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How Oracle CRM On Demand Desktop Synchronizes Data Depending on the Records Visibility

Records availability in Oracle CRM On Demand Desktop after synchronization depends on the Ownership mode in Oracle CRM On Demand, the data visibility mode in Oracle CRM On Demand Desktop, and whether the record has been created in Microsoft Outlook or Oracle CRM On Demand. For more information on each case of records availability, see the topics that discuss synchronization based on records visibility in Oracle CRM On Demand Online Help.

If the visibility of a record type is set to All records where I am owner or on the team for a record type, then the synchronization downloads all records of that type that are accessible to the user through ownership and team membership.

If the visibility of a record type is set to All records in a book, then the synchronization downloads all records of that type that are associated with the specified book. If subbooks are selected for the visibility book, then records that are visible through associations with subbooks are synchronized as well.