Using Query By Id to Synchronize Only My Accounts and Activities

1. Use an XML editor open the siebel_meta_info.xml file.

2. Locate the following code:

   Account
   <object TypeId='Account' Label='#obj_account' LabelPlural='#obj_account_plural' 
   UpsertBusObjCacheSize='0' EnableGetIDsBatching='true' 
   IntObjName='CRMDesktopAccountIO' SiebMsgXmlElemName='Account' 
   SiebMsgXmlCollectionElemName='ListOfCRMDesktopAccountIO' >
   <viewmodes General="Sales Rep" Dedup="All"/>
   Account.Action
   <object TypeId='Account.Action' Label='Activity' LabelPlural='Activities' 
   EnableGetIDsBatching='true' IntObjName='CRMDesktopAccountIO' 
   SiebMsgXmlElemName='Action' SiebMsgXmlCollectionElemName='ListOfAction' >
   <viewmodes General="All" Dedup="All" />
   

3. Modify the code you located in step 2 to the following code. Bolded font indicates the modifications you must make:

   Account
   <object TypeId='Account' Label='#obj_account' LabelPlural='#obj_account_plural' 
   UpsertBusObjCacheSize='0' EnableGetIDsBatching='true' 
   IntObjName='CRMDesktopAccountIO' SiebMsgXmlElemName='Account' 
   SiebMsgXmlCollectionElemName='ListOfCRMDesktopAccountIO' >
   <viewmodes General="Sales Rep" Dedup="All" QBID="Sales Rep"/>
   Account.Action
   <object TypeId='Account.Action' Label='Activity' LabelPlural='Activities' 
   EnableGetIDsBatching='true' IntObjName='CRMDesktopAccountIO' 
   SiebMsgXmlElemName='Action' SiebMsgXmlCollectionElemName='ListOfAction' >
   <viewmodes General="Personal" Dedup="All" QBID="Personal"/>