that is not synchronized might be lost. If the user agrees to proceed, then the following occurs:

  1. Oracle CRM On Demand Desktop removes the current customization.
  2. The user logs in with new credentials.
  3. Oracle CRM On Demand Desktop downloads the package from the Oracle CRM On Demand server and then starts the CRM On Demand Desktop Assistant.
Oracle CRM On Demand Desktop Administration Guide, Version 5.1, Rev A Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.