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How Oracle CRM On Demand Desktop Handles an Appointment

This topic describes how Oracle CRM On Demand Desktop handles an appointment.

Oracle CRM On Demand Desktop can handle multiple users who attempt to synchronize the same appointment in Microsoft Outlook with the Oracle CRM On Demand database. In this situation, Oracle CRM On Demand Desktop creates a single activity in the Oracle CRM On Demand database and executes a preprocessing step when the user creates a new activity in the client:

• If a duplicate record exists in the Oracle CRM On Demand database, then Oracle CRM On Demand Desktop treats the insert operation as a conflict and silently merges it with the activity created by user in the client.
• If a duplicate record does not exist in the Oracle CRM On Demand database, then Oracle CRM On Demand Desktop proceeds with the insert operation in the Oracle CRM On Demand database.

For more information, see How Oracle CRM On Demand Desktop Uses Natural Keys to Identify a Duplicate Activity.

If the insert operation is not successful, then no rows on the mapping table are created. A native ID is the unique identifier of the record in Microsoft Outlook.

A ConversationId is an attribute of an appointment record that is used by Oracle CRM On Demand Desktop to link Microsoft Outlook items, for example, an appointment to a shared activity that is synchronized from Oracle CRM On Demand. Activity and related PIM items both have a ConversationId property with the same value. Oracle CRM On Demand Desktop populates this ID when a user creates a new appointment and adds the appointment to a related activity when the PIM item is shared. When meeting invites are sent for this appointment, the ConversationId value is attached to the invites. In this way, every meeting attendee has the same ConversationId.