1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Factors That Determine the Data That Siebel CRM Desktop Synchronizes

Factors That Determine the Data That Siebel CRM Desktop Synchronizes

A Siebel user can typically access only a subset of data that is available in the Siebel database. This topic describes that factors that determine the data that a user can access. How you configure Siebel CRM Desktop determines many aspects of the data that it synchronizes. For example:

  • Synchronization objects that are configured

  • Internal filters that are applied

  • View modes that are configured on each object

  • Security and other configuration that exists on the Siebel Server

You specify this configuration before you deploy Siebel CRM Desktop to your users. The user can choose presets for a predefined filter and specify personal filters in the First Run Assistant. The internal filters and server application metadata configuration restricts access to some data, and the user filters apply a second layer of filtering. Siebel CRM Desktop applies these filters during initial synchronization and incremental synchronization.