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About the Customization Package

A customization package is a collection of XML metadata files and JavaScript files that Oracle CRM On Demand Desktop associates with a particular role. In Oracle CRM On Demand, the customization package is saved and used as a ZIP file containing the metadata files. If you want to modify the customization package, then you must unzip the customization package and make changes to the appropriate metadata files. When you are finished, you must rezip the entire customization package, and upload the modified customization package to the Oracle CRM On Demand server. For more information, see Overview of Customizing Oracle CRM On Demand Desktop. You can make the following customizations:

• Add or remove fields that Oracle CRM On Demand Desktop synchronizes.
• Change the layout of a custom form in the client.
• Change a control that Oracle CRM On Demand Desktop uses with Microsoft Outlook.
• Change a security rule.

The customization package describes the following information:

• The extensions to the Oracle CRM On Demand Desktop UI, which includes Microsoft Outlook views, forms, lookup controls, and toolbars
• Translated text strings that Oracle CRM On Demand Desktop uses to create prompts and labels in Microsoft Outlook
• Data validation and security logic
• Descriptions of synchronization preset filters and view modes that Oracle CRM On Demand Desktop uses during synchronization
• Criteria that Oracle CRM On Demand Desktop uses to detect duplicate objects that occur in Oracle CRM On Demand Desktop
• Business logic that JavaScript provides
• Data mapping between Oracle CRM On Demand fields and Microsoft Outlook fields

If you change the data model in the customization package, then Oracle CRM On Demand Desktop performs a complete resynchronization. For more information on customizing the customization package, see Customizing Oracle CRM On Demand Desktop.

Guidelines for Assigning a Role to a Customization Package

When you develop a customization package you must follow these guidelines:

• You can associate only one customization package with a role. A user can be assigned to only one role. However, a role can have many users.
• You can assign the same customization package to multiple roles. However when you do this assignment you must create a separate package record for each role. You manage roles in the Company Administration section of Oracle CRM On Demand.
• Only one customization package can be published for a specific role at any time.