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Calendar and Contact Synchronization (iOS Only)


iOS users who sign on with a user ID and password (not SSO) can synchronize their calendars and contacts with Oracle CRM On Demand using CalDAV (Calendar Distributed Authoring and Versioning) and CardDAV (Card Distributed Authoring and Versioning). CalDAV and CardDAV are extensions to WebDAV (Web Distributed Authoring and Versioning) that provide a standard interchange of appointment and contact information with a remote server. If this is the first time a CalDAV or CardDAV entry is being set up on the device, back up your calendar and contact list because synchronization removes the contacts on your device.

NOTE:  Only contacts that appear in My Contacts are synchronized. A user who signs on with SSO cannot use CalDAV or CardDAV synchronization.

To set up Calendar and Contact Synchronization on an iOS device

  1. Navigate to Settings and then to Mail, Contacts, Calendars.
  2. Tap Add Account.
  3. Tap Other.
  4. Tap Add CardDAV/CalDAV Account.
  5. Enter the following information:
    Field
    Entry

    Server

    mobile9aaa.crmondemand.com for the staging host or mobile.crmondemand.com for the production host.

    User Name

    Your Oracle CRM On Demand user name

    Password

    Your Oracle CRM On Demand password

    Description

    The name for your contact or calendar list

To be able to create contacts from your iOS device and have those contacts synchronized to Oracle CRM On Demand, you must have the CardDAV entry for Oracle CRM On Demand Connected Mobile Sales set as your default Contact list.

To set your default contact list

  1. Navigate to Settings and then to Mail, Contacts, Calendars.
  2. Under the Contacts section, tap Default Account.
  3. Select the CardDAV entry for Connected Mobile Sales.

Only contacts are synchronized from Oracle CRM On Demand to the iOS device. Users are not synchronized. However, users can still be added to appointments by manually entering their email addresses that also exist in Oracle CRM On Demand. Otherwise, if there is no match for the email address in Oracle CRM On Demand, then the invitee is removed in a subsequent synchronization. Recurring appointments, alerts, and the URL field are not supported.

When adding a new appointment, use only the calendar in Oracle CRM On Demand Connected Mobile Sales. If you use your iOS device's native calendar app or a third-party calendar app, then these appointments synchronize to Oracle CRM On Demand using the CalDAV standard, which does not allow for account information. Oracle CRM On Demand rejects these appointments because they do not contain an account, and then the appointment is removed from your device's calendar app.

Oracle CRM On Demand Connected Mobile Sales Administration Guide, Version 1.4.25 Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.