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How Oracle CRM On Demand Desktop Maps the Owner Field Between an Oracle CRM On Demand Activity and a Microsoft Outlook Task


This topic describes how Oracle CRM On Demand Desktop maps the owner field between an Oracle CRM On Demand activity and a Microsoft Outlook task. The following logic applies:

  • If a shared task is assigned to another employee, then Oracle CRM On Demand Desktop sets the assignee as the owner of the activity.
  • If a shared task is assigned to a number of employees, then Oracle CRM On Demand Desktop sets each assignee as the owner of their own activity.
  • If a shared task is assigned to a shared contact or to an external person, then Oracle CRM On Demand Desktop sets the employee who created the task as the owner of the activity.
  • If a task is created by an external person and assigned to an employee, then when this employee shares the task Oracle CRM On Demand Desktop sets the employee as the owner of the activity.
  • If an external person who is not an Oracle employee sends a task to a number of employees who are Oracle CRM On Demand Desktop users, then Oracle CRM On Demand Desktop sets each employee as the owner of the activity and adds the remaining employees to the employee team. Oracle CRM On Demand Desktop performs this work after each employee accepts and shares the task.
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