Process of Adding Custom Objects

To add a custom object in Siebel CRM Desktop, you do the following:

1. Creating the Custom Object

2. Defining Synchronization for Custom Objects

3. Adding Custom Views in Microsoft Outlook

4. Defining the User Interface

5. Defining Validation Rules

6. Defining Validation Rules for a Phone Number

7. Adding Custom Logic

8. Defining the Toolbar

9. Defining the Logic for Custom Forms

The example in this topic adds an Activity object to Microsoft Outlook. In Siebel CRM, this object is named Action. To add this object to Outlook, you modify the siebel_basic_mapping.xml file. For more information about:

• Overview of XML files that you modify in this example, see Overview of Customizing Siebel CRM Desktop.

• Details about tags in XML files that you modify in this example, see XML Files Reference